hi twigman,im here for the fundamentals but do consider...

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Heathro

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04/10/20

19:58

Post #: 47843156
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Originally posted by twigman7: ↑

from a macro perspective I think renewed lockdowns and the move away from chinese sourced chips is good for SE1. These trends continued into August and September. Regardless of the election outcome these tailwinds are not going away.

Zoetis is in a wonderful bull run. Abiomed has come off its top and is consolidating at its June-high levels. Nothing alarming about these charts from Sensera's major customers. So for now, I think sensera has some good conditions to operate in.

The issue for capital in all small caps is the return in a zero interest rate environment. It's all about growth, and we've seen the market really go crazy for companies in tech that have demonstrated growth.

We should be trading a marketcap at least x4 revenue, but we're trading at x2, and I think we could easily trade at x30 if there was a bit less debt and more hope and more evidence of accelerating growth. There is huge discount on this stock due to I think lack of faith in management and lack of evidence of sustainable growth vectors. The move away from ''research fab'" for MEMs was just pocket money . The move into ongoing customers and longer term contracts is the key. Time will tell because trust and believability is built over time, and its early days for SE1 from its 'near death' experience.

This leaves me with a valuation of somewhere between 20-25c (fair value according to Pitt St Research, fair enough) and if its potential is truly realised, in the next year, I would say the potential for $1.50.... I think that's conservative if all goes well....

I think another good quarter and we will start to climb into the 12-18cent range. Just a guess.

Nobody knows which way stocks will run day to day. Suggest you do your research and form your own opinion.

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hi twigman,

im here for the fundamentals but do consider technicals of course

just feel like tomorrow will be a crucial day chart wise

are we looking at a triple bottom of 5c (bullish)

or a quadruple bottom from further back (not so bullish)

was just looking king for a HC consensus, but not enough posters here

SE1 Price at posting: 5.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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