Member Info for Matml74

Seriously why post something completely irrelevant to SEE. It very clearly states “restraint control system”

If you read the article it tells you exactly what the award was for……. And it’s not DMS!

Time to think rationally here as the emotional rollercoaster of some members of this board is unhealthy in making rational investment decisions.

2 months ago PM clearly laid out the size of the market, what they excepted to win by both volume and value, what they volume of vehicles would contain SEE’s dms from current wins and the additional volumes which are currently being bid on.

It is very clearly laid out and can be assessed by anyone with some financial nous. For those that don’t or are not inclined to put that time in, Cenkos did an interpretation of those numbers for all to see.

Nothing has changed in the last week or so with a few seye wins. If you don’t believe SEE’s numbers, exit otherwise let the company play their cards.

Exactly Oldfool. Ford are not going to put a $70 dollar Magna mirror in a fiesta when they can buy seye dms for less than 5 bucks.

Absolute madness for any shareholder to buy seye based on todays win when there is a rights issue coming. That will be heavily discounted as the company couldn’t raise funds at this level all year.

David, I don’t necessarily agree with that. I’m in a decent profit now from early 2020 but in. Back to last years highs and it is happy days.

I have no issues with how PM is running the company. The reduction in SP in 2022 is clearly related to the macro issues and the out of favour tech growth equity market in a high interest rate environment. The worm may be finally turning in this regard.

The only reason to hold a company like this for me is a buyout. The large increase in revenue is still not coming until 25/26 and profitability at least 12 -24 months away. Ignore SP until Magna or QC make a bid.

Its a good note. Very conservative. Much upside to be had.

"For example, where else have AVCT said they’ve been working on this M&A strategy for a year?"

The below is from the Launch acquisition RNS from October....... "Avacta has been working for a year on this M&A-led growth strategy for its diagnostics division and the establishment of a pipeline of potential acquisitions in the European diagnostics sector."

It is a good note but

To be fair Starbright the CEO has on multiple occasions that the P1a readout is a major inflection point for the company. Shareholders should expectant of this point in time. It is a major milestone for the company.

Fantastic. Early January will be exciting.

PK data generated from blood and urine samples.
Biopsy’s provide evidence of cleavage of dox in tumour.

The delays in P1a have been down to recruitment and this appears to have been the case for the 4th cohort.

The company has won $200m worth of auto contracts in the last 12 months plus a $17m exclusive licence, the chairman has bought on multiple occasions as well. I couldn’t give to figs if PM buys any shares as long as he keeps producing 12 months worth of business like that!

“The drug IS expected to be a success (insofar as anyone can tell at phase 1).”

This statement gave your game up.

“This very positive progress reflects the safety profile and tolerability demonstrated in patients enrolled in the study to date." Alastair Smith RNS 1st September, 2022

Definition: Drug tolerability refers to the degree to which drugs' overt adverse effects can be tolerated by patients. The tolerability profile is of comparative importance to its efficacy and safety, as it largely determines adherence to treatment and ultimately treatment success or failure.

“Statements about clinical trial data should include proper qualifications so that investors can make their own informed investment decision about the significance (or lack thereof) of the applicable data. Particular attention should be paid to disclosure around a product’s safety or efficacy as these disclosures draw particular attention from SEC and DOJ, and can potentially draw ire from the FDA if they inaccurately reflect the scientific data.”

Bull**** again….. Anyone calling the RM will be speaking with a McMillan nurse from their call centre, who will have no association with the Avacta trial and would need to call the clinical trial team to get any information on it.

Bull**** Eddo. No one involved in a clinical trial would pass on information like that over the phone. You can’t just ring up and ask to be on a clinical trial of this nature for FFS.

“ According to PMG OEMs have to make a decision by the end of year.”

This statement is not true. PM has never said OEM’s need to make decisions by year end. He has said that they are leaving it late on decision making if they wish to meet Euro NCAP.

The facts are that SEE are currently bidding in the current round on 10 RFQ worth in the vicinity of $A1 billion. The wins will come at some point but doubt there will be 10 rfq decisions by year end.

Shell framework agreement should start to see numbers ramp up in FY23.

“ How does one “expect” to know what is going on within the TME without a biopsy?”

You can ‘expect’ a result based on a a predicted outcome of your hypothesis or theory. Until they say it ‘does’ increase intra-tumoural exposure to Dox it is still just a prediction.

Now why would the provider of the CN, who also paid out $17.5m in exclusive licence for a 3 year period, who have been a partner with the company developing a product they they will both mutually benefit from for many years to come do something like that!