Vært langvarig ørkenvandring …men nå har jeg trua på en solid reprising her 
Tja, hadde jo vært artig om den kom, men jeg tror fortsatt markedet trekker på skuldrene av en produktlansering det ikke evner å forstå rekkevidden av.
Produktet er komplisert, teknologien er i startgropen, trenger fortsatt validering i form av ferdige produkter i salg med denne teknologien implementert. Her tror jeg de må vise ordrer og cashflow før vi får noen reprising.
Men om noen ønsker å kjøpe aksjer her tror jeg neppe det blir til kr 7. Da må vi nok fram med gangetabellen. Men volumet tror jeg blir mikro.
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Ingen salgsvilje på disse nivåene ihvertfall
706 aksjer solgt på 10 kr nå.
News i dag
| ## CondAlign AS signs multi-million frame agreement with Haltian Oy | ### Company news | ### 2023-10-24 14:16:58 |
|---|---|---|
| CondAlign AS, a subsidiary of Nordic Technology Group AS, is proud to announce that the Company has entered into a frame agreement with Haltian Oy to deliver the electrically conductive film E-Align100. E-Align100 is the first out of many products that are being commercialized based on CondAlign’s unique technology to connect electronics and/or transferring heat. Delivery of E-Align products to Haltian will commence with pilot series in 2023, millions of units in 2024 and are expected to generate a potential yearly revenue of more than NOK 15-20 million for CondAlign. |
The demand for new cutting-edge Internet-of-Things (IoT) solutions and services is driven by global megatrends, such as location and inventory tracking systems. Haltian is tapping into this multi-billion US dollar market with their Haltian Inventory Tracking Solution (HITS), a new groundbreaking and uniquely scalable asset tracking system that is set to revolutionize the way businesses manage and oversee their assets and inventory. Haltian’s new solution introduces multiple cutting-edge innovations to provide accurate, real-time location data for assets across various sectors, including warehouses, manufacturing and logistics facilities, data centers, and hospitals.
Haltian have implemented CondAlign’s cutting-edge E-Align100 technology to seamlessly connect printed flexible batteries to the IoT electronics, delivering a highly efficient, very scalable, and cost-effective production solution.
“The agreement with Haltian represents a significant milestone for our commitment to delivering high-quality, reliable, and cost-efficient solutions to our customers. E-Align technology allows for the precise and reliable bonding of electronic components to electronic platforms. We are well-prepared for future high-volume production demands, making it easier than ever for our customers to scale their operations” Says CondAlign CEO Harald Wahl Breivik
About CondAlign:
CondAlign is a Norwegian deep tech company that develop, manufacture, and sell groundbreaking anisotropic conductive films (electrical and thermal) for the electronics and automotive industry to connect electronics and/or transferring heat. CondAlign is registered at Euronext NOTC.
About Haltian Oy
Founded in 2012 Haltian is a global IoT company offering world-class IoT services. Haltian IoT services include the Empathic Building digital twin service for smart buildings, and Thingsee, the proven IoT technology platform that enables faster IoT launches for mass-scale deployments. Haltian also provides world-class New Product Development Services to help companies get their product from an idea to a ready product.|
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Godt å se at det begynner å komme ordre og forhåpentligvis penger i kassa.
Det blir spennende å se hva som kommer ut av samarbeidet med Saint-Gobain etterhvert.
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Er vel ikke så lenge til det kommer update på samarbeidet mellom giganten Saint Gobain/CondAlign…det kan bli veldig stort….
Bør vel komme en update ift finske TactoTek og franske BeFC også snart …
Tro om dette er lisensinntekter eller ferdig produkt? Ut fra ordlyden i meldingen kan det se ut som det er ferdig produkt.
Fantastisk at ballen begynner å rulle. Dette var ikke noen liten avtale heller. Usikker på marginene til CondAlign på ferdig produkt, men mener de er rimelig gode.
Med ca 14 255 000 aksjer og siste omsatte kurs kr 7 gir det verdsettelse på under NOK 100 mill. Her tror jeg reprisingen kan starte.
Saint Gobains og mere snacks incoming
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News ute:
𝐂𝐨𝐧𝐝𝐀𝐥𝐢𝐠𝐧 𝐀𝐒 𝐢𝐬 𝐩𝐫𝐨𝐮𝐝 𝐭𝐨 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞 𝐭𝐡𝐞 𝐬𝐭𝐚𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 𝐬𝐮𝐩𝐩𝐥𝐲 𝐭𝐨 𝐌𝐨𝐧𝐨𝐋𝐞𝐭𝐬 𝐈𝐧𝐜.
This is an additional milestone proving the capability, reliability, and cost-effective characteristic of our technology.
MonoLets, Inc is a turnkey system solution provider that includes a hardware system, where a printed battery needs to be bonded to the IoT electronics.
CondAlign AS’s advanced 𝐄-𝐀𝐥𝐢𝐠𝐧100 technology enables reliable connection of the printed flexible batteries to IoT electronics, therefore our conductive film will allow MonoLets, Inc efficient smart label integration.
MonoLets, Inc is a Silicon Valley based Company, that has successfully patented and commercialized a Bluetooth wireless mesh network technology, for supply chain data visibility, capable of 100% inventory accuracy at 10x lower infrastructure cost.
