Member Info for buffettology

Yeah the break even comment is bang on. That will see a flurry of new investors and a re-rating.

Someone knows something!

Wonder if it will come with any figures?

Thoughts please all!! PM mentioned in his last update he hadn't got the calculator out to work out the projected impact of Qualcomm, so when do you think See will announce the potential impact?surely he'll be under a little pressure (put on by himself!!) to announce something!?

In terms of unloved. For those interested checknout the latest comments on this by Nick Train in Finsburys annual meeting on YouTube.

If other companies can be valued at above 2billion on possible projected revenues it seems mad that See wouldn't be considering all the positives. I suspect that when an aviation deal is announced this will have am immediate positive as no aviation revenues have been accounted for. Also, over the coming years I believe the UK market will have inflows as it is still very unloved compared to other markets! That should also help!!

Also way before the Qualcomm deal was announced that a capital raise wasnt in the companies plan!!

Very honest assessment. I really can't see so many institutions buying in recently if there is any indication that the company will need to undertake another capital raise!! These guys aren't clueless and they know whats coming!!

Awesome cheers! Sounds like PM wasn't wrong with the level of American investor hype

Where did you get that info?

Poor old Max. You can seak help for that anxiety (why we haven't git 5p yet) mind. Free on the NHS love, but given the pandemic you'd be waiting a little while!!

I've got next year down as the year when it will really motor so totally expect a year of sizeable volatility. For those that get all too emotional about the volatility go an invest in bonds or chuck it under the mattress!! Aim is not the place for you.

Seems like there's some solid investors onboard - Slater being one! Without looking through all RNSs have these bought into over the last year or so or have been onbaord a long-time?

Nosebleeds above 5p!ha

What do we reckon is RG's average?

Be nice wouldn't it!? I guess I'd also like to see someone like Giles Hargreaves appear on the register too, but perhaps in time hey!?

Interesting that we haven't yet seen more US based investors appear on the register considering PM's comment about being inundated with queries?! Perhaps I like others are a little impatient!! Listening to a recent Katie Potts interview it would appear that UK tech stocks (those listed on UK markets) have not quite risen as much as those on other markets. Perhaps then we will eventually see more American and others wake up to the value!?

For those that think SEYE come anywhere near our quality then they need be reminded of the words of Twin Town - f**** off back to noddy land!!

Simple for me. Have SEYE got the relationship we have with Qualcomm? Nope!!

Whats coming in 10 days then?