Ann: Woodside Energy to use Titomic D523 System, page-27

The company itself needs to put more meat on the table to justify what was nearly a $100 million market cap. A month after the Triton sale and the big announcement is a lease for a single LP unit. They are going the wrong way up incremental street and the street ain’t excited or buying.


Where are the Boeing/Repcor MSO efforts? Where is “imminent REPKON?
I can see the forest through the trees with the opportunity with the oil industry lease of the LP unit but the street not so much. It sort of looks as though they needed to get something out there to hold interest.

and to be fair, it appears industry is gonna have to be brought kicking and screaming for widespread AM adoption.

My only concern (with it LP units), is that it is a proven methodology by a few companies that also make them, so the hesitation is odd.

I’d like to see some inroads made in Montreal where they have announced some endeavors in spending for aerospace recently.
I posted a link yesterday for a company who invented plasma atomized titanium powders with a new system that is faster and cheaper than the process sold to AP&C ( Now General Electric).. So establishing there and locking in supply would prudent. Please let’s not let Spee3D corner the Canadian market?

It just seems as though they are spinning their wheels a bit still.
They don’t seem to press release much after Tuesday so we wait again to see if next week brings anything.
Still nothing on the employment growth end so there’s that.

Still 6 months left in Herbert’s “Exciting year”. Yes.. I will be holding his feet to that fire. He said it, not I.

This may all sound somewhat harsh but this isn’t a Harpoon Missile (“Fire and Forget it”) as we used to say. It’s more of a trust but verify thing in my playbook.