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Lombard & VSI own 26% and have been in SEE forever & a day. Cant see them letting it go cheap when on the cusp.
FH didnt buy nearly 10% last Year not to make some big money. So 36% owned by these 3 alone and the next 4 funds/Griffiths own a further 15% almost.
Iam sure they all in the same mindset & value it alot higher than it is atm
As it’s been said many many times the large shareholders will decide the value of the company if anyone thinks about putting in a offer, they will have the final say. It certainly will be many times higher than present.
Soulboy, I also hope that a bid is not at this low share price too. But has many have said, SM is potentially a money maker. So why would a suitor not take advantage while the share price is low.
....I didn't get to finish
.... other major shareholders may have other ideas.
Soulboy, totally agree, let the company run a few more years to get to its full potential before a bidding war.
However, as I know from what's happening at my own company, other shareholders
David - “Unless we suddenly get a series of big RNS announcements, I still think the takeover option is more likely from a buyer who wants to take control of this market swiftly.” - I really hope that’s not the case - at 7p a share what are they going to come up with 10p, 15, 20, more?How many takeovers can you name where the bidder went double, treble or quadruple the current share price. A quick look at historical share premium % showed 2018 hi- tec at a 50% premium to the targets average pre bid SP- so IMHO SEE really has to run independently well into FY2024/5 for us to get anything like true value otherwise we are all going to be mightily disappointed.
He said that when federated Hermes bought haha, then raised more. He also said before all of that that fund raising wasn’t in the 3 year business plan.
Things change is all I’m saying and I wouldn’t be surprised if we needed a bit more to get us over the line, I just hope its at a premium price.
I seem to recall Paul saying after the last fund raise ,that the company would not release anymore shares ,and the big boys would have to buy them off the market time will tell
As far as I recall they are well funded into next year, at which point they should be owned by a larger company.
Also, a company cannot continue to fund raise indefinitely, otherwise those invested will grow weary of the dilution and go elsewhere.
Further, both Institutional & private investors are aware of the dismal share price over the last four years since it's peak in June 2018 and now expect a flow of RNS news and the next financial year forecast before parting with more money.
Fortunately, the forecasted DMS market share for SM is looking very understated, the after market business is on an upward trend, and the Aviation business as so much more to give to the bottom line.
I know everyone keeps saying this, but something has got to break soon!
There is still approximately 20%-25% of shares out there owned by private investors. That is one billion or more shares waiting to be traded at a fair price. We have all got our own idea what that means , especially those who understand the value of this once in a lifetime investment.
Unless we suddenly get a series of big RNS announcements, I still think the takeover option is more likely from a buyer who wants to take control of this market swiftly. We can only hope that we get a bidding war.
Probably capital raise time again, thats the only time you see them, plus there’s not enough shares to buy on the open market unless they double the price
First come first served ii's, SP won't hang around waiting when others start buying.
Tick tock!
Updown
Lets hope we see some buyers start popping up & a rise in volume from next Week.
Hopefully aswell as introducing SEE to new investors, hes managed to see past ones hes been working on.
Fingers crossed volume climbs and news comes next Week :)
Let’s hope that he has taken his special contract signing pen with him…
Also, notice the only CEO noted in Niki's Special Thanks was Paul Mcglone? The rest are all either Stifel representatives or those of other funds.
Oh, to be a fly on the wall in that meeting!
Now that Stifel have had the opportunity to show case SEE with the mighty Paul showcasing / preaching our story. I wonder if we'll see more ii buy in over the next days and weeks?
Good thing about this news, is the ii's will all be well aware of the opportunity, question is, who buys first. It's now a race to get in before others do imo!
https://www.linkedin.com/posts/nike-klara-aab0b039_stifel-stifeleurope-technology-activity-6945820051442733056-eVwu?utm_source=linkedin_share&utm_medium=android_app