Member Info for faz147

BUY - 30-Dec-20 15:05:36 6.7745 2,214 Buy* 6.70 6.80 149.99 O ?

SELL - 30-Dec-20 15:03:37 6.74 26,855 Sell* 6.70 6.80 1,810 O ?

Buy at 6.7745p and Sell at 6.74p, that's a real spread of just 0.0345p or 0.51%!

SEEuJIMMY - whoever the big buyer is, who has been buying over the last month or 2 has almost certainly bought more than 37mil shares or 1% of the company, so if it was an existing holder they would have had to declare by now. It is possible that there is more than one big buyer hoovering up any sells - afterall Paul McG did promise "additional on-market interest" following the strategic investment by Federated. I'm still expecting Kaufmann fund to take a position, and for Lombard to get their holding back to 19.99%, and then there is the possiblity of Kabouter etc. who SEE presented to at the same time as Fed Herm.
I'm not really worried about a low-ball bid though, I think we have got the protection we need from significant shareholders now.

All IMO, DYOR etc.

The second list is the Quarterly price prediction – list below following the following criteria 1 / 2 / 3 / 4

1 = End of Jan 2021
2 = End of March 2021
3 = End of June
4 = End of September

13.3p / 26.7p / 60p / 100p – Seeing-2020
8p / 11p / 11p / 14p - isb1974
??p / 9p / 12p / 18p – paulpingles (need the Jan 21 prediction)
8p / 11p / 14p / 18p – RossC
8p / 9.5p / 18p / 22.5p – Oldfool
14p / 12p / 16p / 20p - Timc
18.5p / 37p / 53p / 61p - Faz147

Numpty - I understand that but I also think the amount of additional fiat currency circulating around the world is massively underestimated. I believe 2021 will see some ridiculous returns for many stocks that offer a glimpse of the future with market leading/disrupting tech at the front of the queue for a lot of investors and institutions. And when you consider the hype that is building around AI, and that we have a company with concrete partnerships with several multi-billion dollar global powerhouses, and a leading and ever-growing dataset to base our AI on, the sky really is the limit!
Just imagine what will happen to the price if we get an RNS containing the names Qualcomm and Google....

I already knew that being a long-term holder of Seeing Machines can turn you into a pessimist, but I'm still surprised that only 4 LTH's expect the SP to exceed 50p at any point in 2021, and only Seeing-2020 expects it to remain above 50p by the end of the year.

I've got 97% of my portfolio in Seeing Machines for a very simple reason - I believe this is the investment opportunity of a lifetime! I've felt this way for quite a while, and have built my holding to reflect that belief.

I've even become confident enough in the last few months to start recommending to friends and family that they buy some shares, as opposed to recommending that they read up on the company in the past. I've also got some long spreadbets running on SEE as a means of getting further exposure to the current breakout on the charts.

So, my prediction for 2021, although it's more based on what I think will happen if the progress I expect is realised, is as follows:

81p at year-end, with a spike high of 85p.

I already knew that being a long-term holder of Seeing Machines can turn you into a pessimist, but I'm still surprised that only 4 LTH's expect the SP to exceed 50p at any point in 2021, and only Seeing-2020 expects it to remain above 50p by the end of the year.

I've got 97% of my portfolio in Seeing Machines for a very simple reason - I believe this is the investment opportunity of a lifetime! I've felt this way for quite a while, and have built my holding to reflect that belief.

I've even become confident enough in the last few months to start recommending to friends and family that they buy some shares, as opposed to recommending that they read up on the company in the past. I've also got some long spreadbets running on SEE as a means of getting further exposure to the current breakout on the charts.

So, my prediction for 2021, although it's more based on what I think will happen if the progress I expect is realised, is as follows:

81p at year-end, with a spike high of 85p.

I love the fact that we're one of the 'Large Organsation Finalists' for the EXCELLENCE IN INNOVATION AWARD as opposed to the 'Small Business Finalists', says a lot about the progress at Seeing over the last year or 2.

The 'Final capability demo with RAAF' in the Hawk127 Full Mission Sim is a very positive sign, am I right in thinking this is a retro-fit in a CAE simulator? This very old article suggests so...

https://www.halldale.com/articles/14408-cae-awarded-contract-to-provide-training-services-for-royal-australian-air-force-hawk-mk127
Under terms of the contract, CAE will provide classroom and simulator instructors at RAAF Base Williamtown, in addition to providing maintenance and support services on the three CAE-built Hawk Mk127 full mission simulators currently being installed at both RAAF Base Williamtown and RAAF Base Pearce.

Fwiw, I know I'm not the only one who's bought Iofina for the first time today ;)

I've followed Iofina for years and years and traded a few times with small profits. The debt position always concerned me and prevented me from building a stake, but with the recent debt restructure and the company now profitable, I believe this is massively undervalued and oversold.

I'm targeting 25p in 12-18 months to sell half my shares and let the other half ride risk free for further appreciation.

However, you only need to look at the history to see that it doesn't take a lot to get this shareprice moving!

