Eurocontrol Technics Ord EUCTF

13%!

[green24]

EUO is his biggest holding.   Top pick?

[lscfa]

McWhirter says EUO looking for partner to go forward with Xwinsys product because product is very expensive........ I believe that EUO will sell this tech outright or for a royalty stream. EUO is too small to be involved in the manufacture and sale of equipment that costs $1 million each.

[Spiegel62]

License for a Royalty stream would be sweet. Imagine 2 royalty streams at the same time : SICPA with GFI and whoever within the semicon space with XWinsys..... In a low to negative interest rates World where oil stocks like SGY still can get to trade at a messly 6.5% dividend yield, what do you think EUO will trade when it starts spinning cash back to shareholdlers like mad? If anybody thinks the

[green24]

I finally got a chance to watch his comments on EUO.  Nice.   Much more detailed than last time.   I had no idea about the bunker oil angle.   I expect that will add some nice cash flow as well in time. So I see it wasn't called a 'top pick' but actually is his top holding in the fund.    He must have been buying at the same time as Bruce, as it used to

[Spiegel62]

McWhirter cant make it his Top Pick because BNN has this stupid rule no stock under 30M market cap can be choosen as such, no matter if its trading udner cash with an ongoing business line, a huge royalty stream coming forward and XwinSys blue sky potential.