Member Info for GLR1990

Not only could you do worse in terms of securing supplies in a less positive mining country, but you could also pay a lot more for the same volume, if not less!

https://www.forbesadvocate.com.au/story/6256893/clean-teq-announces-partnership-for-fifield-mining-project/

Key Quote 'The announcement follows numerous inbound enquiries from a range of parties in the electric vehicle supply chain in relation to both project level ownership, long-term offtake and other financing arrangements.'

Macquarie Capital has been appointed to run a partnering process for Clean TeQ to consider divesting an interest of up to 50% in the Sunrise Battery Materials Complex, in combination with long-term off-take.

Take a look at our projects compared to the size of the CleanTeq Sunrise one
Vermelho 1.68m Tonnes NI, 94K Cobalt
Sunrise 558K Tonnes, 116 Cobalt (MCAP 154 USD)

I also posted this the other week 'The future is Nickel'
https://beta.canada.com/commodities/mining/the-future-is-nickel-cobalt-27-ceo-sells-off-its-namesake-metal-after-tough-year/wcm/dd286d72-2b3b-4a5b-a720-7558dd04956d/amp/

Like cobalt, nickel is a crucial component in lithium-ion batteries and may become more so as technology evolves.

“Look, I think the future is nickel,” Milewski said, adding price pressure will increase.

LetsR for me its the long term vision and potential of its partners, clients and products
They have a new product, Lokies, only released TWO months ago
They have a tracker embedded in probably the hottest electric motorcycle in the world, only released in MAY 2019
They have tech on board companies such as Contguard, WIMC, CargoSignal and Shiptek (Tetis) in an industry that is FINALLY adopting digital technology, both ZIM and Hapag Lloyd among others (Bollore) have only in the last few months bought record number of digital reefers and adopted digital strategies for logistics

Their Kylos unit is being used by both BOSCH and ICL, they finally have an OEM contract with Cubemonk and potentially more in the pipeline

in 2016 they had great but smaller clients such as Pinnacle, Xplosive, Contguard etc.
in 2019 they have Zero Motorcycles, Israeli Chemicals, Bosch, CropX, Shiptek and more

Imagine what clients they will have in 2021/2022 with the above references? It has started out small with trials and proving the products, now the big guys are becoming interested

1.5p im in
or if they ever decide to do some PR
whatever comes first - pre results of course

I think the issue was NRG, do they actually even have the cash to fund the exploration and secondly, are they the perfect suit to accelerate and take the project forward?

They haven't even listed on AIM yet?

Best to go ahead with it ourselves, and if there is a Uranium Bull Market, then happy days as I am sure we can negotiate not only a better deal, but with a company that can accelerate (deep pockets) the project faster than NRG

Thanks CP yes looking forward to results in the near term, although this investment is based on Nickel Outlook, Favourable Jurisdiction and the big one, the assets and permits they currently have (which I think should be valued highly in themselves, not easy things to get, look at the USA, almost impossible to get a nickel mining permit/environmental permit)

Also, another reason why I decided to invest, didnt the CF fund sell this down?
I am sure they were heavily invested in HZM?

Finally took a position at 25m MCAP
Nickel up 14% but the SP is down over 50%, so ill take the RvR for now
Cash was a concern but they appear to have enough to last until at least Y/E, by which time one would hope they have an offer for the assets and/or the nickel price surges above 15000

Where does it state the £25K cash position?
Thanks in advance

I always liked what the BOD had done here (as it was tipped for bust at one stage) but a couple of negatives there in the update, revenue expected to be lower (they certainly done a number on the costs, which is a major improvement) and also no revenue from their 59% owned asset which they paid approximately £550K for

Has definitely got my interest, I wouldn't say 2m MCAP overvalued but if a placing looms then itll probably go lower so fence sitting for now

Good post TP1

One of the advantages we have now, as apposed to previous years, is the BLE features of Lokies

Putting a sensor or a tracking product at the start of the supply chain doesn't always mean that it will be fit for use at every point of the supply chain, Kylos covers every aspect from Freight, to Rail/Air and Sea - having DO160 certification is a huge advantage

