Member Info for buffettology

65p spike 75p

We enter 2022 with the huge 1.1b pipeline set to be announced (which should be before Easter but considering the pace of the auto World I'd say before end of year August). This alone as the news drops will force the brokers to lower the risk ratio taking the new forecast to say 30-40p . I'm optimistic that big deals will be signed in aviation/fleet which should bring breakeven forward from 2023 to the later part of 2022. This should have a doubling impact on the share price, so if we are then at around 30pish you're looking at 60p + (maybe more) by year end. Remember that we've been promised a detailed forward looking statement at year end too and we should get to hear more about the dual listing by then as well. We all know what happens when an aim stock becomes the centre of attention too, so we could be even higher than my prediction.

Breakeven brought forward perhaps?

Also the brokers target is 19p and that's without any more of those contracts being announced (1billion plus) so CEO remuneration package will prob need revising as its very much out of date

If this was set when the share price was around 3-5p then no not really. Also I imagine when we get to 2023 then he'll have a new target (or sooner). Be interested to see that given the company won't be selling out on the cheap and they are heading for a dual listing.

This nonsense spurting will only go on for so long. They need to clear on distinct car models won. Shareholders will leave this crock of crap (Smateye) once more news drops from See. It would be nice of Paul etc al could use the next Prosctive to clear up any confusion in the way it reports etc which will undoubtedly further help the mass exodus of investors from Smarteye and more to join the See party

Mid 2023 aligned with breakeven. What's everyone thoughts?

.....just remember that when mobileye listed they had revenues of around 360m. By the time we'll dual list this we will likely be double that with a great aftermarket and aviation strand generating decent dosh. Put a value on that!

Not eating to write the remainder of this year off as news could be released for sure but next year will be our year with all the pipeline set to be released before Easter, hopefully the aviation deal with plenty of dosh upfront, big progress in aftermarket after heavy investment and at end of year results we've been promised a detailed revenue roadmap which I imagine will be needed to present to all those American investors in preparation for the dual listing!!

To all those (including myself) who feels slightly disappointed with the share price after the announcement of such fab news - remember that the laws of economics will play through in the end. There is no way that the share price will not eventually correlate with the underlying value of the company. It may take longer for the world to wake up than we thought and it may take a dual listing but in the end the valuation stars will/must align.

Soul - how much more contracts will need to be announced for the wolrd and his dog to wake up to what we've already banked and to apply the right valuation metric?

What the ef is going on? We annoince the biggest win we've ever had and the market reacts like this?

Thought's

Annoying though as they're not trying to help the sp rise by not updating the market on programme extensions. Poor poor poor comms

Expanded and not told us. Magna separate and not officially awarded so that will take it way above 400m

Perhaps its a lot to ask for before? They seemed ubber confident they were coming!!

Able to share Maps?

For those interested in how technology companies are valued (majority being US listed) click the link and go to around 13 minutes and you'll see a slide titled Is Tech over-valued. Rather interesting and thought provoking as to how See could be valued in the future. However this also points to a bubble appearing as many companies that don't have a sustainable revenue base are highly valued!!

https://m.youtube.com/watch?v=ZjSQ1FpKaUM

They are teasing us!! Depends on size I guess but I'd hope they'd announce as it'll show the market the progress being made in this space

Also this company aligns to what I see as the 4th industrial revolution. I also think that stocks in this space are still undervalued and due rerates- Alphabet and others - market hasn't fully captured their full potential.