Member Info for MrBB

Should Colin’s hypothesis prove to be accurate ,surely it’s announcement will be our spontaneous multibag moment -when we will be plucked from obscurity & into the limelight .......at last .
Results in 5 weeks may give sone more hints & recent announcements suggest PM may take a more bullish approach to our outlook statement ?

The majority of those referred to by Sheep were on my list + SCLP & Verona ( which I didnt buy).The action in Val has been mainly over the last few days although still almost 20 bags since April when they could have been bought for around 3.5p.
Ygen seems like a decent prospect & no one should expect short term multibaggers & the Covid boom in previously bombed our pharmas has made large amounts of money for some in a very short time resulting in large amounts of money schasing other opportunities-the trick being to find the next stock before the herd arrives-which is generally easier said than done !

I drew up a list in early April of companies which I believed may benefit from The Pandemic & while i invested in a few, which have done well,I did not invest here but having reviewed recent news & with view to a virtually unmoved SP I decided to make my first investment here at the opening.I am hoping my investment may prove timely following the latest RNS, which I view with great optimism

JG & aloe bought 500k yesterday & looks as though Mick & Sharon may have added a few today .Encorsging but must of us are in loss & we need a pharma with a Covid cure for us to stand much chance if a decent return here

I hope that PM is being very conservative in his expectation of 30% Market share .If he believes we have the best product, at the best price ,with the flexibility to have different levels of offerings to suit every budget , he must believe that our ultimate market share could substantially exceed 30%.Some time soon we will surely hear about deals to supply our products to manufacturers of trucks ,buses & coaches etc with the potential to add remote monitoring (if required) which can be activated via the airways & totally transform our Fleet business.Retro fit would stil be important but a much smaller part of Fleet at that point

Results in 4/5 weeks should clarify all & plenty of scope for more news before then.Isnt Mirabeau already positive ?

Sounds like a great idea to me and entirely feasible & could help maintain the momentum behind the recent strength in our SP.

Massive buying & either positive Advair news is e given & &/or stake building .If Hik are also very optimistic about our new Elliott generic range they could buy us for £1bill (ish) sell iff the parts they don’t want & keep our royalties ,which could generate £150-£200 mill pa if all goes well .
I hoped for much more than £2 when my SKP holding was acquired but I would take that now

We have partnered with some of the biggest companies & brands in The World & expected to partner with a few more.At what point do some of these partners ( apart from the wider investment community) decide to quietly pick up just under a disclosable stake in order have some influence in respect all possible outcomes. Just under 3% would cost under $6mill which really is petty cash for many of the "stakeholders" in SEE.Those that see our substantial potential must appreciate how low our MarketCap is for a tech company which could be the dominant player in various transport sectors,apart from the possibilities outside our usual sphere operation.

We are up over 50% in 3 weeks & a pause should be welcome as nothing goes up in a straight line & I prefer our increasing SP to be supported by positive news.Results will be in 6 weeks or less & our brokers ,analysts & investors will then be looking for FY21guidance ,which will hopefully exceed expectations based on the first 4 months ,pragmatic Fleet projections & achievable Auto revenue .Plenty of time before Results for contract news containing details of values.
If we could achieve a further 50%+ increase ahead of Results we will be North of 7p-which be fantastic news-although all assumes no major global second lockdown ,which is a risk .

Another endorsement of our incredible technology & it's about time that EM took his head out of his posterior,swallowed his arrogant pride & bought a licence for our best offering & a mere $10 mill + royalty per car should do it ,rendering all Teslas as super safe & compliant -may even get one myself

I am sure we all (almost ) agree that it is far too early in our growth cycle to be taken out & I haven’t been invested here for years only to be sold out for under 10p ,leaving the growth & success to a global multi billion $ company .I am sure PM wants to maximise his reward & I would hope that he too considers it to be far too early for a low ball bid .I would hope our major investors remain supportive of our Board & strategy & don’t want an early exit for what would be a decent return for them !

An additional point ,not mentioned in the RNS is that our daily Km covered has been increasing recently ,inferring that we continue to instal our kit & provide monitoring services to an increasing number of vehicles .
Fleet/monitoring is an important part of our business & we are 1 RNS away from being installed at point of manufacture which could be a game changer for this division & is likely to happen with view to the forthcoming Regulatory changes

I dont believe that the recent RNSs have been orchestrated & they relate to significant news which SEE are obligated to disclose.Todays RNS was widely expected ( by me ) as achieving 5bill naturalistic km of date is a significant milestone, worthy of celebrating & reminding us of the importance of this data to us & our growing customer list.It may be 18 months before we hit 10bill ( although hopefully much sooner) & I am sure we will be treated to another RNS then too,assuming we remain an independent company that long.Hopefully much more positive & tangible newsflow to follow over the coming weeks/months

A contributor to ADVFN listened into the conference call & remarked that our CEO sounded very confident in respect of both our Advair generic & case V GSK

I can understand short term traders selling to take 50% profits over a short period but cannot understand why any longer term holders would sell now, even if they are very stale bulls, including Mr & Mrs HAGD .Surely we are now at the beginning of a significant re rate , supported by very positive newsflow & with Results due within around 6 weeks.

I suspect that todays RNS is more significant than it looks & perhaps it will be elaborated on in tomorrows results.

Good news regarding GSK & our collaboration with HIK would be very welcome, although unlikely now as only 1 trading day remains before Results.It will be interesting to see the extent to which our new direction & strategy has been performing along with our new senior management team.If we are lucky we may even , one day, each the heady heights of our SP when I was acquired from SKP -where I was very happy .

Due early next month & it will be interesting to see how our 3rd quarter has gone & I & our SP is suggesting that it is currently going well.It will also be interesting to see if our continued investment in the US isbeginning to yield results & increase our market share

As ever, a crucial part of Finals will be the outlook statement & if announced towards the end of Oct, we will have had 4 months trading this year & hopefully PM will then feel able to provide guidance for FY21,allbeit with the usual caveats.If all looks very positive & other contract news has been released before finals, The announcement of Finals could prove the be a pivotal point in the direction of our future SP-which I am sure all but 3 here will be hoping for .