Member Info for MrBB

I suspect we may only know how huge after the market has closed - if really huge

+ much volatility in global markets should be good for business.Well done to those having the bottle to buy more on the savage mark down on Monday.

In my experience Mr K responds very quickly to emails so you should raise your queries with him & share his response-if shareable

21/3/18-Finals-"series of significant newsflow catalysts in 2018"
17/5 -AGM Update-"broad series of newsflow anticipated for the rest of 2018"
Well-we are now firmly in "the rest of 2018" so the news should start flowing very soon ?

I would expect that a few here will have 6 mil+ shares ( apart from SEB & A8)

Strong Interims reported by HIK today-justifying the strong recovery in their SP.Hoping to submit the results of their endpoint study to the FDA "as early as possible in 2019"-which sounds encouraging.If they & we are confident of approval next year would they not be a likely candidate to put us out of our misery & offer 200p per share to we long suffering shareholders of Vec.The strong US$ surely makes us very cheap now to potential US bidders & I would have thought with our existing products, pipeline & potential to attack GSK with generic versions of the soon to be out of patent Eliptar (etc) range that we could represent a very attractive proposition to a prospective acquiror.As we are unloved by The Market I appreciate that our SP may weaken ahead of results on 11/9 & I remain poised to buy more if we have a final lurch downwards ahead of results

A8 must be increasing his holding ?

Volcano-I paid 130p for my first shares in Plus, presumably similar to your good self.
So our revenue,profitability& dividend yield are now all higher than IGG & yet they remain valued at a higher PE ratio than ourselves.I appreciate that they are considered to be the industry major , have been established longer & are "trusted" more than Plus but the gap should narrow, particularly when we are included in the Ftse 250,presumable in the next quarterly review.
Our SP may well pause for breath but,either way, I will not be selling as volatility & our expansion & growth are set to continue unless our founding & still fairly dominant shareholders decide to sell out completely -if they canfind someone to merge with.

100p of Samsung’s moneybper share would be cheap for them & most acceptable to most of us & our senior management

We all agree we havemassive potential + a crucia earlymove advantage being best in class(currently)-the vital point being that the advantage must be leveraged to our best advantage & ifthst means liencing Fovio with a decent royalty to a company better able to fully exploit the potential ,then why not ? Our Board & senior management should be highly motivated to achieve the best outcomes as they all now have millions of shares & will become very wealthy if we are eventually sold for a decent price

Was it zero (0) ?

Great collaboration & demonstrates great potential in Aviation although it would have been great if contracts had been signed & we were aware of the prospective monetization of this division of SEE.Clearly KK ( & Jack) considered this news to be worthy of a separate RNS & hopefully more news on the contract front will follow shortly.
Additionally I agree that it has been all quiet on the Fleet front ( & possibly installation of G" at the point of commercial vehicle manufacture) so perhaps a Fleet update will be forthcoming very soon & certainly ahead of Finals due next month.

It would be interesting to know how many shares we PIs here hold collectively & I will guess that we have between 40 & 70 million between us say 2-3% of the issued shares .Obviously some of us may know it is higher if ther personally speak for 30-40million shares !

A repeat order from "Ocado" announced today -which must be substantial enough to warrant a separate RNS suggesting that last weeks brokers forecasts may need re considering.Another possibility is that,despite apparently only just emerging from rehab another acquisition has presented itself which Joe & Mick wish to pursue & they are trying to engineer an improvement in our SP ahead of a fund raise/placing.As our year end was 30/4 they will have to bring forward our Finals , which should be easy with view to the 3 + months elapsing since 30/4.Either way looking good for decent divi to be reinstated & it will be interesting to see if todays RNS encourages a recovery in our SP.

Respect Sebs & I have a very large holding but lack the bottle to go 100% All In.Investment managers would always refer to portfolio theory as being the best approach to investment but the people I know who have profited most from the Stock Market are investors who did go All In & we have to hope that SEE becomes the winner which we all hope & expect it to be over the next 2/3 years - if we stay independent that long.

Spot on Seeing Tom & hopefully Jack buying some shares was also on the agenda.

We operate in a very fast moving market & our progress was never likely to move in a straight line .Growing fleet sales & recurring income arising should still provide a growing income stream & income from Automative etc was always going to be lumpy until Fovio starts being mass produced & supplied.We have to decide whether SEE will really be a winner or whether we will eventually be overtaken by high spending mega global companies.I am sticking in the expectation/hope for news of more substantial contracts over the coming months & remain optimistic.If our SP were to fall much further my dilemma will be whether or not to buy more shared

I first bought @ around 30p & obviously v pleased with recent rapid re rate-speeded up by £100 k purchase by Director.Momentum is building & I hope that the vindication will be the transitioning into the monetisation of our business model-soon to be revealed.

The statement was understandably bland.We should understand that issuing forecasts 1 month into the new year would be folly after the debacle of the forecast first issued last October .Clearly July was an excellent month on every front & perhaps by end Sept(when Interims publisher) we may receive a pragmatic outlook statement which will confirm continued strong growth . Disappointed with SP but still over 3 X higher than our 12 month low & still with expectation of strong newsflow over the coming months .Fovio & G3 will be our drivers of revenue,prospective profitability & value & I remain if the view that we won’t be independent in a year or two

Our headcount will have increased substantially ,apart from the increased costs pf producing G2 but unless we secure some new contracts with substantial upfront payments ( which is unlikely ) i would not be surprised if we raise more funds towards the end of the year or early next year & Ken said that that Jacks substantial experience was one of the reasons for bringing him in & I expect that he will, therefore, be dealing with fundraising, when required.Hopefully he will have invested some of his own funds here today ( unless he is excluded as an Insider)