RE: 'Done Deal'14 Jul 2022 23:23
Shareholder value is ultimately delivered via the share price and dividends. How else are investors expected to benefit?
Certainly, I think SEE management is mainly focused on the business and it is doing pretty well. But it doesn't preclude pushing the share price up with an effective news strategy. Yet, as we've all experienced SEE is actually something SEE is very poor at. VW win announcement was a classic reminder of that.
Informal discussions with multiple chip companies have to be taking place as it is now obvious to all the major players who the leader in DMS is and how important DMS is. I guess PM is waiting for the official pipeline to grow, with Fleet and Aviation progressing and breakeven coming closer , all in the hope of obtaining good value. Maybe QC or whoever, aren't as yet able/willing to stump up the cash (they will get their money back from SSW soon, I think) he and the IIs want, as well as offer up guarantees to the staff? For example, would all those Aussies want to move to the US? Might there be a lock-in for top staff at SEE?
What SEE has failed to realise is:
1) Share price management is a skill, almost as hard as creating algos. However, it is a skill they don't have in-house and they don't appear to understand that. They also lack the skill to find a party that can do it well for them.
2) The stock market is slowly crashing as we enter a global recession. It is going to fall much further and quicker than almost all expect.
3) IIs will get ****ed off/be forced to sell off stocks as the market sinks.
Speed is therefore of the essence. SEE should be putting out news such as Coca-Cola asap. Similarly, with their next Jap win. The time to raise the price is right now.
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