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The October 22 presentation is the only clear numbers we have for 2024 auto volume and I read that as 2.5m cars.
Would be nice to see some updated projections for auto from the company later this year.
Their marketcap was less than £5m before today. Of course significant news moves them more.
The Collins deal is masssive for SEE but the revenue is well out into the future and markets worldwide are discounting future cash flows heavily atm. Until the interest rate environment changes and the market is willing to speculate on future growth SEE is stuck. It will turn eventually and this will be worth multiple billions as the booked future revenues become reality.
Agree totally market is mis-pricing the Affyxell stake and significance of it. IMO the IPO will be significantly greater than average Nasdaq IPO. MS opportunity online for Affyxell is significant.
A couple of points to consider however will be that the Series B funding round will need to be very large to get 4 targets into clinic by end of 2025 so expect a reduction in % ownership.
Hopefully Avacta can maintain a minimum 10-15% stake in Affyxell after dilution with future milestone payments by the time IPO occurs in the next 18-24 months.
Exciting aspect to the business this partnership.
There have been plenty of big deals over the past 18 months. AIM will not value this company efficiently until the cash is banked.
This play IMO is a buyout prior to the significant high margin auto royalties which really start to flow in 2025. Deals like this, gaining further auto market share and then the golden goose…… Gen3 aftermarket….: will determine the buyout figure but I am betting it is significantly north of where the current marketcap sits.
“ This would put GGP to the sword on their debt financing and - perhaps - shake the tree hard enough that they’d agree terms for their 30%.”
……. If that is the case then please step forward Wyloo Metals. “ We are proud to be supporting Greatland to develop WA’s next copper-gold mine into a low cost, modern mining operation with very high environmental and social standards.”
It seems to me that SD and the board have foreseen potential events of this nature and also the opportunities that may arise from them and have sought the backing of Mr A Forrest.
“ the program has been awarded with certain minimum volume guarantees, covering a number of vehicle models with start of production scheduled from early 2024 and an initial value of a$27 million, bringing the total number of oem customers to 10. the program will be delivered via company's embedded driver monitoring engine (fovio e-dme software library), pre-integrated and optimised for qualcomm's 3rd generation snapdragon® ****pit platforms.”
“business as usual”
Redirons, That is my point. The sunset clause as part of the JV contract means that the delivery of the FS will occur before April 2024 no matter what transpires between NEM/NCM in the coming months.
Starbright,
SD stated in his most recent interview that there is a sunset cluase with respect to the delivery of a feasibility study which expires April 2024.
So worst case scenario a FS has to be delivered before this date. Its highly likely that the NCM/NEM takeover will not have completed by that stage, even if terms are agreed and a positive shareholder vote occurs in the next couple of months.
Really? Are they mining it this week and selling at spot? Give me a break. It means Jack ****e until it starts coming out of the ground and is due to be sold which won’t be for another 12 months or so.
Brockwl,
I didn’t say you got the wrong number I asked where you got it!
Having now seen your reasoning I know you made it up.
There is no breakdown of which OEM’s contribute to the 173,000 odd cars that had SEE dms in the quarter….. yet you tried to imply there was an issue in the reporting of SEE wrt to bluecruise.
The 56,000 reported bluecruise numbers by Ford could very simply be included in the 173,000 reported by SEE.
"Others can sell generic velcade so why would anyone buy / prescribe it at a higher patent med price if it’s only as good as generic versions of the already approved drug."
There would be no/reduced side effects. That is the whole point of the technology and what appears to be shown in the preclinical.
If you are that impressed with the SEYE CEO why would you not just go and invest in that company instead of *****ing on here.
Why anyone would invest in a company that they don’t have faith in the management is beyond my comprehension. Shows a completely disregard for the management of their own personal wealth.
If you ask a stupid question expect a stupid response in return. FFS some people need to grow up and take some personal responsibility for their investment decisions rather than cry on a bulletin board.
You have had plenty of opportunity to sell at 12p over the years.
“ What happens on a daily basis at Seeing Machines?”
Yep last set of trading accounts suggests they sit around twiddling their thumbs all morning, crank up the barbie at lunchtime and smash through a case of VB all arvo.
Gallmat,
Efficacy will be tested in Phase 1b. Trials are often stopped on ethical grounds if the proposed treatment is showing significant advantage over comparator. According to the SD slide there will be direct comparison against dox, so whilst the trial protocol might suggest a lengthy P1b there are scenario’s whereby that may not eventuate. Based on the data so far, the complete understanding of doxorubicin as a cancer treatment, the company and investors will have an understanding of the value of its first clinical candidate within the next 12 months.
“RNS just out seems to confirm my point about HC!!”
Why? The quarterly payment was due this week so this rns was expected. They now have received over 3% of the company so in the next few quarters it will be revealed if they are selling or not.
"does however seem to show there’s not much above or below it. Let’s hope it goes laterally though and it’s a huge sideways slab of gold. You just never know, but the nugget effect is true."
RNS states open at depth so you don't know what is below it.