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yes nothing to do with the fish, nothing fishy about me. I bought in yesterday surely we will double the money in 2023 and then i'm gone. Judging by his words CFP is a shareholder that cant only see positives hence why created a second account and uses this one to spit poison... HAVE A GOOD DAY
CFP - I have been listening to your drivel now for months on end and honestly I am bored. Most serious followers have probably red carded you but I keep you live for some alternative views as I think you can offer some sanity in this strange world.
BUT I seriously think we are on the cusp of something brilliant and I think your negativity is now starting to annoy me.
Personal views but generally I just love the diversity of the of posters views and opinions on this board so keep posting but I hope one day you will love SEE for what i
t is
What you talkin bout willis....cfp and his new pal:)
That idiot cant string a coherrent sentence together and he's no pal of mine!
For the faithful......you mean the sheep right?
Dont get tied in with this friends and we are all the same fantasy....one side is making bucket loads of money without taking any/much risk and the other side are gambling loads of money and taking all the risk....it's easy to be friendly if your the one reaping all the benefit!
Most everyone has family of some sort and nobody can wait forever so thid is your chance to make it clear that you wont be expecting to attend another investor event.
Supply chain issues my ass.....if there genuinely were supply chain issues then i would suggest it was SEE snr management/bod who were at fault and not the supplier!
Safe stocks has always been confident of our success ,as have most we long term holders .I appreciate the frustration of some but we must now really be at the inflection point from where each of our 3 divisions are likely to grow strongly ,with increasing revenues & margins & rapidly moving towards breakeven & profitability .If we achieve the Cenkos target of 20p I am sure we will all feel vindicated & look forward to further (& hopefully rapid ) growth thereafter .CFP & his new pal clearly doubt our potential & should perhaps sell & relieve themselves of their frustration .I am sure that there are some amongst us who have been happy to add again at little over 5p.
Let’s hope there will be positive newsflow ahead of our meeting next month .
Perhaps Paul & Naomi will host an earlier breakfast buffet for the faithful
Will the real Seeing2020 please stand up?....In the meantime, here's a phat track for you and your pal CFP: https://www.youtube.com/watch?v=TB54dZkzZOY
Cfp is or should be green blobbed. Waste of eye usage reading his drivel
Yada Yada Yada
Difficult to run an R&D business without some R&D ...
The issue is not spending R&D per se - surely?????
The issue is return on capital employed [ROCE]
If they do Avionics deals then imo return will dwarf cap employed.
Logical view on aviation from Safestocks. Paul has emphasised licensing model for aviation. Let others do the heavy lifting now that SEE have created the market. A lump sum upfront and recurrent license revenues appears a good way to deal with this part of the business.
Rubbish....pat nolan etc have been all over the world at exhibitions, conferences, demonstrations ete etc with heavy logistic costs, factor in the commercial, administrative, engineering and the most expensive technical side, the costs must run into millions....in the financial statements they might have factored these costs in with auto/fleet but they are what they are!
Its impossible to do all of that work without it costing a lot of money.
False fact warning. SEE has in fact not spent much on Aviation at all. This has been repeatedly emphasised that Aviation has been developed with minimal staff & $. Payback from Avionics product / service imo wd massively outweigh such small costs
The big money has gone on R&D at Fovio & Fleet (& the costs of marketing Guardian)
By all means make bearish arguments but prefer it if you don't just make up unsubstantiated BS to support your pov
Get roy keane down to the investor meet and lets see menon try that ramping on then!
Lets go:)
Well I would say someone called ColdFishPie suggesting a CEO should be eating ColdFish sarnies is irresponsible ramping of chilled seafood.
Its only a great article if you want to put hype before making some money....its irresponsible ramping if you ask me.
He could have easily said that he was worried that see had spent a fortune on aviation and that no deal seemed to be forthcoming amd pmg statement about creating the opportunity could be viewed that see are struggling with a deal.
Menon and barden should be welcomed into london like a dose on the Monkey pox:)
And although big pmg might want to enjoy a nice business class flight over with some merlot amd prawn sarnies he should be going be to Oz with a rocket up his ass!
Show me the money indeed......jerry mcguire was forced down that route because he made an ethical business decision, what would it take for the seeing machines bod to do that!
Maybe a bit of shareholder skeptability:)
His section on rerate is worth a read -
Share price to re-rate
I think that such news, when confirmed, could be the catalyst for a huge re-rating in its share price, given the fact that:
It is likely to involve an upfront payment that could be significantly larger than the one it received (US$17.5m over 4 years) back in September 2015, when it signed a licensing deal with Caterpillar.
The ongoing license revenues, even if low double digits would likely run into tens of millions of Australian dollars each year.
It will absolutely confirm that See’s pilot monitoring provides crucial safety benefits in yet another transport sector, thereby giving chip manufacturers another reason to acquire it in order to diversify their revenue streams. It’s a model that can be replicated in other transport sectors; most notably marine.
Great article from Chris Menon over at Safestocks
https://www.safestocks.co.uk/
CEO Paul McGlone turned very bullish in a recent promotional video interview with Proactive Investors in which he stated that in aviation he is committed to licensing out SEE’s technology to one or more partners: “We are going to be working through significant Tier 1 avionics partners to deliver our product to market. We have created the demand there so it’s a very strong proposition for the partners that we are talking to,” he confirms.
It surely cannot be a coincidence that after downplaying the significance of aviation in a prior interview McGlone has now become much more bullish. Certainly, my sources are confident of success and so I’m optimistic that an announcement on a licensing deal is ‘IMMINENT’.
As to who it is, the obvious candidate is Collins Aerospace (part of Raytheon Technologies) with whom it is already working closely.