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Ann: Telink Agreement-XPE.AX, page-217

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  1. 3,437 Posts.
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    I've been enjoying connecting the dots with XPE.

    A while back I had become aware of JCT, sure enough an announcement regarding their acquisition was made by XPE on the 19th of April. The market didn't entirely understand it. JCT needed to be acquired to progress, they also (imo) needed a better connectivity strategy than what they had. XPE had it. XPE on the other hand seemed to not only want to be a provider of the ADRC tech but they have a genuine interest through partnerships to develop mature technology that contains ADRC and can be immediately applied to real world needs. Enter Leapin, and also why XPE wanted JCT and their exposure to the health sector.

    On the 5th April XPE announced an MOU with a US tech giant. Now I was slightly hesitant to mention GE but I couldn't find a better example of a company which had exposure to all the markets mentioned in the announcement. Now we have a collaborative agreement with Telink, and highlighted was their existing relationship with GE. Suddenly we are in a position not only where we can offer the ADRC technology itself but potentially mature, marketable health care solutions through JCT's tech. GE (or anyone else for that matter) are now in the delightful position of being able to either integrate the ADRC tech in their own products through Telink or potentially purchase/license XPE/JCT's existing products.

    And I haven't even started on the other chippies. This could accelerate very quickly.
 
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