Definitely valid points and I understand where you are coming...

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Bakmaam90

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03/03/20

05:27

Post #: 43269748
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Originally posted by fluro2au ↑

I disagree, TTT do have a great product, but it will take some considerable time to break into the market. These things never move quickly, no matter how good a product is. Companies will be locked into multi-year contracts, eg just look at the MOU, TTT had with Trek, where did that go? No where, and why? You are basically asking a company and their customers to move from carbon fibre bike frames over to titanium bike frames. By the way titanium bikes have never been able to out perform carbon fibre bikes to date, even though the TTT product shows it is 20% stronger, 20% lighter and a lot faster to make.

This will be the same problem TTT is faced with across all industries that currently use a product that is embedded in the market, works and makes money. It's a big ask to completely change over to something new, especially when, what is in place is doing a good job anyway.

It is going to take years for TTT to break into any market. It won't be a case of scoop what you can now. This is not like Cochlear ear where they created something completely new and had the monopoly from the start. TTT are basically asking companies to move from one type of material to another. Yes, the move will be good, but it will just take a long time to change the way people think and operate.

All IMO of course. Happy to stay on the side lines for now, as I expect this one to be a slow burn for quite some time yet.

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Definitely valid points and I understand where you are coming from @fluro2au.
I think maybe you have answered the Trek question for us... Ti frames don't perform any better than Carbon therefore no incentive. It's quite possible R+D for Trek realized this, I just wish they would make some follow up announcements to inform us!

After the development last week and the February Update I'm more confident things may just move faster than what you think.
TKF doesn't necessarily have to replace existing manufacturing and based on February developments and especially the details revealed in February update I'm more confident than ever they are steering this ship right the way into paradise...

Last edited by Bakmaam90: 03/03/20

TTT Price at posting: 89.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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