Member Info for buffettology

Hopefully once the figures have been sorted this will have high operating margins and a high level of return on capital employed! Who knows this then may attract the top institutional investors!

Are we in agreement that the majority of contracts will be announced in 2020? Aviation and remaining OEM's. Sounds like 2021 could be awfully quiet!

Well perhaps it's taken Paul coming in to get things moving!? It appears that maybe another type of contract had been discussed previously which was unworkable and they've then had to do a uturn!!?? I do recall him saying such.

Seeing2020 I can trace this aviation simulator work begining around feb/March 2018 so they've had much time!

With the market only closed on xmas day and boxing day there's still plenty of opportunities for See to land the super RNS!

https://www.trustnet.com/news/7457324/value-investing-died-the-day-microsoft-listed-says-scottish-mortgages-anderson

Let's hope that we could be the Microsoft of the sector in the future!

Fingers crossed!! Well I guess considering how chuffed both Paul and Pat appeared in the last video i think we could be in for lovely surprise!
Perhaps a daft question but I'll ask it all the same - should this deal be significant and sort our breakeven position out will See start to be priced by the market based on future cash flow projections?

Let's hope his version of material mirrors the Cat type value!!

Still cant workout what he meant by this year? 19 or financial calendar year! Opaque tonbuybthemselves time I guess!!
Also what are we expecting the numbers to look like in the jan update?

After checking back on RNS's inseenreference to See entering into commercial agreement with L3 Training Solutions last January update so we could hear something soon!!??

Just take your mind back to the Cat deal. I think this would have taken yonks to work through before announcing. I hope you're right though as we all need the sp to shift after being shafted by the company with the 3p raise. It's the feckin least they could do to restore confidence and start to appreciate long term shareholders.

I doubt that aviation news will come in the next month or two. I think if it comes it'll be much later, as if you pay close attention to all video updates they say that they've only recently reversed how they structure deals with getting upfront payments. Therefore a deal of such magnitude wouldn't be constructed over night!

Use your heads now all. Why would a company like Missguided recently agree to a commercial deal with Koovs to sell its merchandise on its website if Koovs was going to the wall!? No chance! The commercial agreement wouldn't be drawn up to cover a period of just a few weeks either, as there would be zero point to doing so. Wake up all news must be around the corner of positive funding

It doesn't make sense that funders will pull put when they have been of the finances all along and they have said they will honour their commitment!!

Perhaps a larger free float will eventually attract more institutional investors as many will not invest in those with a small free float?!

Would a late buyout be on the table?

So you're saying that if the company turns a corner fundamentally and is firing on all cylinders then the sp should not be hampered by the free float?

Not sure of this has been dealt with but does the amount of shares in issue act as anchor to our sp? Concerned that even with good news the sp may not go bonkers!

You beat me to it Seeing2020!! Great quote that is always re quoted by Terry Smith Fundsmith!

We've had a taste of what the share price can do when positive news flows! We just need to hope that all is cleared up corporately and any positive news that's released will start to propel the sp to dizzy heights!