Small Disruptive Tech Stocks

[Joshuatree]

There are plenty on the ASX, some are doing really well e.g. OVH,BPF CM8, ENZ .With the use of the Cloud increasing hugely and APP based solutions ,Intranet, M2M(machine to machine comms), IOT (internet of things)there is a lot going on and a sector not to be ignored in the years ahead.Im hoping we can all share our ideas here to bring companies of int to each others attention and derisk and make some moolah. Im a bit of technophobe but believe this is a sector not to be ignored.. Thoughts and ideas welcome here.Im holding CM8,OVH,BPF,YNB atm and will post bits about them and others when i have more time/focus.

[NZSilver]

Direct carrier billing - MBE
Wouldn't call it disruptive but RNT looks promising

[Baa_Baa]

Here's a couple to kick things off.

CL8 - Collaborate Corporation, in the Person to Person (P2P) space joining up renters with people who have unused items to rent, Cars - DriveMyCar, Caravans - MyCaravan, General items - Rentoid. Along with FundX - a Fintech invoice finance/discount platform. And PeerPass - a trust platform for P2P transactions. I think they're doing well and have a bright future.

BRN - BrainChip, an 'out there' speculative punt on a hardware only self learning (AI) chip technology, promising extremely fast massively parallel processing (like a human brain). If it takes off, they will licence their tech to large technology chip manufacturers for CPU, GPU and the like.

CM8 as mentioned by JT looks promising as well.

There's plenty of others, if this thread takes off I'll post a few more, but bear in mind that like the NZX, the ASX doesn't really understand tech companies and consequently SP's are often way under or way over valued with no rational reason either way. I think that apart from the occasional meteorite ASX tech, which there will be from time to time and is subject to active trading interests, the tech sector in general is best approached as highly speculative. Diversifying with modest investments over a range of emerging technologies with a 5-10 year horizon will see some punters with patience do very nicely indeed. Jmo.

[Joshuatree]

BPF recco by The Bull

"Providing end-to-end managed cloud services, Bulletproof is well positioned in a fast growing sector. It will benefit from a growing number of enterprises taking their business to the cloud. Recurring revenue provides income stability. Management has a favourable track record in the internet and software industry and are major shareholders in the company.

My entry was re 30c currently 41c DYOR.

[duncan22]

SMN - structural monitoring systems for aeroplanes that save airlines a lot of money from manual inspections for cracks etc. Just got FAA/Boeing approval today after 10+ years and should be some big deals coming soon with Delta and other airlines.

[Joshuatree]

Really int thanks duncan.Are you a holder and any background you care to share.?Up 23% today and up 100% since Dec 1st, hope you've enjoyed the ride.:t_up: Under my radar and many others, congrats.

Delta/Boeing /FAA in Flight Programme- Important Conclusion
Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUMN4A y%2FpnOLrplJ2%2Fk%3D)

[duncan22]

Really int thanks duncan.Are you a holder and any background you care to share.?Up 23% today and up 100% since Dec 1st, hope you've enjoyed the ride.:t_up: Under my radar and many others, congrats.

Delta/Boeing /FAA in Flight Programme- Important Conclusion
Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUMN4A y%2FpnOLrplJ2%2Fk%3D)

Bought at 42c, 73c and again today at $1.24 - I see it as derisked now and surprised at the jump today, expected more - my biggest holding by far - not planning to sell for quite some time.

Here is some good reading: http://www.smsystems.com.au/_content/documents/926.pdf

And this presentation: http://www.smsystems.com.au/_content/documents/932.pdf

[Joshuatree]

Excellent and thanks for those two good reads; lots to like

"Toby Chandler, SMS Managing Director, added: “It is extremely gratifying to finally achieve this


outcome – an outcome which now truly enables SMS to become a highly relevant, and


singular, global leader exploiting the significant opportunities applicable to


CVMTM


in the global


aerospace industry. After many years of consistent focus, technological evolution and strategic


re-positioning we have finally achieved the end-game that we have always envisaged for


We now look forward to capturing the huge market potential that exists for SMS, our


shareholders and our valued industry partners. We especially thank Delta and Sandia for their


support, focus and shared belief in the significant commercial and disruptive characteristics


existing with our unique technology”.






A snippet about OVH

LUMINOUS lights up wealth planning

Faster transaction times for clients. A big-picture view of client wealth assets in one central location. That's what the powerful new next-generation OneVue platform called LUMINOUS offers to advisors, industry super funds and accountants.
Built by OneVue and launched in September after 18 months of development, LUMINOUS, a wealth management technology which saves time and money, helps advisors get ahead of rivals and boost their attractiveness to new client segments. With advanced super and SMSF tools, LUMINOUS has two separate interfaces – one for consumers and the other for advisers - to manage non-superannuation wealth across 800 managed funds, property, term deposits and more.
Using LUMINOUS can improve compliance, deepen relationships with referral partners such as accountants and reduce time spent on follow-ups and queries. With a fresh and innovative dashboard that acts as a powerful workbench, the program frees up advisers so they can spend more time with clients.

Holding from 46.5c now 77c, spp in progress @68c

[NZSilver]

Cheers duncan I like the look of SMN! see what happens today, looks like it will open on a new high. Better late than never...

[penn]

Anyone looked into HZR? - a recent IPO, I tried to purchase on ASB platform, they said it was not available.

Hazer Group Limited (HZR) is commercialising the Hazer Process, a novel low cost graphite and hydrogen production process developed by researchers at the University of Western Australia
Could be disruptive?

[Joshuatree]

cheers penn re disruptive , pretty flexible there.Anyone else run their eyes over it. Will try later.

Some info on YNB from company today re MYSQUAR 3% forging new ground in MYANMAR
MEU 48%Disruptive Aus mobile network op
WONDR 100%Major social network platforms into 1 feed
PRISM DIGITAL 60% Digital recruitment agency
GOPHR 75% Order your courier from your mobile
BOPPL 72%Leading mobile ordering and payment app

PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01699176) Acheivements 2015

[Joshuatree]

YNB Looking very weak still on the depth with big spread. Be careful DYOR.

[Joshuatree]

SOR ; a friend pointed this announcement out to me yest

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUMN5w %2B0pnOJsplJ2%2Fk%3D)

-The Nanocube memory ink will also be tested on glass materials for potential use in the infrastructure sector.
-Endurance testing will also be conducted over a larger number of cycles.
-Different materials from large companies such as Kodak(flexible plastics), Dupont (conductive inks) and Corning(glass) will be trialled to see which specific products enhance the performance of the memory ink even further.

[Wolf]

I'be been following YNB Joshuatree.
Provides exposure to a range off start-ups. Only need one to take off.
Gophr could prove disruptive.

They're raising capital in the third quarter, so i'll be waiting until after then.
With the distressed share price could be at a bit of a discount.
The reduction in salaries and focus on monetisation is a step in the right direction.
http://stocknessmonster.com/news-item?S=YNB&E=ASX&N=741633

Really wish management would release some actual numbers, impossible to get a sense of value until they do.
They talk a big game, and all the presentations look good but i'm still not convinced with some of their investments.
None of the apps have much downloads which isn't a good indication, or have a decent social media following.

However they do appear cheapish at current levels.

[Joshuatree]

Download(hasn't worked but the research note is on the ASX website and prob on ISX w/s too.)
Great minds think alike wolf (but got there in very diff ways:)

iSignthis ISX a FinTech competitor for PayPal first rev to flow 2016. But not a micro cap re $175 mill mktcap

[duncan22]

Emefcy wastewater treatment technology from Israel has backdoor listed onto the ASX and looks interesting, high profile management, shareholders and board. http://www.emefcy.com/, code EMC.

Good reading on the old thread: http://hotcopper.com.au/asx/sav

Currently trading at oversubscribed IPO/Cap Raising price of 20c.

[Joshuatree]

Was watching this vid on EMC 5 mins ago!!! :ohmy:

https://youtu.be/X5wUIijZBYg

[muss1]

I'm a fan of MBE which was mentioned earlier. Also PRO is a pick for me and a big pullback recently offers pretty good buying right about now

[Joshuatree]

BPF recco by The Bull

"Providing end-to-end managed cloud services, Bulletproof is well positioned in a fast growing sector. It will benefit from a growing number of enterprises taking their business to the cloud. Recurring revenue provides income stability. Management has a favourable track record in the internet and software industry and are major shareholders in the company.


My entry was re 30c currently 41c DYOR.

47c now new high after pausing of a wee while.

OVH tracking up again too , 85c(up 83% for me);have applied sir some spp @ 68c.
YNB stuck

[showstring]

You should look into these two companies if you're interested in disruptive tech stocks. Both are US based, and recently reverse-listed on the ASX.

BUD - Internet of Things company based in Seattle, Washington - website https://buddy.com/
BRN - Artificial Intelligence company based in Aliso Viejo, CA - website http://brainchipinc.com/


some research on Buddy
http://www.asx.com.au/asx/statistics/announcements.do?by=asxCode&asxCode=BUD&timeframe=D&period=M6
http://www.asx.com.au/asxpdf/20151026/pdf/432cyvv7498lk0.pdf
http://hotcopper.com.au/threads/what-is-the-real-potential-of-buddy.2628472
http://hotcopper.com.au/threads/winner.2558194/
http://hotcopper.com.au/threads/fully-diluted-market-cap.2567186
http://www.geekwire.com/2015/iot-data-startup-buddy-set-for-ipo-after-reverse-takeover-deal-with-australian-mining-company/
https://www.youtube.com/watch?v=lOSLORsKskg



some research on Brainchip
http://www.asx.com.au/asx/statistics/announcements.do?by=asxCode&asxCode=BRN&timeframe=D&period=M6 (http://www.asx.com.au/asx/research/company.do#!/BRN)
http://www.asx.com.au/asxpdf/20151124/pdf/4337hwy4yltj7t.pdf
http://sharecafe.com.au/richard_campbell.asp?a=AV&ai=37431
http://www.analog-eetimes.com/en/startup-wants-to-be-the-arm-of-neuromorphic-cores.html?cmp_id=7&news_id=222907880
http://www.analog-eetimes.com/en/News/full-news.html?id=222907901&news_id=222907901&cmp_id=7&page=0
http://www.frogheart.ca/?tag=spiking-neuron-adaptive-processor-snap
http://seekingalpha.com/instablog/3854671-dallas-salazar/4626626-brainchip-a-neuromorphic-chip-pure-player-driving-the-next-evolution-in-artificial-intelligence
http://hotcopper.com.au/threads/agm-notes.2655440/

[Joshuatree]

Excellent and thanks showstring and welcome to share trader. BaaBaa has also mentioned BRN a few posts back(got any more for us bb:). Lots of research there to look at:t_up:. Wow some heavy hitters in management and directors of BUD!!

[Baa_Baa]

I also picked AJX and CNW for the 2016 ASX stock picks comp.

- AJX - Alexium International is an innovative chemical company securing high profile long term contracts in fire retardants. http://alexiuminternational.com/investors/ High tech, just not computer tech.

- CNW - Cirrus Networks Holdings is a new network provider entering a high growth phase. https://www.cirrusnetworks.com.au/investors/

All my ASX picks above, plus CL8, CM8 and BRN - are volatile penny shares at the high risk end of an equities portfolio. They might appeal to an active competent day/ST trader, or an accumulator looking for a medium to longer term capital gain.

Jmho, dyor, not advice.
BAA

[showstring]

Another potentially interesting/disruptive tech stock on my watchlist is RAD. Haven't purchased yet, because they have only just announced possible reverse-listing acquisition for Weebit, which is a type of ReRAM technology. The reverse-listing transaction hasn't completed yet, and they are overdue on the due-diligence announcement, so at this stage it's a bit dubious whether it will actually happen.


Weebit's ReRAM tech Looks impressive on paper, but hard to guess which ReRAM technology might win since it's not all about technical specifications, but mostly who decides to throw most money at a particular tech.

some research on the Weebit tech:
http://www.asx.com.au/asxpdf/20151119/pdf/4333l5bgff6w52.pdf
https://www.youtube.com/watch?v=sZYFAYmGNZI
http://hotcopper.com.au/threads/weebit-patents-and-media-exposure.2673127

[Joshuatree]

RAD is very int shoestring


MySquar(YNB) attracting int.2 million users in myanmar already.



http://www.dakotafinancialnews.com/...ive-buy-rating-for-mysquar-ltd-mysq-2/779328/ (http://www.dakotafinancialnews.com/beaufort-securities-reaffirms-speculative-buy-rating-for-mysquar-ltd-mysq-2/779328/)

http://www.proactiveinvestors.co.uk...esources-irius-minerals-and-others-23931.html (http://www.proactiveinvestors.co.uk/columns/beaufort-securities/23931/beaufort-securities-breakfast-alert-kefi-minerals-mysquar-ortac-resources-irius-minerals-and-others-23931.html)

http://www.proactiveinvestors.co.uk...quisition-well-ahead-of-forecasts-120960.html (http://www.proactiveinvestors.co.uk/companies/news/120960/mysquar-user-acquisition-well-ahead-of-forecasts-120960.html)

[NZSilver]

I think you could put XTD I this group - new cross track advertising, contract win in asia/US will make SP appreciate. Basically SP will follow news flow. Very interesting business in niche market. Worth a look. Plenty of info on Scap FB page.

[Joshuatree]

You're right NZS XTD announcement out today too.

XTD's Light launches new tech platform PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01702538)

[Joshuatree]

CM8 expands presence is Asia PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01702551) S/P pretty crabby,trying to breakup.

[Joshuatree]

[QUOTE=Joshuatree;601570]BPF recco by The Bull

"Providing end-to-end managed cloud services, Bulletproof is well positioned in a fast growing sector. It will benefit from a growing number of enterprises taking their business to the cloud. Recurring revenue provides income stability. Management has a favourable track record in the internet and software industry and are major

shareholders in the company.

BPF surging up (despite a big holder dumping), through the mkt correction on big vol on no news ,currently 51c.

[showstring]

Another potentially interesting/disruptive tech stock on my watchlist is RAD. Haven't purchased yet, because they have only just announced possible reverse-listing acquisition for Weebit, which is a type of ReRAM technology. The reverse-listing transaction hasn't completed yet, and they are overdue on the due-diligence announcement, so at this stage it's a bit dubious whether it will actually happen.


Weebit's ReRAM tech Looks impressive on paper, but hard to guess which ReRAM technology might win since it's not all about technical specifications, but mostly who decides to throw most money at a particular tech.

some research on the Weebit tech:
http://www.asx.com.au/asxpdf/20151119/pdf/4333l5bgff6w52.pdf
https://www.youtube.com/watch?v=sZYFAYmGNZI
http://hotcopper.com.au/threads/weebit-patents-and-media-exposure.2673127

bit of an update on RAD

the due diligence process has completed, and now they are going through the ASX re-listing process

also this article got published today, that summaries the whole thing quite well

http://www.nexttechstock.com/asx-shell-to-acquire-nasa-validated-technology

[Joshuatree]

OVH SPP
OneVue’s Share Purchase Plan (SPP) Strongly Supported by Retail Investors The Share Purchase Plan (SPP) announced on 9 December 2015 closed on 11 January2016 with $6.38 million in applications. This significantly exceeded the $2.5m originaloffer.
The retail investor backing was widespread with over 50% of OneVue’s retailshareholders applying for additional shares. Following the recent highly successfulshare placement to institutional investors the Board wished to maximise the level ofretail support through the SPP. In recognition of the importance of retail investors theBoard has supported a 100% increase from $2.5m to $5.0m being accepted into theSPP.
On this basis the excess received over $5m ($1.38m) will be returned to investors viaa scale back of their applications. All applications up to a minimum amount of $5,000will be fully allocated. Amounts exceeding $5,000 will be scaled back on a pro ratabasis. As a result of the amendments to the SPP outlined above the timetable forcompletion has been amended as follows .......

Allotted at 68c a share got all of my application; current price 82.5c up 77% for me closely followed by BPF up 65%. YNB down re 20% .

[Joshuatree]

TMP ; was in and out on this one in sept, oct 2015. Very good upgrade announcement just out.Mkt cap re $40 mill

Revenue Upgrade-Record December Qtr Revenue Growth of 34% (http://hotcopper.com.au/threads/2682744/)

[Joshuatree]

I see RAD fallen away atp 3.4c. Followed a mate into some APX @ $1.40 today ;reporting shortly.

