SE1
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Ann: Quarterly Update and Appendix 4C, page-7

  1. SilverFox88
    4,190 Posts.
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    27/04/21
    09:31
    Post #: 52740527
    Not great, but not the end of the world. Patience is needed.

    More than one iron in the fire. Already trading at a discount. This is my one semi-conductor "internet of things" stock. I like the sector so prepared to wait. If the test comes through, the re-rate will be multiples, so asymmetric play here for the downside.

    Also, the cynic in me says management are downplaying our prospects.
    SE1 Price at posting: 7.2¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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