The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I think a lot of the deals have already been made. Just not announced. For example Magna have an exclusivity deal with us. They know the price they can buy from us.
They've potentially done loads of deals, but not formalised it in a contract to us yet. They presumably don't need to rush to do that.
They were working with us and Smarteye in 2020 so difficult to say if we're involved in the latest product. https://www.just-auto.com/interview/harman-vp-on-sensor-fusion-driver-monitoring-and-scouting-for-start-ups-at-ces/