RLT
I think people might have overlooked today's news. It was not marked price sensitive.
This should be double in coming weeks. The specs on this technology is astounding and truly disruptive.
https://www.reuters.com/article/health-coronavirus-safrica-ren-idUSL1N2KL1A8
The top 2 listed are up 2/3X since March 2020.
1.Carrier Global Corporation, Market Cap: $34B
2.Trane Technologies plc, Market Cap: $37B
RLT have already told the market they've got orders.
“We’ve already started to take orders for this product. So we’re ready to start going into production in the next few days,” Renergen CEO Stefano Marani told journalists at the demo-launch event.
1. J&J just won the deal for all South Africa.
2. RLT MD been tweeting at J&J before about vaccine rollout
3. RLT take first orders and start production
If I'm right and they're supplying J&J it will be spell huge revenues for RLT.
Their options are
- large bulky containers that require power 24/7 or at least charge every 3-4 days;
- refilling cooling boxes daily with dry ice;
- RLT's cryo-vacc which is cheapest, lasts 30 days no power supply and can carry 9 times more load per flight.
The best part is this isn't even their core business. Most of us are holding for the Q1 helium and gas resource which is valued at $5+
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