Appen is a global leader in speech and search technology services. With expertise in more than 150 languages, Appen partners with leading technology and ecommerce companies as they develop new offerings and expand them to global markets. Our solutions help companies create engaging products with accurate speech interfaces and relevant content ranging from web sites, to maps, images, and merchandise.

[NZSilver]

XTD running well - brokers releasing reports - Eureka with 36c Price target.

[Joshuatree]

Fab results for APX ,$1.59 atm. Growth everywhere no debt and 97% repeat revenue. $12.7 mill cash balance Double digit (low)growth outlook but less than 2015.. Over $60 mill orders in hand FY16.

[Joshuatree]

SMN - structural monitoring systems for aeroplanes that save airlines a lot of money from manual inspections for cracks etc. Just got FAA/Boeing approval today after 10+ years and should be some big deals coming soon with Delta and other airlines.

Half yearly out."The board expectsRevenue neutral to revenue positive in the immediate future" Recent spp @ $1.40 and options with hurdle rate re $2.25 i think Duncan.S/Pdrifting down atm to $1.26 from a high re $1.70's .Still in Duncan, thoughts ?, thanks JT

[Joshuatree]

Emefcy wastewater treatment technology from Israel has backdoor listed onto the ASX and looks interesting, high profile management, shareholders and board. http://www.emefcy.com/, code EMC.

Good reading on the old thread: http://hotcopper.com.au/asx/sav

Currently trading at oversubscribed IPO/Cap Raising price of 20c.

Wow EMC finished the week @ 25c, been lots of discussion and nudging going on. Im guessing someone knows something re another installation announcement coming up. Tempting to take profits later next week if it stays up or improves. Pretty well all indice sectors are up on the ASX including gold.Thats a worry and new territory; cliff ahead?

[duncan22]

Great to see EMC move this week, doubled my holding at 20.5c as well. EMC has a lot of cash so not planning to reduce.

Still holding all of SMN - may reduce some on hype of first commercial contract and rebuy the next quarterly when the cash isn't showing and people sell out.

Bought into GNX at IPO and a bigger parcel at 9c.

Looking at HZR but hoping it will retrace to teens at some stage.

[Dej]

Great to see EMC move this week, doubled my holding at 20.5c as well. EMC has a lot of cash so not planning to reduce.

Still holding all of SMN - may reduce some on hype of first commercial contract and rebuy the next quarterly when the cash isn't showing and people sell out.

Bought into GNX at IPO and a bigger parcel at 9c.

Looking at HZR but hoping it will retrace to teens at some stage.

Duncan, we are on a similar wave length.

I really like GNX, EMC and HZR as well.

[Joshuatree]

HI Dej.:DAny news you can share on GNX and HZR. Whats in their favour atm .Thanks

[NZSilver]

EMC looks interesting to me. Water has already become a very important resource and will become more so in the future. Had a quick look at presentation - would be interested in your thought to!

[Dej]

Evening all,

GNX - Good exposure for most peoples portfolios into both solar and hydro. The twist here is that the hydro isn't a base load producer, its aim is to be used as a peaker plant, e.g. only kick on when electricity prices are high. Its arguably one of the best growth clean technology stocks on the ASX at the moment. There advantage for the hydro comes from not having to build a dam or do any major earthworks. The advantage for the solar is that currently there is the initial infrastructure already in place (given the site used to be a mine). The disadvantage is not know what the company will do regarding funding. The QLD government seems to be on board with recent announcements, but its not going to be a cheap project.

HZR - effectively this is a process for stripping carbon out of natural gas thus emitting hydrogen. Scientifically its called the thermal decomposition of methane. This is reasonably studied and has been known for quite a long time - the process of making methanol starts with the thermal decomposition of methane (steam reformation) into hydrogen and carbon monoxide before it is catalysed into methanol. The Hazer Process is different as it can capture the carbon in a useful form, which is usually not done. The process is not that far removed from current hydrogen production methods, with their only advantage being a lower cost catalyst and the appearance of them being carbon friendly (e.g. emitting no CO2). My main concern is around the saleability of the graphite, and as above, funding for their full scale production facility.

EMC - EMC is very interesting in terms of taking a different approach to an incumbent method. Take hydroworks, the company that raised money recently on SnowBall Effect. They made it possible to extract energy from micro, small, and medium scale hydro which is everywhere. This is similar to what EMC is trying to achieve in that in the past it was perceived that making a larger singe point facility is better than lots of smaller ones. I think, as we expand as a society, this can be incredibly inefficient. Water is a volume game, e.g. its incompressible so your costs a closely paired with the volumes you are handling. Therefore a single production facility means that in a big city you have to transport large volumes big distances. This equals greater cost. This was usually completed because there was no solution that could be rolled out at the origin. Now there is, and it has the potential to be a game changer. My only concern with this is that there is already large amounts of sunken costs by governments etc into current waste water treatment methods, so they are unlikely, in the near term, to start transitioning to a better solution if their current systems are doing just fine.

Just my thoughts, appreciate yours!

[Joshuatree]

Just seen your thread DEJ while editing, synchronicity:)GNX Solar and pumped storage Hydro. Certainly ticks my boxes re Climate Change

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvQk4J5Q m7pmeIuJlJ2%2Fk%3D)

[silu]

Thanks for all the tips. Definetely having a closer look at GNX & EMC.

[Joshuatree]

cheers penn re disruptive , pretty flexible there.Anyone else run their eyes over it. Will try later.

Some info on YNB from company today re MYSQUAR 3% forging new ground in MYANMAR
MEU 48%Disruptive Aus mobile network op
WONDR 100%Major social network platforms into 1 feed
PRISM DIGITAL 60% Digital recruitment agency
GOPHR 75% Order your courier from your mobile
BOPPL 72%Leading mobile ordering and payment app

PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01699176) Acheivements 2015

Trading halt re a cap raise in a subsidiary. Heres hoping we get some idea re the value increase in this company Gophr or Boppl suggested. Been my worst performer to date.

[Joshuatree]

EMC finished the week @ 30c . Management are getting the word around. Read this and you will get the picture.

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvQ0YL5g 25pmWLo5lJ2%2Fk%3D)

[DarkHorse]

Thanks again JT, great to see they anticipate having sufficient capital 'til well into 2017, and retain strong competitive advantage in a huge potential market. Nice gain since dipping my toes in a few weeks ago, impressed by track record of founders.

[showstring]

Another potentially interesting/disruptive tech stock on my watchlist is RAD. Haven't purchased yet, because they have only just announced possible reverse-listing acquisition for Weebit, which is a type of ReRAM technology. The reverse-listing transaction hasn't completed yet, and they are overdue on the due-diligence announcement, so at this stage it's a bit dubious whether it will actually happen.


Weebit's ReRAM tech Looks impressive on paper, but hard to guess which ReRAM technology might win since it's not all about technical specifications, but mostly who decides to throw most money at a particular tech.

some research on the Weebit tech:
http://www.asx.com.au/asxpdf/20151119/pdf/4333l5bgff6w52.pdf
https://www.youtube.com/watch?v=sZYFAYmGNZI
http://hotcopper.com.au/threads/weebit-patents-and-media-exposure.2673127

Former Intel Executive Vice President just joined the Weebit board.
Looks like this thing is legit...

http://www.asx.com.au/asxpdf/20160321/pdf/435zf741kqm69g.pdf

[silu]

Evening all,

GNX - Good exposure for most peoples portfolios into both solar and hydro. The twist here is that the hydro isn't a base load producer, its aim is to be used as a peaker plant, e.g. only kick on when electricity prices are high. Its arguably one of the best growth clean technology stocks on the ASX at the moment. There advantage for the hydro comes from not having to build a dam or do any major earthworks. The advantage for the solar is that currently there is the initial infrastructure already in place (given the site used to be a mine). The disadvantage is not know what the company will do regarding funding. The QLD government seems to be on board with recent announcements, but its not going to be a cheap project.

HZR - effectively this is a process for stripping carbon out of natural gas thus emitting hydrogen. Scientifically its called the thermal decomposition of methane. This is reasonably studied and has been known for quite a long time - the process of making methanol starts with the thermal decomposition of methane (steam reformation) into hydrogen and carbon monoxide before it is catalysed into methanol. The Hazer Process is different as it can capture the carbon in a useful form, which is usually not done. The process is not that far removed from current hydrogen production methods, with their only advantage being a lower cost catalyst and the appearance of them being carbon friendly (e.g. emitting no CO2). My main concern is around the saleability of the graphite, and as above, funding for their full scale production facility.

EMC - EMC is very interesting in terms of taking a different approach to an incumbent method. Take hydroworks, the company that raised money recently on SnowBall Effect. They made it possible to extract energy from micro, small, and medium scale hydro which is everywhere. This is similar to what EMC is trying to achieve in that in the past it was perceived that making a larger singe point facility is better than lots of smaller ones. I think, as we expand as a society, this can be incredibly inefficient. Water is a volume game, e.g. its incompressible so your costs a closely paired with the volumes you are handling. Therefore a single production facility means that in a big city you have to transport large volumes big distances. This equals greater cost. This was usually completed because there was no solution that could be rolled out at the origin. Now there is, and it has the potential to be a game changer. My only concern with this is that there is already large amounts of sunken costs by governments etc into current waste water treatment methods, so they are unlikely, in the near term, to start transitioning to a better solution if their current systems are doing just fine.

Just my thoughts, appreciate yours!

Thanks for your post Dej and I really appreciate your notes. I bought a small parcel of HZR at 32cents this week and have small buy orders in for the other two.

[OutToLunch]

Thanks JT and Dej, I have read up more on EMC and it looks like a very promising technology/infrastructure investment. Strong management, well-funded, well-protected and proven technology, massive potential market, sales pipeline already building. What's not to like about that. Got me a few.

[Baa_Baa]

CL8 breakout on news Melbourne Airport deal signed and automotive dealer launch (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01728002)

This is a big move for Collaborate Corp, breaking into the commercial fleet business and a replicable model for expansion around Aus airports. SP likely to run up from here after a period in the doldrums. Watching for an announce on Government deals.

[Joshuatree]

Heres a list i compiled awhile back and forgot to put up. Ive lost momentum here and a bit out of touch with the sector.Any more you'd like to add, comment on?.Holding the ones marked atm.Not a recco to buy , price points have changed etc DYOR.
1PG
1ST
4DS
8CO
APX:)
BPF;)
BRNDownload Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUIM4A u9pmKUrplJ2%2Fk%3D) Client / Server Interface Tool Video Demonstration (http://hotcopper.com.au/threads/2726702/) Insatnat training with snap.
BTI Invests in a small number of unlisted tech stoc
ks.Discount to NTA.David Kirk
BUD
CL8Melbourne Airport deal signed and automotive dealer launch-CL8.AX (http://hotcopper.com.au/threads/2740452/)
CM8:mellow:PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01730757) Record quarterly
EMC:)
ENZ
HZR
LER
LVT
MBE Expands Direct carrier billing in sinapore PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01730400)
MTL
ORX
OTT
OTW
OVH:)
PEH:sleep:
RAD
RAP added this later.Has a phone app to detect asthma,croup , pneumonia etcResApp Presentation at the ASX CEO Sessions (http://hotcopper.com.au/threads/2726631/)
SEN
SMN structural monitoring sensors primarily in aviationWorld-Leading Inaugural Helicopter Programme (http://hotcopper.com.au/threads/2716871/)industry.
SFI
SLC

SOR
SPZ
SRY
SWR
TMP
TNT
UBN
VTG
XTD
YNB:(

[duncan22]

SMN closing on 10 year highs yesterday and continuing the run up right now.

Should be helicopter testing news soon and more excitedly Delta commercial contract. They recently were at the Delta headquarters and factories and posted a photo on their blog so i'd say news will be good or surely they wouldn't add to their blog.

[NZSilver]

Ahhh SMN, had scribbled that down to remind myself to research it after the big news a few months back. Forgot to check it out, how's it progressing?

[Joshuatree]

Me too.Thanks Duncan , have added it. Congrats on the new high, and helicopter sensors look great.Im assuming they can attach a sensor to the rotor blade as well; be a real money saving aid with the sensor checking for fatigue ; cracks etc..

[NZSilver]

Thanks for sharing the list JT, what's everyone's top 3? I'd be going MBE, XTD. Well I hold those two anyway. Also hold CNW - IT company

[Trigger]

Yes thank you JT. From that list for me its MBE, RAP and EMC. I hold each of those, but MBE has really struggled for love from the market in the last couple of years (I missed out on its earlier run from single digits) - hopefully updated guidance in the next week. EMC looking very strong right now. And RAP is the epitome of disruption IMO.

[NZSilver]

SMA - (the MBE of china, direct carrier billing) and RNT - renters website in Australia competing with realestate.com.au are a couple more spec'ys you could add to the list, kind of " potentially disruptive" in their specific markets but no necessarily new technology

[Joshuatree]

RNT annouce a cap raise @ 15cof up to 36 mill shares and alliance with Veda. Ive kept an eye on them and it seems they haven't been getting much traction even when offering their service for a free trial. An update here which I'm about to read

Ann: March 2016 Operating Update-RNT.AX (http://hotcopper.com.au/threads/ann-march-2016-operating-update-rnt-ax.2740266/?post_id=17412833)

[Joshuatree]

EMC has just double bagged for me. Great, but a lot of expectation building into this with still only 1 client contract signed up. Getting ahead of itself maybe?Looks like int still strong atp.

[Trigger]

EMC has just double bagged for me. Great, but a lot of expectation building into this with still only 1 client contract signed up. Getting ahead of itself maybe?Looks like int still strong atp.

yes me too JT. It's all happened very quickly. Am hoping for a retrace, consolidation and chance for a top up shortly. It's a very tightly held register but.

[duncan22]

yes me too JT. It's all happened very quickly. Am hoping for a retrace, consolidation and chance for a top up shortly. It's a very tightly held register but.

I am hoping for a contract announcement to sell 1/2 on the news and re-buy back once the hype dies down a bit... today would be fine!

[Fuzzy Dunlop]

Thanks for sharing your insights Everyone; there are some interesting prospects in here. I like/hold CNW & MBE and dipped a toe in RAP this week (thanks JT), wish I'd ran with EDE (up 30 per cent today)

[Joshuatree]

EDE finishing @ 17c a two and half bagger.Expect a selloff monday.

[silu]

HZR going bonkers.

[duncan22]

I am hoping for a contract announcement to sell 1/2 on the news and re-buy back once the hype dies down a bit... today would be fine!

Few business days off but great to see the contract announcement out today from EMC: http://www.asx.com.au/asxpdf/20160412/pdf/436g6fkgdf48c0.pdf

[Joshuatree]

Excellent May there be many more. My E stocks EDE,EMC and EMH have been running hard of late; a bit of thrill seeking makes investment life more fun.

[Joshuatree]

Added some recent announcements. At last we have some good news for CM8.


Heres a list i compiled awhile back and forgot to put up. Ive lost momentum here and a bit out of touch with the sector.Any more you'd like to add, comment on?.Holding the ones marked atm.Not a recco to buy , price points have changed etc DYOR.
1PG
1ST
4DS
8CO
APX:)
BPF;)
BRNDownload Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUIM4A u9pmKUrplJ2%2Fk%3D) Client / Server Interface Tool Video Demonstration (http://hotcopper.com.au/threads/2726702/) Insatnat training with snap.
BTI Invests in a small number of unlisted tech stoc
ks.Discount to NTA.David Kirk
BUD
CL8Melbourne Airport deal signed and automotive dealer launch-CL8.AX (http://hotcopper.com.au/threads/2740452/)
CM8:mellow:PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01730757) Record quarterly
EMC:)
ENZ
HZR
LER
LVT
MBE Expands Direct carrier billing in sinapore PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01730400)
MTL
ORX
OTT
OTW
OVH:)
PEH:sleep:
RAD
RAP added this later.Has a phone app to detect asthma,croup , pneumonia etcResApp Presentation at the ASX CEO Sessions (http://hotcopper.com.au/threads/2726631/)
SEN
SMN structural monitoring sensors primarily in aviationWorld-Leading Inaugural Helicopter Programme (http://hotcopper.com.au/threads/2716871/)industry.
SFI
SLC

SOR
SPZ
SRY
SWR
TMP
TNT
UBN
VTG
XTD
YNB:(

[silu]

HZR still going bonkers. Might need to summarise my research points and start its own thread. Currently 59c (+19.2% for the day).

