Member Info for buffettology

Are we still on for break-even fy 23 or has the business plan changed as a result of all the planned business in the pipeline in terms adding additional costings etc?

Think we need to be careful here all! Are we sure that the version of snapdragon that's been announced actually contains DMS!? I can't see this in the description. Snapdragon doesn't necessarily mean DMS - depends on what version.

Ambarella is at around 27x sales @$6bn! Apply the same metric to See (incorporating all revenue) and we'd be north of $9 bn!

Pop predictions:
It will start to rise significantly when more deals containing figures are announced but won't explode until we have a clear picture of the revenue projections at year end.

White paper?

Probably not a it doesn't contain contract win figures!! We need these too please See and particularly the QC ones. They are announcing so why can't we or have they secretly jumped into bed with Smart Eye and these are theirs!!??

If we were on Nasdaq we'd be minimum $4b valuation and that's conservative!!

And our markrt cap is still 400+ million!! This doesn't make any sense at all. Undervalued by a staggering amount!!

These deals must be adding another initial 200-400million to auto?! Could be much more!?

Come on See get a bloody grip and announce these QC wins and also if you've made progress in China via QC then that'd be nice for the market to read/absorb too.

Why haven't we announced this yet then?

Another monster of a contract to be announced via Veoneer then!!

Comparing this years predictions to lasts gives me the feeling that we are all pretty confident that this is the year we finally test new levels!!

Tobii = garbage

Maps whats your price prediction?

Possibly the fact that today compared to a few years ago there were more investors in this market (small caps) and with brexit, perhaps we are still experiencing the hangover of that!? Generally small caps especially those below 500m are of no interest to the main institutional base as they are too fiddly and liquidity is a massive concern add that to the fact that (according to many observors) most institutions now have virtually zero small caps in their portfolios as funds are virtually closet index huggers compared to many years ago. Recipe for disaster!! However, someone somewhere with half a brain cell (the US market) will work out our true value!! Aim will start to wake up soon once we cement that pipeline and verbalise it well enough.

Blue I'm with you on that forecast. To me it totally defies logic if we win a few more hundred million contracts which tells the market that we have domination of the field/sector and that we won't be way above where we are now. Its obviously a different company in a different sector but look at the earnings and booked earnings of ITM power and their current market cap. I get that it may be difficult to value See now but how on earth can we still be at around 400m when we will soon have revenues of around 70m annual revenues nd booked revenues (which are guaranteed to come through and no won will take away from us) of way over 400m. Unless I've had too much alcopops that is anywhere from £1+ and if the board wanted to give us away on the cheap then its 50p+. Comments are welcomed.

Anyone know which episode covers See? There's one recently but not much detail.

Can anyone recall whether or not See was tipped in the same way to out perform in 21 this time last year?

An we put pressure on Mr Hill to cover the stock on his next show??!!