SOR

0.00%

4.5¢ strategic elements limited

"3. The upcoming flagged January update..." Why do you assume...

First 72 Last

Share
Profile

Follow
Mr Pig

802 Posts.

141

30/12/22

13:57

Post #: 65481684
Share

Originally posted by y0w4ll3t: ↑

Nice update. A few takeaways:
1. Its great to see collaboration across the portfolio of companies under the SOR holding with Stealth developing the load simulators and power management improvements. This shouldn't be underestimated.
2. They continue to mostly develop this under grant funding which is great from a LTH perspective as you aren't concerned about their cash burn as you are with some other companies on the ASX.
3. The upcoming flagged January update is related to the larger scale power generation. This could be a catalyst if they can show the cells running something larger in terms of applications outside of the wearables market, I'm thinking industrial sensors, but who know really, they could surprise with something larger.

I'm still of the same long term opinion on this one, if the technology is proven reliable and scalable at a reasonable cost, then it is currently largely undervalued. It will be a long path to convince investors though, generally with tech that seems incredible its a case of show me the selling product. In other words there is an extra business step that needs to happen where they show a pilot product that they can sell with a unit cost below the selling price. It may be the case that they should target multiple product lines at the same time and try and gauge which one has the best potential margins. It will be interesting to see what sort of business model they select for monetisation and whether they go it alone or try and licence it to an existing manufacturer. That doubt though is upside for those willing to take the risk and see.

Expand

"3. The upcoming flagged January update..."

Why do you assume the update will come in January (which is now only 2 days away)?
The previous announcement referred to Q1 2023, which could mean as late as
31st March. Look at how long they kept us waiting for the Q4 2022 announcement.

I'm just curious as to your reasoning.

Pig.

SOR Price at posting: 16.0¢ Sentiment: Sell Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

IMM

Immutep reports strong response rate from immunotherapies treating carcinomas

MDI

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

BHP

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Bitcoin investors need to know the risks

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

AII

Almonty locks in govt agreement for tungsten oxide plant in South Korea

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

SKS

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

NIM

Nimy to raise $1.21M to explore 'newsy' WA targets

There are more pages in this discussion • 49 more messages in this thread...

First 72 Last

Add SOR (ASX) to my watchlist

(20min delay)
Last 4.5¢		Change 0.000(0.00%)		Mkt cap ! $21.09M

Open	High	Low	Value	Volume
4.5¢	4.5¢	4.4¢	$2.802K	62.81K

Buyers (Bids)

No.	Vol.	Price($)
1	94507	4.5¢

Sellers (Offers)

Price($)	Vol.	No.
4.6¢	30000	1

View Market Depth

No.	Vol.	Price($)
1	94507	0.045
2	40408	0.044
4	252930	0.043
3	158486	0.042
2	263017	0.041

Price($)	Vol.	No.
0.046	30000	1
0.047	6647	1
0.050	24945	3
0.054	25000	1
0.055	19390	3

Last trade - 14.46pm 12/07/2024 (20 minute delay)

SOR (ASX) Chart

"3. The upcoming flagged January update..." Why do you assume...

Immutep reports strong response rate from immunotherapies treating carcinomas

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Bitcoin investors need to know the risks

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Almonty locks in govt agreement for tungsten oxide plant in South Korea

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Nimy to raise $1.21M to explore 'newsy' WA targets

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

"3. The upcoming flagged January update..." Why do you assume...

Top Stories

Immutep reports strong response rate from immunotherapies treating carcinomas

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Bitcoin investors need to know the risks

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Almonty locks in govt agreement for tungsten oxide plant in South Korea

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Nimy to raise $1.21M to explore 'newsy' WA targets

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News