Member Info for redindi

Baxter

Why would you check for an RNS in a share you no longer own? And at what price will you be buying back in or are you fully invested elsewhere?

Me neither. Wrong board?

Baxter

Thanks for thinking of us who are still invested.

At what price do you intend to buy back in or have you invested elsewhere?

#Team3100
#TeamhaveaGOODday

1. Don't do own research.
2. Don't believe anything any company states/releases.
3. Don't believe or read anything the house broker states/releases.
4. Invest based on the lucky pin method as nothing else left.

#Team3100
#TeamhaveaGOODday

S7

Well said!

isb

https://www.safestocks.co.uk/

Even Thatcham has said what a good piece!

Not another capacitor shortage, please (((((

And getting sadder every day (((((

VSI + Lombard = 26.45%.I presume directors account for the other 1.70%.

Yes, it is tardy.

Klick

No change there then!

Klick
That's Lombard for you. Not in public hands is classed as any concern with above 10% and directors.

S2020

And it's possible that following further news from the 3(4?) ongoing RFQ's that the order book could be approaching half that amount by the year end (assuming they are issued by then).
SEE has a tendency of increasing the actual booked business amount. What was $110 became (with new business amounting to quite a bit less) $170-200 million and then in the results this now being approximately $200 million. I take it this means in the $190-210 million rather than the earlier range. And if you add on the Mercedes extension approximately $223 million, before any further unannounced 'upgrades' by either SEE or Cenkos. Add on the RFQ's currently in play and, including upgrades approaching $500 million booked isn't out of the question. Of course, without a juicy breakeven RNS this won't have the intended effect.

#TEAM3100
#haveaGOODday

A great endorsement for Safestocks!

Terry

From memory, a year or two back, Nurcoria was short of funds and found it difficult to obtain further.

TLS

Are you sure it's Cenkos that's undercooking, for example Fleet, the figures and not SEE itself?

I suppose it's human nature that you get an overreaction to balance past mistakes (50,000 connections etc) and so SEE give as low a figure as is possible and Cenkos carry that forward, even accentuating the overreaction hence the massive disparity in the figures.

In this instance I think SEE is having a problem with trusting itself but anyone with a basic understanding of accounting, or even basic mathematics, to notice the chasm in its figures.

I'm sure also concerns such as accumulating IIs are aware of this and once they have enough will quietly ask SEE (and Cenkos) to check its figures and correct if necessary.

Does anyone think Lombard has enough shares yet?

S2020

Bring it on and bring on breakeven and Safestocks rerate!

S2020

Wasn't it intimated that there licencing deals, ie two or more?

So, it could be deals with CAE, L3 and another etc?

TLS

And with Elon, 5 minutes is always another 5 minutes away and collateral damage continues. Tesla is one contract SEE should try very hard not to win!

isb

You're right about inconsiderate idiots but as regards Tesla, that has to apply even more so to Elon who has consistently denied the need for DMS which would undoubtedly have reduced the risk for a number of reasons but all eventually lead back to additional cost. He really has a lot to answer for and it amazes me he continues to get away with it!

No doubt but does SEE need Tesla?