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These are the two reasons that attraced me to invest in CLX for the long term:
1/ "Calnex designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the critical infrastructure associated with telecoms networks. To date, Calnex has secured and delivered orders to over 600 customer sites in 68 countries across the world. Customers include Ericsson, Nokia, BT, China Mobile, NTT, Intel, Qualcomm, IBM and Facebook".

2/ Exceptional and unique with this company: "The exponential growth of data creation and migration of industries to cloud computing, along with the long-term transition of the telecoms industry to 5G, continue to drive a need for new test instrumentation, presenting the Company with significant, long-term growth opportunities."

However, I won't be surprised that every technology company at the threshold of 5G would love to take CLX over before it becomes too expensive as did Cisco a few days ago:

"Shares in IMImobile soared more than 47% on Monday, after the London-based cloud-communications software company agreed to a takeover bid from information technology giant Cisco Systems, in a deal valued at $730 million, including debt."

Sorry - wrong thread ! I was a bit over the limit yesterday ...

These are the two reasons that attraced me to invest in CX for the long term:
1/ "Calnex designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the critical infrastructure associated with telecoms networks. To date, Calnex has secured and delivered orders to over 600 customer sites in 68 countries across the world. Customers include Ericsson, Nokia, BT, China Mobile, NTT, Intel, Qualcomm, IBM and Facebook".

2/ Exceptional and unique with this company: "The exponential growth of data creation and migration of industries to cloud computing, along with the long-term transition of the telecoms industry to 5G, continue to drive a need for new test instrumentation, presenting the Company with significant, long-term growth opportunities." However, I won't be surprised that every technology company at the threshold of 5G would love to take CLX over before it becomes too expensive as did Cisco a few days ago: "Shares in IMImobile soared more than 47% on Monday, after the London-based cloud-communications software company agreed to a takeover bid from information technology giant Cisco Systems, in a deal valued at $730 million, including debt."

I think if they just make a hint that they are starting to expand in the US, it will go beyond £10 within a few months. The software and the niche market are unique. Expanding in the US means exponential growth. So if one compares TRCS to a similar software such as KNOS (with market cap = almost 9 times etc.), I can see a great value on here thus why it is undervalued. With expansion - perhaps even in Europe - this can easily go to £15 - £20 in a just 1 - 2 years.

Improving economic conditions will trigger more activities thus more rail and road traffic - all requiring services from the likes of TRCS. This is with or without Brexit as this is mainly based in the UK with expansion plans in the US (with traffic 100 times more dense than in the UK) which will increase its growth by ten folds. I will hold the shares for at least for a few years. IMO, this is undervalued when compared to its peers in the software sector.

Sorry sent twice !

Private - Any extra manufacturing need will be filled up by Bracco their partner. For addition infos:
https://www.polarean-ir.com/docs/librariesprovider37/archive/presentations/polarean-roadshow-march-2018.pdf?sfvrsn=fe2303f8_2

Private - Any extra manufacturing need will be filled up by Bracco their partner.

As it is a US company Nasdaq listing will be unavoidable especially when FDA approves the New Drug Application (NDA).

POLX new technique is protected by its IP. So unless it's a new diagnostic tool using another procedure, I cannot see any competition at all. The conclusion is that anyone wanting to replicate must pay for the royalties according to POLC terms and conditions. So the barriers of entry are very high.

Balance: Yes they are working to expand it to cardiovascular diseases. Also, as the screening is safe, it can be extensively used to follow up Covid patients with lung damage evolution during treatment. One can see this is a revolutionary diagnostic tool.

POLX have not competition as its hyperpolaised 129Xenon gas and device are fully patented.

Is this the main reason why Bracco is already invested in POLX - To take it over as soon as the FDA apporves the new diagnostic tool ? However, the price to pay will be very high as the sales pipeline and the prospects for other applications will exceed $500 million per year nearing a billion in just a few years. One can imagine if every machine in every hospital is upgraded with the new diagnostic tool which should happen for two reasons: 1/ Safety and 2/ Cost saving.

“Tens of thousands of people will need to be recalled to hospital after a serious Covid-19 infection to check if they have been left with permanent lung damage, doctors have told the BBC. Experts are concerned a significant proportion could be left with lung scarring, known as pulmonary fibrosis. The condition is irreversible and symptoms can include severe shortness of breath, coughing and fatigue. NHS England said it was opening specialist rehabilitation centres. ... "With all these cases, we can't say for certain at the moment," said Dr Sam Hare, an executive committee member of the British Society of Thoracic Imaging and advisor to the Royal College of Radiologists. "But usually with a virus or infection at six weeks, you would expect the scan to have returned to normal. It hasn't and that's the worry." Like other Covid-19 patients who have been discharged from hospital, Mr McHugh will need another scan at 12 weeks to see if the suspected scarring on his lungs has deteriorated. "In the six-week scans we're seeing, so far I would say between 20% and 30% of patients who have been in hospital appear to show some early signs of lung scarring," says Dr Hare, who helped draw up NHS radiology protocols to diagnose Covid-19. ... Lung fibrosis cannot be cured because scarring in the lung tissue is permanent. But new drugs can slow down the progression of the disease and even stop it completely if detected in time. "We now need to understand how big the problem is and when we should intervene with treatment," said Prof Gisli Jenkins, of the National Institute for Health Research, who is running assessment clinics for those discharged from hospital with Covid-19. ..."

We are witnessing a killer product that will be adopted by every hospital and medical research centre in the world in the very near future.
Last July they submitted 40 abstracts (all accepted) to the American Thoracic Society for various applications.
They also receive lots of grants for their R & D Projects as they are still connected to Duke University.
The grants will reduce any cash burn while orders are coming.
https://uk.advfn.com/stock-market/london/polarean-imaging-POLX/share-news/Polarean-Imaging-PLC-Scientific-presentations-on-h/82955318

Very interesting to understand the technology and the wide range of applications:
hTtps://www.polarean-ir.com/docs/librariesprovider37/archive/presentations/nondeal-roadshow-feb-2020.pdf

As soon as the FDA approves and the new technique standardised and applied, it will become an international must-have in almost every hospital. Accuracy in diagnosis of lung cancer and other conditions will solve so many problems in hospitals and save a lot of money. In addition, They have already flagged up that there are closely looking into extending the technique into Covid-19 during lung diagnosis to make sure there is no confusion between the virus traces and other illnesses such as cancer. This looks very promising indeed.

POLX looking into using its technology to help in the diagnosis of Covid-19: - - - hTtps://www.wraltechwire.com/2020/10/15/duke-spinout-polarean-files-nda-for-lung-diagnostic-possible-covid-19-aid/

Following home work and a bit of research on the impact of POLX technology worldwide, this is what convinced me we are dealing with a revolution in lung imaging and diagnostics, by eliminating radiations dangers: "Polarean Imaging plc (AIM: POLX), the medical--imaging technology company, with an investigational drug--device combination product for magnetic resonance imaging (MRI), announces its submission of a New Drug Application ("NDA") and request for priority review to the US Food and Drug Administration ("FDA") for hyperpolarised (129) Xenon gas used to evaluate pulmonary function and to visualise the lung using MRI."

I expected some profit taking today and took the opportunity to buy today. I am convinced the company has a unique and very useful medical technology that will thrive in every hospital in the world. It will definitely support Covid pulmonary detection instead of using X-ray, especially in vulnerable people.