Ann: Repkon Titomic joint venture kicks-off with A$2.3m order, page-44

Let’s focus for a minute on a couple of real potentials here aside from Repkon.

Airbus now have 2 systems installed and actively developing best use case for them since April. Titomic stated as being completed end of 3rd Q 2024 if I remember correctly. So once they work out how they want to utilise and considering they stated standardisation across all Airbus MRO facilities, then potentially we could be looking at multiple POs moving into 2025.

The IPGR Glass Mould Repair Systems are another business arm that has exponential potential. Yes they mentioned an issue with glass colouring but one has to believe that’s not insurmountable. Will be very interested to see any updates on this in looming W report and company update due in 10 days.

So couple these 2 ventures with Repkon… then consider EPCOR being a subsidiary of Air France/KLM for MRO, Triton, Boeing, Starke’, Volvo, Jongia, Global Armies, LP/ MP systems across multiple Industries …… who can say just now where Titomics MC could go!!

Im having a hard time arguing with myself as to what to do… sell into this latest movement to de-risk or hold and wait for 20…30…50c… or even that elusive $1

It’s been a very stressful, draining and determined 6 years with TTT… and is so nice for a change to have this problem