The BLE feature of lokies (bluetooth communication) allows that product to be the Kylos of railway/container security, not only are users alerted if there is a tampering of the product (e.g break the lock) but the product can also communicate to cheaper sensors within the container, such as light, temperature, humidity etc. So if for example, there was a breach in the top of the container (away from the padlock) the temperature would drop/rise (depending on location) humidity would also change but also light could change if it was during the day - shock sensors would also go off and report to the padlock - now we dont need 50 sensors all reporting to 50 systems, we can have as many sensors as we want, all reporting into a padlock that keeps the container secure, absolute genius!
So in summary, all of this would then report into the lokies and give an alert to the customer - the level of protection and monitoring is world class

The battery life is also very important, I believe Lokies can last 6 weeks+ (maybe longer with extended life) most padlocks cannot last this long... thats all journeys covered (with extended option) if your delivery is taking 4 months something is seriously wrong

The other key issue is location, can other padlocks work in all parts of the world?? (GSM/GLONASS - Iridium, 2G 3G 4G 5G - what happens in rural areas where there are no signal (BLE still records the data) - Lokies has all the connectivity and answers

Its a truly wonderful product and I am very proud of the team for designing it

Just looked at the balance sheet again, real bear case that one!

BTW I enjoy your and noel exchanges, they are actually very informative and provide a good balanced view, I do hope it comes good in the end

Hi FN1 unfortunately it would simply be a punt should I take a position at 1.5p, as there really isnt much on an investment case that doesnt involve the words Hope/Hopefully

6m MCAP is my (safer) valuation based on they'll potentially come close to this figure in revenue, and they raised 4m Cash? So they should still have a bit of that left without going back to the begging bowl anytime this year (one would hope... oops said it)

IF they do bring in more revenue and they are signing up some new solarwinds clients etc, then I think you could do OK from 1.5p

I did almost invest at one point but the lack of comms put me off (and a good job it did too) - now it is getting back to that 6m MCAP range, IF they can pull something out of the bag - what they may be however... who knows
They seemed to do a lot of PR last summer, so who knows maybe they only come out in the summer

High risk certainly not advice and as always, anyone reading, do your own research

here soon if SP goes to 1.5p
GLA hope it doesnt for LTH sake and you all make a fortune!
Surely an update in July, they're going to need to make good progress and post solid financials especially after hyping up the solarwinds deal at those investor events etc.

Spot on List
Kylos is the link between Bosch, ICL and CropX
ICL and Bosch have investments in CropX
Bosch and ICL both now using Kylos

One hopes that more partners and investment vehicles take notice - certainly moving in the right direction, all at an early stage but thankfully the revenue recognition has now begun

It may be off putting to some, and appealing to others, but I see STAR in 2 years time bringing in serious recurring revenue from deals such as the above, where the more units the more the revenue compounds year on year - I believe that will be the difference maker for starcom and why investors should not be so focussed on near term revenue but putting more research into the aspirations and targets of starcoms current partners, CropX targetting 88K units by 2023, Shiptek/XLOG targetting 500-1m TEU transactions this year, Bosch have just released the TDL which may not provide SAS but is another on going revenue stream, ICL have a fleet of 50K tankers which would be trans formative to say the least, Zero have just released the SRF, in 2-3 years there may be another model with the Cypher 3 technology, Contguard have just signed up AXA, CubeMonk are just starting and have 300 units installed but targetting 4000 by year end, Pinnacle just connected a further 6000 units, WIMC are targetting 2500 Tetis units this year 1000 more than last year, and finally we have just released Lokies which, if you compare to other market leaders (JOINTECH being one) it looks like a seriously competitive product that could bring in significant revenue (Look at digitisation of the silk road rail freight and the need for an all in one solution that fits all and works in all countries)

The Company is progressing as planned and trading in the current financial year is in line with market expectations. The Board remains confident that the growth expected this year in revenues and EBITDA will be achieved as its pipeline of new opportunities, which is underpinned by the recurring and steadily growing SaaS revenues, will gradually translate into increased orders in H2. In this pipeline, the Company is seeing increased interest in the newer, more unique and higher margin products in the Tetis and the Kylos range.

