Member Info for MrBB

K3-if Pluto are worth twice the agreed price & assuming stable markets when the deal occurs,as a reverse takeover the SP of NFT should then rise to reflect the low deal value

Markets very shaky , currently,as are all things crypto but should The Market warm to this reverse takeover, our investment could increase substantially.

I hold shares in RGO & PIRI & used to own shares in ARB.
Clearly Bixby & Wall are the prime movers in todays RNS & it will be interesting to see whether RGO & Piri will support the acquisition,which ARB clearly will.

Screen-After 8 years I am hoping SEEs time comes before mine (ours)

Much positive news was released during CES, ie Qualcomm,Omnivision & Ambarella- so lets hope that the Tokyo auto Show will provide a useful platform for more news & most would be happy with confirmation ( at last ) of Toyota & others.No doubt ,should more good news be released, our SP may well continue its current malaise but the half year update , due in the next couple of weeks, will provide Paul & SM every opportunity to update the Market in detail.

Google tells us that Embla ,according to Norse mythology, was the first woman-which sounds like a perfectly reasonable name for a Volvo .

It will be interesting to discover what todays transaction related to ,while appreciating that we may never find out

Could OBC acquire AFN ?

It is not yet on the STX website although the plan , apparently, is to put it there soon

If the current SP of a company is supposed to reflect the state of the underlying company in 18 months time, the Market should be considering our position on 12/7/23 ( or thereabouts),ie
1)Auto
a)the value of RFQs won to that date,which is expected to be substantial, & with view to the fact that many programs are expected to expand from the original win size
b)royalty income will have escalated substantially by then & providing regular monthly high margin cashflow
Fleet
a)Our profitable retrofit/monitoring business should cover over 60k units & should be continuing to grow
b)Direct sales to OEMs or via our many T1 collaboratees should have commenced providing visibility in respect of volume sales,possibly running into millions of units pa, with view to the imminence of US & European DMS regulations
AVIATION
Hopefully the imminent contract previously referred to by PM will materialise , along with others & a visability will be clear in respect of regular recurring revenues
OTHER
By July 23 we may well have signed contracts,possibly via our partners, taking our technology into new areas.
FINANCE
I assume no major fundraising required before July 23 although there is always scope for another strategic investor/s to be onboarded resulting in relatively small amounts of additional capital raised
FY24
By July 23 we will be at the start of FY24, the revenue potential of which is expected to be substantially higher than for FY22.

If the expected outcomes above are achieved will our SP remain at 10.40p or will it be substantially higher- & that is the 64k question which we must all ask ourselves.

Beautifully stated SEE2020 & Roys passing reminds us all of the fragility of life & the importance of trying to live it to the full & always be mindful of the truly important things.
Sincere condolences to Roy's Family & may he RIP.

4th largest in the US, & growing , should attract the top US players to us in order to increase their US scale immediately.FY22 revenue likely to substantially exceed FY21 , we are now de risked ,profitable & cash flow positive + we will be on the radar of more IIs due to our being substantially de risked & now a jam today kind of company , as opposed to tomorrow.

Is 2024 & Markets are supposed to value companies now at where they believe they will be in 18 - 24 months.
I agree that Markets must be convinced that exponential growth is coming to re rate our SP substantially , but if we continue to wing major contracts , as expected,& deals are announced with Fleet OEMs I believe that our SP could increase rapidly as ,at some point in the not too distant future, our market dominance will become apparent .I am mindful that Martin,RTedeye & SEYE are likely to continue proclaiming themselves as Kings od DMS - which, perversely ( from their perspective) leaves as flying under the radar ( or should it be Lidar) for now & quietly building our market leading position, without fuss or fanfare.

Brock -you may be right ,from time point zero ,ie now ,&most of us would be delighted with 2/3 bags ,for starters ,to 25-30p .
Once we reach those heady heights The Market will decide the future direction of our SP & assuming positive contract & trading news propelled us to 25-30p ,my expectation is for a continuation of positive newsflow ,resulting in upgrades ,in turn resulting in further increases in our SP-ie no reason why we can’t 3 bag to around 30p & from that point 3 bag again .

