The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Looks like they are predicting about 10,000/year for the Hummer. Obviously a difficult one to estimate due to the fact that it's essentially a brand new segment but it's a good guide as a starting point.
https://www.wsj.com/articles/pricey-hummer-pickup-highlights-gms-new-strategy-to-sell-electrics-11603222461
I don't think anyone can argue with the fact that Safestocks was right. He basically said that the news flow was in preparation for a placing and that's why they were making the most of MOUs etc. He was right. Shades of grey that it's a strategic placing. So I don't think those who said that we didn't need one were completely wrong either.
Either way, fair play to those who saw the pattern emerging. I hope you traded it well, the trick is working out which way the SP would go and that was another twist with this one!
Roll on the next RNS with some money attached!
https://www.lse.co.uk/rns/SEE/automotive-design-win-with-us-oem-for-fovio-chip-hcgzjx9d6wyxa0h.html
Admittedly, the numbers don't quite add up, but we knew that...
Morgan Stanley would be a nice name to have invested. Would be a very visible buyer for a very large amount of investors. Also fits into the 'well known' category nicely. I look forward to the holdings RNS
Spot on Hyms. This raise is fine, could be good depending on who is bought in, but what is the future plan in regards to IIs in the US?
10% to lots of people adds up quickly, hopefully this is a 'beach head' and will encourage others to purchase in the open market
I would like to see a clear explanation from PM with reasoning. Fine if they need a bit more to get them there (we knew there was a small amount needed but thought they might be able to bridge it with a license deal or a loan). It's this site to licenses being a year or two out and getting ahead of it or are they just trying to get US investors onboard.
If it's US investors, is this the only time they are intending to dilute to do so? That's an important question. No point in getting 5 big investors if they steal our lunch money doing so.
Vi kommer att vinna allt, SE har ingen chans, Viktor har förklarat detta och vårt Oracle vinner alltid. Kungen av DMS sitter på sin tron ??av mindre kameror när vi värnar om vår fantastiska strategi att inte göra något utvecklingsarbete. Länge lever SmartEye King of Kings.
...Wrong forum... Sorry guys....
CAT deal was a very long time ago, with a different product in a different industry so I wouldn't try to draw too many conclusions from that aside from it does give an indication of what a license deal can look like.
Fund raise is unlikely (I would even venture as far as very unlikely) as we are in a position to release product and licenses to market, we have enough cash to wait for those license deals to be signed, more income is approaching and the SP is not in a brilliant position to raise at the moment so not the best opportunity. I think this is idle worry for the time being.
SEE share price is very odd but once contracts for licenses are signed and folks can see the colour of the money, there is no way it can't respond. To be fair SEE SP has always been very odd.
The SP will rocket once the money starts hitting the books, if we can finally get some form of timeline for these contracts then we can settle in and be comfortable that we have a date when the SP will respond. I'm glad we have moved on from pie in the sky ideas and tidbits to real leads progressing... Would love to see the order progress though!
A new term for SEE
https://www.facebook.com/155747097788444/posts/3844270902269360/?substory_index=0
After a bottle of wine, I believe that there are two levels of results driven success at play here, SE are currently doing well at share price results which are important to investors because it's our most obvious and most important KPI.
SEE are doing better at the technology, balance sheet, defensive position and forward looking indicators. Which were more difficult KPIs to follow.
The job for investors on their own spreadsheets is to apply the discount rate for time to value realisation. I would say that I entered too early all those years ago, yes, I built a good holding but the time holding could have been better invested elsewhere and therefore I should have applied a larger discount to valuation early on. Now, I would say that we still probably have a little wait but the discount being applied by the market is too strong for me so I think this is a really good buy objectively.
I do feel that it's Paul's job to reduce the discount being applied by the market via good communication (which is improving and showing results, but needs to still go further). Probably, we are relatively safe from a low ball but the further our actual price is away from the obvious benefits, the more risk there is (therefore the harsh discount rate creates a self-fulfilling increased discount rate).
I just want a decent share price really... I'm not getting any younger! That's my thoughts for the night!
Yes, see are very reluctant to announce models for some reason. Would be nice to have a message at least from PM to explain their communications strategy.
They do have to keep in mind that we have done our but by paying for all the R&D from our own pockets which has been quite a painful ride so they owe us some payback!
I think there is a certain amount of shop fronting going on, but that's OK. We don't want to fly under the radar anymore. What we want us to appeal to the right buyer. Not a tiddler but a giant with deep pockets. Last night I was contemplating what £6B valuation looks like I'm line with other tech companies and the FTSE/Nasdaq... It's still pretty small. With such a huge potential market, it solidified my belief this company could really be the UK market blue chip star of the future.
I'm on holiday it's late and I'm quite drunk so apologies if I miss things but I thought an illustrious poster deserves a response. Others can fill the gaps or make corrections
A) Trent Victor
B) Terry Winters
C) Nick, Kevin, Rodney
2
A) IUM
B) First group
C) autosense
3.
A)
James Palmer
Luke Oxenham
Michael Cameron
Naomi Rule
B) 50m AUD
C) 750
D) 17.5m USD
Apologies if I've made any errors and let you down S2020