Member Info for Smokey2

Sure Slips, there is certainly room for interpretation but no matter if i take the most positive data i still get us missing our targets.

If i look at my graph it's even worse.

Haha S2020, i wish i only held £19 at this point in time.

Yes DR777, a typo, you are right should have been 20551 + ( 5 * 666 ) = 23881. still far away from our target

I don't care whether you trust my figures or not... How about you show me your figures?

It may well be too early to give up on SEE MM but i see mostly risk in the next few months.

PM said fleet will be better in the second half, i think he knew it was going to do nothing this half.

Although we have 5,500 units in stock, that only takes us to 26k units if we install every unit and it seems we are not currently installing much if at all as the figures show a decline from Dec 2019's height.

Red

What formula? I calculate the daily KMS then divide by 350 to get a guide to fleet numbers. This results in figures that correlate with bod released figures so i regard it as accurate. My end of year figures were different to bod released figures by 2.5%

I've seen no increase in the last 4 months, we are still at 20,551 imo. With 500/mth my graph shows tha we get to 22,551 units at 1/07/2020.

I welcome anyone else who monitors fleet to release their figures/graphs but it seems a lot of people have an opinion but it doesn't seem backed up with any data.

Even Whatif18, who's figures tally with mine isn't that confident, only offering a " I am thinking 21,500" on the 29th Feb.

Well, id like to see evidence for that figure as its not reflected in the daily KMS travelled figures.

You can see the fleet 'progress' from the RNS's,

Over 16000 @ 1st Aug 2019
20,551 @ 31st Jan 2020

So that's approx 4000 in 6 months so 666/month.

Extrapolate that from 31st Jan 2020 to 1st July 2020 and you get 20,551 + ( 4 * 666 ) = 23,215

Like i said , it is what it is, unless we get a sudden rush of DMS installs.

I remain invested with a small amount.

If you don't like my postings Esc leave.

I see fleet as not reaching our targets as the trend shows.

unless we see drastic change to the upside which i doubt what with all the CV stuff happening we are on target to miss our target.

Even Cenkos don't have much positive to say about fleet targets.

We'll see red but when we miss our fleet target don't say you weren't forewarned.

I agree MrBB

I keep wondering why PM bought no shares at the fundraising or over the last year for that matter.

If we are that hot of a company why not buy at 3p to 4p?

In my opinion we have a lot of potential but the recent coronavirus, lack of tangible fleet progress, no contract news and a CEO that prefers to talk the talk means i see more immediate risk short term than reward.

This might change in 6 months, we'll see but a fleet rate of 500/mth means we are heading for 23,500 units 1/07/2020 and that's not taking into consideration any adverse effect from the general economic slowdown.

Pity he hasn't delivered on anything else S2020.

He seems to want to concentrate on getting more investors through interviews and PR, not hard contracts with hard cash values.

GLA. I'm reducing my holding here considerably. I'm getting out with a profit before even that gets eroded away.

All this jam tomorrow bs from Paul McNada, yet nothing for virtually a year.

Fleet is looking to me to reach 22.5k to 24k units by 1/07/2020, which shows no ramp up in connection rate at all for the last 4 months and a miss for our targets.

What really did it for me and something i can't really forget was PM's utter contempt for long term holders. In the recent Vox interview with Grandpa from the Munsters when asked why U.S investors should invest in SEE, his answer was along the lines of Well, you won't suffer the pain of the long term holders, as he chuckled to himself.

Well, PM, you have lost my hard earned....as you seem to show no respect for long term holders, in-fact just the opposite.

You'll be spouting imminent life changing news right up to day before you do another fund raise. GL getting the US to invest.

Wishing all LTH's GL.

Reckon it's more imminent than the aviation news.

Brockwi/DR777/Whatif18,

Would you mind posting up your analysis?

It looks like we are installing about 500 units a month.

If you look at the graph below you can see 2020 figures. They look very similar to Nov-Dec 2019 figures. You can also see where fleet may be 1/7/2020.

https://ibb.co/WFd1NYN

Maplinman,

The rate of increase looks to be slowing down but let's see how this week and next pans out.

PM had us at 20,551 @ year end ( my figures showed 21,049 units were installed @ year end )

Yet we have stayed at around 19,500 units for the first three months of 2020.

I'd expect us to be at around 24,00 units by now but these figures could be due to less fleet vehicles on the road rather than less guardian units being installed.

I hope so red.

Fb, Yes. I am hoping I am seeing these numbers due to less fleet on the road negating any additional installs.

I also believe the board are telling the truth which is why i remain invested.

DR77 - I'd revise your calculation methods for fleet. PM had us at 20,500 on Jan 30th 2020. If 4 thousand units had been installed in the subsequent 30 days i would be shouting it from the rooftops.

It's a great bonus the current SP if you have extra funds to top up. It doesn't make up for 35% loss recently seen though.

Inventing Escovido? Do you even monitor the fleet numbers?

I do....