Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
For fear of painting an overly positive picture, Baxter, I'll give you my worst thing from yesterday - The chairs. They looked fine but I just couldn't get comfy and my back is killing me today :-(
Hi Terry
I didn't get a chance to talk to John-Marc from Cenkos. He's someone I've never met beyond pleasantries but should have done. How was your conversation? Did you get an idea of how much contact he gets with SEE? What was he keenest to say?
Thanks for help
Seeingtom
Hi Lewbo,
I raised an eyebrow at the number of people there. Not just investors but city people seemingly not immediately connected to SEE, as far as I know. And notable with SEE being a relatively small company. Talking to my friend about it last night. She used to work for one of the big banks arranging for foreign company clients to visit the UK and meet investors, potential investors etc. She was talking about the difference between a company that is hot and a company that is not and how she'd have city people fighting over places at certain presentations from companies she'd not heard of before and what happened with those companies later. Of course it is just her anecdotal evidence and not a scientific study but I'll just say that her view was encouraging. I've been involved in a few of these things as the presenting company and attended a few but they were a very regular thing for her so her experience is wider than mine.
Hi Chairboy,
Just to be clear, they did NOT say they are only pitching for the premium end of auto.
You are correct that they are only willing to take on work that is profitable. They did say that contracts in the past tended to be at the premium end of the market.
In my own face-to-face conversations with SEE management, they said they were expecting 2-3 mass market (I emphasise mass market) RFQs to be decided between now and the end of 2020 and that SEE are in the running for these.
Hi SEE2020. I had Tim down as saying "Industries are realising this is the next airbag". He was talking about all targeted industries and not just automotive. Same sentiment as you have but I like my version of the truth better :-)
I woz there.
Found it very informative.
About to go into something else but... off the top of my head in the minute I've got...
There will not be another cash call.
21% Guardian saving secured earlier than expected so upside to forecast. New Guardian also more robust so reduced support cost for SEE.
No OEMs are developing DMS in-house. All are purchasing externally. Smart Eye are the main competitor in goal round RFQs. Handful of other competitors present in early rounds but usually fall away quickly.
I bet that almost any other AIM company (and many main market companies) would put this out as a full RNS. In my humble opinion, the fact that this was only deemed worthy of an RNS-R speaks volumes about the massive opportunities already opening up for ANGLE.
Do your own research and form your own opinion. I think it is fascinating stuff so you I hope you enjoy it and it might make you a few bob.
The grant of the European patent protects the Company's ability to offer a megakaryocyte-based test in Europe.
Similar patents are being pursued in the United States and certain other major territories.
Dr Yong-Jie Lu, Professor in Molecular Oncology at Barts Cancer Institute, and the Principal Investigator for the megakaryocytes discovery commented: "We believe megakaryocytes in patient blood may play a key role in the body's immune response to all solid cancer types…”
Dr Michele Hill-Perkins, Head of Technology Transfer Biopharma at QMUL Queen Mary Innovation Ltd, commented: "We are pleased to see the grant of the European patent for the analysis of megakaryocytes in patient blood as a prognostic biomarker with the potential to open up new avenues in the fight against cancer. We look forward to working with ANGLE to bring this analysis to patients as soon as possible."
Applaud this share scheme. Increases alignment of Paul's interests with ours.
Would be nice to know if we are going to be told the details of the targets, which we should be. Other companies do publish but sometimes not until they issue year end financial statements. There are strict rules compelling publication of executive remuneration and related party transactions even in minor amounts and in that context it makes no sense to not publish the targets in this sort of scheme.
Some examples of AIM companies disclosing share scheme targets:
Australian company, GetBusy:
https://assets.website-files.com/591a4598e2508a2bc89c4aee/5c7dcf9ed0f1dfeedcc3a533_GetBusy%20plc%20Annual%20Report%202018.pdf
Angle PLC:
https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/AGL/13912406.html