Member Info for MrBB

Great start to the day & it would be interesting to know whether this is confirmation of the Magna previously verbally agreed deal or an additional deal ?

Tomorrow & although I am not expecting a trading update ,there is the possibility of an update

LO adding to their substantial holding tells us clearly what they think if our prospects

Fair comment & as a trading update is unlikely before next month our SP may drift further before (hopefully)recovering based in encouraging results & outlook for FY 22 .Watching with interest with view to increasing my holding too .

Lets hope that LO want to increase their holding to just below 20% & with their man on the inside , they should know what our potential is

Positive trading update should be soon announced as our C-19 testing division must be outperforming our strong trading from earlier in the year due to the substantial increase in testing,which is likely to increase substantially over the coming weeks,unfortunately, resulting in further substantial increases in our bank balance

Maybe wishful thinking but perhaps Stifel are expecting news ,perhaps around the time of CES,which will affect their report & SP target & would rather wait until that news is known before publishing a report which could rapidly be out of date .
Ever the optimist !

My hunch seems to have been right & ,assuming the reverse takeover proceeds ,it will be interesting to see how the market reacts & whether TW will remain as Chairman (& supports the fundraising -which would be a positive IMHO

Interesting news & ,if it happens, they will be able to easily acquire all market leaders in areas in which they arent - so may well be bidding for SEYE sometime next year ?

On SEE website (under Invvestors -announcements) regarding our Court Applicate to be able to check into the backgrounds of prospective employees,consultants,subcontractors-presumably due to the very sensitive nature of the work being done in respect,which may relate to defence contracts, eg Aussie,US & other airforces etc

Announced yesterday should provide a further boost to our C-19 testing division which we know was already having an exceptional year,despite the expected reduction in revenue in Q4 following the previously announced reduction in restrictions.The new rules may prove (hopefully in the wider sense)to be temporary , but will nevertheless provide an opportunity for us to generate more revenue & profits over the coming weeks ( & maybe months) ensuring our company is even more cash rich & able to expand its other divisions while also seeking new opportunities.The C-19 "boom" benefitting several companies benefitting from the awful pandemic has , so far,passed us by, but perhaps the Market will now recognise how well we have done & are likely to continue to do.

Having followed Boom since "the beginning" but never finding the Buy button ( at 100p or less) I found myself today compelled to buy some shares @ more than 10 times more-something I have never done before as most PIs have maximum regret about not following their instinct when history proves them right !Chairman & Candy buying regularly recently tells me that they know that FY21 will far exceed expectations, with more to come next year but with a very profitable exit for them ( & those of us who did follow their instincts at 100P) some time next year.If they know their expected exit will be around£15 why would they not fill their boots @ current prices ?

I am quite happy with the old faces -& some of us have been here so long we have progressed from young to old !

So we now know that Magna, Hermes & Lombard Odier bought large numbers of shares in the placing @11p & it will be interesting to see if we discover who the balance ( of around 3%) went to , as they may have also been allocated to just 1 or 2 additional investors -hopefully of the sticky variety.

Presumably as the placing shares wee issued today the revised holdings of existing disclosable stakes will be announced together with the possibility of any new disclosable holdings,which I appreciate is unlikely as any such holders would have to have been allocated around 50% of the new shares issued.

Interesting that our Fatigue Interventions have increased by about 10% over the last 2/3 weeks while our KM covered appears to be increasing at a similar rate to previously .Has our software been improved to detect more fatigue scenarios ?

Agreed but bound to be traders buying in placing who will happily take 0.5p profit without a long term perspective & good luck to them .The bigger picture should ensure our SP makes progress over the next few months as news is released of contracts won across all 3 verticals

Interesting the Cenkos,who are no longer our broker, have published a very positive update following the results & ,at very long last , an upgraded valuation to 19.5p per share.
So it will be interesting to see hoe Stifel s analysis reads

If the outcome of $1.1bill of RFQs,currently outstanding, are known within 6 months , (apart from any new RFQs which are likely to be issued over the coming months),we will then know what % of the current market we have won ( & that is likely to exceed the conservative estimate of 30%,with Magna,Qualcomm & Omnivision on board),the Market will then be better able to assess our value,assuming an unrequited cheeky bid comes in first.
Additional PM referred to being in early stage discussions with Fleet OEMs which ,when ( not if,due to our market leadership in this segment ) contracts arise will increase our potential from factory fit Guardian ( together with additional monitoring revenues) substantially.
Hermes supporting our previous raise turned out to be excellent timing for them & new investors supporting our latest raise at 11p may be similarly rewarded once the true value of our potential sinks in & demonstrated by the announcement of signed deals

Today?