Member Info for isb1974

I agree on the market share - based on kpi's and accounts we are clearly market leaders - whether it will be 50% as Colin is predicting is yet to be seen

With Magna we have a

Heathcliff - I often think the same

You then get responses along the lines of "They have already told us this or that"

I don't understand how they can write things like that with a straight face and believe it - how many times has PM said things that have never come true? Why do they think that the latest thing he has said will come true when hardly anything else has - just blind optimism.

Still waiting for those numerous mirror location RFQs ..,.they don't exist do they!

This has got no chance of getting to 9.5p before Oct26

It's clear that Kpi's aren't going to be at the level of 2m a QTR by then so how are they going to pay the magna loan?

I'll tell you how more dilution with another II buying in at below 3p

2's are coming back - what an absolute sh*t show

Double figures probably 18 months away at least

As others have said 750 auto and 6000 Gen3 was constantly pushed at the end of last year as needed to hit breakeven by PM

You have to question the breakeven now the actual figures are so far off these.

I can't believe they are trying to celebrate 3,000 Gen3 by showing the increase from the pathetic 300 odd units last QTR -

FFS the EU addressable market is more than 300,000 vehicles a year starting from now!

And surprise surprise auto RFQs have been deferred, will they ever happen!

I don't think we will even so over 1m in May kpi's and I would even doubt the magic 2m figure in August that Martin Ive predicted

Still jam tomorrow and I can see the SP going to the low 3's easily between now and May as they have basically said don't expect any auto contracts in the near future.

Can't wait for the interview today!

Why will the market cap go to circa $600m when the company turnover is only going to be about $90m this year and still making a loss over the FY26

12p in a few weeks - absolutely delusional

The good old telegram group!

No doubt still seeing this as a buying opportunity and talking about the Lewbo yacht party

Of course I forgot maps and seeing2020 said we have Amazon

Didn't they also say we had FedEx and coke

Never listen to rampers on here they will just make you poorer

Of course I forgot maps and seeing

So we haven't won Amazon then

So currently we have a share price of 4p and a market cap of around $200m

I think this year's projections are between $80m and $95m revenue - so let's assume we get to $90m - obviously the half year update in March will determine whether this is likely to be achieved.

Given there is a pipeline of $395m due before the end of 2028 I would like to think the FY2027 is going to achieve at least $130m and at least $50m profit (assuming spending will go up on Robotics and other R&D)

It appears the market cap for a rapidly growing tech company can be a multiplier of 20 to 25 times the margin, which means on a $50m profit we could see a market cap of 1bn. A market cap of 1bn would mean a SP of circa 20p in theory.

Therefore, it is possible that we won't see much of an improvement in the SP until this time next year in the half year trading update which will hopefully show a clear direction to at least $50m profit for 2027. When the market sees this, that is when I think the SP will start to move.

In the meantime if SEE can just win and announce some more contracts that can only help, so that come this time next year the pipeline is even bigger

This time next year rodders ....

I'm surprised I haven't been accused of being Rewind yet as I've been accused of being many other people, probably even you Baxter!

He/she must be on a wind up because I can't believe anyone who buys shares doesn't know what a KPI is

Anyway, another great finish for the day.

All we need know is another post by safestocks

Rewind, double digits by summer based on what exactly?

Kpi's likely to be around 650k on auto with no great shakes on fleet in Feb

Kpi's in May likely to be circa 1m in auto and very little improvement in fleet based on the last 6 years performance

It will be Sep/Oct before they will be able to confirm in the end of year results that the second half of the year was profitable and that's not a given anyway

Given the roaring success of the last 3 years at best a couple of contracts between now and summer.

That won't get this SP to 10p by June/July especially with the magna loan is still looming in the background

Last 25 trading days we have had 19 down days and 6 up days

So yes if the KPIs come at the end of the month 15 more trading days might be even more painful

Can't wait for the next proactive interview to see what jam tomorrow is spouted this time - where's this European fleet contract that was in the final stages of commercial agreement expected before Xmas?

Baxter, I remember posting after Russia invaded Ukraine and the share price dipped below 10p and I wrote 'that's the last time we will see double digits for a while'

One of the responses I got was from a resident ramper who said they expected double figures back within a matter of weeks.

4:years on and here we are ...

In that time we have had multiple suggestions of large auto RFQs, many in the mirror and yet we still waiting

We have aviation come and go - what ever happened to the red label, blue label?

And as for fleet, well 6 months away from 330,000 vehicles a year needing DMS and not a sniff of a contract with any big fleet companies like Volvo and damlier

But let's not forget PM liked some posts on LinkedIn which meant we had won a contract with coke! He said we were the only ones on an RFQs for over 100,000 units, someone went on TV and blurted out they expected 50,000 units in a year and to cap it off we have won a contract with Amazon for 1,100 units.

Im still waiting for this market cap with a zero on the end of it that PM suggested would happen - I think that deadline was Xmas 2024 and at the time of that gem the SP was 7p - still not even managed to get back to that figure let alone a multiple of 10

But no need to panic they have hit cash breakeven for one month so they can now start spending big on the next big thing - robotics and 3D.

Oh well just another 7 months to go until we here that the August kpi's are still below the 2m figure that Ive banded around about 9 months ago

I think it's safe to say Barden still has many years yet to make money out of his subscriptions for his inch wide, mile deep analysis

Let's hope PM is running around frantically to find something to release to steady up this share price

Minor retrace? 30% minor? You make me laugh

About to fly again? Okie dokie - never heard that one before

Given the SEE share price is down 31% since 6th Jan;

"SEE must now be an acquisition target with view to their low market cap & assuming that they have some decent tech"

This has been re-rating for about 5 years now!

The only re-rating that is happening is back down to 3p due to the lack of contracts, the soon to be announced magna loan dilution and probably below expectation KPIs

But don't worry we have only got to wait another 5 years until robotics makes them some money

25% down on the 2nd Jan closing price.

2026 - the year of the DMS has got off to a flyer

Well let's see how Feb pans out .. the longer it takes to release the KPIs we know from last time it's because they are bad and what to bury it with some other news

If they are good they will release them on their own as soon as they can.

Multiple RNSs on the same day, you crack me up!