Member Info for Lewbo18

Brilliant, sensible and measured paper by Colin.

is this the first.....

https://www.bmwblog.com/2021/05/13/bmw-ix-seen-for-the-first-time-in-black/

DETROIT – Ford Motor said Thursday it has launched the technology to make significant remote upgrades to its cars and trucks, and it plans to roll it out to 33 million vehicles by 2028.

https://www.cnbc.com/amp/2021/05/13/ford-plans-over-the-air-tech-upgrades-to-millions-of-cars-like-tesla.html

I'm sure I've seen SEE ads for some time now from Melbourne. Co-location of workplaces has been fast-tracked by Covid and it helps to increase the pool of talent from other Aus major cities.

Perhaps Smarteye think it was a weakness in their strategy. Who knows.

Remember it was Redeye who coined the phrase "If you can make it at BMW – you can make it anywhere"

Martin has done many public presentations talking about incumbency and how once you are in you are in..

Then Seye lost BMW to SEE ...and keep an eye out for BMW mid term car refreshes...

Colin did think EQS was Smarteye.
S Class is deffo SEE, EQS is SEE imho....

What's Colin mean?

In 2021 let’s watch @Ford Blue Cruise (F150,Mach E), @BMW iDrive 8 (iX,i4) & @Jeep Active Driving Assist (Grand Cherokee) for state-of-the-art DMS & we can review how effective the tech is at mitigating predictable abuse & mode confusion. cc: @MikeWayland

https://twitter.com/semicast_res/status/1390946046608560128?s=19

bsb, and its good to see smaller funds getting involved at these low prices.

This morning's news shows us that 11.35p is considered a good buy in price.

Buysellbuy -
I am aware that Seven Canyons World Innovators Fund Institutional Class bought over 19.3m shares and
Strategic Advisers Small-Mid Cap Fund bought about 7.2m shares.

Not massive amounts but all adds up to reduce the free float.

I've never seen a Smarteye presentation by Martin so downbeat. Not like him.

Seems F150 and Mustang Mach-E are getting priority in chip shortage....

CEO Mary Barra wouldn’t say how much production she expects to lose to the chip shortage. But she said purchasing, manufacturing, engineering and sales teams are working to divert the chips from cars and smaller SUVs to full-size pickup trucks, big SUVs and new electric vehicles.

https://apnews.com/article/technology-health-coronavirus-pandemic-business-cfa12917ef9fd92e0ea8dd607b4e18f4

So this currently is Smarteye in the X5 but as the refresh happens BMW move to SEE. My understanding is there may be more refreshes coming our way...

At 11p , shouldn't take much news to break resistance and then how high it can go.. well lets see.

Good article that, includes the main players and SEE get a good mention of not only auto but fleet as well.

Sell at 15p? what idiot thought people would sell out at that.....

depends what you ask. I've asked general questions and got answered.

If you ask when's the toyota rns coming, i doubt you'll get a reply.

1m22s looks like DMS just above steering wheel

https://youtu.be/nxV2CbN1Cxo

Ford To Sell EVs In China Directly, Opens Pre-Orders For Mach-E

https://insideevs.com/news/501271/ford-china-direct-sales-mache/

Charts aren't my thing but yes RSI is only one indicator.
The RSI went over 70 in Dec and stayed over during the big rise, even hitting 90.

Traders will of course be looking for signs but I'm not sure SEE is one to play with as news could land anytime and II's could buy. But people can decide themselves of course.