Member Info for MrBB

I agree GB2, sadly , as I to hoped we would see the project to fruition over the next couple of years , resulting in a substantially higher SP,particularly if no new funds were needed.The inability to appoint a suitable CEO ( after almost 6 months) & the production glitch may have focused Kens attention on his limitations & their limitations to be come a truly global company without the assistance of a company already operating in that space.Being part of a large ,well known global company could also help speed up the signing of other OEMs ,in all of our target sectors , as they will be reassured by our being a division of a global organisation.Your figure of 21p is purely conjecture but if that happened it would give all shareholders a very decent return , if not as spectacular as our widest dreams may have hoped for & it would facilitate Kens ideal of the SEE workforce being well looked after.I would prefer a takeover to happen a year or 2 down the line ,for a much higher exit price & assuming we are able to manage the rapid expansion expected, but I suspect we may not get the opportunity.As ever -only time will tell.

Very interesting - particularly as it was announced in March that he was stepping down from his role at the Turing Institute to focus on research interests in the AI community & in particular autonomous vehicles. We know Samsung are aware of us & I would be surprised if The Prof didnt, with view to "seeing machines" being his specialist subject.He could , of course, be looking to make new inroads but however well funded there would be a substantial time lag between concept & a product ready for market .

I hold a small number of shares & have resisted the urge to increase my holding ,so far.The science & potential sounds fantastic but the outlook statement essentially repeated much of what had been previously stated , was one of the longest I have ever seen but fell short on not referring to revenues.Clearly revenues in the 7 months since 1/11/17 have remained very low ( otherwise they would have been mentioned) & I presume that our current monthly run rate remains low , despite all of the commercial deals announced over recent months.Interesting suggestion that further spin offs may be considered.Perhaps our brokers have been given a clue as to revenue projections but still makes it difficult to value OPTI so I will retain my modest holding for now & watch carefully as Ican see that we have the potential to be a large & profitable company but that will be in the future & I think we will need some cash sooner to cover the additional costs of becoming a commercially focussed company as well as R & D & technical

Very high volumes & it will be interesting to see whether any holdings RNSs are announced.Fallingshort on expectation is unforgiveable & companies issuing bad news often have more than 1 negative announcement to make.If we cut SEE a bit of slack & assume that K is now acutely aware of the cost of under achieving , I wouldnt be surprised if he isnt able to announce that shipments have re commenced within the 6 weeks referred to in yesterdays RNS.We are still awaiting the first & substantial Rail contract & K + Team must be doing everything in their power to get it signed ASAP.Should our SP slip back towards the 5p mark over the coming weeks I & many others will be adding to our already substantial holdings.Yesterdays RNS was very disappointing but there remain lots of reasons to remain cheerful- & not least observing A8 becoming super bullish again once he has bought back his 5mill + shares at less than 7p- & good luck to him as (if he is genuine) he will have made more profit out of SEE than any of us -so far.An unexpected low ball bid of 25p may rattle a few feathers however.

I admire the resilience of the majority posting here although todays RNS has resulted in me being less optimistic ,while still having a very large holding (which I increased early last week ) , the main reasons being- 1)KK told us in early March that shipment of G2 was due imminently.Almost 2 months later we are being told of a delay caused by supply chain problems.He must have been chasing our suppliers (& major shareholder ) since before the end of March- so there has been a serious communication breakdown & he must have known for some time that we had supply side problems 2)Either a careless error or our pipeline has slipped to nearer A$200mill than A$250mill in 2/3 months.with all the "noise " being made we may have expected our pipeline to have increased over the period 3)We are spread thinly being a tiny, yet global, company & the concern is that other problems could be lurking in the wings. I entirely appreciate that there is a massive amount of positive news & our potential remains very substantial but todays RNS casts doubt over KKs ability to be CEO/Chairman & emphasises the importance of appointing a top level CEO with industry experience & a reputation to match ASAP as we are approaching a 6 month vacuum in that respect.Perhaps todays news also stresses the need for us to collaborate with a larger company with substantial global connections in all areas affecting us, including supply chain. It is a great pity that last week our perceived future value increased substantially last week only to be knocked back this week.Lets hope KK has learned from his forecasting errors & he is confident that our actual revenue will be at the higher end of his revised projections, ie A$35mill rather than A$30 mill.

Presumably their buying power ensures that they never run out of essential components - another reason to tempt them to buy us

In decent volumes would be viewed as a positive -at least by me - as a sign of their confidence in our fantastic prospects & the fact that this should be viewed as a minor & temporary setback.

