Member Info for Nig1954

It would be great to think that the compact boxes they're referring to could be one of the above. Kylos Air Connect IoT sends a real-time alert or notification to the Monitoring Center or personnel authorized to activate the reaction protocol. Whether be your freezer, thermal bag, cooler, warehouse, or transport, Kylos Air Connect IoT is 100% autonomous and detects any deviation from temperature ranges at ultra low degrees. Kylos Air Connect IoT can manage:

Temperature

Operating Humidity up to 100%

Temperature Sensor Range (-200ºC to +200ºC)

Cellular Communication 3G, 4G LTE

LoRa WiFi connectivity

GPS Location

GLONASS Satellite

Light Sensor

Accelerometer

Barometer

Long Life Battery up to 300 days with our recharge
Starcom first alerted us to Kylos Connect Units on 29th December 2020 which nicely fits in with Dr Reddy's who were putting together their supply chain around this time and carrying out due diligence exercises to check everything in the field to confirm efficacy and operational capabilities. Starcom management even announced how proud it was to be involved in "our effort to eradicate the global COVID-19 pandemic".
If we're not a participant in Dr Reddy's global supply chain i'll be lost for words. Anyhow, here's hoping!! https://bit.ly/3fPWYLQ https://twitter.com/messages/media/1398226366798221316

Sputnik is being imported in a frozen form from Russia. DRL is responsible for ensuring the vaccine remains stable and the sanctity of the cold chain is maintained from the manufacturing site in Russia to its cold chain point and eventually to all parts of India.
It requires a temperature range of -18 degrees C to - 22 degrees C to maintain stability.
They’ve adopted a solution of using compact boxes in which the vaccine will be transported to various parts of India through a combination of air and road transport .
As of now DRL’s contract with RDIF is for 250 Million doses for India with an option to increase. The target is to produce 60/70% in India . It will be imported from Russia at present as long as the Indian sites can peak their production of the vaccine .
Together the Indian sites have scope to produce 850 Million doses in annual capacity and more partners are likely to be added soon

Back in September 2020, Dr Reddy’s acknowledged they were facing a unique situation which would stretch supply chains to the limit . They said that to overcome this Digitalisation would be a vital part of their core strategy and it was their aspiration to become a leading digital pharma company by introducing an integrated and robust way of digitalisation from concept to market .
In mid April they announced that logistics companies that wanted to be adopted into the supply chain required several qualities; good quality products offering supply chain efficiency, adoption of internet of medical things (IoMT),trustworthy logistics partnerships, and most importantly should be utilizing RFID technologies for better operations. I think Starcom satisfy all of that criteria which gives me greater confidence that they’ve every conceivable chance of being a partner within Dr Reddy’s Covid supply chain

It's worth taking a note of Coldmans business connections. Hopefully, if all goes to plan there could be some strong strategic alliances formed for the benefit of all parties

An article on Coldmans Logistics who claim to be India's largest Cold Storage operator and are a client of iTrackIndia. They provide the cold storage facilities and are also rumoured to be in Dr Reddy's supply chain. https://bit.ly/3i23D8e

India’s government could be spending more to help its population of almost 1.4 billion weather the economic devastation from the country’s explosive second wave of Covid-19 infections, according to Nobel Laureate Abhijit Banerjee.
Official numbers show that India’s ferocious second wave has slightly ebbed in recent weeks -- although public health experts believe those figures, particularly fatalities that now total more than 300,000, are a dramatic under-count. Yet with India’s vaccination campaign stuttering and the country recording more than 200,000 new Covid cases each day, policy makers are already warning of a potential third wave.
After devastating India’s biggest cities, the virus is now ravaging the rural hinterland where about 70% of the population lives with limited access to decent clinics, hospitals or health care.
It sounds as though the Indian Government's attempts to vaccinate its citizens are lamentable and that it will become more reliant on private initiatives because its health system is over whelmed.
It will be interesting to see what Modri's stimulus package its citizens.offers . There could be scope for more private initiative assistance if the incumbent administration is unable to cope

An excellent find by Riddler_Smith posted on Twitter https://twitter.com/riddler_smitb/status/1397975785722585093

Also, the Germans have been slow to embrace IoT and move from Analogue to Digital. Others are eyeing this space and may see the current time as ideal to steal a march on their competitors. If there's something you can criticize the Germans about it is their lethargic approach to the pace of change that is happening in the rest of the world. The US is waking up and beginning to spend BIG on infrastructure projects. South East Asia is marching ahead but even the Middle East are beginning to see the bigger picture. We're in for some interesting times and possible wide sweeping changes.

