Member Info for buffettology

Let's hope we see a good flow through to the bottom line on auto dosh

Few years old but surely enough proof that driverless cars are many years away.
Inv-the-implications-of-driverless-cars-whitepaper-1.pdf

Companies want to buy derisked companies. We are nearly at that point- announce the wins and that's a game changer

The concern is if a bid comes now we will not realise full value and we'll be sold for nish

...not meant to be taken as investment advice! Disclaimer!

For those looking for the next hugely undervalued stock that has a significant booked pipeline of contracts and is regarded as having huge potential look at Seeing Machines

No one will know the answers to the following but thought I'd chuck them in the group:

All this talk about a bidder looming - this year based on the current market cap is a concern as it'll no way be able to realise full value.

There's no way of seeing a way out of this invasion and therefore hard to predict how long it'll go on for.

So far, all the great news released has been lost in the market chaos and will further great news be also lost?

We are all holders as we think this has serious potential and not long to wait for potential juicy returns, but concern has to be raised about how long are we all (and instutions) prepared to stomach this volatility and hold on?

*Crocqman

Croqman out of curiosity whats your valuation for this if we were bought out?

All auto deals to be announced in next 2 quarters so end of September. Let's see if the market values us at around 300m when we have hopefully banked 700+m

Shocked not to see any more stock being taken up by current or new investors so far! Perhaps its a little early days and they're seeing how this invasion pans out.

Yep forecasts coming end of this year - his words were something like - it will then be clear to all those investors that aren't in our business why they need to invest!

Just to top you up Brock - questions around breakeven have been dodged really so you may not be far off - however would needs to be factored is the better financials. I don't think PM really wants to be wrong on breakeven even though the future looks very prosperous. We may very well not even get to that point. My guess is that around crimbo/new year they'll be debating all their options including a sale (at the right price). One thing for sure, the value has overnight significantly increased by entering into the China Market. Obviously in saying all the above Mr Market would much rather a juicy few deals that give them the dosh to not have to raise again.

So fag packet calculations thats 75-80 million cars that will (definitely) have See's tech in them and let's not forget the super high margins!! Now then, what would an acquirer give for that!?

And if talks go well between Russia and Ukraine then this could be way way above 10p soon!!

Thoughts on our valuation possibilities given the news? I make that easily 75-80% of the entire global auto market!!

Messages welcomed!! Not sure there's much that can be done to suppress Russia!! Poor diplomatic efforts to curtail his aggression is the most annoying part. Boris the buffoon has been too caught up in dealings with internal politics and vanity preservation and as a result has totally taken his eye off the ball!!

Look after yourself all! Easuer said than done to switch off the screens and I for one struggle to do so! Remember - we have no debt, we are market leaders, we are swimming in a sea of RFQ's (no one else for OEMs to really go to), we are well funded for 18months+ and we're finally realising contracts in the aviation world.

I think the majority would be happy with a 10 bagger and its extremely possible. One or two more big wins and we will be on our way

We know there's auto deals to announce and we're surely much closer to getting an aviation deal? Hopefully there's beennfurther tightening of the purse strings and we could be that much closer to breakeven. Usually in the days leading up to results we see a nice rise in the sp, so fingers crossed.