[Joshuatree]

No news to push the price; shares released from escrow don't slow it either. Just that graphite like lithium is a hot sector atm?Do you know what sort of quality of graphite they produce and how desirable it is; flake size etc, what price it can command. cheers.JT

[Joshuatree]

Cap raise for BRN; 1 for 26c @15c to raise re$4 mill b4 costs.. Have had alook .Mkt cap re $120 mill. Client server interface tool.Advantage over deep learning through instant training. Snap learns from a few samples in seconds.In 2016 the co expects to licence their Tech, SNAP and AVFE (Autonomous Visual feature Extraction Function). The neuromorphic chip mkt to grow to $4.8 bill by 2022.Compound growth of 22%.Revenue will come from 3 activities, licensing the tech,engineering fees and royalties." BRN hardware claiming to disrupt almost very industry it touches". Mr Mitro known as the "Exit Man" gets companies to the stage where they get taken out. Got to be highly speculative until those f500 contracts start arriving. Thoughts BaaBaa anyone?

[Baa_Baa]

Cap raise for BRN; 1 for 26c @15c to raise re$4 mill b4 costs.. Have had alook .Mkt cap re $120 mill. Client server interface tool.Advantage over deep learning through instant training. Snap learns from a few samples in seconds.In 2016 the co expects to licence their Tech, SNAP and AVFE (Autonomous Visual feature Extraction Function). The neuromorphic chip mkt to grow to $4.8 bill by 2022.Compound growth of 22%.Revenue will come from 3 activities, licensing the tech,engineering fees and royalties." BRN hardware claiming to disrupt almost very industry it touches". Mr Mitro known as the "Exit Man" gets companies to the stage where they get taken out. Got to be highly speculative until those f500 contracts start arriving. Thoughts BaaBaa anyone?

Sorry can't help you much there JT except share some views. BrainChip looks to be an exciting new technology development, though I don't begin to understand the actual tech behind it, the idea has merit for sure. As an investment, it seems to have a ways to go. Until the tech is endorsed by a major customer licence it is captive to the traders and rampant speculation (esp on HC), with the material SP trend being down. It wouldn't pass any of the 'Dragons Den' tests. Interesting that they valued their own company at .16 with the CR, that'll rock the boats of a few of the exuberant promoters and outright rampers, not to mention the minions who piled in during the P&D's and are way under water now. If you thought ... hey, this could be a 100-500 bagger if it works out, and don't mind losing all your money on a zero-sum investment, win bloody big or lose the lot, maybe it's worth a punt. Not for me until I see some commercial runs on the board. I like techs when they're selling something real into a proven humungous global market. BRN is too early for me. Maybe a super-nimble trader could work this stock in it's current state, but that's not me.

Edit: I should add though that technically, the SP has come all the way back to support at .16 and with the CR that support should hold, so perhaps a technical buy with a nimble trigger finger on the sell button?

[Joshuatree]

Sorry thought it was your pick BB.i see its is CL8.. Yes very speculative and hard to grasp ; like Quantum physics:). ; will watch for a F500 contract.

[Baa_Baa]

Sorry thought it was your pick BB.i see its is CL8.. Yes very speculative and hard to grasp ; like physics:). ; will watch for a F500 contract.

I do have it in the ASX stock pick comp along with AJX CL8 CM8 CNW BRN, but they're all getting killed at the moment.

[moka]

Thanks everyone for posting. I was checking out this looking for another Diligent. Researched Brainchip because both Diligent and Brainchip are world leaders in their field. Found another similarity – Delaware.

http://www.proactiveinvestors.com.au/companies/news/62990/aziana-limited-simplifies-and-amends-acquisition-of-brainchip-62990.html
Aziana Limited simplifies and amends acquisition of BrainChip
Aziana will create a new Delaware incorporated subsidiary that will merge with the Delaware incorporated BrainChip to minimise any un-intended taxation consequences for BrainChip shareholders;

I bought a few. If it takes off it will do well. If it doesn’t well it won’t be the first time I’ve lost money speculating.
In the Annual Report for year ended 31 December 2015 the Auditor commented on “conditions that raise doubt about the consolidated entity’s ability to continue as a going concern.” But they are just doing a capital raising for $4 M at $0.15 now.

[duncan22]

Great to see EMC move this week, doubled my holding at 20.5c as well. EMC has a lot of cash so not planning to reduce.

Still holding all of SMN - may reduce some on hype of first commercial contract and rebuy the next quarterly when the cash isn't showing and people sell out.

Bought into GNX at IPO and a bigger parcel at 9c.

Looking at HZR but hoping it will retrace to teens at some stage.

With HZR, SMN & EMC all running hard over the last few months ive gone looking for other tech/industrial stocks that have yet to run...

Heres another interesting one - would love to hear your thoughts:

XTE
Inventor of military equipment for sale to defence forces around the world. Main products are a lightweight body armour (XTclave), unamanned aircraft (both drones and airplanes) with an innovative mapping system (XTatlas) with 85% of the Pentagons UAVs sourced from XTE.

- Near term catalysts are winning big contracts with the Aus Def Force with one tender result for 78 un-mannned aircraft due soon (http://www.asx.com.au/asxpdf/20160211/pdf/434znhnptcq8cg.pdf)

- Other catalysts are that the US Department of Defences assessment of their body armour technology (http://www.afr.com/it-pro/tiny-defence-player-xtek-shoots-high-with-major-us-bodysuit-contract-20131120-iytkf) through its Foreign Comparative Testing (FCT) Program (which they paid XTE $1.5m for) - this is due to be completed in April 2016 and if successful could mean they become the key player in this niche with licensing and royalty opportunities throughout the US.

- In 2015 FY they made their first net profit in six years - a turning point for the company perhaps. Expecting a small loss in FY16 then profits from FY17 onwards.

- Ivan Slavich & another director were topping up their own holdings on market at 34-36c last July.

- They have secured a $10m equity placement facility for the next 3 years which essentially means whenever they want/need to raise capital they can draw down on the facility at a 5% discount to share price. They have drawn down $500k with half of that when the share price spiked so shares isued at 44.5c

- Only 22,618,257 shares on issue with a market cap just over $8m.

- Latest Investor Presentation: http://www.asx.com.au/asxpdf/20151113/pdf/432ytpdvrxyv2d.pdf

- Chairmans Latest Address: http://www.asx.com.au/asxpdf/20151126/pdf/433bc3jq3p21t0.pdf

[Joshuatree]

Worth a read of the XTE thread Dunc. Havn't looked at it XTE for a while ;I remember how lumpy its been and not a sleep easy stock to hold. The catalyst points you raise above and nano mkt cap could elicit a another seat of your pants ride>looking at the chart , its a jagged little thriller.

[Dej]

With HZR, SMN & EMC all running hard over the last few months ive gone looking for other tech/industrial stocks that have yet to run...

Heres another interesting one - would love to hear your thoughts:

XTE
Inventor of military equipment for sale to defence forces around the world. Main products are a lightweight body armour (XTclave), unamanned aircraft (both drones and airplanes) with an innovative mapping system (XTatlas) with 85% of the Pentagons UAVs sourced from XTE.

- Near term catalysts are winning big contracts with the Aus Def Force with one tender result for 78 un-mannned aircraft due soon (http://www.asx.com.au/asxpdf/20160211/pdf/434znhnptcq8cg.pdf)

- Other catalysts are that the US Department of Defences assessment of their body armour technology (http://www.afr.com/it-pro/tiny-defence-player-xtek-shoots-high-with-major-us-bodysuit-contract-20131120-iytkf) through its Foreign Comparative Testing (FCT) Program (which they paid XTE $1.5m for) - this is due to be completed in April 2016 and if successful could mean they become the key player in this niche with licensing and royalty opportunities throughout the US.

- In 2015 FY they made their first net profit in six years - a turning point for the company perhaps. Expecting a small loss in FY16 then profits from FY17 onwards.

- Ivan Slavich & another director were topping up their own holdings on market at 34-36c last July.

- They have secured a $10m equity placement facility for the next 3 years which essentially means whenever they want/need to raise capital they can draw down on the facility at a 5% discount to share price. They have drawn down $500k with half of that when the share price spiked so shares isued at 44.5c

- Only 22,618,257 shares on issue with a market cap just over $8m.

- Latest Investor Presentation: http://www.asx.com.au/asxpdf/20151113/pdf/432ytpdvrxyv2d.pdf

- Chairmans Latest Address: http://www.asx.com.au/asxpdf/20151126/pdf/433bc3jq3p21t0.pdf

Come across any other industrial stocks of interest, Duncan?

[duncan22]

Come across any other industrial stocks of interest, Duncan?

Take a look at GNX - its unloved at the moment but in the right space (clean energy) and with a decent management team. I bought in at 20c on the IPO and at 9c.

[Dej]

Evening all,

GNX - Good exposure for most peoples portfolios into both solar and hydro. The twist here is that the hydro isn't a base load producer, its aim is to be used as a peaker plant, e.g. only kick on when electricity prices are high. Its arguably one of the best growth clean technology stocks on the ASX at the moment. There advantage for the hydro comes from not having to build a dam or do any major earthworks. The advantage for the solar is that currently there is the initial infrastructure already in place (given the site used to be a mine). The disadvantage is not know what the company will do regarding funding. The QLD government seems to be on board with recent announcements, but its not going to be a cheap project.

HZR - effectively this is a process for stripping carbon out of natural gas thus emitting hydrogen. Scientifically its called the thermal decomposition of methane. This is reasonably studied and has been known for quite a long time - the process of making methanol starts with the thermal decomposition of methane (steam reformation) into hydrogen and carbon monoxide before it is catalysed into methanol. The Hazer Process is different as it can capture the carbon in a useful form, which is usually not done. The process is not that far removed from current hydrogen production methods, with their only advantage being a lower cost catalyst and the appearance of them being carbon friendly (e.g. emitting no CO2). My main concern is around the saleability of the graphite, and as above, funding for their full scale production facility.

EMC - EMC is very interesting in terms of taking a different approach to an incumbent method. Take hydroworks, the company that raised money recently on SnowBall Effect. They made it possible to extract energy from micro, small, and medium scale hydro which is everywhere. This is similar to what EMC is trying to achieve in that in the past it was perceived that making a larger singe point facility is better than lots of smaller ones. I think, as we expand as a society, this can be incredibly inefficient. Water is a volume game, e.g. its incompressible so your costs a closely paired with the volumes you are handling. Therefore a single production facility means that in a big city you have to transport large volumes big distances. This equals greater cost. This was usually completed because there was no solution that could be rolled out at the origin. Now there is, and it has the potential to be a game changer. My only concern with this is that there is already large amounts of sunken costs by governments etc into current waste water treatment methods, so they are unlikely, in the near term, to start transitioning to a better solution if their current systems are doing just fine.

Just my thoughts, appreciate yours!

Take a look at GNX - its unloved at the moment but in the right space (clean energy) and with a decent management team. I bought in at 20c on the IPO and at 9c.

Funny you mention GNX, attached quote is from earlier in this thread - been holding for awhile and been in contact with management on occasion.

Lucky to get some at 9cps, I purchased most of mine at 11 and 11.5.

[duncan22]

With HZR, SMN & EMC all running hard over the last few months ive gone looking for other tech/industrial stocks that have yet to run...

Heres another interesting one - would love to hear your thoughts:

XTE
Inventor of military equipment for sale to defence forces around the world. Main products are a lightweight body armour (XTclave), unamanned aircraft (both drones and airplanes) with an innovative mapping system (XTatlas) with 85% of the Pentagons UAVs sourced from XTE.

- Near term catalysts are winning big contracts with the Aus Def Force with one tender result for 78 un-mannned aircraft due soon (http://www.asx.com.au/asxpdf/20160211/pdf/434znhnptcq8cg.pdf)

- Other catalysts are that the US Department of Defences assessment of their body armour technology (http://www.afr.com/it-pro/tiny-defence-player-xtek-shoots-high-with-major-us-bodysuit-contract-20131120-iytkf) through its Foreign Comparative Testing (FCT) Program (which they paid XTE $1.5m for) - this is due to be completed in April 2016 and if successful could mean they become the key player in this niche with licensing and royalty opportunities throughout the US.

- In 2015 FY they made their first net profit in six years - a turning point for the company perhaps. Expecting a small loss in FY16 then profits from FY17 onwards.

- Ivan Slavich & another director were topping up their own holdings on market at 34-36c last July.

- They have secured a $10m equity placement facility for the next 3 years which essentially means whenever they want/need to raise capital they can draw down on the facility at a 5% discount to share price. They have drawn down $500k with half of that when the share price spiked so shares isued at 44.5c

- Only 22,618,257 shares on issue with a market cap just over $8m.

- Latest Investor Presentation: http://www.asx.com.au/asxpdf/20151113/pdf/432ytpdvrxyv2d.pdf

- Chairmans Latest Address: http://www.asx.com.au/asxpdf/20151126/pdf/433bc3jq3p21t0.pdf

Army tender in now (lucky timing) - http://www.asx.com.au/asxpdf/20160427/pdf/436sd7w3pmyz78.pdf

[silu]

I had to transfer fund to buy into XTE and it seems I missed out by a day :(

[silu]

Actually managed to pick up a small parcel of XTE at 45cents yesterday. I haven't done my research yet but I really appreciate duncan22 for bringing this one to my attention.

[Joshuatree]

Bought XTD today
Appendix 4C - quarterly-XTD.AX (http://hotcopper.com.au/threads/2757566/)

http://www.fool.com.au/2016/04/28/why-digital-is-winning-the-ad-wars-and-2-companies-to-benefit/ (http://www.fool.com.au/2016/04/28/why-digital-is-winning-the-ad-wars-and-2-companies-to-benefit/)

[Joshuatree]

BUD(in the IOT space) data management and control platforms;Lots of pipeline talk(yeah right) s/p down after quarterly. S/H liked it but the mkt didnt.Early days for this new startup.Unfort big dilution ahead when shares get diluted from 250 to re 900 million off escrow!!. Holds re 22 million shares in RAD and has a relationship with Noveda Tech (USA) and BUDDY on their platform.Work in progress

Great summary by demonic on 4DS ( i don't hold atp)
- "Advantages of this tech: First and foremost it is scalable. Flash technology (Think SSD [Solid State Drives], USB thumbsticks) has reached its limitations already. 50nm is the smalled flash can and ever will get. Considering the 'internet-of-things' we need tech that can be smaller. Most will ask "But USB thumbsticks are already tiny and I get get 128gb on them!" - Yes, but there is FAR more to 4DS tech than that. Have you seen how clunky Virtual Reality headsets are? How ugly and fat wearable watches are? Even google glasses looks chunky. 4DS technology once in production means we will have not only significantly smaller tech, but it the speed and capacity will multiply 10-fold over Flash technology."

- "How can ReRam add value to existing products:
Your traditional PC, laptops and mobile phones will be exponentially faster and lighter, that is the crux of this technology for existing tech.
This applies to all tech that uses any form of storage or memory, it is not limited to those that I just mentioned."


"- Negatives: None, really.
Comparing 4DS to flash is like comparing flash to traditional hard drives. Flash has essentially no real world negatives (it has a write limitation, but would take 8+ years of use to reach it). I imagine 4DS tech will have no real world negatives as a tech."

-" Risk in investing to 4ds:
Just like 98% of stocks, Competition. FRAM, MRAM, DRAM, SRAM, 3D NAND(Flash). Why 4ds above these? It has a giant hardware manufacturer on its side; Western Digital's HGST division.
If you've ever owned a desktop, I'd say a good 70% chance you've had a Western Digital HDD in your computer at some stage.
Having WD on 4ds' side means that their time lines are fast tracked significantly more than any other techs.
This is perhaps the only reason I'd choose 4ds over any other tech, the fact that it can start pumping the chips upon completion of it's technology development."

-" When do we expect 4ds to actually produce?:
From memory production to start mid 2017 to 2018? Check their presentations, I forget."

-" When will the share price of 4DS increase?:
Whenever there is good news. Realistically I don't expect 4DS SP to rise in any dramatic fashion for another 1 year at a minimum.
Best time buy is now, it's basically at it's lowest SP."

-" What is the revenue for current NAND Flash tech (which 4ds will replace in the future):
Global revenue in Q1 2010 it was $4.3bn
In Q4 of 2015 it was $8.3bn
(keep in mind this is quarterly, not yearly revenue!)"

