The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
They are listed in 'Tier 1 partners (Suggested by Semicast Research)' on Lewbo's most recent effort.
https://lewboaim.imgbb.com/
According to SImply Wall St. Polar are not in profit. No idea how accurate that is. The only likely candidate I can see is R Griffiths, just because he is almost 20% in profit so one of the few that would make sense?
maybe Polestar too?
"Volvo had unveiled the ‘Concept Recharge‘ in the summer, which is expected to give a preview of the design line-up. However, the production model is also expected to be offered with an optional third row of seats as a seven-seater – the concept only had four individual seats here. This would also be a distinguishing feature of the XC90/Embla from the Polestar 3, which is also to be built in Ridgeville on the same technical basis."
Sad to hear about Roy.
This pubn. seems US centric but I'm not familiar. Good SEE write up.
https://woodlandreport.com/2022/01/driver-monitoring-systems-an-integral-part-of-vehicle-safety/
FWIW I agree with Old Fool re Glandore.
My take on his figures:
Worst case scenario at best and only possible if we had one or more competitors neck and neck on the tech. In that case, OEMs and T2's could play us off against each other and keep chipping away to the bottom. It would appear that the opposite is happening and T2's are being told 'we want the good stuff'. It's all about the moat and I believe ours is wide and deep enough to give us healthy margins.
It's very hard to know when this will pop. I know it WILL pop and I don't want to be out or light when it does so no more clever stuff for me. Just sitting tight. I expect a few more will digest the white paper over the weekend.