Member Info for buffettology

Projections
So we have around 200m to come through from auto between this year through to 2025. So, perhaps this year we won't get a huge dollop of dough but it gradually increases and peaks in 2025 (from current booked business). Therefore perhaps for this year we get around 20m and aftermarket increases to say 50 m ish then if this roughly works out to be 70m ish will the market value us at 10x sales? If so our share price will double quickly. Make sense?

Its about time they got off the cautious fence and lowered the risk ratio. It's not as if these lucrative contracts aren't going to prove to be lucrative!!
Someone needs to have a little word with Cenkos!!

Still 16p! They p***** or what!?

Wowza!!!!

Perhaps we will see some new US investors emerge soon. Difficulty we've got is not many will be prepared to invest in companies below a certain size. Therefore, we need some good news to push us higher to at least 500m (or higher) then that should be the catalyst to propel to higher levels!! Come on See please get a move on!!

Guessing its time to write off this year and put all eggs in next year's basket?!

Who's financial model?

If it comes off I wonder what those that paid a premium will say!!

See it all the time!! Shock if a deal is done with new US investors for anything from 300m to 350m.

We should soon see and explosion in our fleet numbers too then

My preference too but if you do See please please get the messaging right as to why you've taken on additional cash!!!!

LostinFrance - if it is takeover what your guess at the price?

Actually wouldn't it be the responsible thing to do to go for the vast majority of the contracts or as much as they could possibly accommodate as after all weren't See the company to both lobby for change in driver safety and offer a solution. Wouldnt really make sense for them to take say 50% and let the market use inferior tech for other vehicles!! Makes a great ESG case for institutions looking to broaden their exposure in this space too!!

...with you on the FY 22 outlook as this could look very positive and its their chance to make the market wake up to our potential

If we are hoping to be bought for a significantly higher price I'm not sure i or others would welcome QC taking a stake in See at these prices as wouldn't that strongly influence their final purchase price?

Lets see what happens over the next few weeks. Wouldn't be shocked to see some funding being announced. Could it be just a coincidence that the share price has dropped and then new funds emerge to fund the revised/future business plan and then we endure a flurry of news flow!? All I hope is that if they have/are raising then it is because we will look to win the lions share of contracts rather than being selective.

I'd agree with that. Its not as if they are unsure of the figures if they are throwing $900m around!!
Also, let's not forget that one other factor that will seriously support a rising share price is when that cash starts flowing through from auto as it is more or less pure profit (as all the costs have been previoulsy accounted for). Seen it happen numerous times previously and its just now a matter of time!! Patience is a virtue for sure!!

Just require patience now as the deals will soon drop and sp will shoot to new highs! Investment world will wake up once the deals drop.

Really!?

It's hard to believe that the relationship with Qualcomm hasn't already resulted in wins. So what is the hold up of releasing such news? The timeliness for DMS are all there and OEMs need it integrated to align their models accordingly. Qualcomm in a latest podcast indicated that DMS is part of their integrated solution. Assuming OEMs are wanting to stay ahead of the curve something isn't quite aligning in my mind!! Is it all bull or are we further away than we think!?