[Joshuatree]

Well read this early and mkt was very slow to react(i was even slower:( S/P did end up 11.4% to 39c

MBE Forecasts Strong EBITDA and Revenue Growth for FY2016-MBE.AX (http://hotcopper.com.au/threads/2761765/)

LVT .... Digital workplace solutions for commercial and education mkts.Marketing agreement (a while back) hasn't morphed into an upgrade atp. Subscription rev from zero to $649,000 in one month. $9.7 mill cash balance.Receipts $317,000 for qtr (YTD 9 months $748,000). OCF $75,000(R&D grant $1,502,000)(YTD -$5,540mill.
Dist agreement with Tech Data Corp (USA), network of 115,000 resellers.
29 new customers, total 120. Now licensed to schools representing 3.6 mill +students and teachers.
Another work in progress. Must try to remeberto keep a watch for some time.

[Joshuatree]

Fab results for APX ,$1.59 atm. Growth everywhere no debt and 97% repeat revenue. $12.7 mill cash balance Double digit (low)growth outlook but less than 2015.. Over $60 mill orders in hand FY16.

Hitting $1.90 today and Facebook and snapchat MAY be new clients:t_up:

http://www.marketwire.com.au/broker-watch/revised-earnings-guidance-could-drive-appen-higher/ (http://www.marketwire.com.au/broker-watch/revised-earnings-guidance-could-drive-appen-higher/)

[duncan22]

Worth a look at AER - early weather warning system. Started as a B2C company which flopped, now gaining some traction in the B2B market with most recent sale to boating insurance company Club Marine a division of Allianz. Around a $7.1m market cap with $2.1m cash - less than some shells!

[Dej]

Worth a look at AER - early weather warning system. Started as a B2C company which flopped, now gaining some traction in the B2B market with most recent sale to boating insurance company Club Marine a division of Allianz. Around a $7.1m market cap with $2.1m cash - less than some shells!

Nice find Duncan, how are you doing your scans for these companies?

I always evaluate the market cap of the company on a fully diluted basis - e.g. include all options as though they are ordinary shares (so it gives you a most dilute scenario).

Listed: 26,323,730
Escrowed: 28,578,840
Options: 9,340,000

Total (Fully Diluted Basis): 64,242,570
Current Price: 13cps
Current Fully Diluted Market Cap: $8,351,534.10 AUD

Looks cheap if you believe in their refocus.

[duncan22]

Nice find Duncan, how are you doing your scans for these companies?

I always evaluate the market cap of the company on a fully diluted basis - e.g. include all options as though they are ordinary shares (so it gives you a most dilute scenario).

Listed: 26,323,730
Escrowed: 28,578,840
Options: 9,340,000

Total (Fully Diluted Basis): 64,242,570
Current Price: 13cps
Current Fully Diluted Market Cap: $8,351,534.10 AUD

Looks cheap if you believe in their refocus.

I usually include options but given they were all way out of the money at 40c prices excluded them.

Ive been scanning for:
- Market cap below $100m
- PE Ratio above 0.01 (so profitable)

Then removing all Mining, Finance & Biotech (med equipment okay) companies plus ETFs etc

Which leaves about 300 companies, then go through each one and see what they do and if interesting keep looking into it.

Does anyone know when companies like Westpac AU update their PE Ratio figures? How far after a half or full year report do you think? Wish they had a "last updated" date on each stock.

[Joshuatree]

heres a few articles to inform one. about EMC

http://www.weare121.com/121techinvestment-hk/emefcy-management-interview/

http://www.weare121.com/121techinvestment-hk/clients/emefcy/

[macduffy]

Here's an analyst with some interesting but sober views on the new Australian tech stocks.

http://www.marcustoday.com.au/webpages/832_education.php?guid=71ad819e02d146eb5f23531e261 5793e&id=29923

[Joshuatree]

Be int to read macd ;can you post it again? The one above is on is on Auckland airport.

[macduffy]

Be int to read macd ;can you post it again? The one above is on is on Auckland airport.

I'll try again Jt.

https://www.livewiremarkets.com/wires/31491

[Joshuatree]

Yes thanks macd,a timely reminder of the riskiness in this "hot" sector with companies listing that just aren't ready to list are premature or not sustainable or just a ripoff. Caution required ;ditto Lithium stocks.

[Joshuatree]

SMN closing on 10 year highs yesterday and continuing the run up right now.

Should be helicopter testing news soon and more excitedly Delta commercial contract. They recently were at the Delta headquarters and factories and posted a photo on their blog so i'd say news will be good or surely they wouldn't add to their blog.

The Bull has a recco today for SMN from Mathew Felsman APP Securities

"Its sensor technology detects fractures, corrosion and cracks in metals and other structural materials and sends the data in real time. Successful trials have been completed with Boeing and Delta Air Lines. In December, the US Federal Aviation Administration approved its technology for use in the airline industry. A monopoly, with a tight register and upcoming milestones"

[Joshuatree]

http://businesses.pureprofile.com/h...ARCH_InitiationOfCoverage.pdf?t=1463021766180 (http://businesses.pureprofile.com/hubfs/BRIX-Assets/Investor_Centre/PPL_AU_RESEARCH_InitiationOfCoverage.pdf?t=1463021 766180)

Got some PPL DYOR

[janner]

JT.

Could you clear your in box ???

[Joshuatree]

Done now; will be away a few hours.

[Joshuatree]

Fab results for APX ,$1.59 atm. Growth everywhere no debt and 97% repeat revenue. $12.7 mill cash balance Double digit (low)growth outlook but less than 2015.. Over $60 mill orders in hand FY16.

S/P $ 1.93 atm ,$2 plus today? A Thing Of Beauty.FY16 orders inhand already ahead of 15.

No Debt

"Appen maintains long and growingrelationships with customers thatdrive repeat revenue year-on-year "
Rev up 62%
EBITDA up 189%
NPAT up 414%
Full year outlook for earnings growth trending to high teen percentages and above; outlook @ A76c to $US1

[Joshuatree]

Yep mkt likes result, up 18c to $2.11 atm.

[Joshuatree]

Good announcement from my worst performer YNB . YNB launches Virtual Reality and Multimedia Platform . S/P on a wild ride from 3.4c to 10.5c(308%!!!) then finished @ 6c. A tiny 755,000 thru re $64,000 worth. Stale holders leaping off , me holding tightly.

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvFDZpiw q4rVmEs%2Bhg8d1NT7rJHYsTXxVvPFHhlFA%3D)

[Joshuatree]

EMC and APX been my best performers atm.EMC from re 20c to 90c plus and cooled just a little which is healthy to 82c currently.Holding firmly.

APX $2.46 a new high from my entry $1.41. Holding longer atp.
How are others faves going?.

[Joshuatree]

XTD s/p weak atm










XTD - XTD LTD (http://www.sharecafe.com.au/search.asp?a=SR&SearchFor=XTD&searchType=0)




On average 11.2 million people commute weekdays by train across NSW, VIC and WA, according to research recently conducted by Nielsen. According to Outdoor Media Alliance (OMA), around 72% of all Australian adults have seen a digital billboard in the past month and around 78% of those people have agreed that digital advertising is ‘attention grabbing’. It has been established that a ‘cross track’ ad is viewed 8 times longer than the average.
OMA states that outdoor media currently accounts for around five percent of total media spend. Furthermore, the outdoor advertising market continues to expand its market share compared to other traditional advertising mediums. Within Australia, revenue of the Out-of-Home (OOH) advertising market rose approximately 17% in 2015.
XTD is the provider of the world’s first cross track digital media and information system designed for metro rail and other high-traffic areas. The company listed on the ASX in December 2014 after completing a reverse takeover of White Eagle Resource Limited. Prior to the listing, XTD Limited was called Lunalite International Pty Ltd. Let us have a look at how XTD has positioned itself to advantage from the growing demand from the outdoor digital media sector.
XTD’s Operations in Detail
XTD Limited is an Australian based technology company that is focused on digital Out-of-Home advertisements through a digital media and information system that is suitable for transit networks in major global cities.
The company mainly provides high quality digital screens, which may include static or moving images, typically positioned in public locations.
XTD’s screens have been designed as a stand-alone digital media channel that do not use or interfere with any existing station controls or monitoring equipment. This enables the system to be compatible with almost any other metro train network in the world, both below and above ground. The screens and other components such as the hardware and software are designed to have low maintenance costs and are monitored continuously.
Before the company listed on the ASX, XTD successfully completed two separate six month trials in both Melbourne and Brisbane rail systems. The company also entered into a seven-year contract with Queensland Rail to install 15 XTD systems within the Brisbane metro network. With regards to the Melbourne rail system contract, XTD had installed 32 screens at the Melbourne Sites and is currently operating them.
APN Outdoor has been appointed as an exclusive sales agent and the company markets the XTD screens under the XtrackTV brand across Sydney, Melbourne and Brisbane.
According to Nielsen, the XTrackTV screens have had a high impact on the commuters, as 69% of the commuters have claimed that they pay more attention to advertising in the rail environment than anywhere else. Moreover, the report also states that these screens attracted attention from some of the most discreet audiences, who were otherwise difficult to reach through traditional channels.
Apart from its installations in major transit networks, the company has also extended commitments from Ford and the Australia Defence Force Recruiting in place. Other major marketers that are also attracted to the cross track format screens include BUPA, Origin Solar, St George, ANZ Bank and Mercedes.
The company is currently pursuing international expansion plans in North America and Asia. XTD has targeted the USA as the next key area of growth as it aims to connect with some of the largest outdoor advertising groups, technology companies and media buyers within the region.
XTD Expanded its 1H16 Revenue by 228%
XTD expanded its revenue for the half year ended December 2015 by 228% to $1.8 million. The company subsequently contracted its net loss from $6.5 million to $1.8 million during the period. XTD’s net assets increased from $4.9 million in 1H15 to $5.49 million in 1H16. These results reflected an accelerating interest from media and marketing industries in the effectiveness of cross track digital communications.
In July 2015, the company’s shareholders approved for XTD to raise $1.5 million to accelerate development of Contact Light. As part of the raising, XTD diluted its ownership to 52%, but remains a controlling interest in its subsidiary. Contact Light provides designing and marketing mobile platforms for transport environments. The subsidiary was launched in October 2015.
Wise-Owl’s View
Wise-owl is attracted to the company’s historic revenue growth trajectory, existing contracts and unique position in the industry. The company is well positioned within the digital media and transport advertising market and set for future growth if management can successfully execute on its international expansion strategy. Being one of the “first movers” in the industry, XTD has a competitive advantage, but may become subject to increasing competition. XTD’s technology is not subject to patents and therefore entry barriers are limited to know-how and capital. Not yet profitable, XTD is expected to require further capital to fund its expansion and daily operations.
Overall we favour the balance of risk and believe that XTD is a suitable portfolio addition to investors with speculative appetite.

[Joshuatree]

Am back in TMP for a trade DYOR

Acquisition marks advancement of tech focused strategy-TMP.AX (http://hotcopper.com.au/threads/2789994/)

GNX have done a cap raise @ 16c oversubscribed was $2mill but $3.5 mill raised. Some int varied electricity MW valuations on another forum.S/P currentlydown to 15c .Comments DEJ or anyone in?.watching atm
Capital Raising Presentation-GNX.AX (http://hotcopper.com.au/threads/2787896/)
Genex Completes Oversubscribed Capital Raising of $3.5m-GNX.AX (http://hotcopper.com.au/threads/2788758/)

[duncan22]

Am back in TMP for a trade DYOR

Acquisition marks advancement of tech focused strategy-TMP.AX (http://hotcopper.com.au/threads/2789994/)

GNX have done a cap raise @ 16c oversubscribed was $2mill but $3.5 mill raised. Some int varied electricity MW valuations on another forum.S/P currentlydown to 15c .Comments DEJ or anyone in?.watching atm
Capital Raising Presentation-GNX.AX (http://hotcopper.com.au/threads/2787896/)
Genex Completes Oversubscribed Capital Raising of $3.5m-GNX.AX (http://hotcopper.com.au/threads/2788758/)

I'm disappointed they raised less than the IPO price but sets them up well and im guessing if they are talking to third parties about financing options they would want to be in a position of power and having a decent cash balance will help.

Glad i topped up in the 9c range, will top up further if it drops back to the 12/13c mark.

[Joshuatree]

EMC and APX been my best performers atm.EMC from re 20c to 90c plus and cooled just a little which is healthy to 82c currently.Holding firmly.

APX $2.46 a new high from my entry $1.41. Holding longer atp.
How are others faves going?.

APX touched $3 today; double bagger.

http://www.marketwire.com.au/market...a-backward-step-moving-into-reporting-season/ (http://www.marketwire.com.au/market-moving-stocks/appen-unlikely-to-take-a-backward-step-moving-into-reporting-season/)

[silu]

Very happy with my EMC stock. HZR took a bit of a breather but still holding. Not sure if XTE qualifies as a small disruptive tech stock but I have accumulated more around sub 35 cents. Sub 10mil Cap for a profit making company ain't too bad. Also announced a new 2 mil contract with OZ military today.

[showstring]

nice one whoever got in on EMC, very promising little company
actually making the world a better place, always a positive


was eyeing up in the 20c range, but had no spare cash avail :<
hindsight and all that

it has the makings of a $billion business

[DarkHorse]

I recently followed Alex Waislitz with a (much much smaller) little investment in Updater - UPD.

"In the 5 years prior to listing, the Company successfully developed proprietary technology and formed relationships to secure a leading position in the ‘new mover’ market in the US. The mover market is massive, with 17m households relocating p.a. in the US alone. ... UPD’s online platform provides movers with a seamless process to enable transferring of utilities, forwarding of mail, updating of accounts and the many other tedious tasks associated with relocation..."

Having secured over 5% of movers, hundreds of real-estate agents and now the second largest US insurance company (on a trial basis) they have a great chance to secure the kind of impregnable network dominance enjoyed by the likes of Seek and Trademe.
More info:

http://nwrcommunications.com.au/wp-content/uploads/2016/02/UPD-190216-Talking-point-1.pdf (http://nwrcommunications.com.au/wp-content/uploads/2016/02/UPD-190216-Talking-point-1.pdf)


https://gallery.mailchimp.com/3c4aa62f5be7d2078cdc62469/files/Updater_Liberty_Mutual_Conference_Call_summary.pdf

[silu]

ICYMI - Hazer Group (HZR) was featured in the Guardian newspaper this week:

Cheap and clean: Australian company creates hydrogen with near-zero emissions
https://www.theguardian.com/sustainable-business/2016/jul/22/cheap-and-clean-australian-company-creates-hydrogen-with-near-zero-emissions

[DarkHorse]

I recently followed Alex Waislitz with a (much much smaller) little investment in Updater - UPD.

"In the 5 years prior to listing, the Company successfully developed proprietary technology and formed relationships to secure a leading position in the ‘new mover’ market in the US. The mover market is massive, with 17m households relocating p.a. in the US alone. ... UPD’s online platform provides movers with a seamless process to enable transferring of utilities, forwarding of mail, updating of accounts and the many other tedious tasks associated with relocation..."

Having secured over 5% of movers, hundreds of real-estate agents and now the second largest US insurance company (on a trial basis) they have a great chance to secure the kind of impregnable network dominance enjoyed by the likes of Seek and Trademe.
More info:

http://nwrcommunications.com.au/wp-content/uploads/2016/02/UPD-190216-Talking-point-1.pdf (http://nwrcommunications.com.au/wp-content/uploads/2016/02/UPD-190216-Talking-point-1.pdf)


https://gallery.mailchimp.com/3c4aa62f5be7d2078cdc62469/files/Updater_Liberty_Mutual_Conference_Call_summary.pdf

Great gains already in this one :)

[silu]

Hazer Group HZR reports 99% purity of synthetic graphite in nonoptomised conditions. I'm no scientist but to me that sounds like fantastic news and it shows that their product can be used in high-end applications.
discl. hold

[DarkHorse]

UPD's doubled in 6 weeks; more good news today - keep exceeding targets: http://www.asx.com.au/asxpdf/20160803/pdf/4391swdmywpxrw.pdf

[duncan22]

SMN looking very strong closing at $2.30 today. The result of a comprehensive investor call which you can listen to here: http://www.smsystems.com.au/conference-calls/

I'm still holding strong to SMN, EMC & GNX - been a pretty good run. Also slowly building a stake in BRC (very low liquidity) which looks to be ramping up with lots of recent partners announced.

