Member Info for sipps1

Not all the transactions reported as sells or buys are precisely sales or buys... Some buys could be an sells and Visa versa. I can't imagine to the MMs wanting to hold so many shares so hope those shares sold have gone to sticky holders. And one needs to factor in that many open funds have huge outflows still and need to liquidate to meet redemptions.

Can't get contracts without the solution and it's route into the vehicle. SEE has many roads leading car manufacturers to the best DMS solutions. It's the vehicle manufacturers that are late to the party and this has been good for SEE as they are now far ahead in the race to become the world's
most dominant DMS provider. This is a what the last week has been about in my view.

Livingstone.. buy low sell high... Sp is low... Wait for it to rise... It will when all these deals convert into orders and they will, who else has so many market penetration doorways? And legislation tail wind. Patience, even for just a few weeks or months and hey presto...

UpDown - a factor is that so many Tech Funds have negative outflows and are having to sell stock to meet redemptions such funds do not have the cashflow for new investments no matter how good future prospects are - this is why there are not droves buying right now ..a few positive contract wins or / and better news for inflation and recession and SEE holder will be rewarded for their patience in my view.

Well I have taken a small top up .. I'm watching the company rather the daily share price - a large intuition taking a holding and this this will go North in my view. Early in the New Year I forecast many contract win announcements

CFP I added loads few months back when those automated trades drove the price down and I'm nicely in profit with funds ready to add more...

CFP.. I'm not interested that much on who did what over the last X years. I bought mid 2021 and have added several times since. What is going to happen is key... Not a history lesson on the past... specially over time frames when the current CEO was not steering...

CFP - PMG has a 1.1m AUS D Remuneration package. This includes his salary. It also includes share options representing about a 1/3rd of the total. This is not excessive and compares with similar CEOs at similar sized businesses. It is unfair in my view to continue to claim that his interests are not aligned with PIs cause clearly they are. I enjoy reading most of your posts but continually attacking the CEO is unfair because a 1/3rd of 1.1m AUS $ per annum remuneration invested in Share Options is a pretty large commitment from the CEO who in just 3 years has steered SEE in the right direction.

CFP & CHUTZ... I see PMG Taking about a third of his annual salary as share options. His total remuneration including the value at issue of the share options of about 1.1 Aus $ is about average when compared to similar sized companies in the tech / electronics sector and top be fair over the last 2 years most other comparison companies have not performed as well as SEE. My view is that PMG is an asset to the business, he is carving out a excellent route to capture a large slice of the DMS Market. I am happy with his commitment.

Hi seize... think its time to chill a bit. have confidence that your research is correct. forget the seye micky mouse size we'll do for almost nothing contracts then they have just one recent decent contract win of late and that is at a bargain basement price with minimal margin..

blimey seize... they scorced a goal, so what, SEE will win the match and top the league at the end of the season ... why....cause they have a better solution ...

Seeing 2020.. 100% agree with your comments.

seize - for me I have a 3 year time horizon for all my holdings and I review each one every week to check that the target share price I forsee for 3 years down the line remains likely to be achieved - this way if the story gets worse I ditch and if the story stays the same or improves as is the case with SEE I hold or add ...

Thinking about the last few months - remember the constant seller a few months ago that day after day automated sells driving the price lower and lower - Some PIs joining in and losing some confidence by selling / reducing their holdings then what... several large mega purchases at the newly created lower price .. purchase volume exceeding sales many times over ... someone manipulated the share price to create or add to a large holding and the price ... there is no doubt in my mind that PIs will lose out to large investors if one does not check /redead ones research - suggested start is Pauls London presentation ...and the Magna deal

I am confident that PMG tells the truth and that SEE are working flat out to close as many deals as possible as fast as they are able to. I see clear signs that this is the case with jobs advertised, recent recruitment, money in the bank, deals with Qualcomm and Magna and no competitors reporting any sizeable wins.

seize.. no they are both buys....

agreed £2.00 would be closer to true value...

DAVIDW - Sorry I do not agree at all with your feelings towards PMG. I say he has done stellar job positioning SEE to capture the lionshare of the DMS market and pulling off that superb deal with Magna was a masterstroke -

Baxterone - lets not all get to frustrated - time frames are delayed Globally - PUTINs Russia, Pandemic, China, Inflation, Oil etc etc - who foresaw all these negatives - you can count 2022s successful share price growth companies using the fingers on one hand and that's Globally! - against this backdrop SEEs price has held up better than most - we have a much stronger position across the board so assuming some of 2022s global events ease somewhat some of last years predictions may prove good for 2023- I go for 20p +

So Michael Brown DIRECTOR buys 200,000 more shares ... I think Lombard had to reduce their holding as with many Tech based Collective Growth Funds redemptions forced their hand - this explains why they took a hit compared on recent share price - but Michael Brown being privy to what is actually happening within the company is buying to increase his personal holding, hence happy to pay going market price.. other Directors have options to exercise and why do that now when the share price will go much higher in the near term -