Member Info for MrBB

My thinking is that we have revisited 2017 ,when our SP hovered around 3p for several months before moving strongly forward on positive news .Sadly TFD destroyed value & has resulted in Groundhog Day .We are due substantial Auto news soon ,Fleet could be seen to have been successfully reborn if we are able to announce major contracts with one or more bus companies ,our Aviation collaborations should soon bear fruit & Progress Rail /Caterpillar have the potential to surprise on the upside .
As I did over the summer of 2017 I have been buying again at these levels ahead of the hoped for & desperately needed upturn .

Hoping if ever we reach the heady heights (however briefly) of 58p that i will have the sense to sell some - which I did not do last year !

It would be interesting to know who took the few hundred million shares not yet accounted for

I expected by now to have heard about any other changes in significant shareholdings & I am sure that we are all curious to know who may have quietly acquired a small but significant non disclosable holding.There are hundreds of millions of new shares which are currently not accounted for & I am curious.

If Fovio is the best solution why wouldn't everyone buy it,assuming the price is considered reasonable & surely it should be considered as a prime component in each Companies system & the concept of monopoly is therefore irrelevant

I just added 2 separate tranches of 100k (mine & Mrs mine ISAs) & the first 1 shows as a sell.I could have also bought up to 1mill at the same price,suggesting that the 1 mill sell is also,infact,a buy.
To me Lombardier increasing their holding substantially is a positive & I just hope they didnt buy to sell at 4p (when we get back to 4p) , have a long term perspective & view us as a worthy Unicorn.

Perhaps prospective substantial deals like this is the reason why a comprehensive Fleet update is being held back.He & Jack will want to an update based on business won & contracted for ,not in prospect.
ever the optimist ......

Is it not likely that since January there have been more RFQs issued to See with view to the ramping up of the regulatory will for DMS to be mandatory ?

Well constructed report with substantial future potential.It will be interesting to see whether brokers & analysts will be provided with a revenue projection for the current year as we are 5 months in & the comment "we would hope to see increased revenue growth in 2019" would have read better if it said that , in the first 5 months we have already exceeded revenue for the whole of 2018 & we look forward to substantially increased revenue growth in 2019.
The building blocks are in place,many deals have been done & it is important that revenue therefore grows strongly this year

The signs are clear that DMS will be required for many years & all new vehicles will soon need DMS as a regulatory requirement .If we have a market leading product & we can deliver it at a competitive price we will possibly win a bigger% of the market than Ken (conservatively) projects .Surely DMS will also be mandatory in Fleet ,Buses & Coaches (apart from trains & planes) & the massive build up of data from Tucson will itself have substantial value .
Now we are funded for another 18 months ,break even has been brought forward by a year & new holdings following the placing have started to appear ,I am increasingly considering that being able to still buy around 3p is offering us the opportunity to buy more shares close to the price that IIs (& VSI) were able to buy & if our brokers target of 12p is achievable ,then there remains the scope for substantial profits here.I thought I had finished buying but I must confess to now being tempted to buy more .

Following last years Fleet Debacle & substantial downscaling of our projected revenues , The Market should be forgiven for being wary of us ,for now, which is why we could only raise the funds required at a more substantial discount to our prevailing price than we hoped for.We now have to prove ourselves & demonstrate that the errors made have been resolved & that we are back on track & The Market will need to see tangible evidence of a decent ramping up of our revenue before forgiving us & enable our SP to re rate upwards.Revenue of A$30mill in FY19 was not what we were led to believe during Mike s brief tenure as CEO & , come the Autumn, when our Finals are announced for FY19 , we need to be able to project a decent ( if not substantial) increase in expected revenues in FY20.

12p sounds quite appealing right now ,but should we ever regain the heady heights of 12p I am sure will then want 20p+.
Following the near halving of our SP after the fundraise I just want some bang for my bucks & news in the coming weeks will hopefully provide it
Great weekend to you all

James & Paul were awarded approaching 2 mill shares today & I hope they make a very large amount of money from them as that would give we mere morals the chance of some profit & a gracious exit, eventually.

Holdings RNS s should be issued over the next few days & it will be interesting to see if anyone else has increased & whether there are any new holders with disclosable holdings ( although didnt Ken email Steve advising that it had been difficult attracting new investors).It will also be interesting to see how much new business we have won & lets hope it includes Toyota ,VW & Volvo , et all .

Due any time soon & have been known for months .We are now 5 months into the current year ( to 30/11/19) & it is the projected revenue for the current 6 months ( & beyond) which will be of more interest than our historical turnover (to 30/11/18).Hopefully there will be a substantial increase ( preferably multiples ) in the current 6 months & The Market may then be able to realistically consider & assess our potential.We continue to sign deals & the momentum will hopefully continue .

You are no including the holdings of some of our esteemed colleagues here .

Great news & as we have strong relationships with Distributors in SE Asia,apart from our largest individual investor being based in the region, I would we will benefit substantially from their new regulations , from both our ability to retrofit & the potential to install Guardian at the point of manufacturer.
Could this be transformational for us , or am I being hopelessly optimistic ?

May help reignite some interest in SEE over the next few days , together with positive deal news

Surely ,if ours is indisputably the best product & winning Volvo would be pivotal for us ,we would offer them a deal which would be difficult for them to refuse ,resulting in a win win scenario for Volvo & ourselves .

Hopefully assisted by an increase in the launch of G3 ,higher than expected Fleet growth ,a ramp up in aviation deals & news of at least 1 substantial Progress Rail deal ( & preferably more ).
Enjoy the unseasonably stunning weather !