Member Info for boonboon

I think we've recently won Honda in the mirror from 2025 and that was our first Japanese win so pretty sure this isn't us.

It doesn't look like that Veoneer win includes DMS.

I wonder if ex Affectiva and Imotions employees will be happy with a heavily discounted raise. They've already lost out big time with the share price collapse.

Will be really interesting imo.

We'll hopefully get some contract announcements before Christmas, but early January we have CES and that usually provides some news.

Smarteye will also have to show it's hand with regards to funding by January so that could give us an indication if they're going to try and compete or cede the market to us.

They're only ahead as we were stuck in a failed exclusivity deal with Takata, and it took a while to get back on track. They're selling at sub $5 per unit. We're at around $10. So we might actually have had more revenue from our cars than they have from theirs. It will be interesting to see how numbers compare for each company on a quarterly basis. If seye provide that information.

I'm pretty sure they're talking about billions of sek, but they're not using minimum values like us.

In the last quarter. We had roughly the same turnover in auto licensing as Smarteye had in all automotive(including NRE) and aftermarket.

I think a lot of car manufacturers shut for a few weeks in July or August which could have affected this quarters figures.

Quarterly update should hit this month

We should be due news on some of the automotive rfqs as well.

Plus hopefully some aviation news.

I'd say Subaru isn't us. We've only announced one Japanese oem as far as I'm aware and I'm pretty sure that's Honda.

Cenkos said 29,000 would be delivered in November.

I'd say that was a possibility if it was a financial institution, but I doubt Magna would do that. They don't have much to gain by alienating us.

How? They've supported us whenever we needed to raise funds. I think they've been good for us. Not necessarily a bad thing that their stake has reduced slightly though.

True to a certain extent, but it the share price doesn't reach 11p in next 4 years and Magna therefore don't convert we would need to pay back the loan at that stage.

Still I will be amazed if we're under 11p by this time next year let alone in 4 years.

This explains it better https://www.ashurst.com/en/news-and-insights/legal-updates/takeovers-in-australia/

I believe this is incorrect. 10% allows you to block a compulsory takeover of all shares. It doesn't proclude anyone getting 50.01% and effective control. At 75% they can take it off the stock market, but holders don't have to sell. At 90.01% they can compulsory purchase any remaining shares.

They've still been liking seeing machines related posts so doubt it's them.

I agree it's not late. I'm assuming they're reporting the end of September numbers. My understanding was that the oem's would provide that info by the end of the following month I.e. October.

Therefore I'm hoping we're talking about days to get the figures and we won't have to wait till the end of the month.

The thing is they themselves committed to doing quarterly updates. Quite a while ago now. I initially thought they would do it towards the end of October relating to September numbers. They have now said they will be announced in November so people are expecting it soon.

They should all have it. If the software suddenly stops working the driver needs to be able to take control.