Member Info for AConceptIsABrick

Surely you can’t possibly believe that the SP will rise from 10p to 100p (plus) in only 6 months?! I’m sure that would make the LSE record for its fastest ever rising stock!

He did mention that he was looking forward to growth this year and out to FY2030 (is this a typo which should read 2023?!) so I wouldn’t have concluded that they were seeking a TO to achieve that growth - its not reliant on a TO for it to be a achieved

https://www.redeye.se/events/815788/autotech-seminar-2021

Redeye have announced this auto seminar online to discuss the exciting developments in auto right now - companies that will be presenting include Polestar, Acconeer, Garo, Smart Eye etc…..

Might be a useful one to get an idea of what others are doing and Redeye analyst expectations…

https://www.cnbc.com/2021/08/31/apple-could-sell-1point5-million-electric-cars-by-2030-bernstein-speculates.html?__source=instagram%7Cmain

Why are Smart Eye winning contracts yet we still haven’t heard anything?

In my extensive experience, world stock markets have a very large number of hugely sophisticated investors, many thousands of whom are sitting on huge sums of money, able to take very long term views on share values-hence the often astronomical values achieved by many pre-revenue or pre profit companies. If therefore markets had any serious confidence in SEE achieving levels of revenue and profit, much speculated on this BB, the current share price would already be several multiples of the current level and although a share price of £1 or more is most definitely a strong possibility-and probably actually a probability, achieving same requires the company to not only win, but be able to RNS, major long-term contracts with a large number of Tier 1’s setting out clearly the financial impact. Until then, with relatively few exceptions, serious investors are clearly happy to sit on their hands.

Thanks Terry. Looking forward to the action! Been waiting for 5 years like many on here - it’s a real endurance test but feels like we’re on the cusp of something great…

Do we expect any news this year or will it likely be next year?

May I suggest that the board of directors of SEE urgently consider changing their UK brokers, as their most recent research note was nothing more than a regurgitation of the company’s own RNS. There is absolutely no evidence of any major UK institutional buyer having been introduced by them over the last 12 months when international interests in the stock has substantially increased, evidenced by two major placings to US funds. Additionally, the brokers TP still continues to completely ignore any value for parts of the company such as aviation which is lazy and a total joke.

Here are some basic bullet points on the NHTSA technology requirements.

https://www.madd.org/press-release/10-things-to-know-about-the-drunk-driving-prevention-technology-provision-in-the-infrastructure-bill

We do still have 3 years to wait until the NHTSA research and then mandate whichever alcohol detection system they think is feasible though.....do you think that PM was implying that it won't take 3 years to be passed ?

https://www.engadget.com/infrastructure-bill-drunk-driving-technology-173739727.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFVoHybLI9CCHNxdyZd8RWUJSIKVQsgPd_L9JQ2jWBShWD3J37qwWxVYB8dGaNC2CoGPNDS2DuCz-y_ZSdE1EhiIhUmpf7UA1WweSt0P2-oGm1g2Cg3-TA4pxsjDrtWU0vWdTKVd0qNSd_tnWpHRoc1OC8487FSSWrRdETo1K1qs

https://www.fool.co.uk/investing/2021/08/09/heres-why-this-penny-stock-jumped-almost-30-last-week/

On that basis I guess you wouldn’t have invested in Amazon then, during their many years of loss making. Good luck finding a ten bagger with that attitude

Why are so many people selling shares ? I don’t quite understand it when we are on the cusp of something big….

Panmure Gorden had a TP of 28p on 2018, I didn't realise it hit 30p, but that was based on the upside from the auto opportunities rather than Fleet as they stated they thought Fleet was a distraction from auto and had zero value. Seems absurd that Cenkos are still regurgitating their 16p. I remember PG also recommended that SEE stop giving public guidance on forecasts and design wins until everyone internally knew what was going on! Perhaps that's why SEE have been less than forthcoming with PR....

Does the $900m RFQ pipeline focus on only the high end auto market, or the low and mid as well ? It's very encouraging that this number (of RFQ's) is expected to increase at a similarly significant rate over FY22.

PM mentioned that they look forward to "closing the current RFQ's and announcing new wins in due course." Is there a deadline by which quotes need to be tendered, reviewed and then appointed across the industry ?

Yes, let’s hope so. Maybe he is on the phone to Adam Jonas…

I’ve started setting my alarm for 6:55am daily again…..the next 6-12 months are going to be exciting !

Has there been a proactive interview today ?

Are we expecting a “large portfolio” of newly won contracts to be announced soon? Or is that in reference to an OEM announcing some ? Let’s hope it’s the former!

Why is there such a big spread today? Getting a bit fed up with the MM price manipulations…

Do you think it’s because they don’t know what the gross revenue will be from these contracts ? Is it because they are optional extras in some models that they can’t predict ? Stock market is forward looking so you’d think that people would wake up and smell the coffee…