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Its an incredible thread.....people sitting around as happy as Larry, all the while our investment falls every day, probably under the weight of all that jam tomorrow
If anything the decline is accelerating and the chart looks utterly awful
Every 2nd post i make gets removed baxter so you have a long way to go🏌️♂️
Anybody know when seeing machines move into their new offices?
Is taken down. Talk about freedom of speech. Only applies if you’re a ramper
Ok, it's scalable to occupant monitoring so maybe not.
Shouldn't be as hard as this, what difference does it make saying it's us or not?
Wasn't it supposed to be occupant monitoring?
I'm not convinced
one would guess it will depend on when the model went for ****logation and type approval and whether vw are going straight to dms via camera for all trim levels from get go and therefor meet 2026 rules early and again this depends on model refresh timing etc. we then need to p**** is all camera via magna mirror or other solution or are some models as part of mid run refresh maybe getting steering wheel monitor until model replacement in 2026. anything launching in 2026 likely hitting type approval in 2024/2025. the lag from prototype or directional design indications at a car show to showroom sale can be a good while and i would say type approved may happen a while before shakedown of manufacturing in small batch up to full production. where design wins and tier 1/2 contracts sit within that i guess is variable..hence the difficulty in timing announcements for see. the valeo adas/dms solution that has been liked by a few see employees maybe a platform compatible with cipia/see/smarteye in theory but the optical.path may have had input from see engineers and the reality it will run see software but we might not see that disclosed for a while. the mirror with magna can only be us and one would imagine after the 3 year exclusive ends it will renew especially if software and hardware need to work hand in glove. if the magna mirror gets top score in the section needed for euro ncap then maybe more contracts for europe will then decide award. placing a mirror maybe be quicker to integrate than a trim or secondary camera placement so decisons go to wire.
They say 'Advanced driver attention & drowsiness monitor'. I wouldn't imagine that's a coffee cup, but interpret it how you like.
I guess they don't want to call it 'Advanced Driver Monitoring System', as the privacy brigade would be kicking off.
Still a bit confused....
Rang a couple of UK VW Dealers sales departments and they all said "Advanced driver attention & drowsiness monitor" had nothing to do with Camera monitoring - more about alerting a driver to pull over during long drives etc. I'm sure you have already done the same.
So where exactly do you see DMS definitively mentioned ?
I really hope you are correct - I just can't see it.
Thanks again....
The BMW Group continues to see strong demand coming its way for battery electric vehicles (BEVs). The company has delivered a total of 82,700 fully-electric BMW, Mini and Rolls-Royce vehicles to customers worldwide in the first three months of the year.
This represents year-on-year BEV growth of over 27.9% for the BMW Group. The EV penetration level is 14% comprising sales of 82,700 BEVs to total BMW Group sales of 594,671 units (up 1.1%) in the January-March 2024 period.
The increase in sales of fully-electric vehicles benefitted from a balanced performance across all major regions of the world. In India, BMW Group EVs maintained its leadership in the luxury vehicle segment into Q1 2024 by delivering 211 units (+26%).
According to the company, the BMW i7 claimed prime position as the largest selling EV, even as demand grew for the iX, i4, iX1 and Mini SE. BMW India plans to launch the i5 will soon and expand its EV portfolio. The i5 will be the fifth all-electric BMW in India, slotting between the i4 and i7. The electric sedan will have no direct rivals upon arrival, and prices are expected to touch the Rs 1 crore (ex-showroom) mark.
“The BMW Group is continuing on its BEV growth path. With the delivery of its one-millionth fully-electric vehicle since the market launch of the BMW i3, we have reached an important milestone that confirms the attractiveness of our product portfolio,” said Jochen Goller, member of the Board of Management of BMW AG responsible for Customer, Brands, Sales. Alongside fully-electric models, vehicles with highly-efficient combustion engines and plug-in hybrid technology remain important components of BMW Group’s drivetrain portfolio. “By providing a choice of drive train technologies and thanks to our high level of flexibility, the BMW Group is well-positioned to meet changing customer requirements. This strategy is now proving particularly effective in a dynamic market environment,” added Goller.
https://www.autocarpro.in/news-international/bmw-group-sells-82700-bevs-in-q1-2024-sees-growth-across-all-key-markets-120086?amp=1
Brilliant just brilliant….
Glandore, Sure, the first post in this thread explains this. Thanks a million
That is fantastic seeing2020.
Can you point out where DMS is mentioned in the configurator?
I've had a little look and cannot see it -
Thank you....
