Member Info for Escovido

I doubt they can with all the negotiations but hasn't the CFO got enough?

They are currently cash-generating. It's about to grow very fast. What, exactly, do you think is desperate about that?

Patent nonsense and pure book-taking. Close your shorts.

I hear your concerns Phil but SEE are currently and in future cash generating. Not a lot this year.

From Sifel:

"This drives a growing expected FCF yield of 2% in FY26E,

expanding to 8% next year and 15% in FY28E"

"Risky bet on EU reg's"? I think the EU might be offended by that.

Nice to be reminded of that one.

He he! I thought that would elicit some sort of response from our barely literate green blob. Not that I care to read it.

I take little notice of these 'design wins' with no models or numbers. Worded like the SEYE announcements, it probably has about the same chance of actually making SOP.

SEE currently have several led set ups. the single one in the door pillar is seen on Renault/Stellantis (/Nissan?)

Early May.

Well done. So confusing now as I have at least 3 different LED patterns for SEE currently in use.

Just going from memory but wasn't the Renault/SEE one a pair of vertically aligned Leds? This looks like one big, round one.

I liked this post from Pete on Tele G today:

VW CEO on Bloomberg just said their market share is up and they don't see any supply constraints at the moment.

So, Pauls expectation of 35% in the current financial year was prudent as we have exceeded it by 15%. Once again he shows prudence by predicting that will drop to a still perfectly respectable 35% by 2030 but let's see if he can exceed expectations again.

As per snuppets post, treat them as a buy signal.

It seems constant to us but when one enterprising holder plotted a graph of SP/Time with an overlay of #negative posters/time, it showed that the SP would rise after negative posts peaked. Just swing traders, which I have no problem with. It's the fact they make stuff up to 'push the swing' that I find morally lacking.

Fair play to you. Good call.

Talking his short term book. Blocked as nothing to learn.

We no longer have an exclusivity agreement with Magna. Whilst we are fairly sure that tobii are in some Gentex mirrors, Colin Barnden stated that one with a different LED pattern was with SEE, so we may even have won these OEM's from SEYE. As Whatif points out, it's not huge deal in comparison to VW and Ford which are exclusively SEE. I'd like to add that your bi-polar mood adjustment clearly marks you out as a trader looking for the best re entry price because you know in reality, you need to be in , not out.

Actually, though Maps may have some strange ideas, SEE do not pitch for many of the smaller deals. I think the one via Mitsu got through because it's from Mitsu and thus no pitching involved. Also used as a trial run, as stated in the RNS