Q26 Jun 2018 15:57
Good Luck all DYOR not investment advice - all in my own opinion and may not be 100% correct
Think we have had a good Q2 to be honest and SP may not be reflecting this
CropX - Advanced orders in Feb, so may see new orders soon - release a new product that can measure soil further down in Q2 - should see more orders from this - been named top ag tech to watch in 2018 - also was ICL first ag tech investment - read their 2018 strategy presentation to see how they are attacking the precision ag tech market - cropX looks to be right in the center of plans
Contguard - Quite exciting actually, recieved investment from CANAAN and CITI group - supply chain market has very good CAGR so possibly a reason, another reason not many people know about is they have been working in china piloting a new 'customer portal' that uses blockchain technology (just google contguard blockchain china) its having very good results, saving big costs and time - Contguard also work with PHILIP MORRIS one of the biggest tobacco companies in the USA and in 2019 new legislation will take place that ALL ciggarettes must be monitored and tracked
Blue Chip Partner and Kylos - Dont really want to go into much detail on this but if you research it you will see for yourself, a lot happened in Q2 regarding this potential client and could be transformational for #STAR - lots of solid partners working with potential blue chip client, definitely one to keep tabs on
Watchlock/Silk Way Monitoring and the Cube - 6000 watchlocks installed in kazakhstan in 2018 - read the news at swm.kz a distributor for starcom - new product went out to new clients - i think watchlock complements the exisitng products very well and in the RNS it was stated 'one large deal for watchlock' was in the pipeline so an interesting sector
Motorcycle Helios - tough one to pinpoint, nobody knows who it is but what we do know is new helios units went to the supplier in May so that is progressing very well and hopefully they are a large client and order a lot more
Finally, we still have SAS revenues and contracts with SHIPTEK, WIMC (where is my cargo), XPLOSIVE solutions and more (think I missed an ATM one) that can all contribute to 2018 bottom line
Oh forgot - Amerijet who use Kylos also added a new Boeing 737 (I think it was a 737) to their fleet recently which should mean they need more units (hopefully, fingers crossed!) - they are looking at more routes too which bodes well
I've probably missed something - but that's ALL IN Q2! so although we haven't really had an RNS, there has been a lot going on IMO
DYOR - not investment advice!!!