Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Baxter. Why not sell up if that's how you feel? Or is it that deep down you still believe that this will come good and selling means no reward when it does. SEE is no dog. The seeds are planted with many top partner companies but the weather's not been good. Seeds are still there ...
The new CEO is delivering.... orders getting shipped on time... holdups bottlenecks gone... debt down a little... it's early days but the green shoots are budding in my view. Important not to tarnish new management with the faults and mistakes of precedecors. This is a buy and hold for me. Topping up...
Oh come on shortwan.k.r surely you can do better than that! SEE are without a shadow of any doubt already working on new markets and applications for their tech and some of these are well advanced in my view. you are so funny. keep it up and soon youll be as famous as coldfishpie
The debt has reduced and EBITDA profit is even close. Funding is no worry with plenty funds till end 2024 and many options especially non dilutive open. When you know f... all best to not make yourself look like a fool. How's TW these days ..
Ivor... I see no advantage to reduce shares in issue so the price per share is greater. What good do you visualise might come about? The business is valued by the market via share price X shares issued. It's not the share price that determines the real value of the business, there can be a disconnect between share price, shares in issue, and the true value. The true value could be more or less than Aim Markets perception of SEEs value. In my view I see only mega risky alternatives that might right now offer more value that SEE and I'm not going to sell half to take on more risk. With SEE we have the cast iron certainty that we will win a large share of the DMS Market that's additional to what we already have won. Then we have Aviation that long term could be a big winner but right now is probably not price in by most. Look at the tailwinds such as Legislation in Europe and soon the USA that mandates SEEs tech. Whilst I accept that macros are affecting car makers, and buyers it's important to appreciate this will change. We have directors that have bought more, major investors increasing their stakes. At some future date this I think will bounce bigtime... when? Don't know?...could be next week or next year. Investors that have position sized sized correctly don't need to worry about the daily or weekly share price too much.. value will put in the end . Also I have the view that some major new markets will evolve for SEEs tech and I suspect they do as well and are already working towards those goals. I foresee a time when software takes over from the human that's driving a train truck or plane when something mega is about to go wrong.. safety critical software tested and certified as safe. So for me SEE has short term upside such as DMS in cars but this is just he start of the journey as to where the software could lead us ..
There you go again. I welcome serious comments, especially, with opposing views that challenge ones take on matters. My take on SEE and Devant is SEEs desire to continue to lead and develop the possibilities for their software and know-how. So I agree with the expert analysts and SEE management...
Market needs to see improvements such as order delivery ramp up, better margins, integration of recently acquired companies. More patience from investors needed, new CEO can he deliver? I say yes so agree current price attractive.
Come on, wakey wakey. Caught in the headlights. Don't know what to do. PGs purchase has caught small investors off guard. Ha ha, so what's down the line? Guess he might be do rich he can afford 450K or maybe just maybe the Finance Director and the Largest shareholders who have bought recently have money to burn as well. People just don't seem to be able to read the signs yet they are as simple as ABC... Just one big new contract RNS and I think this will fly.. risk to be in or risk to be out? I'm fully loaded, happy, confident... Blimey did you see the Smartest presentation ....
Tinware... Options were and are awarded as part of his salary package. This way the company pays less salary and the director is incentived. His salary total package value is about average for this size and type of business. So in effect he had exchanged earnings for shares at 6p each.
I don't understand why it's so difficult to understand the RNS. The shares were acquired from the Executive Trust Share Plan at 6p each. So they are then registered to PM in his personal ownership in exchange for 6p per share. Least this is how I read it. If they were a gift there would be no share price. If they were discounted the price would be lower. Can't understand why some can't absorb just how significant this expression of confidence is....
KBW I always though directors were awarded Options and then had an option to use the options to buy shares at the option price... in this case 6 pence..are you saying this is not so? and have in mind that the options are awarded as part of a normal remuneration package....
I see this as a mega expression of confidence that the company is way undervalued and the future is bright... why else would the person that has the most knowledge about the company invest over 400K ??