Seeing Machines Share Discussion Threads

[tarrant777] 04/8/2020 14:16

As usual (sadly) a big seller (or a number of smaller sellers) has dumped several million shares in quite large lumps and brought the price back down. If it wasn't so utterly predictable, it would be slightly depressing.

[seans66] 04/8/2020 10:52

Agree, if we can continue to grow rev, & then profit, & our leading market position, then we will many multiples of current share price Then add in a 2-3 big corporates trying to acquire us, it could become very interesting.

[base7] 04/8/2020 09:40

There are many long term holders (6 years+) here & most of us believe in our potential to be number 1 provider of the best quality DMS.Clearly we all invested too early but still believe in the potential which wil provide us with the expected returns eventually.Excellent update in respect of all points + eliminated fears of another short term fundraising .£1 bill is an entirely feasible valuation when compared with Mobileyes up to $15 bill acquisition by Intel.We should be more optimistic now than ever before

[topnotch] 04/8/2020 09:30

My personal experience is that a company moving from a MCap of £100M to £500M is relatively easy and straight forward - pharmas do it all the time. But to reach a higher Mcap is EXTREMELY difficult and laborious and fraught with set backs.

And an Mcap of £500M will put this roughly at 15p - where it was about 3 years ago (before it lost ALL of it's gains over the next few months)

Got to get past the first resistance level of 3.5p first...

[rjcdc] 04/8/2020 09:15

Ali, I’m not that confident.. if all is as it seems then the potential is huge - market leader in the hottest market...? Yes, There are always wobbles with this company...

But for now, I think we are on the cusp of a rerate and SEE now have to start showing they can deliver.

[rjcdc] 04/8/2020 09:13

Please don’t get me wrong... I would be happy if we reached 10p again - and there are many things that I think SEE do very wrong... the issue is that we shouldn’t be guessing as much as we do.

[rjcdc] 04/8/2020 09:11

Too notch - yup... slightly tongue in cheek but if SEE smash the fleet market (and we’re talking way in excess of 100k installations) and have multiple licensing deals for all verticals (mainly auto) then the numbers start looking like it cd reach silly levels...

It all depends on how much they actually control patent wise... but I do see a 1bn company relatively easily..

[topnotch] 04/8/2020 09:11

TBH - I think that's fantasy realm and a buy out more realistic

[ali47fish] 04/8/2020 09:08

rjcd why are you so sure/optimitic?- i am invested here long term- the update was good but what makes you think there wont be wobbles

[juju44] 04/8/2020 09:03

Bit of new high ground here would help

[skinny] 04/8/2020 09:03

topnotch :-)

[topnotch] 04/8/2020 09:01

RJCDC4>> an share price of £1 will mean a market cap in excess of £3 Billion

[master rsi] 04/8/2020 08:59

500K buy and PEEL gone to 3.40p bid

[rjcdc] 04/8/2020 08:52

In another six years they should be worth north of £1.... if they’re still around that is.

I still reckon they will be bought out before it gets really exciting... somewhere between 14-28p

For now, let’s just get back to 5p...

[topnotch] 04/8/2020 08:49

What are MTH/LTH prices targets?

6-7p doesnt look unreasonable to me but not sure this can make double figures

[topnotch] 04/8/2020 08:40

Skinny >> Are you planning to give these to your grandchildren?...

[master rsi] 04/8/2020 08:33

Level 2

At 8.06 am PEEL went inot thee bid 3.30p. and just now is reported the deal £50K buy, no wonder.
at offer 3.35p only 1 and then the rest at 3.50p

08:06:37 3.35 1,492,358 49.99k

[skinny] 04/8/2020 08:19

Who hasn't 🙄

[topnotch] 04/8/2020 08:18

You've held these for SIX YEARS???

[seeing2020] 03/8/2020 16:50

In my 6 years + invested here this is by far the best Trading Update. Simple and to the point, one doesn't need loads of words to explain outperformance. I was pleasently surprised this morning and looks to me (and more importantly Cenkos) we are now funded to profit.

Cash is king, long live King Paul

[master rsi] 03/8/2020 11:07

Level 2

2 at bid and now only 1 at offer

[tradermel] 03/8/2020 11:00

This crowd never cease to amaze me. A chance to brag their financial sucess this year and perhaps even give a more informed look ahead, and we get almost no detail! This is what you get with a CEO with no skin in the game and no incentive to give a sh1t about investors.

[master rsi] 03/8/2020 10:46

so is up

at 10:38 CNKS 100,000 3.25
has moved from being at offer 3.35p to bid 3.25p