LoginSignup
imagem de perfil
Totileo
@Totileo
8Mês·

Bundeswehr becomes user of CA-1

previw image
www.hartpunkt.deCA-1 von Circus Defence – Bundeswehr beschafft KI-Robotik für die Truppenverpflegung
8
23 Comentários
imagem de perfil
Balance seeker@Balance_seeker
8Mês
Este ação está na minha lista de atenção, mas ainda tenho receio que se esgote o dinheiro antes de se tornar lucrativa. Acho que vou esperar mais uns meses.
•
3
•
imagem de perfil
Charmin@Charmin
8Mês
Now I've wasted five minutes and taken a closer look: Calling this thing "autonomous" is actually a brazen lie. You obviously have to pre-cook the pasta, the vegetables have to be pre-cut, virtually everything is pre-prepared. As I see it, the thing just throws things together and heats them up.

Sorry, guys, that's gross nonsense. And this nonsense about "AI native operating system". Good grief, what nonsense.

Nene, I stand by my judgment. It's a money grab. At the latest when people start doing the math.

More Red Flags:

Why can't I find any videos on the site - from order to table? They already have customers from Rewe to Meta - why is there nothing to see?

Then the areas of application. It says "schools". Really? A dish takes 4-5 minutes. Even if four or five dishes are made at the same time, I can feed maybe 20-30 pupils in one break. What's that supposed to mean? That's completely out of touch with reality ...

And then the name alone "Circus GROUP". Sounds like you want to appear bigger than you are.

I'd better stop looking at the site or I'll be writing here until midnight. No offense, but to me it looks like startup hype where people think the idea is great (I think it's great too, but not realistic in terms of implementation) and lose sight of the numbers.
•
2
•
imagem de perfil
Charmin@Charmin
8Mês
They buy one of these things for catering outside the opening hours of the trade fair?

A vending machine with snacks/sandwiches would probably have done the trick. For a fraction of the cost.

It's crazy how the federal government (sic!) wastes money.
•
1
•
imagem de perfil
Totileo@Totileo
8Mês
I have been watching the share for a while now and will wait until the investor conference at the end of January to decide whether I want to take the plunge. The average target price is around €35, which gives the share a potential upside of over 200%. The target for this year is 100 - 200 robot sales this year.
••
imagem de perfil
Charmin@Charmin
8Mês
@Totileo If they sell 200 robots, I'll eat a broom.
••
Cuba@Cuba777
8Mês
@Totileo fyi target price is given by analysts/firms that diclose a conflict of interest, you can check that in the documents :)
••
Ver mais uma resposta
imagem de perfil
Totileo@Totileo
8Mês
On 27.01.26 from 18:30 - 20:00, the SdK (Unabhängiger Verband der Kapitalanleger) will hold a company presentation as an online event.
online event. You can also find the link to register via the link below. I am curious what will be told.

https://sdk.org/leistungen/unternehmenspraesentationen/27-01-2026-circus-se/?date=2026-01-27
••
Cuba@Cuba777
8Mês
@Charmin your red flags analysis is completely accurate, I mentioned this is a scam company, unfortunately many got IN following their ridiculous press releases. Please try to look what’s left of the China deal for thousands of robots.
••
Cuba@Cuba777
8Mês
••
Cuba@Cuba777
8Mês
12 June 2024, have you heard any updates since then? This is what I meant. Fabulous press releases and then 1 robot at Rewe 😅
••
Cuba@Cuba777
8Mês
@Daxhund pla if you got in exit before it’s too late
••
Cuba@Cuba777
8Mês
O comentário foi eliminado
Cuba@Cuba777
8Mês
@Daxhund

Check the banks and analysts behind those ratings. They all disclose conflicts of interest: they’re paid to issue them. Unsurprisingly, the ratings are uniformly stellar. They also pay to appear on certain podcasts and at conferences to pitch the story.

P.S. Impressive how quickly you had those six links ready 😄 Makes me wonder if I’m the janitor and you’re in investor relations?
•
1
•
Cuba@Cuba777
8Mês
If you’re convinced, wish you all the best! We talk again at 45 (or 4.5 😉). Jokes apart, nothing to loose on my side, so wish it goes well for you! :)
••
Cuba@Cuba777
6Mês
@Daxhund cheers from your favourite Circus Janitor :) are you buying cheaper? :P
••
Ver todas as 6 restantes respostas
Utilizador eliminado
8Mês
O comentário foi eliminado
imagem de perfil
Charmin@Charmin
8Mês
@Daxhund Any bet that this will not happen or that the running costs for the "chef" will be significantly higher than expected.
•
1
•
Utilizador eliminado
8Mês
O comentário foi eliminado
imagem de perfil
Charmin@Charmin
8Mês
@Daxhund Has anyone ever seen this thing in action? Really working in continuous operation?

And then this AI talk. Where does this thing have AI? Has it been trained with millions of hours of cooking? I don't think so. It's an oversized Thermomix and nothing else in my opinion.

I also wonder how many different dishes it can cook. And what the price per meal really is in the end and how many dishes the thing has to cook to pay for itself.

Too many questions, too few answers - ergo: air pump.
•
2
•
Utilizador eliminado
8Mês
O comentário foi eliminado
imagem de perfil
Charmin@Charmin
8Mês
@Daxhund This has nothing to do with AI. It's robotics. Programmed processes, how the arms move - if there's a trained model in there that can cook non-programmed food on demand, I'll eat a broom. With style and all the trimmings.

100 dishes a day (365 days) equates to net sales of around 340K in two years (assuming an average gross wage of 5.50 euros).

From the 340K we then have to deduct the ingredients, maintenance, staff, repairs, electricity ...

And the thing is supposed to be amortized in two years? How much does the appliance cost? 50K? Then I believe it. But I don't see a price anywhere.
••
imagem de perfil
mco@mco
8Mês
••
imagem de perfil
Charmin@Charmin
8Mês
@mco Ok, that was the last piece of the mosaic. If such a thing makes 100 dishes a day, then there are more than two euros(!) in licenses per meal. two euros! How is that supposed to pay off for the operator with an average price of 5 euros?

Spoiler: It doesn't.

They will never, ever be successful with this model. A few fools (like our government for the Bundeswehr) will buy it, but nobody with any sense.

They will go bankrupt.
•
1
•
Participar na conversa
Registe-seIniciar sessão