[kiora]

PPS on a good breakout.Looked at buying when last pulled back but couldn't decide what to sell!
http://www.4-traders.com/PRAEMIUM-LTD-6498787/?type_recherche=rapide&mots=pps

[Joshuatree]

APX Haif year EBITDA up 83% REV 49% Profit 102% No Debt Cash $13 mill. Almost all rev in $US. Outlook FY plus 20%

[Joshuatree]

Hope to update the list sometime; Feel free to yourselves:)
YNB which I'm still in the red with, but less so has announced deal with giant co;... Lenovo.Prior was a T/H on the 23rd. They then amended above announcement leaving Lenovo's name out. All a bit weird but it looks like it is a deal with Lenovo though which could be a gamechanger for tiny little YNB ,mkt cap re $8 million.Reinstatement after mkt closed. Monday could be int.

Beyond Media announces deal with Lenovo - Amended-YNB.AX (http://hotcopper.com.au/threads/2839276/)
Additional details of terms with PC manufacturer-YNB.AX (http://hotcopper.com.au/threads/2856756/)

[NZSilver]

I'll start - xtd a waiting game little change,
Cat and acx - up a fair bit,
rnt -well down sold to loss
Mbe - volatile - around 30-33c
Sma - down, at about 3c, still signing contracts
Rft - significant inc sitting around 2c (did hit 5-6c)

[silu]

GNX announced after a short trading halt that it got offered $8.85 mio grant funding from Arena a 20 year QLD government backed power support deed.
discl. hold

[duncan22]

GNX announced after a short trading halt that it got offered $8.85 mio grant funding from Arena a 20 year QLD government backed power support deed.
discl. hold

I topped up some more today - they have been ticking boxes consistently since listing and still under IPO price!

[Jinx]

Duncan, Looking at both GNX & SMN, both look like solid options. If you were to pick one, which would you recommended?

[silu]

I topped up some more today - they have been ticking boxes consistently since listing and still under IPO price!

I'm also looking at doubling my holding in GNX at some stage. Hoping for some weakness today to get them at the right price.

[Dej]

I'm also looking at doubling my holding in GNX at some stage. Hoping for some weakness today to get them at the right price.

Hi Silu,

We both have basically the same name on both HC and ST!

Loving GNX at the moment, they get further along the path and have a falling share price. This is conventional for small cap companies that are not doing anything "revolutionary" - basically a falling share price because of lack of interest rather than lack of investment value. They will get noticed soon enough though IMHO. Last announcement said a few weeks until BFS is out. I doubled up about 2 weeks ago because it just keeps looking like a steal. Could be wrong.

[duncan22]

Duncan, Looking at both GNX & SMN, both look like solid options. If you were to pick one, which would you recommended?

My biggest holding is SMN so id have to go with that. Lots of near term catalysts!

[silu]

GNX - Managed to double my holding at 18c this week. Funds a little dry at the moment so looking for my tax refund (hopefully soon IRD - hurry up!) or divesting from other stocks to accumulate more. It seems more and more to me that this is a sleeping beauty that might get a kiss next year closer to commencement of power generation Q4/2017. Strong support from Australian and Queensland governments. Board & Management holding a third of the shares on issue. Very excited about the prospects.

[Joshuatree]

A good read about Deep Learning ,whats ahead and happening now

http://fortune.com/ai-artificial-intelligence-deep-machine-learning/

"Why Deep Learning Is Suddenly Changing Your Life
Decades-old discoveries are now electrifying the computing industry and will soon transform corporate America.
September 28, 2016, 5:00 PM EDT
Over the past four years, readers have doubtlessly noticed quantum leaps in the quality of a wide range of everyday technologies.
Most obviously, the speech-recognition functions on our smartphones work much better than they used to. When we use a voice command to call our spouses, we reach them now. We aren’t connected to Amtrak or an angry ex.
In fact, we are increasingly interacting with our computers by just talking to them, whether it’s Amazon’s Alexa, Apple’s Siri, Microsoft’s Cortana, or the many voice-responsive features of Google. Chinese search giant Baidu says customers have tripled their use of its speech interfaces in the past 18 months.
Machine translation and other forms of language processing have also become far more convincing, with Google GOOGL 0.06% , Microsoft MSFT 0.88% , Facebook FB 0.05% , and Baidu BIDU 0.52% unveiling new tricks every month. Google Translate now renders spoken sentences in one language into spoken sentences in another for 32 pairs of languages, while offering text translations for 103 tongues, including Cebuano, Igbo, and Zulu. Google’s Inbox app offers three ready-made replies for many incoming emails.
Then there are the advances in image recognition. The same four companies all have features that let you search or automatically organize collections of photos with no identifying tags. You can ask to be shown, say, all the ones that have dogs in them, or snow, or even something fairly abstract like hugs. The companies all have prototypes in the works that generate sentence-long descriptions for the photos in seconds.
Think about that. To gather up dog pictures, the app must identify anything from a Chihuahua to a German shepherd and not be tripped up if the pup is upside down or partially obscured, at the right of the frame or the left, in fog or snow, sun or shade. At the same time it needs to exclude wolves and cats. Using pixels alone. How is that possible?


The advances in image recognition extend far beyond cool social apps. Medical startups claim they’ll soon be able to use computers to read X-rays, MRIs, and CT scans more rapidly and accurately than radiologists, to diagnose cancer earlier and less invasively, and to accelerate the search for life-saving pharmaceuticals. Better image recognition is crucial to unleashing improvements in robotics, autonomous drones, and, of course, self-driving cars—a development so momentous that we made it a cover story in June. Ford F 0.00% , Tesla TSLA -1.86% , Uber, Baidu, and Google parent Alphabet are all testing prototypes of self-piloting vehicles on public roads today.
But what most people don’t realize is that all these breakthroughs are, in essence, the same breakthrough. They’ve all been made possible by a family of artificial intelligence (AI) techniques popularly known as deep learning, though most scientists still prefer to call them by their original academic designation: deep neural networks.
The most remarkable thing about neural nets is that no human being has programmed a computer to perform any of the stunts described above. In fact, no human could. Programmers have, rather, fed the computer a learning algorithm, exposed it to terabytes of data—hundreds of thousands of images or years’ worth of speech samples—to train it, and have then allowed the computer to figure out for itself how to recognize the desired objects, words, or sentences.
In short, such computers can now teach themselves. “You essentially have software writing software,” says Jen-Hsun Huang, CEO of graphics processing leader Nvidia NVDA 0.98% , which began placing a massive bet on deep learning about five years ago. (For more, read Fortune’s interview with Nvidia CEO Jen-Hsun Huang.)
Neural nets aren’t new. The concept dates back to the 1950s, and many of the key algorithmic breakthroughs occurred in the 1980s and 1990s. What’s changed is that today computer scientists have finally harnessed both the vast computational power and the enormous storehouses of data—images, video, audio, and text files strewn across the Internet—that, it turns out, are essential to making neural nets work well. “This is deep learning’s Cambrian explosion,” says Frank Chen, a partner at the Andreessen Horowitz venture capital firm, alluding to the geological era when most higher animal species suddenly burst onto the scene.
That dramatic progress has sparked a burst of activity. Equity funding of AI-focused startups reached an all-time high last quarter of more than $1 billion, according to the CB Insights research firm. There were 121 funding rounds for such startups in the second quarter of 2016, compared with 21 in the equivalent quarter of 2011, that group says. More than $7.5 billion in total investments have been made during that stretch—with more than $6 billion of that coming since 2014. (In late September, five corporate AI leaders—Amazon, Facebook, Google, IBM, and Microsoft—formed the nonprofit Partnership on AI to advance public understanding of the subject and conduct research on ethics and best practices.)
Google had two deep-learning projects underway in 2012. Today it is pursuing more than 1,000, according to a spokesperson, in all its major product sectors, including search, Android, Gmail, translation, maps, YouTube, and self-driving cars. IBM’s IBM 0.47% Watson system used AI, but not deep learning, when it beat two Jeopardy champions in 2011. Now, though, almost all of Watson’s 30 component services have been augmented by deep learning, according to Watson CTO Rob High.
Venture capitalists, who didn’t even know what deep learning was five years ago, today are wary of startups that don’t have it. “We’re now living in an age,” Chen observes, “where it’s going to be mandatory for people building sophisticated software applications.” People will soon demand, he says, “ ‘Where’s your natural-language processing version?’ ‘How do I talk to your app? Because I don’t want to have to click through menus.’ ”
For more on AI, watch this Fortune video:
Some companies are already integrating deep learning into their own day-to-day processes. Says Peter Lee, cohead of Microsoft Research: “Our sales teams are using neural nets to recommend which prospects to contact next or what kinds of product offerings to recommend.”
The hardware world is feeling the tremors. The increased computational power that is making all this possible derives not only from Moore’s law but also from the realization in the late 2000s that graphics processing units (GPUs) made by Nvidia—the powerful chips that were first designed to give gamers rich, 3D visual experiences—were 20 to 50 times more efficient than traditional central processing units (CPUs) for deep-learning computations. This past August, Nvidia announced that quarterly revenue for its data center segment had more than doubled year over year, to $151 million. Its chief financial officer told investors that “the vast majority of the growth comes from deep learning by far.” The term “deep learning” came up 81 times during the 83-minute earnings call.
Chip giant Intel INTC 1.30% isn’t standing still. In the past two months it has purchased Nervana Systems (for more than $400 million) and Movidius (price undisclosed), two startups that make technology tailored for different phases of deep-learning computations.
For its part, Google revealed in May that for over a year it had been secretly using its own tailor-made chips, called tensor processing units, or TPUs, to implement applications trained by deep learning. (Tensors are arrays of numbers, like matrices, which are often multiplied against one another in deep-learning computations.)
Indeed, corporations just may have reached another inflection point. “In the past,” says Andrew Ng, chief scientist at Baidu Research, “a lot of S&P 500 CEOs wished they had started thinking sooner than they did about their Internet strategy. I think five years from now there will be a number of S&P 500 CEOs that will wish they’d started thinking earlier about their AI strategy.”
Even the Internet metaphor doesn’t do justice to what AI with deep learning will mean, in Ng’s view. “AI is the new electricity,” he says. “Just as 100 years ago electricity transformed industry after industry, AI will now do the same.”
Think of deep learning as a subset of a subset. “Artificial intelligence” encompasses a vast range of technologies—like traditional logic and rules-based systems—that enable computers and robots to solve problems in ways that at least superficially resemble thinking. Within that realm is a smaller category called machine learning, which is the name for a whole toolbox of arcane but important mathematical techniques that enable computers to improve at performing tasks with experience. Finally, within machine learning is the smaller subcategory called deep learning.
One way to think of what deep learning does is as “A to B mappings,” says Baidu’s Ng. “You can input an audio clip and output the transcript. That’s speech recognition.” As long as you have data to train the software, the possibilities are endless, he maintains. “You can input email, and the output could be: Is this spam or not?” Input loan applications, he says, and the output might be the likelihood a customer will repay it. Input usage patterns on a fleet of cars, and the output could advise where to send a car next.
Deep learning, in that vision, could transform almost any industry. “There are fundamental changes that will happen now that computer vision really works,” says Jeff Dean, who leads the Google Brain project. Or, as he unsettlingly rephrases his own sentence, “now that computers have opened their eyes.”
Does that mean it’s time to brace for “the singularity”—the hypothesized moment when superintelligent machines start improving themselves without human involvement, triggering a runaway cycle that leaves lowly humans ever further in the dust, with terrifying consequences?
Not just yet. Neural nets are good at recognizing patterns—sometimes as good as or better than we are at it. But they can’t reason."

[Joshuatree]

I still have a residual holding in CAJ which owns a chunk of Enlitic who using deep learning tech for diagnostic imaging etc.Enlitic and CAJ re J/V into china.Anyone else aware or into any deep imaging companies? cheers JT
Download Document 70.15KB (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvFDZpi1 3qqla1p%2Bh6%2FtVNT7rIHIwVXhFnPFHhlFA%3D)

[duncan22]

I've added a small position of LER today, proven technology tuning waste into green products and just partnered with a big player in their space. I only added a half position as a bit worried about a cap raising coming sometime soon.

[Joshuatree]

APX what a perfect growing beast of a company this has turned out to be.This article explains it well.
https://slator.com/ma-and-funding/appen-struck-gold-language-services/

[Joshuatree]

From Motley Fool
2 small cap rockets to buy in October

When it comes to growth shares there is one share in particular that will no doubt spring to the mind of many investors. That is of course Domino’s Pizza Enterprises Ltd (ASX: DMP).

The rapidly expanding pizza chain operator has deservedly earned its reputation by growing its earnings at an average rate of 25.2% per annum for the last decade according to CommSec.

As you might expect during that time it has rewarded its shareholders handsomely with an average annual total return of 40.2%. This staggering level of return means that if you had invested $35,000 in its shares back in 2006 you’d be a millionaire today.

Finding the next star growth share is of course an almost impossible task. But two small-cap growth shares which I feel have incredible potential are as follows:

Appen Ltd (ASX: APX) (http://www.fool.com.au/company/Appen+Ltd/?ticker=ASX-APX)
Appen is a global leader in the fast-growing speech and search technology services industry and in my opinion one of Australia’s most exciting technology companies. Any company that can name global giants Facebook and Microsoft as clients is clearly doing something right and I think this shows in its results. In August Appen delivered a stunning 102% increase in half year net profit to a record $5.4 million. The company recently acquired UK-based Mendip Media Group with the aim of enhancing the provision of language services to government clients. Whilst Mendip Media is a much smaller company it does have contracts with the United Nations, Ministry of Justice and a number of security agencies.

[Joshuatree]

It used to be and is being used as an example of where small cap stocks can get to. I hold APX.

[heisenberg]

Ahh I see. Wasn't sure as the article mentions two small caps worth looking into - which was the other?

[Joshuatree]

Understood. couldn't access the full article.

[heisenberg]

It was:

Catapult Group International Ltd (ASX: CAT)

Sports analytics company Catapult is another company which has been busy with acquisitions recently. The company acquired US-based XOS Technologies and Ireland’s PLAYERTEK this year to bolster its product offering and cement its position as one of the industry leaders. The XOS Technologies deal in particular appears to be a great choice by management. It provides digital and video analytic software solutions to sports teams and should complement Catapult’s existing products. Positively the acquisitions are expected to generate significant synergies and accelerate Catapult’s transition to positive EBITDA and free cash flow in FY 2017.

[silu]

If anyone is interested in HZR (Hazer Group) here is an insightful interview with its MD:

http://www.peakassetmanagement.com.au/peaktv-hzr/
We caught up with Geoff Pocock, Managing Director of Hazer Group (HZR) to give us a brief overview on HZR’s technology, the advantages of the Hazer Process vs. its competitors, a little about the Hydrogen market and the huge opportunity the company has in growing its market share. Geoff and I also talked about the potential catalysts for the stock and what’s in store next year.

discl. holding shares + options

[Joshuatree]

PPL .That mean monkey doubt was clambering up my back; s/p has dropped by a third, but finally some vindication and a trend change (long may it be please).
Strong start to FY2017 - Q1 revenue up 31%-PPL.AX (http://hotcopper.com.au/threads/2995157/)

[duncan22]

I've added a small position of LER today, proven technology tuning waste into green products and just partnered with a big player in their space. I only added a half position as a bit worried about a cap raising coming sometime soon.

$2.35m placement now at 14.5c - luckily my average buy in price was 13c so sets a good base. Still good buying at that level and ill buy up as soon as I can sell DTZ(NFE)/CR8/ATL which haven't relisted yet.

[Joshuatree]

PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01797562) Thanks dunc ;heres the details. certainly in a sector i believe in for our planet and one I've done extremely well in (EMC,AJX,EDE ;and KPO which i still hold a third in).

[Joshuatree]

CM8 . Conviction for this stock is leaking away, I'm thinking of cutting my losses as i review portfolio and build up the cash a little. Any thoughts welcome on this one.

[duncan22]

GNX feasibility study out now for their pumped hydro-storage project: http://www.asx.com.au/asxpdf/20161108/pdf/43cqgq5z7z4v5j.pdf

Looks pretty good to me, they were initially targeting 330MW at IPO and its come in at 250MW, slightly down but a lot of progress being made and the debt/govt funding as opposed to equity would be a great outcome for shareholders.

[silu]

GNX feasibility study out now for their pumped hydro-storage project: http://www.asx.com.au/asxpdf/20161108/pdf/43cqgq5z7z4v5j.pdf

Looks pretty good to me, they were initially targeting 330MW at IPO and its come in at 250MW, slightly down but a lot of progress being made and the debt/govt funding as opposed to equity would be a great outcome for shareholders.

