Member Info for faz147

Of course you're right Lewbo, not Mike's area. Could of been a good time for Tim to talk publicly about Tech progress but at the Investors Day he gave the impression he's quite happy and very busy working in the background.
Hopefully Paul et al will be willing to do another Investors Day type event before too long, even if it is remote. A presentation to existing and prospective investors would be very welcome following the Results too.

Having read back my previous post, it appears to be borderline ramping, which is certainly not my intention, despite feeling more bullish about SEE than I have at any point in the past.
To be clear, it is also possible that the shareprice won't rise any further today or this week and could also fall back slightly.

As much as Paul's video on Friday came across very well in my view, I was slightly disappointed that this wasn't being presented by Mike Lenne as this feels like his arena and we haven't heard from him or anyone other than Paul for a while. Paul is certainly running a tight ship and likes things to be done his way, which appears to include total control over what information is released to the market and when.
Interestingly the price was in an effective auction for almost an hour today when the price was showing as 4.05-4.1p as both buys and sells were being filled at 4.1p. So a few trades showing as buys were actually sells.
However, I expect the detailed licensing deal RNS to be followed fairly quickly by an updated guidance note from Cenkos, and I would hope our market cap will be within the £250- £300mil range within a week or 2 of these 2 events, if they happen of course.

Again no guarantees on any of this, just my opinions and expectations, so do your own research and draw your own conclusions!

Just got a quote to sell over 200k at 4.09p and still managed to buy a few more at 4.1p.

I've lost count of how many times I've decided "this is my final purchase of Seeing Machines shares" over the few years but now I can't even commit to this being my last purchase of the day!

I feel like this is the catalyst we've been waiting for, which will be backed up by a more detailed RNS in a few weeks, and as usual with SEE the market is a little slow to digest how big this is. I'm hoping to sell some other shares shortly and add again because this could easily be +50% today and more by the end of the week.

All in my opinion so do your own research and all that!

terrym - any idea from the quick view at 1m:51s if that is Seeing tech or a n other?

Either way, Paul seems more confident than he has in recent times and there is an air of inevitability about Seeing Machines' success under his leadership.

If only he could reach down the back of the sofa and find a few aussie dollars going spare, he might even buy a few shares himself, on the open market no less! What a catalyst that could be after all this time....

Terry - strange they reference Intel fatigue detection as 1 of 2 examples but then go on to talk about Caterpillar's very successful implementation which was with Seeing Machines' tech?!

JC - does referring to patents from Toyota and Sony suggest Kobe collaborated with those giants on the development, or just that their patent overlaps with the others on certain aspects?

https://www.google.com/amp/s/www.thisismoney.co.uk/money/cars/article-8689591/amp/Mercedes-S-Class-one-cars-offer-hands-free-UK-driving.html

However, Mercedes adds that drivers need to be prepared to retake control of the car within ten seconds of being prompted by the system or if it is 'obvious that the conditions for correct use of the Drive Pilot no longer apply'.

Sleeping, looking to the rear for extended periods or even leaving the driver's seat are not permitted – with interior cameras monitoring the driver's head and eye-lid movements checking up on this.

JC - this is interesting. Any links to SEE through CAT or others?

If anyone is in any doubt about how important the S-Class is to Mercedes, the below should clarify. It's their most profitable model and they were willing to invest 730 million euros in a new factory to produce it.

Also SEE should benefit from the launch of the the electric S-Class EQS next year too.

https://www.google.com/amp/s/uk.mobile.reuters.com/article/amp/idUKKBN25T15S

Daimler pins profit revival on new Mercedes-Benz S-Class

"The S-Class is an important driver of image and, measured by margin, the largest source of profits," says Frank Schwope, an analyst at Norddeutsche Landesbank.

Kaellenius flagged signs of a recovery in demand in July, especially for top-end Mercedes-Benz models and electric vehicles, and analysts have also pointed to a strong rebound in China, the most important market for Mercedes-Benz.

