Member Info for OldFool13

Great news about the CFO, Martin Ive, but seriously have a word with yourselves, reading a SEYE fanboys posts just so he can wet himself that people take note of his lies!

A new CFO buying in is a significant signal to the market of where the SP will be going.

Like all big companies, they can be idiots with their investments. From the my previous career watching HP and Microsoft buy out other companies to end up wrecking value was mind boggling. The Microsoft/ Nokia saga is a perfect example. However that is only correct if you believe SEE will never go above 11p; with certainty it will, as long as it achieves the targeted % of wins.

I eagerly await 19th January then, this could be huge for SEE (or the opposite!) as at last an independent company will assess how good our DMS is against the likes of Tesla and Mazda who don't have SEE tech and the others that may or may not have it. We might get information flow from this as surely Thatcham will know the manufacturers details surely. At last we will get a measure of how well our Tech works against SEYE (and others?)

I have said before that I expect the market to dual source just as the Computer industry did with Intel and AMD chips back along. The best in the best models but to be able to say DMS is in the budget market any old cheap offering will do. The battleground will be in the Mid range cars.

Then again I also said repeatedly that November/December would be the months when a lot of the 2023 deals would get announced .... and I am 3/4 wrong so far.

It has to get better though right?

Our CEO's own bonus depends on it ...

1st July 2022 - 9.5p
1st July 2023 - 11.9p

There is worse - if the SP does not change the price predictions from 2021 will be more accurate:

6.7p – UrbanSpaceman – spike 8.1p
7.3p – Baxter1 – spike 9.5p

Well we are in the last month of the price prediction competition and I think it sums up the abject failure of the Share Price this year and our abject failure to forsee how this year would work out. Everything can change in this last month but Baxter1 is currently the red hot favorite:

The Share Price has to DOUBLE to reach is low prediction!

13.6p - Baxter1 - spike 16.5p
14p - isb1974 – spike 14.5p
14.8p - glandore - spike. 15.6p
15p - UrbanSpaceman - spike 18.5p
15p - bonzoful - spike 17p
16.5p - Monkshood - spike 20.5p
17p – Jins - spike 23p
17.8p - pv72 - spike 25p
18p - Chris100 - spike 20p
18.5p - Brockwl - spike 21p
18.7p - shallwe - spike 23.9p
19p - Gazzasw44 – spike 23p
20p – Zequic – spike 23p
21p - soulboy - spike 29p
22p - W13Ken - spike 24.6p
22p – Flutterbutternut – spike 26p
22.5p – Visor – spike 29.5p
23p - sportraider1 – spike 28p
24p - Almagest - spike 31p
25p - sn1234 - spike 30p
25p - MrBB - spike 35p
25p - Seeing2030 - spike 29p
26p - 4foxache - spike 29p
27p – oatcake - spike 34p
28p - pm444 - spike 32p
28p - Mine4heartofgold – spike 33p
28p - Giraffe4444 - spike 44p
29p - Ratboy1971 - spike 42p
29.5p – paulgold - spike 35p.
30p – theneedforspeed – spike 35p
30p – Chairboy – spike 36p
34p - Numptypi - 40p spike
36.7p - Oldfool13 - spike 43.4p
37p - Teamin - spike 41p
38p - terrym - spike 54p
39p – DRUSS – spike 57p
40p – RossC – spike 44p
40p - Matml74 – spike 50p
40.6p - Klick - spike 47.4p
42p – Bauchsapt – spike 51p
42p – paulpingles – spike 56p
45p - SEEuJIMMY - spike 60p
46p - Lostinfrance - spike 53p
49p - modestguy - spike 56p
56p - BlueSquirrel16 - spike 56p
60p – Aljess – spike 80p
60p - Lewbo18 – spike 80p
65p - buffettology - spike 75p
86p - Boydolin - spike 95p
100p - Seeing-2020 - spike 100p
100p - UpDownWeGo - spike 120p
100p – jazzindahouse – spike 150p
122p – Redindi – spike 122p
240p - Wilson63 – 240p
300p - SEEROCKET2022 - spike 600p

Those big trades last week were organised matched pairs but also\o an additional 73mil that went to an unnamed new holder, and this is virtually the only time MM's get involved in SETS. DYOR and do yourself a favour.

Brilliant thanks

And I cannot put together a cohesive sentence :-)

A little help for Oldfool13 please? I have been recording SEE ii holdings since 2018 and I did not note the last percentages held from February 2022 (as per SEE website) Does anyone know the Lombard holdings and Federated Hermes positions? The rest are unchanged from Oct 2021.

Thanks in advance

Can we keep off the MM conspiracy malarkey, SEE are on SETS, so that takes limits MM input as trades are automated.

Cup between June and October, handle starting now. I'm not particularly in love with charting, but seen this posted many times before and seen it as a good predictor.

What is it? I understand it as being a falling SP hitting a low, steadily supported and starting to rise with a failed breakout (not enough news to propel further) thus forming the cup, then SP retraces a bit starting the handle. To finish the handle news is needed, then a breakout to the upside occurs but needs t be news driven. Anyone suggest where this might come from? Anyone suggest what "pipeline" will propel this?

What is to gain by releasing an RNS? Apart from the legality, what do they gain? In an interview ages ago PM was adamant that manufacturers would not let any one company dominate the market. I have long felt that this factor dominates SEE's reluctance to release news. It seems to me that SEE are very much in a dominant position (I hope I am right) but it is to their advantage to not be in a hurry prior to companies making the decisions on who will supply DMS.

I have speculated for a long while that November/December will be decision time on that pipeline and at a certain time the shackles will come off because it will be too late for the manufacturers to make alternative arrangements. To me the low size of the published GM contract speaks volumes. I hope that when this pipeline news is finally released that SEE can actually do some real PR and update the market properly on what has been won.

Nope just another day of waiting .. won't be the case for too much longer

Yes but I tend to feel the SP is rising on the back of the last RNS which really should have seen us back up if it was not for that cursed seller. More room to increase further without RNS's as appetite is there and it would not surprise me to see a very large buy (after close) that has been worked this week. The SP seems to have risen very easily against a backdrop of persistent sells.

Well the slides were NOT great IMO, no harm in saying something like that.

Do I need a professional Slide maker, no? Or do I need a CEO to position the company for fantastic growth and able to speak coherently to an audience? :-)

Well I'd rather listen to an oldpro rather than an Oldfool :-). Sounds a reasonable explanation ..... I hope one or both of us are correct

The trading is in line with one of our II's selling their position out. Watched this since HH and when they cleared there was similar movement. The wider market makes me nervous at the moment.

Bid offer certainly moved to 6.21 / 6.30 from 6.07 / 6.15 so something is afoot .... perhaps us mere PI's will get to see after hours?

Anyone have a smidgeon of an idea what is going on?

Obviously we have a seller(s) dragging us back that seems to have been selling in rounded 100,000 trades the last couple of weeks that has dragged us back from a RNS that should have seen us +30% from where we are now. Now WTF is going on today?

Today we have seen 2 more big sells totalling 44 million at 6.10 then within 13 minutes the SP reverses and goes into positive territory. Is it possible to withold buying trades from the market? I thought this could be done off book and declared after hours, but declaring both buy and sells!

The sudden mini rise could be the seller cleared? Any level 2 people here?