Morningstar has Sensera 25% undervalued.

A waffer, similar to the ones produced by Sensera. Each dots is a semi conductor chip which is cut up into individual chips. Sensera fabricates Micro Electro Mechanical Systems (MEMS). A wafer like this looks deceivingly simply but the cost of getting to this is phenomenally expensive for any fabricator.

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Anticipation and action are at the heart of the SENSERA LIMITED (ASX: SE1) business.

Sensera develops and manufactures Micro Electro Mechanical Systems (MEMS).

These tiny devices have the ability to detect location, movement and pressure changes that can monitor, alert and result in actions like:

• Early detection of a problem with an implanted medical device, based on a tiny change in blood pressure.

• Locate a hospital emergency room crash cart in a crisis.

• Highlight what expensive equipment is under or over utilised in a manufacturing plant

• Stop a large mining vehicle in its tracks, to prevent it hitting someone.

• Using algorithms, it can remotely spot a sick animal in a herd, before it infects other animals.

I have listed more technical detail about the business below.

Recently Sensera reiterated its revenue forecast for FY19 US$10.5M/$11M, but claims 70 sales opportunities in pipeline with potential to triple FY20/21 if converted.

I spoke with CEO Ralph Schmitt to find out how will achieve this?

More on SENSERA LIMITED:

MicroDevices – Woburn, MA USA

►MicroElectroMechanical Systems (MEMS) based

foundry

►Lead Market: Medical Technology (MedTech)

►Generate customer funded IP to be used in

sensor development for IOT Solutions products

► IOT Solutions (Nanotron) – Berlin, Germany

►High-Precision, Real-time location based sensors

and systems

►Lead Markets: Livestock Health and Mining

►Incorporate other sensors to provide more value

and differentiation to end solution

The company designs and manufactures hardware and software

across the vertical technology spectrum from unique structures as

MicroElectroMechanical Systems (MEMS) and sensors, as well as

wireless networked systems and software that when combined, drive

an entire IoT platform solution.

Shares on issue m 269.7

Share price (10 May 19) A$/share 0.11

Market capitalisation A$m $30.0m

Debt1

(as at 31 Mar 19) A$m $2.1m

Cash1

(as at 31 Mar 19) A$m $2.1m

Enterprise Value A$m $30.0m

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