Member Info for Matml74

"The scientists in the Company have been enjoying themselves with their experiments at our expense."

Possibly one of the most idiotic posts ever put on this board and that is saying something!

Teller ore reserve rns was on the 15th April.

Luzy, the extra shares are coming from the AIM market, hoovered up by UK and Aussie brokers over the next few months and then sold at profit to those in Oz who want them.

Why would they buy back shares when the use of cash to develop out Havieron provides significantly greater value to shareholders.

Have you done any reason this company at all?

Aussie and UK brokers will be stockpiling shares for the ASX listing and selling at a premium to Aussie funds. Those than aren’t held by long termers here will end up across on the ASX. Liquidity won’t be an issue.

Maximum annual capacity of the 2 trains is 21 million tonnes. Gold produced will depend on the grade mix and recoveries.

Okay and what happens when HAV and WDD come online and production is in excess of 500k per annum which is exactly what this company will be doing in 2-3 years time! 😁😁

Absolute bargain at the moment with what’s coming.

What do you think listing on the ASX is going to do. Increase liquidity! Nothing artificial about that.

13 billion shares is too many. The consolidation is going to bring this back to a reasonable number and also to ensure the minimum listing price on the ASX is dealt with, although 20:1 well and truly does that!

So many suckers here been done over by lifestyle AIM CEO's and their consolidation they trying to scare people into thinking consolidation is an issue.

It isn't!

There MAY be a 2.5% equity raise on the ASX. The business is currently producing huge free cash flow to fund existing business and expansion. No large equity raise is required!

Highly likely there won't and UK broking houses will be collecting shares for the ASX liquidity.

Crazy for anyone to sell prior to ASX listing.

You will also have noticed then that Federated have sell on occasion large chunks of their holding since it peaked in December 2021 at 439m shares.

It’s not been unusual for them to sell some shares but go ahead and make it a negative if it makes you feel better.

They still hold 294m shares for the record.

People should read and understand what the Valeo/Mobileye/ rns means.

This partnership relates to “high volume” models on the MQB platform.

Valeo provide the ECU and sensors, Mobileye provide sensors/SOC and mapping. Question is who supplies the dms. With Valeo’s relationship with SEE it is highly likely to be SEE.

Magna’s mirror win with VW is unlikely impacted by this program as this partnership is designed to make adas much more cost effective on high volume lower costs VW group models.

Terrible news with SEE’s strategic collaboration with Valeo.

“ Valeo's market-leading scale, expertise in high-quality cameras and processing units (hardware), software and system integration will complement Seeing Machines' leadership in driver and occupant monitoring system technology. Together, they will jointly pursue opportunities across the global automotive industry to meet the growing demand for enhanced interior cabin experiences by OEMs for their customers, alongside meeting important and expanding safety regulations across the world, including existing ones in Europe and China.”

😂 “correct valuation”

Markets would not existing everything is valued correctly.

I think Mitsubishi are probably better placed to put a “correct valuation” on the company than the AIM market, which they assessed as about twice the price from where the current SP is.

Easy money to be made from here, as it was with the covid lows.

Blackcap, Never seen that chart for SEE and I have been through all their presentations. You making that up?

Royalty per car is just under $10. If you go to FY24 report all the information is in that to do the calculation.

Give it up. You don’t know what you are talking about. More than happy with this as a base for auto for the next 3 years.

“ …… the total Automotive cumulative initial lifetime value of all programs won to date to US$392m (FY2023: US$321m), with the majority of that revenue expected by the end of 2028”.

This is way too sensible a post for LSE.

“My guess is that Tobii will outperform both Smart Eye and Seeing Machines this year but probably mostly due to the XR potential now beginning to be realised“

So irrelevant then.

They won’t go anywhere close to outperforming SEE in the dms market and haven’t got a pipeline of contracted wins remotely resembling SEE’s pipeline.

There is a clear commercial strategy. It’s all in the latest presentation deck.

The missing bit is how they will fund that strategy. Partnership with their eventual purchaser seems the most likely at this stage based on the ever growing list of indications that 6000 and then 6103 will be trialled on.

Writing in capital letters doesn’t make things real. More like something a child would do when they are being ignored.

You aren’t serious are you. SEE update the register when notified by the holders. They obviously hadn’t notified SEE by the 31st! You can easily do some math and work out it is due to the 15% dilution! Try it.