Member Info for buffettology

Are they not able to buy now? What's the deal?

Interesting but he is bith referencing a specific set of stocks (those that will survive world wars and depressions, have high barriers to entry, generate masses of cash) as well as buying a good index (S&P 500) and sitting tight to let the companies do the work and generate good returns for investors.

Unfortunately despite us all believing that See's economic moat is non penetratable this will only seem real when we are beyond break even and generating strong cash flows. It is then I believe we can all sit back and say turn off the screen as there's nothing to worry about as this will grow and grow or be taken over.

Cash

Slightly concerning as he has said before late 2022 re was running out?!

Is this accurate?

Difficult to forecast but as this will bring breakeven forward and predictions on what this would do to the sp?

Any reason why See haven't gone to town with their tech being in the Escalade? Are we missing a trick here?!

Interesting. Partnership?

Any reason for no RNS? https://www.cnbc.com/2020/02/04/gm-unveils-new-tech-savvy-cadillac-escalade-suv.html

Aim wont but the american market will for sure. More mature investor audience and really love a good compelling story

Seriously stop spouting utter nonsense. People saying they have had such chats with Ken is complete crap. Either stop lying or move to a different board. I hope the regulators are reviewing these boards periodically to go for those that are spouting all kinds of rubbish!! Sort it out!

I imagine that Paul does want to protect his reputation so dont expect him to be spouting crap that wont be delivered. I'm confident lots will happen this year and the deals will have a material impact on revenues.
Also, Paul will not want to talk nonsense just at a time when he is 'corporatising' the company and getting the american investment community to wake up to See.
This is being turned around and unfortunately you cant rid these boards of the impatient or clowns!

Hello America we are Seeing Machines!! Nice work!

Totally agree that a seat on the board would help. Although if you care to take a look at the share prices of both those organisations they have that strategic function with they dont appear to be having much impact!! Although, who said investing was a 2 minute job!!
Anyone able to unearth info on the fund to see how well it performs?

Has anyone had direct comms with the buisness to understand whether there will be an update?

Perhaps I've not woken up yet, but are you suggesting that you're confident that the growth rate has accelerated sufficiently and that the measures that have been put in place to address the cash issues will be evidenced in this imminent update to tell the market once and for all we are on track and are not carrying problems?

Cheers Seeing, let's hope they start moving post the market update we are all waiting for to understand progress and the market to truly believe fleet is fixed!

Just an observation in the recent IG interview PM talked about complicated programmes of work currently underway. In that sentence he referenced Aviation. So, if they are currently working through the compicated programme of work in aviation with a simulator company (as that element of aviation is the most mature) then surely they would have to announce it? so i can not understand the delay. They either are working on the contract or they are not and if they are blooming announce it!? I'm about to reach for the bull**** buzzer!!!!

I wonder when the market will wake up to the potential!? Seems like we needs bucket loads of patience!!

When is the NCAP protocol coming out?