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t42 IoT Tracking Solutions plc (AIM: TRAC) ("t42" or the "Company"), which provides real-time tracking, security, and monitoring solutions for the global supply chain, logistics, container and freight market, is pleased to announce that it has received its first commercial order for t42's sensor fusion based tracking solutions and cloud platform services in Latin America, delivered under the framework agreement with a Latin American consortium announced on 17 December 2021.



In this initial order 500 units are being supplied and it is expected that further devices will be ordered for use at additional ports across Latin America, with potential sales as indicated and more fully explainedin our earlier announcement in December 2021. Port authorities deploying t42's tracking solutions benefit from increased visibility and capability to track and monitor goods in transit.



The customer is a Latin American consortium of five leading local companies responsible for providing local port authorities with trade data for a major regional port in Latin America. t42's tracking solutions and services will help manage the growing trade through the port.

Avi Hartmann, CEO of t42, commented:

"We are delighted to receive our first commercial order in Latin America under the Latin American framework agreement signed in December 2021. It's pleasing to see the progress the Company has made in the last few months, especially the conversion of contracts into long-term commercial business. Each converted contract demonstrates to potential new customers what our business can offer.



"The underlying driver of demand for our tracking and monitoring solutions and services is customers' need for greater security and real-time data about the condition and movement of their containers. This is heightened by the current disruption to global supply chains. Our customers operating at ports choose us because of their need both for enhanced security and increased efficiency."

One person's success or failure has no baring on this, or indeed any other investment, profit or loss on any single share only affects that individual investment.

If you want to discuss the pros and cons, do so, but let's not create a tit for tat name calling exercise.

DHL
Latin port
Open box
Philip Morris
Third party Amazon
DB Schenker

This is the currently pipeline (that we know) on top of all the legacy business. The last name on that list is huge.

I'm not one to misrepresent or sugar coat, we should have had an update on the 2 contracts previously signed. So I shall assume that they have not began yet.

That's not to say they won't deliver, but with the current pipeline, signed contracts and legacy business. I believe that there's enough there to warrant a much larger mcap than £6mln

Personally I've got my holding and still in profit. I could add, but I'm happy with my pf and totally focussed on other shares now. I'm finished with chasing shares, be patient and allow them to bare fruit. If not then, having a balanced pf helps mitigates that.

But for me, Latin America, Portugal, DHL & (less so) open box. The above doesn't factor unknowns

I believe there's too many avenues for them all to fail. So I'm more than prepared, to hold and allow the share to come to me. One decent cash order changes everything, resulting in investors viewing all of the above deals with rose tinted glasses, rather than with pessimism. I could be wrong, but that's my take at least

Gla

That's the point really, I'm bit at all interested if Myles or a few of his followers buy and get us 20% up. Absolutely meaningless to me, they are only extra investors or more likely traders. I'm more interested to hear about the n.a/Latin port deals moving forward and cash following. Even better, further ports getting on board. That's what's going to rerate this, and ultimately what we are all here for

Yes indeed, it's likely Myles, so I wouldn't say that it's a gear shift generally. Hopefully the next update and materialisation of the contracts will provide that

Any criticism leveled right now is fair, two contracts were signed, one was riddled with unknowns and since, we've had no update as to have they started. There was enough there to get past the nomad, so there's clearly something we don't know.

For me this is the worst part to owning shares, and probably the hardest part. Waiting for the finale, but should they deliver just what has been proposed, there is a multi-bagger from today.

Should there be any further contracts in the offering, it will be many multiples. I do think it's poor that since the contract(s) the only correspondence has left more questions than answers. But with little downside from here, and enormous upside, let's see what clarity the BoD bring in time

https://lot.dhl.com/alleviating-africa-food-crisis-modern-agriculture/

Very much aligned with what we provide on many fronts. I know the order was laughable, but their values and trends very much syncs with us. I would hope and expect to see more

Tbf, let's stick to the knowns. Let the contracts develop, if each of the 2 produce a decent amount 5-7mln each, along with legacy business, we'll be anywhere from 15-20mln in revs. Producing somewhere near 5-8mln profit. Pe ratio of 5 will see a multi bag.

The BoD have always been truthful, you can't deny that. Let's bank what we have and see if there are any deals over and above that. I'm not going to hypothesis, as it's purely speculation, but there's a lot of activity in this space for tech right now

Update on Latin America & open box required. How many units have been sent? Officially, they've committed to zero. Is it that? is it 100,000? The BoD need better dialogue, Igor latest interview left more questions than answers, there's nothing on social media from the company since early January. They need to up their game, I get that the BoD is busy, but there is a team who operate the company pr. What are they doing?

I don't think there contracts have produced zero contracts, but if there's an unknown on aim, assume the worst, isn't a bad mantra.

Tom I've seen p2 trials go through all this with efficacy and safety data hitting primary end goals, yet fail.

I'm not saying for one minute that is us! But what I am saying is a conference isn't an indicator either way. Essentially this is about putting us out there, for investment, funding and possible longer term strategic partnerships.

I guarantee, most of the executives at this conference won't have a clue who we are

It's about the concept right now, you've got preclinical data which will be included. I don't see all the data being released in the next two weeks, so there is no new information at this conference that isn't already known.

It's more about investment opportunities longer term and hopefully ii investment that this company desperately needs.

They'll be 50-80 company's there, 90% of which are likely to fail statistically. Our chances are higher than that, for numerous reasons which don't matter for the purpose of this thread

But I thought people would think conference = indicator of success. Just just isn't, I fear this will fall in deaf ears though and people will push the narrative of it works, spike the SP, then listen to pi moan as it then retraces.

I feel that people are going to jump to conclusions that the drug is working because of a conference. It may very well work, but this conference isn't an indicator either way of that

This is really common practice in young pharma industry for a number of reasons, it helps to get ii investment, potentially for royalties and distributions deals, partnerships or even longer term take overs or funding

This is about putting the company on the map where it matters, I am sure lots of people will make the leap of faith to say, "the drug must work"

Look at mtfb and imm to name but a few, all going pharma do this, but please don't take this as "it works". The data tells you that not a conference

https://youtu.be/_XQI15rIQgI

Already been circulated when it was first done, but I've just watched it again. Igor look very confident.

If we can get ports that really is the key especially as we'll own the data

https://www.ashdodport.co.il/english/aboutashdodport/innovation/pages/default.aspx

https://mobile.mako.co.il/news-business/hi_tech/Article-27445b06cdddd71027.htm

Looking for isreali start up IoT tracking companies.

Need a bit more volume though. Hoping for an update personally

Agreed on the one code CTW, let's see.

I'm half expecting an update on the U.S, Latin contracts or perhaps a role out with DHL.

Maybe even further contracts. Personally I'd like all of the above solidified before any new contracts

On a handful of trades we get a 25% rise.

If we get a quarterly update that units are going to the U.S and/or Latin America,, this monetises the contracts, removes any Shadow of doubt, which I'm sure the market nor investors couldn't ignore.

Apart from an rns will make you money, a baby most certainly won't!!!!