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It does not have to be seen this way. Just the way we share links from twitter or linkedin here sharing insights learnt from other platforms should not be taken badly as advertising different groups.
At the end we are all PIs here sharing knowledge and supporting each other. Also KK started his intro that he is in a shareholder position, he did also when joined LSE back in the day.
It might be new for many but having multiple platforms to discuss should be normal with a growing company to spread among different people with different tastes.
Quite obviously there are a lot interested in SEE. When I was suggesting a twitter private chat, I assumed there would be a max 50 ppl interested in a chat group - as twitter has a 70 user limit. Well, great choice on telegram exceeding now 120 users.
Interest should be soon in line with company growth and SP movement as well!
Brockwl, if the volume and move will get multiple bigger the leak itself will look less relevant. If it was a material news leak it will obviously be a sizeable move bigger next week, because it had such a relevant reaction from IIs. So I am just hoping it is a material news leaked rather than a stake building.
Either way a follow up is expected the only question how big it will get.
Better when trade numbers are bigger than the posts on the bb, these are one of those days when everyone here just sits back and enjoys the hard earned research invested.
We all know the true value of SEE is not in the single digits.
This is just the beginning (... and a good old ramp).
double digit in the short term, in the next 12 months I can see a 10 bagger too. I dont have yet more detailed targets as a lot depends on the initial action on the current moves. I think we are in the middle of the A wave only and if not A but W1 then it will go even further.
Time targets I have and thats end of 2021.
Trying not being unrealistic but 2020 was the year and 2020 only delayed to 2021 due to COVID. This is just the start of something big here.
ramp over.
They called a short at breaking a 4.45 and the close was at 4.43 on the day. When its ranging, you better not trade it. Catching a big move makes a whole lot of difference. I wonder where is their SL and whether the Buy trigger will appear again soon, as it should.
and don`t forget as Cenkos pointed out yesterday in their note, XYZ numbers are massively underplayed by SEE. So when the numbers come on the balance sheet they will come hopefully as a surprise in many multiples.
"Seeing Machines conservatively only discusses its Automotive wins in terms of the minimum volume commitments made OEMs to enable the Tier 1s and supply chains to gear up. We believe basing expectations solely on minimum production commitments significantly underplays the value of this business.
We believe the precedent in the Automotive industry is for actual vehicle production numbers to end up at a multiple of the minimum initial volume commitments, often three to four times over the lifetime of a production run. "
"The current share price corresponds to a c21% discount rate which is far too high for a company
with such mature and demonstrable commercial traction and market position as Seeing
Machines. At our new 15% discount rate we get to a new valuation of 8.6p up from 7.2p
previously."
10% discount rate is 17,6p
Cenkos stop ramping.