Thinfilm Completes First Commercial Shipment of Temperature Sensor Smart Labels; Plans Initial Launch with Key Customers in Q2 2017
Jeg liker at jeg solgte en av mine smÄposter (med rundt 80% tap) i THIN, for bare et par dager siden 
Hadde ikke tjent sÄ mye pÄ dagens oppgang uansett men typisk meg
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Ja, enda rĂždere for THIN, men det er ikke veldig uventet. Jeg ville faktisk blitt bekymret hvis resultatet ble bedre.
Etter Ärevis med utvikling, sÄ stÄr selskapet nÄ ovenfor en revolusjon de nÊrmeste Ärene, men en revolusjon kan som kjent enten ende katastrofalt (med konkurs) eller med suksess (mange dobling av kursen).
THIN har i Ärevis plÞyd inn penger i utviklingen av de trykkbare brikkene, men den siste tiden har man ogsÄ brukt mye penger pÄ:
*Utviklingen av fabrikken i San Jose, som pÄ litt sikt skal muliggjÞre en produksjon pÄ mrd. av brikker.
*Salgkapasitet. Produksjon av mrd. av brikker krever at man har kunder som Ăžnsker Ă„ kjĂžpe disse. Man her helt avhengig av Ă„ investere i S&A fĂžr man Ă„pner fbarikken for fult.
*Utvikling av en portal.. AvgjĂžrende for at potensielle kunder skal se nytten i de trykkbare brikkene.
Selskapet gjĂžr seg klar for en revolusjon.
Selv tror at selskapet vil lykkes, men det er selvsagt usikkert hvor hÞy veksten i produksjonen/salget vil vÊre. Selskapet mener at man vil gÄ Break-Even med et salg pÄ 100 mill enheter, noe som er mye opp fra i dag, men bÞr vÊre innenfor rekkevidde relativt raskt.
De variable kostnadene per brikke er lav, men de faste kostnadene er hÞye. For Þyeblikket har selskapet nok kontanter, og jeg tror man vil vÊre lÞnnsomme fÞr man eventuelt vil ha behov for mer kapital. Eventuelle fremtidige emosjoner vil forhÄpentligvis skje til en langt hÞyere kurs en det man ser i dag.
Oppsummert. Tidsaspektet er det viktigste. Selskapet bĂžr helst lykkes bra inn en par Ă„r, ellers vil de faste kostnadene nok en gang spise opp kontantbeholdningen. Personlig tror jeg verden er klar for teknologien og at selskapet vil lykkes. Fremtiden vil gi svaretâŠ
Verdsette: For Ăžyeblikket 6.00 ++.
Du kan lese den siste analysen her.â
Meld det gjerne pÄ nyhetsbrevet, sÄ vil jeg oppdatere deg nÄr nye analyser blir publisert (registrering nederst pÄ nettsiden Investing24h.com). Vil (sannsynligvis) ogsÄ legge ut en oppdatering pÄ Tekinvestor.no
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Thinfilm Introduces IoT-CNECT Box to Provide Consumer Brands with Quick-Start Solution for NFC Mobile Marketing.
Takker for analysen, gir en veldig bra oversikt.
Ingen tvil om at de tÄlmodige gÄr spennende tider imÞte pÄ denne.
01.06.2017 08:30:41: Oskar Blues Brewery Leverages Thinfilmâs NFC Solutions to Enable One-to-One Mobile Connections with On-Premise Beer Drinkers.
http://www.newsweb.no/newsweb/search.do?messageId=428672
Noen som har en mening om hvordan denne ser ut teknisk fremover? Har solgt litt ut i stigningen som har vĂŠrt i det siste. I tro at kursen vil vĂŠre lavere utover sommeren og vil plukke tilbake da.
Coronado Brewing Co. Uses Coasters with Thinfilmâs Technology to Boost Website Conversions.
OSLO, Norway, and San Diego, CA, June 14, 2017 - Thin Film Electronics ASA
(âThinfilmâ) (OSE: THIN), a global leader in NFC (near field communication)
mobile marketing and smart product solutions, kicked off a collaboration with
Coronado Brewing Co. by distributing innovative coasters that engaged the craft
brewerâs consumers with the simple tap of a smartphone.