Since the 38-43mill target was set last Oct I have repeatedly said that we must achieve that target to give credibility to our offering.This failure will also encourage our enemies to question our ability to deliver when we are pitching for other OEM contracts & we are now more vulnerable to a low ball bid.Our major shareholder & manufacturer have let us down badly & should have ensured a clear supply line & my view is that the delay has been well signaled but perhaps Ken was hoping that the shipments would have started & he has been fooled by our supplier.Pity-just as it looked like momentum may have been building in our favour for the first time. This scenario also should provide grounds for caution about providing firm revenue projections only 3 months into the trading year.Ah well-its only ( paper) money !

175p would be most acceptable -especially as a starting point

If we were to win a contract to supply Daimler Trucks with 500k factory fitted units ,we could presumably cut the price based on factory to factory volume with no expensive & cumberson logistical fitting problems.We could throw in monitoring relatively cheaply as it will all be computer processed & generated substantial additional recurring revenues.I have not built up a large stake over a few years (but mainly in the last year) to sell out for a mere 100% profit (where I am now.We will either execute our business plan & our SP will respond accordingly -or a major global company will want us (hopefully in competition with others) & & our take out value will be much higher today than it may have been this time last week.Maybe we will be worth more than MobileEye but even the most bullish contributor here is realistically expecting 500p per share-although in the fantasy world of make believe many of us here would be very wealthy indeed if it happened . Enjoy the sunshine all

Long time since I had "two birds in the bush " and I am not sure I would be able to cope - but good luck to all have enjoyed that undoubted pleasure.

Surely the fact that if theEU recommendation becomes law all commercial vehicles ( including buses,trams,trains)will need DMS fitted at the point of maufacture-which will be much more pragmatic that pulling lorrys of the road for a few hours to have DMS fitted by an engineer-which is very labour intensive.Our DMS will be fitted by OEM & we will just be supplying very large amounts of product-straight from our factory to theirs.

Never been seen before - he must be very optimistic .

Founders have been here for a long time & some may want an exit ,cash & an easier life -but hopefully they will want a much higher SP -to make it all worthwhile

Maybe considered dull & boring compared to Auto but if we really are way ahead of the curve with G2 ( let alone G3 ,when launched) it could turn out to be more valuable than expected-particularly if all commercial vehicles & public transport will be compelled to have sophistocated DMS systems.Our only problem may be in fulfilling all orders !

It would be great to go into the weekend on the back of a strong finish & I would be delighted with 10p.Our lead in Fleet,Rail,public transport , apart from auto must result in the realisation by The Market that there is currently a substantial price/value disparity in our SP & that gap could be rapidly plugged.Yesterday we saw the SP of a multi bilion � company ,Ocado, increase by over 40% based on a deal with one of the largest US grocers - so lots of scope for our SP to increase substantially over the near future , although & as we all know no share goes up in a straight line.The order should start flooding in & we do need G3 ASAP & to ensure that the efficiency of our supply chain.Exciting times for we long suffering investors in SEE & lets hope that the turning point has been well & truly reached.

Who in their right mind would tell their wife/husband about any specific investment,as it will be a no win situation.when losing you will nagged incessantly & when in profit it will spent many times over .Discretion is the best policy & best to suppress your exuberance on rare days like today .Lets hope that tomorrow brings a continuation of what will hopefully be a decent re rating ahead of the weekend & good luck all.

The advantage of having first bought in a few years ago ,IMO, is that you slowly get to know a company & build trust with their products & senior management &,I have added regularly over the years ,supported the placings & increased my holding substantially in The Dark Period , early Autumn last year when we hovered around 3p for long enough for anyone to have bought (HH were unloading ) .I would definitely not have the holding I have now if I had made my first purchase a couple of weeks ago .Still early days & ,as ever, it won’t be s smooth ride , but if momentum continues accompanied by positive newsflow our SP will be substantially higher in future ,assuming we don’t get sold cheaply for 15p or do .Another 6p May sound great this evening but I believe that would substantially undervalue our massive potential -enhanced by today’s announcement from the beloved EU Good luck all & let’s hope we can at least go into the weekend on s positive note here .

Just offered 7.805p for 1.8mill online in one of my accounts ,while being unable to buy 50k online .Despite theselling someone wants our shares but they arent having any of mine until we are much higher./

Congratulations to all holders-one of which I am sadly not .Just wondered whether any of you feel sorry the several hedge funds who have been shorting this stock majorly & today received their comeuppance.Perhaps you can organise a whip round !!