Agreed Terry & Soulboy !
If global fleet production is currently 20mill pa ,50% of which is in the US ,from 2024 15-20mill vehicles pa will be legally obligated to incorporate DMS & with our early move advantage ,remote monitoring business & 8.5bill km of naturalistic date from which to fine tune our algorithms -surely we will exceed the 2030 Cenkos budget by multiples -although their project maybe accurate (ish) in respect of our retrofit business .
We have been a jam tomorrow stock since I first invested in 2013 but tomorrow really is getting very much closer now & I believe that positive newsflow over the coming months will result in a re evaluation of our very substantial prospects & our valuation will increase accordingly .

PM knows that optimistic revenue projections would see our SP higher but after the "imminent " slip up ,he is very mindful of not wanting to over promise & under deliver -which is why he has stated that he is not yet in a position to publish projections for FY22 or beyond until he has more data.Perhaps following the trading update expected towards the end of this month or early next(based on the past) he will be able to issue FY22 guidance .
So if PM feels currently unable to issue guidance it is unlikely that any of us will be able to do so scientifically, while I am sure that we are all hoping, based in increased Fleet installations /monitoring & Auto royalties that our FY22 revenues will exceed those of FY21

Auto has always been viewed as the jewel in our crown but I still believe that Fleet could prove to be as big a jewel ,particularly as 2024 approaches & OEMs of Trucks,tankers,buses & coaches must address their DMS propositions ,& quickly as Auto OEMs generally appear to ahead of the curve .
OEMs have no choice & I am sure that some very large purchases of Fleet vehicles will be now asking when their new vehicles will include seamless factory fitted DMS.eg Shell must buy 5000 or 6000 tankers & other heavy vehicles annually.Retrofit is slowly growing but it is slow ,cumbersome,labour intensive,requires vehicles to be off Road for a day or so & at 40-45k installations (currently) we are only scratching the surface of a massive global sector in which we have a substantial early move advantage -which must exploit to dominate this market .We have Fovio/Guardian,we have remote monitoring & our royalty per unit should be higher than for Auto & monitoring services have been profitable for some time & could generate huge & very high margin revenues.
In the recent Q&A session PM confirmed that we have started early stage discussions with an OEM & these discussions should rapidly escalate due to increasing demand from their customers ,increasingly keen to be seen to be protecting their precious cargo.
The last 3 weeks have seen 4 very positive RNSs ,the only disappointment being the lack of reaction by our SP but once our revenue potential becomes apparent our SP will surely respond accordingly & any would be bidders ,should they emerge ,will have to pay a full & fair price for our very valuable stock.

I would prefer SEE to stop being a penny share & reavhing 100p + by virtue of appreciation in our SP based on appreciation of our commanding technological lead in our 3 verticals-rather than via a 10 for 1 consolidation.

Ironic that our former broker,Cenkos, is beating the drum more accurately & louder than our new incumbent, Stifel, who really need to get their act together & on the basis that they will be well paid for their "work" I would expect PM to be kicking *ss as it is frankly damaging to have a broker who are so clearly off the pace.

Thoughts-
1)Another piece of the jigsaw which again suggests that we are likely to control much more than 30% of the global Auto DMS market .
2)At what point will Stifel decide to publish a detailed buy note , bearing in mind they replaced Cenkos who have put out more positive reports since they were ousted than when they were our sole brokers.
3)Interesting to see at what point , if any , Qualcomm,Omnivision,Ambrella & other co collaboratees consider it prudent to quietly pick up a few of our shares ,under the radar, in order to exert their influence, should the need arise .
4)Will Mobileye consider a collaboration with See beneficial , if they dont want their market leading position eroded by competition ?
5)When will our SP respond to recent positive news & reach & exceed the Cenkos target as most of us would be very happy with 19.5p.......for now .