RE: KK on Telegram17 Nov 2020 08:35
TBH I followed the discussion with KK yesterday and can draw no firm conclusions re GM, SEYE or Toyota. Not surprisingly he is using (deliberately ?) vague language and it's all but impossible to be sure if he is referring to SEYE getting some of or all of GM, whether it's for China or US, or any other 'market sensitive' info. Equally it's impossible to tell from the language used (and occasional words replaced by spell checkers, or so it would seem) whether he is referring to 'The ext bog contract' being for us or our competitors. I guess he has to be this vague but the end result, apart from his unique insight into what HAS happened does not really give us any better idea of what's about to happen.
I am disappointed to see that S2020 has made a couple of interesting article posts there this am without copying here though that is his right, of course.