The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
https://www.veoneer.com/sites/default/files/VNE%20Q3'20%20EC%20slides.pdf
Page 5
Ford F150 - DMS ~ 690K
Wheres the RNS for that?
SEYE probably rose on Victors ramp this morning
https://s3-eu-west-1.amazonaws.com/rdey-cms-prod/app/uploads/2020/10/smart-eye-update-october-2020-pdf1.pdf
Basically SEYE are King of DMS because:
1) "We (Victor) think the CEO statement in Q2 was written in a clearly confident manner, especially considering the humble
nature of the CEO. It did certainly not look like the writings of someone who had just lost his largest battle ever (Volkswagen) – quite the opposite. "
and...
2) "Main competitor, Seeing Machines, also continues its shift to multiple architectures, as opposed to sitting tight with Xilinx in the late, critical RFQ phases. Seeing Machines recently mentioned Japan and Korea as its hottest regions. What are the chances that Seeing Machines would forget to mention Europe if one of its partners had just won a major contract, like Volkswagen, in Q2? Pretty slim, we would argue."
In response to both, 1) perhaps he was humbled because he lost.... 2) Japan and Korea are now the hottest, because we won VW, also we were pretty agnostic before...doubt SEYE will get a contract with Veoneer, but we have probably been working with others for a while... speculation on my part obviously
Video not working for me... used and registered on the link
https://www.investegate.co.uk/north-atlantic-smlr--nas-/rns/half-year-report/202009161611252176Z/
Good to hear the Australian Government extended the Job Keeper allowance.
https://www.abc.net.au/news/2020-09-01/coronavirus-jobkeeper-changes-pass-parliament/12616658
"From September 28, the payment will fall to $1,200 a fortnight (from $1,500), followed by a further drop at the beginning of January 2021 to $1,000."
That'll help our Cash flow
Makes you wonder is Victor was ramping for a capital raise.
His obsession with SEE has been long and colourful. His assertion that SEE inside ownership suggests a very rudimentary understanding of the business, especially when we have LO with 19.98% and VSI @ 12.29%.
Also that ALL procurement's have now been settled seems very optimist when he also suggests there were only 2. There are certainly way more than that still outstanding, VW,Volvo, Toyota & Honda to name a few obvious ones.
Damn, wish I was in APT! :)
Not through Halifax, but I did have to acknowledge it was an investment for sophisticated investors on II.
Perhaps you can invest in GPM using Halifax, less volatile.
https://www.bloomberg.com/news/articles/2020-08-11/softbank-to-create-asset-management-firm-to-buy-public-stocks?srnd=premium-europe
Well, I can make a suggestion of a tech company they should buy into.