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FY25 auto revenue 248m at 30% market share
"Value of automotive division still underplayed
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. Clearly,
whilst COVID has highlighted the fragility of the anticipated start dates of these (we have again
adjusted down our near-term production and per vehicle expectations as highlighted in the
table below), 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. Also, there is little to be gained and much to be lost if one
overplayed its position in the highly competitive automotive supply chain. We believe this
explains the highly conservative language and expectations from the company compared to our
expectations and those of other market commentators. "
There will be surely some sell off reaction from UK investors who want to save their cash position. Positive results could somewhat offset this. It would be nice to see a reaction that SEE would become a safe heaven for this period though.
I appreciate the keyboard warriors work here. Whoever they are. It makes the research of this board an exceptional read every day.
X10 on aim is real but x6 after a x10, now that is totally ridiculous keyboard warrior ****.
Remind me later, how we are doing.
I wonder what went through their mind when pmg was pitching to them at the yearly top, was it about the time of 4.5/4.6p And they agreed to buy at 4.1p. Just looking at the chart this year from 1.45p what convinced the II(s) that there is a momentum in this moving up more and buy at this top?
No good news can come out of this for sure. IIs will be slapped on Monday with some bad news.
Buy signal today, interesting. After two failed buy/sell the buy is triggered again. They will be right now, but I am just ramping.
"Signal Update Our system’s recommendation today is to BUY. The pattern finally received a confirmation because the prices crossed above the Stop Loss level which was at 4.46, and our valid average buying price stands now at 4.57. The previous SHORT signal was issued on 21/10/2020, 6 days ago, when the stock price was 4.21. Since then SEE.L has risen by +8.60%.
We cannot deny bullish sentiment in the market anymore. It is wiser to hear the call of the market and change positions accordingly. The bullish stop loss is finally confirmed and a BUY signal is generated. It may be now the right time to be part of this boost and bullish market sentiment by joining the growing bullish crowd. "
It would not drop 10% just on admission. It drops on news drop on admission ahead and as you said suply and demand which usually drops ahead of it. Well it did not for SEE, because it causes more good with new investor enagagement.
Only your shareholding will dilute. And the company increases their cash position. It moves up in this case the mcap as the sp did not drop. So your target valuation should move lower for same news. However if additional news would increase your valuation the whole mcap target will move up.
Cash position increases, earlier profitability, new contract values added. All good news.
Why would anyone be selling understanding that it was "strategic"?
I mean do what you want you might get lucky, i dont really care. PIs dont move the sp. IIs do.
Whatever spin you are trying to put on this cfp all the potential bad news are now eliminated. Moreover the biggest bad news turned up to be brilliantly startegic and positive to the sp attracting new investors.
This will fly whatever you do.
That britishbulls comment today made me chuckle. This share is not for overtrading for sure. We are in an uptrend till ath reached. You need to consider larger cycles and stay in till that breaks. Otherwise you can end up with an apology:
"The previous SHORT signal was issued on 21/10/2020, 5 days ago, when the stock price was 4.21. Since then SEE.L has risen by +7.53%.
It was definitely a day of high anxiety for shorts watching the sudden bullish move. The bulls now have the upper hand in the market. This bullish enthusiasm caught us off guard without the forewarning of a bullish pattern. Our previous SHORT signal didn't work out. This happens. Sometimes, candlestick patterns falter. We owe you an apology for that, but this is exactly what we have the stop loss mechanism for. The bullish stop loss of the last bearish pattern is triggered today."
Fundamentals are really strong here to support a significant move up now.
Chart is only telling me this will be above 7p in this move we started today but if it really extends it can shoot higher. If the 5.6 resistance broke it can run free up anywhere. News will fuel any move.
There is now no shadow of any bad news now on this share. I cant even imagine anything to **** this up at this stage.
Flexing point is now.