Member Info for MrBB

Not that I would expect a response but worth asking PM whether there have been any recent approaches & does he see our future ,ultimately ,as part of a larger group -such as 1 of of our several global multi billion $ partners

Very strong,fixed rate energy removing that uncertainty,increased dividend & AGM later this month.With an 8 % yield no debt & further growth opportunities ( despite the difficuly economic scenario) CRU continues to be a decent stock to hold in these uncertain times.

Val announced a share option scheme today with hurdles of 20p,30p & 40p with a current SP of around 11p-whereas Greg was awarded around 5.2 mill without hurdle @ 7.20.Gregs interests clearly aligned with himself.

Great questions & best submitted as a collective list as I am sure we speak collectively for over 3% of the issued share capital.I wouldnt expect Paul to be drawn on when he or& Naomi expect to reach break even or on the likelihood of a further raise as he would not want another "imminent " gaff & he may consider it too early in FY23 to give revenue guidance 9 which was the case this time last year ).
Anyone familiar with the location of the Town Hall may be able to recommend a venue for a coffee & meet those of us wishing to put faces to avatars on 13th

Feel for the shorts !

Staggering the amount of time Redeye spend discussing what we are doing & our strategies

Announcing more material RFQ wins ,our first substantial deal with a Fleet OEM + the long awaited material Aviation contract will provide confirmation that we are the dominant DMS supplier & The Market will then ,hopefully ,wake up to our massive potential & therefore value .Markets in US fell sharply on Friday & some will view our lowly SP as yet another buying opportunity but we will only really know after the passage of a bit more time

High volume on Friday ,mostly buying -probably meaningless but as results due in next week or two may have some significance

Interesting reading

Agree Swanny & skin in the game is an important indicator,particularly in smallies.I also assume that,at his age & with his history he is a wealthy guy without mortgagesschool fees etc?& could afford to invest much more as a sign of vonviction-hoseverbdtter than a sell.Other Dire tors should be increasing their positions if they believe in the substantial potential of our investments

Our system would surely have woken them from LaLa Land by vibrating their seats ,sounding a siren or running a few volts through their genitals

Safe stocks has always been confident of our success ,as have most we long term holders .I appreciate the frustration of some but we must now really be at the inflection point from where each of our 3 divisions are likely to grow strongly ,with increasing revenues & margins & rapidly moving towards breakeven & profitability .If we achieve the Cenkos target of 20p I am sure we will all feel vindicated & look forward to further (& hopefully rapid ) growth thereafter .CFP & his new pal clearly doubt our potential & should perhaps sell & relieve themselves of their frustration .I am sure that there are some amongst us who have been happy to add again at little over 5p.
Let’s hope there will be positive newsflow ahead of our meeting next month .
Perhaps Paul & Naomi will host an earlier breakfast buffet for the faithful

Perhaps we should meet an hour earlier at a nearby hostelry to put faces to our secret IDs -though 2023 should be easy to spot

We know that revenue & EBIT are substantially ahead of FY21 & that expectations are for us to exceed expectations for the year - & we were first told that with more than 6 months of the trading year remaining,reiterated a few weeks ago with the H1 update.I expect a strong dividend & continuation of buy backs with view to our extremely strong( & presumably still growing ) cash position .Hopefully news of our expected expansion into Japan & confirmation that our US division is growing strongly

Clearly PM & Naomi will be in London /Europe to meet our brokers ,investors & potential investors apart from colleague on this side of the world & they will have positive news to release ahead of their roadshow

The reasons why our SP has slipped over recent weeks have been substantially resolved & we should recover lost ground rapidly-& that is without expected news of more contract wins.
Good to know that we are charging A$1750 per Guardian unit & that Fleet /Bus OEMS are seeking out Guardian & with view to regulatory deadlines there is an excellent chance of news of material OEM contracts over the coming months.
Cash position is excellent & stock being turned into cash is exactly what we want & as all will resolved with our supply chain issues by Dec 22 no reason why Fleet should not continue to grow strongly.
Well done to all of us who have retained faith in SEE & stood by our convictions.

W**nker

Interim overdue

I admit to optimism but not sure that staying ‘the bleeding obvious’is ramping -unless we haven’t exceeded the fantastic 10bill KK milestone & the resultant date has no value ?

Positive results ,dividend restored ,acquisition confirming continued growth aspirations ,retail ahead of expectations ,BetMGM on track for $1.3bill & break even next year (which may prove conservative ) + possibility of a third & decisive bid this year or next .If markets remain benign no reason for our SP not to continue its recovery