Presentations/Webinars/Podcasts/Media, page-1688

First 1688 Last

Share
Profile

Follow
Smurph

1,414 Posts.

143

16/05/24

18:48

Post #: 73864458
Share

Originally posted by writer ↑

Nice work, Jerry.

Have posted this before...but so many short memories around here..!

Teledyne. NYSE TDL. MC US$16B. SP US$400.00

So, the first question is, why Pointerra?

Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability.

Our products include digital imaging sensors, cameras and systems within the visible, infrared and X-ray spectra, monitoring and control instrumentation for marine and environmental applications, harsh environment interconnects, electronic test and measurement equipment, aircraft information management systems, and defense electronics and satellite communication subsystems. We also supply engineered systems for defense, space, environmental and energy applications.

Our strategy continues to emphasize growth in our core markets of instrumentation, digital imaging, aerospace and defense electronics and engineered systems. Our core markets are characterized by high barriers to entry and include specialized products and services not likely to be commoditized. We intend to strengthen and expand our core businesses with targeted acquisitions and through product development.

We aggressively pursue operational excellence to continually improve our margins and earnings. At Teledyne, operational excellence includes the rapid integration of the businesses we acquire. Using complementary technology across our businesses and internal research and development, we seek to create new products to grow our company and expand our addressable markets.

https://www.teledyne.com/who-we-are/about-us

On adjacent matters, would just like to point out that, unlike Pointerra, Alteia is not a pure cloud-based digital twin analytics platform. Rather a visual data desktop application that can be ported to/work with cloud-based apps.

Thus Alteia is a software company that combines visual data and artificial intelligence to drive efficiency, increase infrastructure resilience, and ensure compliance with environmental, social, and governance (ESG) goals. Their platform leverages computer vision, machine learning, and AI to analyze, filter, display, or distribute visual data at scale.

One only has to pass a cursory eye over their website to see they are not even remotely a competitive threat to Pointerra.

https://alteia.com/company/

So the second more pertinent question to ask - not unrelated to the first - might be, who are GE/Alteia's other US utility customers that apparently pose such a threat to Pointerra? Or indeed, customers in any other market vertical?

Each to their own, I guess, but I would rather run with the company that partners for the future with US$ multi-billion NYSE companies.

Expand

Might be because we are not billing them anything. Tongue in cheek

3DP Price at posting: 4.0¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

SGP

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

PAM

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

RAD

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

First 1688 Last

Add 3DP (ASX) to my watchlist

(20min delay)
Last 4.4¢		Change -0.002(4.35%)		Mkt cap ! $35.42M

Open	High	Low	Value	Volume
4.6¢	4.6¢	4.3¢	$7.46K	169.4K

Buyers (Bids)

No.	Vol.	Price($)
2	33526	4.3¢

Sellers (Offers)

Price($)	Vol.	No.
4.6¢	70000	1

View Market Depth

No.	Vol.	Price($)
2	33526	0.043
4	169415	0.042
4	349390	0.041
5	235024	0.040
4	1251008	0.039

Price($)	Vol.	No.
0.046	70000	1
0.047	355505	2
0.048	12837	1
0.049	47882	1
0.050	48841	2

Last trade - 15.52pm 19/11/2024 (20 minute delay)

3DP (ASX) Chart

Presentations/Webinars/Podcasts/Media, page-1688

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Presentations/Webinars/Podcasts/Media, page-1688

Top Stories

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News