Member Info for redindi

SEE is, for want of a better expression, a high tech company and reflects the way the world is going. So, maybe never ever ever ever is being a bit over optimistic. However SEE is more than just DMS and autonomous vehicles are some way over the hill, giving some data hungry Titan plenty of time to gobble up SEE. Within 18 is fine by me!

Safestocks is not A8, is GB2!!

And by clutching at straws, further proves the case for SEE. Is tomorrow RNS Monday?

Has anyone else noticed that in the last couple of months SEE has gone into overdrive in comparison to previously?

Only 33%? Perhaps Ken should read Safestocks!!!

Very cryptic by Safestocks and could be viewed in any number of ways. But as the article alludes to, insiders will be aware of the true value of the company and will have more information than we mere mortals as regards the likelihood of landing up to 10 OEM's potentially by the year end, together with news from other areas of the business. With this in mind, why would insiders accept a low ball bid now when it's possible the share price (and value of the company) could surpass any low ball bid. Not to mention a possible Battle of the Titans....

So Merc, BMW & Ford never happened? The market looks forward 2 years, not just today. As for GM, I am sure it will have to follow, whether with SEE or a competitor. I'd think SEE would have a decent chance in that competition!

Hi Aim. Hardly. If Veneer came calling with a low ball bid, for Auto alone or the lot, the last thing I would expect is for SEE to accept it as both Veoneer and SEE will be privy to the same information and will be well aware of the likelihood of securing a fair proportion (or more) of the contracts. It would however concentrate the minds of other, richer suitors so would be welcome!!

Hi Aim and welcome. Interesting question which only highlights the hidden value of SEE. if Veoneer with its 'insider' information came up with a bid for Auto alone of say 30p, that would say volumes about the value of the Auto side of the business. Apparently (according to Safestocks contacts) most OEM's are likely to have their DMS plans in place by year end and if Veoneer are successful in most bids SEE potentially will be releasing 3 RNS every 2 months in Auto alone. Would that give SEE market domination vis a vis Mobileye? I reckon just 1, maybe 2, RNS (especially if one were to be Toyota) would see the inflection point reached so let's hope one (or two) land soon!!

Rob, Toyota and?? That would certainly get SEE past the inflection point!!

Yes, talk is good and long may it continue. Comparisons with Mobileye are relevant as it's hard to compare SEE to any other similar company because they are difficult to find. It's been mentioned that the price paid by Intel was only 36% more than the value of the company on the day of offer. However, as Safestocks pointed out, on purely auto revenues (2019?), on the same earnings multiples (42x) SEE would be valued at 83p for Auto alone. This is before BMW, Ford are taken into account. This maybe points to either Mobileye was overvalued, SEE Is currently undervalued or a bit of both??

So, with Autoliv in negotiation with 9 OEM's which should come to fruition this year and a potential bidding war likely, around 35p to 40p would be acceptable to KK and crew? I think not. Confirmation bias seems to be coming into play again!

Sell at under 8p wasn't it??

Alex 8, so if SEE doesn't have a future why are you here?

I'd agree, Robbie, and believe if/when the Toyota RNS lands, the SP could be at or near the low ball figure stated by Safestocks. In their last full year Toyota sold 10.4 million cars whereas Ford sold 6.6 million cars (admittedly there was other big news at the time) and what other proof of concept would the market need? What then a low ball bid? In passing, I see Smart Eyes SP went slightly down on Friday and seems to be going nowhere...

Whereas Redini1 does!!!!!!!

Hate to say it but people in general don't know how it's going!!!

Maybe the bidding war has already happened overnight, it got leaked to LSE who have inadvertently posted the winning bid in anticipation of the RNS on Monday)))

Yanar, thanks for the warning but I think I'll wait for full year results and possible RNS ' in the meantime. Strange how the 3 broker upgrades were exactly that, weren't Panmure targeting 30p and I'm sure they have done their research?

Now it's back. LSE, come on!!!!