Member Info for MrBB

Chutzpah-as the great George Castanza said-"If you believe it it aint a lie"-applies to many-Trump,Putin,Johnson,Kim,Iranian Govt,Liz Truss - so CFP is not that significant & I doubt whether he believes it as he simply has an agenda.The next few months should determine our real outllook

After a difficult year & slower progress than hoped for in 2022 I remain optimistic that 2023 could well prove to be the long awaited inflection point & January could prove to be a significant turning point,with CES,more RFQs to resolve & the long awaited "imminent" significant Aviation contract could be announced.I recognise that confirmation bias certainly helps drive my conviction but I remain very positive & wish you all well over Xmas & the New Year in all respects.

Jan23-13p
Dec23-39p ( or higher if taken over before 31/12/23)
Merry Xmas All & happy healthy & successful 2023 !

Interesting that Safestocks views the prospective Aviation deal as being transformational ,presumably based on the fact that no value is currently ascribed by brokers to our Aviation division.Very interesting to here Safestocks confirm what I understood to be the position regarding G3,ie that it would be launched by the end of FY23,whereas some commentators thought that the timeline had been pushed back to the end of CY 23.IF Q4 is the expected launch timescale that will very positively benefit FY23 & will then be available throughout FY24 making breakeven in FY24 more achievable.Once we have an internal launch date we will,I presume, start taking orders in the 10s of thousands or more for our post manufacture fit,at the factory.
Lets hope Safestocks is right on both fronts + news around CES

Terrific news with much more expected over the coming weeks & months & I have never sold a share & will buy more should our SP fall below 6p again
Confident of an excellent 2023

Dont see any negatives & another sign that the ADAS market will continue to consolidate & hoping that we are consolidated at much higher levels,once the major contracts start flowing

Snuppet-which SEE shareholders have been selling here to buy SEYE?

Solid presentation with JG being more dynamic than he may first appear & ,most importantly, newly acquired subsids all doing well & he is confident of the future + likely to be more acquisitions

Sorry you had to sell some & that action reflects the frustration which we all feel with the lack of positive news.I remain optimistic that the news will start flowing & that the remainder of your holding will be hugely successful.

They will dedicate 50 personnel & we will increase our team to 50-resulting in 100 sales team,up from 30,to enable traction.Dilution of our potential but better than Administration -especially if we achieve break even by Q424 & ultimately revenues exceeding $150mill.
We live to fight another day & see the outcomes of our various prospects

Good results & outlook & JG is confident & seems to be managing our substantial growth spurt in H1 well & our subsidiaries are performing well against an uncertain economic background.
Interesting so hear his voice at Investor meets on Wed & he is clearly trying to improve our lowly rating

Our installation rate increasing to take account of the 29k G2 units which have presumably been delivered to fulfil the 10k+ "backlog" + ongoing orders will increase our cashflow,as will increasing connections for our remote monitoring services,which we believe to be very profitable as our cost base should be reasonably fixed& additional connections result in revenue feeding to the bottom line.Our installation rate is expected to increase rapidly during H2 & our revenues will increase accordingly.The launch of G3 , some time in 2023 should enable a step change in installations as it will only take 2 hours to instal rather than 8 & we will then,hopefully,have signed deals with OEMs for G3 to be installed post mamnufacture,but in factory rather than at clients sites-resulting in our being able to disn contracts for significantly higher numbers into Fleet clients.

The investor will also have one eye on their exit & can see that at least 3 investee companies have the potential for exits signifying that the sum of the parts =more than the whole.They will have done substantial due diligence & decided to pay 10p.Pity the RNS did not confirm who they are

Very positive interview & tomorrow should be a great day for Wyld & , hopefully,Tern

Looks like they picked up another 300k this morning at their new preferred buying price of 6.4p.
Contract news before Xmas would be most welcome !

As we are recruiting & they clearly arent, perhaps some of their better techies/engineers may be tempted to join us ?

Let’s hope that the privileged few aren’t bailing ahead of bad news -high volume today with twice as many sold but coikd be a forced seller

You may well be right Bob & we have been waiting for years for DA to evolve into a Unicorn.However, you may also be wrong & yesterdays RNS reprsents to beginning of positive newsflow resulting in several similar contracts which then gain traction & expand accordingly.DA are unlikely to become the Unicorn coveted by many but could could become viable niche player in their nascent market & still provide a decent outcome for Tern.
Wishful thinking & confirmation bias-absolutely but Tern is not yet as dead as shorters,de rampers & paid operatives may think-or indeed wish for themselves.

Lots of talk but what we need are positive outcomes & good news from Japan ,conclusion of the longstanding 201 contract with Tx ,more positive JVs into SPVs for promising candidates would result in an improved SP & Cenkos delivering on securing even 1 minor II would help reduce the free float & vindicate our plans .The appointments of Stella & Cathy were very positive & I look forward to a positive 2023 for Val

We all know that the market wants empiracle evidence of our progress & has discounted our fantastic deal with Magna early last month.The Fleet component shortage & "backlog" hasnt helped , although Paul seems confident that H2 will be very strong following delivery of 29k units & our margins should be higher as we sell more direct ( rather than via distributors).It is now some time since Paul referred to 1Bill $ of RFQs + the same for next year & the market wants to see us win 6-10 of the outstanding RFQs with large numbers attached.Similarly Paul has referred to an Aviation RFQ being close .
With decent newsflow the next 2/3 months could be pivotal for us assuming that we deliver on what Paul has suggested is likely to be achieved.
My guess re SEYE is that they will raise sufficient finance to enable them to continue