Member Info for MrBB

It will be interesting to see whether we received any positive press comment & whether today's news will be viewed as transformational ,which I suspect us the feeling within SEE.Fovio was truly launched today & other OEMs considering our offering may now be tempted to move more quickly .More positive news due in coming weeks & breaking 10p decisively now appears to be a distinct possibility.We must also be more attractive to prospective predators as if they wait too long our value is likely to be substantially higher than it is today .Glad to be long as are all we long termers .

Think he bought back just before close on Friday ,following occasional SP disparity @ 6.99 p

Agreed -what value our Fovio chip as a stand alone investment ?If $250mill or more equates to 8p per share so what value the rest of our business .Interesting to see how Mr Market reacts & our resident Bears

‘Wouldn’t want to have been out over the weekend ‘-cliched but occasionally true.IMO-a truly transformational RNS & likely to speed up the announcement of 1 or more major Auto deals in Japan & perhaps Mr Musk will soon accept the benefit of Fovio ( not a big money spinner but great PR)

Denso are clearly a gigantic global major with the ability to scale up very quickly & with substantial cost efficiencies-so, I have suggested previously, perhaps they should consider buying us for a fairly modest price ,for them, the ability to fast track their offering & achieve global domination in Fleet,Auto Aviation,Off Road & Rail-apart from the many other applications which our technology could benefit

If Al exited his squillions of shares @ an average of 8-8.5p & he decides to buy back , should our SP slip below,say 7p, is it fair to assume that during the period of his next resurrection he will, again, become exceedingly bullish, only to become even more exceedingly bearish once he has sold out again, hopefully @ over 12p next time.Good luck to Alex as he has traded 2 or 3 times ( or more) brilliantly successfully & almost certainly made much more from SEE than any of us.It is a pattern & we must all ( or most of us) say that he does manage to sow the seeds of doubt & may even cause the odd weak holder to bale out . Most of us do not have a problem with a balanced debate & there is no point in us all proclaiming that " this time next year we will be all millionaires ,Rodney"without considering the downside.The upside still looks much better to me right now & there remains the potential for an RNS or two to be considered transformational & consequently substantially reducing some of the perceived risk here.

Guardian installations may well be currently be in decline due to the fact that we cannot ship G2 due to the component debacle.Once we are able to ship & invoice our clients, I would have thought it perfectly clear that Guardian will continue on its growth path & it would be interesting to know the total value of all contracts under consideration as it could well be higher than expected & I presume that a firm figure will be calculated in this respect as at 30/6/18.

Perhaps the signing of a contract with Toyota & or Honda will focus our competitors attention on how highly regarded our technology is & in order to own it they will then have to pay a premium for our SEE shares as there will be plenty of competition for our speculative little Aim quoted company. Still optimistic & not raining.........yet

I have a relatively small holding which I am considering increasing as if all of these collaborations, deals & contracts result in the expected revenues we will be extremely profitable once wee have exceeded our fairly modest break even point.Our Board have not been prone to issuing large amounts of equity & appear to be ruthlessly efficient at managing limited resources & keeping costs under control.If we can demonstrate monetisation of our portfolio our SP will respond accordingly &/or a larger global player maybe tempted to buy us , for a premium.

Our SP may well drop below 7p again or 6p, in the absence of news & substantially reduced volume.KK hinted strongly at imminent contract news in respect of Rail & Aviation ,& we are now 2 weeks into the 4-6 weeks delay in receiving our low cost ceramic components ( & I am hoping for nearer 4 than 6 as KK would not want to disappoint again) - so June could be a big month for positive news.There may even be news regarding our project with TFL for London Buses which could result in a moral boosting ( if not massively lucrative ) contract in the public bus sector,which should pave the way for many similar contracts.Right now I believe that there is a bigger risk of being out & I am not prepared to take that risk even though if I sold now I will have made a substantial profit with the possibility of buying my holding back in the near future for less - but from a personal perspective I am not prepared to take that risk.Good luck to all-whatever your strategies .

When Intel paid around $15bill for Mobileye they presumably considered developing their own product but concluded that Mobileye had a substantial market lead with a first in class product & decided to pay a substantial premium to save 2/3 years in developing their own product.Perhaps there are other major companies considering SEE in the same way & for a major global mutli billion $ organisation 1bill US $ would not be excessive IF they believe we have stolen a decen march on our rivals. Of course there will be competition in this new & very hot area & of course we are invested in a tine & highly speculative AIM stock which has the potential to disappear under a mass of debt & superior competition from The Big Boys - & we all knew when we invested how speculative this investment was.We are now at the inflexion point, which KK well knows, & he has to produce over the coming months to de risk our proposition & add value & I still believe that his game plan ( supported by senior colleagues) is to take it to a certain level & then sell to the highest bidder.He will be aware of his & their limitations to take this company to being a global company with turnover of hundreds of millions of $s around the globe & the recent Components debacle has emphasised their limitations. A* & the doubters may well be right....or wrong & only time will tell but we are now at that time when either substantial value will be added ...or not. There remains much great news to be published aside from the many risks, a major one of which is,of course , credible competition Remaining optimistic & prepared to buy more should our SP slip below 7p ahead of news of shipments ( at last commencing )

