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Pretty much every time scale McGlone has stated has been pushed back or so far out it’s almost laughable so serious investors will look at predictions of break even etc and go “ aye right you are pal”. If a tipster got everything he tipped you’d stop listening. The fact they had to investigate why previous Kpi’s were lower than thought tells it all. If they can’t explain why somethings happened in the past why would you listen to something they think will happen at some time in the future?
You may be right but I guess nothing wrong with hearing another viewpoint?
And no doubt Stifel will be wrong as SEE don't hit timescales.
I'll say it now - we will not hear concrete news on this until the end FY2025, so by then the SP is likely to be 2p given the current trend, unless of course one of these 3-4 mirror RFQ's actually land. Gen 3 by then will be a failure and all the happy clappers on Telegram will be getting excited over the development of Gen 4, which apparently will also be the best thing since sliced bread and will save the day. Of course it goes without saying that we will still be waiting for something on Aviation in July 2025 as well.
Not seeking to influence the share price. I'm interested in how the business is doing.
A lot of talk of estimated H2 sales on here - so why not check out stifel's views.
If anyone thinks an article like that read by maybe 50 people on the telegram clapper group will make any difference to the sp they’re living in fantasy disco land
I'm sorry. I wouldn't have posted it if I had known it would hurt your feelings
All that qualifies as “ news” on this dog. As for any meaningful rns from seeing there’s more chance of Netanyahu and Hammas going for a night out to the local Spearmint Rhino
Https://www.safestocks.co.uk/2024/02/21/seeing-machines-set-to-become-cash-flow-positive-in-fy2025/
from 8 weeks ago
I guess time will tell.
Deramper?
What is that all about.
I shouldn’t have to make things up in my head and say its all going on behind the scenes,
We were told by Mcglone what was going on behind the scenes and I guess thats why I’m a deramper
You can’t see meaningful numbers because you haven’t got a clue what is going on behind the scenes.
Management can see meaningful numbers because they know what is going on in the very secretive world of automative supply chains, which oh, explains the multitude of Director buys over the last year or so.
If you don’t think that deals are almost done with timescales between ‘design wins’ and SOP coming down - mainly due to decreased timescales from design to production for the RVM, then sadly, I think your driveway possibly isn’t reaching your garage. From the quality of recent deramper posts on this page, delusion is clearly spreading.
Baxter knows, Exciting Times are Ahead.
Https://www.voxmarkets.co.uk/articles/seeing-machines-reports-milestone-sales-growth-82m-contract-amid-expanding-automotive-safety-market-e2a26a4/
Higher royalty revenues contributed to total revenue growth as Seeing Machines' fleet grew to 1.5m cars, up 116% over last year. In addition to the US$82m German contract, the company was appointed to deliver 2 additional automotive programs with a combined initial value of US$45m, bringing total won business to 17 programs with 11 individual OEM customers. This brings cumulative initial lifetime value of all OEM programs to US$366m, with the majority expected by 2028.
Can’t see meaningful numbers before 2026 myself
Good point Lewbo but no need to worry about cfp, i have been in the fire so a few shares wont worry me that much😂
Martin Ive must be having a few sleepless nights though, thats another nice mess they have put their cfo in!
In the words of the great Oliver Hardy......why dont you do something to help me🤷♂️
Anyway, we wait with baited breath but remember MI.....no bull.
Shareholders here have had enough bull to last a lifetime.....demonstrable facts not fluffy figures!
Https://www.volkswagen-group.com/en/press-releases/volkswagen-group-delivers-robust-2023-results-performance-programs-and-record-number-of-new-product-launches-stabilize-future-development-18279
The portfolio will be significantly upgraded again in 2024 with important bestsellers such as the Golf, Tiguan, Passat, Octavia and Superb, often enhanced with modern hybrid technology, and the all-electric MEB family. All upgrades will further strengthen the Group’s position. In addition, there are completely new all-electric models such as the Porsche Macan Electric and the Audi Q6 e-tron01 on the Premium Platform Electric as well as the MEB-based VW ID.702 and ID.7 Tourer03, the CUPRA Tavascan04 and the VW ID. Buzz01with a long wheelbase.
Due to the numerous product highlights, the Group expects incoming orders in Western Europe to pick up speed in the coming months, compared to the previous year. This also applies to the all-electric vehicles that are already available and for which Volkswagen Group has started the new year with a clearly positive trend, compared to the previous year’s period.
Overall, the Group is confident about a record year for new models in 2024, in which more than 30 new product launches are planned thanks to powerful platforms
A key point from what Colin said yesterday is for DMS to get awarded points from Euroncap it must be installed across all trims not just the top spec trim.
Thats huge as VW will want the points, hence its across all Golf trims, not start with the top spec and a slow drip down to lower trims
Https://www.utac.com/news/driver-distraction-utac-supports-new-european-regulations/
Guys great negativity tonight, keep up the good work. Suicide watch on red alert.....however not something to joke about, stay safe even CFP.
News coming ......
I seem to recall about 10 years ago s2020 banging on about wording on the fedex website which was the same wording as SEE used for fleet so therefore that meant we had a huge deal with FedEx - I think we are still waiting for that one.
Don’t forget he has also predicted a fleet deal with Coca Cola because of PM likes on LinkedIn. Again still waiting.
The next 2 kpi’s will gives us a clue on this - if we are going into all these models now then we should be on way more than 2million cars come the August kpi’s
VW don’t need to put camera based DMS into the golf or indeed any current model until 2026, I’d be surprised if it was in there.
He’s either McGlone himself or one of his relatives
Https://www.bradysvolkswagen.ie › id4_my24
PDF
No problem - After all these years you should know I deal in facts.......
Post the link then, it's not available when I try to actually order a vehicle via their website.
One of the funny posts for years is that Advanced driver attention & drowsiness monitor" is "merely a cover term for lane crossings etc"
The standard of deramping is really dropping
It may well now include DMS for new models but it is not definitive.
It is correct S2020 - the ID4 Spec since 01/01/2024 includes the exact term and does not include DMS.
What terms are used elsewhere does not negate that fact.
I also think it's camera based DMS on the Golf, Polo etc (Advanced driver attention & drowsiness monitor). In contrast to the ID3, which I guess is the steering wheel based stuff (Driver alert system, fatigue detection).