SMN 2.44% 42.0¢ structural monitoring systems plc

Ann: Investor Conference Call-SMN.AX, page-55

  1. 385 Posts.
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    Market did not understand the release about the 3rd biggest manufacture being Embraer. Blanket approved CVM. We have a level playing field for multiple approvals.

    SMS was surprised how rapidly Embraer moved forward with CVM approvals

    We have a tech that is at a very strong

    People worry about other competitors reducing our margins etc

    The answer is NO. Example from road shows. We meet with institutions.
    Dennis Roach believes we have an 8 year led on anything that could compete with us.

    No tech exists that can provide what CVM does. It would take them years to get where CVM is right now.
    The patents matter when developing and maturing technologly. We are now in the commercial cycle.

    your radars will be up hearing about another airline adopting another sensor. This is a wave coming making maitenance easier and it is positive
 
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