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I'm not sure whether the spreadsheet link in the FCA webpage below has any restrictions in terms of company size, but SEE aren't mentioned in there as having any short-selling interest whatsoever.
https://www.fca.org.uk/markets/short-selling/notification-and-disclosure-net-short-positions
Hi Terry, I think the last count was that from the beginning of the year the staff upside was around 80-85 positions filled. For a company of the size of SEE, that can only be classed as substantial and they certainly wouldn't have increased it by that amount for no reason :)
Judging by the drop of career vacancies on the SEE website dropping to four, it looks as though SEE are getting fully resourced. Still one or two senior vacancies including a Director role, but it looks like SEE are almost there for the time being.
https://seeingmachines.springboard.com.au/jobtools/jncustomsearch.searchResults?in_organid=18900&in_jobDate=All
I said a few years ago that contract wins with big $'s would move the SP, I put my hands up and say I was wrong.
Gut feeling now is that it will be when we hit profitability and large license revenue that shows financial sustainability. With the SOP's coming in strongly in 2023-2024, as I've said a few times previously, I believe the re-rate will start then, 2023-2026.
Unlike some here, I don't want SEE to be taken over anytime soon, 5 years time is early enough for me, unless of course it was for 'silly' money :)
Rightly or wrongly (I go with the latter), I'm not aware that we have ever hit the Cenkos target price in the 12 months after it was published, so although we all think (apart from one or two weirdos) that their target is obscenely low, it still has never been accurate yet :(
Whatif18,
Colin B doesn't think that it is Nvidia but who knows, Colin has been wrong before although very seldom.
https://www.linkedin.com/posts/colin-barnden-1081376_seeing-machines-occula-licence-activity-6922518262115135488-bQeG?utm_source=linkedin_share&utm_medium=member_desktop_web
Aaron. I think we all agree that the broker price is probably not quite realistic, however playing devils advocate, how many times have we actually hit their target price in the 12 months after publication that they tend to be based on?
I'm not going to count, but I would hazard a guess that is not very often, if at all
As well as the White Paper to read as per Sandy's post, one point to remember is that SEE are so far ahead of the competition and have an ever increasing moat due to their IP, plus the timescale to implement the technology into vehicles is ever decreasing, therefore the chances of the competition catching up with SEE before they have their technology embedded into the vehicles, is very remote.