Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Where are your well constructed or rather constricted points ......ah yes.....you can't provide none.....except for piggy backing on those made by others.
PM44 - I've got no intention of letting go for a few more years, unless I'm shoved off.
I can't say that I'm particularly enjoying the ride, but I can SEE where this is probably going to.
As for the green blobs? - dunno, they're green blobs.
Shallwe, no pain no gain! Hold on that fence a bit longer.
I'm with isb and Beef on this, in other words, the top of this fence is getting very uncomfortable.
PM should stick to moving pallets in warehouses, he's not cut out to realise any potential here......
Auto revenue pushed back..... fleet moving at the pace of a forklift....
That last interview was diabolical....he looked like he'd been raving all week.
Well constructed points ISB , we are all here for the one reason , but what upsets me is I still find there are a large number of holders/posters who cannot stomach any other opinion than the party line , and any other thoughts , concerns or comments that you may have are decried from the heavens , This board is becoming more like Animal Farm each year , as always , have A GOOD day
Beef - think you will find all 5 points were well before Covid - most of them 2-3 years before.
The closest was the aviation deals which were announced to be imminent back in July last year, 6 months before Covid
So no I haven’t been living under a rock thanks.
But as you come to mention covid then perhaps you might like to consider that that will delay things and therefore it may be 2-3 years before we get to 20p because that’s what you are criticising me for isn’t it - the fact that you think we will get to 20p quicker than I do?
At least we agree it will get to 20p so not sure what your Beef is to be honest :)
ISB1974 - have you been living under a rock?
The reason is called COVID-19.
Everyone can have an opinion guys, just because mine differs from yours it doesn’t make it wrong and yours right.
I do listen to the senior management, read RNS and broker reports. Remember these;
1) forecasts of 80,000 fleet installs
2) no need for any more fund raises
3) 6 RFQ’s to be finalised by June 18 was it? Or 17 - can’t even remember now
4) imminent aviation deals
5) Deals with CAE and L3 by year end
And if I dig back I’m sure they projected breakeven by 2021 at some point in the past.
Just because they have said auto revenues are going to double every year doesn’t mean it’s going to happen.
As I have said before I hope I am wrong and we see 20p+ well before 2-3 years time and I would be over the moon with £1 in 2-3 years time, but a lot of people were predicting that 2-3 years ago and yet we are still at 3p :)
If it was nailed on, don’t you think someone would have bought us by now?
Beef
Crystal balls are so yesterday. I've always preferred modern methods such as RNS (which sometimes there's a shortage of) and interviews with very senior people in organisations. I've often wondered why people don't actually listen to them, really listen to them, however each to their own. I also, as a support, like to use the tried and tested PE method.
So, without a crystal ball, even without one additional contract win, assumed 80% profit on Auto sales, and Fleet actually doing what it's supposed to I get pretty much in the middle of your future predictions, after two years and after 3 years, yes, double the following year.
And that is without any more wins of any nature. Interestingly, if as The Tieless One said, if it doubles every year for the next 5 years, that would mean booked business is actually triple that stated. Shame that isn't in an RNS!
My crystal ball reckons SEE will be 20-25p in 2-3 years.
Can someone else’s crystal ball check which crystal ball is right.
If, my crystal is found out to be wrong, I want another crystal ball to challenge the other crystal ball.
Oh wait… Sorry its not a crystal ball it’s a shiny chicken egg
There are many examples of single digit penny stocks suddenly gaining momentum and before you know it hitting stability in the 40-50p range. And **** ones too where their projected revenues don't come anywhere close as to what SEE have projected in the next few years. Not our fault the market is so fixated on L5 dream scenarios and the next exaggerated promise from Elon, doesn't mean we have to sell out cheap when we can just wait for the penny to drop.
isb
Really? And what new business what SEE have to win to get to 20p in 2/3 years?
£1 really? a 32x bagger? You are having a laugh.
That will never happen because if it was looking like that was a possibility someone would buy us well before that.
30p per share max and that won’t be for another 2-3 years.
If we finally get some license deals or contract wins with aviation and more Auto OEMs then we will be pushed towards 20p and then someone will offer 50% more at 30p and they will accept.
If the company is as good as people think it is on here then there will already be people sniffing around so it could be sooner than 2-3 years if we start banging some contract/license deals out within the next 6 months.
https://simplywall.st/stocks/gb/tech/aim-see/seeing-machines-shares
For anyone new to this share please do your research and check out a platform like simply wall street before selling. The fair value of this stock is over £1 GBX. This technology will be a necessity in logistics and construction within 5years. The potential of this stock is incredible. My only concern is the CEO paul mcglone..but il leave that discussion for another day.