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SEE is now akin to a constipated patient that's been given an enema and then flushed out...the patient is now refreshed, cleansed and ready to run a marathon, almost
Where to begin. Perhaps with some research?
Clue: Main competitor is Swedish and has lost contracts to SEE despite being cheaper.
Anyone know how many direct competitors SEE has? I know there is a huge American one, but reckon there must be Japanese and Chinese ones too. I know SEE operate in China so probably the Chinese already have access to their technology.
S7 - Paul M in the recent Proactive investors interview “we are looking to replicate the kind of deal we did with Caterpiller several years ago and seek out specific market segments where we think we can license our technology and continue to develop a relationship around a growing market segment with ongoing royalties”
Semantics S7.
I guess people could just say Cat type deal to keep you happy or license is shorter.
S7, Paul has used the term monitise and leverage about IP several times before.
Please keep up or at least read or listen more closely.
Better to confirm FY projections increasing to 45-50mill ( which I suspect will be upgraded as the year & deal flow progresses) with recurring revenues increasing to 18-20mill.Licensing deals could render those projections obsolete very quickly & the appointmemt of a young & dynamic CFO is a positive.I am not sure what more we could have expected today & no repeat of TFD was most welcome.I have been buying recently at 4p & under & if the opportunity presents I will be doing so again as I believe we are now very close to pragmatic ( ie not blue sky) success.
Call me an optimist !!
SEE need to come good on this statement -
'Seeing Machines' strategic focus is on leveraging the value of its expansive Intellectual Property (IP) asset. The Company is now in advanced discussions across a range of transport sectors regarding exclusive licensing arrangements with the aim of expediting mass-market deployment in strategic markets, through industry-leading partnerships.'
Advanced discussions, new shortly, obviously have different meanings in Australian or do they?
j19 - it's frustrating fella but these results reflect the bottom of the improvement curve. Fleet is fixed and we can now look forward which is what the market always does
And yet we are at 4p?
'jam tomorrow'..******. We have significant contracted revenues and a dominant role in the DMS market and that makes us a tempting takeover target
Quite uninspiring outlook. Can't see any significant movement from 4p for quite some time. Jam tomorrow sums this stock up.
Webinar to come so Aviation q's must be answered.
ET - exactly. If SEE have nothing to say then they should keep their silence rather than upping expectations. That approach is simply idiotic in the extreme.
"I'm hoping Monday morning is manic as we are all excited by the details in the RNS and Cenkos report.
- FY20 Reforecast A$60m+ is fine for now, current forecast is A$51m
- Aviation News
- License deal update, could be linked to Aviation but they have never said that
- breakeven moved forward FY21 or possibly FY20 (if we have a license deal this financial year)
- funded to profit
#Team 300"
Give me a break...
That aviation news shortly created expectations. SEE need to get better at not promising things until they have a deal ready. Now the market will punish the SP because the expectations were not met. I still believe fleet will save us from more dilution.
Yeah never mentioned it S7
Company is now in advanced discussions across a range of transport sectors regarding exclusive licensing arrangements
Have you even read the results?
Also with $12 million of recurring revenue, which is growing all the time. A large part with blue chip companies as well. In addition a new cfo. I'm hoping we finally get access to some debt facilities if we need short term cash.
'begging bowl will be coming out again for xmas.' That's silly. Keep it sensible. We have around £35m in cash
Need to get the licence deals sealed and some revenue in otherwise with the cash burn and projected revenue begging bowl will be coming out again for xmas.
I believe these results are 'reset' and form a solid base from which to work. We must now assume that Fleet is finally 'fixed' and previous issues have been resolved and dealt with. The next 3 months should see news on more Fovio-DMS awards
A small license deal together with 30000 guardian fleet installations would make us reach break even. They said aviation news shortly 3 months ago. What happened to that?