Member Info for Lostinfrance

Happy new year to everybody. Wishing you health, wealth and happiness in 2022.

I think once this pops then it will fly, it’s all guess work as we found out this year so my guess with another 400 million of contracts and fleet racing ahead
46 p at year end. Spike 53.
But I think once it takes off there will be no stopping it as there’s getting less individual investors here now.

Probably best to write why you belive were a good investment, I saw people just saying the name but it doesn’t make people interested the same, with names like Qualcomm, Emirates, Mercedes, bmw it may make a difference.

It keeps people on board so your not having to look for replacements and they are doing a good job, things are moving quickly

Is that suggesting it’s omnivision for the 125 million contract and not magna?

If the ford contract was for 50 million via veneer, was that just the emach and f150?
I don’t think the rest of the range was on that initial contract.
If that’s correct then 125 million doesn’t seem much for all of VW.

With 1.2 billion of RFQ’s is this big enough to be VW considering them and Toyota are the 2 biggest companies.
I’m imagining they could be more than this , just my opinion.

Any reasons that we are this low, I imagine if people are not shopping on the high streets that they will always buy online, I’ve just bought a few last week but may have jumped in too early.

I can’t see them making a bid, they know that if they do Qualcomm will counter bid and have more resources.
I think they took a stake so they have a say and be in the loop with regards to future bids and contracts, it works better for them.
We will stay independent for longer and be another ARM hopefully.

If we get 120 million of contracts from Magna how much will Qualcomm be ?
They have 22 manufacturers i belive using snapdragon.
I imagine we could be talking over 500 million. IMHO

I don’t think anyone should be judged when they decide to sell shares, everyone has different reasons for investing.
I’m currently renting but with a bit of luck will get a property next year, perhaps France but perhaps back in Uk.
Fingers crossed for another good week.

Qualcomm did say they only work with the best that’s why they use seeing machines, so why would they choose anybody else to buy.

I must say you should read the previous write ups on safe stocks at the same time as the latest one.
They are all very positive and we are all sitting here patiently, well nearly.
Qualcomm’s arm was twisted to buy veoneer because they had a offer on the table, perhaps it will take someone else putting a bid in for us which triggers them to bid. A battle between 2 or more players would be most welcome, especially at the prices safestocks speak of.

There was a proactive interview I seem to think 2020 that had a graph showing revenues double every year from auto.

That’s what’s been announced but anything from Qualcomm is extra, I would expect that to be mainly snapdragon 4 in 2024 onwards though.

You’ve worked overtime this weekend Seeing-2020.
Thankyou for your research and inspiration.
Hats off to you.

Fingers crossed, let me know when I can retire.

Thanks for your opinion, so once we know which models/ makes then we can make a educated guess at quantities and royalties, and inform cenkos.

Well done seeing-2020
That makes everyone happy going into the weekend.

Do you see the Qualcomm deal as a big upfront payment or royalties on each chip in each snapdragon platform, or a combination of the 2.

It’s been announced several times that we are automatically embedded in snapdragon 4 so really cenkos should be doing some sums and putting a estimate on those future earnings.

I’m guessing another US. ii investing in us leads us nearer a Nasdaq listing.
I know this discussion has been here before.