TTT 7.89% 17.5¢ titomic limited

Phil Carey InsideMarket- Questions for JL, page-38

  1. 333 Posts.
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    Do you understand what Titomic is selling?
    I've never worked as an engineer or in the technology field, but I'd assume that it's common knowledge that you can't simply design a piece to go into a rocket or another technical piece and if it looks good place a large scale order. The process of validation is a substantial one. Temperature, Pressure, Stress, Drag, Weight, Density, Porosity. A small list of the many many variables that must be tested and accounted for in each and every piece printed before a large scale order can be placed. Hence why there is such a prolonged process for each company involved and also why there are so many companies involved. Look at the list of companies progressing through validation stages with Titomic. It's only a matter of time before multiple machines and large scale orders are fulfilled. New technology, adapting to it and finding it's place is a process difficult to comprehend. I implore you to have a read of an article from Harvard Business Review <https://hbr.org/1985/11/implementing-new-technology> outlining the challenges each and every new tech company faces, it's only the 0.001% that go from concept to billion dollar in weeks and are what we see in the mainstream media.
    TTT is still a relatively new company ( <3 years ), Apple listed at $1.5 in 1990 and traded at 90c in 2003. But once the market realised the technology and adapted, look where we are now ~$380. Obviously an over the top example but mobiles and computers in the 90s wasn't a mainstream platform and these days 3D printing and additive manufacturing sits in a similar boat. 3D milling which is a mainstream manufacturing method is now outdated, the technology for additive manufacturing didn't exist at the time 3D milling was introduced and hence had no competitors. Now the difficulty TTT faces is the upsell, from subtractive to additive. We already know the significant reduction in production time, product size limitations, energy efficiency and material wastage. These systems will pay for themselves and when businesses involved validate this, I dont see why TTT can't be worth 1 billion.

    Enough of a rant. I'm in well under current SP and holding. If there's ever been a product I have faith in to do a 10x increase, this would be it.

    GLTAH and DYOR.
 
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