Looks like a deal coming with J&J for Covid19 Vaccine Rollout

If people haven't already connected the dots RLT are onto something massive here. My first post on RLT focused solely on the helium resource.

However after some lengthy research into the Cryo-Vacc I think RLT are about to do a deal with J&J South Africa.

FIRST HINT
The first hint was dropped by Stefano last week on twitter when he retweet a story about the Covid19 vaccine to land in South Africa (this week). The tweets allude me but I am sure I have seen Stefano tweet at or related J&J/Covid19 material previously. The link he shared is below.
https://www.*.co.za/trending/jj-vaccine-is-still-not-approved-in-sa-but-enough-for-80000-people-is-due-next-week-2021-2



J&J WIN SA COVID19 DEAL
Shortly after this tweet it was confirmed that J&J had won the bid to supply South Africa with their Covid19 vaccine. Intuition by Stefano?
https://www.reuters.com/article/health-coronavirus-safrica-ren-idUSL1N2KL1A8



RLT FEATURED IN SAME STORY AS J&J
In this same news article by Reuters Renergen's Cryo-vacc transport solution for Covid19 vaccine was featured (coincidence?). The specs on this technology is astounding and truly disruptive.

- temperature range of -150 degrees Celsius to 8C
- can store vaccines for periods of up to 30 days without the need for any power supply
- can accommodate up to 12 times more vials per flight compared to other solutions
- liquid helium is only a fraction of the weight of liquid nitrogen, it will significantly reduce airfreight distribution costs



This solution is cheaper, safer and has less handling of the vaccines than any option. To put in perspective the size of the vaccine rollout and how big this could be to RLT see below.

$8BN+ TO BE SPENT ON VACCINE ROLLOUT
CNBC states the US is forecasting $8.4 billion spend on vaccine distribution.
https://www.cnbc.com/2020/12/12/how-fedex-ups-plan-to-distribute-fda-approved-covid-vaccine-when-will-you-get-the-coronavirus-vaccine.html



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 ALREADY SAID THEY'VE TAKEN ORDERS. WHO CAN IT BE FROM?
RLT said they've already started taking orders and going to start production in the next few days. Who could they be supplying these too? Perhaps J&J who just won the deal and have over 80,000 units of the vaccine landing in South Africa this week?


In the next week you would expect RLT to report completion of the production run and shipment to customers. I have a suspicion these would be prototypes for J&J to put through their paces in field. With a substantially larger order to follow possibly in the next 2 weeks. J&J will have to invest several hundred $M on Covid19 Vaccine rollout.

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 economics speak for themselves. It's a no brainer. If the prototypes work RLT will receive orders ranging into the $M's.