Member Info for buffettology

Ha ha ha logistically challenged!!!

Any sight of this news?! Getting annoying this hype and no news!

Let's hope we have a double whammy again then backed up by more positive news flow

Plus when the world starts 'seeing' the tech in cars. I seem to recall a positive market reaction to it being unveiled in the GM motor!

LinkedIn mention Byton launching this year in China and europe and america next..commentators appear convinced see tech is encorporated!?

Just checking my understanding that EU parliament to rubber stamp legislation this month with NCAP announcements expected October?

Not sure if this implies they are now actively playing in this space more than it suggests we have pending contracts!? Perhaps I'm reading too much into it. Just struggling with the while waiting game for contract announcements!!

I'm assuming there's many on this group that have had some really good investments over the years. I'm very much in my infancy but have been in See for some years adding gradually. Who's got some good stock stories to share?

Idea of timelines anyone?

Be intersting if institutions are adding gradually at these lows in anticipation for a potential rerate based on expected news!?
We wont get to know until they pass the reporting threshold!

Crucial time with all contracts to be announced re oems, ncap detail autumn/winter, update on performance. Missing anything? Sp surely should be double figures by Xmas yeah?

Feel like this may have been tackled before (but not sure I want to rely on out of kilter broker forecasts), what are the revenues looking like for 2020 and 2021? They are modestly made up of automation revenues? Obviously a bulky wedge from aviation would change everything!

Website needs a spot of blusher to sharpen it up! Radical stuff, but who knows, they could even be starting to pay attention to investors comments. But then again, what do we know hey!?

Oh and our economic moat is realised by all

Cashed up until mid 2021
Cash to start flowing in 2020 onwards (oem)
Licensing deals
Legislation driven change so this take the choice element out
Anything missing?

While I’m on the subject, how difficult is it to update the shareholder section? Still has Miton who apparently are totally out! Jesus!

Perhaps this is what’s needed to help to get people sit up and take notice. Be interested to see some data published on the See site around the impact of key contracts. This would no doubt help. Be nice if this covered different geographical locations and videos are always powerful. It always amazes me how a company so far ahead in terms of leading tech, but yet their website could sell the company a little better.
Highly critical this eve!

Thanks Seeing2020. Blooming mind field this stuff!

Would I be right in saying that all or most contracts would have to be announced this year to tie in with timelines for 2022?

Lewbo, throw me some of what you’re smoking!
It’s all part of the master plan to breakeven. Can’t imagine the company saying that they’re only really interested in the post breakeven revenue contribution of auto. I’m rather hoping some dollops of early auto dough support the bigger picture in the short term.