Member Info for Lostinfrance

I bet your thé soûl of the party every Xmas.

Out of their control.

It could start any day , it may be January.

As it’s been said before if your not happy invest elsewhere.

Always same ones, probably not even invested .

Majorem,

Seye can undercut our price but the OEM will have extra costs fitting cameras into the dash,2 cameras for occupant monitoring.

You have to remember that the OEM will have a far superior system and cheaper if they go for the Magna mirror solution.

I understand no one’s happy here waiting but I can only think that a lot of OEM s are going down the Magna route and we are just waiting for the RNS,s to land.

It says only institutional access, contact research tree.

Anything you can tell us here?

You didn’t post your article, and after only 5 posts are here to try to lower the price again.

Just because they sold their stake only means they have other opportunities elsewhere which they feel offer great gains for them.

After reading this, do you think the next RFQ,s are pushing into OMS more than just driver monitoring? I belive it said rapidly expanding, with all the extras some OEM,s are requesting is it more for occupant monitoring, seeing machines pushing the mandates by working with the EU, USA regularly bodies.

How are the competition doing at occupant monitoring? With the cutting of staff at smart eye I don’t belive they have the man power to do this with all the extras being requested.

It looks like the OEM’s are trying to cut costs by using the monitoring system to save on using sensors on things like seatbelts.

Are you guys Just traders, you only post once the price looks like it’s going down to try to get it going faster.

If you were really investors and believed in the company you would be taking this as positive same as all the directors buys over the last year.

You can’t make things go up when you want them too, with all the good news it will eventually break the recent pattern, really get tired of some of the rubbish you repeat every few weeks.

Once VW and many more new models start production in 2024 the numbers will ramp up a lot quicker.

The contract is small but a lot more on the way.

Seize, we need to remember that nobody else has won any decent contracts in the last year.

2 nd point we are miles ahead with a list of extras the OEM’s are calling for.

3 rd point the cheapest, easiest method of installing a DNS is in the mirror.

If we get to Xmas and no announcements perhaps we can moan ( not mentioning any names) but in Paul’s words expect a lot of RFQ’s to be announced this quarter.

Why don’t you move on if you feel that way?

Brock 20% growth quater on quater is 437 k units sold the last quater of this year. It’s really ramping up

Brock, 20% on 211 k now would be 253 k just after the first quarter alone , your knocking it again as usual

Great posts Horz , keep it up👍

Just looking at the early GM RNS and Stellantis they are both quite small if they are for around 6 years production. I imagine we are either going to beat those figures by a decent percentage or we get larger RNS announcements with DMS and OMS for a later start date 2025/6 no doubt.

Magna will certainly have some decent contracts for us to announce at some stage.

I imagine paul knows what we have won which isn’t announced yet. I expect they have been working on these contracts for a while too.

It’s good to see others winning but I think the smaller contracts are easier to get passed quicker and the larger ones will take longer. With what Paul has said we won’t have long to wait.

I think since 2020 we can accept that they were not in control, covid, supply shortages.

It looked like 1 billion RFQ’s shortly at one point but once Magna mirror became a cheaper option everything started again.

From the last proactive video it’s the same contracts us and smart eye are waiting for. He may be right this quarter but it may drift again. I think we need to accept that.

With the numbers really ramping up from now onwards, if our SP stays the same we will be massively underpriced and could expect that takeover which has been talked about too.

I don’t agree that they don’t come true.

I belive they do but not in the time frames that people expect.

Timeframes are out of Paul’s control, and however much people winge about them it doesn’t make any difference.

Shares are a long term investment if you don’t like that invest in the nationwide.

Brock, you deliberately took into account cars that were already in production not the cars coming into production which I mentioned and several others today. Which will ramp up this figure enormously over the year and become a a greater % rise each quarter.

You seem to find a negative in everything.

Regardless of all the new models going into production in 2024 which will have an enormous effect on numbers of cars on the road.

Just with what’s already in production with 23% growth each quarter the numbers are really ramping in during 2024. It would look like this.

211,325 cars 31 June at 23% growth each quarter.

+48604 = 259929. 30 September 23

+59783 = 319712. 30 December 23

+73533 = 393245. 30 march 2024

+90446 = 483691. 31 June 2024

1,456,577 10$ each= 14.565.770 top line.

That’s nothing to complain about in my view and I’m happy waiting.

On top of that the new launches, generation 3 , I expect before the EU laws take effect hopefully quicker.

Aviation looking more likely in the next 12 months too.