TTT (ASX) TTT media

Originally posted by stephencca ↑

If it is correct (below) that consumeables are going to yield 30% of the sale price of a machine over 3 years ie 10% per year, then TTT will become very profitable very quickly.

“MULTIPLE “ repeat sales initially to IPGR members for Glass Mould Repair Systems… 10-20 Systems installed has initial $7M-$14M machine sale revenue with recurring consumables and powder revenue of approx $2.5M-$5M per year.Approximate figures based on info provided stating each system installed generates $1.7M revenue per 3 years.

I've never heard that said and find it extremely hard to believe. How much are the tubes of "metal dust" each and how long do they last.?
I spoke to the NSW distributor who had just fixed a machine and he told me the tube of "metal dust" was $200 and it lasted a long time. !!!

TTT has a problem in my view, because they dont have the capital to participate in joint ventures in order to demand a % of the profit per item made and they dont have the infrastructure or staff to take orders on mass which would produce a really substantial income. Its amazing that TTT has not approached TESLA who are working on a completely new system of manufacturing that Musk says will completely demolish the current manufacturing methods.

At the moment, when TTT gets an order for the large machines, they have to make them and it takes 6 months !!! Although they need to be made to specifications, they could be partly made. I think the reason is that they just dont have the capital. I think the industry and the use will explode and I dont see that TTT will be able to become part of too many joint ventures. They just dont have the capacity to contribute enough to be a worthwhile partnership in staff to communicate intellectual property or physical resources.
Most serious partnerships will develop the skills internally and adapt the technology to their own particular uses.
I am sure TTT could offer the service of making parts and doing repairs (charging a premium) as there will be many customers who dont have the size and requirements to own their own machines and get the training.

I fully believe TTT has a critical and necessary technology but it has very limited capacity to expand. Herbert has done a great job in getting started in a few high tech critical and prestigious areas to generate sufficient income to keep the doors open - thats all that has happened at this stage.
Herbert must have some idea of the timeline as the recent capital raise was a desperation job and they only raised $5M and it was just to keep the doors open for 12 months at the most.

Fortunately, existing shareholders got some good options.

I am hoping for a lot of overblown hype when some contracts do come along at which point I will sell at a huge, great and good profit (I have 3 sets of shares in different entities) and then wait for a big drop to buy in again.

TTT still has to survive. Herbert could become a very big millionaire if things go right. I am surprised he has only renewed for 12 months. Im sure the directors would have wanted at least 3 years. I think the share price could reach $1 and that would make many people pretty wealthy.

I think there is a huge possibility that TTT will be bought out !!!! It just doesn't have the capital.

Expand

I've never heard that said and find it extremely hard to believe. How much are the tubes of "metal dust" each and how long do they last.?
I spoke to the NSW distributor who had just fixed a machine and he told me the tube of "metal dust" was $200 and it lasted a long time. !!!

It’s clearly stated in the announcements $1.1M per machine over 3 years.
There’s no comparison between a D523 mobile repair unit powder consumption which is what you are talking about to the TKF Machines.

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Last 13.5¢		Change 0.000(0.00%)		Mkt cap ! $139.3M

Open	High	Low	Value	Volume
14.0¢	14.0¢	13.0¢	$229.2K	1.716M

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