Added to YB: 2026-10-07
Pitch date: 2026-10-02
TRT.L [bullish]
Transense Technologies plc
+13.58%
current return
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 6.7M
Pitch Price
GBP 0.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.65
P/E
-63.79
EV/Sales
1.39
Sector
Automobile Components
Category
value
Portfolio Update — 2 October 2026 & latest thoughts - Transense Technologies plc
TRT.L (added to position): Added 5,000 shares at 40.4p, taking the holding to 15,000 at a 46.8p average. A conservative sum-of-the-parts supports 40-45p per share, near the current price, while assigning SAWsense only £0-1m and little value to Continental. Funding risk has eased, but commercial execution remains the main concern: SAWsense commercial revenue grew about 28% yet remains below £1m and behind management’s scale-up hopes.
Read full article (5 min)