Report

Update: Full steam ahead to producer status

Thinfilm made major strides in Q2 in its evolution from a research company to a product company, with a trebling in EAS tag production and reporting the first significant order for NFC Opensense. We expect more positive order newsflow from the Opensense and EAS products over the next six to nine months as well as benefits from de-bottlenecking and capacity expansion. This, along with greater visibility as the market reassesses Thinfilm as a product company, should alleviate recent pressure on the shares.
Underlying
Thin Film Electronics ASA

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.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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