All strategic and high potential projects previously reported involving the Kylos and the Tetis are progressing well. For example:

>ALL STRATEGIC - excellent news as this covers Cropx Shiptek and also Contguard

· Bosch has achieved the DO 160 certification for air cargo tracking - another key milestone in its marketing plan for the Bosch branded Starcom product;

>To own a data logger than is DO160 verified, Verizon Verified and IATA covered etc. truly makes it market leading, should be the start of very good growth for Kylos

· Cubemonk has commenced its rollout of Starcom's Kylos Air;
> Nice new business

· the first batch of Kylos Forever units has been delivered to Israel Chemicals Ltd, on schedule;
>Again huge company with potential for further growth (no delays or payment issues...)

· WIMC continues with its Tetis orders to satisfy its cargo insurers customers - approximately 2,500 units are expected to be delivered by the end of this year; and
>Slightly less than first anticipated but 2500 would be 1000 more than in 2018

· ZERO continues to embed Starcom's tracking and power usage monitoring technology within its new SR/F motorbike.
> As expected

The pipeline includes opportunities for the new Lokies, an IoT product which has already achieved initial orders following its recent launch to selected customers The Board believes that Lokies, an innovative keyless padlock uniquely protected from theft, is currently unrivalled in the market and has a wide spectrum of potential applications in both the B2B and B2C markets. This has the opportunity to widen the market for Starcom radically and enable major revenue growth in the future.
> Unrivalled in the market and 100% owned unlike the previous Watchlock

The current level of pipeline activity is significantly higher than the Company has experienced in the past and, having recently strengthened the Board and its advisory team, the Board is satisfied that it is on the right track to meet its growth targets for this year and future years.

> Again great news and all we really need to expect, if they hit their targets, the SP should rerate in due course

Overall a nice update :)
AIMHO do your own research not investment advice

Expeditors / Cargo Signal
Contguard now AXA
Shiptek now Union Bank
Bosch (now selling the product)
Zero Motorcycles
ICL (Chemicals)

Will we find out how many have expired in due course?
All converted SHOULD be declared, therefore it shouldn't be hard to work out

Looking forward to the H1 update, my hope is that it turns out to be the best H1 in the companies history

Predictions only, not to be taken as advice

NA Payments received year to date approximately £680K
SAS 6 months based on 2018 RR = £900K
Lokies initial orders hopefully Circa £300K

That gives us a starting position of nearly 2m USD, H1 2018 was only 3m USD

If BAU (the smaller, 300-400 clients) continues to contribute even 500K of revenue for H1 then that means we only need 500K from Bosch, CropX, WIMC, ICL, Cubemonk, Contguard, Shiptek/XLOG etc. to beat the 2018 figure of 3m H1

The rest of the NA funds would be circa £220K which is supposed to be paid on receipt, so that may fall in H1 also

This is all without a major contract update/order, and again, ZERO revenue from Bosch, CropX, WIMC, Contguard, ICL, Cubemonk, Pinnacle, XP, Shiptek etc.

Imagine if all of the above place a medium-large order in H2 2019? STAR on the cusp of a breakout? Only time will tell

Do your own research not investment advice

.

Here's to a good week ahead and hopefully our first order from the Major :-)

Not gospel but I am 99% sure that the TDL140 is an intergral part of the tracking and tracing plans, Bosch have multiple sensors and RFID tags, however to report in real time they all need a real time device, only the nexeed TDL Freight guard can do this, it also can create gateways etc with conditional monitoring

Think of it as the HUB or manager of the operation, everything has to report into the TDL - the individual cargo, the condition of the freight, the speed/location of the freight, but unless this can be relaying in real time to the cloud, it is useless, hence why the TDL is the most important part of the system

Whether that means one TDL per truck, or multiple, is to be seen - now you have a device that doesn't need to be replaced when it enters a cargo plane, a shipping container - huge huge advantage over other devices

Logistics is only a strong as its weakest link, so why not have your strongest link do all the real time monitoring for you? Why have 50 RFID sensors/tags when you can have them all report into one?

This is how Cropx works, each cropX device has around 50 sensors, all doing different things, it would be chaotic to have 50 data feeds into the cloud, hence where CropX kylos comes in, they all feed into Kylos and its real time abililty allows real time monitoring of the soil etc. especially in difficult places