Outlook: Game-changing NFC technology
In the last 12 months Thinfilm has moved from a company developing its core memory based products to one that has demonstrated wireless temperature sensors and received the first commercial orders for its EAS and brand protection products. This transformation is in part thanks to the acquisition in January of Kovio, whose NFC technology was integrated with Thinfilm’s temperature sensor in only four months and whose relationship with Nedap helped generate the first EAS product sales. While these developments mean the company is in a significantly stronger position than at the time of our initiation last year, we have increased the contingency in unit sales to de-risk forecasts and as a result our base case valuation falls from NOK19.10 to NOK17.03.Thin Film Electronics is an electronics group based in Norway. Co. is engaged in the development of printed electronics. Co. commercializes printed rewritable memory and creates printed system products that include memory, sensing, display and wireless communication. Co.'s products include memory labels, storing digital data on a thin, rewritable label; brand protection solutions, consisting of adhesive labels that generate a distinct forensic electrical signature; sensor labels, which sense information and store data; display labels, low cost display media to communicate the information stored in the ThinFilm Memory; and NFC Smart Labels.
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