Member Info for Sharesplease

If people want to discuss politics, there are no shortage of boards they can go too, i tune in here for “ Opti share chat “ nothing else.

I know investors say the SP doesn’t lie, well I’ve been comparing our Market Cap with our friend Skins Market Cap and, to me, it doesn’t make sense .
We have a MC of £45m, and Skin has a MC of £34m.
Optis 30% shareholding in Skin is worth just over £9m, so if you take that figure from our valuation our MC Would be £36m, only £2m more than Skin.
Skin are about a year away from there first revenue, while Opti should reach break even in about 6 months, I appreciate in a few years time Skin could become the more profitable of the two, but at this moment in time.............I just don’t get it.

I noticed that SEEMF which was 0.040usd a few weeks ago is now 0.060usd, after a 5% rise yesterday, so following the same trajectory our sp should be about 4.5p.
I wish we where on NASDAQ.

Why don’t you sell some SBTX shares, I don’t know why but there SP is flying just now, would be a good time to take some profits.

Why can’t the MM,s tell us if a trade is a buy or a sell instead of leaving us to try and work it out for ourselves, clearly all of these large blue trades over the last couple of days can’t all have been buys other wise the SP would be a lot higher.

Great chart Lewbo, I’m sure it takes quite a bit of time to assemble.
One comment, I’d always assume the July Euro OEM contract was a Mercedes top up, that would make 2 Mercedes, and 2 BMW, just my opinion.
Thanks again.

Hailo
2018. H1. £80,560.
2019. H1. £148,000
2020. H1. £600.000+ imo........... It’s possible.
Revenue is going in the right direction.
We could get close to break even this year.

Z. Last year we had an update early August, I would expect the same this year.

I don’t think Stifel will bring out a note until they see what affect COVID has had on See, i would expect them to wait till the unaudited yearly figures are released mid August.

Mr Brown doesn’t mess about, he’s only been on the board 5 days and things are moving already.

Let’s not forget, cars trucks and coaches are all going to need DMS, 2022 is getting closer.

#2022.

Smart Eye, received 14 design wins February 2019 from a major Korean OEM, targeting 2020 release, so I guess it’s they’ve got it.

Thanks guys, will do.

B. Where did you get the RNS, I can’t find it.
Thanks.

I’m counting 26 comments for today, yet on the board it says 29, I’m sure there was one where someone had worked out, our share of the market by 2022 would be $170m, it’s now gone, very strange.

During these difficult times, let’s pause for a moment and consider our friend Baxters dilemma, his recent purchase at 2p is now in profit, does he take his money and head to the safety of the FT100 or does he roll the dice................I’m betting he stays.

Baxter just this once, let’s have a “well done Paul, keep up the good work”.

I thought Paul’s answers where very honest, he didn’t shirk from anything, even discussing the Smart eye wins, I thought his comment that the US win was for the Chinese market, gives me hope that we will still get the bulk of GM.
I think Fleet has come to a standstill, I can’t see us adding any more than a couple of thousand Guardian units, by end of June.
Auto, no change.
License deals are still ongoing.
The fact is Covid 19 has hit all businesses,once it’s over we will come back stronger than ever.

#2022.

Schl.
We have a A$50 contract with Ford, so I don’t think it’s them.
We have a A$6 contract with FCA, so they are a possible.
We have a A7$ contract with GM, I don’t think that’s enough to cover all those models that are coming out, plus when PP asked Paul recently about GM he said he’d heard nothing.
Schl, I hope I’ve got this all wrong, I would hate to share GM.

I’m still in shock after yesterdays news, I think the one that hurts the most is GM (?) after all the awards Super Cruise won, and all these models coming out, which we thought would have our DMS, to find out they may have been handed over to SEYE really hurts...........something else I learned yesterday, we can stop talking about all the Data we have, obviously it doesn’t impress anyone.

Looking Ahead,
VW, Toyota, Honda, Mazda, coaches, trucks and the rest are still to be won, plus if the OEMs are going to double contract, we can still win a piece of Hyundai and Audi.

Over to you Paul, SEYE are laughing at us, we need a quick strike to get back in the game, you can do it.

When Viktors note comes out, we may get an idea of who the contracts are with, I would think the existing Euro OEM Is Audi plus one other, I don’t think it’s BMW, they already have large contracts with both of us. I think the American has to be GM, the A$7 contract with us isn’t enough to cover all these models they are bringing out, and Paul told PP he’s heard nothing from GM.

So much for Semi-Cast prediction of Seye getting only 5%/7% market share.