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Peter, your analysis isn't quite right. You are right in some regards, notably the streaming aspect of the comment. Where your analysis falls down is in it's polarized view of what ITV actually is. No mention of Love Island for starters?. The fact is ITVs studios and back catalogue put the firm in a league of its own. It is this aspect of the business which could lead to either Netflix or Amazon making an offer at any moment. Netflix for one, arguably need ITV's production arm. You only have to look at the situation regarding the removal of Disney's content from the service. Then you have the have the fact ITV reaches viewing figures of 38.5M weekly as it is and trades at a PE around 8.5. At current valuations, given the circumstances and given the weak pound this is an undervalued business.
IMO Anything less than a $1bn market cap won't do.
We are right at the start of the next revolution the 4th industrial revolution. This coming decade is going to change everything and very few stocks on the UK market really fit whats coming. You have your Blue prism, BBB etc. A few VR companies and that's about it.
Then to consider that some dotcoms are nearing or exceeding $Trillion valuations. Amazon one of the now nearly $Trillion club was doing $16m of revenue in 1996 and went to market with a valuation of $450M ish :-).
$1Bn in my personal opinion, would be a starting point for a firm with years of background, knowledge and data in human factors AI. But we will have to see what happens.
You competed and compared when you went around calling others amateurs, among other things.
Either way, good luck with yours as well ;-).
ET, others of us are in our 20s. Makes absolutely no difference.
Risk management...my advice would be time management ;)
150k shares...enough for a sandwich and a packet of crisps...and spends all the time in the day on this forum! :-P.
In my view, this will be a £Billion company in the near future. Just look at the EU legislation passed today.
"driver drowsiness and attention warning; advanced driver distraction warning"
-Approved by Parliament with 578 votes to 30, and 25 abstentions. It is practically there.
Then look at the buying at these levels:
Pure exhaustion volume. The volume is considerably higher with no movement in price as a seller is being exhausted out by a very committed buyer or set of buyers at this level. Eventually the price should jump up really quickly.
Positive development really. Looks like someone is building up a large holding and has been for a few weeks :)
There is just no one out there who has that much real world data in this specific area of human factor AI other than SEE.
Every KM is another towards machines better understanding humans and as the installs are rising at such a rate now, the amount of data being collected in this area of human factor AI is actually amazing.
Get a lot of company for the money at these levels. 6 confirmed OEMs, Installs back on track and now over 15k. All the RFQs + over 2Bn km transferable data in (Machine learning/AI) :-)
Makes sense.
At ask again.
Just think of Asos. A £20k holding in 2003 would have been worth over £32m last year. :)
Important words were "at least" 25%.
ET, the key to success is multiple streams of income :). right now SEE has a forward Mcap similar in size to SEYE. Yet, SEYE is at the top of its historical range. Which offers better value right now?. Certainly, with SEE you are getting more company for your money.
15085. :)
I liked what Paul said. Its like at last we can see some vision.
Given the fleet numbers are rising to back up the talked changes...It does look like fleet has had the refocus it needed :)
Impressed with Paul. Seems like he has a good vision on where fleet needs to be. Sounds like a more meticulous business minded approach to moving things forward now.
End of the day ET, you base your stock analysis on share price. You forget about Market cap. And you forget about all the players in the market. You then ask for proof SEYE can't work above 40, yet can't provide proof yourself. :-P
Also ET as said before. Even if your not worried about SEE. Where is your consideration for guys like Nvidia?
ET, you came here asking for proof SEYE doesn't work about 40mph. Hows about, you prove it does? :-P?