Sapan Gai, CCO at Sovereign Metals, discusses their superior graphite test results. Watch the video here.
I'm glad i sent my question in, Paul answered it directly.
The biggest worry for investors is potential dilution of their shares. If the company issues more shares to raise further funds in the future, this would wipe out any financial growth.
GLA
Here's my question:
The biggest worry for investors is potential dilution of their shares. If the company issues more shares to raise further funds in the future, this would wipe out any financial growth.
We all believe in SEE’s technology and are confident that SEE has a very bright future. However, we as long term share holders need some reassurance that our investment will not be diluted to nothing. Please inform us of funding plans, if required. Such as licencing deals, similar to CAT. Or possibly upfront OEM/Fleet payments, to take us into profitability.
Good luck to all on the SEE team. I wish you the very best for the future of our company.
What I have learnt from my experience as an analyst is the company making the most progress is always the one making the least noise (why tell anyone ANYTHING if you are ahead?). Mobileye is probably the best known example for you, but others where this was true are Qualcomm, Broadcom, Marvell. As an analyst researching those companies in the early days, you just hit a brick wall. Apple is the same -ARM staffers sometimes refer to them as ‘the folks at Cupertino’ – so too Xilinx and Nvidia (guess which has more silicon revenues in production vehicles). SM realistically only need to work with 15-20 OEMs for worldwide coverage, and probably the top ten is enough (everyone else will follow the decisions made by the leaders). So really the lack of information flow coming out of SM I see as evidence of their competitive leadership, which is blatantly obvious when put alongside using FPGA for the silicon solution and the 1.3 bn kms RNS. This is the perspective that almost 25 years of experience gets you.
The Buick Enspire SUV uses Cadillac’s Super Cruise system:
https://www.theverge.com/2018/4/17/17248066/buick-enspire-electric-super-cruise-beijing-auto-show-2018
Toyota are definitely using our DMS camera. Just compare both images:
https://www.tri.global/research/#Automated%20Driving
SEE camera: Scroll to bottom
https://www.australiaunlimited.com/technology/seeingmachines
SEE camera: Scroll to bottom
https://www.australiaunlimited.com/technology/seeingmachines
https://naias.com/press/news/artificial-intelligence-takes-center-stage-at-inforums-naias-event/