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Any idea when they started running this offer? All adds to that high margin SaaS monthly goodness!
Decent write up!
Multi bagger in 2021?
That container ship is something else!
Dont get me started on how archaic the industry is. They need to move into the modern age, as the initial outlay is nothing compared to the cost if something goes wrong!
I'm no fan of Brexit, but I feel it could speed up the digitalisation of the shipping industry.
Always nice to know if people with a decent pedigree are adding, however in the long run it doesn’t make a difference though does it. As the success of the partners will drive the price.
Volume is crazy today! Anyone know if Miles has been buying more?
Nice find! Kenya by the looks of it.
Plenty more info on linkedIn. Just search #The1Consultants
0.60 no way! Still in a rough 0.80 - 1.20 range, but 0.60! I can't see that. I'm also missing these pumps people keep talking about
His reasoning for being invested fits in with the Contguard AXA link up from last year
Cheers! I was thinking that as I couldn't find anything.
Did anyone ask about ICL? That initial small installation was completed a while back, so I guess another order could drop from them sometime or once COVID improves.
I actually think starcom have been unlucky in the past with a number of partners not working out. This is always the risk with disruptive tech, but as you say there are now a couple of really decent partners that are the real deal and will drive this company forward! Namely CropX, Cubemonk and Zero.
Depends what company they're working with. I can't see starcom picking up any vaccine business directly, so we might not get a multi bagging RNS, however I'm sure a number of their partners will or already have secured such deals. So I'm guessing starcom's hardware is already being sold to support this vaccine roll out, just in numbers under RNS levels. Even if its lokies just to secure the whole load on its last road journey.
There was even a post someone shared from LinkedIn about contguard being mention by the south korean government. Now we all know who's tech they use and it shows how starcom will indirectly benefit.
Anyone found anything recently about shiptek? It was a philipeans based tech company using our products in the pharma shipping sector. I've tried looking for them to see what they're currently doing, but couldnt find anything. We had a 3 year supply and support deal.
Thing is there are never that many buys at .80 so I don't think there are many "traders" and this remains an unloved share, which in my book is a good thing as these are the ones that surprise you.
Plus with a little bit of research it is clear that certain partners are doing good things, that will filter through to decent high margin recurring revenue for Starcom.
This will all fall down to what the tech is in that air cargo box. Think they had a link to Bosch not directly with starcom. I'm not 100% on this though.
I'm hopeful that this event (Covid and need for secure monitored shipping) finally pushes the shipping industry into the modern world, it has to happen soon as the amount of loads that get spoiled or stollen due to no security is astronomical.
Well said!
I'm guessing a few more people watched the cubemonk video! Think we will see a few more buys as that news filters through and people see the potential of this link up.
Don't forget the decent SaaS revenue from them, so as they grow starcom are getting more and more high margin monthly recurring revenue. This is what will in the end make this company; repeat SaaS revenue.
I'd add in cubemonk to that list
I'd add in cubemonk to that list
Welcome to the future...
https://www.startupticker.ch/en/news/november-2020/shipment-of-metals-financed-with-electronic-promissory-notes
It's going to happen and starcom's tech will support it.
Also worth noting that the press is now full of the logistical nightmare of getting these vaccines out to the masses so people will start looking I to starcom again