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An annual comp.. Bring out your dead. (only joking Ammie dont...

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    An annual comp.. Bring out your dead. (only joking Ammie dont mind it as a time frame)


    FY2019 tip 

    LER.  Still a few hurdles to overcome but if they stick to their timetable then Malaysian plant will be financed and under construction by Q4 CY2019. Appears to be a degree of  interest in Leafcoat ( their biodegradable coating for cardboards) as well. Although nothing from the 5 non-disclosed interested parties to date cant see LER as having extended the license to a worldwide one if it was a dud  .  (Discl recently reeentered).


    First quarter tips. 

    CT1..

    A number of trials underway atm.  ( I borrowed this off anothers post and it shows their highlighting)

    1. Providing temperature monitoring to a multi-national smart cities IT company for re-sale to their food service customers.
    2. Providing temperature,humidity and power monitoring to a global engineering firm that designs, builds and manages Data Centres. By deploying our solution – which operates independently of their network - they can offer full redundancy for failure notifications to their clients. 
    3. Adeal involving a multi-national IT services firm presenting a fully-integrated IoT solution (which includes CCP) to a national food industry business withseveral hundred sites. 
    4. In partnership with a global telecommunications company, CCP is preparing to undertake a paid proof of concept trial for a global food company with over 2 million refrigeration assets. The trial involves monitoring the location and temperature of 200 assets.
    5. We are also partnering with a multi-national professional services firm to supply refrigeration diagnostics to a global beverage firm seeking to remotely monitor more than 50,000 commercial fridges in Australia. 
    6. Through our partner EposodeData Solutions, we have quoted our solution to monitor freezers and chillersfor a large food service chain across more than 230 sites nation-wide. Also through Eposode, we are progressing discussions with a major Australian retailer to develop and deliveran innovative IoT asset locating solution and a mobile consumer experience application. 
    7. We have commenced a paid trial to monitor transport vehicles for a National food distribution business. This will involve monitoring the location and temperature of their third-party transport vehicles and providing access to current status ashboards, maps as well as tabular and graphical reports.
    8. CCP’s smart tags have recently been deployed to feed data into a blockchain to underpin smartcontracts associated with air shipments of beef to SE Asia. This trial is expected to lead to commercial deployment of the Blockchain. 
    9. Our partnership with Koolmax and our White Tiger JV in the US is supporting the implementation of CCP services across new casino sites and creating opportunities for new monitoring services. 


     Sure their cash  needs sorting but could be a significant news flow to support this and is still cheap  imo ( discl Held and in red)


    DEM the unloved play in the water field. Good growth, Just made a european acquisition. ( Discl Not held)


    GSS expecting FDA approval for the first of their pathology tests this quarter ( Disc Held). Was thinking about OSL but that is a binary result they are waiting on with CE mark and I dont hold that atm.



    Would love to suggest a miner but my only forays into same ( relying on others opinions sheesh what have I said about that before) have been disasters. I bought ARS as a goldy and KMT as a copper nearology play .You gotta stick to your strengths even if that means doing nothing. ( the partner suggests doing nothing is my only strength but she is just taking the cheap shot)


    Hope everyone is handling the heat.


     








 
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