Member Info for Maplinman

It is certainly up now, though there may have been an issue earlier. Thanks.

Personally, I'm keen to hear from anyone who thinks they have a handle on what fleet sales will be -- rigorous debate will of course ensue and that is as it should be. Fleet has always been a wobbly leg on a 2-legged stool.

Certainly, See would be doing us all a big favour if they put out monthly fleet figures, as suggested by others.

Here's the link: https://www.youtube.com/watch?v=0zSmycYlyHc

This is the kind of passion Seeing Machines' sales people need to close those contracts. The black woman in this video should be put in charge of sales or at the very least give a pep talk to Paul McImminent + Pat Nolan.

There are calls for calm both from police and our nation's leaders, after video emerged of a violent confrontation, sparked by panic over the coronavirus. #9News pic.twitter.com/w1cgGmIvkS— Nine News Australia (@9NewsAUS) March 7, 2020

Here's the link to the Universities page on their website: http://www.reactsc.co.uk/post/case-study-one-stop-shop-specialist-cleaning-for-universities

It's a pretty informative site. Just wish they actually named their clients as it adds credibility. Not just someone with a mop and a bucket!

This appears to be a quality outfit. I believe one of their clients is Nottingham University. Interesting that one of the world's leading specialists on the coronavirus Prof Jonathan Ball, Professor of molecular virology, works at the University of Nottingham.

This pandemic is getting bigger with every passing day: https://www.telegraph.co.uk/global-health/science-and-disease/coronavirus-uk-news-cases-latest-update-covid-19-live/

Judging by the news on twitter, schools & universities, hospitals, workplaces, pubs, clubs even places of worship around the country are having deep cleans.

I imagine React are very, very busy and an upgrade will follow in due course.

Daily Mail has put out a map showing locations of coronavirus victims in UK. https://www.dailymail.co.uk/news/article-8077525/UK-coronavirus-cases-rise-90-amid-fears-illness-spreading-inside-NHS.html

This was before HSBC shutdown in Canary Wharf. Government moving to face 2 to prevent spread, which may mean shutting of schools, businesses and cancellation of events. I assume many may opt for a 'deep clean' to reassure public. Must be sending business demand through the roof for firms such as React?

Retrofit market for putting Guardian into Alstom trams looks to be a decent size, judging by slide on page 68: https://www.engineersaustralia.org.au/sites/default/files/resource-files/2017-01/sydney_light_rail.pdf

They do some subcontracting. I don't know the percentage. I agree, don't think they have lots of offices.

Here is the website: https://www.reactsc.co.uk/

My understanding it that it offers a nationwide service.

Apparently our buddies in Oz are short of toilet paper: https://www.bbc.co.uk/news/world-australia-51731422

I'm prepared to offer to send a packet of Andrex to PM 'imminently' if he tears strips out of Pat Nolan and releases that Aviation RNS for a license deal. Otherwise PM may have to tear strips out of The Australian newspaper.

https://www.stifel.com/docs/pdf/pressreleases/2019/Stifel-KBW-Combine-Starmine-Awards.pdf

Essex latest coronavirus: https://www.essexlive.news/news/essex-news/ilford-medical-centre-closed-due-3913157

I'm not going to add any more. It is clear that containment of coronavirus will necessitate a lot of deep cleaning. Never really known anything like this.

Thanks Stan. I wonder how the analyst we'll get is ranked by Extel?

http://www.extelsurveys.com/extel-2019/

It is good that PM has delivered on the new US broker. Hopefully, SEE have asked them to deliver an initiation note asap. I saw a rep from Stifel UK office at the CMD. We will have to dig and see what the analyst is like.

Of course we should always be sceptical of management and Stifel haven't taken this on out of the goodness of their heart or concern for PIs. We await the aviation license deal RNS with baited breath. Not to mention the numerous auto OEM contracts.

Smokey, I certainly can't blame you for wishing to diversify into stocks that have a bit more momentum at the mo but it is too early to give up on SEE.

More deep cleaning. It is really kicking off: https://www.getsurrey.co.uk/news/surrey-news/surrey-coronavirus-live-schools-gp-17820405

I agree with that, absolutely re. profitability. Coronavirus should also increase profitable business and raise profile of the company. Demand for deep cleaning will surely go through the roof. School closures, businesses etc. They will have to err on the side of caution, close and deep clean: https://www.getreading.co.uk/news/reading-berkshire-news/berkshire-coronavirus-live-school-closures-17822069

Smokey2,

Could you do me a favour and explain the evidence for fleet installations slowing down? At year end SEE said there were 20,551 fleet installed. https://www.investegate.co.uk/seeing-machines-ltd--see-/rns/half-year-trading-update/202001300700134067B/

What do you think the number is now? I've been stung in the past giving SEE the benefit of the doubt re. fleet so I'm just trying to understand how you've arrived at your finding. Thanks.

This makes as much sense as buying BYOT. Both should benefit from coronavirus. Moreover, this is due a re-rate following management changes and business repositioning.

I agree, BYOT has cleaning products. REAT also looks a good bet given concerns in the UK over coronavirus. It is a specialist in deep cleaning and is moving up today. Certainly worth a look.