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David. News. You are wrong. SEEs current CEO is playing a blinder and soon we will see checkmate and price re rate. Of that I am 99% confident. Suggest you re read his detailed employment and management CV. He is a shrewd operator. Please be a bit more patient.
Come on David be fair. The awards are not lost, they are delayed, and no competitor have won any decent awards either. The issue is clear. In car tech is evolving fast and car companies are requesting more quotes and more inclusive tech and SEE will be working like mad to adjust and quote and deliver what's wanted within a fast changing sector. An award plus influence with rule makers, plus relationships with Magna and others... It wil pay off, just that investors stretched time frames need to flex even more...
Price moving up. Recovery happening. Good time to buy It think. Shortage of availability so price can increase a lot speedily. We have here, new CEO making a difference, improvements in production and order fulfillment, increasing margins and growth... What's not to like? Oh, and a dent dividend, low debt, and favourable markets.
Somebody buying in. Homework done. Sop value least double current price I think
This is the truth. Far fewer sellers and many many more buyers and the share price would rise. Where are the buyers? Not Private Small investors as so many have lost the plot and are selling right now. Not Open Ended Smaller Company OEICS as they have sellers cashing in and taking losses, they need to sell existing holdings to fund withdrawals. Closed end Investment trusts in the smaller companies sector, just a few exist and most trading at discounts and with no new money flowing in they'need to sell some holdings to raise the cash to buy SEE. So where is the future volume that will trigger a SEE share price re-rate that we all want to see. Right now I read post after post bemoaning the current situation with blame being directed at the company. Is this really fair? NCAP, Macros (war, interest rates, covid etc) its no wonder that manufacturers step back take a few breaths and think hard about in vehicle tech before signing new contracts for DMS etc. We all know this is the situation so why blame SEE management. Share purchase volumes we need to see for big returns will come when? Who knows? but if you have sold out you wont get any....
Agreed. I sold at 152. Seems that XP, XAAR, Elementis and other holdings over recent months have really disappointed with in my view less than stellar management performance. I had confidence that Stuart was selecting excellent recovery plays but now many now need a takeover to replenish recent share price declines. That's not good.
Baxter, I think that's a sad post from yourself. I think this is a new tech in a new market. No one could of known in the past nor know now or in future exactly how this with evolve and be adopted in cars planes train and so on. Legislation and other in car tech is outside SEEs control. Yet SEE are talking to the rule makers and are instrumental in helping steer legislation that will result in more people getting home safely. Do you really think SEE are to blame for delays and timeframes outside of their control. Other tech, macros, car manufacturers, war etc. Shaping the legislation covering all angles with their 3 pillar approach, partnerships with the largest and best in the industry, masterstrokes with financing. Paul M and his team have been working tirelessly to help you achieve your investment goal. I reckon you have been here a long time and see timeframes that no longer fit your time horizon, if so I suggest you sell up. If you don't sell and you continue to post in the same vein then I guess that means you agree with me and you still have faith in SEE. It would be just your luck to sell up then find a few months later the share price rockets with big contract news or takeover approach etc. I really do not see how SEE could have positioned themselves any better that they have. As for shortwacker he most clearly has the wrong motives and if anyone on here is persuaded by him then that's sad. Same again for anyone investing on the strength of what's others on here say. For me Colin B is the best guide in this sector, asides from SEEs PG in whom I have 100% confidence.
DX, shortwhacker was previously known as coldfisjpie. He is a smarteye supporter and has been de-rampimg SEE for years. He shuts up when the price uptrends and visa versa. I have always found his posts most amusing....