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Kontrol Technologies Corp N.KNR

Alternate Symbol(s):  KNRLF

Kontrol Technologies Corp. is a provider of energy management, continuous air quality and emission solutions to commercial and industrial consumers. It delivers building intelligence through the Internet of things (IoT), software and cloud technology as well as project integration. Its smart technology is deployed to customers through a cloud-based interface accessible on desktops and mobile devices. It collects real-time and historical data using IoT sensors and direct connection to industrial control systems, bringing various sources of asset performance data into the cloud where smart-learning software is applied to optimize performance. The Company, through CEM Specialties Inc., offers turn-key emission monitoring equipment, integration design, manufacturing, service, repairs, and on-site performance certification testing. It offers building heating, ventilation, and air conditioning integration, automation and retrofits to enhance the energy efficiency of buildings and facilities.


NEO:KNR - Post by User

Bullboard Posts
Comment by Qrewpton Sep 26, 2020 2:03pm
170 Views
Post# 31625501

RE:RE:Independent Testing

RE:RE:Independent TestingI agree with everything you're saying except your valuation is way too low. If we get visibility to sales of 1000 units per month, or 5% of initial manufacturing capacity at a 50% discount, knr is trading at 1x sales fully diluted. If the price that knr trades at today is accurate, I would say they expectations are extremely low with very low likelyhood being assigned by the market of exceeding this. If they can get orders for 50% of manufacturing capacity, they will certainly be doing $1.2 to 2b in revenue, depending on the discount applied...which would be an easy 10bagger from here valued at less than 1x sales. But find me a growth Company worth 1x sales, the upside is pretty staggering at the present valuation. Find me another company with this kind of asymmetry in the risk reward, it is fantastic.
canyousayiii wrote: I believe more testing is being done i.e. lowering detection limits. Although someone may not call this testing because that is not how that has been termed. Doesn't matter what anyone says. The article I read says that even spread of influenza is still being studied. Things can be studied for years and decades and forever. Business does not wait for all answers but for reasonable answers. Naysayers can keep questioning effectiveness and for us it carries some weight until the point that KNR starts producing to fill purchase orders. We can assume that if one customer comes forward, it is unlikely they will be the only one to look at all the information from the company and be the only one to take a gamble on a product that others are not willing to make. Equally, once a few buy, others will follow with greater comfort. We don't need to sell billions of $ for the stock to appreciate significantly. Start with a few hundred the first few weeks, build up to a couple of thousand the next couple of months and that would justify current valuation. If it starts hitting in the upper half of the capacity they are securing this thing will be in north of $15 applying low sales multiples. By Christmas time we will definitely know what kind of gifts will be sitting under the Christmas tree. That is not a long wait and rarely do you come into plays where in such a short time you will find out between the extremes of rags to riches. GLTA.


Bullboard Posts