Added to YB: 2026-08-31
Pitch date: 2026-08-28
TRT.L [bullish]
Transense Technologies plc
Author Info
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Company Info
Transense Technologies plc engages in the provision of specialist sensor systems in the United Kingdom, North America, South America, Australia, Europe, and internationally.
Market Cap
GBP 7.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.23
P/E
8.41
EV/Sales
1.22
Sector
Automobile Components
Category
growth
July & August Portfolio Update: Back on the Mission - Transense Technologies — Top Up
TRT.L (added to position): Transense was topped up by 5,000 shares to 10,000 while at roughly a 15% loss, and SAWsense still offers potentially transformational upside. However, commercialization is taking far longer than expected, management’s discussion of increased newsflow has so far produced only a couple of Translogik distribution partnerships, and a third consecutive profit warning is possible in September. Existing iTrack royalties and Translogik support SAWsense, while the next robotics update is particularly important as a potential route to meaningful commercialization.
Read full article (2 min)