Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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Cash flow breakeven on a monthly basis is forecast for FY 2025. See's Pat Nolan delivered the aviation deal, PM got us a great investment from Magna along with the rearview mirror. We have Gen 3 being sold and are going to hit 3m cars on the road this financial year imho. As usual you're spouting without having done much research.
Sir Alf Ramsey came in for a lot of stick before England won the 1966 World Cup. Nervous nellies need to stick with SEE as they are the World Champs at DMS.
A couple of RNSs and the price will rise. This stock is far less risky than it was 6 years ago when Bosch wanted to buy it.
Marketing is not the issue - the issue is PM with his over promise and under deliver strategy.
The market wouldn’t be looking elsewhere if PM had delivered the things he has spouted out of his mouth.
Because he hasn’t delivered no one believes him now when he comes out with timescales for breakeven or market cap projections by the end of 2024.
If he was a premier league manager he would have been sacked by now!
Soz updated url
https://im-mining.com/2024/02/08/cat-dss-evolving-and-growing-rapidly/
Hi chat board saw this from Cat - shows some interesting developments including rail.
https://im-mining.com/2024/02/08/cat-dss-evolving-and-growing-rapidly/&sa=U&ved=2ahUKEwiEo43F17iFAxXl6wIHHUn1ALEQFnoECAgQAg&usg=AOvVaw0YqUuPWnuqWbYXHqNV9_hb
When the little-known pharma firm Redx announced plans to delist from the London Stock Exchange’s AIM market last week, it issued a familiar refrain.
“Despite completing some of the largest AIM capital raises for biotech companies in recent years, Redx is still liquidity constrained on AIM,” Jane Griffiths, chair of the board, said in a statement.
“As a result, we believe our current market valuation is not reflective of our track record or future potential and is not conducive to raising the level of capital required for our growing clinical portfolio.”
Redx is trading down nearly 93 per cent from its flotation price in 2015, not helped by the sharp fall triggered by its announcement last week. But rather than being an outlier, the tale of RedX has become an all too familiar one for London’s beleaguered bourse.
The number of firms listed on AIM has cratered 30 per cent from 1,104 to just 742 since Redx debuted in 2015. Last year alone, AIM suffered 78 cancellations and a further 15 in the opening two months of this year.
This seemed to have ramped up in recent months, as just today, London-headquartered e-therapeutics announced it was leaving the exchange for Nasdaq, citing a “lack of UK institutional interest” and “risk appetite”.
Alasdair Haynes, chief executive of challenger stock market Aquis, said: “The London stock exchange is all about winning today’s unicorns, but AIM should also be about getting growth businesses. The problem that I think they have is that their model really hasn’t changed for 30 years.”
According to data from the London Stock Exchange, just ten new firms have floated on AIM since the start of 2023.
Meanwhile, takeovers of AIM companies have jumped 75 per cent just in the last year, reaching their highest point in 12 years. Some of the 35 included the buyouts of Hotel Chocolat and asset manager Gresham House.
The London stock exchange is all about winning today’s unicorns but AIM should also be about getting growth businesses. The problem that I think they have is their model really hasn’t changed for 30 years.
Alasdair Haynes, CEO of Aquis
The numbers underscore the existential crisis currently facing London’s junior market and the challenge facing policymakers and regulators in reviving it. Like its bigger sibling, AIM has been rocked by the volatility that has shaken the public markets, but its issues run far deeper than a momentary downturn.
Cash has been flooding out of UK-focused stock funds in recent years, losing £14bn alone in 2023. This has dragged on firms at the smaller end of the market and spurred a wave of opportunistic dealmaking.
Liontrust’s Anthony Cross, who manages one of the only funds that invests in AIM companies, said that while takeovers and moving to the main market are positive developments, even those choosing to delist is “not always such a bad thing as long as existing shareholder rights are not abused”.
“W
And head of PR Sophie doesn't even return messages... or if she does, it's after an incredibly long delay!
Sad, really.
snippet
aim is******.
sure if on nasdaq may be double or treble already.
not many usa fund managers would bet a bean on aim iam sure. even mostly not allowed to. need this on a decent platform and stable over $500m mcap to wake up ppl
Totally agree
Their marketing needs a complete overhaul, no one know what Seeing Machines does or who they are outside of this arena they play in. Huge scope to leverage of big brands like BMW, Mercedes Magna Collins Aerospace etc.
The best person by far has been Colin Barnden who has been banging the SEE drum but lots more needs to be done.
I look at some of the social comms for Seeing Machines, and it has virtually zero reach. You Tube videos with a few dozen views etc.
It shows how much potential there would be for a proper awareness campaign, if someone invested a bit of attention to it. However, at the end of the day, the product is strong enough and eventually hard numbers will matter.
In the meantime, this board is one of the only ways the public can find out about SEE - and why the usual suspects here spreading negativity and fear have an outside influence on how this company is perceived.