The coasters were part of a product launch for a new beer, CoastWise Session
IPA, and drove website conversions 17.5 times more than the craft brewerâs other
marketing channels.
âCompeting for the attention of craft beer drinkers is intense,â said Brandon
Richards, COO, Coronado Brewing Co. âGetting people to hear your brand story
without interference is even harder.â
Thinfilmâs New High-Volume Manufacturing Facility in Silicon Valley Now Operational.
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Amplified Ale Works Leverages Thinfilmâs NFC Solutions to turn On-Premise Smart Coasters into an Off-Premise Sales Channel.
OSLO, Norway, June 26, 2017 - Thin Film Electronics ASA (âThinfilmâ) (OSE:
THIN), a global leader in NFC (near field communication) mobile marketing and
smart product solutions, today announced a partnership with Amplified Ale Works.
Through the collaboration, Amplified will integrate Thinfilmâs technology into
beer coasters distributed on premise, enabling a direct mobile connection with
consumers through the simple tap of a smartphone.
Amplifiedâs newly launched presence on thebeerconnect.com, an online craft beer
marketplace and delivery service, enables the brewery to expand distribution of
popular offerings like Motörhead Born to Lose IPA and their award-winning Whammy
Bar Wheat directly to a beer drinkerâs doorstep. Amplified Ale Worksâ location
in a popular San Diego beach neighborhood ensures plenty of foot traffic, but
the brewpub was looking for ways to continue the session beyond their physical
site. Now, patrons can tap a smartphone on a Thinfilm coaster and immediately be
taken to a landing page from which they can easily order Amplified beer online
for home delivery.
Spennende greier det her. Hadde selv en post her frem til jan-feb i Ă„r. Vurderer ny inngang. Hva tenker du om kursutviklingen de neste 6 mnd @Larsen?
Denne vil fortsette Ä stige hvert Þyeblikk, men som veldig mange sÄ venter man pÄ en billig inngang i lÞpet av sommeren. Det farlige er at plutselig er det for sent. Jeg tror Thin Film vil publisere flere av de avtalene de har holdt hemmelig til nÄ, nÄ som fabrikken er igang. Time will show
Cratus Leverages Thinfilmâs NFC Technology to Deliver IoT-Focused Supply Chain Solution.
âWe chose Thinfilmâs NFC solution based on its unique ability to indicate both
the sealed and tampered states of a shipping box or product enclosure. Our
customers can now use the Cratus sensor platform with Thinfilmâs OpenSense tags
to reliably track and determine the integrity of a shipment throughout its
journey along the supply chain,â said Zeki Gunay, CEO of Cratus Technology.
Siste uken i Juli og jeg fÞler jeg kan med god trygghet si at alt under 4kr ser ut til Ä vÊre en grei inngang i Thin Film. Aksjen har ligget pÄ mellom 3.70 og 4.08 i hele Juli, men nÄ nÊrmer det seg med stormskritt at selskapet melder om god inntjeningen og nye store kontrakter.
Hvis du kjÞper aksjen nÄ og sitter pÄ dem i 2 Är kan jeg nesten garantere en god avkastning pÄ pengene dine.
Barbadillo Uses Thinfilmâs Technology to Launch Largest Global Deployment of NFC in the Wine & Spirits Industry.
This national campaign includes 126,000 NFC-enabled âsmartâ bottles of Castillo de San Diego
and is believed to be the largest global deployment of NFC to date within the wine and spirits industry. The connected bottles are being sold through 15 major supermarket chains and superstores, including El Corte Inglés, Carrefour, Hipercor, Alcampo, and Eroski.
Through a customized NFC-enabled neck collar, consumers are instructed to tap bottles of Castillo de San Diego with their smartphone to learn more about the promotion, which offers the chance to win 12 distinct EUR1,000 prizes. Upon purchasing and opening a bottle, customers can retrieve a unique code printed on the cork and enter it in the field displayed on their smartphone - along with their name and other personal information - to instantly determine if they are a winner. The campaign, which also includes television, online, and outdoor advertising support, was launched on July 17 and will run through August 31. Several winners have already been identified.
Kilde: http://www.newsweb.no/newsweb/search.do?messageId=431725