Member Info for bogyo

The reason doesn’t matter, it’s going lower because that’s where it’s correctly valued. You can only play it to a certain level before most see it as cheap enough to risk buying back in. But that’s not happening. This was supposed to exhaust with lower volume, yet it just collapsed because nobody is stepping in.

Sorry, but this looks awful on every level. And you can’t excuse it by scared PIs.

The only one missing is Reeves to encourage investment.

To be fair, someone probably already got the results this week.

Trying to convince SEE holders to sell at a loss just to jump into another so called leader? If anyone sells here at a loss, they shouldn’t be investing in this sector. As everyone is in the same sinking boat. Better off finding an undervalued defense stock instead.

Tobii might have more upside, but only because it crashed harder, making it even riskier. Honestly, this isn’t your audience, mate. Go pitch somewhere else, sell your dream to the rich.

also a classic pi mistake not cutting your losses early.

but you don’t cry yet early you cry late when you should be greedy. it looks like real **** but no surprise, if this weekly is not saved with demand it is done for longer.

anyway just another march.

btw, magna is not an ii, they secured exclusivity and delayed the mirror, so i blame them more than see for our current situation. they should be buying shares now at an 80% discount and requesting the money back next year. if they’re not doing so, they’re either uninterested in any further involvement with see or simply bad investors, something they’ve proven to be for years.

Finally we caught up with the Australian weekend, and we all saw the flashing lights… Maybe next week, we’ll see some numbers too.

I am certain the complaining shareholders aren't high on his priority list of the shareholders to come and talk to. Whether he can plan news months ahead or not, this trip was likely booked to meet more important investors or to prepare for deals to discuss. Whether it’s about securing investment, or keeping key stakeholders in, we’ll see, but these are desperate times.

At 2.7p selling this to investors should be easy, they just need to try harder. They all have an interest in getting the SP to 12p average next year. They can’t force the SP up when the market and sector are crashing from every angle, but they’ll need to do a much better job of selling the dream to investors.

The only skin shortage I see is on the PIs caught in this, there’s nothing left to take.

Aren’t they supposed to release an RNS when it hits the road?

Still waiting for the Ford RNS, so don’t bother responding.

The exact SP movement we’ve been tracking since August 2021 was closely linked to Magna, even signaling ahead by a few weeks. They’re at the same bottom as we are, likely due to the narrative and buildup of expectations since the VW deal.

With Mitsu, we should hopefully decouple from this one now, though the market either doesn’t understand it or just assumes a similar drag effect as with Magna. Right now, poor communication isn’t helping, and speculation from holders means nothing, the market is in full avoid the BS mode. They need to show the money here strong.

This potentially could be the next hype cycle trigger if used well and they can show something out of it - like QCOM, then the Magna flat, then the ultimate Mitsu hype with the former two materialising.

Just my thoughts, but I bought back here under 2.7 based on the extreme similarities to the covid crash. And only a few made a fortune in that one long time ago.

Right, now just waiting for the Banca Generali announcement. At this point, they should be finding any good news they can rather than kicking it while it's down.

Him saying “volatility and flat continues” changes the message. And since there was no reference to YoY doubling, silence usually means not anymore. Otherwise, why push out the break-even point? They would need 700k in both of the next Qs. I initially assumed volatility could cover this, especially with mirrors coming in, but based on his message, I don’t think that’s the case anymore.

It’s either that, or he needs to stop talking next time, because he gives no confidence or clarity to the market.

The CFO was buying for three years in a row during a straight downtrend. It’s not necessarily negative, but it hasn’t proven to be positive either. The only thing I’d like to see is an II actually buying on the market, which hasn’t happened since Banca nobody knows when.

It’s still in supply, so this stops when demand comes back.

we went from being the most awesome yesterday to worse than seye in a day. plenty of days left until april to become the awesomest ever again and clap.

but why does it always come back to comparing ourselves to seye? being less **** than **** still makes us just ****.

So that makes it eight years in a row, half year outlook rejection and a new low in a month. This has been printing rejection since 21 Jan.

Where are the Magna mirrors selling, btw? That was the projected growth from early 2024, and it’s now dragging the growth down.

It is tomorrow or never. But if not tomorrow then defo next week.

I expect your expectations couldn't be any higher for Wednesday, maybe they've even risen a bit more now.

I’m amazed we still assume they have a marketing team, if they do, it’s pure inefficiency and should be cut. The same goes for communications, with constant mistakes and nonexistent narratives.

Bit of blue, LoL. I’ve been waiting on that blue for two years. Be happy with a bottom for now, it’s long and sloppy.

I thought our QNX partnership was just a dream. I swear I watched a video with a Volvo but still can’t find the RNS, so maybe it was a dream.