Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
The only person i have slated is safestocks as i dont believe any of his statement have come through.
I havent slated the brokers, i agree with a valuation in the 20s, I believe some of the brokers are in the teens. They are professionals are they wrong?
Apple has an eye gaze company, Google aquired an eye gaze company. All im saying is that pie in the sky valuations you see banded around on this board are out of place & the revenue projection do not merit it. Secondly the belief that this company will be taken out by some 100 billion super tech company is unrealistic.
I will say again if it is taken out it will be by a Magna or similar company, as seeing machines business model suits theirs.
This is what i love about these boards.
Its like a dictatorship, i have given you my rationale as to why i dont agree with your statements. Where are your arguments against mine? I am open to changing my mind.
if you write something you need to back it up and be prepared to defend it. Comments such as your a deramper, you have an agenda, my views irrelevant!
What are you a child? Come back with an intelligent response.
What i hate is people thinking they are some master of the universe, this stocks going to be worth £3-4 billion. Google are about to swoop in. Where is the evidence? Where is the financial guidance to back this up? Unless you can answer these question, just follow what Paul says and if he delivers stay with the company & if he doesnt sell out of the company. Simple.
Safe stocks may have written a blog for years but what has he got right?
Qualcomm/Nvida want the eco system of the car, they dont care about eye tracking technology. They just want to ensure that their eco system can cater for software such as eye tracking.
Just think about it im Nivida, market 300 billion. We sit in a board room well there this Australian company it has fleet, it may have something in airplanes, we dont know the value, it has eye gaze for cars it could make 100-200 million dollers off that in the next 5-10 years. it employs over 100 people spread all over the world and is working in one of the most competitive spaces. last funding round valued the company at around £500 million, if we want to buy it the major share holders will want double that. Nivida board - so we have to pay £1 billion & take 5-10 years just to get our money back? We will have to change our business model to become a telematics supplier & not a pure play software provider? CEO my salary is based on shareprice performance. Will buying this company boost my 300 billion market cap company in anyway, NO. Why am I buying it then? Guys its not going to happen.
Im in this share as i think it can get to the 20s level, I see value. But any notion that some Qualcomm, apple, Nivida is going to sweep in is non-sense. They can invest their money in better areas & get more of a return. Apple bought an eye gaze company, buts its a pure play technology company that they can integrate into theirs. Not a sprawl of offices dotted around the world, fighting in one of the most competitive sectors.
if Seeing machines is bought it will be by Magna or a similar company. The only dream that i have is that Amazon adopts Seeing machines eye tracking across its entire fleet and become and equity partner to boot. This is pie in the sky thinking as with the squeeze in margins around the world people will start adopting cheaper alternatives.
What a load of Non-sense
Have any of safe stocks predictions come true?
The tie up with Magna and issue of debt/equity, means that if a bid comes it will likely come from Magna. If you look at most mergers/Acquistions they come from one of the major shareholders.
We need to get pie in the sky valuations for this company out of our heads. Until the revenue materialize & there is more certainty coming through, the stock price will not materially move. Apple, Nvidia, Qualcomm have no use for us, our revenue and projected profitability is peanuts in comparison to what they are looking at.
Does anyone know if this mirror can be fitted to existing vehicles or is it just to new vehicles?
Bidding for 1.1 billion Aus
Around 550 million gbp
40% market share some are going to say higher 220 gbp.
Next years RFQ the same or exceeding this years RFQ. I think was mentioned in a presentation.
Why do the broker revenue estimate not reflect this sum?
Is the 1.1 billion figure a lifetime figure or a yearly figure? Am I not doing the sums correct?
Even if seeing announce wins like this it should propel the stock. If it’s is yearly then lift of time.
Interview in the ft with Qualcomm ceo, states there in 23 out of 26 major auto companies in the world.
Although this doesn’t mean see will be in all of those cars it bodes well as we part of the Qualcomm platform.
It may be factual but it’s the interpretation of those facts and how you present them to your view.
Seeing machines are not the only company doing eye tracking there are quite a few companies out there doing it. Instead of going into electronics they have focused on safety where their product will be tightly regulated and have a higher performance criteria then other sectors. This gives it an advantage & greater barriers to entry for other competitors. They may be able to go into other applications but will there product be to expensive/ to good for a consumer product?
When Colin starts saying this company can be the next arm it’s a worry that he’s getting carried away with himself and therefore can you really trust his interpretation of the facts?
How impartial is Colin? Seeing use him as reference in their slides. Are they paying him to write these articles?
Just wondering if we’re being sucked in by seeing spin. The company seems to be on the cusp of accelerating sales & it has major partners but the article comes across as too much hype.
