RE: RMS25 Oct 2018 17:54
The facts are there for all to examine. Only two big turbine manufacturers supplying to UK offshore as far as I know : Siemens Gamesa and MHI Vestas. Gyrometric has stated a trial is commencing with a “big turbine manufacturer”. Plus “strong” enquiries from numerous other manufacturers (ALL three major chinese manufacturers, and let’s face it, if you are ignoring China as a market, you are missing a big chunk going forwards). Intellectual property developed over decades of research, ie proprietary software and algorithms, towards interpreting the IME data. Sectors include maritime, manufacturing, wind and nuclear.
Geocurve: how many AIM Cos can name so many behemoths amongst their clients? Stantec, Royal Haskoning, Jacobs, AECOM, Vinci, Ringway Jacobs, AVIVA, HH, Barhale, numerous water Cos/alliances contributing to AMP6, Aggregate Industries...
The sectors are all topical and on the cusp of growth. AI, Data analytics, connecting the physical with the digital (ex BIM), UAV applications, off shore wind energy....
It’s a matter of patience. And there is very little of that around imho. People are obsessed with daily share price rather than value. From certain bankruptcy to near break even in 6 months. So what can the next year or two achieve? No rainbows here, just solid business being built from ground up. DYOR. Good luck all