Seeing-2020

"FH are in a very strong position to buy "on market", I have a theory that they wanted more than 10% hence PM was confident enough to say in the RNS

"Paul McGlone, CEO of Seeing Machines, comment: "This strategic placement is the first success in our strategy to attract new US-based support for the company and I believe this transaction will generate additional significant on market interest from more US-based growth-focused technology investors."

maybe they wanted 12% or 15%, maybe they aren't happy playing 2nd fiddle to LO, very 1% is 37m shares, so why did LO (who have a seat on the board) agree to the 10%, well if they knew FH wanted more and would buy "on market" its good for everyone"

I completely agree. In fact, I suggested such on 27th October ;)

"FWIW I expect the Kaufmann Small Cap fund from Federated Hermes to take a position in the coming weeks, although I don't believe they are the strategic investor so will have to buy on the open market.

SEE almost certainly presented to Federated as part of the Stifel event back on 7th October, and I'm sure they will have been given a nudge and a wink regarding the OMS and L3Harris license MOU news, as well as the strategic placing with a well known US investor."

Also, following the naming of Federated Hermes Inc. as the strategic investor, I posted on 29th October:

"Over a TRILLION dollars under advice, Federated Hermes really are titans!

I must admit, after they were mentioned by the chap at Stifel as one of the companies SEE presented to, I expected their Kaufman Small Cap fund to be the buyer, but the RNS clearly states that it is Federated Hermes Inc.

Maybe Kaufman will also build a position but on the open market..."

If this is what transpires, you have to say both Seeing and FH have played a blinder!

What did Paul say about watching the big game unfold? Tectonic plates etc etc....

Federated Hermes take a 10% stake in SEE
Federated Hermes already hold a stake in Qualcomm
SEE and Qualcomm recently strengthened their collaboration
Qualcomm recently partnered with Veoneer
SEE are the exclusive DMS provider to Veoneer

Feels like the plates are shifting! Any buy under 10p is a steal in my opinion

Over a TRILLION dollars under advice, Federated Hermes really are titans!

I must admit, after they were mentioned by the chap at Stifel as one of the companies SEE presented to, I expected their Kaufman Small Cap fund to be the buyer, but the RNS clearly states that it is Federated Hermes Inc.

Maybe Kaufman will also build a position but on the open market...

Part of the Federated Hermes pledge:
"I will encourage responsible behavior in the firms in which we invest and on which we engage"

Let's hope this means a seat on the board of SEE at some point and an additional level of corporate governance.

Very happy with this news!

Maybe it's all been meticulously planned for the TR1 to arrive on Monday along with the results (and maybe the F150 confirmation).

Great find Klick!

This is exactly the kind of distributor SEE have been crying out for in US and adjacent markets, and it turns out they were right under our noses the whole time :)

Hopefully we'll se some serious onboarding numbers off the back of this news in the coming weeks and months.

UDWG - what we know for sure.........

- All UK markets were down today, again
- SEE SP was up today, again
- Decent volume traded across LSE and Aquis, again
- Decent interest on this site with 100+ posts today, again
- SEE expected to release a significant RNS tomorrow, again
- I've got that feeling that I need to sell anything I can and buy more shares, again!

I don't buy into that theory. It used to be common to see MMs signalling to each other on AIM i.e. 100 - I need shares, 200 - I need shares badly, but do not take the stock down etc etc.

However, in the age of encrypted whatsapp messaging etc, why bother using trades? Also, considering the fees per transaction, I can't see anyone wanting to build a stake would be buying a few hundred pounds at a time. Market Makers may want to shuffle their holdings a little ahead of what is likely to be a hig volume trading day tomorrow, but again this would be done in one or two transactions.

More likely is BOT trades (computer generated) or MMs using numbers like 333 and 111 to create conspiracy theories and mess with the heads of PIs. We have seen in recent months an exceptional number of very low value trades worth less than £50 which I have struggled to get my head around, but they seem to have eased over the last week or two.

Whatever the reason for today's strange trades, I'm expecting fireworks, starting tomorrow :)

Brockwl - My thoughts exactly re: the placing shares.

However, it feels like the mood has changed at the top recently and the comms have improved massively. A positive RNS on Monday to accompany the results, such as F150 confirmation or Semi-Conductor licensing deal details, would really be the cherry on top in my opinion and would mean a final goodbye to sub 5p.

You're talking nonsense, hence why there is a list of predictions with 11 different II names on it! I'm expecting Invesco but JPM and Ark appear to be the most popular choices so far.

Whoever it turns out to be tomorrow, I'm sure you will claim that was your prediction all along. You really are laughable.

FWIW I expect the Kaufmann Small Cap fund from Federated Hermes to take a position in the coming weeks, although I don't believe they are the strategic investor so will have to buy on the open market.

SEE almost certainly presented to Federated as part of the Stifel event back on 7th October, and I'm sure they will have been given a nudge and a wink regarding the OMS and L3Harris license MOU news, as well as the strategic placing with a well known US investor.

https://www.federatedinvestors.com/products/mutual-funds/kaufmann-small-cap/a.do

Interesting nobody has gone for the giant that is Blackrock yet.....