Hi duncan - we actually have a separate GNX thread now. Please have a look and I'd love to see your posts there for clearer presentation. I'm big and long on GNX.

[Mothman]

Check out Bid Energy (BID)

Did a backdoor listing about a month ago after raising $7M at 10c per share. Currently trading around 7.2c

By all accounts impressive energy management and billing aggregation software for businesses.

Contract wins look good with BP (Aus and NZ sites) and now Flight Centre.

Launching in US and UK at some stage: this is an exciting opportunity for those with patience.

Market cap shows as $14M but lots of options and non-listed escrow shares so fully diluted it is more like $25M, the founders and management have plenty of skin in the game so that is also a positive.

[Joshuatree]

Note to self ; add RBO (thanks silu) to the list when I or someone else updates t​he list when the energy provides.

[showstring]

Here's an interesting little company from Israel.

DTZ - Dotz Nano
http://www.dotznano.com/

It aims to manufacture Graphene Quantum Dotz using coal as source, effectively making them a lot cheaper than competition. It emerged from Rice University.



someone compiled info on HC to pasting this below:


Essentially these are tiny semiconductor particles that Dotz are extracting from coal – much more cheaply, nontoxic and greater yields than current standards. They fluoresce when exposed to UV light / in solution and have a variety of applications. Different types of coal can yield different types of dots that will present as different colours (as others have discussed we have produced several colours so far).

They are most well-known for the high tech applications in TV’s and touchscreens etc, even though this is not our priority at the moment. The new Samsung pic going around shows the superior colour quality of using this GQD technology.

The cleaning / detergent industry is worth billions worldwide and these GQD’s can improve the efficiency of the products as well as extending the life of them (such as increasing and sustaining the whitening effect of clothing).

Anti-counterfeiting is another interesting application. That is a growing concern so I see potential there for marking notes, use in casino chips etc. Dotz have mentioned these areas previously. Awhile back I recall someone mentioning potential military application too. Something about marking packages that would be placed out in the field where specialised night vision goggles would be designed to only pick up the GQD coated package, allowing for easier spotting by the desired party while camouflaging it from everyone else. I can't recall if the poster was just brainstorming or there had been mention of this type of thing by Dotz.

Some other applications either currently being utilised or explored are biological / medical (this is what got me interested), infrared and optical sensors, LED’s and other lighting applications, printing etc.

The key thing is the economics of producing these GQD’s from coal and the non-toxic nature opening up other applications especially in the biological / medical field. Further to this, we have the partnership in Singapore to explore additional applications for future commercialisation.



Here is a recap of the announcements in snippets:




Dotz Nano and NTU Singapore will establish the first Global joint research program focusing on the applications and development of GQDs, and the Company will have exclusive licensing rights to commercialise the developed applications.




Dotz Nano and NTU Singapore will provide up to S$20 million in joint funding over a 5 year period. In addition to the above financing, both parties will endeavour to obtain additional grant funding from other sources.




Dotz Nano to have exclusive licensing rights to commercialise developed applications




“We are extremely pleased by this partnership. NTU Singapore is one of the leading universities in Advance Materials and in the research of GQDs, and this agreement demonstrates the significance of the research into the GQDs space and how the material will become of common use in the future.




Dotz Nano brings to the market the next generation of nanoparticles, via coal derived GQDs with patented methods and commercial and technological benefits surpassing graphite derived quantum dots, which are costly and complex to produce, with both low yields and quantum efficiency.


​


Dotz Nano’s exclusive ability to extract graphene quantum dots from coal rather than graphite, allows the Company to produce inexpensive, non-toxic GQDs at ten times the production yield of conventional GQDs (currently ~25% yield coal derived, compared to ~2% from graphite).




Dotz Nano will start to commercialise its technology between Q4 2016 and Q2 2017; falling in line with the Company’s expected first sales of GQDs. The Company intends to be in a position to generate revenue through license fees and royalties in the short to medium term.




Integrating the new Parr hi-pressure hi-temperature reactor, will allow Dotz Nano to produce up to 100 kg of GQD’s per year, and additionally produce specialised GQD’s adapted to specific applications that the Company is developing with GQD consumers.




What’s so special about Dotz? The Company has the sole rights to extract GQDs from coal instead of graphite, producing cheaper, non-toxic and at ten times the production yield GQDs (25% yield instead of 2% from graphite).




Dotz Nano is currently not aware of any other party that is commercialising graphene quantum dots.




GQDs can create a shift in the applications market allowing traditional applications to use GQDs to achieve performance levels otherwise not considered possible.


​


Dotz intends to focus on the low cost/ high volume markets, targeting applications which require low to zero quantum yield




Quantum dots are currently produced out of cadmium and other heavy metals.




Applications which require high quantum yield (60-80%) – display market, photovoltaics, imaging, medical applications, pigments, inks, etc.




Applications which need low quantum yield- casino chips, security applications, detergents, textiles, etc.




Major commercial market DISPLAY MARKET QD based displays to improve colour and energy are starting to emerge (Sony flat screen displays, Amazon’s Kindle Fire HDX e-reader)




Early stage commercial market HEALTHCARE Currently the main market (tissue labelling, cancer therapy, tumour detection)




Early stage commercial market PHOTOVOLTAIC & ENERGY QDs allow for increase battery efficiency and are currently in the R&D stage in energy related devices, such as photovoltaics, fuel cells and batteries




DTZ solution: Innovative breakthrough process for producing GQDs developed in the lab of Prof. James Tour of Rice University in Texas. Based on extracting non-toxic GQDs from inexpensive COAL. Allows a large supply of inexpensive GQDs. Greatly reduces manufacturing costs, and 10 times greater production yield




GQDs can significantly improve the appearance and brightness of colours, and in healthcare GQDs hold the promise for early cancer imaging and detection




Milestone 3 – 100kg




Over the next 12 months Dotz Nano aims to be a premier GQD producer. The Company is currently producing blue, yellow, green and white GQDs, with red GQD’s to come online shortly.




Following six months of extensive research and experimentation, with verification by independent laboratories, Graphene Quantum Dots (GQDs) producer Dotz Nano has succeeded in developing new cost-efficient GQDs with a significant rise in Quantum Yield (QY) (>65%), adapted for large-scale manufacturing




This new development is applicable to the high-end users of GQDs such as displays, TVs, solar cells and biomedical imaging, a market previously not available to Dotz Nano.




Capable of large scale manufacturing




Potential customers evaluating samples




In applications that require a high QY, such as high definition TVs and medical imaging, QY is an essential parameter that is used to evaluate the light emission properties of the Quantum Dot.




The new process allows Dotz Nano to currently produce blue fluorescent GQDs with a QY of over 65% compared with a modest 5-8% achieved currently.




For comparison, metallic based Quantum Dots currently marketed by several Quantum Dots producers’ and used for high-end applications as listed above, exhibit quantum yields of 50-60%. Standard conventional Graphene Quantum Dots when produced exhibit much lower QYs, usually in the 3-6% range.




Several producers of high QY applications and products have received samples of Dotz Nano’s high QY GQDs to evaluate for compatibility with their application products that can ultimately lead to potential sales for high-end applications.




“This development is a significant game changer for Dotz Nano.”




The new GQDs have a QY comparable to metal based QDs but with the low cost and non-toxic properties of Dotz GQDs. This new development potentially opens new high value markets such as high definition TVs, medical imaging, lighting products and photovoltaics.




Multi kilogram production capacity of the enhanced GQD is attained with existing equipment installed at Dotz Nano’s facilities in Israel and a potential manufacturer partner capable of mass producing the main product has been identified.




Dotz Nano continues to undertake research and development for large-scale manufacturing of cyan, green and yellow fluorescent GQDs with enhanced QY and look forward to updating the market on these key technological developments as they unfold.




Expansion of production capacity of GQDs up to 100kgs per annum in anticipation of sales pipeline over the coming months




Commercialisation negotiations continuing




Dotz Nano's production facility in Israel, is centred upon a 3 litre reactor capable of producing 100-200 grams of GQD’s per day or approximately 50kg per year. Integrating the new Parr hi-pressure hi-temperature reactor, will allow




Dotz Nano to produce up to 100 kg of GQD’s per year, and additionally produce specialised GQD’s adapted to specific applications that the Company is developing with GQD consumers.




Dotz continues to negotiate commercial contracts with potential customers for the supply of GQD’s and sublicensing of applications in accordance with its commercialisation strategy.




The expanded production capacity will assist Dotz Nano in meeting demand in the interim period while plans for a larger production facility are progressed.




With the integration of the new reactor and freeze dryer, we have expanded the Company’s capabilities of supplying future consumer demand of GQDs for any applications, both high and low yield quantum dots. With our intensive business development and marketing efforts on foot, this reactor will be an important part of the GQD supply chain.




Currently all GQD production worldwide is manufactured in milligram sized batches and in laboratories, none of which are at serious production levels.
Dotz Nano is not aware of any other company in the world that is commercialising GQDs on a serial production status, especially in such quantities and quality as Dotz Nano."




Further to the additional reactor, Dotz Nano has also purchased a Lyophilizer or Freeze Dryer that will allow the Company to ship GQDs in powdered form instead of solvent, thus creating an easier logistics solution for Dotz Nano customers.




Dotz Nano and its US based manufacturing partner Pflaumer Brothers Inc. have been awarded a conditional AUD$1.2m (USD$0.9m) grant by The BIRD Foundation



The purpose of the grant is to fund Quality Assurance Lab and Production facilities​



The approval for the grant is valid for three months and subject to the execution of a cooperation and funding agreement between the parties




Dotz Nano recently identified Pflaumer Brothers Inc as a potential US based manufacturing partner with facilities capable of producing the Company’s GQD products. The receipt of the BIRD grant will be an important step in developing this commercial partnership further



BIRD supports approximately 20 projects annually. The cumulative sales of products developed through BIRD projects have exceeded $8 billion. Since its inception in 1977, BIRD has approved over 800 projects with leading companies in the U.S., for example: ADM, American Red Cross, Applied Materials, Avaya, Bayer Pharmaceutical, Becton Dickinson, Bio-Rad Laboratories, Eastman Kodak, General Dynamics, General Electric, Guidant, IBM, J&J, KLA- Tencor, Molex, Motorola, Procter & Gamble, SanDisk, Spansion, Telcordia, Texas Instruments, Tyco and others.




gluck dyor and all that

[silu]

I haven't taken a position in RBO (Robo 3D) yet but today they announced a manufacturing agreement with Foxconn. Will try to get into this on any mid-day SP weakness after a most likely big opening.

[silu]

Took a small position in RBO at 12.5c with money I can afford to loose. Not that I think that this is in danger of going under but the 3D printer market isn't fully formed yet so there will be a few winners and a lot of losers. Adaptability towards the retail market is a major plus for Robo 3D but not every industry advancement is necessarily taken up by the average punter.

[silu]

HZR has announced construction of their pre-pilot plant facility. Construction and first graphite production in Q1 2017 and is also already in discussion with a number of partners for sending out samples for testing and market validation. I wish Hazer all the best with their endeavours. I have bought some more last week at 63c.

[Joshuatree]

Thanks silu; i will make some time to look at RBO, and update myself on HZR again.

Bought a few MEB, depression diagnostics, another growth industry unfortunately.Plenty of cash after cap raise in Nov

"We ended the year on a high note. The results published lastweek from the pilot phase of the John Hopkins University studyof Medibio’s clinical diagnostic for depression didn’t disappoint.They were exactly what we hoped to achieve and well above thatrequired to support the intended claims in our FDA application.
Our proprietary technology registered 81% accuracy diagnosingthe 26 patients, 11 with Major Depressive Disorder (MDD) and15 normal controls, JHU assessed. Sensitivity and speci citymeasures were in the same ballpark.
Not a recco DYOR





Download Document 1.54MB (https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYD6g y9yRGZrfJ7ke92GA%3D%3D)

[Jinx]

HZR has announced construction of their pre-pilot plant facility. Construction and first graphite production in Q1 2017 and is also already in discussion with a number of partners for sending out samples for testing and market validation. I wish Hazer all the best with their endeavours. I have bought some more last week at 63c.

Looked at picking some up last week around 60c but figured I'd wait for trump to become offical in case in sh*t the bed on his first day.... turns out I was wrong and had to pick some up at 66c yesterday. Though with Australia Day today and the asx closed while the Dow breaks 20000 I'm sure tomorrow is going to be a banger for HZR!

just my thoughts!

[Joshuatree]

Taking a PUNT on NUH. their IQEarbuds look set to be a disruptive game breaker. Time will tell; for risk takers DYOR

[Joshuatree]

Heres a good intro to NUH; their IQ Buds are selling now on Best Buys in USA. highly recommend one reading it. As always DYOR.
https://www.google.com.au/amp/www.cultofmac.com/461076/nuheara-iqbuds-smart-wireless-earbuds/amp/

[kiora]

Heres a good intro to NUH; their IQ Buds are selling now on Best Buys in USA. highly recommend one reading it. As always DYOR.
https://www.google.com.au/amp/www.cultofmac.com/461076/nuheara-iqbuds-smart-wireless-earbuds/amp/

Looks good JT.Large market potential I suspect speaking from experience in noisy bars/restaurants

[Joshuatree]

Yeah i avoid noisy places now as i miss the conversation; but many other advantages of IQ Buds too and it increases your intelligence too :D. Cereally; if it does lift off NUH will force me to open a thread unto its own ;like no other.:t_up::p:(:confused:

[kiora]

Yeah i avoid noisy places now as i miss the conversation; but many other advantages of IQ Buds too and it increases your intelligence too :D. Cereally; if it does lift off NUH will force me to open a thread unto its own ;like no other.:t_up::p:(:confused:

Hi JT. Looks like around 700m shares on issue or in the money,capitalization around $70 m,$1.7 m expenses for the quarter,$4m cash.PT remark regarding how long until can produce 10% of market cap ie $7 m rings loud & clear from standing start.Outsourcing production I like,product I like v. much.Distribution appears excellent + own sales.Reasonable mix of marketing & product development in the team.Certainly one to keep an eye on.

[Joshuatree]

Yeah and they are selling pretty well if you check out the H/ C threads; for such a new product in a very competitive/crowded mkt; a lot of brands in there but IQ have points of diff hence my disruptive think ; selling by word of mouth by the looks. More like 700 mill shares btw

[kiora]

Yeah and they are selling pretty well if you check out the H/ C threads; for such a new product in a very competitive/crowded mkt; a lot of brands in there but IQ have points of diff hence my disruptive think ; selling by word of mouth by the looks. More like 700 mill shares btw

Oops corrected that bit,had MC about right

[Joshuatree]

https://youtu.be/kE6U7lCHkic Disruptive combo.Love it when he differentiates it from hearing aids; its such a cool combo;and connects with Android or Apple.

[kiora]

https://youtu.be/kE6U7lCHkic Disruptive combo.Love it when he differentiates it from hearing aids; its such a cool combo;and connects with Android or Apple.

Mega one,managing cash flow will be major.

[Joshuatree]

Yes ;and s/p been selling off; so others can time it better than me if it stacks up for them.

[Joshuatree]

NUH IQ Earbuds to be sold on Amazon and brookstone
Download Document 177.93KB (https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4g y7yBeZruJxke92GA%3D%3D)

[Joshuatree]

http://info-thewest.anittel.net/westadvertising/feature/20170309-1/downloads/feature.pdf
Page 10 article on NUH. A piece on Pioneer credit too (i hold).

[Joshuatree]

But s/p still volatile plus.Just dived 7% to 9.7c. Kinda wish i hadn't entered so early. Manipulation poss going on.

[Joshuatree]

NUH Some great reviews. on the IQBuds. Cool how you can answer your cellphone while its still in your pocket!http://www.sharetrader.co.nz/webkit-fake-url://DF74EAD2-4E40-4D5E-ACCE-3BC9CC48BE56/nuheara-go-girl-png.509493.png

Reviews haven't transferred; look up on H/C.

[Joshuatree]

TMP good news out Rev up 50% to $12 mill for qtr. No mention re expense cost. Just about in the black atpit with whats turned into a loooong swing trade.S/P up 14% atm to 32c. Would like to move on with this one Download Document 90.6KB (https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4g q9zxSZtPppke92GA%3D%3D)

Mkt Cap re $18 mill

[silu]

Hazer (HZR) announced a strategic SPP of $5m to MIN thus increasing their stake in HZR to 14%. SPP done at 60c with SP at close on Friday at 62.5c. Great vote of confidence by a mining company to take a significant take in a producer of synthetic graphite.

