Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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I would say they are being overtaken by more forward thinking companies. They are starting to lag.
Hugely overvalued with the very real and regular added dilution risk, everyone is realising and starting wisely to book a profit.
There will soon be a scramble down well through the 200sma as everyone sells and there is nothing to bolster the price.
'Funded to proft' Paul McGlone on numerous occasions.
No patent dispute at all. Huge moat. 'At least 12months ahead of conpetitors tech'.
Call me a pessimist, but 325.40M Mcap for a company that still makes such a whopping great loss each year is well overpriced.
Aren't they currently embroiled in a patent dispute anyway?
Zeq - yes it really does feel different - there is a plan, a direction, leadership and above all an objective (or multiple objectives).
The stats are incredible to see in black and white.
It is indeed the way things are materialising for content - SAAS.
Goodbye - TT whatever, not interested in your turd.
Look at the Google graph on max timescale.
I'm betting this will go back to under 6p like it did the past times it was well overvalued.
This turd never holds onto any gains.
Well you are certainly working hard for it Sven. Let's see.
This is an interesting question, who knows the answer. We will in time. I future everything as a service model will play to the SP as you have to have the hardware installed to begin with for the second owner of a vehicle to turn on all the options that the original owner did not want. The OEM installs them with the expectation that one or more of the cars 2, 3, or 4 owners will want to pay the subscription costs for the XaaS. Not sure how this works for SEE. Don’t see it being a bad thing. Are we there yet. Not sure. I see GM are already going in this direction and I think others will follow
Fleet happened, the guy running it obviously communicated a better outcome than what actually happened, the broker will project figures on the figures they’re given, he was sacked, but that didn’t help us. The size of the addressable market is huge and we should be in over 50k vehicles by now, but until companies are made to do things, they won’t.
I believe there is an issue with drivers being fatigued and the companies know this because they’re working 12+ hours a day, maybe not driving all those hours, but they’re loading/unloading etc etc.
The sooner this is addressed the better, for all road users and our SP.
The 50,000 units projected by the broker and the corresponding so price spike and fall when the company came clean that this would not be the case. I learnt a lesson that day, but have forgotten what it was.
Something feels different this time, time frames are closer, legislation, multiple verticals. The macro environment is one of the bigger risks for me tbh.
S7
It will be mandatory in 2024 so I’m guessing those OEM’s will be working on it right about now given timescales in automotive
So when SEE start announcing new wins over the next year together with announcements about new models for Ford, BMW, GM etc then I guess the SP will rise well before it’s actually mandatory.
The pipeline will be there together with interest fuelled in the sector by more news about legislation in EU and USA over the next 12-18 mths.
Good job SEE have the market covered with all the Tier 1’s we have partnered with ie Veeneor, qualcomm and the likes of omnivision and Magna
Aren’t Magna targeting fleet in a big way at point of manufacture- that market might suddenly become very lucrative- hardly a failure
Just buy back in as your window is closing
Sorry, close to 7 billion km of data!
Since when was fleet a failure? It's currently close to 6 billion km of data, informed SEE R&D and installs are steadily growing. To the point that it won't be long before it's profitable in it's own right!
It'll be in trucks way in advance of it being mandated. Doubt companies are going to wait til the last minute to install it, especially with insurance tie ups making it cheaper.
Keep pedalling those "negatives", none of us LTH are selling...
Bluecruise $600 for hands free
S7,
So do SEE get paid only when the DMS option is activated even though it may not be activated in every car prior to mandating?
Fords target year 1 is 100k units minimum. Thereafter DMS will be standard I expect via one of SEE pillars on other cheaper ford models/brands as they come out.
You want hands free driving, you need DMS! The Question should be, how many want hands free driving?
I'm guessing alot...
S7,
Is the DMS fitted as standard then activated or do they have DMS and Non DMS at production line level?
Lewbo
Once gets rolling I wonder if SEE will be invoicing hourly, daily or weekly for that contract?
Clearly covid and chip issues will affect figures for 2020/21 but these stats are remarkable...
Over the past three years, Ford averaged about 900,000 F-150’s sold per year.
If you divide that by 365, it sells 2,486 F-150 trucks per day, every day. That translates to 103 F-150 pickups per hour, 24 hours a day, seven days a week.
Ford has sold 1.7 trucks per minute, every minute of the day, for the past three years.
That’s why the 14th-generation F-150 pickup is such a big deal.