Member Info for Matml74

Seize,

At least get your facts right. The company announced a contract win on the 22nd of December of minimum $23m!

They also announced a significant licence deal in October.

Seize,

R Griffiths original holding was 4.04% of the company in August 21. The % has reduced to what it is now due to the dilution from November 21 fundraise not any selling.

I get that but how does that relate to ADAS and your mobileye link? Adas does not help them meet the regulation which you imply it does.

ADAS is not DMS so this does not help OEM’s meet the upcoming regulations for monitoring the driver…….

https://www.primemovermag.com.au/high-stakes/

As others have said watch the KPI’s. SEE are confident enough to publicise those numbers to the market quarterly….. whilst competitors aren’t.

I couldn’t name any company that makes any of the multiple safety components in the car I drive. I don’t expect 99.9% of the population care. At the end of the day it’s a $10 chip.

Personally I hope the company focuses on execution and winning new business as the rest is just ego.

Paid for all chips installed in the car.

“( I for one really don't want to wait that long and will struggle to do so)”

So you wouldn’t be prepared to wait 5 years for a potential 20x return on investment? The vast majority would give their left kidney for that kind of return!

Really? It’s not ridiculous at all. No stock goes up continuously.

I will be holding this company until it gets taken over so it really does make no odds whether it’s 4p or 6p. No point in sitting and watching paper profits/losses go up and down if you don’t intend on selling the stock.

It’s pretty obvious it’s from Morningstar which is garbage. Zero credibility in providing real numbers.

Stick with what’s on the Avacta website.

Data from what source?

It’s bull**** as the majority of posts on the website are.

True that. Probably not best to try and understand AS logic on making positive communications as we saw with the redic “no new material” rns on science day!

Didn’t they say in the last rns that the trial was continuing and that completion of 1a is by mid year? Just because they didn’t say what the dosage was doesn’t mean the trial stopped. If you look at the dosages from the previous cohorts it is pretty easy to work out what the next dosage would likely be.

The FUD on here and twitter has been designed to make people think it’s been delayed and it’s worked.

Doesn’t this only apply to drugs that have completed a pivotal trial?

David, that is ridiculous. There have been 24 director purchases since the 1st of November. Do you truly believe that PM not buying informs the market of his lack of confidence executing the plan.

The 24 purchases by directors who also understand seeing machines strategic plan has done nothing to convince the market if the SP is anything to go by and a PM purchase will not do anything to convince it either.

The company needs to build a significant auto order book indicating a 40% market share, as well as prove its fleet and aviation verticals to convince a difficult market to get behind the company.

The $32m dollar SEE win from late December 22 was for 2024 production so I think Paul has a good understanding of what is happening right now.

“ The program carries an initial lifetime value of US$32M (A$45M) and is scheduled to start production in 2024.”

“ It needed an interview with AS,who is excellent at bringing it down to normal level, explaining what the results meant.But not to be.almoat like they aren't interested in retail investors...who would have thought”

There was an interview on the 17th of January which quite clearly outlined the implications of the data for investors, as did the rns on the 17th Jan……… yet many people didn’t want to believe the words in the rns OR the words in that interview. All science day did was provide the numbers that backed up the rns and interview from the 17th Jan.

Nicholas you seem really good at maths. Amazon lost $2.3b in 2022. Can you let me know how much that is per second. Thanks in advance.

Crowfoot,

If a large shareholder wants to unload a significant amount of shares at a certain price a market maker will not take on that inventory without knowing they have a buyer on the other side of the transaction hence the number of protected portfolio transactions of large size that get printed.

“ I think this were its uncertain whether its a buy or sell should be sorted out,not just avacta shares but all shares on aim”

You do realise that every single trade is both a buy and a sell? It’s called a trade for a reason as there are to parties involved.