Hi InitEarly .. I think the ‘moat’ is shrinking too.
And that the wording of the ‘reset’ announcement was an acknowledgment of past ineptitudes.
I hope I am wrong for the sake of all who have trusted the tech since early days but it seems that sensor development is a growing field and has not been exclusive to SMN and that other companies are already selling versions of what SMN is still testing.
Compare this presentation by Dennis Roach dated 2018:
https://a4andtforum.com/wp-content/uploads/2018/10/191100-1-3-A4A-Sept-2018.pdf (it’s full of cute little cartoons and ‘key words’ to emphasise the salient points) with the Marubeni video produced about the same time for Acellent.
Same with those embarrassing pompous company announcements.
But maybe, under the ‘ new order ‘ SMN will finally get some contracts and then someone will come along to fund the made over so it can compete -professionally - in ALL the areas SHM is being used these days.
And thanks for the research compliment - it’s nothing sinister - just a knack along the lines of ‘ask and you will receive’ … I like ‘exploring’ the way things link up and FWIW one of my ‘day jobs ‘ was journalist - more human interest than investigative .
cheers
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