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Smurph

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16/05/24

18:48

Post #: 73864458
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Originally posted by writer ↑

Nice work, Jerry.

Have posted this before...but so many short memories around here..!

Teledyne. NYSE TDL. MC US$16B. SP US$400.00

So, the first question is, why Pointerra?

Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability.

Our products include digital imaging sensors, cameras and systems within the visible, infrared and X-ray spectra, monitoring and control instrumentation for marine and environmental applications, harsh environment interconnects, electronic test and measurement equipment, aircraft information management systems, and defense electronics and satellite communication subsystems. We also supply engineered systems for defense, space, environmental and energy applications.

Our strategy continues to emphasize growth in our core markets of instrumentation, digital imaging, aerospace and defense electronics and engineered systems. Our core markets are characterized by high barriers to entry and include specialized products and services not likely to be commoditized. We intend to strengthen and expand our core businesses with targeted acquisitions and through product development.

We aggressively pursue operational excellence to continually improve our margins and earnings. At Teledyne, operational excellence includes the rapid integration of the businesses we acquire. Using complementary technology across our businesses and internal research and development, we seek to create new products to grow our company and expand our addressable markets.

https://www.teledyne.com/who-we-are/about-us

On adjacent matters, would just like to point out that, unlike Pointerra, Alteia is not a pure cloud-based digital twin analytics platform. Rather a visual data desktop application that can be ported to/work with cloud-based apps.

Thus Alteia is a software company that combines visual data and artificial intelligence to drive efficiency, increase infrastructure resilience, and ensure compliance with environmental, social, and governance (ESG) goals. Their platform leverages computer vision, machine learning, and AI to analyze, filter, display, or distribute visual data at scale.

One only has to pass a cursory eye over their website to see they are not even remotely a competitive threat to Pointerra.

https://alteia.com/company/

So the second more pertinent question to ask - not unrelated to the first - might be, who are GE/Alteia's other US utility customers that apparently pose such a threat to Pointerra? Or indeed, customers in any other market vertical?

Each to their own, I guess, but I would rather run with the company that partners for the future with US$ multi-billion NYSE companies.

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Might be because we are not billing them anything. Tongue in cheek

3DP Price at posting: 4.0¢ Sentiment: Buy Disclosure: Held
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