Member Info for MrBB

I a man sure that the majority willl agree that this is an informative Board with some very knowledgeable posters,some of whom spend large amounts of time researching SEE & providing useful & often encouraging information.I have no problem with Bears putting opposing views &,in truth, See has been a disappointing long term investment for many investors & I entirely understand that some Bears will be convinced that it's wishful thinking to expect 10p,let alone 15,25 or 89.Nothing said here (or by CM) will move our SP -that will only happen by achieving /exceeding our stated targets, signing more major contracts & proving our tech as being market leading & first in class-but for those of us who have built large positions it is a comfort & interesting to hear the views of like minded people,most of whom we hope are honest with their opinions & who have integrity.

The signing of the long awaited/anticipate/expected first & large Progress Rail Contract before 30/6 would also be most welcome -particularly if it comes with a sizeable deposit,some of which can be taken to revenue.Additionally Off Road may surprise on the upside in the second half as it appeared to be gathering momentum during the first half & we do now have a Caterpillar Non Exec on our Board.

As we continue to win orders around the globe the logistics of supplying all customers with a very broad global spread could prove tricky which may temp KK to sell before we have reached our potential but which would still make him immensely wealthy.However most of our senior management do not have very large numbers of shares & that make him stay in the game a bit longer.It would be fantastic to think we could be worth �4bill one day but I suspect that our independence will be lost long before then.

Has our SP fallen following the RNS confirming a large order as we also confirmed that it will be fulfilled using part of the batch of G2 currently being readied for shipment .We wouldn’t have expected anything other than G2 + does that statement suggest that no G2 units have been shipped as yet ,which,if so, could make achieving revenues of 38-43 mill by 30/6/18 tricky .Always better to over deliver on expectation & under delivery would be damaging to our credibility .Hopefully today’s RNS will be the first of several before 30/6 & a trading update will be provided nearer to that date confirming that we are in track

2/3 weeks ago some regulars were showing signs of despondency & we can hardly complain at +50% over that period & if history repeats itself over the next 2/3 weeks & we are 10p + I doubt whether many here will be moaning.I feel there is a chance that our SP is being managed & I entirely appreciate that some would say well managed as we want to avoid unsustainable spikes.Lets hope that newsflow over the coming weeks supports the strength in our SP & justifies a re rating to a higher level

Market manipulation ?

Despite a strong start & expected positive news the seller is still unloading with monotonous regularity.Perhaps they are just taking decent profits ( something most PIs forget to do) or perhaps they are trying to suppress the rise in our SP & have an agenda-only time will tell.

Lindon -I would be delirious with an offer from anyone @ 150-160p per share as it would give me an honourable exit with a decent profit (as I came in via SKP with a low average )& exit this disappointing company having been invested during a healthy bull market .Hopefully the HIK/VEC new study will soon be announced & positive momentum will soon return

VRS are all about potential in a marketplace with lots of emerging players.We are established as global leaders in Fleet & Auto (Rail to follow) & our revenues are expected to grow strongly from this year onwards.IMO we are a much better investment than VRS & really do have the potential to be global leader in our various fields

I am sure we will have a fantastic World Cup (as will everyone in the sector ) & I am also sure that Kenny will be not renewing leases as they come up for renewal on any underpricing shops .We are well positioned for US deregulation & IMO our SP will benefit short/medium term & I will not be selling & will add on any substantial weakness-although the update due later this month should provide substantial reassurance on both the trading & synergy fronts

GSK could still settle,nearer the time ,if they conclude that they are unlikely to win

30p would give all of us a fantastic return but I still believe that SEE could easily be a £1bill Company ,giving us nearer 50p.Wishful thinking for sure but if Mobileye were worth $15bill & we are the link to ensure an increased global footprint for them & domination of all prospective Markets(Apart from the potential to our our substantial AI technology to other uses) ,we must be worth at least 10% of $15bill -if not more.I appreciate that others would want us too & I just hope that KK doesn’t sell us short by having an ‘arrangement’ in place whereby we are sold cheaply with the support of some of our recent new larger investors who will see a fantastic short term return for their funds . As fanciful as it sounds ,with our SP @ 7p ,there is no reason why 100p could not be achieved if we attain or exceed or short term (2 year) targets -especially if we become the first in class technology in all of our sectors

$14bill would be nice-we would be quite pleased with 470p per share, I suspect .

I also have no problem with several parties fighting over us & bidding the price up - I just dont want us ( shareholders ) to be stitched up by a "done deal "

I have no problem with our doing a deal with Mobileye & ,assuming they believe in our technology, we would make a brilliant fit for them.My concern is for us not to sell too soon & too cheaply ,(say 15p per share), to give KK & others an honourable exit , but before our true potential value has been established.

I have no problem with our doing a deal with Mobileye & ,assuming they believe in our technology, we would make a brilliant fit for them.My concern is for us not to sell too soon & too cheaply ,(say 15p per share), to give KK & others an honourable exit , but before our true potential value has been established.

15-20p by the end of next week-how very exciting & wealth creating- & I thought I had finished buying !

Kenny would not have made the acquisition,having turned GVC from a tiny AIM stock into a FTSE 100 stock in a few years & after much hard work & 3/4 very shrewd acquisitions ,if he did not have a very cunning plan to extract & create substantial value .I am sure the acquisition was made with view to the worse case scenario & it still made compelling sense to him.After BWIN he didn’t need to do this deal -he did it as he sees value & substantial potential -& I am hoping that substantial expansion into US markets will prove to be part of his cunning plan once deregulation there materialises ..The believers in Jenny’s substantial ability will be buying on the dips

............... &. I am the proud owner if the missing 400,077,979 shares & remain excited about our prospects.

My guess he will do better than a hat trick - 2 or more Auto deals(inc Japanese major),a Rail deal & a major Fleet deal + trading statement nearer year end confirming revenues 9 hopefully) at the higher end of expectations (A$43mill) Call me an optimist - but no reason not to be & I do not understand the persistent sellers