[Jinx]

Hazer (HZR) announced a strategic SPP of $5m to MIN thus increasing their stake in HZR to 14%. SPP done at 60c with SP at close on Friday at 62.5c. Great vote of confidence by a mining company to take a significant take in a producer of synthetic graphite.

I was also pleased with this news, looking forward to the pre-pilot plant being finished!

[Bilbo]

I was also pleased with this news, looking forward to the pre-pilot plant being finished!

I have been watching HZR for a while, and finally took a small holding yesterday. Hoping it will give me access to the SPP and that applications will not be scaled based on size of shareholding. One concern I have is the amount of options issued to date (and more issued with the placement) which I think will keep a cap on the SP, but does potentially guarantee the company future funding if the SP gets above strike price.

Also have taken a stake in GNX and ATC which are both interesting projects too.

[Entrep]

I have been watching HZR for a while, and finally took a small holding yesterday. Hoping it will give me access to the SPP and that applications will not be scaled based on size of shareholding. One concern I have is the amount of options issued to date (and more issued with the placement) which I think will keep a cap on the SP, but does potentially guarantee the company future funding if the SP gets above strike price.

Also have taken a stake in GNX and ATC which are both interesting projects too.

The record date for SPP was 17 March so you won't get access to it

[Bilbo]

The record date for SPP was 17 March so you won't get access to it

Thanks Entrep, I didn't see that when I read the release, but have now reread. Not to worry, good to have dipped my toes in and will be looking to add to my holding in coming weeks.

[silu]

I have been watching HZR for a while, and finally took a small holding yesterday. Hoping it will give me access to the SPP and that applications will not be scaled based on size of shareholding. One concern I have is the amount of options issued to date (and more issued with the placement) which I think will keep a cap on the SP, but does potentially guarantee the company future funding if the SP gets above strike price.

Also have taken a stake in GNX and ATC which are both interesting projects too.

I think GNX is a great investment - it's a conviction stock for me and I've put my money where my mouth is and made it my largest single investment based on cost. There is a separate thread for GNX if you're interested.

[silu]

HZR news just out - they have completed construction of the Pre Pilot Plant facility.

[Jinx]

Interesting that we all hold gnx and hzr! both clean energy micro cap stocks.
Hzr news today will be sure to bump the price up :)

[Dej]

I have been watching HZR for a while, and finally took a small holding yesterday. Hoping it will give me access to the SPP and that applications will not be scaled based on size of shareholding. One concern I have is the amount of options issued to date (and more issued with the placement) which I think will keep a cap on the SP, but does potentially guarantee the company future funding if the SP gets above strike price.

Also have taken a stake in GNX and ATC which are both interesting projects too.

Welcome to the party - I hold all of these!

[silu]

Anyone here follows LER (Leaf Resources)? This is from their website:
SUSTAINABLE PRODUCTS FROM PLANT BIOMASS
The world is moving towards a biobased economy . As biological processes replace current industrial processes for the production of chemicals, a cheap, clean, non-food source of cellulosic sugars is essential. Leaf Resources’ patent pending Glycell™ process makes this possible.

The Glycell™ process is independently validated to produce cellulosic sugars at under $50/tonne and ‘cleaner’ than rival processes. It uses waste glycerol to break down plant biomass in a low temperature, low pressure, environmentally friendly, continuous process to produce cellulosic sugars. Glycell™ represents a unique opportunity to reshape the economics of using large-scale biomass resources to entirely replace petroleum-derived products worldwide.

a) I don't know what all this means
b) someone I respect is quite bullish on their prospects

[Snow Leopard]

THD - Thred - The one App to the Rule Them All

website: http://thred.im/

recent presentation: http://www.stocknessmonster.com/news-item?S=THD&E=ASX&N=814320

Gone from sleepy to manic turnover wise the last five [trading] days. - Tiger software finally spotted it.

Definitely
Do
Your
Own
Research

Best Wishes
Paper Tiger

[silu]

A little update on HZR (Hazer):
$5m share placement to MIN (Mineral Resources Ltd) at 60c with subsequent SPP to holders. SP at that time was at 4.75% discount. Current SP 75c. Market seems to like where HZR is going and I for one will try to get my boots filled at the SPP. This has the potential, and emphasis on potential, to be an absolute multi-bagger over the years if its technology receives market validation.

In contrast flying stock A3D (Aurora Labs) did a $7m placement at $2.50 which was at a mind boggling discount of 31.5% from the SP at that time of $3.65. Current SP is $2.11 and falling. I've looked into this when it was around $1.50 but I couldn't figure out what the main driver behind the explosion in price was and stayed out. Thought I missed the boat but my spidey senses served me well here.

Also KPO (Kalina Power) - from it's SPP at 5c last year did a flyer all the way up to 16c. I bought in at 6c but subsequently news dried up despite all the best effort of rampers on HC. Sold all but at piddly 8k shares (because I still like the technology) at 12c. Don't really follow it anymore.

EMC (Emefcy) - SP steady with good looking chart

RBO (Robo 3D) - messed up my entry point but very early stages

LER (Leaf Resources) - bought a small initial parcel at 14.5c without research. Bought on weakness after a small uptrend

[Snow Leopard]

Fastbrick Robotics looks totally cool - a house-brick laying truck.

DYOR as always

Best Wishes
Paper Tiger

[kiora]

Fastbrick Robotics looks totally cool - a house-brick laying truck.

DYOR as always

Best Wishes
Paper Tiger

Yes very cool PT.Who needs Chinese labourers

[duncan22]

Worth taking a look at LPE - a founder owned and driven disruptive energy retailer targeting strata/apartments with an offer which combines all their energy usage to save by buying wholesale. Constant growth each month and inching closer to cash flow positive. 5 year average contracts which any aquirer will look on favourably. Targeting QLD at the moment but rolling out to NSW soon. Also rolling out electric vehicle charging stations.

March looks like a big ramp up in apartment conversions than previous months as they share their new apartment clients as they go live on social and they're at 8 big complexes shared in March vs 1-2 in Jan/Feb. (note - don't buy on this basis only, they may have just stepped up social activity and started sharing all signups vs select ones).

[Entrep]

Yes very cool PT.Who needs Chinese labourers

We'd still need European, Maori and other labourers though?

[Dej]

Worth taking a look at LPE - a founder owned and driven disruptive energy retailer targeting strata/apartments with an offer which combines all their energy usage to save by buying wholesale. Constant growth each month and inching closer to cash flow positive. 5 year average contracts which any aquirer will look on favourably. Targeting QLD at the moment but rolling out to NSW soon. Also rolling out electric vehicle charging stations.

March looks like a big ramp up in apartment conversions than previous months as they share their new apartment clients as they go live on social and they're at 8 big complexes shared in March vs 1-2 in Jan/Feb. (note - don't buy on this basis only, they may have just stepped up social activity and started sharing all signups vs select ones).

Funnily enough, Duncan, I recently bought in to this crowd. I like the prospects and based on their current executions this quarter they should break the 100GW mark under management. Shouldn't be much longer to cash flow positive now.

[DarkHorse]

My small stake in UPD has almost doubled to 65 cents following trial results way beyond expectations. Fosters has raised price target from 90 cents to $1.70-$3.14 (quite precisely imprecise^^) - see http://www.fostock.com.au/researchreports

[Entrep]

Have used the sell down to jump in HZR. They appear to be doing everything right. Would have been pretty brutal for those buying at 75c!

[littletramp]

I sold last week at .71c expecting softness around the share issue offer at .60c for all holders, coming up next month. The only other twist to this stock is the large number of options expiring at various future dates which takes a little time to calculate the future number of shares assuming all options get exercised. They do have a guaranteed cash flow from capital input though if needed for infrastructure development. On the positive side, the tech looks good and potentially a real prospect in both hydrogen and graphite. At present it looks like a roller coaster traders stock until the upcoming issues settle down.

[Joshuatree]

T/H for EDE (i may be mixing this in from the green stocks but it is disruptive in its own way) re a sales announcement which most are interpreting as good; i hope so.

[Joshuatree]

TMP good news out Rev up 50% to $12 mill for qtr. No mention re expense cost. Just about in the black atpit with whats turned into a loooong swing trade.S/P up 14% atm to 32c. Would like to move on with this one Download Document 90.6KB (https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4g q9zxSZtPppke92GA%3D%3D)

Mkt Cap re $18 mill

Sold today re 19% profit after more recent s/p lift finally.Erring on side of caution as think a cap raise may be on the cards and although rev is increasing (record third qtr coming) they burn through alot of dough getting there and not in profit yet.

[DarkHorse]

T/H for EDE (i may be mixing this in from the green stocks but it is disruptive in its own way) re a sales announcement which most are interpreting as good; i hope so.

Up 17% today on two announcements: another state - Virginia - approved use of Edencrete as meeting its specifications; a 3 year contract to supply a precast concrete beam manufacturer in Texas. This is based on Edencrete providing better outcomes, being easier to use AND at LOWER COST.
Still speculative but if successful likely to be a big winner, and the odds of success keep growing with ever more acceptance by regulators and orders from manufacturers.
Having said that, I still have very minimal understanding of concrete (riveting though the subject may be^^) - so happy to hear opposing views.

[Joshuatree]

NUH selected amongst 24 of the worlds leading innovators to present to US members of congress!!!

Download Document 326.69KB (https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4g u1yRKZruJxke92GA%3D%3D)

[hummerh40]

NUH selected amongst 24 of the worlds leading innovators to present to US members of congress!!!

Download Document 326.69KB (https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4g u1yRKZruJxke92GA%3D%3D)


Hi JT, may I ask what your current opinion is of NUH (if you have been researching it)?

I have been holding since July although sold some of my parcel during the recent increase up to 14.

I cannot understand why the price is going down to those levels almost 6 months later, when fundamentally the company is at its peak.

I really want to see some distribution and marketing announcement which is what the CR $$ is going towards. I think this will be the catalyst in SP movement over the coming months

[Joshuatree]

Yes I'm in the red anda little disappointed atm. if i had tardus like some seem to on here Id have not bought in when i did but wait longer for the product to have been marketed more and manufacturing etc to be sorted out. But with news like today I'm sitting patiently; its early days and in an early growth phase which is more risky and involves more spending before any meaningful sales are made so one has to factor that into ones risk reward situ.

[hummerh40]

I'm kind of leaning towards buying more! Anything less than 8c is a bargain considering that's what the CR is being done at.

[Joshuatree]

True; I've got about 5 spp / cap raises happening atm and forgot about NUH's one.

[Joshuatree]

Up 17% today on two announcements: another state - Virginia - approved use of Edencrete as meeting its specifications; a 3 year contract to supply a precast concrete beam manufacturer in Texas. This is based on Edencrete providing better outcomes, being easier to use AND at LOWER COST.
Still speculative but if successful likely to be a big winner, and the odds of success keep growing with ever more acceptance by regulators and orders from manufacturers.
Having said that, I still have very minimal understanding of concrete (riveting though the subject may be^^) - so happy to hear opposing views.

Basically their additive with carbon nano tubes strengthens the concrete, makes it harder wearing (e.g. on roads)hence longer lasting, decreases
shrinkage when drying and means less concrete needs to be used. Ideal for Bridges, roads etc and areas yet not trialled. And you know the USA is full of thousands of bridges past their use by date for ex.
BUT the mkt cap of EDE is re $400 mill undiluted!!. Way ahead of itself im thinking.


ADDON 12/04 Its not an additive for all concrete purposes; in some cases it would be more expensive ,for footpaths for ex.$25 a gallon atm i think so its def not something you'd add to all concrete and there are alot of additives out there. Fly Ash is one but there is a shortage of it atm and its inferior overall.

[silu]

Hazer Group (HZR) announced today first production of graphite and hydrogen from the pre-pilot plant. The more milestones this company is ticking off the more excited I become about its process and commercial viabilities. Will use the SPP to turn this from a small-medium to a large holding of mine.

[Entrep]

Hazer Group (HZR) announced today first production of graphite and hydrogen from the pre-pilot plant. The more milestones this company is ticking off the more excited I become about its process and commercial viabilities. Will use the SPP to turn this from a small-medium to a large holding of mine.

Something tells me it will be scaled back significantly, so unless your current holding is very small, I don't think it will increase much

[silu]

Something tells me it will be scaled back significantly, so unless your current holding is very small, I don't think it will increase much

My portfolio ain't big so if I ask for 15k of shares and get 7k that would make it a very large investment for me.

[Joshuatree]

NUH presentation. Gives one ann idea of where their earbuds are at.
PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01846932)

[Joshuatree]

EDE First oder for structural concrete bridge beamsFirst Order for Edencrete for Texas Bridge Beams (https://hotcopper.com.au/threads/3356181/)

[silu]

Looks as if TLG (Talga Resources) would have a superior product to EDE's http://www.abnnewswire.net/press/en/87858/TLG
(sorry don't actually know much about EDE just saw concrete and hey presto)

Perth, April 11, 2017 AEST (ABN Newswire) - Talga Resources Ltd (ASX:TLG) (OTCMKTS:TLGRF) is pleased to provide an interview with Managing Director, Mark Thompson, regarding positive results on making concrete more conductive.

Talga has achieved outstanding results, verified by an independent test laboratory, on graphene enhanced prototype concrete samples. The Company is developing 'fit for purpose' products within four prime industry sectors, including the building products/construction sector. Thermally conductive concrete is a growing market which has potential to be an early adopter of graphene enhanced products. Applications include thermal transfer materials for underground power transmission cables, domestic heating, road and bridge snow melting and tarmac de-icing.

"We are delighted with the test results of our first graphene enhanced concrete prototypes," Mr Thompson said. "They demonstrate significantly improved ability to transfer heat energy, opening a range of existing largescale construction and infrastructure markets for Talga's graphene and graphite products. Our European location is situated on the doorstep of these markets and major infrastructure projects, such as Germany's 'Suedlink', where thousands of kilometres of underground power cables may require high thermally conductive concrete materials."

To view the video, please visit:
http://www.abnnewswire.net/press/en/87858/TLG

[Joshuatree]

Int thanks. EDE's main benefits are extra strength with less concrete, ideal for replacing USA's many thousands of aging bridges roads etc ;much harder wearing surface for cars and heavy vehicles etc for example, less shrinkage and I'm assuming its thermally conducive to boot but need to confirm this.

[silu]

Article of Interest re Hazer Group (HZR):

Novel clean technology set to hit the global market
novel-clean-technology-set-to-hit-the-global-market

Hazer’s Managing Director, Geoff Pocock (right) and Chief Technical Officer, Andrew Cornejo (left) in the University of Sydney’s School of Chemical and Biomolecular Engineering

24 April 2017

A revolutionary new clean technology is set to hit the global market, thanks to a partnership between University of Sydney engineers and clean technology pioneer Hazer Group.

The University's School of Chemical and Biomolecular Engineering has teamed up with the Perth-based Hazer Group to commercialise "the Hazer Process" for the global market.

The innovative process uses cheap, readily-available natural ingredients to produce high-purity synthetic graphite and hydrogen for the clean energy and other industries, at significantly lower cost and with significantly lower carbon dioxide emissions than any existing technology. Using natural gas as a feedstock and unprocessed iron ore as a catalyst, it has the potential to become the world's cleanest and cheapest means of supplying global markets with high-quality graphite, hydrogen and clean energy.

The commercialisation of the Hazer Process will give Australia's clean energy industry a clear competitive advantage and offer valuable alternatives to the export of raw primary commodities. On a global scale it has the potential to lower the costs and increase the availability of clean energy supply worldwide.

Hazer Group Managing Director Geoff Pocock says the partnership will combine the two organisations' expertise and resources to fully realise the technological and commercial potential of the novel technology.

"We believe that the Hazer Process has the potential to be the most successful commercialisation of pure university research in Australia", Mr Pocock said, "and this commercialisation has been greatly assisted by the relationship we have built with the University of Sydney".

The opportunity to partner with Hazer Group was a perfect fit for the University of Sydney's engineers, whose research focuses on solving today's challenges and anticipating those of the future.

Professor Dianne Wiley, Head of School of Chemical and Biomedical Engineering at the University of Sydney said, "With global warming an ongoing challenge and worldwide demand for affordable clean energy on the rise, our partnership with Hazer Group will ensure that this pioneering technological innovation benefits the greatest possible number of people worldwide".

