Member Info for Matml74

Did SEE investors get the message…… SEE don’t even bid on most of those smarteye wins!

The volume was 10m shares. Seriously it’s not like all the institutions holding this stock have decided to dump their stock. A few PI’s have sold….. move on.

"What are your assumptions on time to market?"

Trinity Delta: Royalty: 15%; Launch year: 2026; Peak sales $1.5bn

Brockwl,

Why are you thinking SEE would be put into 1m cars in CY 2023?

The chart from the October presentation which is the companies estimate shows a figure around the 700k mark for 23.

2024 is the expected year to be in put into over 1m cars.

One that many have missed.

One of the patients on the trial has had 8 cycles of AVA6000.

Now why would that happen when they are only meant to have 2.

Can only think of positive reasons myself.

Thought the last month was quite positive news wise. A tie up with Mobileye, strong trading update and the CFO buying shares.

Just because the market is missing the point doesn’t mean the fundamentals this month have not been positively enhanced.

You get to ask him next week Freewill at the investor meet presentation but I am guess you won’t bother like others here who ***** and moan but don’t attend the meetings.

PM has given everyone the data. It is very easy to calculate where this is headed based on minimum values of won contracts. Winning further contracts is cream at this stage and if they can get fleet to the levels discussed at the Italian meeting then the opportunity here is immense.

Funny how we haven’t heard from anyone that was questioning what AS “therapeutically relevant” levels meant since that slide was published!

Thank you for highlighting it here!

He also said a Nasdaq move would be considered if there was some ‘scale event’ or if SEE decided to be the driver of consolidation in the market. Think he was just throwing ideas around rather than any real plans.

The Rns on 17th Jan was the simplified version. All spelt in that quite simply with the detail provided on Thursday. “Chemo without side effects…….. or at least not many”. How much simpler does it get?

You heard correct.

Hopefully Sipps but US markets were shaky last week on Fed minutes and inflation numbers. Still huge amounts of institutional cash on the sidelines and will be until clarity on US inflation.

Tech sector is a no go area for the vast majority of II’s at present until the inflation/interest rate situation sorts itself out. Only specialist institutions might have remit to invest but what is the rush at present? Wait for confirmation of market dominance through large contract wins and still pick up shares under/around last placing with significant upside.

The risk is missing a potential buyout but we now know the MCAP PM has in his head as worth putting to shareholders so the risk there is small.

They should stop reading twitter then….. or having unrealistic expectations about how markets work.

How can anyone be disappointed when they haven’t even seen the presentation?

A_Clabb, Probably the most sensible thing posted on here today. I expect something similar.

Lewbo,

You must have drunk to much at Xmas as SEE had a big auto win. 22nd December 2022.

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

And the ‘push back’ attitude is probably why SEE’s share price lags where it should currently sit. There is no push back. The tech is mandated in the EU from July but the rest of the world will follow in quick time.

It will be in every car in Europe initially and then the rest of the world by the end of the decade…… like seatbelts, like airbags…….. because it will save peoples lives.

“Well apparently a Science Day was an annual thing until covid., or so I've read here.”

There was only one other Avacta science day in early 2019. It wasn’t an annual event.

Agreed it would make zero sense to be exclusive with Mobileye so nothing to see there really. I get the Magna exclusivity in the mirror and think the short term timeframe on that deal was smart business.

If Mobileye wanted exclusivity I would expect PM to say get your check book out and bid on the company as that’s the only way it can happen.

First mover advantage is with SEE at present. Execution over the next 12 months is key.