plastic in the ocean and timeplast startengine

StartEngine Raises That Intrigue Us - April 2024

By davidgyoung | Alternative Investing | 31 Mar 2024


This is NOT investment advice.  Investing in startups is risky whether it is via StartEngine or any of the other platforms.  Liquidity may or may not be an option for an extended period of time. 

Let's see if we can toss out a few names on a monthly basis for people to debate and evaluate and see if this is useful.  At times, we have only one name or zero. 

The types of firms that typically catch our attention are generally based on seeking a potential "bet a little, win a lot" approach where we seek potential "winner takes all or most" outcomes.  We tend to focus on those and avoid battles with low barriers to entry UNLESS the firm is simply executing at a very high level and clearly advancing to a few different potential exits. 

First, a couple of recent posts here on this platform:

When is CHECKMATE - Bitcoin Update

Bitcoin Mega Bull Update

StartEngine Raises That Intrigue Us - March 2024

The Submerge - Ether Merge Debacle

Here is what made it through our screening.  We committed to screening these monthly and this is the result of the screening for this month.  Some of these are repeat names, and that is the way it is.  We don't chase new ones simply to pull the trigger.  We would rather add to winners. 

Perhaps a little blurb about what we will not invest in could be helpful.  When seeking a potential "winner takes all" and vice grip lock on certain economic value, we try to be very strict.  We have to feel it and understand it.  If we don't "get it" in terms of how and why the pieces fit together, then we pass.  This can happen frequently with tech, biotech, medical, and retail.  We aren't smart enough to know all of these details for each industry and products.  If we can't connect all the dots we pass.  If the business relies on hype and marketing we pass. 

Cytonics - OA new method going at the guts of Osteo-Arthritis.  Is this a Zero to One?  OA never treated this way.  Interesting. They recently gained permission to manufacture as well.  They put this out there as well which caught our attention for sure in terms of cash flow and capital preservation:

Through exclusive agreements with two independent manufacturers (one operating in the human market and the other in the veterinary space) we have secured over $4M in license acquisition fees and royalties through 2029, with guaranteed royalty minimums of $400,000 annually, providing stable and non-dilutive capital to fund our research and development of CYT-108.

Here is an update:

We are gearing up for a first-in-human Phase 1 human clinical trial in early Q2 2024

A massive milestone and valuation inflection point.

 

If approved by the FDA, CYT-108 will likely be the first and only disease-modifying treatment for OA, cracking open a $200-300B global market. Having raised over $25M to-date from sophisticated investors, a family office, and Synthes (bought by Johnson and Johnson, a 12% shareholder in Cytonics). You have the opportunity to invest in us before we complete Phase 1 and experience an exponential increase in valuation. This is a time sensitive opportunity that won’t last forever. 

AtomBeam - We've commented extensively already about this opportunity.  Our entry is 8M.  A+ on the way.  CEO says Space Force and Air Force begging them to hustle through Phase II stuff to get the money for Phase III.  Phase III's can be $15M+ EACH.  Expecting MVP of SaaS for commercial use soon. 

TimePlast - A+ looming.  Here is an update:

Summarizing the events of 2023 at Timeplast INC.

In 2023, Timeplast embarked on an unprecedented journey towards commercialization. Your investment has been a game-changer! Thanks to your support, we've catapulted our operations to a global scale, establishing a supply chain capable of churning out a whopping 1000 metric tons of Timeplast raw per month. 

1000 tons per month of not just any material. Timeplast can be extruded, injected, blown, and thermoformed without any modification, all while preserving its unique time-programmable function and boasting ultra-benign absolute water solubility for true planetary stability. 

Timeplast store is now live:

We are thrilled to announce the launch of Timeplast Raw, alongside our awe-inspiring Pabyss; the Plastic Abyss, available for pre-order now on our sparkling new website: https://www.timeplast.com/store

This marks a monumental leap forward, not just for us, but for the entire materials industry. 

Looking to the future, we're not just aiming to compete; we're gearing up to dominate the market with the world's first hyper-versatile, time-programmable material. 

Imagine a single material with the potential to replace all others. That's the future we're building, and it's all thanks to your belief and investment in our vision. 

Pabyss 3.0:

While Timeplast stands as a pinnacle of sustainable materials, our commitment extends to the entire lifecycle of our materials from a holistic perspective. (Click here for pre-order and more info https://www.timeplast.com/store/p/pabyys)

In 2023, engineering of the revolutionary “Plastic Abyss” was completed. This device is capable of instant, chemical-level recycling of Timeplast materials, which will set a new standard in environmental stewardship. 

 

Psyonic - Currently raising.  There was an offer extended on "Shark Tank" at same valuation as prior raise and this one is a bit above that fyi.

PSYONIC continues to grow and thrive. 2023 was our best year ever, and we’re thrilled to share some details:

  • Sales revenues totaled more than $1.5 million. That’s 50 percent growth over 2022.
  • The third quarter of 2023 was the best sales quarter in our history – until the fourth quarter came along. We earned more than $560,000 in sales revenue in Q4. That’s 25 percent growth over Q3 of 2023, and 90 percent growth over Q4 of 2022!
  • Our rate of production tripled. We can now build about six Ability Hands per week. 
  • We also tripled our staff. We're now 21 people strong and hiring a few additional people in a variety of roles.
  • Top universities like MIT, Berkeley, and ETH Zurich bought Ability Hands.
  • Some of the biggest manufacturing, robotics, and logistics companies in the world bought Ability Hands, moving us firmly into the $6 billion humanoid robotics industry. We can’t name them all because we’re under NDA with some of them, but they include Apptronik, Figure AI, and Hexagon. 
  • A giant brain-machine interface company is working with the Ability Hand. (Again, we can’t share the name.) So are brain-machine interface researchers at universities throughout the United States.
  • We were hard at work on what would be the largest federal grant we’ve ever received, which would drive bionic technology for years to come. We hope to announce details on that mid-2024. 

NerdFocus - If you are open to retail and beverages, they have momentum and perhaps an edge and angle on the saturated energy drink space.  There are exits in this space if they do well Monster or someone will be sniffing around.  Not our favorite cup of tea retail or food but intriguing. 

 

 

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davidgyoung
davidgyoung Verified Member

BTC since 2013. Investor. Entrepreneur. Always looking to learn and develop.


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