Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Bottom of page 6:
In 2020, the most important driver for Veoneer’s business is new customer and technology launches. For the top 15 launches we see no cancellations of projects, however approximately half have been postponed by up to one quarter while the rest remain on track, or actually even slightly ahead of schedule. The exact volumes and consumer take rates are hard to predict at this point in time.
so, we vote to give ourselves an additional £4 distributable funds and the sp goes down
Surprised no one picked up on:
As the Australian Financial Year draws to a close, Seeing Machines will reset its financial calendar for FY2020 results and beyond. This will be published following the company’s board meeting in June. It will also be posted to our website. We look forward to updating you with that information.
Thoughts:
1) Seriously, another reset???
2) Reset = downgrade? - but why would they look forward to telling us that?
its part of Redeye's Growth Day:
https://www.redeye.se/newevents/585379/growth-day-1?utm_source=MB&utm_medium=introtext
Lots of companies presenting, and of course Viktor will be promoting SEYE
page 2:
"VW win
The Volkswagen procurement will be finished imminently. Volkswagen sells
almost 11 million vehicles per year and is the World's second largest car OEM
(second only to Toyota), meaning significant catalyst potential if Smart Eye
would win Volkswagen".
.. Well thats what SEYE say.
"The Volkswagen procurement will be finished imminently. Volkswagen sells
almost 11 million vehicles per year and is the World's second largest car OEM
(second only to Toyota), meaning significant catalyst potential *for whoever*
would win Volkswagen".
*amended for the purposes of this post*
https://res.cloudinary.com/redeye/image/upload/v1590556880/growth-day-pdfs/2.2_smart-eye-20200526221055.pdf
The question is, is that a Paul McG definition of imminent or the rest of us definition of imminent!
https://www.redeye.se/research/787135/smart-eye-dms-is-the-last-thing-oems-cut-back-on?utm_source=note&utm_medium=email
Thank you Viktor!
Its a very illiquid stock and...
https://www.investegate.co.uk/ocean-outdoor-ltd--oout-/rns/-35m-debt-financing-and-2019-results-reporting/202005290700072929O/
All you need to know:
"We see today’s announcement as positive for shareholders as, despite an
expected small reduction in revenues for FY20 in the range of A$3m, we expect the additional
cost reductions to more than offset this, leading to upside to expectations in terms of cash. We
iterate our Buy recommendation and 7.0p price target."
https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/SEE/14544885.html
Taken from Linkedin page:
https://www.linkedin.com/in/michael-brown-a1411936/
Volantis Capital was acquired by Lombard Odier Asset Management in order to grow their alternatives platform. 1798 Volantis (a team of 9 with 6 investment managers) invests c£1bn in UK listed and unlisted companies through both equity and debt. As a team, we sometimes take large holdings (up to 29.9%) and this lends itself to also taking board seats as part of our stewardship, active engagement and value creation approach.
It seems a normal part of their strategy
https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/SEE/14539490.html
Eyesight are working with Samsung.. not sure about Hyundai Mobis...
https://www.prnewswire.com/news-releases/eyesight-teams-up-with-samsung-on-driver-monitoring-system-300774061.html