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Interessant ift Monolets:
Update i dag.
CondAlign Q3 2023 Financial and Operational update
Company news
2023-12-04 13:52:57
Please find the Q3 2023 Financial and Operational update attached. The update can also be found on the investor section on our web page. Commercial launch of E-Align100 and good progress on new products development CondAlign’s first commercial product, E-Align100, was launched the 1st of July 2023 and is now available for commercial sales to a wider range of companies.
By the end of Q3 we signed a new significant delivery agreement with the Finish Company Haltian Oy. The delivery of E-Align100 to Haltian will bring valuable revenue to CondAlign during 2024 and onwards.
Additionally, more than 38 different companies are testing our products for integration into end-user products.
This is expected to result in additional and new delivery contracts over the next 6-12 months.
CondAlign continues to focus on the development of a solid customers portfolio for E-Align100.
In close cooperation with major global market players. CondAlign continues to perform testing and qualification of a new products portfolio that will address the growing markets within microchip and microLED.
CondAlign and Saint-Gobain are progressing well in our joint development of thermal interface materials (TIM) for EV batteries and electronics applications. Work package III was successfully completed at the end of Q3, laying the groundwork for future commercial discussions in Q4.
Expanding Customer Base and Sales Efforts CondAlign continues to see increased interest in current and future products, with a large number of ongoing end-user application tests ongoing with potential customers.
E-Align100 commercial launch in July generated a lot of attention and the feedback is consistently positive, often surpassing competitors.
Our streamlined sales process has accelerated client engagement, and referrals are boosting our visibility and number of customers.
During Q3 our E-Align100 has been tested in multiple customer applications that will materialize in future sales.
With the design-in time we now experience from customers, larger revenues are expected from 2024.
CondAlign is in active negotiations with CMO’s to secure large volume production for delivery of E-Align to the market in 2024 and onwards.
The final selection is expected to be concluded in Q1 2024. Organization Growth and Development CondAlign has continued to grow its team in Q3 and has attracted top-tier talents, underscoring the inherent potential and merit of CondAlign and our groundbreaking technology.
The organization is now at a level where we can combine commercial deliveries and at the same time work on further development of CondAlign products. Over the next periods CondAlign will continue to strengthen the sales, production and technology teams as needed.
For more information, please contact: Håvard Lien-Kvareng, CFO
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Ting skjer…
Henter kortsiktig finansiering på NOK 25 mill til 12 %, og rett til konvertering ved neste emisjon.
Tror dette er et meget godt grep for å sikre kommersialisering uten å vanne eiere ut på dagens kurs i et knusktørt marked.
“the product is already implemented in 5 different prototype products in 5 different companies and is estimated to be produced in millions of units in 2024 and onwards. Currently more than 45 additional companies are testing our E-Align product and the number is growing promptly.”
Dette synes jeg ser særdeles lovende ut!
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Jeg vil heller si at det er dyrt å være blakk og at NTG sørger for seg sjølv
Key terms for the convertible loan and independent subscription rights will be as follows:
- Interest rate of 12% p.a.;
- Maturity date 30 June 2024;
- Right to convert the loan amount including accrued interest into a new class of preference shares, at a subscription price per share corresponding to the subscription price in the next share issue in the company
- For each NOK 16.67 in loan the applicant is allocated, the applicant will receive one independent subscription right to subscribe for a new preference share;
- The independent subscription rights are valid for 18 months from date of issuance, and provide protection against dilution by entitling holders to subscribe for preference shares at the lowest subscription price that previously offered for any share class during the term.
The preference shares are a new class of shares, and each share grants the holder the right, in the event of distributions from the company (including sale of the company), to first receive an amount equal to the subscription price of each preference share, in addition to their proportionate portion of the total remaining distribution amounts.
Tja, jeg syntes ikke dette var så galt, men jeg ser jo at de nye preferanseaksjene har særdeles gode vilkår.
Nå er det jo mulig å ta del i NTG posisjonen, da de er notert, og kursen rimelig gruset.
Det kommer altså 10 mill i friske penger, og NTG sine 15 mill er konvertering av tidligere lån.
Men alt i alt et begrenset beløp, så går dette veien, så går det veien for alle.
Det jeg synes er veldig oppløftende er den øvrige kommunikasjonen, og at det tross alt er et lite beløp. Tidspunktet dette kommer på er nok ikke tilfeldig, viktig å få dette på plass før avtalene renner inn. Potensielt 45, and counting, i overskuelig framtid, og st Gobain på toppen.
Her ligger det an til en solid reprising
Eksisterende aksjonærer vil nok få tilbud om å være med her, de 10 mill. Hører nok fra meglerhus.
Med de vilkårene tror jeg nok det blir forbeholdt noen få og kanskje store. Ut fra meldingen kan det se ut som de søker noen eksterne profesjonelle investorer. Blir veldig spennende å se hvem det blir.
Kanskje st Gobains eller noen av de andre potensielle storkundene kommer inn på eiersiden?
Synes denne var oppløftende
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Noen som følger CondAlign lenger? Lukter emi eller har de finansiering i bakhånd? Spennende utvikling operasjonelt ref. siste rapport i går.