RE: Ford F series24 Jun 2021 13:43
S7
It will be mandatory in 2024 so I’m guessing those OEM’s will be working on it right about now given timescales in automotive
So when SEE start announcing new wins over the next year together with announcements about new models for Ford, BMW, GM etc then I guess the SP will rise well before it’s actually mandatory.
The pipeline will be there together with interest fuelled in the sector by more news about legislation in EU and USA over the next 12-18 mths.
Good job SEE have the market covered with all the Tier 1’s we have partnered with ie Veeneor, qualcomm and the likes of omnivision and Magna
Aren’t Magna targeting fleet in a big way at point of manufacture- that market might suddenly become very lucrative- hardly a failure
Just buy back in as your window is closing