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Yes, if we get even just one great auto announcement, in addition to the positive sentiment around the US regulatory news - and Fleet, as well as the upcoming QC + SEE results and investor presentation days, then surely we could be 20p by year end. The Redeye SEYE report noted that their RFQ announcements were "imminent" and certainly by Q1 next year. Come on McG, throw us a bone!

Yes, let’s hope so. The Redeye SEYE report said that they expect the RFQ’s to be announced imminently but certainly by Q1 next year. If we got even just one this month, combined with the positive sentiment around the US news, Fleet and the upcoming QC / SEE investor presentations, surely we’d hit 20p by year end. Come on McG!

Qualcomm - two upcoming presentations which are relevant:

16th Nov - 9am ET (2pm GMT) CEO Cristiano Amon to lay out company vision and strategy for an intelligently connected world. "Qualcomm stands at the intersection of key trends that are accelerating digital transformation and fueling the cloud economy. This is driving demand for our industry-leading roadmap of relevant technologies, creating a significant opportunity for growth as we continue to successfully execute on our diversification strategy across mobile, auto and the IoT. Amon’s keynote at the Company’s Investor Day will be the first time the new CEO will outline his strategy for the Company and vision for the future. Live stream on the Qualcomm website."

1st December - 3pm PST (11pm GMT) Snapdragon Tech Summit 2021 - Keynote Livestream hosted by CEO Cristiano Amon. SEE are relevant to the discussion at this titled, “Snapdragon : beyond the smartphone - new categories and partners defining new experiences”. Live stream on the Qualcomm website.

We don’t need to persuade people to buy DMS. Long lead times in auto manufacturing - which can be 2 years - mean that all automotive companies need to *now* be preparing for future mandated requirements by seeking quotes and nominating their suppliers. Customers don’t pay for parts which are required by law. Safety features like airbags are required for a vehicle to pass an MOT, so in future I would imagine that OMS will too be a required component of an MOT.

https://europe.autonews.com/automakers/vw-reveals-sleek-id5-suv-awd-option-upgraded-software

Lets hope its just a reflection of the massive potential of this sector right now, highlighted by Redeye and QC results...and nothing more just yet

Fisker are setting up a Chinese entity to take reservations from customers in that country.

https://techcrunch.com/2021/11/03/fisker-is-on-target-to-launch-the-ocean-electric-suv-in-november-2022/

Yes, GM wants to build a Netflix-sized subscription business by 2030. Already this year they expect to generate nearly $2bn from in-car subscriptions in a quarter of their vehicles. (4.2mn) The average person is willing to spend $135 a month on subscriptions (which seems a lot!) but they aim to generate $25bn by 2030...

It states that QC has working relationships with 23 of the 26 major car brands, with a 10-year, $10 billion pipeline in place

Now isn't the time to be out QC either according to the breathless musings of Jim. Things are heating up - the next 6 weeks are bound to be interesting.

Jim ends by saying "patience is the biggest virtue of an investor" because he has been holding QC since March 2020 - unsure he has the stamina for investing into SEE !

where has it been launched ? I thought the FFS delivery wasn't until late 2022...

QC is worth $150bn so they don't need to waste their time accumulating at really low prices. Perhaps they would wait until business streams like aviation and auto are established so they don't need to spend time developing and growing them...

Takeover chat is premature right now. Institutional shareholders would never vote that through in what is an incipient company and market with such incredible potential in the not too distant future. They - like us - want more bang for their buck. Regardless, it was a thorough and positive Redeye report for both SEYE (and therefore SEE) and the wider OMS industry.

Chris Menon in his last article mentioned that QC were expected to announce a host of RFQ wins with SEE in them before the end of this calendar year. I'm eagerly awaiting the QC briefing tomorrow morning to find out just how informed CM actually is! Lets hope that it's a good day for QC - and SEE !

So nothing on 24th October ?

They don’t put numbers on anything, do they. Wonder how much it will cost. Hopefully it doesn’t push back our profitability rather than bring it forward!

Redindi

Everything on this board is hot air unless it materialises and we see contracts with monetary value and increasing revenue

Do you think that PM reads this board ?

The essential quality of patience is needed when being a successful stock market investor, and as Buffet once said, the stock market is just a tool for money to be transferred from the active to the patient. In the grand scheme of our (LTH) joyride with SEE so far, what’s another year or so ? I think perhaps the best thing is to try to forget about it and only check on it once a day, until the ride really begins !

Vauxhall laid off 1/3 of its workforce yesterday due to the chip shortage, and BMW are now quoting up to 9 months delivery on new car models with only limited guarantee on specification. It’s difficult to know how PM is so confident that this chip shortage won’t eventually impact the deployment of DMS and surely that has something to do with the subdued share price and general auto market sentiment right now…

Agree. If we are still around this price in a year and nothing has changed, then I suspect it’s time to jump ship and find a new jam tomorrow….