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Chill, it's not about the value of contracts, it's about being the dominant go to supplier. Who cares about individual contracts when you have the whole sector sewn up. It's about about being the windows of automotive dms/oms.
What an investment, yet another major announcement this week. PM must hate announcing contract wins, last thing he wants is for the OEMs to realise that they are all using the same supplier for the most critical component in their future systems and money generation for next decade. PM boiling those frogs on the way to world DMS/OMS domination. He must be really ****ed that redeye are acknowledging a change in the royal lineage. Chin up PM temperature is up at 80 degrees and they still not worked it out.
A quiet day on here so how about this,
Assume PM will be aiming for the flight margin in these and not auto level margin.
https://www.zerohedge.com/technology/renault-unveils-flying-car-travel-sky-highways
CBs latest tweet sums it up nicely for SEE.
Looks like @MagnaInt is well positioned to dominate #DMS in the mirror. Discussed here???? Qualcomm looks well positioned to dominate digital ****pit & “highway assist”. Mirror needs power optimization, ****pit needs highest possible performance & features.
https://t.co/dfeObL9Z3H
Again, how good is this, just to remind us that SEE are heavily involved in the testing requirents for the tech,
https://www.frontiersin.org/articles/10.3389/fnrgo.2021.786674/full?utm_source=F-NTF&utm_medium=EMLX&utm_campaign=PRD_FEOPS_20170000_ARTICLE
Nothing new, but does just demonstrate the massive benefit from QCOM relationship.
https://uk.advfn.com/stock-market/NASDAQ/QCOM/share-news/Qualcomm-and-BMW-Group-to-Extend-Their-Long-Lastin/86572187
https://twitter.com/semicast_res/status/1456919309452726274?t=Jwuwm41adUPABHf0m_rOuA&s=19
Assume Colin has a few shares tucked away
https://twitter.com/semicast_res/status/1452220641755664394?t=3Cdk_jgfSjE-Je1nXwIIPw&s=19
Interesting solution for QCOM to get the section of the business it requires and allowing the rest to be divided up with other partners, maybe as has been mentioned before the ultimate purchaser for SEE could be an investment house such as SSW.
So Qualcomm it is then £37$ a share
https://www.streetinsider.com/Corporate+News/Qualcomm+%28QCOM%29+And+SSW+Partners+to+Acquire+Veoneer+for+%244.5B+or+%2437sh/19017127.html
QCOM will want to tie in the veoneer kit if they go to Magna. Best way to do that is have a mutual need to collaborate, may force QCOM to take over SEE to hold a big bargaining chip.