Member Info for MrBB

All remains very positive & I cant see any reasons to sell-share buy backs,great yield,growing & substantial bank balance,growing organically & by acquisition,expansion into new markets ( US & Japan) going well etc

Interesting as pubclished earlier today & refers to an interview with PM following a trading update, the latest one of which was on 30/3 ( with Interims)-unless another is coming.
Optimistic perspective on Aviation become a material third leg to our operation & hopefully we will soon have visibility as to when that may be .

Someone on Advfn emailed the company & the response was that they have not announced the date yet .
My guess is that they will be released very soon & the OPTI jay in me is hoping they wanted April to close as the we’re having an excellent month & wanted to include those figs in their Outlook statement

Interims were published on 30/3 & were very positive,with PM reiterating guidance for FY22-inferring a strong second half to take us to around A$55mill.
Our reporting has generally been conservative , whereas the Kings of DMS have tended to be extremely bullish about their prospects (& dismissive of their competitors).
There is no doubt that on an unusually strong day for the market (with view to geopolitical news) our poor SP performance is a ripple effect from their reduced expectations .
Announcing some of the expected RFQ wins would go some way to calming the market in our shares along with reiterating that we remain on track together with news of the long awaited material Aviation contract.

Why would Peel Hunt issue a note immediately prior to Results -are we sure that isnt fake news?

What is more Bonkers is that Cenkos ,who were removed as our brokers ,are so positive (& I am sure that most of us would be delighted with 20p as a platform for further growth) yet the silence from Stifel is staggering .
I have never sold a SEE share & havent bought since under 3p almost 2 years ago -but I am now tempted again as our time is surely coming ,& soon

We are quietly put building blocks in place to ensure a substantial share of what will be a very large & desirable market.11 RFQs under consideration with total values exceeding $1bill should result in a decent % being awarded to ourselves & a conservative 50% results in our having contracts worth over $825mill, without additional prospective revenues from our various partnerships & collaborations.
My view is that the fireworks will start some time this year & the IPO of Mobileeye could be an additional catalyst-if it happens at $50bill

Unexpected pleasant surprise from CRU this morning -ahead of expectation !

Market seems underwhelmed by the SEYE RNS amounting to around £4.5 mill .No reason why QC/Stellantis would not be us & if as big as discussed may even move our SP , marginally, if ever announced.My view is that it continues to suit SEE for us to quietly win deals under the radar & build market share without drawing attention to ourselves - although news of our progress will surely soon be out there .

Most of us would be very happy with 120p -resulting in 25-50 bags for most of us .Value of Auto ,assuming we win as much as hoped for ,must be very substantial when compared with Mobileyes expensive ted $50bill value .
Fleet currently has a value but that will increase substantially once deals for factory fit with OEMs start ,hopefully over the coming months as new Fleet products have to be compliant in accordance with the new regs & Aviation must now be close to signing deals which will help ascribe value to that division too -which could also be substantial .The Ambrella consumer product ,due to be launched in Q3 ,could add substantial revenues & values ,if sold in the volumes speculated on .
Sounds crazy discussing a value & 120p being too low while our SP currently is about 8p & much rests with the resolve & commitment of PM to get the best possible deal for all shareholders -he should become a very wealthy guy ,deservedly so ,once the dice stop rolling

Another 5%(or so )to be bought back before Xmas-increasing our stakes further which together with a fantastic dividend yield results in a strong investment case -no debt ,massive bank balance ,high growth potential ,(organically & by modest acquisitions which will be developed using our tech & marketing expertise)& a reducing number of issued shares

Even the stalest of stale bulls would be in profit at £18.50 per share

US & Japanese expansion will be interesting & ,hopefully ,profitable -adding substantially to our value

Interesting to see whether our week end strength carries on this week & ,if so ,it will hopefully be backed up with contract news

Director /PDMR share buying today ?

Pity Katie didn’t ask why the vendors took no equity as part of their consideration -which is a concern -although I haven’t sold

Massive buying yet SP barely moved & hopefully news soon will explain the buying & see our SP recover strongly

2 words stand out - "step change" anticipated in prospects for this year ,which is 25% done-seeing will be believing

Consensus FY22 revenue around A$56mill so A$34mill expected in H2 represents over 50% increase on H1.I am sure we hoped the outlook would have exceeded expectations but with RFQ wins & growing momentum in Fleet & very profitable Auto royalties, it will be interesting to see our FY23 projections, in due course,which could be approaching A$100mill ?

If Tx raise their required funds & the deal is done perhaps they will subscribe for a small % of our issued share capital & become a strategic investor with an additional vested interest in the success of Val