I am a top 20 shareholder of Se1 and I dont even look at the day to day fluctuations nor do I care what it is doing because at these prices the market cap has tremendous upside when you look at the goals and ambitions of the company....the current price action is nothing but noise....Its the people involved in the business that have a track record of delivering outstanding success to investors that I take comfort from, take for example Ross H, his previous Mems company Coretek was taken over for US $1.43b back in 2000 by Nortel networks, if anyone knows this space its him....
What interests me the most is where this company will be in 2 years time, remember successful business's take more than just 6 months to make....imo we could be the next ALU (Altium)....
This company will be a cash cow, their 2 cornerstone clients will transition from the design and prototype phase into full scale production later this year, then you have all the other clients, remember Sensera is based in Boston and their target market is the medtech space and Boston is the medtech capital of the US.... so no shortage of possible clients
I look forward to hearing news about potential acquisitions that Se1 have mentioned in their 2017 goals.... we all know that the true potential lies in the intellectual property creation strategy...
in summary SE1 have the right capital structure 122m shares, the registry is becoming tightly held (SP will do even better over time because of this), they have the right management team and they are operating in a high growth industry with high margins of 80% + and revenues are just starting to flow......
all the best
cheers
SE1 Price at posting:
31.0¢ Sentiment: Buy Disclosure: Held
