Member Info for buffettology

Are we linked?

If there is another strategy at play here to let us go for a song after saying that the plan is to dual list (I imagine we'll end up there) then that would be beyond dishonest and taking share holders for a ride. So, come on See whats the story!!

Despite being super optimistic about our long term potential, these declines are not easy to live through. Not sure whether there'd be merit in the company putting out a note tomorrow re the trading being inline with expectations as there could be some unease/worry that the results have been pushed back to the end of the month (despite this being within the rules)? Anything is worth a try to prevent this going lower!!
The hardest thing to stomach is that we've had so much progress since we reached to dizzy heights of 12/13p and are far further forward on a journey to market domination and cash flow positive. Come on See help us little share holders that have propped you up through to the point that the Institutions have realised the potential!!

Also every analyst report has this share way above its current price and all have conservatively priced it! Won't take much for this to change!

Sorry to have to state the obvious, but this fecking Aim! If you want steady shares go and buy some crap in the Ftse 100 or stick to premium bonds!!
This will go up as quick as it goes down! The feeling coming out of the See camp appears to be very positive - just review all company updates on You Tube! I doubt Mr Brown would have been allowed to have purchased all those shares without having to prove to Lombard execs that this is going to explode! Think about it!

Baxter- Brown and wider Lombard team haven't taken a short position with 46m shares mind!! Ha

Let them shout about there tiny deals that are probably China related and then we can shout about the rest (the other 70%+). We will have news before results and its going to be darn good

Well dry Jan is over so let's hope we get some meaningful announcements with figures before the half year results!?

Fully funded to profit and we have no debt. I'll repeat - no debt!! Touching distance of profitability and 700-800 m of contracts to be announced by August!!

300+ revenues locked for auto and Fleet profitable. At worse it would x5 the auto revenues so 1.5b approx

My concern is that american investors can't get enough stock on open market and are not interested in fiddly small amounts.
Blooming hope the company don't go for a 20p offer or they may aswell give the company away for nowt

Perhaps a contract update would have been better. Seems the sp is still in decline at the mo!?

I repeat if the business plan has changed then they would have to have let us know. 2023 for breakeven. If you have an issue with the facts write to the company and see for yourself. Do you honestly think that after all the work to tidy their corporate image do you honestly think that they'd leave a big issue like breakeven slide or try and fool investors!? Come on!!

By my timing its looking like feb/March for the kicking off of OEM awards to be announced. If they were talking about a significant level of interest in terms of requests last summer then perhaps its reasonable to assume 6-8months before these requests are turned into signed deals.

...should be seeing (excuse the pun) a double whammy (breakeven and all the news flowing through) this year/next (at the very latest)

Unless I've lost the plot (which is entirely possible) there would need to be a market update illustrating that there's been a change to the current business plan should breakeven not be in 2023 and be say 24 or 25. It would be very misleading if they were not totally clear with investors. I am sure that institutional investors have loaded up knowing that breakeven is within touching distance plus all the OEM news to be released which should also lower the risk ratio

The question on everyone's lips!! Despite a very frustrating week I'm still confident that all announcements (OEMs) will be made before finals and I've a feeling that there's a huge push behind the scenes to get as many fleet deals in the bag as possible given that this area is profitable and that aviation is taking forever to secure meaningful deals that provide cash now to hopefully get us to breakeven sooner (and again get ahead of market forecasts). I can't recall the figures that we need to breakeven but we must be getting very blooming close considering its next year. Like it or lump it - the market (as in the UK based markets) operate differently to US based - they traditionally only value a company with a PE record which correlates with being breakeven/in profit whereas in the US companies can merely have a pulse and they'll get ludicrously valued!! For new or old investors don't underestimate the power of having a profitable enterprise and don't get brainwashed into thinking its all about the book-build - no sane company is going to be bidding for See at 50p when we are at 10p! However, get us to breakeven and according to the forecasts we should rerate to anywhere from 20p - 40p then the opportunity landscape becomes more optimistic!! So, I guess what I'm saying is - we should arive at this point this calender year (as it straddles both financial years) the question is when, but hopefully given See has beaten forecasts/projections more recently then we have every chance of significantly relating in 22!

Must be some See!!

People will be shocked how quick See will re-rate but its coming. One or two bits of big news will cause brokers to re-adjust forescasts/lower the risk ratio. Just remember that existing broker forecasts are pricing See very conservatively and ignores the fact that we are the market leader. Throw in a deal with upfront dosh (in addition) and this could fly! This is the year. If it doesn't happen I imagine many will be questioning whether the right personnel are in the driving seat!?

Given the European Ncap timelines I wonder whether this is putting pressure on OEMs to get their house in order and if so perhaps we will defo get all deals announced before end of year?
Also it would be nice if the company (Paul and others) put out another interview. By now (most years) there's a Proactive video.
This might be a stretch but perhaps the website could have a refresh and it would be nice to see some customer testimonials talking about the lifesaving/changing tech across all verticals. Fleet - Cat, auto - GM/Ford, aviation - Collins.