Daimler could sell 95,000 S-Class cars in 2021, which with prices at more than 100,000 euros each could contribute more than 2 billion euros to the company's results, estimates Daniel Schwarz, a car analyst at Bank Mainfirst.

Daimler does not detail profitability of different models, but analysts estimate the margin on the S-Class at 15-20% of sales.

The S-Class should benefit from being the newest premium model on the market as it competes with BMW's (BMWG.DE) 7 Series and Audi's A8 (VOWG_p.DE), which were launched in 2019 and 2017.

Daimler is also due to launch the electric version of the S-Class called the EQS next year, although analysts caution that will not be the same money-spinner for the company.

The S-Class provides some comfort for employees concerned about their jobs due to the pandemic and the switch to electric vehicles - it will be produced at a brand new factory in Sindelfingen in southern Germany, near Daimler headquarters.

The factory cost 730 million euros and more than 1,500 employees will work on an ergonomic assembly line, which Daimler says will be 25% more efficient than its previous location.

I haven't posted here for a while but still hold all my Seeing Machines shares and it's still by far my biggest holding.

I really like the news here this morning and the timing feels very intentional with the Merc launch at 1pm today. With both Paul McGlone and Xilinx confirming we are in the Merc it feels like we could start to get some serious attention from the wider market, who up until now have been totally unaware of little old Seeing Machines, who are actually now beautifully positioned to be a key cog in the global DMS wheel.

Following all the posts on this board makes it easy to forget that the majority still don't realise just what a leadership position Seeing Machines have established. Hopefully this morning's RNS and the media attention that will follow the S-Class launch today will help get the shareprice back to pre-Covid levels as a starting point, and from there, who really knows how high it could go with a bit of traction and momentum behind it. I see the word used on other boards far too often but today genuinely feels like an inflection point for Seeing.

I did some dummy trades and was able to sell all my shares in one hit (no chance) but couldn't get a price to buy even £500 @ 3.3p so I placed a limit order which was filled fairly quickly. GLA

85p on the ask already so 1st target/resistance level reached even quicker than I expected!

Live price is 83-85p (+22%)

We might see a bit of up and down and a few games at this level but I'm holding out for a test of the 52-week high of 96p over the next few days/weeks.

I haven't been able to buy any in my ISA as it took ages to sell my last few 7DIG shares and can't get a price to buy at the moment but that may be more to do with Share Centre than the availability of stock. Is anyone following Level 2 on this or able to do dummy trades?

Looks to be gaining some momentum now.

Live price 81-82p (+18%)

I hadn't previously heard of IXICO but I spotted the RNS this morning and after doing some initial research I opened a long bet on Spreadex at the open for 73.2p

Having done some more digging since, there is so much to be excited about here!

- Double digit revenue growth (20%+) 4 years in a row
- Increasingly profitable revenue growth with EBITDA "materially ahead of current market expectations"
- Debt-free
- Strong cash position
- Very strong trade receivables profile from servicing well funded global pharmaceuticals industry
- Low number of shares in issue (c.47mil)
- Very strong Institutional Investor support with over 66% of shares held by 5 funds each holding 10%+
- Currently not on the radar of most Private Investors hence the quiet board here and the subdued shareprice
- Sealed largest ever contract worth over £10mil in April 2020 despite Covid-19 pandemic

I'm yet to find any reasons not to be positive about this company and as always I am trying! Once I've freed up some funds (hopefully from selling my remaining 7DIG shares at a decent price) I will be looking to build a position here.

From a quick glance at the charts it looks like resistance around 75p is key with next targets at c.85p and then the 52 week high at 96p.

Current price is 76-77p (+10.9%)

24 August 2020

IXICO plc

("IXICO" or the "Company")


Trading Update


Profitability for full year 2020 expected to be ahead of market expectations


IXICO plc (AIM: IXI), the data analytics company delivering insights in neuroscience, announces that, despite COVID-19, it is achieving stronger than anticipated growth across the second half of the year. The Company is benefiting from continued operational leverage, generated by revenue growth and investments made to drive scale and efficiency.