The solution....sort out the marketing. It's an open goal. AI, electric cards, major clients...sort it out.
Maplinman - These are my figures for cars on the road. I have plotted the last 9 figures and applied a polynomial trend line. The graph predicts the next set of results will be 1786996. obviously my graph does not know about BMW or VW so may well be better
Q2 Q3 Q4 Q1 Q2
9 10 11 12 13
1,528,208 1786996 2067796 2370608 2695432
Great post. thanks!
Https://www.youtube.com/watch?v=wGlTZrZ1d8k
https://www.youtube.com/watch?v=8JjYg1I4bp4
I believe more will follow
Well, you doubtless saw the discussion started by Aaron and my view that we hit 3m by the end of this calendar year. I think Colin Barnden is playing it safe as doesn't want to give away his special sauce for free.
What disappoints me is the knockers on here refusing to put forward any figures/research. Some of you, not all, are better than that.
Buick unveiled the Enclave three-row SUV, which is set to start deliveries later this summer as a 2025 model. The third-generation Enclave adopts the new design language previewed by the Wildcat EV concept and will feature a new four-cylinder turbo engine. Larger inside and out, the all-new Enclave features an upgraded technology package, including the hands-free Super Cruise driver assistance package.
https://www.autoevolution.com/news/all-new-2025-buick-enclave-makes-debut-with-new-turbo-engine-hands-free-super-cruise-adas-232103.html
Ah Sandy....me old mate🤗
Lets not go into it but apples and pears, MI etc are on a different trajectory than most shareholders here....a lot of PI's have built up their holding over 10-20 years and over leveraged themselves as they considered the opportunity compelling. Im not saying MI wont care about his money but his investment is equal to 1-2 years salary whereas many pi's have a substancial proportion of their 30 year pension and savings here...so you can see the difference.
Anyway, did anyone see the question about stockpedias Paul Scott in the QA🤷♂️
Paul or Martin have asked to be interviewed by Mr Scott when he has time😁
So what are they going to tell him in an interview that was not readily available in the IM presentation, i know what I would be telling him....fro!
Up your performance and do your talking to the market, this is not a game of snakes and ladders, do your job or move on and stop taking the big bucks under false pretences.
Where's this telegram group when you need them.....they must have been infiltrated at an early stage to have this much volte face...wakey wakey✊✊✊
New content on LinkedIn plus on their website, looking promising.
Magna's Driver Monitoring System goes beyond simple alerts—it's like having a co-pilot that truly understands you. By tracking eye and head position, monitoring driver attention, and assessing fatigue levels, the DMS technology not only detects risky behaviors but actively intervenes when danger seems imminent. Learn more: https://bit.ly/3xunl6n #DriverMonitoringSystem #RoadSafety #Innovation #VehicleTechnology #SmartCars #FutureOfDriving #ADAS #TechTrends #MagnaInnovation #JustDrive
Dear Cold Fish Pie,
“Well, do ya Punk?”
Regarding your comment referencing Mr Martin Ive's ability to work numbers... have a look at how much of his own cash the man has invested in Seeing Machines.
Unlike Dirty Harry, Martin Ive's 'Magnum 44' fires hard cash. So, “...I know what you're thinking. Did he fire six shots or only five? ...You've got to ask yourself one question. Do I feel lucky? Well, do ya Punk?”
Will you go away forever if he does...?
This is also a company with a £50m annual overhead.
Do you really believe that Martin Ive is going to get that overhead down enough to break even this year?
Well do you punk😅✌
To be fair, they are always around when there is fear mongering to be had.
And to be fair, these are fear mongering times. If only you could find an AIM share that is showing growth potential at a time when confidence in AIM shares is at an all time low. Hmmmmm.
This is not a mining company.
This is not a company looking for a biological breakthrough.
This is a company with a product.
A product that is getting installed into everyday use.
This is a company with regulatory tailwinds and exemplary technology.
As Baxter would say…..
…..Exciting Times Ahead :)
Bout time we announced something SA ?
https://www.linkedin.com/posts/seeing-machines-latam_visionariosdelsafety-safety-seguridadvial-activity-7183456141165613056-Nh4_?utm_source=share&utm_medium=member_ios
Here come the fear spreaders.
At end of last quarter ending Dec 31 so that would be under 500 k additions in the 2 quarters to end June. Would be very underwhelming but no surprise given the inability to surprise on the upside which has been prevalent here for years
I would say it’s 99% certain breakeven will be pushed back - they never hit any timescales
2 million by End of June will actually be rather poor. We are already over 1.5m, which only suggests less than another 0.5 million, showing quite poor growth.
I thought the next 2 KPIs were supposed to be awesome given BMW and VW are joining the party. If that's the case it will be another Auto revenue miss, and breakeven pushed back further.