Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Between 1999 and 2009 holding AMNZ was tiresome for 10 years. It went from 110c to 5c then ranging between 60c and 20c ended 35c in 2009. Based on that anyone held AMZN should have taken their profit at 140c in the next rise ending in 2009 after 10 years of holding in that ranging corrective cycle.
The next cycle from 2009 was then bullish and it is still today sitting at 3400c.
You can run the analogy with a lot of successful shares out there.
It is all about the trend and what cycle you are in.
SEE has started an uptrend in the beginning of 2020. Based on previous cycles it will run impulsive now, and will finish somewhere before the end of 2021. There are and will be corrections in this cycle, but this is just the start of it and the trend is still very bullish.
No need to come out and whine every time an impulse corrects and resets for the next leg.
Why is smokey2 desperate?
Because he is commenting 13 post today morning on a share he apparently does not even own.
Because he says that he sells but every message lands at a very bottom of the SP movement. At almost every bottom, but still he has endless amount of cash to buy when he wants.
https://ibb.co/7Nk1n9L
So when does he really buy?
What would you do if you would be sitting on a lot of cash (as he says) and you want to buy in cheap but there is no volume to buy? Trying to convince people to sell, scaring others that it will drop?
That is what smokey2 does. You are so insignificant, mate and you are being just a d.ck about it.
Now really which one would you buy now? The overhyped SEYE with a mcap of £230m, or SEE with mcap of £140m with all that you know?
Focus on the now and the future guys. Sell if you would not buy at this moment.
We touched the low this year on SEE and we are in an upward momentum and we will take out our previous high in this cycle.
Honestly, this correction is heavily truncated but still everyone looks like had enough and just want a straight up move. Normally it should have gone down to 3,6p already.
Then unexpectedly turns and everyone becomes jolly and Smokey goes on a 2 weeks break again.
SP does nothing, guys, volume was sh.t all week and now just pokes down for liquidity to trigger more volume to move. It is still bullish, and we will be moving higher in a few days.
I added sell marks on the smokey SEE chart. You are really desperate today, you are just great at this!
Cenkos only values based on contract numbers. Fleet is in the cashflow as part of that valuation but aviation does not have numbers to stick on. All numbers are underestimate the worst cases in projection, so really we should be sitting at 7p now. This should change after results I am sure.
SP went down only a small % to correct previous rise and we are already in the oversold area. A great jumping point from here is coming.
Take it from britishbulls today:
Stay Long
"The market is not rosy but our bullish bet is still valid. There is not a definite sign to disturb your comfort. "
if 4.9p breaks I expect it rising towards 7p from here.
https://twitter.com/temperowkamusic/status/1315577830525136897?s=20
Everyone should be able to count that we are not heading to 7.2p anymore. SEE figures are based on 23% OMS and Cenkos target is still on 30% DMS market share with the new cherry of OMS not even added yet.
"
Comment: The development of Occupant Monitoring was always expected on the
company’s technology development roadmap. However, the news today that Seeing
Machines’s world leading technology enables both OMS and DMS to be offered using
the same single camera is likely to be seen as game changing in terms of costs of
adoption for OEMs. Achieving an accurate, low latency and high availability safety
oriented DMS from a camera offset from the driver such as in the centre console or
rear-view mirror is challenging, and is a leading differentiator for Seeing Machines.
Achieving this with a portion of a wide field of view camera is even more difficult and
shows just how far ahead Seeing Machines’s technology is from the majority of the
DMS/OMS offerings. The competitiveness of this joint DMS/OMS solution for OEMs
rises further when combined with the processing cost reduction from the Seeing
Machines Occula Neural Processing network. As such we see the company’s implied
target market share for OMS of 23.3% as a highly conservative target and that it
could well win a similar market share in OMS as DMS, where the company’s current
target is 30% (and this remains the basis for the Cenkos valuation of 7.2p/share at
16% discount rate). "
Come on guys, give the tweet a like or retweet. I am always amazed that we can achieve 19 likes here on sharing and discussing the same article, but CB`s tweet only gets 6 likes. Seriously we need to expand our support!
There are many investors out there on twitter looking for opportunities like SEE.
https://twitter.com/semicast_res/status/1314815879213916160?s=20
Fair enough today morning is not a large volume yet but the SP is also just drifting for 3 weeks concluding into a breaking point (either way but I would say it will break up based on previous movement). Scenario could be also that last week when we talked was 4.6p today it is 7p and if you dont make up your mind next week its 10p. If the fundamentals are so strong convincing nobody cares because in a year this might be 40p or £1 and PMG gave his pinky promise for the big boys. Free float does not just sit around for the II`s to do their research. However when the SP breaks up I am sure they are clever enough to have algos to buy in instantly. But I get what you are saying that you want to see signs of accumulation ahead of any big move. I am just saying on the low time frame this will move somewhere and might just finish the move and correct before big players start consider accumulating at all maybe just next year at the next Stifel secret meeting. They had their days already so SEE also needs to prove that this baby can move. And when the PIs start selling taking their profits the II might even just start buying because it is the nerve racking perspective of the long term holding to see where it can potentially end up.
Lombard and VSI would need to be convinced to let them dilute for other IIs buying in at any discount placing. If results are positive what would justify to do that? Just buy off from free float or from others selling onto small profits (like isb would do). Probably this is not the way it is with these II`s but anything in preparation I would not mind whats happening in the interim when the end result is big.
I dont think placing is in the cards.
it really wants to go lower now, just about hanging there. I think 7.9-7.8p will be touched before it goes back to 15p or breaks above. Going lower would be still a healthy correction to complete. I have a great scenario for that and why this should probably happen. I am pretty sure long term holders have no worry for a correction to run through. At least I dont. Prepare to buy at these drops now.
they removed the tweet and reissued, I wonder what was wrong with the previous?
https://twitter.com/seeingmachines/status/1311678531617906690?s=20