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Ah Paul Mc has found his fleet reforecast at last, maybe the long awaited license deal also, the Ford expansion, the VAG contract, the formerly denied Volvo win. FedEx, Emirates , Toyota, it's all on the numbers now
S7 I'm glad you're here. You keep everyone grounded and we can all be thankful we have you...
Haha I am gonna be honest here, most of the time I feel very safe about my investment but Baxter and S7 keep me on my toes. Although I don't agree with much of what Baxter say I must admit his posts are really funny! Made me laugh several times.
Aas always have A GOOD day!
What competitor, in the singular? I do hope Toyota remember to send the patents back.
S7, thats what i mean. You say we will lose toyota based on nothing. Is the rfq out yet? We should all be happy you are here. You even put Bax and co into perspective.
''Auto
As for Nick DiFiore, who heads up Auto, I’m expecting him to deliver a lot. Volvo for one, VW for another pretty soon. Followed by Japanese OEMs. Oem decision-making has been the main reason for delays up to this point but See does appear remarkably well positioned with Xilinx to grab market share from Nvidia and Mobileye. The fact that Fovio can identify an incapacitated driver makes it a shoo-in for Volvo and parent Geely may well have decided it needs it too. ''
This is Safestocks dated 7 Nov. What are we to make of these claims? SEE obviously take note of this blog otherwise they wouldn't have responded to the Volvo speculation with a formal denial. I'm hoping Menon's on the ball..
S7
Shall we qualify that, you think Toyota et al are priced into the SP. You state an opinion does not have to be backed up and then transpose your opinion onto others.
Ah S7, toyota rfq isnt out yet but you say someone else has won it, but its also priced in? Priceless you are, stay on here, you keep us all grounded with your well thought out logic.
So s7 on your outstanding logic how do you think that the sp is going to get to 10p if all of these contracts are priced in. Do you think the sp is going to move when Brexit is going to be sorted? Or when the I’m a celeb Winner is announced? Or who wins strictly come dancing?
Lewbo see2020 terry johnC et al stop wasting your time and research on whose going to win I’m
A celeb. Lewbo your chart is rubbish just saying there’s no details on there of whose winning strictly. Can you sort it out pls. Thanks mate.
Bausch
I was wondering that, if it's all priced in what's the point, we might as well sell up, the only way is down once Suzuki goes with Mitsubishi Electric pre 2024.
Perhaps it's a derampers ploy though, what do you think?
If we get news tomorrow or indeed this week then today will have been proven to be a huge treeshake by the MMs to pick up cheap stock by targeting stop-losses...
enuff crap from me...
S7, evans above i will not ignore you, you keep me grounded..
S7
So now the market has priced Toyota in but failed to price in all the extensions that have happened post placement. Just how big is your view of the expectations of the win for Toyota? Including what Nick said about OEM 3, the running total is A$80 million, not forgetting the increases on the others so since the placing booked OEM business has increased from A$110 million to A$243 million, an increase of $133 million. So, are you saying the market thinks it's more than $80 or £133 million?
Last night it was your opinion, this morning it's fact?
Cheers Red for that it makes sense, s7 you are also right priced in if we win, drop if we don't its a rough time on aim at the moment. I believe we will still have our day soon thats why im still here.
S7
So ok you believe there is an element in the current SP over and above the placement price, 3p, that is due to an expected Toyota contract win whereas the market surely gives more weight to an additional A$133 million booked business even though one of those events hasn't even happened yet and is possibly 6-12 months aways?
I always thought the market was rational, obviously not!
It would assist if PM sent a positive message to the market by buying stock directly from the market
The stock market is a paradox. When there is hope, you get decimated and when there is capitulation, the SP goes up. Now everything was great just before that d*mn seller started to off-load shares. If no investor has been handed insider information then I am fine with the SP taking a hit. The RSI indicator tells me that the SP is oversold. As long as the competitors don't take business from us, we are fine and as long as fleet is working, we can all breath out because we need it to stop further dilution.
some on here are forgetting that there is so much potential here, and if the majority of it goes our way its going to make quite a few people on here quite comfortable and well deserved. we need a lift in share price. come on See
We're all doomed. Much easier to be grounded. So worst case scenario is only 30m cars per annum. We'll thats no good clearly. But thats all priced in so what to do? S7?
#Team3
#getoutnow
#itsallpricedin
#S7EvansforPM
Steve, can't do mate.
HaveaGoodday.