It wouldn't surprise me if some of the large German companies are bought out as we emerge from Covid. Europe is behind the curve and there are some very large global entities seeking to buy market share and eliminate competitors. The slow pace of recovery may provide the ideal climate for this to happen

MM's have been offering above Bid and are prepared to buy in volume. That suggests to me that shares are hard to come by and there may be 1 or more large buyers in the background. Whatever the case, it should augur well for our sp. Let's see how things develop

Yet, more possible good news involving iTrackIndia. Last week i mentioned that one of their clients was taking over Panalpina's ,later this year. Hot on the trail of that ,news has just leaked they're also involved in discussions with D B Schenker on a proposed takeover next year. If that comes to pass, they'll be a global Logistics giant which could possibly provide significant opportunities for Starcom. If, as has been mooted, Logistics is finally preparing to embrace Digital in the move across from Analogue then this company will be one of the primary movers and shakers. https://t.co/6Zjl0hxhnf?amp=1

Signs that something else involving Helios may be brewing in Africa . Just short of a week ago, this link appeared from the CEO of The One Consultants Ltd , our African Distributor. Isaac gave it a "like" but i wasn't sure what it was in reference to. Following, on from these more recent links on LinkedIn,i'm inclined to think there's a potential new/upgraded contract being worked upon in the background https://www.linkedin.com/posts/jacobwoduor_the1consultants-activity-6801449082490515457-C2c1
https://twitter.com/messages/media/1397867228712869893

He’s our Africa sales manager. If I had to take a punt, it could be connected to #Helios units as there’s been several suggestions that something was in the offing within Africa. Is this our seminal moment with several potentially healthy contracts being finalised within a short space of each other. BOD are clearly optimistic and Hunky is more enthusiastic after speaking with BOD. So ,fair to say, somethings afoot

The good news keeps coming. iTrackIndia, our Indian Distributors have propelled themselves into the top 20 Logistics companies in India. There are some huge global companies in this group who between them account for much of the Logistics revenues earned throughout the whole of Asia and the Middle East. So that's quite an accolade to find themselves in such exalted company. Further evidence that iTrackIndia are an up and coming Logistics company in India. That's quite an accolade https://lnkd.in/eCFydD4
Here's further evidence that we may be part of the Dr Reddy's initiative. This Warehousing outfit are another iTrack customer https://twitter.com/messages/media/1397505530231406598
Finally,loads happening on the Dr Reddy's front. Will get my head around this and post more later

That's very reassuring and might i say a very positive point of view. I'm pleased to hear that your past concerns regarding finances have been addressed. I came to that conclusion a couple of months ago after detailed discussions with Igor concerning the Going Concern note included in the Annual Report. Despite best efforts to get the message across i rather suspect that many existing and potential investors have failed to appreciate the importance of this particular issue.
There's a lot happening on several fronts and understandably the company is somewhat reticent to say too much. I do think that NDA's are the reason as they're involved with several global companies who'll have their Legal departments looking to take issue with anything which in their view breaches those agreements.
However, discussions with well connected personnel within some of their larger Distributors reaffirms that message. Also, the recent actions of the BOD and NED's should give some clues that this company's on the turn. No one is going to take shares in lieu of salaries if they have concerns about the company's future. Also, the fact that Igor has chosen now to increase his shareholding is also testament, i think, to their confidence that these "irons in the fire" are about to bear fruit

Igor will not be on a huge salary package. That’s one of the benefits associated with this company as BOD aren ‘t lining their own pockets at the expense of shareholders. Also, he doesn’t have a wealthy background behind him so it’s good to see that he’s now choosing to increase his shareholding. I’m more inclined to be of the persuasion that a few potential material orders that have been bubbling away in the background are about to come to fruition.Despite Covid initially having a serious impact on this company’s fortunes, recent signs indicate Covid may be our catalyst which will transform the fortunes of this company

Difficult to follow what’s going on here with several large buys in the region of £0.80

