RE: Oh dear - Pinocchio's nose at extreme lengths03 Sep 2021 16:10
"nothing wrong with project..."
There is something wrong with the project Rob.
1/ it is in Ethiopia 2/ it is being exploited by a junior with little expertise or funding. 3/ the funding required is very significant 4/ the lead promoter(HAA) has assembled three consortia so far which have failed to come to fruition.
Seems a very well thought out and well planned strategy. Presentation sounded honest and not wishing to overpromise. Hope we are not being duped but with the twin pieces of good luck - higher coke prices and increasing gold ozs- the potential is significant.....
RE: Ford doubles F150 lightning production24 Aug 2021 21:37
I made a very simple point that the Electric F-150 Lightning would cannibalise some of the non-electric F-150 Sales.
So even if they (F-150 Lightning) sales doubled or quadrupled it would not mean SEE DMS sales would do likewise which was the impression being generated.
I am delighted SEE DMS sales are increasing, I am delighted vehicles with SEE DMS in them are multiplying whether RNS'ed or not.
I just have an aversion to exaggeration. (You may recall it was I who pointed out that not all F-150's would have SEE DMS when people were throwing out numbers around 700k a year even though Ford themselves were quoting 100k DMS units in the first twelve months.)
They have not even got conditional approvals from 37% of the "proposed" funding sources. And no Committed funding.
After five + years of "negotiations".
They are as far away as ever.
"Advanced conditional approvals, which have already been received, account for c.63% of the US$356 million aggregated funding sources and the remaining c.37% (c.US$131 million) is expected to come from existing identified parties working alongside those who have already resolved their conditional approval..."
My understanding is that SEE DMS may be added to Snapdragon 3 as an optional extra at any time over the past year or so.
SEE DMS/OMS is embedded in Snapdragon 4 (may or may not be activated based on OEM requirement). The timelines for Snapdragon 4 were laid out as follows :
"The new digital ****pit platforms will target start of production (SOP) in 2022. The broad automotive ecosystem can evaluate, demonstrate and develop solutions with the 4th Generation Qualcomm® Snapdragon™ Automotive Development Platform (ADP), which is expected to be available in the second quarter of 2021 (Q2’21). "