Graphite and hydrogen are both critical ingredients in the clean energy industry, as well as in a range of other important industries.

Graphite is an essential component of batteries, among other things, including the lithium-ion batteries that power computers, mobile devices and electric vehicles. In 2013 the value of the global graphite market exceeded US$13.6 billion, with the expanding energy market rapidly driving up demand. The graphite produced by the Hazer Process is high-quality, highly crystalline synthetic graphite of high purity, which can be produced in a range of morphologies to suit specific markets and applications.

The cheap, clean hydrogen produced by the Hazer Process can also be used in a wide range of existing and emerging applications, both within the clean energy market and in large-scale industrial processing. The global hydrogen market is currently valued at more than US$100 billion and, by lowering the costs and environmental impacts of production, the Hazer Process could see it grow.

"We're excited about the potential for this partnership to revolutionise the global market for clean energy and other clean technologies", said Professor Wiley.

https://sydney.edu.au/engineering/news/2017/novel-clean-technology-set-to-hit-the-global-market.shtml

[bung5]

Can add in EVS.ax to the mix now. Today announcing the sale of their consulting business makes them 100% tech SaaS IoT monitoring for environmental factors

[Joshuatree]

yes mentioned it on the EVS thread .$15 million!!! which was the mkt cap of the whole company. Took profits sometime back and don't have much faith in the remainder of the business atp; The SAAS part still not making money or shifting units.But the tie up with ERM could be fruitful ;but happy to be proved wrong.Quite a muted response today up 1c.

[Entrep]

Massive drop in HZR today down to around 54c. Any stop losses triggered or are we still holding tight? The later here.

[duncan22]

Massive drop in HZR today down to around 54c. Any stop losses triggered or are we still holding tight? The later here.

Finally bought in after watching for a while when it was in the 20's & putting a low bid in only to miss out when it surged. Been on the watchlist ever since.

Big vote of confidence Mineral Resources (MIN) taking a large share in HZR.

[Entrep]

Finally bought in after watching for a while when it was in the 20's & putting a low bid in only to miss out when it surged. Been on the watchlist ever since.

Big vote of confidence Mineral Resources (MIN) taking a large share in HZR.

Well done for being so patient, wish I could have said the same. Under water presently.

[Bilbo]

Massive drop in HZR today down to around 54c. Any stop losses triggered or are we still holding tight? The later here.

Shocking announcement today. How can they wait until 4th May to tell us that the Pre Pilot Plant, which was supposed to be commissioned by the end of April, will now not be operational until early July. IMO, they must have known there were going to be delays weeks ago. Why did they not update the market when they knew the end of April date they gave in early April would not be met? Did they know the date was likely to not be met when they did the SPP? Was the drop in the SP in the week leading up to today's announcement the result others knowing the delays or just because 30 April had passed with no update, so punters could assume the worst.

I only have a small holding, but this has made me a lot more cautious about increasing my stake.

[Entrep]

Yeah not a good look. Presumably they hold off saying anything to get the SPP away OK... Pretty dodgy.

[duncan22]

Not patient enough it seems! Might scoop up some options if price stays around this level.

[Joshuatree]

NUH presentation. Gives one ann idea of where their earbuds are at.
PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01846932)

S/P up 8% yest. looks like they are getting their act together production wise and supply now good. Ive been told they are working on improving bluetooth reception etc as they had some negative feedback about this and other things.

Download Document 138.45KB (https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4Q 68zhiZruJxke92GA%3D%3D)

[Joshuatree]

APX Thank goodness I've got something to be happy about in this space on such a day ATM. Up 25% to $3.24 atm Appen Announces Full Year Earnings Upgrade (https://hotcopper.com.au/threads/3432567/)

[silu]

Hey JT. Still in NUH? I wasn't interested in it until I've met an elderly gentleman on my travels (how nice it was to be out of internet range for the last 2 weeks) who still loves to listen to music but has a hearing aid. I only just looked at a video from here https://www.digitaltrends.com/headphone-reviews/nuheara-iqbuds-review/ and it seems they have found a solution. Looks I might follow you into this one but any pointers to more detailed research (couldn't find any on their website) would be greatly appreciated.

[Joshuatree]

You prob know as much as i do; and i only glance at H/C every now and then for this. I got in too early as they've had production issues(they contract out manufacture) and quality issues.Theres a mk 2 version coming i think. People were waiting 3 months or more for delivery, bluetooth cut out if it wasn't in your top left pocket etc. Incredibly competitive space but Nuheara looks to have an edge in its particular multi niche atm. Some negative reviews too but looks very favourable on the link you've provided. If they can truly link a crossover to genuinely improve hearing as well there will be no comp ; with cochlear etc charging $8,000 and more and Nuheara re $3-$400 with all the other advantages too. An interesting spekky. DYOR.

[Joshuatree]

My understanding is atp the IQ buds don't increase sound vol but do mute background noise which $8000 hearing aids don't do so well at. Great in noisyrestaurants etc too and if one ear is deafer than the other you can balance that. A friend described the tech to me

"IQbuds digitalize the sound say in a noisy Restaurant, or a TV in the background, muting out the unwanted sound waves before turning it back to sound waves to go into your hearing canal , rather than just amplifying all sound waves as in a hearing aid where the background sound is also amplified"

Other things like answering your phone by simply tapping an ear bud; longer battery time then most with extra charging built into the earbud carry case and of course completely wireless!

[Joshuatree]

APX Fascinating read about an exciting growing fast company

As for the future, Chris Vonwiller says until algorithms can respond indistinguishably from the way a human will answer a question there will be the need for services and product Appen provides.

Read more: http://www.afr.com/technology/appen-rides-the-rise-of-machine-learning-20170524-gwbu8g#ixzz4iHVn1DFe
Follow us: @FinancialReview on Twitter (http://ec.tynt.com/b/rw?id=cCUjAS_ECr5iWLacwqm_6l&u=FinancialReview) | financialreview on Facebook (http://ec.tynt.com/b/rf?id=cCUjAS_ECr5iWLacwqm_6l&u=financialreview)

[Joshuatree]

CM8 . Conviction for this stock is leaking away, I'm thinking of cutting my losses as i review portfolio and build up the cash a little. Any thoughts welcome on this one.

Well i demurred and chucked it into solitary confinement for a while; seems to have worked ; back on the up atm. It did do a re $5 mill cap raise in april. Bottomed at 8.2c now re 15c. Some DJ Carmichael research valuing at 33c .DYOR
http://crowdmobile.listedcompany.com/misc/CM8Reserch_20170522.pdf
Crowd Mobile Reports Strong Third Quarter (https://hotcopper.com.au/threads/3380649/)

[DarkHorse]

Worth a look thanks JT. I need to get my head around the business more...
Another (shorter and less sophisticated) report here: https://www.wise-owl.com/uploads/pdf/c19bdf232666_crowd-mobile-cm8-update-2017_05_09.pdf?inf_contact_key=759f92b35c0c612100e 123978b976f10779e2e3d2e130a63b707be791fe1256c

[Joshuatree]

NUH well s/p keeps dropping as the news keeps getting better:confused: and i mean seriously good news:eek2::confused::D

Nuheara Completes Backorder Shipping & Expands Retail Sales (https://hotcopper.com.au/threads/3456108/)
Nuheara Partners with Widex and Bloom Hearing (https://hotcopper.com.au/threads/3459141/)

[Entrep]

HZR continues to get spanked. Makes me wonder if more bad news re the plant has been leaked.

[Joshuatree]

CM8 looking better and better strong breakout to 16c on vgood vol.

[hummerh40]

For those interested in NUH (Nuheara), there was a recent review video posted on Youtube that has gone viral (1.6m+ views).

The video doesn't go into too much detail, but it does showcase the product and its potential:

https://www.youtube.com/watch?v=FcnzA1WUI8Q

[Joshuatree]

Thanks hum... Good announcement out today too ; s/p actually UP:scared::D ,7.7c from a bottom at 6.6c
Nuheara Extends IQbuds Distribution and Retail to UK (https://hotcopper.com.au/threads/3503697/). Hard to please mkt out there.Im Still well in the red but thinking about getting more with all the good news coming; an uptrend may suddenly arrive.DYOR

[showstring]

ASX:BUD - Buddy Platform
Very strong bullish action lately. Feels like instos waking up and buying up large.
From 6c to 10c in around a month.

[percy]

Today's announcement saw SDV raise from 1.2 cents to 1.5 cents.
I brought a few at 1.4cents.

[stoploss]

KNM , After a few good announcements started to trend up . Been in this since early 2016 , been adding recently .

http://www.asx.com.au/asx/statistics/announcements.do?by=asxCode&asxCode=KNM&timeframe=D&period=M3

[Entrep]

HZR commissioning successful. SP reaction negligible...

[Entrep]

HZR commissioning successful. SP reaction negligible...

Flag that, SP reaction DOWN...

Please don't tell me I am the only ST regular left in this thing...

[silu]

I'm still in HZR. Whole market is sick at the moment for speculative stocks. Next few months will be interesting to see if they have a market for their technology.

[Entrep]

I'm still in HZR. Whole market is sick at the moment for speculative stocks. Next few months will be interesting to see if they have a market for their technology.

Yep very hard to make a dollar on the ASX these days.

[Joshuatree]

Thanks hum... Good announcement out today too ; s/p actually UP:scared::D ,7.7c from a bottom at 6.6c
Nuheara Extends IQbuds Distribution and Retail to UK (https://hotcopper.com.au/threads/3503697/). Hard to please mkt out there.Im Still well in the red but thinking about getting more with all the good news coming; an uptrend may suddenly arrive.DYOR


Am back in the black atp, s/p now 10.5c. Thought it worth arising from my sickbed (with the Flu) to post latest announcements
Brookstone Expands IQbuds To All 201 US Stores (https://hotcopper.com.au/threads/3538947/)
Download Document 335.33KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC5wy0y xeZruJxke92GA%3D%3D) 2nd largest after Walmart!!

Epilogue s/p back to 9.9c,back to bed.

[hummerh40]

Am back in the black atp, s/p now 10.5c. Thought it worth arising from my sickbed (with the Flu) to post latest announcements
Brookstone Expands IQbuds To All 201 US Stores (https://hotcopper.com.au/threads/3538947/)
Download Document 335.33KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC5wy0y xeZruJxke92GA%3D%3D) 2nd largest after Walmart!!

Epilogue s/p back to 9.9c,back to bed.

Hi JT how long are you planning on being in this one?

My average is around 7.3 so happy to sit back and see where this goes. Expecting the quarterly to be excellent given the amount of stores we have selling the buds.

I am still looking to top up below 10 while this hangs around there

[silu]

One stock I had an eye out for a while was A3D Aurora Labs. Just mentioning it as this one is a prime example of how one can ride the wave of a small disrupter, fall in love with the stock and then find yourself incapable of selling. Only just in February did they raise capital at $2.50 which at that time was a 32% discount to where they were trading. I got some bollocking over at HC for suggesting that this is the perfect signal to exit. Current SP 67.5c.
Despite never holding I look at it often as a cautionary tale.

[silu]

I had one day where my ad blocker didn't work which made me aware that ads for NUH's IQbuds were everywhere. Also just saw they are in Trading Halt with regards to a capital raise. Still not holding but I could be swayed after reading their capital raising presentation.

[jib]

Bud.Asx on an absolute tear at the moment, but still presenting great value in my opinion, worth looking into.

[stoploss]

KNM , After a few good announcements started to trend up . Been in this since early 2016 , been adding recently .

http://www.asx.com.au/asx/statistics/announcements.do?by=asxCode&asxCode=KNM&timeframe=D&period=M3

Been some solid volume through , trending up nicely from last post circa 2.7 cents - currently 3.3 .

[hummerh40]

I had one day where my ad blocker didn't work which made me aware that ads for NUH's IQbuds were everywhere. Also just saw they are in Trading Halt with regards to a capital raise. Still not holding but I could be swayed after reading their capital raising presentation.

What do you think Silu? Worth the dilution for the extra $9m?

Personally I saw this as a very good result. Company is fully funded to expand as quickly as possible and is able to ramp up production prior to the Christmas period. From what I can see from trawling through various retailers, the IQbuds seem to be selling reasonably well.

Plus if the OTC Hearing Bill in the US is passed over the coming weeks, Nuheara will be in prime position to capitalise - they are already selling the buds in Bloom stores (hearing aids retailer) in Aus

[silu]

Sorry besides scrounging for a a house deposit I had to buy a new car too so any purchase of NUH stock has been put on hold. The only remaining funds I had left I put into ATC which looked the better prospect.

[stoploss]

Been some solid volume through , trending up nicely from last post circa 2.7 cents - currently 3.3 .

Kicking few more goals here ....
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01876614

Now trading @ 4.3 cents

[Joshuatree]

ASX:BUD - Buddy Platform
Very strong bullish action lately. Feels like instos waking up and buying up large.
From 6c to 10c in around a month.

Almost a 3 bagger (17.5c) from then shoestring; congrats; another one that got away:sleep:

3 bagger = 3 times your purchase price

[showstring]

two bagger I believe (200% increase)
pretty happy with my 6.3c average

[Joshuatree]

Well bugger me IQ Buds (NUH) are getting mass acceptance. Quite a lengthy feature on TV3 news NZ tonite featuring a boy with hearing difficulties:t_up:

[silu]

Needless to say that the one company I did the least research for (Robo 3d - RBO.ASX) is also my worst performer. Down 56%. Still occasionally prone to the ol' mistake of listening to my gut instead of my brain.

On the other hand it seems as if I've timed my entry into Altech ATC.ASX perfectly.

Hoping that I can get the house tomorrow at auction for a reasonable price and I have little money left over to buy into NUH.

[hummerh40]

Needless to say that the one company I did the least research for (Robo 3d - RBO.ASX) is also my worst performer. Down 56%. Still occasionally prone to the ol' mistake of listening to my gut instead of my brain.

On the other hand it seems as if I've timed my entry into Altech ATC.ASX perfectly.

Hoping that I can get the house tomorrow at auction for a reasonable price and I have little money left over to buy into NUH.

Silu seems as if you'll time your entry into NUH nicely as well! Thinking the SP might be dropping to low 8s-mid 7s until news of further distribution agreements. The one to set this off will be AUS/NZ brick and mortar retailers

[Joshuatree]

Im not going to share my current duds silu; some of them will come right though, still in the red with ATC but holding tight but another cap raise/spp ahead maybe.
Quarterly Activities & Cash Flow Report (https://hotcopper.com.au/threads/3578928/)

[percy]

KNM , After a few good announcements started to trend up . Been in this since early 2016 , been adding recently .

http://www.asx.com.au/asx/statistics/announcements.do?by=asxCode&asxCode=KNM&timeframe=D&period=M3
I was very late arriving at the party,only getting there at 4.5cents on Friday 28th July.
The share price at 5.6 cents today, says the party is only starting to warm up.

[stoploss]

I was very late arriving at the party,only getting there at 4.5cents on Friday 28th July.
The share price at 5.6 cents today, says the party is only starting to warm up.

Like your thinking Percy , your two bagger will be a 5 bagger for me 😀

[hummerh40]

Anyone looked at CL8 here? I've been in this one for a while, ran from a low of 2c to 4.7c this year but has pulled back to 3c recently.

They raised a million dollars at 3c a couple of months ago - a 20% premium to the SP at the time. This has set a floor on the price, I don't think it should drop too much below this level.

Certainly a disruptive business, they operate in the peer-to-peer marketplace facilitating renting agreements in a number of industries. Their main revenue producing business right now is Drivemycar.com.au

They have partnerships with a number of big businesses including Orix, Aon and Subaru.

If anyone else has looked into this, please feel free to share your thoughts.

cheers

[Joshuatree]

Haven't found time atp but hope to, thanks hummer.

Hearing Aids will be able to be sold over the counter etc in USA; very good for NUH

https://www.statnews.com/2017/08/03/user-fees-fda-senate/

[silu]

Hopefully none here holding RAP (Resapp Health). Down 77% so far after basically rubbishing their own clinical data.

[hummerh40]

Haven't found time atp but hope to, thanks hummer.

Hearing Aids will be able to be sold over the counter etc in USA; very good for NUH

https://www.statnews.com/2017/08/03/user-fees-fda-senate/

Take your time JT, sentiment on CL8 doesn't seem the best atm. I can't see any reasons why this has dropped to where it has, but hopefully next month or two will provide more clarity on where things stand