George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
My prediction is as follows:
End Jan 23 - 9.5p
End Dec 23 - 42p
46p
spike 52p
42p
spike 56p
Yes fair points Red, though i was trying stress that pipeline means potential sales not guaranteed minimum revenue. If it did, the SP would have gone nuts. Once potential becomes reality the market have to seriously rerate the market cap.
The big question with SEE used to if, but now it’s when.
Just for clarity, the A$900m pipeline is potential revenue, so it’s the maximum we could win in the current client discussions. 100% sales conversion is extremely unlikely, but the fact that SEE put this figure in an RSN is incredible & a sign of huge confidence that they think they could win a significant proportion of this. My guess is around 70%.
IMO This RSN is the start of big inflection point for the company.
I think we are about to come out from the shadows.
Agree 100% MatRaf, excellent promotion for Seeing Machine and confirmation that the DMS market is going to be a very significant within the auto industry. CB's presentation was excellent and the panel discussion was even better.
There were a couple of quotes that really stood out for me from the panel discussion.
Nick DF (I think) said that "interest in DMS is now ubiquitous" within the auto space, now that the industry has got over the distraction of AVs being a near term possibility.
Andrew Hanvey of Omnivision said " Everyday I am now receiving RFQs & RFQ's and the volumes are getting bigger, and they are global".
We know the importance of Simulation Training in aviation, but it is also key developing sector in the defence industry. The US military has over 600, which is about 27% of the global total. Interestingly some familiar names dominate (L3, Boeing, etc).
https://medium.com/sound-and-design/market-outlook-for-simulation-based-training-2-15a55897a87
Hey Netrodyne,
2015 called & they like their DMS back.
100% agree. It’s actually staggering the amount on fingers in pies SEE has going on. And it’s set to increase...
This current UK Gov is desperate to prove that post-Brexit Britain can lead the world in something...anything, even semi autonomous driving, despite the dangers. Luckily, The Sunday Times article also quotes Thatcham Research, who point out the "alarming weakness in the technology". They also say "The on-board display must instantly stop showing entertainment in an emergency but a DISTRACTED (my capitals!) DRIVER may still struggle to react".
Its great the general media debate is moving away from "self-driving cars will be here very soon" to how semi-autonomous can create new dangers on the road. If only, there was a technology solution to this problem! TICK! TOCK!
https://www.thetimes.co.uk/article/shapps-steers-britain-towards-being-first-country-to-allow-hands-free-driving-w6f02w9fr#:~:text=Britain%20aims%20to%20become%20the,the%20way%20for%20driverless%20cars.
He has obviously held on to his shares, which is also a positive sign!
It would be great if Tim Cook like it too!
#ARS - will do an Arc soon
#SEE - going gang busters as long way to go
#BIDS - TU due soon to confirm rev growing very fast
Obvious do your own research & my opinion only!
Jan 21 - 7.8p
Don’t worry about Max he is just annoyed & bitter that he sold 2m shares & then a few weeks later the share price has gone up +25-30%. He will be even more bitter in the months to come!!
Mar 21 - 9p
Jun 21 - 12p
Sep 21 - 18p
Dec 21 - 27p
Spike 31p
Merry Xmas & HNY!
xx
i have held for 7-8 years!! Iam now 50% up but still waiting for the really big move up in the next week & months!
Exciting times!!
I suggested a twitter group too a while ago, but fair play to Shrey, the Telegram group works really well.
The danger is it can be an echo chamber but the positives definitely out weigh this.
I would definitely recommend people who want to learn more about the SEE and the potential eye tracking market should join.
I wonder (and hope) whether the rise was caused by US Institutional Investor seeing some clarity in election, felt this was the right time to buy. 1) the macro picture looks less risky - ie clear winner and 2) before SEE announce a series of blockbuster news!
Cheers everybody!
Stop worrying, the SP has gone up +300% in last 6 months, & +50% in the last few weeks.
It’s down 0.5% today, hardly a huge fall. It’s marathon not a sprint!