Member Info for MrBB

$250/$300mill per division by 25/26 would be most welcome -in the unlikely scenario that we will remain independent by then .Yhere is also the possibility of a 4th or. 5th division operating areas as yet unknown .Uf still independent & assuming no further placings needed no reason why out SP should not then reach 100p -while I appreciate we would all be very glad to see our SP exceed 10p in the near term ,say 3-6 months

I appreciate the substantial amount of time which JC spends researching & sharing his findings regarding patents & how they may affect SEE & the market .This is a public forum where we are all entitled to our opinions ,including CFP.We all appreciate your negativity ,CFP, towards SEE & as a large holder (based on the informative list compiled by our colleague)I clearly have confirmation bias .The coming months should demonstrate one way or another whether SEE will be successful & the supporters or detractors will be vindicated .However ,CFP, it is particularly reprehensible for you to be so unpleasant about 2 very valued contributors here ,who provide great support to ,along with all other regular contributors who devote substantial amounts of time to their research .I along with many others here spend long hours at work & don’t have time for the incredible in-depth research provided by a valued colleagues .
I have no problem with & welcome all views but there is simply no excuse for abject & unjustified rudeness & you may wish,on reflection , to apologise to JC & TLS

Interesting that Miton are unloading before Results , which are expected to be reasonable together with the possibility of as stronger outlook statement than expected -& we are in our 8th month of FY21.Cru is a tiny dog of a share & has been a poor or very poor investment for most shareholders, including Directors PDMRs -so far .I presume Directors/PDMRs are currently in a close period which "could" present a speculative opportunity to buy while Miton are unloading , before a positive results & the opportunity for Directors /PDMRs to buy more at these prices.assuming nothing untoward in the Results ( despite the delay) & a positive outlook our SP could easily regain double figures .In Boards interests on every level to get the accounts signed off & publish Interims shortly afterwards

Martin is typical of a CEO of a company where he & family have lots of skin in the game & the more he talks up their successes & prospects the more they believe it & he has managed to ramp up his share price substantially .Apart from a brief period ,when our then ( & shortlived) CEO, Mc Auliffe & our then Fleet manager became very rampy about near term fleet prospects, which became TFD,destroying credibility & our SP, KK & PM have both been fairly conservative ( with the exception of "imminent".
I have been here for over 7 years & built a decent sized holding & like all of us now our confirmation bias to be justified by the announcement of a series of decent sized $$$$ deals .It feels close & we all want our investment here to be vindicated & we cant let announcements from SEYE or Eyesight to distract us from what we have & what our vast potential is.We are invested to make profits & if any of us have "cold feet" we should bale out -which I wont be doing as I really do believe ( while recognising that I know nothing ) that we are very close to the announcement of transformation deals ( apart from the MOU s which we are aware of ).

No reason for anyone who believes that they can use our IP to improve the quality of their product ranges in any industry but following his enthusiasm using ‘imminent ‘18 months ago ,I suspect he will be very guarded unless & until a contract is signed .Massive potential & he now has to monetise it ,which ,in turn ,will ensure that we monetise our investments here

Announced today with a US company , which could be the proof that our new CDMO strategy could well be successful- & profitable .

Large advertising feature inside front & back covers emphasising their safety record & referring to the contentious installation of in car cameras to monitor driver behaviour & saying that eventually a drunk or distracted driver could have their car automatically pulled over to a safe stop .Didnt think SEYE could after that Technology ?

They needed to increase by another 0.1 bill to meet our claim .
Good volume declared after the close -interesting ,as will be the next few weeks ,hopefully

I would be great if PM departed from SEE tradition & published a detailed trading update to accompany Mondays AGM .

Should reach 10bill km by June 2022 if we remain at around 56k per week , but we would all be very disappointed if our km covered doesnt increase substantially ,especially if 250k retrofit installations are projected after 3 years , by which time we would be achieving approx 2bill km per month .
deals with OEMs to install at manufacture would ramp that up substantially as connections could be made over the airways, which would much less costly & cumbersome than retrofit & would present xero logistical issues.

The fact that Guardian & Fovio have now been around for years & currently have under 30k connections in a global market of many millions of commercial vehicles, buses, coaches etc demonstrates that we have hardly scratched the surface of the substantial potential.Of course there will be competition in what will be a multi billion $ market ( especially from 2024 onwards , if not before) - but we must now press our substantial early move advantage ,substantial Human Factors data, over 5 bill km of naturalistic data etc & should now be pushing for contracts with OEMS & take a decent share of this new & potentially huge market .Growth in retrofit would be healthy at , say 30% pa-but at that rate it would still take 3 years to achieve 60k installations & while being a very decent revenue generator as a division of SEE , it would be missing the elephant in the room as , in 3 years, millions of Fleet vehicles will have to have DMS .Remaining optimistic & hoping for a substantial ramping up of Fleet in the not too distant future .

I too invested for a short term multi bag -in Oct 13 ,& feel fortunate to be up ,currently,around 35%-hardly stunning over 7 years ,but my return could increase substantially in the coming weeks Jedster 74,giving you a superb short term gain .Much news to come ,& hopefully all of the positive variety

I , like many here, started with a small holding over 7 years , & over that period I have increased on many occasions & now find myself with a large holding .Hopefully your timing will prove to be perfect ( unlike most of us ), but ironically, having bought too soon has given us the opportunity for many of us to build much larger holdings than we would have otherwise had & when we are soon vindicated ( which has clearly already started as our SP has doubled since Aug , when I last bought ) we will be glad for our poor timing .Great opportunity for new investors but I hope you dont have the time which we had to build a decent stake

Great research See20 & this would be phenomenal news & Q2 begins in just over 4 months so contracts will have to be signed PDQ -this week ahead of our AGM would be good

30,000 installations would be great & provide a very decent annual revenue stream .However that is a minuscule % of the whole Fleet Market & the significant achievement will be to increase that number exponentially by signing up Fleet manufacturers & installing at point of manufacture -that would be a game changer & Daimler ,Volvo ,Mercedes etc etc would be a great start .

We don't usually receive a trading update with the AGM but I am hoping PM will break from tradition & provide an update on 30/11-5 months into FY21.His recent charm offensive needs to continue & if we were 25% ahead of FY20 in Q1 I am hoping that will have accelerated into Q2.
Fleet mileage seems to be steadily increasing ,Auto revenue should be slowly gearing up & news regarding progress regarding our 2 MOUs would be well received .

215 would be a good starting point -the next few months could,at last ,herald a new era with generic Advair expecting to hit the market early next year,news due on the development of our generic Elipta range,$32mill from Pacira,hoped for growth in our new CDMO business ,$200mill + from GSK + anything new which is not yet in the public domain

Exactly-monitoring is an optional extra which can be activated over the airways & there maybe only a ,say ,20% take up -but $420 extra revenue pa from a large number of commercial vehicles adds up to a large sum which will be very high margin revenue .

I agree Terry & as I have said many times (at risk of boring myself rigid) the Big Money will be made when our DMS systems are installed at point of manufacture by the OEM ,rather than retrofit which takes time to build momentum.Our monitoring services could be activated over the airways & deals with OEMs would represent a massive Quantum Leap in our potential -from Fleet alone.We should exceed 30k installations in FY21 but with our current set up increasing our retro fit operation by more than 1000/20000 units per month could be challenging ,when millions of lorries,trucks,vans,coaches & buses are manufactured every year

Alessxito-Ken is Canadian