Member Info for MrBB

Most of us here are long term holders but there are those fortunate souls who speculated earlier this month at around 3p who have very decent profits to bank & who can blame someone taking a 50% profit in 3 weeks.They will miss the real fun but they did not invest for the longer term & have had a fantastic short term punt .If newsflow continues to be positive our SP will continue to improve & results due in Sept together with the Outlook statement will set the tone for our future direction.

Agreed & I doubt whether many of us will still be here if & when we hit 300p as most of us will have sold ( or expired) before then.However I hate missing a good party so I will undertake to hold some shares until & beyond 300p -although the 100p party could happen much sooner & 10p,while worth celebrating,does not justify a party !

You must have a massive holding S7eve083 if 10p will give you retirement money !

No brainer for them Shlemiel & evry vehicle manufactured would come with monthly monitoring option via our goodselves which would result in a substantial uplift in our SaaS recurring revenue.
what value our data & SaaS operation given that scenario?

National Express is one of about 10 major coach/bus companies operating in the UK & we have already secured contracts with First group ( although not yet expanded to this level) & TFL.DMS is becoming a safety standard & there is no reason why all operators should not now be contacting SEE ( if we are not already in discussions) about implementation of our software.The headline news may not be as financially rewarding as am Auto contract worth up to $30mill-but they will add up to a very decent & profitable revenue stream.The UK is one of many markets & I would hope we would secure Aus & NZ & soon be installing at point of manufacture rather than retro fit .
Exciting times - at very long last ?

These deals dont happen over night & I am sure that discussions & testing have been ongoing since before Paul joined SEE/Lets hope that there are similar deals with substantial Coach & Bus companies around the globe also soon to be announced.Fleet has always been viewed as The Ugly Duckling but with massive amounts of data & our SaaS business model generating increasing revenues & profitability ( Tucson being the only profitable part of SEE currently) ,we may soon evolve into a substantial Swan,along with Auto,Off Road & rail & Aviation.All is coming together nicely & this,hopefully, is our time to emerge & evolve

Results due Sept ,I think

Lets hope for some more tangible positive news to support the recovery in our SP & encourage our continued re rating .Hoping to have made my last purchases at 4p earlier this morning !

As ever,fantastic research guys & if the speculation is correct & we are soon to announce contracts with Volvo & Toyota ( apart from the possibility of VAG) our obscure little bulletin board is ahead of the game & although our SP has increased by around 33% over the last 3 weeks there will be much more to go for .

I would think that a few of us hold more than that ?

The outlook statement is what will interest me as we will be several months into the second half & therefore have clearer visibility regarding the outcome for the year & beyond.We have been told several times that we are now at the commercialization stage of our evolution & that means we have to start talking about numbers.I have no doubt that more deals will be signed & announced before Results .
SOH has shown great restraint in respect of issuing more shares,which has been the scourge of many developmental aim companies so there is no reason to expect a fund raising with the Results & assuming all is on track & the outlook remains very positive our SP could recover towards previous highs.I would have thought it too soon to announce the separate IPO of Probiotics but there remains scope for some positive unexpected news either with or before the Results.
I am considering increasing my holding ahead of the Results & will buy in the event of any pre results weakness in our SP

1)Aviation contract referred to by PM
2)Volvo contract any day now
3)Hong Kong bus contract
4)Outstanding RFQs -other prospective clients will want their plans confirmed if they expect to go into production in 2021/2
5)More positive Fleet news
6)More BDMS news
7)Finals to hopefully confirm FY 19 figures as expected & an outlook statement giving a clue as to FY 20
I am optimistic that we are close to substantially increasing our contracted revenue & cementing our position as clear market leaders in our field .Perhaps IIs & other vested interests,apart from PIs,will now realise that SEE has the potential to be a much bigger company in terms of value than our current value suggests .

I haven't visited this site for a very long time although I still retain my once substantial & now virtually worthless holding .I am stunned to hear the tragic news of the premature passing of JG,who I spoke with several times over the years ,always to speculate as to the future of Val & the 'wisdom" of our investment .All is put into perspective at hearing if his tragic loss .RIP

Lets hope it is us -which it should be as I recollect (hopefully correctly ) that we ran some sort of pilot scheme with HK Buses ?

Hopefully Nick will make a substantial profit on his £100k investment in our shares @ 3p -although I remain intrigued as to why Paul bought none & I cannot believe that a Senior Exec of his age could not afford to buy a reasonable number of shares -rather than no shares at all.

I believe that our message is that Fovio can be adapted for the whole Market-top end,mid market & entry level & as we are ahead of the competition (currently) in respect of our technology,we should win a substantial share of the whole Market.We & The Market are enjoying what appears to be a more bullish CEO who is prepared to hail our achievements & lets hope the "promised" Aviation deal materialises very soon, to add credibility to our broader offering along with further confirmation that our new Fleet strategy continues to bear fruit

ET-You wake up very late for a young guy !

If as we hoped all of our existing Auto clients expand their contracts to cover all models our projected revenue from existing contracts will increase substantially-apart from additional projected revenue from expected contract wins over the coming weeks/months/.
It looks as if timing may be on Pauls side in that all the hard work in winning this contract will have been done under the tenure of KK.

50p within 12 months is obviously extremely optimistic but a market value of £1.6bill would be about 15% of the value which Intel put on Mobileye & 12 months down the line we should have clearer visibility regarding our future potential income .Very High risk v very high reward gives the potential for SEE being a 10+ bagger from here -which is why most of invested in the first place .

50p would give Sandy a fleet of expensive Jags