Baxter, no one is going to pay you to deramp, grow up and accept your own decisions
wasn’t calling you out as a paid deramper - you are just a bewildered lth who has been dragged down by other such paid (imo) derampers on the board. you do know though, that exciting times are ahead as you have frequently stated.
it just shows, even the most positive and invested amongst us can be disillusioned by the negativity.
well, more fool you.
i’m sick and tired of following companies on aim that have no product, ****e management and little prospects.
see are not one of this companies and with less than 14 working days we will see the kpis that prove it.
see have a product that is mandated in europe and china and is set to be mandated in usa.
see had a track record of a large penetration of that product.
this ain’t no gold mine or bio tech or crypto crap, it’s a real product going in to everyday use. intel inside ring a bell?
open your eyes.
exciting times ahead.
The configurator on the VW website is a great source atm, since Friday DMS has been added to
Polo
Arteon
Taigo
Touran
ID.4
ID.5
This might be why Paul was so certain we would hit the target of "100% annual increase in cars on the road", to do that we need 655k over the 2 remaining quarters of FY24.
If they are still using SEE this could be more wins from mix
https://s24.q4cdn.com/101484987/files/doc_news/MiX-Telematics-Accelerates-Customer-Wins-and-Expansion-in-LatAm-2023.pdf
I dont know how it can be claimed that pmg or mi can be aligned with pi's when their purchases are the equivalent of a years salary when a lot here have risked far more.
And whats far better for them is that they keep getting paid these huge sums regardless of how the sp performs or remains depressed....I imagine that they would not be too concerned of the sp dropped to 2p and remained there for a few years.
They might even be willing to sell up for 5p and at on loss on their shares given that they have done very well in other ways.....by 2027 pmg will jave been in position for over 8 years, he could easily afford to take a hit on his shares purchases and offset it against tax.
They are nowhere near aligned.....they operate on a far different level and unfortunately are more than willing to forsake some gamblers in the uk🙋♂️
It would be the only coin I’d make from this dog.
The man who is "cutting the fat" has bought significant amounts of shares (nearly 1% of the company) on the open market so he is very much aligned with shareholders to ensure no cash raise.
This company does not have a need to raise any further cash. Within the next 14 months the company reaches cashflow breakeven. Very easy for a CFO of Martin's considerable experience to manage cash, ensuring he is not diluted, in that situation.
The Magna note will be paid in shares, they will own 10% of the company and benefit from the the M&A consolidation of the market which will inevitably occur.
PS. Baxter stop starting a new subject every time you respond to a post....... Anyone cynical like me would think you are trying to push any of the excellent research of Terry and Seize and others down the page so no-one can find it!! The REPLY button is there for a reason!
You have withered it out of yourself - I do seem to remember you used to be a positive poster - you see what has happened? All the constant moaning on here (by possibly paid derampers) has got to you.
Baxter has it nailed - there are Exciting Times Ahead.
The quarterly KPIs were a genius move and will show the growth that is actually happening. Last chance now to get in cheap in my humble opinion.
Just look at the signs the last two years - multiple director buys, multiple SOPs kicking in this year, and to top it all, the best RVM solution going that will soon be rolling out across multiple production platforms. The numbers won’t lie.
Aviation and Gen 3 about to kick in, but auto numbers is where it’s at right now, and they will kick in in about 13 working days or so.
Well mcglone only started to buy shares and he won’t be wanting diluted so thats a fair pointer that he believes there won’t be any more raises.
Who knows what will get us to 12p from here, the optimism has been withered out of me.
With a new market, a new product, a new business you never have entire predictability. The thing is whether you still believe that despite bumps along the way in the normal manner SEE have a good prospect.
Personally, what I've read, the market for auto & fleet is just at the very beginning of the market growth. So all to play for.
I have found no convincing argument on here that DMS & OMS isn't going to happen. I am convinced that they are going to happen beginning now with fast growth through to 2030.
So who will win?
The CAT post a few days ago tells a story of continuing growth in mining & the success of SEE. They know how to win.
I forgive them lapses so long as they demonstrate significant wins. I include Magna, CAT, Collins in that category.
I would say that there is a bull case - which you don't read on here. There is a bear case - which you don't read on here.
What you do read on here is mindbendingly repetitious moaning. I suppose that is the idea: break people's resistance by endless repetition.
In terms of Paul, he'll make a about a million bucks if the stock gets to 12p. I'd say that's an alignment of his interests with ours...
The only issue that matters: will the company need to issue more shares to get them to profitability.
I have as much optimism as ever on the future sales outlook for all the major DMS players. The question is, what number do I use to divide the pie? (How many shares outstanding)?
It's really important that they are creative and cut any fat until that point.