Member Info for Lewbo18

S2020
#Priceless #Team300

Yes Chris I agree thats the one that I thought had it in the bag for Aptiv.
Perhaps Aptiv/SEYE had thought they had won it and Veo/SEE took it off them.

Chris, I was convinced FCA Chrysler were Aptiv. But Veo have confirmed 3 and it can only be FCA as the third. Whilst the last presentation was for Q2 I think, the ref to the DMS win was H1 which ties in with our Feb RNS.
They have told me that they will try and make their chart a bit clearer.

Chris, I've contacted Veoneer and they have confirmed that they now have 3 DMS wins. The two we know about in 2018 were we believe Ford and Byton.
The one stated in H1 2019 was i believe FCA Chrysler which SEE confirmed to us in Feb.

Price may have to come down a bit.

https://www.itnews.com.au/news/queensland-debuts-most-advanced-driverless-car-in-oz-529501

No problem Wilson63 and ta Bauchsapt for posting.
I would have hoped to have added another OEM and an Aviation win to it which are both well overdue. Gotta be soon!

Breakeven is not about automotive.
Why focus on oem slowdown when breakeven will be mostly determined by fleet, IP license CAT, and dare I say it aviation and rail.

I'm the first to say i dont really understand economics but if we were selling 30m units a year and there was a recession so that we sold only 25m then yes thats an issue.

The fact we sell not a lot at present is macro a moot point?

Assume a market SEE are not focussed on.

https://www.engadget.com/2019/08/08/facial-recognition-will-catch-sleepy-taxi-drivers-in-russia/

JC, Ken told us that shareholder with 10% can block any takeover. Based on Aussie rules not UK rules.
So it'll need a decent bid to get agreement across the line.

Of course Wilson63, will post weekly for a couple of weeks initially.
Hope to add more if the RNSs start to flow shortly.

Fair point isb, will look at that for the next update. Hopefully it will be soon.

Latest chart.
Usual comments apply,
if you like it use it,
if you disagree use tippex and draw in your own thinking.

I cannot confirm (nor deny) anything on this - it's just an opinion.

https://ibb.co/pK2dP3J

Great interview, in particular i like the reference to oem contracts where Paul says 'more than 8'.
I must have miscounted what we have won somehow?

Paul on ********** interview - get it from twitter.

Klick, really beefing up the legal and contract knowledge side of the business. Must be expecting a lot of work in this area coming.

JC, think thats the wrong one.?

https://www.antennagroup.com/about/antenna

Whatif, great article on L3. Numpty rightly points out they suggest in planes could be the next step.

Daddypiig, agree with your analysis. This could be significant.

Colin saying it like it is...

https://www.eetimes.com/author.asp?section_id=36&doc_id=1334961