EDISON EQUITY RESEARCH: THIN FILM ELECTRONICS - SET TO RIDE THE NFC WAVE

Thinfilm (THIN) is the global leader in printed electronics, which is a low cost and highly scalable method of creating smart labels for the Internet of Things (IoT). In recent months the company has announced a slew of pilot orders and partnerships with leading brands, consultants and packaging companies, including global drinks giant Diageo, labels leader Xerox and a major global FMCG producer. On a six- to nine-month horizon, we expect Thinfilm to translate this into strong growth in order volumes leading to a likely uptick in earnings forecasts and stock valuations

Thin Film Electronics (Thinfilm) commercializes printed electronics and owns key patents for printing rewritable, non-volatile memory and printable NFC circuits. It also licenses technology from others to develop complete printed systems.

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