Given the performance in the period to date, the Board expects revenues for the full year to 30 September 2020 to be in line with, or slightly ahead of, current market expectations, representing growth of more than 20% compared to the prior year. Further, the Board anticipates that earnings before interest, tax, depreciation, and amortisation (EBITDA) will be materially ahead of current market expectations.

This enhancement of financial performance expectations for FY20 further underpins the Company's confidence in its ability to invest to deliver further profitable medium and long-term growth.

As previously announced, IXICO will be presenting on Tuesday 25 August at 1.30pm. The presentation will be hosted through the digital platform Investor Meet Company. Investors can sign up to Investor Meet Company for free and add to meet IXICO plc via the following link: https://www.investormeetcompany.com/ixico-plc/register-investor.

Giulio Cerroni, Chief Executive Officer of IXICO, commented: "We are delighted to see continued momentum in the accessing of revenue driven operational leverage, building on the Company's maiden year of profitability in 2019 and strong first half year results to 31 March 2020. In the context of the challenging market environment created by Covid-19, this increase in profitable growth, alongside our strong balance sheet and positive operating cashflows, whilst remaining fully committed to our investment plans, is a fantastic achievement."

mrjango - it is a good point about the size of 7DIGs music catalogue, I believe it's c.80mil tracks vs c.60mil on Spotify. I did make this point last Wednesday when the SP was only 1.25p and this will no doubt help 7DIG to win further new contracts.

Worth noting though that the market cap is up from £12mil to £86mil currently!

Thanks for this carlince.

Looks positive and weighted to the upside but as always will depend on buy and sell volumes I suppose.

Spiderama - I just looked back through your posts and fair enough you haven't predicted a price but you have clearly been ramping!

"it's only going one way"
"up and away we go"
"this is gonna be huge"
"when will you 10 percent traders realise that this is going to the moon.hold and you will be rewarded imo"

I'll ask my question again:
"Has anyone got any objective thoughts on what the Triller extension is worth to 7Digital based on research and facts?"

From the 31st July RNS:
"In line with its stated objectives to grow the business, the Company continues to negotiate with new and existing channel partners for its Music Platform-as-a-Service offering. Such contracts are expected to be on broadly equivalent terms to those previously announced and further announcements will be made as appropriate."

So without any evidence to the contrary, shouldn't we assume the Triller extension and today's deal are of similar value to previous deals?

I did Lunar as I didn't expect it to rise this high this quickly!

So I've banked a nice tax free profit. Slightly annoyed I didnt buy at the lows as I've been following 7DIG for years but hey ho, still happy to have more than tripled my small stake.

Haha very funny spiderman. You clearly are happy for others to buy on a spike so you can sell out whilst calling 5p, 10p etc.

I still hold a few and wouldn't mind selling them today, especially if the much anticipated buying pressure from the yanks takes the SP to 4p today. So I've got no reason to "deramp" as this share is over 1000% up in 2 weeks and I've got no intention of buying here any time soon.

To anyone new looking at this share, ignore everything you read on here about price predictions. Do your research and decide what you think the company is worth and make your decision from there.

Has anyone got any objective thoughts on what the Triller extension is worth to 7Digital based on research and facts?

Anyone here following Level 2 able to provide a view?

I sold the majority of my stake in 2 tranches at 3p and 3.3p over the last few days as I couldn't resist taking profit from my purchase at 0.74p last week. Clearly could of sold for more (and bought for less!) but I'm happy with a defent profit in the current market.

I'm not here to talk it down as it could continue to rise from here, but I think it would be more on hype than intrinsic value as we don't know how much today's deal or the Triller extension will be worth to 7Digital.

For those who continue to hold I hooe it keeps going up for you.

For newbies just be careful about buying on a spike without the numbers behind the new deals.

Good luck all.