Member Info for Maplinman

It's pretty clear they will need a fundraise by the end of the year. They didn't convince otherwise.

I've been told that FinnCap issued a note today but it's not on their website. Can anyone confirm, please? Thanks.

A new blog from Safestocks: https://www.safestocks.co.uk/2023/04/03/panmure-maintains-buy-rating-with-14-6p-target-price/. Is that Pat Nolan or Eli Wallach in the picture?

Tel
Hopefully, Ives is telling his mates to get in too. Looking forward to news from Delta Airlines and Collins Aerospace. Until then, for those with spare cash, it's time to accumulate while SEE shares are on sale.

Does anyone fancy a bet as to which RNS comes next?

- Ives buys more
- Gen 3 Fleet
- Aviation license deal with Collins Aerospace
- Airline deal
- Auto deal
- Partnership announcement

I'm sure I remember an AIM CEO borrowing money from his company to buy his options...probably best not to go down that route...lol

Thanks Seeing2020.

I like a robust debate. For the record, I'm still hugely invested in SEE and am confident about the success of this company. PM is a safe pair of hands in my estimation. Long and strong.

Escovido,

PM didn't give up half his salary. That is complete nonsense. Where on earth did you get that notion from?

I can't believe we're arguing whether a CEO should even buy stock on the open market. It's obvious they should as it generates positive PR and attracts the interest of PIs and IIs.

Re. LO's buy - they had to RNS it I, assume. However, given its small value, it's insignificant.

Escovido, he's got a right to express an opinion. Besides, buying on the open market as opposed to getting them 'free' does make a difference. That's the reason why they are noted by many investors as a very positive signal.
If a restaurant manager eats in during a shift who cares. If he buys his meals at the restaurant in his spare time that would be a great positive for prospective diners.

Nice post Checkbutyoudon,
Buffett is so shrewd. The investment thesis for SEE remains intact as the business goes from strength to strength. Yes, the share price is a frustration but it can't be long before investors cotton on to what a great business we're invested in.

Yes, Lewbo, Ives knows and is filling his boots. Hopefully, the US event will persuade a couple more US funds to do likewise.

Admittedly, the comms from SEE leave a lot to be desired. Sinking the share price when there is so much good news coming is almost genius. I mean, who'd have thought news would be expected during results week with a stonking US event today? What are they paying a PR company for if not basic expertise that they don't have in-house?

That gripe aside, (thank god their business isn't comms) a little more patience is required. Thanks to the Italian job video (not to mention lots of research) we know what's coming and only those in need of cash will be selling. Martin Ives was a definite positive for me in yesterday's video. He gave an assured performance and is another smart dude. PM has done a good job up to now and the surly (suntanned?) bugger will surely deliver that aviation deal...I can imagine Pat on the phone to Collins Aerospace as I type this...

I'm still holding, despite the wife's annoyance. Although, I've had to stiffen my upper lip. I suggest others do the same.

Paulie, dov'è l'accordo sull'aviazione che hai promesso?

Vuoi dormire con i pesci?

Attending the Roth Conference seems like a great idea. Here are some previous success stories:

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Of course, success is never guaranteed, and not every company that presents at the Roth Conference will achieve significant growth or success. Nonetheless, the conference has provided a platform for many innovative and successful companies to showcase their potential and connect with investors.

There's no denying the historic results were a slightly mixed bag. Fleet disappointed as we knew it had, with few sales due to supply issues. Those problems cost us and are undoubtedly why even Stifel hasn't upgraded its price target. Thankfully, PM got the Magna deal which gave us free cash to tide us over that bump in the road. With operational cashflow in negative territory to the tune of US$18.5m by my reckoning vs a P&L loss of US$5.4m, the Magna money has helped us immensely as we invested in R&D to grab global market share in our 3 transport sectors.

Looking forward I'd like to see the aviation deal signed sealed and delivered this week, as the Italian Job video indicated it was done. That should be sufficient to blow the doors off the price targets that the brokers have on us.

Auto is going well and further contracts are coming. Fleet Gen 3 should put Aftermarket in a different league. Overall I'm positive, if impatient, after all this time. Yet, this is exactly the time when an investor needs to hold on.

From here on in I expect newsflow that will lead to rapid upward share price momentum.

I fear that after next week this board is going to be swamped by day traders telling us all why SEE is a stonking buy. Then, a few weeks later, why we should be selling.

Imagine ten CFP clones on coke. Frightening prospect.

Time to buckle up, tune out the road noise and enjoy the ride to a ten-bagger.

You need to relax ISB,

SEYE are experts at talking up their contracts. You obviously didn't watch the Italian Job video last week. So SEYE have won their first fleet contract...well done. It's a huge market and someone probably chose them cos they are probably giving it away. Come March 8th I guess you'll be changing your tune.

Clearly, it was meant to be seen just by a privileged few. Still, the genie is now out of the bottle and working its magic.

"I have a dream...I have a dream that one day this nation of private investors will rise up and live out the true meaning of its creed: We hold these truths to be self-evident that one day PIs will be treated equally with fund managers..."

Cast off your shackles and grasp freedom...[that was a party political broadcast of behalf of underprivileged PIs].

He probably didn't want any punters giving up with Aviation news so close at hand and the derampers taking advantage to spread doubt among the nervous nellies. Let's hope we get an official announcement very soon.

Brockwl,

Thanks for the information. It was a positive update and the direction of travel is excellent. I did want to take issue with this comment, though: "Failure to do that, or find another licencing deal, will ultimately result in a delay to profitability, and a further rights issue. Resulting in significant dilution, and massive loss of gains for current holders."

For me, it appears the hard work has been done. It's a question of a steady acceleration now as SEE comes to dominate the global auto/aftermarket markets.

I believe that we're going to win huge contracts in Aftermarket and an Aviation licensing deal, never mind more auto RFQs wins so I'm not pessimistic about prospects. Honda, Stellantis, and VW were huge wins for us and Toyota will come too.

That's not to say cash burn isn't something to keep an eye on but it isn't a huge risk given the deals that are coming. PM and his crew seem to have learned from past mistakes and planned ahead most skilfully. I trust this will be clearer after the events in early March.

Peggy Wu, who jointly filed the patent works for Raytheon (US arms manufacturer) which owns Collins Aerospace. On her LinkedIn profile she is described as: "Associate Director, Strategist, Speaker, Author: Human Machine Cognition, Decision Theoretics, Mixed Reality for Earth and Space".