Member Info for Lewbo18

Redeye didn't say 30, their bear case was 60.
And wasnt the avg after the dilution somewhere in mid /high 30's, cant rem exactly.
Either way look forward to seeing their next financials to see whats left after their bridging loan and expenses are cleared out of the 320m sek they raised.

SEYE are 2 SEK above their SP after their big win in December.
SEYE's finance need volume business now, and their only option is auto, to make it to end 2024 and even then it'll be a major test.

Isb,
Buy Seye then.
They sold their software, not their aftermarket. So lost out on hardware revenue and as they dont do monitoring couldn't cross sell that.
Caught us up??
£11m over 10 years... Ramp up 2026.

Ok Free so you've gone from an Institutional Investor (still don't understand that one) that was a certainty to buy SEE to......"Time will tell".

Seye won a contact in Dec which you mentioned at the time and it was a decent win. You must have missed the SEE win on 22nd Dec. ( which incidentally I forgot about when replying to another PI !!) Shows we are all human LOL

Free,
You said an II would buy SEE cheap. Who did you have in mind that its a certainty?

Freewill, can you explain you believe a buyout is a certainty and why one of our insitutional investors would buy the company.?

He said we were seriously looking at listing but with the Magna deal there is no need for the money now. And he's glad with the way the market is now and it would have taken 40% of managment time up.

He said he wants us to remain independent long enough to see fair value. If we remain independent after 2024 then our two year forecast should show our valuation should really have a zero at the end of it.

But now that finance is not an issue we may look at Nasdaq in a strategic sense. But Lets say in two years time when weve had much more momentum over the next 12 months , depending on what the markets are like, Nasdaq might jump to the top of the list.

So an upfront deal on aviation could land $10m + and recurrent revenues with a long tail. Great business.
Possibly the way this is playing out..... We've a collaboration with Collins since Nov 2021, but assume before that. Collins and SEE are bidding for the large RFQ that was mentioned. Collins are the T1 and we are the T2 as in auto.
Collins win the business as they have the size, capacity and resources to fulfill the contract. SEE sign a license agreement with Collins to fulfill our side.
Hence the RFQ deal could be done, and the license deal can be announced in due course....

Its a great source of information. Well done Aaroon.
It will provide a backdrop of information for what comes out in the next few months and add to the colour.
Anyone invested in SEE should be glad they saw it. Others maybe not so.

Loads of confidence now for shareholders after what we've seen.

The chair of the Italian group was at CMD in London and spent time talking to senior staff. Assume thats where he set up the meet. His credentials are worth looking into.
DYOR of course...

LOL
Fedex could also be in the mix!

https://www.planespotters.net/airline/Federal-Express

American Airlines could be a contender.

The most popular aircraft of the largest fleet globally is the Boeing 737-800. American Airlines has a total of 345 Boeing 737 aircraft in its fleet, 303 are the -800 variant, and the remaining 42 are the newer, more efficient 737 MAX 8. The average age of the -800 models is 12.6 years, while the average for the MAX 8 models is 3.3 years.

Alaska have ordered a lot of 7 series from Boeing and have options on a lot more. Not sure it gets to the numbers Paul states but its a good bulk of It.

So US CMD (just a couple of weeks away) is expected to include our major partners. Perhaps Collins and Magna. Indeed it was mentioned at the London event those two names.
Massive companies happy to stand up in front of US institutional investors and state how important SEE are.
And IF they want a piece of SEE, it'll be in the open market......

He was rather scathing about Conti. It would appear Conti's arrogance meant they would try to do it themselves, but now are shutting down their DMS section.
Missed a trick...

The potential blobs are typing a lot of words today!!
Must be rattled..... Have a good day all... LOL

Mobileye have not had a proper interior monitoring system (if at all).
This is an added benefit to their customers, old and new. Makes sense they will want to push their whole package and gain market share...

Exactly Soul, wonder if Mr Ive has thought of investing... LOL

Soul,
Top of the class...