Member Info for AConceptIsABrick

KBW101 - Why are you still on here commenting if you sold all of your SEE shareholding "at the top" ?

Sounds like it’s just a load of hot air when the SP only goes in one direction …

With this SP going one way only, it seems it’s all just a lot of hot air anyway…

What is the general opinion of PI’s here if PMG doesn’t exercise his share option rights by June 2023 when they will expire ?

Is there a chance that auto and fleet legislation to make DMS the new safety standard may be pushed further back yet again?

Mindfulness over mindlessness….

Judging by the sombre mood on here today, I’m unsure if I should ask this. Does anyone know how to re-watch the investor presentation from PM please? I missed it earlier…

I admire the confidence of people thinking that there may be a queue to buy this. However, in the cold light of day, what is for sale;
1 A well known but very badly tarnished brand.
2 Some rapidly reducing cash which will DEFINITELY be quickly further reduced when the professional noses involved in the review/sale process get their noses in the trough.
3 Outstanding and as yet unquantified regulatory issues.
4 A management team considered by almost everybody to be hopelessly inadequate for the job.
5 A rapidly reducing and presumably totally demotivated sales force.
6 A newly created financial services division that will burn cash for at least 18-24 months.
7 A letting division that is losing landlords.
8 An expensive head office overhead.
9 Technology that has proved to be inadequate.
Good luck to those private investors piling in hoping to make a quick buck.
My view is that a “fair price” is probably about 5p a share, and that hardly any of the companies suggested as likely “Runners and riders” would touch this pile of poo with a long stick.

And insightful, why aren’t all the II’s buying up shares? This is what I just don’t understand.

12p for me please - although I hope I'm wrong and 280p wins...

When a horse is knackered-the kindest thing is to shoot it. Who’s got a gun?

…..is not user-friendly at all. It feels like a clunky website from 1990, and the number of adverts for random junk that pop up to interfere with the user experience and won’t seem to go away is desperate. I expect more from a website which provides serious information about the stock market, and whose users contribute valuable and informative information. Sadly, I don’t think that there is an alternative.

Excitedly accepted my invite to the online PM presentation of H1 FY 2023 Results on the ‘Investor Meet’ platform on 7th March at 2pm. Should be a good one!

*now* you’re talking !

It’s a great shame that these BB’s attract people like Phil01 who wish to talk about Donald Duck whilst serious posters want to talk about the genuine prospects of the company!

Listened to the highly articulate and very interesting senior executive from Qualcomm setting out their vision for the car industry and the speed of change occurring. Obviously part of their strategy in 2023 will include a comprehensive M+A program, and logic would certainly suggest that SEE could easily be on their radar of possible targets, together in truth with many others. A possible advantage to Qualcomm from a SEE acquisition would be the opportunity to also get an entree to the aviation industry (although in truth little actual news has so far emerged from SEE about any material progress). Whether SEE would in the next 12/18 months justify a price that Qualcomm would be prepared to offer, and the SEE board feel able to recommend to shareholders I have my personal doubts, but who knows as things could change quickly if a string of material contract wins occurred this year.

Christmas Day 2040?

….or they’re a new competitor that is really overvalued - which is more probable!

Brilliant interview with the Group CEO who exudes confidence in the future of the company and clearly demonstrates his complete grip in both the U.K. (now only 12% of revenue) and US. Great shame for long term holders of the shares that the overall markets have been in a fairly miserable in the last few days causing the potential substantial upward re rating of the shares to stall somewhat. Still, in my view, one of the very best companies listed on AIM, and currently materially undervalued.

@sgreen - I thought that Ncap requirements for OEM’s were mandatory and not just recommended guidelines ?