SMN 2.38% 41.0¢ structural monitoring systems plc

I just listened again to the conference call of 28/11/16, which...

  1. GWR
    79 Posts.
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    I just listened again to the conference call of 28/11/16, which reaffirmed a few things (in my thinking). First, this is a process that takes time. As one of the speakers said, IP (or patents) is not the biggest barrier to entry, it's approvals. There appears to be enormous support for the CVM tech from within key sectors, regulatory and commercial which is creating a "pull" for the tech rather than an SMN "push". Second, the work to get where we are have taken years. Third, we appear to be on the cusp of something special and the commitment to complete a complex template (to be the basis of the roll out to other parties) was anticipated to be by the end of 2016 or soon thereafter. My view is that we are still within the "soon thereafter" period. I have no doubt as to the complexity of the documents. I am concerned at the SP slide but have confidence in the competence and integrity of the directors and management team. That is my opinion.
 
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