Member Info for MrBB

Great & well thought out debate & base on contacts already won ,which in itself is conservative on the basis that it doesnt include additional RFQs which we are expected to win,which ,when announced, will increase our prospective revenues further.
We are day 1 of FY23 & if Markets are supposed to value companies 18-24 months ahead we are now in the accounting periods zone which should see us profitable .
Much to look forward to here despite dire markets & much uncertainty

Greg supremely confidant ,as ever ,but he needs to step up along with colleagues & buy meaningful numbers of shares as an expression of his /their confidence

Q2 ends today so pity Greg didn’t include performance ,which ,realistically ,may not have shown much improvement over Q1-unless U missed it ?

With view to their proposed IPO valuation at $50bill I would have thought that Mobileye would be keenest to acquire us,when the bidding eventually begins

The potential outcomes according to various posters here & Advfn seem to be -
1)Strong results & no need for a raise
2)Strong results + a raise to speed up our expansion
3)Poor results & a rescue raise at 5/6p
4)Poor results & no rescue , resulting in Administrators being appointed
5)Takeover bid at 50p per share
Lots of options & I am plumping for not brilliant trading since 1/1/22 but room for optimism & a raise at lower than todays price -but I prefer option 1 !

It will be interesting to see when Fleet OEMs start issuing RFQs what % of that market we are expected to achieve & what the unit cost may be -with view to the cost the average fleet vehicle being substantially higher than the average Auto + once our DMS is installed, what % of Fleet buyers will also by our remote monitoring services on a monthly subscription basis.

With view to our weak SP a simple update confirm expectations are expected to met ( or better if exceeded) before the full update in aug

PM has remained very positive in all recent interviews & RNSs so let’s hope that a FY22 trading update ,issued ASAP,will confirm that FY 22 has at least met expectations & confirm that our cash position remains strong

Results were known by 1/1/22 & it will be all about the Outlook statement ,how we have performed since 1/1/22,expectations regarding FY22 projected revenues/profits/losses & our current & expected cash position.Raising cash with our SP at current levels would only because we had no other available options & leaving results this close to the wire is a worry - especially after the dddd debacle last week.We all know that Markets hate uncertainty & no news since early March has exaggerated that uncertainty , resulting in a steady reduction in our value.
Still inclined towards optimism while accepting that may be due to my long investment here !

Interesting to know where the £5mill came from in order to repay the loan & that info may give a clue as to what happens next with Pluto

Just watched the interview & if ever a CEO looked like the cat that got the cream it was Andy & the opportunity to Angle from this division alone is $2bill-unless I misheard !

Intriguing that Cenkos ( our deposed broker) are more bullish than Stifel (our new broker) with a regularly repeated target SP of 20p (which would be a decent start) who have been remarkable by their silence.
Once FY 22 is closed it will be interesting see their forecasts for FY23 FY24 & FY25 as they will hopefully show the expectation of a substantial upturn our charts for revenue,cash flow & ,ultimately, profitability.

"It bloody works" helped the SP spike at the time but sadly G & M were unable to capitalise on the rhetoric & the rest became history.
Far from ideal that confirmation of TX deal has not been announced with only 2 weeks to go until the second long stop date, but Val still remains in a better state currently than it ever did under the previous regime which , at best produced much positive rhetoric but zero positive action ,together with expensive CLNs,constant dilution,a market cap under £1mill with the company being saved from Admin/Liquidation by Suzie & the new team.
There are too many here who try to distort history & the truth who , I suspect, have been to the Boris school of ethics,honesty & acceptance of responsibility for previous errors/untruths.

Rhodi -after many years of investing it is rare for me to get excited but I am cautiously optimistic of a satisfactory outcome.I hold Piri, Rgo & Tern & I will happily take more Tern for Piri & my holding in Tern is not unsubstantial - fortunately bought some time ago for an average of around 7p.
I view Akers as a potential problem if he wants out but if that is the case the main protaganists ( Sisto,Lee,RGO & others) should be considering acquiring his block of shares & immediately removing the overhang threat .Once this deal has been done there must be a chance that Rgo will also join the Tern stable in order to further rationalise central costs & reduce overheads .
Markets & company valuations currently weak & likely to get weaker until we all have a clearer view of the Future -which may take some time.The long awaited positive news regarding the trading performance of DA & a corporate event chrystalising value at a much higher level than up until now would clearly be beneficial too .

Perhaps Rhodi believes in Al s project at Tern & is just genuinely excited at the prospects for the enlarged group?
If Akers is not supportive his Piri shareholding will be an overhang on Tern until he is completely out.Alternatively, the Tern Board should be trying to convince Akers of the potential of Tern & convincing him to retain ( or increase his holdings)
Meanwhile Akers has increased in QTZ,which doesnt currently look like a great move as their SP is down substantially.

Over the years it has been regularly commented upon that ,despite Tesla’s incredible advances & substantial market share ,their DMS offering us sadly lacking .It has also been mentioned that Tesla are well aware of SEE but don’t feel any need to work with us ,despite most major European ,US & hopefully Japanese manufacturers .At what point will they have to up their DMS game by offering best in class technology to ensure they retain their EV market lead &,most importantly for them ,to ensure their product is considered to be a market leader in safety ?
Tesla would he unlikely to be our largest OEM but it would be a massive publicity coup & help consolidate our position as market leaders -despite SEYE still retaining their Kings if DMS crown

Trading update due soon will hopefully confirm that we co to us to make progress & factors affecting CMCX are not affecting us -although perfectly understandable that The Market will turn cautious ahead of trading news

Only just watched it & apart from reiterating that they are market leaders I thought the interviewer was amateurish ,the connection was poor ( not their fault) ,the responses were ponderous & undynamic & I dont see the point of that interview at all.
That said, I am only interested in SEE so lets hope we are able to confirm more RFQ wins in the near future & news confirming that our numbers remain on track

I too just watched the interview & to achieve increased market penetration he also referred to partnering substantial organisations such as Abbott Labs who have the infrastructure to offer our services to a larger market more rapidly if we tried to expand without such support.There will be various business models available given this type of scenario & it would be surprising if all options werent currently being considered-particularly with trusted colleagues who are aware of what AGL have achieved & the time,effort & resources expended in order to achieve FDA approval.

Finals must be published by 30/6