Member Info for poole

Transense Technologies PLC's contract with the US government is progressing with the successful development and testing of its sensor technology for the new T901 turboshaft engine, which powers Black Hawk and Apache helicopters. Recent deals further secure the supply chain for Transense in the US defense market, and there is significant scope for further work as the company's technology is used in additional applications.

Progress on the helicopter sensor contract

Successful engine tests: The T901 turboshaft engine, which incorporates Transense's Surface Acoustic Wave (SAW) sensor technology, has successfully passed US Army tests. The sensors measure critical torque and temperature parameters in harsh conditions, improving the engine's performance.

Enhanced performance for military helicopters: The new T901 engine is being developed for the US Army's Improved Turbine Engine Program (ITEP). It is designed to provide Black Hawk and Apache helicopters with 50% more power and 25% better fuel efficiency, which is a major modernization effort for the existing fleet.

Securing the US supply chain: To support the increased demand, Transense signed a strategic licensing and supply agreement in May 2025 with ISI Interconnect Systems, a US-based subsidiary of Molex. This deal establishes a domestic US supply chain for Transense's proprietary Application Specific Integrated Circuits (ASICs), ensuring resilience and timely delivery for defense and aerospace applications.

Scope for further US government work

Deployment on Future Vertical Lift (FVL) platforms: In addition to modernizing existing Black Hawk and Apache helicopters, the T901 engine will be used on one or more of the US Army's future vertical lift aircraft. This includes the Future Attack Reconnaissance Aircraft (FARA), providing long-term demand for Transense's technology.

Expansion to other aerospace applications: Beyond the T901 engine, Transense is actively working with other aerospace companies to integrate its SAW torque and temperature sensors into engine, gearbox, and actuation systems. This broadens the potential for future contracts and partnerships within the US defense and aerospace sectors.

Broader defense applications: The recent partnership with ISI establishes a robust US supply chain that can support other defense and aerospace customers. Transense's technology is suitable for various demanding applications where high-reliability sensing is critical, creating further opportunities for growth in the US market.

CHRIS ROGERS Global Director of Adaptix reports -

Excellent two days training our new UK partner on our Ortho350 system.

I am really excited by what the team at Vertec Scientific Ltd UK bring to support our aims in our home market.

It was great to see and hear such engagement, collaboration and excitement in how Adaptix Ltd is truly transforming orthopaedic extremity point of care imaging.

It was great to see and hear such engagement, collaboration and excitement in how Adaptix Ltd is truly transforming orthopaedic extremity point of care imaging.

Most trades are blue- seems like some competition for stock.

Based on previous years we are due a trading update soon.

Hi oogleflugal - my suspicion too is that the further update on trading may contain more than just that - anyone that takes a serious interest in this stock ought to be aware of the various options they have to create further value for investors.

"The Company intends to provide a more detailed update on current performance by way of a trading update to be published in mid June 2025."

In agreement with oogleflugal & Me12345 recent posts- we have just passed the financial year end - I saw the recent RNS announcement as a timely adjustment to market expectations ahead of a likely more formal trading update in a few weeks. Hopefully a driver of the share price will come soon from positive news as to progress in both the medical and industrial scanning activities. While not expecting it would be even better if they were to announce too a timely exit from one of their other activities.Meantime I am also very overweight otherwise I would have added in the low 300p's less than a couple of month

ago.

BACK IN MARCH 2025 I WROTE "AGREE WITH NicetoMichu's ASSESSMENT OF THE SITUATION- THIS COMPANY UNDER THE PRESENT MANAGEMENT HAS A GOOD FUTURE WHICH WILL BECOME CLEARER THIS YEAR. IT1954's VIEW ON THE PRESENT MANAGEMENT IS WRONG."

The recent update shows that the turnaround is underway - MY VIEW IS THAT PROVIDED THE EGYPTIAN DEAL IS COMPLETED THIS YEAR THAT OUR BROKERS CURRENT YEAR REVENUE EXPECTATIONS ARE MUCH TOO LOW. MY PRINCIPAL DISAPPOINTMENT IS WITH THE TIME THEY ARE TAKING TO GET FDA APPROVAL IN PARTICULAR BECAUSE WE ARE GEARED UP VIA OUR US SUBSIDIARY TO SELL OUR BEST- IN -CLASS NEONATAL VENTILATORS THERE. I AM NOT KEEN TO SEE OUR COMPANY BEING TAKEN OVER AT ANYTHING NEAR THE CURRENT DEPRESSED PRICE WHEN THE FUTURE PROSPECTS ARE SO GOOD.

I AGREE WITH NicetoMichu's ASSESSMENT OF THE SITUATION- THIS COMPANY UNDER THE PRESENT MANAGEMENT HAS A GOOD FUTURE WHICH WILL BECOME CLEARER THIS YEAR. IT1954's VIEW ON THE PRESENT MANAGEMENT IS WRONG.

