Member Info for buffettology

What do you think the share price should be now based on your analysis its grossly undervalued?

It would be intersting to know how much business has potentially been turned away as a result of the buisness model needing to change!! This could have saved us from having to raise so much at such a dilution!
I hope there's some lumpy cash deals soon which then saves us from a further fundraise in a year or so. I also would like to see (as the share price rises), a share consolidation and then an eventual dual listing on a more mature market. Not sure being on aim (alone) is going to cut it!? However, if stocks like fevertree can go up nearly 20 times then I guess there's hope for See!

The Asos of the tech world! Wonder if they'll migrate to Nasdaq?! If so, then it'll shoot the lights out!!

39p strategic value! That's a good start!!
Wonder what will happen to the sp at the point that detail is unveiled of the NCAP spec!?

Listening to this interview carefully suggests that they may have been turning away previous potential contracts then!? Now that's not good at all! No more turning business away, which I'm all for!
Fingers crossed, this model will ramp up revenues (some lumps of dosh) bringing us to profitability even earlier than that already projected!?

I think there's a huge swell of people on these boards that aren't able to read or understand the news that's published re companies. For example, look at the latest information on who has increased their stakes in See and then look at who they are and their funds history/performance/structure etc... I'll try and help you out - Independent Investment Trust. How much of the fund does the manager own? How much of the fund is owned by a close group of the board? What's the weighting of allocation to particular shares? Think people, it's all there for us to 'SEE'!! Oh and I reckon the fund manager knows his stuff from being through one or two cycles!!

Don't think they are. I wrote to the company and asked this. Looks like they may not have been in a position to invest inlight of the recent news!? That doesn't mean to say that they wouldn't want to though.

I'd doubt they'd have a director covering Europe if they were dealing with the odd one or two oems!? You do the maths!!!

All this chat about target price is all nonsense! All we need to think about is that there's enough cash in the bank to take us to nearly breakeven. That should be enough of a runway to allow for news on all transport vehicles. Then let's wait and see what the sp is. Even then with all the news out there is no guarantee that we will shoot the lights out. As said earlier it will take a dual listing to get this to dizzy heights.

Hang on now optimistic!! That will never be possible to achieve just by being listed on aim! Maybe in a few years through a combined listing, but that is still optimistic! Itll be lucky to achieve half that if I'm honest. Aim for all it's good seems to not be attracting a wide audience of investors that are able to collectively drive significant share price outperformance. There are exceptions though like Asos.

Seem to hire the top brass!! https://citywireselector.com/news/lombard-odier-im-hired-digital-disruption-portfolio-manager/a1144357

You do have to question I guess the validaty of the analyst projections, as there's a degree of variation. I'm guessing the ones that are published on the companies website are to be given more credence, as they have been commissioned to provide the coverage?! If the latest valuation published on safestocks is anything to read into (39p), we are way below! Anyone know if we are up to date on the latest institutional shareholdings? If there's any other funds showing interest that may ignite the sp!?

Not totally au faith with metrics. I think they had booked revenue of some 350 million contracts!? I don't think they were in profit though!?
The next few months will be interesting and crucial!!

Difficult to say I guess!? Interesting the rise last year though in such a short period, so it could be greater. It would also be interesting if suiters are waiting and watching on the sidelines to see how it pans out and ready to pounce if certain contracts are won?! However, personal opinion is that they'll bat away any bids in the hope that they can get even further down the road to profitability or to be inline with the mobileye metrics!! They must be benchmarking themselves against mobileye, as if you go back as far as the reports published by Lorne Daniel they referenced mobileye.

Without going on too much about this, I'll always take on board the words of Mark Slater who when assesses stocks looks for a tailwind! Obviously this is not the only thing he looks for!! I think the market is clueless how much of a tailwind there will be, as it is clouded by the thought that all cars will become autonomous overnight!!!

If there is a recession wouldn't you rather be in something where there is a legislative tail wind?! Be better than being stuck in more cyclical related stocks!!

It seems absurd!! Last June after the spike we reached around 300 market cap! Guess this is just to expected on the aim wild west market! Interesting to see if there's any discussions at board level about a migration onto a more mature exchange. I guess that will undoubtedly depend upon how the next few months go and what more contracts can be won!? There's many examples of when stocks migrate they then explode!!

Any idea on valuation once/if See secure the majority of the OEMs?

Will the money in the bank be enough to take them to profitability/prove they have market dominance to be a real takeover target? My concern is more contracts = more spend but perhaps this shouldn't be too much of a worry!?

Don't you think the volume of shares will impede the share price trajectory?