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The new ceo seems quite straight to the point (no fluff) so let’s see if the deals he mentions do come to fruition this year. I’m optimistic about the future, it’s just this blooming auto market correction is doing me old head in!!

Perhaps there’s an urgency to alter the strategy to license more aggressively in anticipation for a slight slowdown or that they may need even more capital to weather any projected storms!?

I have may own assumptions and predictions. The quicker they get to break even the quicker the market will start to view this in a positive light and it will then be on most fund managers radar. At the moment there’s only a few interested, which isn’t enough. The aim market is completely having a hammering too which doesn’t help. Once brexit is out of the way (regardless of outcome) there should be a resurgence of interest aim. Now, if this coincides with an improvement in fundamentals then look out! Remember 2013!? The stock didn’t have to do much to get to around 7p+. Then, they may decide if there’s a run and the market cap reaches 400+ then they could decide to test the water and dual list.

All just thoughts and I’m likely to be some way off more like!

This is where I was coming from.

Completely get that our starting point is from zero but we will want to to get mass market penetration is we are to hit the dizzy heights of Mobileye type valuations. We have yet to see the concrete NCAP guidelines yet either. I’m not sure that they are alien to the current issues in auto, so therefore in light of this go for a more gradual implementation phase. Then where does this leave See? Further to wait for cash flow whilst though trying to create some large deals with aviation and locomotives (which I think they’ve been talking about for ages). Current cash takes us to 2021 then are we in loan territory or more equity.

Not trying to put a dampener on the future, it’s just there are so many unknowns. One thing is for sure that regardless of our market, we are market leaders and have a dominant position.

Have we factored in the auto slowdown in projections at all? Any idea how such could impact on cash flow to break even? Assuming all projections so far (analysts) are on the conservative end anyways!

Is it October we are expecting the specification for dms to he announced?

I recal the great Peter Lynch saying that his best investments are those that he's held for around 6 years! Let's hope we don't have to wait 6 years from now for the result we all anticipate! However, what drives shares is the earnings growth, so we may have to wait until the revenues start to flow from auto before we can high 5 each other!?

Giving back all our gains?

Before we get a little over excited about possible valuations, it may be worth reminding ourselves that any offers are unlikely to be at a massive multiple to where we are now. In a years time maybe, but now I can't see (excuse the pun) it! Not sure if there's many examples of aim stocks going for at some 5 times their market cap value!?

Antenna group only recently been added?

Notice in the video DHL trucks are visible!!! Wonder if one talks to another!?

Softbank must be aware of See surely!?

Who would be the best placed to purchase then?

Interesting! Any relationships with other similar companies in this space like DHL?

Anyone wanna take a stab at valuing the data that See own?

Safe to say with all that is expected and pending legislation etc... this is a safe hold for the next 5 years?

Important to remember that this won't be on many institutions radars yet but will be soon if we increase market cap. Many institutions wont look at companies below a certain market cap!

Be interesting to know how much he feels See should be worth now!?

Be intersting to see who else starts to appear on the list soon! This company wont yet be on people's radar. Intersting too that the level of institutional investors in this space (small micro) is virtually dead compared to where it was many years back. Portfolios used to have a tail of small micro but this has appeared to have died off. I'm waiting for the resurgence. Until then this and other stocks that have great prospects will trade as subliminal lows!! I suggest you take a glance at Gervais Wlliams books, who funny enough was one of the first investors in this stock I believe!

This will blow the rise of Asos out of the water then!

You don't think the massive injection of shares will have an impact on this £3 target?

Wonder how quick we will hear re licensing deals and these could be the catalyst as through this the break even could be brought forward as well as less reliant on a further fundraise!?