The intention is to administer 800,000 Sputnik doses in each of the next 2 years. Initially Pfizer initially confirmed their container boxes contained 975 doses. Working on a similar That doesn't allow for wastage and spillage of which there'll undoubtedly be quite a bit and i wouldn't be surprised in the least if that exceeded 10%.
I don't know the retail price, whether a special price has been agreed, on humanitarian grounds , or the profit margins. However, i've seen articles suggesting distribution costs might account for $1/dose. That seems high but given the fact they're retailing at approx $14/dose, that may be achievable.
Anyhow, $0.75/$1 would equate to $600/$800K /annum and there's a prospect that if Dr Reddy's are very proficient they could be granted additional distribution rights within India.
Also, India seem to be ahead of the curve in comparison with many other poor countries, such as, South America/Africa,for example. If they're successful in rolling out this programme there's every chance they could be asked to undertake a similar venture by other countries.
Dr Reddy's has already announced that it's gearing itself up to do something similar elsewhere and they do have a global presence. IF, we are their preferred partners then this venture alone could be very remunerative as according to the WHO this vaccination programme will be an annual occurrence and is likely to be with us for several years to come. Just a thought!!

And it begins to get even better.
The Chairman and CEO have exercised options in lieu of outstanding fees and salaries along with some NED's. If that's not putting your money where your mouth is then i don't know what is. The fact they've chosen to take shares in lieu of outstanding salaries should give all shareholders some comfort that they are getting behind Starcom and aligning their interests with those of their long suffering shareholders. It applies to 60% of outstanding salaries and is exercised at 0.80p which is slightly above the recent asking price, so not at a large discount, which happens regularly with many AIM companies.
The remaining 40% of salaries to commence shortly, over an extended period, "AS CASHFLOW PERMITS". That's the important bit. They're not going to deprive the company of much needed Working Capital to finance any large orders that may materialise. They're prepared to bide their time and take as and when the company can afford.
Ok, the Chairman and CEO are taking up some options which will dilute existing shareholders interests and the NED'S may do something similar at some future point, but if ,in return, Starcom receive large orders which help to boost the sp then i'm all for that, as it's reward for effort and let's be fair, the BOD have not bled this company dry with large salaries and benefits packages which frequently occurs with other AIM companies. As far as i can see ,they've always acted honestly, with integrity and with the companies best interests at heart .
Furthermore,they're proposing to receive Ordinary Shares for part of their fees for the next 12 months. The details of these proposals and any future options are still to be finalised by the Board and further announcements will be made in due course. Provided the terms are reasonable i don't have any issue with this. Again it indicates they're prepared to be patient and wait for their rewards until such time as the company can afford without compromising it's ongoing position.
All in all, that looks to be a reasonable deal for shareholders. What's more i suspect some very good news is about to be imparted to us and if" all our irons in the fire" come to fruition then i'm inclined to think the company has a very favorable outlook and within 12 months from now it will be in a much different place accompanied by a much needed boost to it's sp.

More information on another front, last mentioned , approx 2 months ago:

https://twitter.com/andybalc/status/1396740401197895684/photo/1

Things are beginning to hot up, at last

A further update on the very fluid Sputnik vaccine story:
Dr Reddy's are currently engaged in discussions to bring the single-dose vaccine Sputnik Light to India.
Last week, Dr. Reddy's commenced a limited pilot soft launch of the Sputnik V vaccine in Hyderabad, which is expected to ramp up over the next few weeks and extend to other cities as well.
"The pilot is intended to help test our -18 degrees cold storage, CoWin integration, track-and-trace and other arrangements before the expected commercial launch in mid-June. They are exploring partnership possibilities with all stakeholders, public as well as private,"
India’s Covid-19 tracing app Aarogya Setu has been integrated with the vaccine registration app CoWIN. This will allow users to download their vaccination certificates and get other information about the vaccine drive from the Aarogya Setu app itself
The supply of the Sputnik V vaccine will commence from Indian manufacturing partners and further consignments of doses are expected over the next few months. The availability of the vaccines will ramp up in the next quarter for the Made in India product. Around 60 to 70 per cent of the vaccines will be made in India and most of it will be used in the country itself. On the issue of production capacity, the Russian Ambassador to India,Nikolay Kudashev added, "We expect that its production in India will be gradually increased to 850 million doses per year. Looking forward to further expanding our bilateral and multilateral cooperation with India to stop the pandemic."