RE: Big movements this week15 Feb 2021 19:21
Duster - tech companies normally have a valuation based on 20x earnings so I think once Arrival contract kicks in we would be looking at £7-10 for an offer and there’s one in particular who will be running the rule abs that’s GKN ..... they have inside info and with arrival contract they could easily swoop knowing they will sign the anti ice wing contract to supply them over 5-10 years.
Hi Neon, there is plenty to look forward to, i will try to post my updated info on here again, I spent a lot of time analysing TWD and I wish LSE was like Stocktwits where you can post pics and holding trades ... for the record I have a lot of money here .... a lot.
The near term catalyst is from their las test presentation where they clearly state one of the OEM American health care specialists who is trialing TWD products has asked for a second design.
This coincides with the 3RD factory currently being designed and equipment being transferred / ordered ready for major production , this site is located in Gloucester and located 1 hour away from Bentley HQ who Trackwise published their specific article on their LinkedIn site .... coincidence ? Maybe.
Apart from the 87 ..... wait .... I think it’s more but 87 Agreements / discussions going on with most of them NDA ... non disclosure agreements , my mind starts to boggle and to think they could announce a number on contracts consecutively is truly scary .... Especially now they have 3 production sites they can more than likely upscale and supply everyone’s needs.
They have been talking to some for a while hence they mention in their presentation of “ anticipated orders “. Their product which will really catapult the company and SP is the catheter market because they will be industry standard and the only one capable of supplying the product hence they are are currently TRIALLING with 4 OF THE TOP HEALTHCARE operators in AMERICA.
There’s the possibility of a Nasdaq listing which I think is likely towards year end .... there’s other contracts / customers and potential for Trackwise which I will touch upon over the next few days without clogging the bb.
Bentley need an EV supplier for battery packs ... only an hour away
Jaguar announce today about going EV ..... they are close by ....
How many more will chose the PCB battery pack circuit boards that reduce weight and size and cost for EV OEM’s that ARRIVAL ... a multibillion pound company chose ?
The 5g market is interesting but IHT division is where real growth is. Also check out recent broker reports who speculate that if Trackwise land anymore contracts then the rise in price could be spectacular.
Ps. Accumulation over the last 4-6 days is obvious ... expecting a nice spike before the next contract. Lockdown easing will also help but it’s the catheter contract that not if but when it’s announced will really charge us forward.
If GKN had half a brain they should buy out the company before this acorn grows i