Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I wish I was paid though. It would be the only way I’d make anything out of this turd. The trainee tea boy at seeing hq who obviously writes our pathetic rns’s could be accused of deramping as much as anyone
Infomercials he stated ( on more than one occasion) that US funds/ investors would be buying on the open market . Several times I’ve watched him come out with that flannel. It’s all there if you watch the interviews on you tube or proactive
Billion dollars of rfq’s to be announced. 50-100 k fleet contract where we are the only bidders. The aircraft world about to be imminently conquered. US investors/ institutions clambouring to buy in on the open market. Have I missed anything?
several times and either received no answers or the sort of tripe she replied to nv’s questions. if you think after 10 years you should be pleased to be 10% up on your initial purchase price that’s fine but considering all the ramping on here about how great this company is i’d say it’s fair enough to be thoroughly and utterly ****ed off
i asked the question of sophie and received a typical politicians response in regards to the gen 3 sales process.
despite nick clearly stating that he was expecting sales of gen 3 to be 50,000 this year she rowed back on this by saying that the wifi signal was weak and they didn't hear the question. so what question did nick hear that prompted the response of 50,000 units?
she then said that they do not have any internal sales targets. what absolute drivel. an organisation that sells 'things' doesn't have a sales target?
i also asked her what the difference was between a contract to sell dms to auto and purchase orders for fleet? again it was total bs.
here's the exchange:
1) confirmation that g3 production will start in march / april and not may as nick mentioned?
a) production is scheduled for q4 of fy24 as paul mentioned in his proactive interview, which is also what nick said.
2) confirmation that nick's sales forecasts of 50,000 gen 3 units for calendar year 2024 was valid?
a) that was a confused moment in a live tv interview. we have not forecast guardian connections for the cy.
3) an explanation of the gen 3 sales process. ie does the commercial vehicle buyer select their preferred dms supplier regardless of which oem manufacturers their vehicles or is the buyers dms option limited by the relationship the commercial vehicle manufacturers have with a dms supplier? in other words if a buyer wanted to buy scania trucks would their dms option be limited to the contract scania have with a single dms supplier?
a) we have two channels to market – to the operator directly as “aftermarket fitment” where they choose their dms supplier – or to the manufacture for “after manufacture/factory fit” fitment where the oem chooses the system in order for them to pass ****logation (compliance). in the second scenario, the operator will buy a vehicle already fitted with dms and they could choose to add in their own preferred supplier as aftermarket on top of what has been installed in the factory, or they could take what they get and turn on the services with the fitted supplier’s technology – for example guardian and our 24/7 monitoring service.
4) until 2026 commercial vehicles do not need a camera based dms, but can select other monitoring systems?
a) yes, everyone chooses what they want. camera-based is the best long-term solution as distraction requires this (2026) and operators and manufacturers will typically plan for the longer term, taking into account the average lifetime of a commercial vehicle. there is no doubt that camera-based dms is by far and away the most effective for genuine fatigue and distraction detection.
5) there have been numerous assertions over the past 18 months that the company is working on 12 or more rfq's. we have been told that decisions need to be made by the oem's asap and been given time bound expectations as to when these delayed rfq's must be decided. every deadline goes b
For a so called hot stock on the cusp of greatness in an area with supposed mandatory tailwinds and a plethora of rfq’s, flight simulators and truck contracts on the way the interest in this is pitiful. Truly f****** pitiful
And astonished to see it finish at £5. Shows the state of the U.K. markets sadly. A decent update and it goes down. No wonder uk companies get bought on the cheap by the yanks or list over there. What a joke
How do you stay positive with that scenario. You’d be long retired if you’d bought Tesla. Instead you’re stuck in this dog. I’d have been at the bottom of the North Sea long before now if your scenario had been mine. I can only admire your will and belief. I’m astonished given those circumstances and can only pray you get some sort of reward. You must have the patience of a saint