Member Info for hunkymonkey

Nah I'm not, I've done so recently as we know it's likely to be "the next". Interesting reading, as it shows how cargo handlers are finally moving into the IoT world at long last

Actually I'm more interested in in 2-3years time, as all these contracts are for a couple of years

For argument sake, assume

3 contracts in 2022 @ $7mln per annum each (which I think we've already done) + 5mln revs already in place = $26mln revs

But then 2023 we can write 3 new contracts @ $7mln per annum on top of those contracts already running from 2022 = $47mln revs and so fourth

I can honestly a roadmap now to a decent small to middling size company. That's honestly where my heads at.

Have a good weekend everyone!

That's an argument, and you can push that. In reality though, I don't think we're big enough to fulfill it/ nor are my investments that lucky to get 100 bag lol.

That's my honest opinion, I think that the the vehicle tracking will be someone like Honeywell, but never say never........

I'm inclined to agree

https://www.starcomsystems.com/helios/ - but it is something that we"could do". I'm not suggesting for one minute we are, but DHL currently investing massively in upgrading their systems. How much we are involved in is anyone's guess, big things are happening with DHL.

As I say, a tiny portion to them would be massive to us. What I'm trying to highlight is, I'd be very surprised if the deal from DHL wasn't comparable to the others we've signed. Given the the level of investment from DHL - I also wouldn't be surprised to see any contract being significantly more than the ones we've signed recently too. Make your own decisions on the information shared and come to your own conclusions

DHL have had a record breaking year, yet another article written on 16/12/21 indicating the changes and investment in infrastructure that "could" relate to us

Ref: https://www-cleveland-com.cdn.ampproject.org/v/s/www.cleveland.com/entertainment/2021/12/for-dhls-middleburg-heights-facility-years-busiest-time-comes-now-video-photos.html?amp_js_v=a6&_gsa=1&outputType=amp&usqp=mq331AQKKAFQArABIIACAw%3D%3D#aoh=16421728359069&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fwww.cleveland.com%2Fentertainment%2F2021%2F12%2Ffor-dhls-middleburg-heights-facility-years-busiest-time-comes-now-video-photos.html

Note this paragraph:

"Next year, DHL is launching a digital-tracking system with software. Drivers will have the ability to alert customers “you’re five stops away, you’re four stops away, you’re three stops away,” he said."

Now let's have a little balance..... I can't believe this is all us, one thing for sure is, even a small segment of this business from DHL would be an absolute game changer for us.

That's true, it was me, I spoke to Igor about it

One final point, a question I asked the BoD

Q. Would the DHL trial be run across multiple sites

Ans. No, it was one pilot trial in Singapore which would be thorough and also act as the blueprint to rollout to other sites

So.....

Now we know the DHL application for it, moving high value cargo and reducing insurance premium costs.

There are 1400 distribution centers globally, which gives an idea of the potential scale of the deal

Leading in from yesterday's article and specifically
"TAPA-TSR certified", it's so important, as our smart lock comply to these standards.

Important because ref: https://www.bureauveritas.co.uk/government-services-and-international-trade/tapa-certification

Note this "Monetary savings of insurance fees because of reduced losses and effective risk assessment"

So for a company like DHL - they say that they exceed these standards in this article (which is us - let's be honest). They pay a couple of hundred $'s per smart lock, and the cost will be mostly/entirely offset by the cost of the insurance premiums. They'll be getting the smart locks for "at most" a minimal fee with a couple of $ per month per unit in SaaS.

I honestly think this next DHL contract could be the biggest yet, as they have had a operation change to send more cargo by rail, which would work in a very similar way.

https://dhl-freight-connections.com/en/solutions/logistics-for-technology-companies-an-overview/

More references to DHL paddocks in this article for extra security, as well as vehicle tracking. Another article written in November 2021, they must have developed something quite unique.

I really don't think it's too far away now

Ref: https://dhl-freight-connections.com/en/solutions/secure-logistics-for-our-tech-customer/

I especially like this section "To meet the requirements of our tech customers, we have developed a corresponding strategy and taken various steps. It was decided to cooperate exclusively with TAPA-TSR certified subcontractors. We also have defined strict regulations for the vehicles being used: their load compartments must be equipped not only with resistant sidewalls and ceilings, but also with padlocks to ensure additional protection against unauthorized access to the cargo."

Article written on 29/11/21 - I'd love to know who the "subcontractors" are delivering this tech! This is a smoking gun

I wanted to say nice price action, but I don't think it is in all honesty. Just back at levels before we were curtailed after a decent raise. Once things are moving, it can still be a multi-bagger from these levels I reckon. Still only £12mln mcap, with one of the contracts we signed that's cheap, let alone 2!

Mm's willing to take up to £30k with of shares. Historically very unusual for this share, at least for now liquidity is there also. It feels like something has changed

At the latest we're due an update in March when the final results are released, hopefully the 2 new contracts have started to show indications of change and/or we get more information. That's assuming we don't see any more contracts landing before, with the possibility of DHL or indeed the container tracking element of the open box venture referenced in the last RNS.

Much to look forward to....

No it isn't, use trac to get the t42 bb

https://www.lse.co.uk/SharePrice.asp?shareprice=TRAC&share=T42-Iot-Track

Link here

There's absolutely nothing to indicate Japan and china deals, no links ? Sounds like a ramp with no substance to me

You're trac in lse and you'll see two separate trac bb's. If I'm being honest, it's just saying there's contracts coming. No links, references out rationale

It looks like it has been plucked out of thin are to me

If you're going to post something, would you be so kind as to do so with rationale and links

What are the 2 news flow updates by the end of the month?

Best post I've seen in ages on this bb billy, rampers blame derampers and vice versa, name calling and very little substance.

One other thing I've seen is, "expanding to me hospitals - must be going well" - I honestly wonder if people have actually been invested in young pharmas before.

Anyway, good luck with your investments, not often you see logic and balance

Really don't think that's on the cards, big pharmas just pay the premium for something that's proven and works and approved. Why? Because they can afford to and don't need to take the risk

One of the biggest misconceptions on aim when people refer to T.O, what big pharmas do is buy certainty and the don't mind paying top dollar for it.