Member Info for isb1974

Haven't they just announced a 1.5m deal for BDMS - I would imagine that's for waymo expanding into London

Needs contract news next week I feel, followed by good KPIs the following week.

Let's face it PM did talk about a substantial number of RFQs with 50% possibly coming before Xmas

The fact he said a QTR were for the mirror location I would have thought that would be at least 2 therefore meaning the total number of RFQs wlll be at least 8, meaning 4 before Xmas.

Then we have the closing commercial negotiations in fleet with a large US based customer and European customer. Surely they will be complete by Xmas.

With only 9 weeks left to Xmas and no doubt nothing in the last 1-2 weeks before Xmas we are looking at a lot of news potentially in the next 7 weeks.

Please don't let us down again PM!

Agree crocqman does feel different this time

Just a bit of a swing today after looking promising at 3.60 - hence my sudden drop comment

Good point whatif - I forgot about adding on non European

Fingers crossed it happens then - it's about time something comes true

So 13m vehicles per annum and a tier 2 has 50% share - although I believe that tier 2 has said it's more likely to be 35%

But let's say 50% which will be 6.5m vehicles.

Now I'm sure that tier 2 has stated that kpi's will be 2m per QTR mid 2026.

Doesn't 2m per QTR mean 8m vehicles per annum? But that would mean more like 60% market share?

I find it hard to believe anything at the moment. I can even see us getting to Xmas with no fleet or auto wins.

Let's hope today's sudden fall in the SP isn't the start of the slide back to the 2's that's happened so many times before.

Will SEE deliver an RNS tomorrow? I doubt it

Didn't people think that was Honda at the time?

Would prefer Toyota so fingers crossed

Do you not think if it was we would have had an RNS announcing a Japanese design win/contract by now as surely that would materially effect the company?

I'm sure someone else announced a Japanese win

So was this the big news Colin was referring to from Magna in October?

Plus it's only mandated in europe so that limits the opportunity as quite clearly OEMs are really only putting this in because they are being forced to.

We need America to get a move on with their legislation

Then I'd like to think confirmation of breakeven, good kpi's in Feb showing further growth and more auto wins and fleet wins before April next year as PM has implied then the SP could be nearer to 15p

Then someone buys us for circa 25p in autumn next year after reasonable end of year results showing a small loss at worst

If PM delivers what he has said before Xmas ie at least one large auto contract and potentially two large fleet contracts ie shell and another I would expect this share price to be 7p by Xmas especially if the Nov kpi's show good growth and they reiterate breakeven again at the same time as the kpi's

Well said NAV_Mike

Well if that's anything like our collaboration with Samsung it's nothing to worry about!

He also didn't say how many - so it could be 4 meaning 2 before Xmas and 2 after and a 50% success rate would mean 1 win for SEE before Xmas and one after.

1/4 for the mirror could therefore just be 1 RFQ

And of course he has said this a million times so my guess is the ones before Xmas will get pushed back except for the mirror location one which I imagine will be with the Magna gen 2 announcement

Knowing our luck that will just turn out to be VW moving onto gen2 rather than a new customer

This kind of sh*t write up doesn't help though.

Let's hope Fridays rise was because there is some big news coming this week along the lines of Magna gen 2 with a whopping 100m contract attached to it.

I know unreadable tosh - like last Thursday when someone said the SP was going to fly through 3p!

.....that spike in the SP didn't last long, guess it will go back down to 2.4/2.5 until the next bit of news which will take it back to 2.8 again.

Rinse and repeat

Yes of course there is a good chance of this being under 10p by June next year.

Even with major contract wins it still might be - after all the huge VW deal was announced when the SP was near 11p

Since then we have also had other news that hasn't moved the dial.

If I'm not mistaken by the end of FY 2026 the financials will still say FY26 was a loss making year and the magna loan will only be 3 months away.

I doubt we would have even had a QTR KPI breaking 1m by then either

6m cars per QTR! What a legend

Vans and trucks is where the opportunity is but hey we are getting excited by that huge bus market

https://www.acea.auto/cv-registrations/new-commercial-vehicle-registrations-vans-14-6-trucks-16-3-buses-19-4-in-2023/