Member Info for Smokey2

Put the Castlemaine 4X down!

SEE really needs to sort out some regular communications on contract progression for this to move upwards.

Like others have said, the silence is deafening.

More time at your desk PM, less time eating sausage rolls and vol au vents.

Pick up the phone and get these contracts finalised. Then log onto RNS site and lodge an RNS to let us shareholders what is happening.

If they want investors they should concentrate on finalising contracts, not more jam tomorrow investor meetings.

Vests on 1st July 2020. 5,000,000 @ 6.1p based on the average daily VWAP during the previous 30 trading days.

So i guess the average vwap for the month of June 2020 needs to be >= 6.1p

The SP will need to be a lot higher than 6.1p during June if PM wants his £300k handout.

He'll need to get it to 6.1p before June then release even better news to sustain it during the sell-off that will invariably occur.

Sorry, poor taste. I'll get me coat.

Well, wake me up when we get our overdue RNS's.

This morning, the UK declared the coronavirus outbreak a serious and imminent threat to public health.

Does this mean we will hear nothing more about it for a year?

...!!!GET THOSE RNS'S OUT!!!!

Momentum may well be building but where are the contracts?

I hope tweeting about the Singapore airshow means there will likely be an RNS announcement during the show.

Otherwise, wtf is the point?

Seems we are involved in Veoneer's offering according to their March 2019 presentation. They specifically mention Seeing machines for Driver monitoring.

https://www.veoneer.com/sites/default/files/Veoneer_Presentation.pdf

Am i expecting too much to be told by SEE this is our tech?

A £1Bn valuation gives us a SP of about 30p. I think quite achievable with a few meaty contracts.

Oh wait a sec...Don't we already have 6 OEM wins and also integrated into Qualcomm's/BMW's infotainment/DMS system?

Bauchsapt, I'd be happier with a valuation closer to £2 or £3Bn but to get to that and beyond we're gonna have to SEE the revenue...

4.49? not what i would call nice.

Cenkos, more like W*nkos...

Appreciate your L2 updates though Schlem.

Terrym

I can't make such estimates, we are on target... I expect increased rate of take up this year. We'll SEE!

Either I will or whatif18 will notify here if there are any sudden increases like seen in the middle of Dec2019.

yup, 350Km/day. I suppose with fleet they drive at a steady kmph for a set number of hours/day.

Today's announced fleet figures of 20,500 for end of Dec2019 correspond very closely to my daily monitoring.

I mean there is plenty of liquidity - i.e demand for the shares, just not that many available when they are in demand.

During the CES announcements and the demand for SEE shares i got a real sense that MMs were short of stock.

Anyway, hopefully we'll get a good update in the next few days that summarises CES, updates fleet and elaborates on the partnerships we announced.

Recent share price movement has been frustrating but nothing goes up in a straight line and whenever there is a rise you will get people profit taking. At least the general monthly trend is upwards.

Sooner or later this WILL rerate to the upside, it IS inevitable. We have many OEM wins in fact it seems we are cornering the market, but that is just my opinion...

Until then, expect sharp movements in share price. There really isn't much liquidity here with Lombard mopping up the majority of shares available.

Lombard, as most of us here, keep topping up when possible for a few reasons

1) DMS has been mandated as compulsory in the EU.
2) SEE has had DMS in operation for the last 10 years.
3) SEE has many many years of competitive advantage over the 2019 DMS startups.
4) Eye/gaze tracking is the next step for computing, mobile tech etc.

Lombard most likely couldn't get all their shares in the latest fundraising. Also, wasn't that pre ENCAP?

SEE expect to win 30% of market share...

Maybe the rest will be through their partners...Qualcomm, Bosch or the plethora of others.

PM talked enthusiastically about licensing our IP, software etc in his most recent presentations.

I'd like to know more about this. Is this how we are to be paid for the deal we have with Qualcomm?

and How much!

He's setting the scene for the next episode..

...brought to you by the letter A and number 38.

Possibly....

When i worked in a trading house in the short selling dept, SEE shares were always available to borrow in large quantities.....

That was before the additional shares were issued.

At the end of the day people will take profits when they see fit.... but at some point the sellers will be caught out when a huge RNS lands.

I'll let you know when the mega RNS is due, it will be a day or two after I sell into a rise.