Member Info for isb1974

Why? So he can lie some more?

The simple fact is that nothing matters now except delivering on what he has implied/promised.

Starting with things like the European Gen3 contract that was supposed to be announced by end of 2025.

The Japanese auto OEM that everyone got excited about even though it was just a collaboration, but supposedly will be a contract in early 2026

An update on further orders from the US fleet contract - why state they have tens of thousands of vehicles if you are not going to get more than 1,000

Some more auto contracts for the mirror - as this was supposed to be dominating most RFQs yet we have seen nothing.

He needs to stop talking and deliver contracts instead

The article is complete garbage and it's depressing that 8 people have liked the post about it.

Future, thought you had filtered me in Aug2024?

"ISB makes up so much stuff and tries to say it as fact. Filtered."

Must grate on you that we are 21 months on since then and the SP still hasn't multibagged.

Let's see where we are in the next 21 months, less than 8p is pretty much guaranteed I reckon and ...

...still waiting for US legislation

still waiting for fleet to hit let's say 8,000 a QTR

still waiting for anything on aviation, robotics, doorbells,

Still waiting for something new and decent out of Qualcomm, Valeo, magna

Look forward to catching up in early 2028, of course you could just filter me and go and join the telegram group for eternal optimism and delusion

It's just an article off some random website saying what might happen.

There is no such mandate in place for 2027

Any mandate that comes in will not take effect within 6-12 months.

The US is at least 3 years away from any regulation coming into force and I doubt that given they have been talking around it for at least 3 years already.

Our hope is some Japanese wins and some steals of SEYE over the next 2-3 years and that's about it.

Auto has hit a ceiling for now, which if PM is to be believed will be around 8m cars a year, circa $72m a year - which contradicts the supposed order bank of $390m by end of 2028

The potential lies with fleet, with 330.000 vans,trucks,buses,lorries,coaches all needing camera based DMS from July.

Whose supplying them? Where are the contracts PM?

Where is the RFQ for 100,000 vehicles that we were the only one on the RFQ?

Where is the European order you mentioned that was in final commercial negotiations last October due to be announced before the end of 2025?

Where is the follow up order from the US contract who has tens of thousands of vehicles, yet they have only ordered 1,100?

What happend to the 6 week trial for 18,000 vehicles from 10 months ago?

What's happened to the 20+ trials?

What's happening with homeoglobation or whatever it is called? Was that just an excuse to cover for the delays and lack of news?

When will you hit 6,000 a QTR which you originally said would be by end of 2025 to hit cash flow breakeven by Dec25?

Is Gen3 ever going to recoup the development costs?

Double digits of an SP is now just a dream, reality is a market cap of max 350m over the next 2-3 years with an SP of 8p max

I hope no one wasted their hard earned money on that report from chief ramper Branden

Front windshield cameras, so not even DMS. Why post irrelevant things just because PM liked it on LinkedIn

Esc - I think Seize is referring to fleet contracts

David, you really need to listen to the proactive interviews a lot more carefully.

Find the one from 3 weeks ago and go to 15.45 and stop accusing me of making things up

The only people making things up are the rampers and PM

I don't believe for one minute we will get 1.8m in the KPIs in a couple of weeks time but PM does

I will hold my hands up though he said 3 to 4 times not 3 to 5

If I remember rightly we did just under 600k in December QTR so 3x that and it gets you 1.8m

I'd be surprised if we make 1m though

I'm sure in a recent proactive interview PM said the next two kpi's will be between 3 and 5 times larger than the last QTR.

Therefore I'm expecting 1.8m otherwise PM will be shown to not have a clue again which given this close to legislation will be embarrassing

Look for positives? - you mean make things up. I'd leave that to PM he does enough of that for everyone - aviation contract for 330 planes anyone?

13 years in this share and I've seen plenty of wild theories and positivity from many like seeing2020 and yet we are still at 3.3p

Another whopping 86 gas powered trucks!

You're going to be extremely disappointed Whatif if you are expecting something like that.

I bet we don't even hear anything about the Japanese OEM project that PM said would turn into a contract before the end of this financial year.

As for fleet forget it - we are still waiting for that European large contract that back in October25 he said was in the final commercial stages - remember at the sametime he said there was a large American one as well - at least that one got finalised - shame it was for only 1,100 though, but then I suppose that is large compared to the crap they are posting on LinkedIn about contracts for less than 100 vehicles.

I sometimes wonder whether SEE have a sales team - if they do I hope they have a decent basic salary and it's not weighted towards commission. I also wonder what they are doing - perhaps there is another cost saving opportunity there?

Why? It's only 100 vehicles

That's 0.0003% of the total EU market opportunity of 300,000 vehicles

This is getting desperate and embarrassing

300,000 vehicles annually and SEE still haven't announced a major contract to supply at least 1% of that.

I want to know how the circa $390m order book made is up when 8m vehicles at $9 each is only $72m

It's been quoted several times most of that 390m will be achieved by the end of 2028.

I don't believe that figure and I don't believe the fleet pipeline rhetoric - the auto RFQs have now been delayed which gives Mobileye a far better chance of winning them when they finally do start again.

Robotics is 5 yrs plus away even though the deluded maps thinks it could be within a year.

Hopefully the increase in auto numbers over the next 3 qtrs will get the SP towards 9-10p and then I'm out

We hear nothing now about Qualcomm and magna anymore and I'm sure Mitsu will go the same way as it's now been over a year and PM said that collaboration was going to bring things in the short term - surprise surprise it hasnt

Absolute waste of an investment, could have got more from savings accounts over the last 14 years

I believe they have a whopping 30 buses

Maps and escovido - you might want to re-think your dismissal of mobileye's DMS now that the god Colin has spoken - he seems impressed

SEE no doubt will lose business to Mobileye, probably more business than they can win

So failing in aviation and fleet and now about to be attacked in auto.

Not looking good at all. Next peak may be the last one to get out on.

10p is an almost impossibility now

Even maps isn't ramping as much either

I'm sure he was expecting more orders from Amazon before the end of March!

Perhaps it's starting to sink in for all the rampers that PM just bullsh*ts about pipelines/trials/RFQs rather than delivering contracts

Anyone taking bets on still less than 5p at Xmas? - i bet the annual guessing game on telegram ranged between 30p and £3 though

The main thing I take from it is that legislation in the US is miles away so how does PM think we are going to end up in 20-30m cars per annum, which contradicted his own charts he presented in February anyway.

8m in Europe is great, but where is the growth coming from.

8m is not going to shift this SP it seems

It's the same old sh*t Seize and has been for more than 2 years.

Yes we are likely to get a ramp up to 8m cars, but at $9 that is only $72m

With no contracts to write home about on fleet, this business will still only be $100m in 24 months time.

That will not move the SP that much - we are years away from 10p unless as you say PM stops talking about pipelines and RFQs and starts announcing contracts which given what has happened over the last 4-5 years is highly unlikely

Jan tomorrow and always will be

Francois, I'd ignore it, just the usual PM rhetoric which as you say is completely different to what he presented a month ago.

PM has a tendency to say things that never materialise, this is just the latest one, together with the ever increasing pipeline that has been getting bigger for years but we never see any of it. Hence why the 6k a QTR keeps getting pushed back.

Looks like your chance of buying in the 1's isn't too far Humster