RE: 28(m AUD) reasons to buy24 Oct 2020 21:34
S2020 - fantastic list - its getting longer and longer - it resembles a who's who in the field across auto and aviation.
F150 - veoneer slide deck subtle but so profound.
MOUs - i.e. aviation simulators ( civil and military use i.e. RAAF). Given the effects of COVID and the grounding of pilots - flight simulation is an absolute priority to maintain skills and keep abreast of changes in aircraft flight controls etc.
SE - unfortunately, doesn't have a proper "leg" or "pillar" to stand on and is most likely gearing up for a hopeful sale/ takeover.
PM - Tectonic Plates/ Inflection/ Strategic - yes i winced at his use of the word "imminent" and there should be no further fundraise comments. If as some one said earlier it does translate into an upward trajectory - that is cool. Will have to see how things pan out.
SandyKS - waiting for your next instalment.
JC/ TLS - those patents and their translation
The effect of the fundraise triggered an unfamiliar pattern break, and increased after the announcement. That is unusual in the history of SEE. And it even triggered an unfamiliar deluge of posts from the usual green blobs.
Hear the views, dwell on them and form your own opinions as to which way one wants to go.....but base those decisions on the extensive research and knowledge shared on this board and your own original reasons to invest. Review them periodically and decide whether the goals have changed.
Whatever "noise" lurks in the background...its designed to trigger your own investment fears. If you have to listen to the "noise" then do so but always go back to the fundamental reasons for investing and staying in the share - which you do anyway because you are still "in it to win it" ....whatever that "win" turns out to be.
Good luck all.
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