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Cilin Barndon, is he the Aldi knock-off version ;-p
Isn't that just a waste of time though and just leaves the sp with further to fall towards the placing price? It's interesting that he's blurted all those names out but they've never been officially released. Maybe OEMs will be raising their eyebrows but I guess they are tied to contracts now?
Great news but if they are only just getting the patents in doesn't that mean we are a long way off? I'm ignorant about this stuff
Why are they notifying every time they buy a piddly number of shares then? They never used to
That's not how smart eye do it, it's 4bn. If it was as you suggest, they wouldn't have a business as their combined book value would be about a months wages for the average earner lol. Look at all their previous rns's.
How much are we selling BDMS units for? I remember they are a fair bit more than guardian but do we have a figure?
As bullish as I am on SEE I'll be pleasantly surprised with over 600k. We always throw out wild estimates for fleet every year, and without fail fall short so I'm being cautious this time :)
I hope we are now talking USD and not AUD if we are only getting 7-10!
What kind of increase should we have anticipated had the km increase continued on its previous trajectory? Ie. How many more than we would expect
It's a good question but only to prove a point and show our frustration. Unfortunately it's very easy to answer - it's in the contracts and they will release the information when they are legally able.
A Sunday evening spent commenting on a company you must not be invested in based on your opinions...what an unusual fellow you are CFP
Any ideas how many cars a year that is we will be in as standard from July?
Oldfool 56p please
Buffet, I'm constantly trying to work out what we are missing with this one. As a holder of such surefire hits as GKP (lol) between 2009 and 2018, I tend to think if something looks too good to be true it probably is! Yet with SEE I just can't find the faults. Yes, some calculations may inflate the value of contracts or forget that 1 AUD is basically 0.5 GBP, and yes timeframes never stick, but we seem to have the best tech and be winning the best (and almost all ) contracts, in a market that is going to grow exponentially in the next few years. If us numpties on a BB can see it (and it appears to be clear as day now), where are the big buyers to force up the price!?
If timeframes stick (which they never do) and our market share for the next 5-10 years is revealed in the next 3 months then we will either not be here by the end of 2022 or we will be 50p+
Phil if the SP stays the same for the next 3 years I'll also still be in the money, but it's still not something I want. If I worked for the company and had shares I'd be even more invested in doing everything I could to support and further the company!
Maybe someone should fire over a couple of questions to Australian Andrew for a proactive interview. Last time someone asked, one followed quite quickly.
Thanks Seeing. All good news!
Does that include Magna then or have they just expanded some contracts and not told us?
That's 20 Australian Dollars right? Still better than the $15 I've been using to calculate my future riches :) I don't even recall 20 being mentioned, so yes, good news