Seeing Machines Share Discussion Threads

[zero the hero] 27/11/2019 10:00

Blackpudding the FT is woefully out of date.

[lfc4ever] 27/11/2019 00:41

arden note out today apparently

[blackpudding13] 26/11/2019 20:53

Don't know if this is up to date, but Lombard is correcthttps://markets.ft.com/data/equities/tearsheet/profile?s=SEE:LSE

[blackpudding13] 26/11/2019 15:23

There are a good few ii that are sitting under 3% check out the Financial Times and there is a list

[zero the hero] 26/11/2019 14:55

Time for an update now the company have updated their website, but its an oddity as Lombard have risen as we know, but none are showing as reduced:



On 11th October 2019 :

Lombard Odier Asset Management (Europe) 15.18
VS International Venture 12.29
Herald Investment Management 5.43
Independent Investment Trust 4.46
Fidelity International 3.30
Legal & General Investment Management 3.21
Miton Asset Management 3.95


On 22nd November 2019 :

Lombard Odier Asset Management (Europe) 16.10
VS International Venture 12.29
Herald Investment Management 5.43
Independent Investment Trust 4.46
Fidelity International 3.30
Legal & General Investment Management 3.21
Miton Asset Management 3.95

[skinny] 25/11/2019 09:56

Worth a read :- .

[napoleon 14th] 23/11/2019 19:14

seeing2020 - interesting bunch of articles.

About time SEE rewarded shareholders with more than promises, often unkept.

[base7] 23/11/2019 09:50

Some hard factual numbers re contracts signed would be very useful before Thursday s AGM

[brucie5] 22/11/2019 11:46

Well that's reassuring? Does that mean they've been taking some other II's shares?

[mirabeau] 22/11/2019 09:48

RNS - Lombard increased their holding to 16.1%

[seans66] 21/11/2019 21:24

great article as ever by safe stocks. . next bit of decent but expected news (ie aviation or auto contact) will be a catalyst for a significant rerating of the share price.

[seeing2020] 21/11/2019 15:37

Good article

www.safestocks.co.uk

[blackpudding13] 21/11/2019 13:10

If there wasnt always a seller the share price would be increasing, simple. It will slip down again over time unless there is a big announcement and even then will we hit 5p? All the current contracts are so far away.

[zero the hero] 21/11/2019 10:23

I have tracked the II shareholders since 2018, (shame I did not before)as notified by the company

On 17th December 2018 it was:

VS International Venture 12.10
Independent Investment Trust 4.37
Legal & General Investment Management 4.24
Miton Asset Management 3.95
Herald Investment Management 3.62
Lombard Odier Investment Managers 2.77
Polar Capital 2.22

On 30th April 2019 it was:

VS International Venture 12.10
Lombard Odier Asset Management (Europe) 10.69
Independent Investment Trust 5.05
Legal & General Investment Management 4.24
Miton Asset Management 3.95
Herald Investment Management 3.62
Polar Capital 2.22

Updated on 7th June :

VS International Venture 12.10
Lombard Odier Asset Management (Europe) 12.01
Independent Investment Trust 5.05
Legal & General Investment Management 4.24
Miton Asset Management 3.95
Herald Investment Management 3.62
Polar Capital 2.22


On 27 September 2019 :

Lombard Odier Asset Management (Europe) 13.28
VS International Venture 12.29
Herald Investment Management 5.43
Independent Investment Trust 4.46
Fidelity International 3.30
Legal & General Investment Management 3.21
Miton Asset Management 3.95


On 11th October 2019 :
Lombard Odier Asset Management (Europe) 15.18
VS International Venture 12.29
Herald Investment Management 5.43
Independent Investment Trust 4.46
Fidelity International 3.30
Legal & General Investment Management 3.21
Miton Asset Management 3.95

[zero the hero] 21/11/2019 10:17

Black, HH sold down over a long, long period getting down to 11% and the remainder were taken up by one II who still hold. If there is a queue of sellers then why has each of our main holders increased in 2019? Only Independent have sold down a small amount (prior to this week). The 2%+ were traded in a short time period on the open market, it means nothing except someone is keen to take those shares contrasting with 2017 sharply


The second part of your statement is fair enough.

[blackpudding13] 20/11/2019 22:17

Last time was HH with 18% of the company and it was desperate, it was only cleared when rumours of a takeover were obviously heard by the right people cos we have many more contracts than last year. It just seems to be a que of sellers with this share any decent news and theres a dump and the share price doesnt rise and when theres no news it drops. We have been fed promises of aviation news shortly and RFQs are still live, licensing deals too which have kept the interest of investors but for how long? Where is the holdings rns? Chunky amounts of shares changing hands and I can only assume they are going to an existing ii.

[zero the hero] 20/11/2019 15:00

I hope to leave a small amount invested in the company or until the company is bought out which will happen next year. I would be happier if SEE survived as an independent entity but the directors are far too greedy.

[base7] 20/11/2019 13:56

The news & momentum behind a rise in our share price to an acceptable level for you to sell may ,then ,compel you so wait a while longer .I would be delighted with 15p but will have to assess our prospects should we ever hit that lofty target as I may then feel momentum is building & 20p is possible -the paradox of fear & greed

[zero the hero] 20/11/2019 13:14

And there lies the problem as a PI SEE investor ….. great prospects here but a good lesson why I'll sell up and go back to trading once this comes to a decent share price next year.

[base7] 20/11/2019 13:11

It was 11/9/18 that an RNS announced that we had "signed an agreement with 1 customers & are in advanced discussions with a number of other companies at the forefront of autonomous vehicle development".No numbers were provided.
10/6/19 it was announced that a self driving car company had signed a BdMS deal for A$2.2mill

[base7] 20/11/2019 12:30

We were told we were in discussions with several potential clients regarding Bdms over a year ago so lets hope that todays announcement will compel those investing billions in autonomous vehicles to invest a "little " more with view to ensuring safety for all concerned & lets also hope that the discussions were advanced such that contracts can be rapidly concluded & signed.
It is also now almost 5 months since PM advised us to expect major Aviation fairly soon & , as ever, time is drifting by.
I still consider that 2020 will be a pivotal year for us, hopefully following a strong trading update early in Jan, but it would be great if 2019 could end with a deal announcing flourish , to encourage us ahead of the New Year !

[skinny] 20/11/2019 09:44

.

"Seeing Machines is particularly pleased with the second recommendation released by NTSB which refers to the requirement for 'adequate monitoring of vehicle operator engagement, if applicable'.

Paul McGlone, CEO of Seeing Machines commented, "Seeing Machines launched its Guardian Back-up driver Monitoring System (BdMS) last year designed specifically to monitor, and respond to, the attention state of a back-up driver in an autonomous test vehicle."


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