Curious regarding- today;s RNS announcement that Kave Signaroudinia (seemingly a Baillie Gifford partner) has raised his stake in SCE from 5% to just over 7%. Those with a longer memory will recall that Richard Sneller also affiliated then with Baillie Gifford was for several years the major SCE shareholder with over 20% -which he dumped either all of or at least most of last year despite having subscribed fo 20m SCE shares in a major fund raising the previous year! Your thoughts?

The recent RNS was as vague as usual in terms of explaining what real progress has or is being made (seemingly little) in solving the waste problem. That is despite help from many interested parties. Even 86% good product if achieved would be very poor longer term.

Over 2 months since any posts here. I feel that there is often an attempt to mislead whether trade is buy or sell with late reported trades. The decision to report buy. sell, or unknown is too often based on the spread when the trade is reported rather than that at the time of the trade, An example is the TRT late trade on 31/01/25 of 10000 at 151.90 which was reported between 17.00hr and 18.00hr when the spread was 150 -160 and described as unknown when at the actual time of the trade 13.13hr the spread was 147-152. As the trade was very close to the top of the spread then it would be more reasonable to deduce it was a buy. This false description of late trades happens too often!

Hi Twandyshap =

Hello tyrandyshep

Recent post suggesting instant loss of £1500 for a purchaser of 15k shares is way out- the investment would only have been £15!

I am of the view that the company will survive.

HI fortnefvrsbrve, your recent post both described as buys could well be the same party first selling to take a loss and buying back- maybe not the same person on end of both trades.

hi pad**** - in your recent post you said - "look into the lean sigma 6 approach shows that gm is a leading exponent of this and have been using it since the 80s including with the suppliers. looking into st there is no reference to them using this until the continuous improvement manager was advertised."

in my post on the 16th april 2023 i noted that they had been advertising for a " six sigma project manager' and amongst other questions had asked them in an email who in that role would be reporting to ? you may not be surprised to hear that as with most matters raised then there was no answer provided!

Not a shareholder but have watched this one on & off for several years with a degree of amusement. My thought is that what Valsen has recently of late portrayed may well have been the situation when Guido initially became involved but it is clearly difficult to reconcile that with the the RNS announcement as to forward orders etc. having to buy in logs will restrict profitability this season. About a year back a couple of guys with the right credentials bought in at 1p/share and I think added more money later by exercising warrants- difficult to believe they have vanished! I am inclined to think that Guido's story may actually reflect their behind scenes input. Allenby Capital would have a lot to answer for if Valsen's on the ground view is the true situation. I doubt that Allenby Capital has been hood winked - in which case what is Valsen's real position buyer or seller? THOUGHTS?

Hi waccybaccy - your post today at 10.10 appears to lack any message!

The partnership announcement is an interesting development as it will facilitate integrating Translogics hardware into potential customers/fleet managers operations - but lacks info s to who on the ground will be marketing & selling the relevant Translogic hardware to Asian fleet managers etc.?

It makes little difference to me now having already lost 98% of my investment having acquired my holding around early 2022. In a previous post I reminded that as an attendee around April 2022 at an Investor presentation held at Knowsley I had specifically asked whether the new process had been tested before installation - the response from management pooh poohed the idea!

Since then we have been regularly fed what have been half truths about progress - whenever I asked pertinent questions about Stages 3 & 4 they avoided providing answers.

Frankly they seem technically to have been out of their depth and probably still are. all we have been continually fed is waffle!

The recent RNS announcement praises the contribution of the departing Chairman - it is true that he contributed to an impressive order book but he is responsible for the awful state the company has descended into. It was a disgrace and afront to shareholders that millions of options were dolled out as one of his last actions before leaving.

The new Chairman at this stage has a huge task to get things on track. A process that runs with almost 20% scrappage is in my opinion unlikely to be viable - it needs to be less than 5% but no indications at present that will be achieved - instead they are now trying to suggest that new capacity is the answer!

Perpetual(Sydney,Australia) has dumped around half its holding starting just ahead of the recent Interims. Another 3.4m shares still to sell if it intends to complete it's exit.I would hope that our Brokers would be endeavouring to hurry that process along by finding a buyer (or buyers) so that it does not remain a drag on the share price

The outlook as outlined in the .Interim Statement provides encouragement that they are over the worst while navigating their planned transition in what was a tricky 1st Half.

I am inclined to believe that the future is rosier provided they continue to actively transition and reduce their debt level as they are forecasting.

For those not aware there is on Wednesday 2nd October an Investor Meets Company Presentation(IMC) at 1.45 BST.

ST has recommended Avingtrans numerous times previously often creating an immediate positive response in the share price. However not immediately today (down 5p). with some weak holders likely taking profits ahead of some nasties anticipated in the end Oct. Budget. I concur fully with oogleflugals recent post. A very well run company and has plenty of scope over the next 18 months for share price to move up..-Possibly quite a bit!

In my very recent post replying to Stuartrm I ought to have mentioned that these figures were RESULTS FI OR THE YEAR not Interims!.

Also both brokers Singers and Cavendish have this morning put out encouraging notes - with price targets of 525p and 495p and forecasts through to FY26.