Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Mr bb if memory serves me correctly it was klick who done the spreadsheet some time ago.
Good find Terry
The ownership of the Truck OEM'S is interesting
https://all4truck.com/blog/2017/12/06/top-10-truck-manufacturing-companies/
Smokey -it’s not about never selling any stock -I am only talking about See here & I believe that my long term patience & topping up at low low levels (average just over 3p)will provide a decent reward ,hopefully some time soon .I also now have a large enough holding to result in very decent profits should this investment come good & J ,along with many here ,have built my stake over years & would have never bought as many as I now own in one transaction .
I have plenty of investments where I have sold & sometimes bought back (although I don’t have time to be a trader ) & one Aim investment which U sold out of produced a 20X return in investment over around 5 years & I bought back in having sold out completely & my ‘new’ investment is currently up X 3
I appreciate & understand your scepticism regarding See & welcome that perspective but I remain very optimistic & of the opinion that transformational news really could be imminent in any one of our 3 key divisions .
MrBB
That’s a good idea. I’ve had weekly, and almost daily top ups from 1.6-3.5p while price low. Lots in Sipps so a greater price with the tax benefits.
Iam sure a lot have continued buying and a few sellers on the group.
If you really think you are gonna miss out on a huge spike then they really have got you hook line and sinker.
GL
Each to their own but I really don't see the logic in never selling a stock - You never make any money....
Always having to top up to keep your average down with cash strapped AIM stocks results in you becoming overexposed with the ever increasing risk of losing a lot....
Try selling occasionally....
The emotional freedom of not owning a stock long term through the many downs is great! Actually realising some profit is great too. It's paid for the family holidays this year.
While truck manufacturers won’t want to incur additional costs unnecessarily ,they will also want to be seen to be ahead of the curve from a road safety perspective ,especially as 2024 wont seem too far in the future for buyers wanting to demonstrate an awareness of modern road safety .I have long thought that a fleet desk at point of manufacture could be transformational for us & if Daimler & others include our chip in all new trucks it will avoid the time & cost of the retrofit & should produce a very decent licence fee + royalties + monitoring services
Like many here ,I have held & bought (never sold) over many years & a perverse aspect of my thinking is for the recent weakness in our SP to continue for a few days to enable my final purchases at 3p or less & then ,at very long last ,await action which will hopefully start in or before our forthcoming update !
Sincere thanks to the many posters who spend a massive amount of time researching our products ,markets & potential markets in such detail which provides some security for the rest of us who don’t have the time
Final point -sone time ago someone set up a spreadsheet in which we could all declare (anonymously ) our shareholdings & it would be interesting to know how many shares members of this club hold (approximately )as I reckon it will have increased substantially
Trouble is, A$30M wont last till then...
Great find Terry, all these gems add up to form a much bigger picture. There is no doubt that there is a growth story for DMS in play and that SEE will be a big part of it.
As things currently stand, I’m still of the opinion that the company will hit profitability in 12 to 24 months time and, from my own personal analysis, as long as SEE reports circa A$30mil cash as of 30th June 2020, I’m of the opinion they will be on track to achieve it in that window. The only caveat I’d put on this is, it is still not clear how much longer C-19 is going to affect the global market.
Kary Schaefer, general manager of product strategy and marketing for Daimler Trucks North America, discussed the evolution of commercial vehicle safety technologies during a General Session of the Truckload Carriers Association (TCA) Safety and Security Conference. The 39th annual conference, held June 23-25, has been offered to attendees virtually due to the COVID-19 pandemic.
The integration of camera technology will help to improve driver skills through monitoring and coaching, reduce driver-initiated crashes, reduce idling and help lower insurance costs, Schaefer advised. With this technology integrated, camera systems monitoring drivers could respond to drowsiness or driver distractions through active intervention systems.
Schaefer expects camera technology to advance to the point where driver-facing cameras will be integrated into the safety systems, in addition to surrounded view cameras and backup cameras integrated into commercial vehicle safety systems as well.
https://www.fleetowner.com/safety/article/21135141/the-future-of-truck-safety-systems