Just listened in to the webinar with Mat Morgan and he spoke about Nanotron and more specifically the multi year exclusive supply agreement that Sensera signed with Smartbow.
Mat couldn't comment specifically on exact details, but what he did say blew me totally away....."the size of this multi year contract is multiples of the entire number of nanoloc chips sold to date". FYI 1m Nanoloc chips have been sold in Nanotrons entire history.... So this is why this is absolutely transformational and it implies rev guidance for FY18 will be absolutely destroyed imo....
He couldn't give exact details about gross margins but did say that as volumes of product orders increase from a client margins would be lowered but only slightly which is what you would totally expect across the industry. Sensera did state that gross margins for CY17 for nanotron were around 60% in the nanotron acquisition presentation.
The acquisition price was very very good and the timing was exceptional, considering the magnitude of this deal.....
Sensera still flying under the radar, big big 2018 ahead
Webinar - Sensera kicking huge goals
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