Member Info for Lewbo18

Some more sobering comments on Tesla fanboys testing "FSD" using children.

https://twitter.com/semicast_res/status/1559811386368303107?t=E1A94uRqwNnR3V0Y6nKIWg&s=19

Paul also emphasises the additional margin when dealing directly with enterprise customers, presumably like Shell. And significant growth in Europe once supply is sorted and interestingly enough increasing salesforces in other regions, presumably on the European model.
The selling to truck oems directly is interesting.

Glandore, can you let those who aren't attending the meeting what Paul says to you. Thanks.

I guess next up should be an increase in booked business.
We knew there was originally A$1Bn ish at rfq. Since then there has been 4 wins during FY2022 totalling over A$200m. During the year we were told that rfqs had increased so perhaps around A$900m due or overdue waiting for sign off or contract signing of which SEE will win a decent share (could be most/all/50%... Your choice).
Either way booked business could double in short time......

https://www.sharesmagazine.co.uk/news/market/1660572649482239800/seeing-machines-expects-significant-growth-across-its-divisions

Seeing Machines Ltd on Monday announced significant growth in revenue and its order book, as well as a deal to grow its aviation business.

Matml, have to agree.
Auto in 24 models on the road and 90%+ margin and numbers exploding.

Try my best Brock.
Auto neutral... You can find a negative in everything..

Fleet supply is not an issue in 4 months. And sales continue anyway, nothing stops. Shell only starting and the aftermarket business pre order is new, so all good.

Good update.
Auto NRE up indicating future business, very good sign. Movement from NRE to high margin from existing sales, all good

Spending money on staff (presume for a reason) and r&d are good ways to spend money.

Yes, original F150 estimate was 15%+ i think and Mach-E was 75% ish.
We are obsessed with Bluecruise but i expect Ford to implement DMS for standard needs as time goes on like customisation, distraction etc rather than just handover of ADAS

600k on one model alone is massive. Some revenue coming from Ford from here on....

KBW/S7
March
Added some at 90...
Added all the way down to low 80s.

Will kept buying tranches, it's a screaming buy for me down here.

Sp 72p
ITV

Qualifies as an expert I'd say.....

Ah ok Magic you own a ford car which makes you have an insider view. Makes sense.
My understanding is that Ford will have about 200 franchised dealers in the UK by 2025 and not just 1 which you stated.

Hi again Magic,
You say Ford is down 50%, what period ars you referring to?
Also you suggest Rivian but they are down a lot.. Just trying to understand your comments.
Thanks in anticipation

Hi Magic
Can you tell us how much Warren Buffet has invested in Ford and what evidence you have to say he's thinking of exiting.
Thanks in anticipation.

So Magic you say Ford are keeping 1 franchise open in each country. So UK will have 1 Ford outlet?
Where is that coming from?

Hi Magic, haven't seen you around much, it's normal to post links to validate or at least give us some indication of the things you are suggesting is happening so that people can get the full picture.

Qualcomm CFO....

"our design-win pipeline is now greater than $19 billion. So, doing extremely well"

"we're very excited about what's happening in automotive. The industry is, obviously, going through a very significant transformation. And what it requires to enable the transformation is all the technologies that we have created for handsets. So we have a very strong presence in creating chips for cars that connect the car to the cloud, that power the inside of the car, the dashboard, and then also powers the autonomous driving features that are so much in demand in cars going forward."

" we're at the intersection of just completely the transformation of cars that's going on. And we did announce earlier yesterday that we're going to have our first automotive investor day in September, where we'll go into a lot more detail about it."

https://finance.yahoo.com/video/smartphones-still-very-strong-story-143844174.html

Sipps, I know.....