Member Info for sipps1

Blimey, what a moaner Baxter1 is. Well on his way to worrying himself to death. For your own sake man sell up and shut up...

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.

Just one really positive RNS and the positiveness here will return. When will that be? Dunno, but there is an event mid October!

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....

Well Baxter, if you think that 12p is where this will end and you'll then sell up you will be missing out big time I think.

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

Boonboon... agree....100%.... soon this will be boom boom. Just need to trust the management.... track record ..... excellent....

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 ..

You are being stupid. If you don't know what you are talking about best to shut up.

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 ..

Too many sales, price action does not match sales, profit takers maybe but I think market makers may have a large order to fill so are encouraging seller to cash in...

Isb, PM does not control markets. Across many industries time frames are lengthening. Goalposts are not static in my view. Keep the faith I say....

I remember eggys posts from a year back - what is his current name on here as I'd love to have a read

Gracie .. i think you may need to understand the funding already in place... this is not new... nor connected to what was said yesterday...

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...

Shortwhacker provides much entertainment and amusement with some of his / her comments.