Member Info for shallwe

.....like they could be a distant memory. He would now need the SP to go up 57% very soon, and the price to hold.

Looking more and more unlikely.

Still, a good time to increase my holding.

Patience is a virtue.

Agree 90% OldFool.

However, with the SP needing a rise of 50% now to hit the target of 6.1p over the thirty days to end June, I think it unlikely at present that PMG will get his free shares this year. Better luck next year and of this I have no doubt he will get them.

That may happen Baxter and don't think that it hasn't crossed my mind over the last week or two. But just think what the half-years figures could be later.

There's a silver lining everywhere.

Too many people looking at the short term rather than the long term.

Get a life for heavens sake.

ET.

I still think SEYE will do well but maybe not as well as they originally thought. Their shareholders will still be happy at the end of the day, but maybe (hopefully), not as happy as we should be once the news starts flowing.

All IMHO of course.

6

Company overview
Smart Eye Q4'19: Quick report comment
Redeye Research Note 2020/02/20

This is a quick report comment, following the company’s year-end report this morning. At this point, the earnings reports are essentially completely irrelevant for our investment thesis.

Smart Eye is one of 11 stocks in our portfolio Top Picks. Since purchase it has returned 47%.

Smart Eye today reported Q4 sales and an operating loss of SEK 14m and -35m (expected 19m & -23m). The deviation is related to both higher costs and lower sales in Research Instruments, a segment that is not important for our investment thesis. We have a positive view of the increased costs as this is a land grab phase driven by DMS becoming standard due to Euro NCAP and EU regulation.

The value of the 57 design wins is, as previously announced, SEK 1.5 bn.

We will return with an updated research report as soon as possible. The report did not sway our conviction, meaning will not change our valuation.

Humble pie for breakfast. Hmmmm, yummy :)

And there we all were, me included, criticising our new PR company. This is the kind of PR we have all been waiting for, and I'm sure there will be a lot more to come.

After buying from about 3.5p up to 12p and back down to 3p, my average works out as 4.68p.

S2020's research does it again! Brilliant find and being shared everywhere.

A bit more about Holden here: -

GM scraps historic Holden car brand in Australia - https://www.bbc.co.uk/news/business-51499775

Thank goodness that SEE are 20 years old? Sense going seen in the investment market at long last.

https://www.wired.com/story/investors-hit-brakes-automotive-startups/

FBN's quote 'The Risk/Reward pay off here is (imvho) too big for me to ignore. It's entirely speculative, it's a 'gut' feeling, it's a whole load of research, its also slightly terrifying as I do feel overexposed at times...' sums me up completely.

Lewbo, for the SP to get a rise of nearly 39% by June to hit 6.1p and stay there on average for the 30 days prior to 01/07/20, I would expect decent news would be needed far sooner that May. March doesn't sound too early to me to start the good news roll-out to get the SP in Pauls favour (and ours).

Ditto all those other comments Paul P. Many thanks for yuor report, very encouraging.

It's now creeping up to a +39% rise required for the SP to hit 6.1p. It's getting more and more of a tall order for PMG, but not impossible.

It feels very much like the Status Quo song - Down, down, deeper and down :(

Maps, I mentioned a spike last week and was looking forward to a morning RNS.

It didn't happen. Just like yesterday and this morning :(

PMG needs to get the SP up over 37% by June. In theory it should, in practice I'm not convinced. The PR is so dire, the silence is deafening.

Still, lots of time. Mass DMS won't be in the OEMs until the next 24 months or so.