Member Info for Horzabora

….don't tell me, another repetitive moan from ibs aka StuT about aftermarket share. No matter how many times it is explained to them they still like to churn out the same deranged moan. I do feel for their sanity.

Anyway, moving on…

Any ideas about who the recent Magna win is for? I’m thinking NOT a VW extension - merely because in releases up to now they always refer to VW as a ‘German OEM’ as opposed to ‘European’

CB of ‘Understanding DMS’ seems to think it is an entire platform win - so the numbers will be huge.

Exciting Times Ahead!

…you’d have to think that today might be the last chance to buy sub 6p, let alone sub 5p.

Presume the Valeo truck win will be RNS’d possibly next week - and it is clear the Japanese ADP looks like resulting in a contract. Not to mention every chance the CLN will be resolved any day.

Exciting Times Ahead!

The closest offices to that address in terms of HQ are Honda, although Mitsubishi themselves are not far away either….

Exciting Times Ahead!

Not long before we get an update on the Japanese ADP that was announced last year….should be with us any time in the next 8 weeks….

Exciting Times Ahead!

…with further catalysts to come

Presumably IBS would have updated you already as they like to keep track….yearly uptrend continues at 109%

Check out the proactive interview to remind us of good news to come.

Exciting Times Ahead!

Green blobs disappear when the sp rises…they are only after fear sellers for their clients…

….to get in before the May KPIs….?

Exciting Times Ahead!

All ‘expected volume’ projections have consistently stated ‘excluding China’

Since Magna alone have stated they expect millions of units annually of their mirror that would make up for the difference

Let alone what Valeo might be planning in China….

Probably the idiot claiming they sold out ages ago at the peak….ISA Phoney is it? Or isb? Green them now and do yourselves a favour

Always a huge rise after dereampers overtake this board.

News incoming

A rare opportunity for massive profits

Indeed - with massive returns possible

Magna DMS Mirror sales in China expected to reach millions of units annually.

(Note China sales not included in current SEE projections)

https://www.magna.com/stories/news-press-release/2025/magna-ramps-up-driver-and-occupant-monitoring-system-deployment-in-china-with-germany-based-oem

Get your heads out of your nappies and have a look what’s going on in the world - and yes, we are still in an uptrend.

47% up over the last year and only going one way over the long term

3 months in since that was launched - not long before we see the first commercialisation of that product me thinks.

Exciting Times Ahead ! (Regardless of sp)

Japanese ADP coming to an end soon - can’t wait for the finalisation of that particular contract.

Exciting Times Ahead! (regardless of SP)

What a partner to have!

To add to the many.

Who would want to be acting alone in this industry. Oh, that’ll be SMARTEYE and TOBII good luck to them - I wonder which will fail first?

Exciting Times Ahead (regardless of sp)

Don’t forget, none of the published forecasts include China.

That will be the China that Magna is producing mirrors for in the region of “multiple millions per year”

Hmmmmm KPIs - thank goodness for those.

Exciting Times Ahead (regardless of SP)

….not winning any new contracts that’s for sure…. And the longer nobody wins contracts the longer the huge market share majority continues.

This will be shown by the impending quarters KPIs - which incidentally no competitors publish as they do not want to reveal how far they are behind.

Exciting Times Ahead (Regardless of SP)