Member Info for phil01

Map,

I would not have PM anywhere next to my team. You better read the last paragraph and digest it before before signing them on your team. That is the type of performance that gets any team relegated.

I would say this licence agreement dug them out of a giant hole and even at that it did not fully dig them out of the hole. Even with recognition of the income from this licence renewal they are forecasting that the expected EBITDA will be lower than market expectations! I other words without this one off payment the underlying business is performing worse that has been expected. We got lucky and we should recognise it as that and not anything else.

In case something is wrong with your eyes, I have posted the relevant section here below:

"...Subject to final revenue recognition associated with the Revised Agreement with Caterpillar and the final outcome on Automotive royalties for Q4 2024 it is expected that Cash EBITDA will be lower than market expectations. This has been largely driven by Aftermarket margin mix due to the slower than expected transition from Guardian Generation 2 to Generation 3 and the previously reported adverse Automotive royalty volumes and mix during the year...."

Hopefully that is not meant to be uber positive. They installed 59,706 with another 6320 sold but still to be installed at Q3 KPI report. I am rather hoping that we are touching 65,000 installed by now.

I must say that was a great post and shows where this board is going.

I also have a reveal: either my source is wrong or this will be your chance to bet that the winner of the race at Ascot will be Red Rum.

Big buy orders or shorts scrambling to close!

Same to me, as in either case the price will move up.

I don't have access to Level 2, so I do not know if there are short position in this share.

If true as someone stated that there is a significant short position on this share then they are about to be burned.

I would imagine that if the next set of results is good then this share will never return to this level so any short position at this level will be well out of the money.

That means that any open short probably will have to close their position pretty quickly which will result in the share moving dramatically up, or the short will take a chance that the next set of results will be horrible so that the share will fall.

Based on what the company said in their Q1 results, I know where my money is. If shorts scramble to close in the next few weeks , ( before the results), the share has only one direction to go: UP. If they do not close and they are caught out by the results they will again be forced to close with a sore backside.

Sorry folks, typing on my phone so my fat fingers makes my sentences unintelligible. Hopefully in spite of the poor grammar and miss spellings you ca get a sense of what I am saying.

AS I have been saying, there must be a big buyer in the background. With all the apparent sells, the share price has held. In fact the share price is moving in the opposite direction that you would expect if there were a catalogue of continuous sells.

I am not sure if iHeart has been in US previously but has not been measured by Triton podcast ranker or if they have just entered US market.

Now this bit is purely speclation on my behalf:

Data: iheart is Audioboom sales rep in Australia.

What if speculation: If iheart is just entering US market, what is they may bid for Audioboom as such if they an pick up as much shares in the open market as they could then they will only be bidding for what ever they do not already own. ( hence background soaking up of all the apparent sells).

hy should iHeart want to buy Audioboo: they understand audio boom business better than any other podcast company. They have access to audio boom adrip etc which they are allowed to use as part of our partnership in Austria so they fully understand the value-add that audioboom inhouse software can bring to their business. |Second reason is that audioboom do not have a large staff count to integration of audioboom to any other business will be fairly straight forward.

REPEAT:

Above is just speculation that is not information, I m just using available data to project a potential outcome. There is not enough data points to get any information based on what is happening at the moment. What is clear is that the volume of sells, seems to overweight the volume of daily buys for the last moth or so but price seems to have held steady and in some cases it has gone up.

AudioBoom did not fall. Read the metrics again, there is reading a data and converting the data to information.

Data is Audioboom is now nO 5 in US within Trinitron Podcast ranking. Information is iHeart entered the US metrics this month and shot straight to No 1 for both audience and downloads. Every other audio company in US have moved down by 1 position since iHeart shot straight into Number 1 position.

Compared to the usual companies Audioboom has been measured against over the last few years years, nothing has changed: infact Audioboom gained a position which was reported about 2 months or so ago.

Bearhunt,

You are right, I was thinking of H1 results . SO if they are going to release the Q2 results ahead of the H2 results then it may be this month. [ Q2 however does not really end till 30th June, but I suppose they will know within the last week of the month how things have been going].