If Denso spent 25% of their R & D budget in buying us we would get about 40p per share making most of us substantial profits & Denso would have gained a massive advantage in the global market for DMS across all of our sectors .Hopefully their 40p bud will be trumped by any one if 3 or 4 major global players who also wantt market share & perhaps our exit will squeeze to 60p Enough dreaming for now as I have living to generate & my alarm will be going off soon so no time to dream 😂😂

We all have our own plans & invest in the hope of generating a decent return.I have been investing for too long to believe in certainties-I have been disappointed on too many occasions.I doubt whether Al really believes he can influence our SP & IMO he just enjoys playing devils advocate & being contrary.So what - I suspect he has made more cash from See than most or all of us.Many of us long term invest & hold investors haven't sold any shares & therefore have not,yet ,made any profits.If deals,momentum & cash floe grows we may yet have our day & as more deals are signed there is always the chance of an unexpected speculative bid.Feeling very comfy with my substantial holding here & hoping no more major set backs

Is one of the most successful business men/dealmakers in modern history having built a gigantic global company from scratch.With view to his age & substantial connections I would imagine he will be in a hurry to build this new business to give him the satisfaction,despite his immense wealth, of proving himself,again ( not that he needs to ).I am sure he will be wary of issuing too much equity which bodes very well for the SP & I would imagine that the opening price will be substantially than yesterdays close.Congrats to all holders !

There will be many backing Sorrels potential to create another substantial company -which he will surely do .Existing shareholders will obviously be massively diluted as once he has reveresed his company in,injected £40mill & new investors inject their £11mill ,I would have thought it would be valued @ over £100 mill + the premium for the desk maestros involvement .

Ken will be very mindful of disappointing investors & the market & his revised forecast of A$30-A$35 is quite broad,bearing in mind there were only 5 weeks before the year end.My guess is that we already have $30mil & anything else invoiced .June will add to it ,ensuring that we achieve towards the higher end of the revised range.I am hoping that his expectation of 6 weeks also turns out to be conservative & the mystery missing components arrive in less time enabling some shipments before 30thJune .Maybe the long awaited first rail contract will be signed before 30th June & perhaps a flight contract.There remains much to be optimistic about here & glad to have remained fully invested

If we signed deals with manufacturers of Trucks etc ( eg Daimler) our product would be factory fitted as part of the manufacturing process & then less dependent on engineers or finding a convenient time slot to fit the widget.Substantial orders of a couple of thousand here &there would be replaced by orders for hundreds of thousands & if our monitoring services are required there will be substantial recurring revenues arising.Could be gigantic , but I doubt whether we will stillbe independent by then

Had I known I would have invited him round for dinner .Hopefully is is here for several positive reasons & hopefully he will also be popping over to Germany too.Perhaps TFL have signed up to buses , tubes & Thameslink etc-all to help create a safer London.Perhaps he is meeting our brokers to discuss options & strategy & maybe one or other organisations may have expressed an interest in our worthless ( in the minds of some,for now) & overvalued company. Cliched as it sounds, & not intended as a ramp , ( even tongue in cheek), but I am not sure I would want to be out of SEE over a long weekend ?

I believe Ken to be an honest chap & maybe a tad naive but a ramper he has never been .I so not consider myself a ramper either & I would prefer us to remain independent for the next couple of years when,if all goes well, we will be worth substantially more than we are now with the potential dominate certain key sectors of a dynamic & rapidly changing & expanding market.I am merely pointing out that the reality is that our senior management team may consider that they have taken us as far as they are able & our IP,staff , customers & shareholders may be best served by being part of a substantially larger ,global company who will be able to ensure that the rapid expansion of SEE continues smoothly.If that is the case there is unlikely to be a shortage of interested parties-the 64k question being how much they may pay per share for the privilege.I am staggered that A8 claims to unable understand the rationale for a prospective buyer to consider an acquisition of SEE - & I do not believe him for 1 minute.

We must have been selling products since Dec as our revised revenue is now expected to be in the range A$30mill to A$35mill & unless Ken is stupid ( which no one credits him with) , although perhaps naive for even issuing a revenue forecast last Oct, he must expect revenues to be at the higher end of that range.Otherwise I agree that Mondays RNS has cast doubt on our ability to deliver on expectations, which in my opinion now makes us vulnerable to an earlier bid than may have previously expected.Our senior management will obviously be disappointed to be missing targets & letting down customers & that could cause them to believe that they have taken SEE as far as they are able & they would be best able to achieve their global growth aspirations as part of a global company, eg Samsung, Intel ,Bosch, etc .$600mill US would be a very cheap entry level for a global company who understands the vast potential of the SEE offering &, if we got really lucky, there could be 2 or 3 interested parties which could force the eventual price to around $1bill , or 30p + You have clearly done very well out of trading SEE Alex & you have to decide whether you should currently be in or out & while you may well achieve a lower entry point, you may also miss the final fanfare .