Seeing Machines Share Discussion Threads

[baggariddim] 11/8/2017 12:14

According to the chaps on LSE boards,after the Hunter Hall merger SEE isn't aligned with new qualifying criteria for their fund.Correct me if I'm wrong here.I don't think it's because their is anything amiss.

[onetomany] 11/8/2017 12:04

23m. Wonder why

[tini5] 11/8/2017 10:54

Hmmm, opportunity for a well timed top-up and to average down :-)

[unionhall] 11/8/2017 10:36

There is speculation on LSE website that Hunter Hall have changed ownership and the new managers are selling down their stake as it does not align with their new strategy.


This would explain the scale and relentless nature of the sales even in the face of good news.

[onetomany] 11/8/2017 10:29

£120,000? What's the relevance of that?

[kreature] 11/8/2017 09:21

very determined 4m dumper thanks to the RNS ?

[onetomany] 11/8/2017 09:09

Current moves irrelevant. Just buy as many as you can at 2,3,4,5p. Matters not as this will be exactly as I described above. Even short term they've given a clear revenue visibility and significant RGP growth that easily underpin a share price of 10-12p. It's just not a hot stock on anyone's radar but eventually its value will be recognized Andorra of millionaires will be created.

[morgank] 11/8/2017 09:03

Strange isn't it 830,000 vol this morning and the share price down 4%, the other day 25mil vol most buy and share price barley moved

[harriiiiddda] 11/8/2017 08:20

I agree with above been holding now for a number of years and think the challenge with this share in future will be not selling too early as believe this one has massive potential

[king kong dong] 11/8/2017 07:40

Whilst I agree with you too a point and what they do has massive scale potential, right now at least, the company still has some way to go on the numbers front for me, but then thats why you can pick it up at these levels.

Pay ya money, take ya chance I guess.

[onetomany] 11/8/2017 06:44

These are one of the few shares that you just load up with and sit it out. Don't examine daily trades or price movements and certainly don't try trade it. What you have here is a company that are at the heart of the next iPhone esque product and it is about to grow exponentially. This weeks trading update is nothing compared to what's coming. As so much still be locked down it's hard to put a firm value on SEE but it has very clear potential to trade at £2-3 over the next 5 years... This really is a Next 10p to £10, ASOS 50p to £70 etc etc... Whatever you do, don't treat this as 'a profits a profit' at 10p. You'll live to regret that.

[morgank] 10/8/2017 21:40

Cant see it could have been a sell @3.37 more like a buy, the share price action seems odd lately. The other morning on the news the share price rose quickly on little initial volume and then fell back even though buys well beat the sells on the day by some margin.2nd day of heavy vol and still no share price changeCan never figure it out but there are always late trade notifications so the trading is not always clear at the time.

[jimmladd1] 10/8/2017 18:05

That was most probably a sale as it is timed at 08/08/201708:14:253.375 4,000,000 135.00k

[davidtrain] 10/8/2017 17:18

4000000 @ 3.375 That's better!

[baggariddim] 08/8/2017 21:51

I wouldn't worry too much about the buys and sells,if the company continues to win contracts and increase revenue the share price will sort itself out .The management have done a fantastic job here and fulfilled everything they've promised so far.

[davidtrain] 08/8/2017 12:32

Morgank......3.25 to sell also!....?

[ramnik007] 08/8/2017 12:18

Hitech companies always burn money and tend to for a while. Many never make it to adequate market adoption. Ones that do make it with substantial returns. Recent case being IQE.

[morgank] 08/8/2017 12:10

15m shares traded, nearly all buys and no share price movement !!

[boonboon] 08/8/2017 12:00

They can get some debt funding based on the guaranteed income from fleet.

[mr macgregor] 08/8/2017 11:52

alessxito, the continued aggressive (two year) investment program roughly equals their net assets, which begs the question, how do they plan to raise the cash?
edit - maybe they should have kept the A$50m to themselves until they had a funding plan as I believe that uncertainty has blown the froth off today.

[longsight] 08/8/2017 11:50

Mr MacGregor

apologies - got the fund raise element wrong.

Still think that if the order book continues growing at speed then funding becomes less of a challenge. The big question for me was whether there was a market for Fleet. The big jump in the TCV shows that there is & this imo puts a different complexion on things.

[alchemy] 08/8/2017 11:43

Very encouraging.I bought in with perhaps too little research , happy to be fortunate - and now I know the AI position etcetera will add.

[alessxito] 08/8/2017 11:36

The current market cap equals their investment for next 2 years. Just a bit undervalued I would say! If only I could buy more.... all the best to all of us

[onetomany] 08/8/2017 10:49

This has £1 written all over it. One of the best 3 year plays on the market. The revenue visibility is there and the growth potential is exponential. Just wait till they announce the big ones with key manufacturers. Finding will be very easily arranged for future growth.

[mr macgregor] 08/8/2017 10:48

They started the period with A$11.6m
They raised A$24.8m by placing and subscription.
They raised a further A$2.3m by open offer
Total cash of A$38.7m less closing position of A$22m gives six month cash burn of $16.7m.

You should change your name to shortsight.