Member Info for Thebottomfeeder

AFRC - this stock will probably never get the proper recognition until it moves to a bigger stock exchange or it gets acquired. I am holding on to this one until they are acquired but it could take several more years for this story to develop. I am finally seeing hints they are on the right path and it is only a matter of time. I am fully loaded on this stock but believe it is at a great price now to get more for those who can do it.

Persimmon, my concern as well. I would like to see Colin Evans publicly discuss the expected order size and timeframe from the CEVA deal. I would think they would want to promote this heavily to help push interest in the stick.

Anyone who is invested in Thruvision should be extremely bullish on this news - potentially a 1,000 unit opportunity:

World leading supply chain management company CEVA Logistics is deploying Thruvision globally. With over 1,000 facilities in more than 170 countries CEVA is working with us to protect their customers, assets and people.

https://twitter.com/thruvision/status/1628314878787174402

One more subtle hint of TSA looking at Thruvision as the next-generation passenger screening technology. Watch this video and you will see Thruvision clearly represented: https://www.youtube.com/watch?v=tpPcqe63SHM&t=6s

Skid, Thruvision will replace current body scanners that only detect metal or still require a physical pat down. If you have not yet, look at their videos to get a sense of how this technology would completely change the process and security posture of passenger screening. Thruvision does not replace the bag screening.

Nothing is guaranteed, but consider that Thruvision was recently awarded an IDIQ Contract with the US DHS (indefinite delivery/indefinite quantity) for the border patrol and also that the technology is used to screen employees at some airports. The issue the TSA had with Thruvision was the green ghost figure that shows up - which is silly. I believe Thruvision has developed a new user interface that shows the actual image of person, then the image of hidden item on the body. It seems everything is lined up for the TSA to approve. This investment may take another year or so to play out but feel the technology is obviously different than anything else out there, the addressable market is incredibly large and a larger defense contractor-type company will want this technology as they have the ability to scale where Thruvision today does not. This company/stock is just not on anyone's radar and wont be until they get into airports and win large orders. I have been in since 2016 and own a lot (!) of shares. I believe this is an obvious win at some point.

I believe the big inflection point for this stock will be when the US TSA approves Thruvision to be used for airport passenger screening. Once this occurs I believe it could be the opportunity for the company to look for buyers as well. The total addressable market from airports, distribution centers and border patrol worldwide is huge. This stock is not low because of manipulation, just a lack of any visibility of what this company's potential is.

Its $7m in new funding. $14m is total spend. from CBP since 2021.

Surprised the annual report has not been released yet.

Keep watching for the US TSA to certify Thruvision for airport passenger screening. Once that happens I believe the value of the company is greatly increased and could be what will open up the possibility of an acquisition.

The image within the article shows a Thruvision image.

http://www.asahi.com/ajw/articles/14346949

FedEx was referenced as a new customer in the last report. There was a shooting at one of their locations last night. This is not the first time this has happened. I have to believe FedEx will now reevaluate their security protocol. Hopefully Thruvision is part of that planning.

https://www.nbcnews.com/news/us-news/shooting-reported-fedex-facility-indianapolis-n1264249

What was quietly mentioned in the report was the reference to FedEx making a purchase. My guess is they purchased a few to test. This could be a huge customer as they have over 1,000 locations that probably could use Thruvision. Keep your eye out for further announcements with FedEx.

https://www.fedex.com/en-us/about/company-structure.html

The big event for us is to wait for is the US TSA's review of the new interface that shows the picture image of the person instead of the green ghost image. If the TSA approves that for passenger screening at airports, Thruvision's addressable market will be much larger and should see orders at US airports starting later thi year. If this occurs, we should see the value of the company start moving much higher.

I watched the webinar yesterday. Overall I found the messaging positive, but there are two key points investors should focus on:

1. The US TSA will begin evaluating the updated view of an inspected Thruvision passenger after Christmas. In order for Thruvision to be allowed to screen travelers at airports, any hint of showing ones anatomy must be hidden. The example they showed in the presentation changes the green ghost image to the actual picture of the person with the detected object overlayed. This will no doubt be approved. Colin Evans could not discuss what will happen after approval, but I got the sense this will open up the entire US airport market. COVID has shut down screening and infected TSA agents at some airports. This could develop very fast once approved and hope they can scale production as needed.

2. Brilliant question was asked if they considered being listed on a bigger stock exchange like the US NASDAQ. If this happens along with a high profile order from the TSA, this stock could see a huge interest from investors. Evans said the Board was "increasingly thinking about". I hope they are starting to make plans for this to occur. The stock has no visibility today.

I believe these are two big inflection points to drive the value of the company much higher in 2021.

From the RNS, this is the most important statement: ""Coronavirus-delayed US Transportation Security Administration testing for passenger screening now restarting;". I believe Thruvision is about a year away from seeing demand for it's products take off.

https://www.usnews.com/news/business/articles/2020-06-19/reports-tsa-insider-faults-agencys-response-to-coronavirus

The traditional millimeter wave body scanners is a big problem for security screeners as they can not see what and where an item may be on a traveler, therefore requiring a more personal interaction to inspect the traveler.

This is a big opportunity for Thruvision to systematically replace all of them. My concern is the company today does not have the ability to scale to meet such a demand. Only way is through them being acquired or receive a major investment.

Large opportunity for Thruvision in India and perhaps globally if this policy is implemented.

https://www.timesnownews.com/india/article/frisking-physical-contact-to-go-longer-queues-added-wait-time-to-be-new-normal-at-airports-metro-stations/593706

Persimmon, agree that the COVID-19 virus is creating a very favorable environment for Thruvision technology to be even more important. Not aware of any other technology that can compete with what they have.

Good article showing value of Thruvision assisting with border security. I have to believe this example will help Thruvision to sell it's technology globally for border security use cases.

https://www.abc4.com/news/body-heat-scanners-will-help-agents-detect-drugs-and-weapons-at-border-crossings/