Member Info for MrBB

KK & previous senior management made the cardinal error of majorly over promising & under delivering,particularly regarding fleet -which PM will be very well aware of & desperate to avoid .He led us to believe that Aviation licenses (which would transform our finances & eliminate the need for any further capital raising) would be announced fairly soon & almost 6 months have elapsed since then so he needs to deliver early this year to retain & build his credibility as our CEO .If he is seen to be steady safe hands who delivers (or preferably over delivers ) on expectation our SP will respond positively & 2020 could be the year in which we long suffering holders experience a tangible return

To you all & lets hope that 2020 is the year in which we come of age -& our SP responds accordingly

Hopefully the recovery in our SP fuelled by positive newsflow & continued modest share buy backs over the year & our new CEO should set his stall out in the trading update dyue in the next couple of weeks ,following a couple of months of his review of every aspect of our business.

Exactly Seeing 2020-2020 is destined to be our year & if PM delivers on expectation our SP will be substantially higher as the year progresses ,the deal flow improves & our brokers upgrade their forecasts.I have a fairly diverse high risk portfolio but my holding in SEE is my largest by far .

I would struggle to consider anything Bramhill is involved with being a ‘little gem’ -unless it’s brown & surrounded by flies .Bad experience historically with a previous incarnation in which he was CEO .Suppose his investors may get lucky one day !!

Pity the author of the article hadn't done some basic research to discover that we appear to be ahead of their curve & I am sure that we all agree that PM & Pat need to announce the now long awaited first Aviation licensing deal & confirm that it may be the first of several.We now need to demonstrate our market lead which our first major deal will do & our third major division will then be bearing fruit .2020 could indeed be our most exciting year to date,based on delivery of substantial revenue growth ,additional major Auto contract news (Toyota,Volvo,VW & more),confirmation that Fleet is on track for 27-30k installed units by 30/6/20 ,break even,profitability,confirmation that we no longer need to raise capital & a substantial break out in our SP to retest previous highs .

According to today's Sunday Times -ARM making huge investment in IOT-maybe it's the future ?

Agreed & preferably more than 1 Aviation licence with more to follow

Lets hope it is another II & not Lombard Odier.I am sure we are grateful that LO have taken up the slack in the market but we want competition for the buying of shares & preferable other IIs buiding stakes

As a very stale bull I presume you exit once your break even is reached ?

Interesting that SEYE have a valuation similar to ours & yet our products & IP are supposedly far superior & we have 3 active divisions (once the aviation deal/deals are announced)whereas they have one,providing a lower value product for a cheaper price for those who are prepared to compromise on safety.
I appreciate that we have billions of shares in issue & a large free float,whereas their shares are more tightly held & the founding family are dominant.Our SP has been slightly firmer over the last few days but we are hardly up by 10%+.I continue to wait patiently for the positive newsflow which we all crave.

300 p ,of course

Lombard Odier are buying all available shares at we hope will prove to be bargain prices

If it is BDMS,then a very decent licensing deal would be a possibility with our monitoring services providing substantial monthly cashflow -but, realistically,is a deal of this magnitude feasible,particularly with view to the fact that our systems would have to be retro fitted

Remote monitoring of , 900k uber drivers worldwide at,say $10 per month per driver , would generate very decent revenue & I assume our systems could easily be expanded to handle such volumes-likely to be wishful thinking !

Great that LO are mopping all the spare shares available & without their buying our SP may well have been back to 3p....again.In an ideal world I would prefer some competition for our shares & if other IIs were interesting in building ( or opening ) positions our SP would be much firmer.LO will be increasingly influential in the event of any future takeover scenarios evolving & it would be best for them not to have too much power

Perhaps 2020 will be the year for long suffering holders -Brexit done,peace between China & the US ,world demand continues expanding resulting in a substantial increase in cu ,uncertainty regarding our future ended ...& a takeover of ATYM @ over 500p ?

Should be dye imminently & I hope the positive news regarding increased production at our recycling plant so let's hope that the interims continue the positive theme -although CRU has been so unreliable fir many years that it would hardly be a shock if the news was ,at best ,lacklustre,or worse.I am looking forward to the takeover ,whenever it happens & assuming I am still breathing

As long as Pat wasnt over promising Paul an early deal-which presumably is why Paul Angelatos quietly 'disappeared' following TFD?

We need our senior management team to remain stable & deliver on expectations ,which,whether we like it or not, we have failed to do as a company & TFD last year caused massive reputational damage. The enticing carrot re BDMS (in the half year update issued last Jan ) providing the expectation that advanced discussions would result in deals has not yet happened ( with the exception of one ) .At risk of boring myself management must learn to manage expectations of all stakeholders & not "promise" what may not be delivered & ,as we all know -it is always better to exceed expectations .