Member Info for Lewbo18

Subtitles i expect Soul,
Eng Fr, Ger, Aus, LSE, and mute for those that don't want to listen :))

Isb,
You'll be queued up to watch it! :)

Restarts production..from March 13....

Ford paused production of the vehicle as it was beginning to scale production numbers. It said previously it intended to make 150,000 Lightning models by the end of 2023.

Oh well back to the drawing board then :)))

I had posted this last week but for anyone who missed it...

It is useful to have a graphic of the impressive partners SEE actually deal with that we currently know about.

Of course when the likes of Mobileye come out the blue particularly in fleet its a big bonus. Nice to add them along with Shell. Gen3 coming soon...

Had to stop mentioning the car models, too many now and its all getting too frequent.

Note the expanse on the aviation side and Cenkos attribute virtually no value to it at all...... Yet!

The auto values are as we know minimum and at SOP they are susbstantially more. Factor of 3 some say.

Anyway have a good day all.

https://ibb.co/7pn92F6

Phil,
Can't disagree with anything you have said.
And yes it is now time for contracts to be delivered.

Phil
22nd Dec was SEE last win.

Yeah Terrym,
No value attributed by Cipia to this win, no mimimum contract value based on minimum volumes.
A new EV oem starting maybe in 2024. So no mass market.
Very odd that Cipia wont say how much its worth. I expect they beat Seye to this deal.

It was 8% of liquid capital

Had $17m deposited.
Mkt cap $2.87bn

Actually Steve you are right, closer to 3m sold at 6p or less. Those stop losses been taken out.
Anyway back to the helpdesk for you... Loser

Yeah Terrym,
All the stop losses at 6p got taken out by dropping the bid to 5.99.
Then they saw there was another 250k shares at 5.95 they could get
Dropped it for a second and then moved the bid up to 6.23p......

All the while would take large orders, strange? I dont think so.

Place your orders here..

Yeah 16 sells at 6.0 or below took out 2.8m shares - biggest of which was 600k. Then bid moves up to 6.23 in quick time.

Thats the market for you.

There was 2.8m shares sold at 6.0 or below - stop losses anyone~???

Yeah Seepee
It is useful to have a graphic of the impressive partners SEE actually deal with that we currently know about.

Of course when the likes of Mobileye come out the blue particularly in fleet its a big bonus. Nice to add them along with Shell. Gen3 coming soon...

Had to stop mentioning the car models, too many now and its all getting too frequent.

Note the expanse on the aviation side and Cenkos attribute virtually no value to it at all...... Yet!

The auto values are as we know minimum and at SOP they are susbstantially more. Factor of 3 some say.

Anyway have a good day all.

https://ibb.co/7pn92F6

Have removed the car models as there are just to many coming out now to have an accurate picture, but added the 160 distinct model wins to date. Note also that these are minimum values and are substantially below SOP.

Added in Shell and Mobileye in fleet.

Indie Semicon and Ambarella /Autobrains and Analog Devices.

Note the whole of aviation is upside.

As usual if you dont like anything on it - print it out and do one!

https://ibb.co/7pn92F6

Fully funded to profitability by that Magna deal, still amazing how SEE structured that deal.
BMW kicking off mass production now, VW mass production early 2024.
GM and Merc going well, Ford - well ramping up capacity!

S2030 I did listen to Martin and yes you are right he said it was dependent on the large contract (VW).

But for some reason you made up your own production dates...

"This program covers an expansive number of vehicle models with mass production scheduled from early 2024"

The company say B/E is 2024. I guess they probably should have a better idea than Cenkos or randoms on a BB.

Cal year or Fin year?

Cal year 2024 starts in 9 months.
Fin year 2024 starts in 4 months.

Turns up again!
You forgot..... I want these transactions called something else!! Priceless LoL...

CFO knows you know....

So one of the main responsibilities of the CFO is to analyse the data and produce financial projections. He knows......