Member Info for Yanar

Lewbo18. Your last post - How can you ignore SEEs last RNS? It was appalling! Always good to take profit while you can IMHO.

Tomorrow morning will probably be a very good point to take some profits based on the RNS last week. I think we are going to see lots of selling tomorrow - initially driving the SP below 10p..... then over time back to 6p. The fundamentals just don’t work here.

Take profit while you still can folks! SEEs SP has been defying gravity over the past few months, pumped up with hype; not driven by fundamentals! Reality arrived on Friday (RNS) - the price will be firmly back in 6p territory soon.

2016 SEE made a net loss -AUS$14.1M 2017 SEE made a net loss -AUS$16.7M Overheads and stock have increased significantly over this period FY18 - SEE have had to push sales into 2019 due to “issues”. Which will have a dramatic impact on sales and profit.

Just remember this company is expected to announce a Net LOSS of AUS$33m to $35M in the Sept results....... The biggest loss so far during its operation. Sales pushed out into FY19 May even make this figure worse. This company is burning up cash too fast, so don’t be surprised if there is another placing. Don’t get caught up in the hype....

As I said..... Pumped and dumped. Back to 4p

Probably a bigger cash call required in 4 to 6 months. With sales (and profit) into next FY now, plus a LARGE anticipated loss this FY year. I predict another placing around the same period as last year..... Like all the cash calls (that were going to be the last...honest..... promise!) over the past four years. Jam tomorrow company - beware!

Pumped and dumped as per all the last times!

None of ALYs market competitors have budged today. There is no news from ALY. No announcements are due.... as I mentioned previously when I held Premier Farnell a year or so back, that SP behaved like this share. Strong drive up; unable to buy/sell. Then the take over offer happened. Question is, if it is a takeover, what will the bid price be?

Can’t buy or sell shares at the moment in ALY..... last time that happened to me was when I held Farmell...... and they were take over. Here’s hoping?

Fact. SEE is a loss making company and has burnt through significant cash over the past 2 years. This year (3rd) year is going to be even more than the last 2 put together. So a company can either make a profit, which SEE isn’t going to do this year or next or possibly the year after that.... or raise cash through a placement which I predict will be in the next 4 to 6 months. This is the same conversation bounded on this B.B. over the past 5 year. I remember the other year when KK said we “have a long runway” and we don’t anticipate any further cash calls...... and here we are 3 placements later. Bet there is a fourth one soon That is why the SP is not shifting. The company is loss making, with no immediate prospect of turning a profit.Jam tomorrow. Beware!

FY17 Placing £27.1m Loss £28m Expected FY18 Placing £35m EXPECTED Loss £39m (£16.9 burnt off in H1 already) + high inventory expected. Therefore ANOTHER placement is due in next 4 to 6 months. As before, beware when buying in at this price!

ygriffiny. Perhaps you should check the fundamentals. Last full year Accounts - FY17. - FY17 net LOSS (A$ 28.5m) - FY17 cash reserves A$ 16.9m Last interims March 2018 - net LOSS half year - (A$ 16.9m) - cash raised through placement A$ 2.4m A blind man on a wild horse can see that another placement is coming! So the companies cash was wiped out at the last interims. At the current burn rate another placement will be needed very soon I.e 4 to 6 months. Beware at buying in at this price.

Sorry to spoil the party, but this stock has been pumped and is about to be dumped again.... look at the last few occasions on the 6 month chart..... A rise based on hype and tenuous news followed by a drop to 4p... again..... This business will only grow legs if the final results are good, the business swings to profit, and there is no further share placing (dilution). Note that the results in March showed a wider loss of circa AUD £17m.... a bigger loss than the previous FY. At the current rate of burn SEE will run out of cash over the next four to six months, and will need to do another round of placements, with the inevitable drop in SP... again. Buyers beware!

Probably associated with improvements in currency exchange rates, which will positively influence ALY’s in year profitability.

Is the SP here, being pumped and dumped again, on no news?...... As per the last two episodes!

The retained £4.3m profit for the last declared period. Obviously not shown in the latest accounts, since these accounts are not due until Aug 18.

The current rise is coincident with the rise in sterling. Note at the interims, it was mentioned that the main driver for profit was current exchange rates I.e Sterling. Sterling up, profit up..... SP up? Sales were only down 0.5% for the last FY. With cash in the bank and an expected £6m to £8m profit for FY18, there is little downside/risk here.

Looks like we are seeing a breakout! Still expecting to see between £6m to 8m PROFIT for this period. Maybe even see a token dividend being reinstated. I think the overseas offerings will drive sales and profit this year. UK probably flat.

I wonder when Tan Sri Dr Khoo Kay Peng will sell his majority stake (he owns over 50%) in the Company - he is now 79. Will he will sell to a private buyer, or put the business up for sale? That should stir the Share Price?