Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
And this is the disconnect, maps you have a different vantage point than PM. He doesn't care about share price and PIs, he cares about winning business and boiling the frogs. In reality apart from us capitalist anchors who cares about the share price . Investing is about being right in the long run, I accept its a funking long run but it has to be close
All quiet on here whilst we wait for market waking up, anyway one of the best podcasts I listen to is Chris Irons, QTR, latest episode has Mark Spiegel on discussing TSLA evs Mache etc, will put a smile on your face, trust me you will get used to the intro and become a regular listener. Just go to YouTube QTR podcast 290.
The bs around fully autonomous in the early days has really played into SEEs hands. This must surely be the reason for no serious competitors. Nick being surprised by the potential market share that SEE have been able to gain but also that they are generating a higher margin. On the downside, the share price reflects the lack of understanding of the market outside OEMs and a merry band of share holders.
Not usually interested in the bs around covid and offices shut etc. But, interesting interaction around NDs observations when back in Aus. My take, Nick you told us what spec you wanted and you just do your job and flog it, we will sort out the back office to support you. Job done by both parties.
Could be QCOM and Magna, they seem to be the main competition in the DMS space. Getting to be a fast boil now. Nick D stood out as in a different league at the long distant investor evening many years ago and so he has proved to be.
Terry, getting boring now, here is a more challenging research area for you, name an OEM who will not be using SEE in 2025 apart from TESLA. The only frustrating part is that circumstances have conspired to delay the implementation, though has this allowed OEMs to re think their strategy and realise that the only real operating system for DMS/OMS is SEE.
Frustrating yes, the general market has an impact obviously. But, have a look at some ratio charts to paint a more detailed picture, have a look at SEE v SEYE or SEE v QCOM, SEE V FTSE, SEE V NASDAQ, it is very clear that 12 months ago there was a major change in the perception and performance of SEE.
Watching the relative performance of the 2 main players in DMS and the destruction of share holder value by SEYE I had a quick look at a ratio chart. I expected something interesting but nothing quite as what it depicts. May/June 2021 clearly shows a massive turn around in the relative performances. All around the period of time where SEE push further with OMS and SEYE decide to buy Affectiva. Yes the SEE price is still down but the market seems to know who will be VHS and Betamax.
Though to counter my confidence in PM, I do have macro concerns. Clearly the world economy is hanging by a thread with these clowns around the world pretending to know what they are doing We are seeing the demise of the US empire and the commencement of the next empire in China. Unfortunately the hand over will not be easy, to hold on to power by the west we have a constant stream of bs from Covid to the Eukrane. This will see a major bursting of the debt bubbles, how will this impact SEE, significantly but hopefully QCOM will get their hand in the pocket soon enough . But in my view hedge your bets and get some silver.
Surely PM needs to read this board and safestocks to learn how to do his job, because all he is doing is sat at home boiling a few frogs. Personally I am so disappointed in PM I bought another 250k shares this week.
Ground hog day, people concerned about pr etc. I really struggle with this, the only reason for pr with regard SEE is to get the share price up prior to a fund raise as they have done many times. The share price will rise based on two scenarios, either an offer or proof of cash being generated. Personally I like their strategy, keep low key, win loads of business resulting in a market share that is not usually acceptable in the automotive arena. PM just boiling them frogs, one very clever business man.
Always were going to cave in, Putin will get what he wants and the west will bring along another panic to cover it all up. Basically we have the worst leaders at the worst time. Poly on my shopping list for 12 months and just managed to buy at discount.Quite simply the west has lost it's way and there a a shift off power across to china.
MachE, not a surprise, personally it down grades the Mustang brand to be a bit run off the mill, but as a volume electric vehicle what a winner. Was never a Musk fan but his recent output on twitter is changing my mind, Contrasting Hitler to Trudeau today being a highlight.
Very mad Map, very difficult to put a value on anything at present. Hopefully the market is working out Cathie Wood= Mr Musk are snake oil salesman. How do you value a company with the leading tech, 70% market share, legislated market, no debt. Not on AIM at 8 p.