Member Info for isb1974

Johnny - how long have you been a shareholder?

Just because McBullsh*t says something it doesn't mean it's true.

As Baxter has pointed out he has history of saying no fundraise needed and then going ahead and doing one.

'SP recovering' - thanks for making me laugh today bloo I needed that.

The SP goes down by over 15% and the next day it goes back up by less than 1% and you claim the SP is recovering.

Double this price by the end of the year - what back to 6p! Whoopy do

That's a bit of a pullback from what you have spouted before. Perhaps you need to talk to that make believe son again to convince you that this share is going to the moon on that rocket.

That's one hell of a sale.

Probably had bought in during those days of 1.5p and thought I'm taking 100% profit before that disappears down the toilet

As I said this morning any rise in the future will see others doing the same unless this business starts delivering financially rather than just verbally

Billions?

Maps you have officially replaced seeing20-20 as the most delusional ramper on this board

Why move on to start talking about robotics when the company haven't even delivered in auto and fleet when apparently they had first mover advantage in those markets as well.

Just like the first mover advantage in the mirror I'm sure people will catch us up in 3d and robotics

Yes a lot hinges on the next 6 months and delivery, I hope for everyones investments it actually does happen

Still disappointed to hear them talk about 6,000 gen3 units per QTR when the addressable market is so large in the EU and only two months ago Paul talked about the US win having tens of thousands unit potential.

Perhaps they might surprise me in the next 3 months with an extension to the 1,100 units so far from that US fleet win and who knows that large EU fleet deal they muted in October last year. I'm still confused as to whether that EU fleet commercial agreement is the 18,000 unit 6 week fleet trial from last summer or in addition to that 18,000 trial

Unfortunately Nav_mike there is at least a scenario where 1.5p could happen.

We have already been told not to expect any contracts in auto in the near to mid term as everything has been delayed

The silence on guardian is frightening given we are six months away from 330,000 trucks, vans and coaches needing this kind of tech every year. Someone must have won that business whilst SEE continue desperately on social media to entice customers in to use guardian

So for the next 3 months until the next set of kpi's I don't expect much at all, so this will lead to another SP drift

Then I don't believe the Magna loan is going to end well at all so another drop could easily come then after the drift has happened

The only positive news on the horizon will be in the August trading update if they do announce a positive H2 but for that to happen they need to stop spending $3m a month.

Between now and August the SP could easily get back down to 1.5p

Nav it's not joy it's absolute anger as my investment goes through the floor

Anger at myself for not selling at 6p at the beginning of Jan, but why didn't I...

Well because my target was 12p based on what PM and Ive have told us over the last 18 months or so.

Only 5 months ago we were told again that;

cash burn was down to $1m a month

A large number of auto RFQs substantial in size were coming 50% before Xmas and 50% in the first few months of 2026

Mirror location was 25% of those rfqs

Two large fleet contracts were in the final commercial stages

All have turned out to be lies and that's on top of all the previous lies which I can't be bothered to repeat, such as the huge aviation contract in the now famous Italian presentation

How after everything they have said can they announce today that turnover is down on 2025 when we are 6 months away from legislation and cash burn is more like $3m a month

Over the years my target price has reduced from 30p to 20p to 12p and now it's down even lower

I am fuming with myself for being sucked in and believing the hype and my way of coping is to take vent my anger, which you are interpreting as joy.

I can assure you it's far from joy and I wish I had never heard about this share and listened to a word PM has said

I can't sell now unless I want to make a huge loss so I am stuck here in the hope that the next 6 months will deliver what they and people like Colin, safestocks, maps and seeing2020 keep spouting, but I am struggling to believe now due to the continual let downs

I'm just hoping I can get out at my breakeven and I would imagine many people are the same which is why the SP will always struggle now. Any sign of upward movement, people will bail as soon as they can

I think it could double from 1.5p to 3p!

Unbelievable - what price will the share issue be? 1.5p

Heathcliff you forgot the sign off!

Good times ahead (regardless of the SP)

Where's Maps? I see seeing2020 has had a pathetic attempt at positive spin this morning by stating we have $17m cash

That should last us 5 months given the new $3m a month burn compared to the many times quoted $1m a month.

We have got the bigger shafting yet to come with this Magna loan due.

Absolutely dire and we are certainly never seeing 6p again let alone 10p

It's not revelling it's pure anger at PM and Ive for bullsh*tting and lying for all these years!

Come on Baxter - we all know that Aspers boy doesn't work in the industry - he probably doesn't even exist outside Aspers head

Forecast for the year was 80-95m I believe - that's delusiom!

I thought they had got costs down to $1m a month - $19m in 6 f##king months

How on earth did they hit cash breakeven in December?

The SP is getting hammered today

3p incoming with more dilution to pay that Magna loan

What a deal that was with Magna!

As for the incumbency point, it didn't work out for us with BMW did it.

If BMW can switch so quickly why can't others?

Interesting that all the focus was on auto.

We have all known that the RFqs are for 2028 and have been told that the existing contracts will deliver circa 2m vehicles a QTR until 2028 starting in the next 6 months

However the delay in RFQs isn't meaningless - the quicker we get them the quicker our order book goes up which can only be an added benefit on top of the existing contracts when it comes to bids for the company.

However I get it's out of their hands and it's good to see he didn't make another prediction of when they will be - although he did say numerous and significant again.

I was disappointed being under 600k this QTR but if they get to 2m in two qtrs time as they have predicted then all will be good

My concern though is fleet - didn't touch on it at all even though starting in 6 months time 330,000 fleet vehicles a year will need this tech, where is the order book for that - what are the big truck, bus and coach companies doing - we surely need more insight on this because at the moment 3,000 units a QTR is pathetic especially as a lot of that is probably coming from non European countries

With Magna we have a $60 loan to repay, has it been a success? Has the VW deal given us $60m in revenue yet?

On Mitsu - what has that delivered financially so far - we are being told it's great and we were told it was going to be short term wins but what contracts have been won directly because of the Mitsu tie up?

Again agree on the 3m china vehicles but still yet to be delivered. When it's delivered is when they should get credit.

Aviation is a classic example of this - where is the contract for 330 planes and 30 flight Sims?