Member Info for buffettology

Redindi you think 500m sooner?

I'll go first with my guess - around 500 million but hoping for a bigger one

Is this down to capital flows into FTSE AIM which is up 7% since the election or due to a genuine change in investor sentiment towards See?

https://citywire.co.uk/funds-insider/news/blue-whales-yiu-skirts-flotation-flops-as-bubble-takes-hold/a1278694
These companies aren't even generating profits! Imagine what See could demand when profitable listed over there!?

Cheers Terry. Try not to enjoy the fruit machines too much!

So by the end of CES the sp should be in double figures then!!!!! Ha!!

Are we likely to 'see' any cars with the tech in them in this conference?

As you eliquently point out Eyetracking theres a nice little pipeline that's visible to those that are able to look at See with a logical mindset!
Those that cant see the potential have to diluded or they are playing the game to try and lower their entry price. It's quite simple, this is going places so if you want to be invested in the company that is changing the transport safety landscape for the better then come aboard!!

Well said Eyetracking! Facts are the facts!

I'm not totally convinced the market believes fleet is fixed that's why PM has made so many references to this in his presentations. Once there is concrete confirmation that it is then confidence will be reinstated! Then everything else will be a bonus. Therefore this upcoming statement is critical. Investors do not want to be chucking money into a company that can only reach profitability by growing sales and revenues. It wants reassurance that it can control costs etc

Within 2 years we'll be sharing this board with those from the states as NASDAQ is where we are heading and soon!

The sp will be x and we will be millionaires!!!

I watched the Fin Cap interview last night from 3 years back (Lorne Daniel) and even then they were saying that See had around 30-40% of the market OEM. They even mentioned aviation too. It's now just a matter of time before all falls into place so perhaps 2020 will be that year

Interesting write up. Points out the drivers for growth and also captures commentary on listing in the states.
https://quoteddata.com/research/herald-investment-trust-shifting-sentiment/

Just looking at the Independent Investment Trust and knowing that Max Ward has over £30m invested in the trust and he has a significant stake in See is rather comforting!
This trust for many years also outperformed Scottish Mortgage. I think he knows his onions!!

Just looking at the Independent Investment Trust and knowing that Max Ward has over £30m invested in the trust and he has a significant stake in See is rather comforting!
This trust for many years also outperformed Scottish Mortgage. I think he knows his onions!!

Apart from a holding in Fundsmith this is my only stock. I guess you can know more about 1 stock than you can of 10 or more #conviction

Is this 2.4% rise down to the supposed capital flowing down from the main markets or people buying in anticipation for big news?
If you were PM and said news will be this year would you ensure to get the news out before the end of the year?

Ha ha 'charade'! Nice description!
The cat will be out of the bag soon and hopefully they'll look stupid and See will be the cat that got the cream and won't be able to stop licking itself!!

Cheers, very valuable. Great group this for info. Not like others full of trolls!!