Member Info for MIdnightPete

Thanks.
Encouraging presentation.
The business is in a great spot.
Very strong and reliable revenue growth could be supercharged by agritech, metersave, and acquisitions.

I suspect they'll be overtaking them sooner than Bloomberg think...

Hot off the press: Tesla's sales figures are very dodgy indeed.
https://twitter.com/PlainSite/status/1537073651245191168

The very last thing you would expect from a man of Musk's probity and good character!

Who could have guessed

Strong results.
Nice to see more than one or two shares change hands today.
"Under the radar" barely captures it.

"On Thursday, NHTSA said it had discovered in 16 separate instances when this occurred that Autopilot “aborted vehicle control less than one second prior to the first impact,” suggesting the driver was not prepared to assume full control over the vehicle.

CEO Elon Musk has often claimed that accidents cannot be the fault of the company, as data it extracted invariably showed Autopilot was not active in the moment of the collision. "

https://fortune.com/2022/06/10/elon-musk-tesla-nhtsa-investigation-traffic-safety-autonomous-fsd-fatal-probe/

Good grief.

These last few weeks and months I've been allocating money to lots of very decent companies that are hopefully near their lows... but not one has a risk/reward profile like SEE's.
SEE is my second biggest position (first by initial amount invested) but, even so, these bloody vids are not helping with that tormenting suspicion that I'm underinvested here.
Perhaps time to be bolder?

No worries here, TC, but most all decent US and Euro small and mid caps have them and it's surely no sign of desperation.

Looks good.
But - best I can tell - no investor presentation document, spelling out where we are and we're headed. (You know the thing: a 20 odd page PDF doc with talk of TAMs and CAGRs and punctuated with optimistic graphs)
We are crying out for one of those. There's a certain inevitability about where we are headed ...and that can be readily communicated in a few pages.
At the moment prospective investors must piece together bits and bobs from RNSs... and some might happen upon eye-opening graphs tucked away in the middle of InvestorMeet videos...

Cheers, Terry. The market is sleeping not only on See but on Qcom too.

9 models after all these years.
39 within another 12 months or so.

That's why I'm here.

Thanks, RightOn
Take a quick trip around Mackay - courtesy of Google Streetview - and the enthusiasm of the locals becomes readily understandable.

Lovely stuff.
https://ca.finance.yahoo.com/news/exclusive-biden-tap-no-2-200317475.html

Yes please.

You'll never make any money buying the past.

Yeah, 2 big Qs, I think:

1) Why has it gone up so quickly in Poland? Was it just a realisation that at 2/3 p it was very cheap because the company does seem in a pretty decent place right now? See eg https://www.sharesmagazine.co.uk/video/serinus-energy-senx-jeffrey-auld-president-and-ceo
or is it a leak?
Do we have any Polish speakers who could take at look at Polish trading fora or whatever?

2) Where do we stand re the shares admitted to the market to sort out the debt. I've no idea about the mechanics of these things but there have been huge buys coming in over the last few days and the SP has barely budged. There's clearly significant downwards pressure still...

Fairly new to this but - leaving aside the emotions of traders - why would the admission of 8million shares at .68p meaningfully impact the SP of a company with c 1.5 billion shares at c. 1p?

A mere drop in the ocean.

Seems like folk got wind of this:

https://news.sky.com/story/transferwise-to-hire-banks-for-blockbuster-float-12167155

Lovely stuff. Provided the broader market doesn't really bomb the next few years are looking very tasty.