Q2 update is due in less than 4 weeks. They are usually regular in the Quarterly updates. My expectations is that the results will be out on 16th July.

If someone is selling then someone is buying in the background as the share price have held up remarkably well. Unless the mm are happy to hold a shed loads of these which again suggest that they believe the can turn them over at a higher price.

With what appears to be a constant daily sells each day, much greater than the apparent buys, the share price have held steady around this value.

The market is a sea of red. At work so has not heard if some economic data has spooked investors.

I don't really worry too much about tgd day to day fluctuations, unless you are a day trader. Tye general trend is up so for my investment time zone, no issues though I would like it to go up in a straight line.

That was just a free advice about life choice, not an invitation to start online discussion with you.

Nothing personal just that I really can't afford the time.

Sorry if I have offended , for all I know you may be elderly and staying by yourself and this is the only medium you use to have communication with people.

Stay well.

Growingballs,

Yawn, You must be really bored to spend so much time on a BB of a share you do not own.

7am in the morning and you are up posting on a BB for a share you have no interest. Life is too short mate, get a hobby or something. If you have the money to invest, use your time usefully to research on where to put your money since you have ruled this one out.

Yep, it is still alive though it might be on a death roll. Not sure how it will manage to trade out of this but stranger things have happened.

Of cause it is a game changer. It is just trying to give Cipia and SEYE a false sense of security before springing into action!

PM is probably just holding back all the announcements about contract wins etc to coincide with his birthday.

Lewbo18,

I am not really sure where we are going with that statement, definitely not supposed to make me feel better!.

Percentage wise I am down more than Rana and her fellow directors. At date of purchase of Effectiva, (May 2021), SEYE was trading at 196.68, SEE was trading at 11.55.

As of today SEYE is trading at 106 and SEE trading at 4.75.

That means SEYE has lost 46.1% of its value while SEE has lost 58.9% of its value in the same time frame.

I rather worry about the loss in my investment that what Rana has lost, as what she lost has no impact on my personal wealth.

We are not doing great but I think we have enough money for a while so do not expect any placing. However all hinges on sales, clearly PM has budgeted on increasing sales to offset the operating expenses, hence predicting profitability next financial year which starts in July, ( 2 months to end of this FY).

If revenue do not ramp up then there may be cause, but if the profitability is not kicked too far into the distance then they can take a bridging loan from a bank. Hopefully however these discussions will only be of academic exercise as PM surprises us, he has to be right sometimes .....even a broken clock and all that...

PM is busy in the background making sure the contracts are getting to SOP. At least that what I have been proposed by someone on this BB. He is doing a great job.

move along nothing to see here, lets us all talk about the fact that SEYE raised some capital, over at our side of the fence everything is hunky-dory. Great buying opportunity nailed on to be £1 by end of the year. (PM said 70p, but you know how he is always understating the numbers so the actual price must be £1 at least).

I am glad to know that PM is busy making sure all the workers that work for VW are clocking in to work on time. Shows how little I know, here is me thinking that a CEO job is to provide strategic direction lead negotiation teams to negotiate contracts.

Anyway it does not matter what we spout here positive or negative. Sometimes PI have a higher estimation of their influence on the share price. The truth is that at the moment irrespective of what we think, the market is voting that he is not performing and the share price is following suit. If anyone thinks that any investor will come here and buy the shares because I said it is the best thing since sliced bread or because I said it is the worst since the plague then they are deluding themselves.

They will do their research, judge the potential market size, listen to a few of PM presentations and ..that is where the doubt starts cropping in. He says one thing as and does not deliver to any type of timeline. Unlike some that have become emotionally attached to their shares the newbie will make a cold eyed decision whether he can trust the team to do what they are saying they will do, based on past promises.

There are a host of professional investors around and they have not started to pile in even at this price. When SEE starts delivering we will see hoards of professional investors coming in. Even the broker that is paid by SEE to promote good vibes has not exactly said bet your farm on it while some PI are saying £2 by next month.

We must all be better investors than the professionals and that is why we have time to hang around on this BB thinking that what anyone says has much influence on the share price. The percentage of SEE share holders that read this BB is infinitesimal.