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SMN, STRUCTURAL MONITORING SYSTEMS PLC
dr_dazmo
post Posted: Dec 3 2018, 08:25 AM
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Hi All,
Although relatively small (20K), nice to see MR purchased some additional shares on market.
Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
dr_dazmo
post Posted: Dec 3 2018, 08:25 AM
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Hi All,Although relatively small (20K), nice to see MR purchased some additional shares on market.

CheersDr_Dazmo




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Always remember the Golden Rule - Those with the Gold make the Rules!
 
dr_dazmo
post Posted: Nov 30 2018, 11:17 AM
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In Reply To: rosden's post @ Nov 29 2018, 06:02 PM

Hi Rosen,
My interpretation, which might be biased, is that it reads as a positive for SMN.

Fuel prices are probably less of an issue now with the recent slide in the oil price, but low oil also makes low cost carriers more competitive (in terms of reduced fares).

An innovation such as CVM that can reduce inspection cost, and increase aircraft utilization rates, will be embraced as a method to improve overall operator margins.

At least that is my (biased) take on it.

Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
rosden
post Posted: Nov 29 2018, 06:02 PM
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In Reply To: dr_dazmo's post @ Nov 29 2018, 08:01 AM

should have added do you think this benefits smn in a good way or a bad way

 
rosden
post Posted: Nov 29 2018, 06:00 PM
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In Reply To: dr_dazmo's post @ Nov 29 2018, 08:01 AM

dr daz what do you read out of that report

 
dr_dazmo
post Posted: Nov 29 2018, 08:01 AM
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Hi All,Here is an interesting read on Delta form Fortune:

http://fortune.com/longform/delta-airlines-ceo-ed-bastian/

Worth the read for insight such as this:

But despite all those advantages, the smooth ascent that Bastian promises in Salt Lake City will prove difficult to achieve. It’s a gauge of how tough the business has become that the best of the Big Three will need brilliant navigation to keep thriving. Put simply, Delta’s profits have been heading in the wrong direction, falling sharply from the peaks of 2015 and 2016. And the same strategic moves that have burnished the airline’s image with employees and consumers—big investments in worker compensation and equipment upgrades—are now among the factors weakening its profitability. While rising fuel prices are a factor, Delta’s non-fuel expenses, led by labor, have been rising rapidly for the past four years, far outpacing revenues. (See chart above.) This year has been no exception: Boston research firm Trefis stated in a recent report that “Heavy costs are hurting margins” at Delta; Trefis projects that Delta’s cash flows will decline by 11% by 2022.

CheersDr_Dazmo




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Always remember the Golden Rule - Those with the Gold make the Rules!
 


dr_dazmo
post Posted: Nov 13 2018, 11:26 AM
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In Reply To: ChromeDome01's post @ Nov 12 2018, 08:11 PM

Hi ChromeDome01,
I see your point, but I have no idea how many sensors will be initially required by Delta (maybe less than 4K?).

I do note that the September update advised the "key commercial goal of maintaining production lead times to less than 4 weeks for all CVM equipment orders."

Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!

Said 'Thanks' for this post: ChromeDome01  
 
ChromeDome01
post Posted: Nov 12 2018, 08:11 PM
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In Reply To: dr_dazmo's post @ Nov 12 2018, 07:38 AM

Hi Dr Dazmo, cheers for your reply.

Can you not see the contradictions in your post?

On one hand SMN in conjunction with Delta's maintenance schedule was expecting CVM sensors to begin fitment this quarter 2018, with Boeing SB signed off. Yes?

If there was any probability that this was to occur, then sensors must be ready for shipment! Yes?

Now that this has been delayed until early next year, as SMN waits on Boeing approval, you would think that the company is making sheet loads every month? Yes?

Especially since a new machine is to be purchased for early next years production increase. Yes?

Do you agree that at the AGM, the most important question to be answered by management is how many sensors has SMN manufactured so far? Yes?

Let's not beat around the bush. Like s dog chasing his tail.

Cheers Chrome.




 
dr_dazmo
post Posted: Nov 12 2018, 01:23 PM
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Hi All,Updated Top 20 shareholder is now available as at 31/10/18.
http://www.smsystems.com.au/top-20-shareholders/

Looks like Drake have acquired approx 155K, and Paul Cozzi another 50K in October. wink.gif

Overall, the Top 20 increased by a bit over 107K.
Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
dr_dazmo
post Posted: Nov 12 2018, 10:09 AM
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https://www.seattletimes.com/business/boeing-aerospace/boeing-757-crash-landing-in-guyana-injures-6-passengers/
The aircraft, a Boeing 757-200 according Flightradar 24, was bound for Canada when it reportedly suffered a hydraulic issue after take-off. Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
 


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