On the back of any MEMS-inspired hysteria (similar to what we...

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Agent Cooper

4,654 Posts.

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15/02/17

09:41

Post #: 22621250
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Originally posted by prowiz ↑

Brilliant update by Matt Morgan!

The 2017 goals state minimum revenue of $2m, their current clients future commercial manufacturing volumes will exceed this figure materially..... I love that word materially....

I particularly like the long term plans of this company:
Sensera’s long term potential lies in being able to leverage its design, engineering and manufacturing capabilities to capture economic value by creating and assembling a portfolio of technologies that it owns and produces versus our current operations which provides our services to product owners.

AKP is a great example of a tech company whose products ideas require mems manufacturing, the only problem for AKP is they have to out source their chips to a mems manufacturer... considering that at their highs AKP was valued at $935m (not a bad valuation simply on a great product idea)

PSY was another example of mems based product idea, PSY at their highs in 2014 reached $275m.... (once again psy was nothing but a potential idea with no mems manufacturing capability)

So it is quite clear that the upside is extraordinary for sensera especially when you consider the above two companies got well into the hundreds of millions in valuation and almost up to a billion dollar based on only ideas with no fab facility.....

SE1 is a brilliant long term company to be part of....

DYOR

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On the back of any MEMS-inspired hysteria (similar to what we saw with PSY in 2014), even a very modest re-rate of Mkt Cap to - say - $60mill would infer a share price of 80 cents+

Remember there are only 71m shares on issue. Sure - there are 50m in escrow, but these wont be released until the end of the year (December).

Lets hope for a "fun" 6 months ahead.

SE1 Price at posting: 33.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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