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Brock of course everything seems easy but don't think thr world could predict covid and everything else that's knocked markets!! Ha honestly!
I beg to differ Glandore Paul said based on banked contracts and its pretty much guaranteed that such will increased based on the flow of contracts so no finger in the air stuff from me love
All this fussing with figures based on finger in the air stuff is nonsense. Paul said on Italian video around 20m cars See will be in in 2027 but that's only a proportion of the total amount (20m is based on initial volumes granted). So, its anyones guess but perhaps you can say 2 or even 3x that figure. Imagine what the SP could be based on those numbers at 90% margin!!!!
They're obvs falling for the BS too
Yeah more I think about Italian video and 70p the more I think he's just BSing and the proof - not one new institution has invested since or after US events. Basically they all must think the same thing and they probably all talk too
It's all BS. Contracts needed not fancy videos
He knows what we don't and one or even two big pieces of news and this could double so I think for what it's worth he's banking on that and will sell at that point and go from there
The 1billion pipeline to be finalised so if we get 70% of this and an aviation deal along with a successful Gen3 launch (fleet being bigger than auto long term) then yesh we could be at 3b valuation in a year or so
No chance cheap takeover. Only way that would happen if we were running out of cash and appear to be funded for every eventuality! We have hopefully breakeven to look forward to which is around end 24/start 25 and that alone will give us a rerating to what is hard to guess. Brokers have us at 10p and 24pish so take a halfway point and we should be at approx 17p now what that would be if we were profitable is anyones guess but like to think around double that so 30-40p range!?
Paul said in Italian presentation to institutionals we'd be at 70p end 24 so do the maths! We are fully funded to deliver on business plan so that should help to not have to accept any old silly offer but it depends on what value the big boys want (Lombard etc)? I'd like to think after all their efforts to steer the See ship in the right direction they'd want something that reflects this. You must also consider what they think See could be valued once its dual listed in US (they've been talking about this for sometime).
I think anything under 50p is criminally cheap
Managing expectations! Are you having a laugh or are you taking something!? That's something they are tragic at - announce to various institutions that they have deals lined up to conclude by said date and say to the world and his dog that deals are imminent and we are still awaiting their conclusion. I sincerely hope that Paul has had a good going over by the board and other strategic investors for spouting such utter undelivered nonsense
See are becoming a joke. No wonder no funds want to invest as its the same story jam tomorrow or if not the day after tomorrow
Beyond shocked that since Capital Makrets event in NYC followed by other stops on the US road trip there appears to be zero buying and yet our story (and the whole interior sensing sector) is so compelling (driven by legislation across the globe)!? Somethings not adding up!!
No chance! It seems that Mobileye and others have got them by the short and curly's and are dictating when to release news and aviation companies are also calling the shots so those imminent deals are in the long grass
4.8 - 5m shares
Good luck these arrogant bods won't respond. We are small fry and they're more interested in spouting fiary tales to Italian institutions and others!!
Well put!! Not sure whether they give 2 hoots for us private holders though with their focus fairly and squarely on the big fish in the US but like them we all need convincing to go the distant and keep blowing the See trumpet right!?
Just so that people don't think I'm making things up let's look at some examples highlighted in Italian job-
1. Capital markets day US - they said they'd have companies standing next to them telling how klportnat and cortical See's tech is. Didn't happen!
2. Aviation licence deal of around 15m delivered by end of 22 - still hasn't happened.
I could go on but you get my drift!
Nearly 6 months after the Italian job and absolutely nothing has been delivered. They can't even put a piece of PR out around the Ford announcement. What is going on? Its a complete shambles! For someone like myself who's been invested for nearly a decade its beyond patience testing. Deliver please and start doing it now
See get a move on and promote our tech behind this. It's critical to help the world understand our dominate position