Eurocontrol Technics Ord EUCTF

RE:RE:RE:RE:Back to cash again

[zenvesting]

No mater how hard one tries to remain objective, one's position brings bias to their perspective, so let me share my thoughts.....on your thoughts.

kidl2 wrote:

NDD: XwinSys has gone from ready for commercialization back to tinkering according to the MD&A. VERY expensive tinkering I might add.
As for the increase from $1 to $2 Mil per gismo ... Heck, why not make it $10 Mil? Fact is, it ain't worth a nickel until someone buys one of the darned things.

A couple weeks ago you referred to a SeekingAlpha blog post from Robert Castellano that made a general statement about the semiconductor metrology and inspection sector being in a bubble, now this week the same researcher wrote a much more relevant article to XwinSys's target market forecasting 700% growth in vertically stacked logic and memory chips between 2016 and 2020....I think a fairly objective person might find this more recent article more relevant and see the opprtunity is still ahead of XwinSys.....it's a technical challenge that will require investment....but the opportunity is still there as much as it ever was:
Memory Market Landscape

Croptimal is on the wrong end of CMT. It wants to speed up the very task CMT companies are working around the clock to eliminate as it falls into the “boots on the ground” segment. So far they haven’t been able to completely eliminate manual soil sampling but they have certainly been able to reduce the frequency as in one full sampling and one partial confirmation sampling in a multi year program.

Croptimal does speed up the task from the standard 10 day turnaround time labs take......and that is still the standard practice in agriculture.  While there are other field testing devices, none provides a complete data set Croptimal is aiming to deliver.  Precision agriculture requires more data to optimize output, of course there is a balance to be struck with cost-effective inputs to increase the outputs, but by minimizing fertilizer use they are not just reducing those costs, but also seeking to achieve better environmental outcomes which are being regulated as "non-point source" pollution from farmers in the US.

 

As I said not long ago to another shareholder: Don’t give me little white vans with shovels and a clunky luggage size gismo. At least have the imagination to take it to the next level. Gimme a robotic soil sampling gismo attached to a drone and I might get excited.

Imagination is great, but practical experience is invaluable.  It takes downforce to push a soil sampling device into the soil profile.....surface soil has great variation from the soil horizons in the zone of eluviation and accumulation.....basically, you need to be able to drive a sampler down into the ground a couple of feet to collect the relevant data.....and that requires force and/or weight a cost-effective drone will never be capale of providing.  

 

It takes guts. It takes imagination. It takes hard work. None of this you get with EUO. Instead you get the same old sales pitch you and others keep regurgitating: “We are onto the best thing since sliced bread. We are unfairly treated my the market. Great things are just around the corner.”

It takes connections.  It takes innovative thinking.  Work smarter, not harder.  Unfortunately the company is not able to divulge the details of their research and development efforts or who they are working with, so it takes some faith in management and that might be hard for some to find in Bruce's communicaion style. Make no mistakes, the projects they are working on are an uphill battle, but the company has shown that they are working with some of the leaders in their industries, albeit at arms length relationships, they state they are working with the two leading semiconductor manufacturers on the development of XwinSys, Netafim for Croptimal, and obviously SICPA bought GFI......so