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This week and next.


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Titomic's TK1000.

A big focus this week was Titomic (ASX:TTT) with the exclusive interview I scored with CEO Jeff Lang.


In our conversation, we covered many subjects from the recent capital raising to Lang's strongly held belief that the company can be a billion dollar business.


When you realise the size and scope of the verticals they're entering, you can see why he's bullish.
  • Daily revenue in aircraft parts and tool manufacturing alone, $10 - $15 million per day

  • Poised to start manufacturing for several US defence primes

  • Poised to start manufacturing for major aerospace prime

  • Expecting to sign a second European aerospace prime contract in the near future


Equally as impressive, is the pride Jeff has in his team, and the ground breaking work his Australian team is doing. In my view, he is one of the best and smartest, corporate ambassadors Australia has.


I think we'll see some very interesting developments from Titomic over the next year or two, that will not only benefit shareholders, but all Australians.


Still on smart Australian companies, during the week, Hydrix Limited (ASX:HYD) announced it expects to deliver a maiden cash operating profit of around $0.4 million for the fourth quarter of FY19.

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Some of the products designed and created by Hydrix for clients.

Morningstar has Hydrix, which designs and engineers complex, regulated and

safety-critical projects in areas like medical tech, undervalued by 35%.


Like Jeff Lang, I love to see Aussie companies, doing seriously smart stuff, on the global stage. Stay tuned as I will be interviewing Hyrdix CEO Peter Lewis, in the next couple of weeks.


I noted that after a week of little movement, a couple of stocks showed interesting movement, just prior to Friday's close.

  • Envirosuite (ASX:EVS) - 27% undervalued according to Morningstar

  • Esports Mogul (ASX:ESH) - 46% undervalued according to Morningstar


I also watched with interest during the week, CV Check (ASX:CV1), continue its consistent march upward, under the guidance of CEO Rod Sherwood.


I did an interview with Rod a little while back, and it's worth a look, if you haven't already watched it.


Linius (ASX:LNU) had some good news this week, with their Indonesian soccer sports deal announcement.


The deal is with SportsHero, an unknown brand here, but it handles the Kita Garuda mobile app, which was developed for the Football Association of Indonesia (“PSSI”).


The app, and and now Linius's virtualised video technology, is being aggressively promoted to 80 million app-using soccer fans across the country.


In my discussion with Chris, it struck me that it has a similar feel to Spotify - in that soccer fans can create their own video channels, featuring their favourite players or plays.


Like Spotify, they can then share their personalised channels with friends or other sports fans.


Keep an eye out as I will be running my interview with Chris Richardson of Linius, this week.


Finally, I had a fascinating chat recently, with one of the Catapult team (ASX:CAT).


Catapult Group International Limited (CAT) is a global sports analytics company, that provides elite sporting organisations and athletes with detailed, real time data and analytics using a range of hardware and software solutions.


I have found it hard to get my head around why, and what, coaches and team managers specifically get out of Catapult's tech.


But after my interview with Chris Polley, a Senior Sport Scientist with Catapult, I got my answer. Just like a formula one team can monitor and tweak their cars while racing,

Catapult's technology provides detailed data and therefore, pre-emptive performance decisions for coaches about their athletes, That interview will be coming soon.


That's it from me. Let me know your thoughts on anything I've mentioned today.

We love to hear from our subscribers.


Have a great week ahead!


Phil Carey


We do not recommend or advise to buy or sell shares in any of the companies mentioned in this article. The InsideMarket Private Fund does may own shares in some of the companies mentioned in this article. However, we have not received any payment from any company for coverage in this article or anywhere else on the InsideMarket.net site. Disruptive technology stocks should be considered very speculative, high-risk, and very volatile. There are significant risks inherent in developing new technologies that are not discussed here. You should always seek professional advice before considering any share purchase or sale. Please read our full disclaimer.







 
 
 

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