Great news.
These are not small buys, if the market does not have confidence in this stock at least the people running the company have confidence. Hopefully in the next 6 months to a year we will see a change in the direction of the share price.
Itsyou if you listen to the latest investor meets interview US listing is on the backburner. Another reason why I moved out of this share.
Following a recent market analysis performed by an independent strategy consultancy, we are able to size the potential demand for the ImmunoINSIGHTS pharma services with greater accuracy. In order to capitalise on this demand, it is anticipated that the commercial team will be expanded to comprise multiple sales executives based in the US and a growing team of sales executives based in Europe. The appropriate sizing of these teams will be determined before the end of the current financial year. This significantly enlarged commercial team is expected to generate significant pipeline opportunities and sales momentum during FY2022 and beyond
Not bitter in the slightest, its investing some come good some dont. Overall I do well. How will they afford the above statement?? Its not cheap having a US sales team.
The appropriate sizing of these teams will be determined before the end of the current financial year. - They are telling you capital raise in a few months time. I dont care if you dont believe me. I will make you happy and move off this board.
I was invested here but the story changed & I sold my shares at a considerable loss. Im just posting so others dont make the same mistake. I invested due to their capital raise & the projection to double revenue & then double it again. Things changed though with the last results.
In the last report stated they didnt have debt, but drew down more millions from their revolving credit facility (this is debt), lost over 1 million in sales from a supplier not paying, NHS contracts that were coming still have not come, very few contract wins over the summer. If you do the sums they need money, all of the money they raised last year will be spent expanding the German facility, but they are not generating enough money to keep the lights switched on. Read between the lines on the RNS, it is very light in detail but sells hope & optimism. I believe there will be a cash call. I think only invest once this happens.
The RNS implies that we can see major growth in the US but cant afford it.
Please Mr market give me more money to afford this expansion. The next RNS issued will be a capital raise. This share may come good, but I don't think the management are capable of delivering. They gave away over 1 million of product without getting paid. Who does that? Any other business and they would be sacked!
Mirco focus wont be here in the next 6 months, it will be bought out.
The company has done all the hard work, the free cash flow is there, the assets are there. The debt high but monies cheap, by the time they carve this up they will roll the debt into something else. PE guys will be buying a company at zero time sales. Its a no brainer and only a matter of time.
This is a company that wont pull up trees, but it makes money, international & integrated with large institutions. This has often been talked off as a takeover target but the risks were too high. The RNS this morning shows that those risks are receding.
Since the May update, the company has not moved forward in fact its got worse. Licence has declined by 4%.
Single platform for the last 2 quarters but no benefit in growth.
Most underwhelming trading statement I have ever read. The company may have good profits but they are declining along with margin every year, until they get this right it will remain unloved.
Convb I don’t think being a producer is all that important. If you look at BP & royal Dutch there production facilities are low growth & revue wise not that important being a producer of saf would be similar.
Providing the technology behind the means is a better position to be in.
Vls does not have the means to own large plants nor does it want too. Theses will be owned by large utility companies who have the knowledge & balance sheet to run them.
I don’t know if Vls will be successful, I don’t know enough about the industry. The following has made me invest, proven technology that’s truly international, how many 100m market cap companies have ventures in 3 different continents, institutional investors is strong and own over 70% of the stock, this is a good sign, contracts signed with multi billion pound companies, hot space it’s all over the papers, clear demand there will be a shortage of fuel. Management is seeing demand picking up & if you listen to the two interviews on investor meets they have been consistent in what there saying.
It is a punt and there’s safer stocks out there, but this is the fun of investing, if I’m right I stand to make a fair bit of money
Convb i understand the concern on competition.
But if you are doubtful about the direction of the company why would you buy at 8p? Why is value 8p but not 13p?
Would you just trade around these values or stay as a long term investor?
I think a lot of people are missing the bigger picture:
1. There is going to be a shortage of SAF, we are a company that is in the process of building plants. These plants don’t go up overnight it takes years of planning. By BA & Southwest committing to buy they are securing their supply. Expect other airlines to follow suit. Whether with velocys or not. The race is on to get SAF.
2. Airlines using saf will be awarded carbon credits. These have a monetary value which will further incentivise the industry to adopt cleaner fuel.
3. Velocys are truly international their product is proven, they will win more contracts. They may not become the dominant player but with a 130m market cap they don’t have too.
4. This space is hot. Newspapers for the last 3-4 months have been talking about saf. Just sit back and watch it deliver. It only has to sign a few more contracts for it to gallop.
Viking where has the 200m per unit come from? I couldn’t see it in numbers published?
Could this company be similar to itm, although different tech same principle?