Member Info for Lewbo18

Brock, i think the expectation is that full year will exceed expectations.
As you rightly pointed out its about revenue and Cenkos to get to SEEs year end target have stated they have based their fleet revenue on LESS than the company target of 27k lower value. So IF SEE hit target min 27k revenue according to Cenkos will be higher. And as you say that ignores the potential A$4m savings in FY20.

#5.5k per half year.

Brock, you say you are nervous about fleet numbers in the next upgrade so i aasume you mean H1 in Jan.
SEE havent given expectations for H1 just FY20 so what target numbers do you expect against what you think the unknown target is? Or are you assuming 4.5K per Half year?
I expect H2 to be much better than H1 but I'd be keen to know what you think H1 will get.

Spot on with the 2019 awards S2020.
Thanks to all those that have contributed research over the year. All awards this year were deservedly won.

I see one of the filtershorters has spoken but since he's in the bin who cares!
CES is a couple of weeks away and i expect we may be in Veoneer, Bosch, BMW, Merc, Conti.
Also remember the GM Escalade reveal is 4th Feb.
Also Paul is in NY the week after CES. Perhaps doing the initial interview with our new US broker.

I wont mention avaiation or breakeven, we know its coming.

Anyway have a good xmas to all, even the filter boys deserve a coldmincepie and to havagooderday.

Looks like it's trying to be everything to all people.
Push steering wheel forward to brake and pull forward to accelerate.

https://www.motor1.com/news/388962/honda-concept-car-ces/amp

CfShort is in my filter bin, but enjoying the responses from others to his drivel guys..

Tesla.

https://electrek.co/2019/12/17/tesla-nerfing-autopilot-europe-model-s-x-regulations/amp

"Then, from 2018, any and all cars sold here will be judged with the same rule book as Euro NCAP, whether they’re sold in Europe or not."
https://www.caradvice.com.au/318544/ancap-will-adopt-euro-ncap-protocols-in-full-from-2018/

Australia NCAP have now fully aligned with EuroNcap in all their testing. They will therefore require any OEM that sells a car in Australia to have DMS if they want to get extra points towards a 5* star rating from 2022.

Asia sells a lot of cars to Australia ...

Top 4-selling new car brands in Australia: 2018 are Toyota, Mazda, Hyundai, Mitsubishi..... Clocks ticking

I agree Glandore,
Rail is a mystery and has gone quiet but there is guaranteed income for the next couple of years based on what Progress have to pay us as part of their agreement (in the Cenkos figures).

Fleet was a mess - and we expect it is now fixed - I guess "fixed" is under control and where in reality it should have been - the figures that the previous head of fleet when it messed up (Paul Angeletos I think) were just pie in the sky and it came crashing down. We have been told that fleet is fixed and the half year trading should tell us where it is.

Auto isn't breaking glass for any T2 at the minute - and all seem to be suggesting that the OEMs are busily trying to work out how and when they will put some sort of DMS in to all their vehicles - legislation / requirement in EU is ahead of the rest of the world but not by much I think. ANcap protocols are pretty much word for word based on ENcap as are the timescales. Asia sell a lot of cars in Australia so if they want to sell to Aus and to EU they need to get this sorted.

I guess OEMs are trying to work out is it basic DMS, DMS attached to ADAS or DMS for level 2+/3 that they are to use in any new models going forward. Big headaches for the designers and factory tooling issues.

Glandore
There wasn't legislation EU or EuroNcap back when GM planned for and then released Supercruise and GM needed to see how successful it was before committing to expand it - commercial decision which is fair enough. Why do you think other OEMs wont plan for DMS for the impending legislation and safety classification?

Some commentators suggest that it will be ubiquitous but of course dyor.

From January 1, 2020, new vehicle manufacturers will face new protocols under the Australasian New Car Assessment Program (ANCAP) and its European equivalent, Euro NCAP.
https://www.motoring.com.au/ancap-readies-2020-reality-check-for-car-makers-121977/

Filter is working well Steve mate. Have a good day... Chill

A booth means little. Anyone with a camera and 2 IRs can have a booth. Last year SEE ferried clients to meeting rooms in the Veoneer LiV3 demoing the tech as they drove.

Welcone ANother, this is the first time SEYE will have had a stall at CES. They normally go with 'partners' and indeed had a web page last year which detailed a number of 'partners' but the page quickly disappeared for some reason.
SEE will be there as always, but dont usually have a stall on their own.
For example If you have a look and see if Veoneer will be there with LiV3 or maybe its Liv4 now then see will be there with them in the car as a real demonstration.

Yes a number of SEE bods will be there i assume. I also know Paul will be in New York after CES.

Intend to invest about $51bn between 2020 and 2025 in a range of things including AV.
Nick did mention that Korea is opening up for SEE, whatever that means....

https://www.selfdrivingcars360.com/hyundai-focuses-on-evs-mobility-services-in-52b-investment-plan/

I'd be Jazz then?
Filter working again Ha ha! Must be Steve :)

Ha ha, filters going mad, some boyo has his knickers in a twist.

The 3 horsemen of the apocalypse have been put in the filter bin.
I know they dont care but it makes me smile when i see the green 'this message has been filtered' pop up as when it does one of them is unhappy.... Nice.