Member Info for Matml74

It happens plenty on US exchanges including the Nasdaq so moving will not necessarily bring joy on the short attack and online manipulation front.

“ Honestly, this board will be 95% green boxes at this rate.”

It already is!

The last two sets of results Redeye have downgraded their “expectations” a week or so prior the release.

So is the investment case progressing as expected OR is it progressing according to Redeye’s some scrambled together downgraded numbers each financial report.

Is there any other broker out there that can provide an independent assessment of the smarteye investment case as these guys are paid hacks who have lost all credibility.

“ i have been reading past posts from estura, who i believe knows more than he/she is prepared to divulge. “

bull****. they are just another twitter hack ramping their position.

Of course they don’t need to respond to a bunch of insecure twitter users.

Absolute jokers.

I am serious and DON’T call me Shirley!

😂😂😂😂 so you been investing in AIM for 10 years but only now you think AIM is an open casino and the house always wins. Obviously a very slow learner!

BTW if you actually listened to the last interims and read the annual report you will realise that the company has stated both dilutive and non dilutive funding options are always being looked at by the company!

“ Hope SEE are taking note & reducing costs where appropriate.”

Why?

You have a company that’s business plan is to fund interior sensing development from Auto profits which they are not making and won’t make for another 12 months at least.

It is paramount that SEE invest now for the next phase of rfq for DMS/OMS from 26 onwards.

Both companies have secured the lions share of DMS through to 2026/27. It is the next phase of rfq wins that will decide how successful each of these companies will be. Not investing in growth now is poor management.

…. and that’s also not true!

Avacta has spent the last 3 years optimising dose and it’s still ongoing.

By phase 2 the dose will be selected (optimised) so this project has probably come 3 years too late…….. for AvA6000 at least.

Magna’s top customers in their mirrors product range in which they include camera and DMS electronics …….

BMW

Ford

General Motors

Mercedes Benz

Stellantis

Volkswagen

“ Convertible Bond Investor agrees not to sell Ordinary Shares (or any interest in them) nor engage in any short sale transactions in Ordinary Shares (or any interest in them) of the Company during any relevant calculation period, subject to certain exceptions.”

Post of the year. Well said.

It’s basically the same rns that was released this time last year for CES. It is a notice for investors of what the company is doing, not an advertisement for people to come visit them!

Launch of Gen3 will warrant its own rns as it is a significant material event for the company. People would moan if it was buried in that rns as poor marketing!

PM has stated clearly that it will be launched at CES!

Platforms get licenced as much as single agents. Makes no odds either way.

"The largest share of in-license deals into big pharma happen at platform and discovery stages. These are often the riskiest but provide the partners substantial support and control over program development. Deals signed at these earliest stages saw median upfront payments of $42 million since 2022.

• 29 biopharma R&D licensing deals were signed year- to-date in 2023 for platforms and discovery programs in an otherwise quiet year for dealmaking. Full-year 2022 saw 84 early-stage deals with big pharma."

Suggest you go and read JP Morgan biotech research. They regularly provide notes. Plenty of evidence there of the type and value of deals done in this area. Oncology licencing is high on the agenda for large pharma. $11.5b in upfront payment and equity in 20/21 for oncology programs

This is a good start.

https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/JPMorgan-Q1-2022-BioPharma-FINAL.pdf

This is ridiculous comparison. If you bought in at the SEYE placement early 23 you have done well as a SEYE shareholder. Problem is you were a shareholder before that you are significantly down on your investment and have been diluted as well. The placing at 30kr or whatever it was is why the gains look so significant.

Not true. This is an open label clinical trial and patients are told explicitly what the treatment is.

“ Mental given the investment case presented 3 years ago. So, again, given what price we should have been with a validated platform, your argument is nonsense. Nonsense.”

Wow chill out champ. I did not suggest the current valuation was correct or fair given the progress of the company.

You suggested the market conditions are the same as 2021 which is absolute rubbish. My argument was against that not whether the SP reflected true value.

“The market isn’t as dramatically different as people say it is, that’s just confirmation bias.”

Rubbish. AIM all share index has declined over 40% from its high in Jan 22. That is a huge flow of funds out of the market. Combined with rate rises and risk off growth the SP has held up well.