Member Info for GLR1990

TDL freight guard is the name of the Bosch version of the Starcom Kylos Device

https://www.bosch-connectivity.com/newsroom/blog/why-you-should-use-connected-solutions-to-manage-tight-delivery-schedules/
"The new Transport Data Logger Freight Guard from Bosch, for example, serves this need and allows real-time tracking whether it is transport by truck, train, ship, or plane"

The TDL110 is the Spotsee/Spotbot version from 2016, the hope is that one day, eventually, our TDL/Kylos is put on the website and sold through the channels in the same way as the TDL110 - or they get a major order from a major logistics provider

I suppose there is always the chance of a major order for the TDL
I dont quite see Bosch being a big revenue generator, but more of a reference point - I mean if its chosen by Bosch then really they should be selling them to most small-medium sized logistics businesses!
Which to be fair, they have done to some extent with ICL (Large) and Cubemonk (Small)

Same with the Helios TT and remote monitoring software - again if its good enough to Zero Motorcycles (the No.1 Electric Motorcycle Company in the World) then surely most of the start-ups or even bigger names should be enquiring - this is quite exciting as it is a new emerging market and we are right there with a good product and team at hand

Need to see some movement in the next 3 months though, that 650K needs to pay off in the short term

Need info on CropX and Shiptek XLOG
Such a huge piece of the investment pie
If all of the magnificent 7 come in then I predict operating profit will be made Mid 2020 and increasing steadily to 2022 where it will be bought out in 2023-2024 (after proving it can sustain said profit)

All in my opinion and not investment advice, also very speculative, nothing is certain in this game and certainly you can lose a lot of money

Magnificent Seven
- CropX
- Bosch
- ICL
- Zero MC
- Contguard
- Shiptek (XLOG)
- WIMC

Q for those clued up investors here
The Cost of the project is $443m for 14500 tonnes , does that also include the second phase where production can be increased to 29,000 tonnes or would that be another $443m?

That would be great

NRG working on the Uranium asset whilst we focus on the BFS is a great way to fast track both projects, and at no extra cost (albeit giving away some of the asset, I am a firm believer than having a small piece of a good pie is much better than a big piece of a bad one)

Would the Uranium asset have been drilled before 2021 without this agreement, probably not with the focus on the main project with Talaxis

Get Chimbe going and we could be looking at much more newsflow than expected over the next 12 months

Exactly, helps pay for the license extensions etc
Plus, they expire in June, not that long to wait!

Like you said we might as well just sell off all the assets and walk away with 150% profit
Either that or do what the company is going and carry on providing value for shareholders!

CB think its a few accounts on twitter they are saying the deficit is 9m as stated in the results and its all fantasy, and they've sold the uranium asset which was the golden egg

Ive added today (not investment advice)

Say it almost every time I come on the MKA board, if they sold all the parts of the company, they would likely get over 20m (closer to 30m IMO)

Yet we are sitting here at 8m MCAP

Personally I dont think Talaxis will want them to have a 25% free carry and if the project is feasible/constructed they'll just offer to take the boatload, or someone will offer to take the boatload from Talaxis and MKA

Most likely the placees moving to ISA?

http://www.finsmes.com/2019/04/zero-motorcycles-raises-25m-financing-round.html

Hopefully some new models with our connectivity in the pipeline, or to fund further production of the SRF
Regardless, its another vote of confidence for Zero and Electric Motorcycles!

I dont get why he has been appointed now and not in the past 5+ years?
He was clearly a big cheese at Pilat

Whats the worst case scenario here? Seems like we have multiple tier 1 assets of great value, is it really just the nickel price keeping us down? (and the historic city selling, which people always say once their out the SP will recover, and it should, but it takes a long time to recover from a large seller as people just accept the new SP is the norm)

Wow nice article RR, bodes well for the EV markets - I still feel this has not come to adoption, we had had our metal spikes in terms of pricing, but a bit like the dotcom boom where the best companies eventually returned to the crazy valuations of the time, hopefully we can return to our previous highs

When are we expecting updates?

Draft he used to work for Pilat Media Group, look at the amount of times Pilat is mentioned here:-

https://www.starcomsystems.com/investors/directors/

It was their best achievement, they sold it for 100m - bringing one of their old mates back by the look of it - not sure what he is going to add and why he has decided to come along now rather than in the past 5 years

Well at least the weathers perked up...

Just to reiterate those major groups

1. Bosch (although we work with the BCDS division)
2. Contguard/AXA (Contguard work with the XL Matrix Division, annual income circa 500m USD)
3. Shiptek/Union Bank (pending)
4. Zero Motorcycles (Enough said, No.1 electric motorcycle manufacturer in the world)
5. ICL 5.3bn revenue, framework agreement, first details released of 600K 5 year order for Kylos

There might be more? Point being, 12 months ago we only knew about one of these, now there is 5. Yes we knew about Contguard, but we didn't know they were partnering with AXA, yes we knew about Shiptek, but we had no idea Union bank was preparing a 30% stake etc.

And that's without mentioning WIMC and Cropx who contributed the most revenue in 2018!!!

Good day, better things to come IMO DYOR
Major worldwide names now circulating the Starcom Tech
AXA
Zero
ICL
Bosch

Brilliant exposure to growing markets
Digital Shipping
Supply Chain/Logistics4.0
Electric Vehicle Tracking, Monitoring and Connectivity
Precision Agriculture

Seriously what more could you ask for in a 5m MCAP company? Yes you could say, well they could make X amount of profit, have bigger contracts, more revenue... but you wouldn't be paying 5m for it, more like 20-25m

DYOR not investment advice

That was the key word for me CB when it hit me in January, Organic
I said it before, STAR has the clients now within its customer base to grow organically to a very profitable level AFTER tax.
The growth from Cropx, Zero, Shiptek, Contguard etc. is enough to completely turn this company around, then you add in the likes of ICL, Bosch and Cargo Sense etc. and you really start motoring

Also Tetis now looks like a game changer, we are no longer just reliant on Helios and Fleet Tracking - we have become an end to end, logistics solution covering every base and every part of the supply chain

This is still majorly under the radar, at least 3+ pieces of news have not yet landed which all could be game changers, those are
1. CropX new HaaS model
2. Zero Pre Order Numbers and estimations for 2019/2020/2021
3. Union Bank Investment in XLOG
4. Impact of the AXA XL partnership with Contguard

The adoption of Tetis, goes on
300K in 2016, 600K in 2018, approx 1m USD in 2018

2019?

Can see all four products exceeding 2018 totals this annum, Helios being potentially the one that may struggle, although it appears the African order was realized in 2019 so even this could be a record figure, and the SRF looks very popular

Watchlock is almost guaranteed, Kylos I would presume will be a great year with CropX, ICL, CubeMonk etc.

Tetis making the strongest move atm

GLA

Very positive start to the year for Tetis
$300K in 2016, $600K in 2017
26% of hardware revenue in 2018, aprox 1m USD

Positive outlook for 2019
- New agreement signed with WIMC solutions, and insurance provider for the maritime industry
- Great feedback from Contguard, who have just signed a partnership with AXA XL Insurance
- Shiptek releasing XLOG, a digital end-to-end logistic solution, currently finalising an investment from Union Bank for a 30% stake - Target of 50-80K Volume (Not units) Six months ended 2018 volume was 3K - Hoping to work with Port of Singapore (Potentially the second biggest port in the world after Shanghai handling circa 30m TEU per annum)

This is all 2019 news

DYOR not investment advice