Member Info for isb1974

Are you forgetting VW and the Magna mirror - or are you including that in the “other” figure of 17k

I would hope VW is more than 17k for the last 3 months as it started in March so should be ramping up by now

Escovido at 16.20 in the interview

Escovido, didn’t PMG say KPIs to be released at the end of October in his proactive interview last week?

PM wasn't joking when he said the end of Oct - why so late compared to the last two years, which have been mid Oct?

Are they hoping for some news to land before so they have something to talk about and hence giving it as much time as possible for that news to land or are they just delaying rubbish news as long as they can, like profitability has been pushed back into FY 2026.

Or is it because that is when they will have the latest KPI's, which they want to announce at the same time as they are hoping for them to start with a 5 for the qtr.

Guess we will find out in 15 days time.

Why worry about 600 units, when tens of thousands are coming our way! Paul said so again last week along with all those auto wins - by early 2025 apparently so only 6 more months to wait at most.

"What the Rivian win may tell us is that multiple OEMs have already signed contracts for interior cameras located within the rear-view mirror and perhaps even reached start-of-production SoP, with the driver monitoring software awards to be made at a later date."

Colin Barnden ramping at his best!

Absolutely nailed it seeing2030

"I see that our main man in Aftermarket for EMEA has quit and gone elsewhere. Sold sweet fa under his tenure, but now we have a new product, regulatory tailwinds behind us and hundreds of thousands of PO'S it seems a strange time to quit?

Maybe he knew he just couldn't sell it and was missing his annual bonuses."

What research is that then Maps? I hope you are not taking anything that PM or Martin Ive has said as gospel!

I’m sure I’ve seen posts like these last two posts before - oh that’s right I saw them in 2023, 2022 and 2021!

Maps knows nothing he is just ramping ... huge slice of the DMS market .. based on what? all those contract wins they or SEE have announced!??!

So if buying in at 10p was a mistake, Magna made an even bigger one buying in at 11p!

Yes just imagine having bought at say 10p a few years ago and now your investment is more than half what it was, but instead of being negative about how the business is not achieving all the things it said it would you just think oh well nothing to worry about I'll just sell my shares and move on and not bother posting again. Imagine investing £50k and just thinking I'll sell now and lose £25k. Clearly OldFool has money to burn if he thinks that's what people should do.

… another week goes by without any contract in any sector - SEE smashing it!

But we’re winning awards! What more do you want?

It’s amazing that there is silence in all sectors - fancy spending all that time and money developing gen3 which is supposed to be the best thing since sliced bread, yet in its first 9 months getting practically no sales apart from the token few hundred at launch!

And then to cover up the dismal sales by coming out with a new approval they had to get, which has never been mentioned before until now.

I hope the business case for gen3 had a payback of 5 years or more because at this rate it’s going to need it.

Challenger, did you log in with the wrong account this morning to make that post?

It's better than not announcing any like SEE have over the last 4 months

The year of DMS and we have announced one extension in May!, the one before that was November 2023. Approx 20 months away from legislation and contract wins are like rocking horse sh*t for SEE in both Auto and Fleet.

I wonder what cr*p PM is going to come out with in October when they release the final results to explain how poor the contract win rate is.

May have even been late 2022 when he made the statement- can’t remember exactly

Sorry Jolly, that’s not correct - he made the prediction in early 2023 and it was for a market cap with a zero on the end of it, or something along those lines, by Xmas 2024.

I’m afraid you can’t re-write history.

Jolly123 - he didn’t predict 7p - the share price was at 7p when he talked about the market cap having a zero on the end of it by Xmas 2024.

Now we all know he didn’t mean the market cap was going to go from 249m to 250m for example - he was implying a ten fold increase.

Now assuming the number of shares in issue remain the same that would in theory mean a ten fold increase in the SP, hence why people talk about 70p

It was just a ramp by the CEO of epic proportions that will make him look a fool just like all of the other bullsh*t he has come out with over the years.

But hey ho everyone seems to be happy with all the broken promises and just happy to wait an eternity before anything materialises. A lot of investors will probably never see a decent return in their lifetime.