Member Info for MrBB

Our SP has been quietly firming up over the last few days & I am sure we are all hoping that positive news will soon be released to justify the increase & hopefully continue the upwards momentum .

In their latest quarterly operational update ERoad had almost 133k users + over 4000 clarity dashcams & they refer to having sold 170 of these in the month since announcing their deal with ourselves.I would expect that our revenue per unit is fairly modest but it provides another very useful avenue for furthering the reputation of Guardian & if Guardian is available to the 133k users our Fleet revenue could increase substantially.They also have a reasonable foothold in the US which they are trying to grow.
In previous years a Fleet update has been released ahead of Results,which could be the case again over the next 3 weeks & our exceeding 8bill km of real data is a milestone worth celebrating , & we should exceed 10 bill in the not too distant future & our data alone will have significant value.

Assuming the Results are ready & have been audited ,they could be published. & any significant news arising subsequently could simply be dealt with by way of a separate announcement ,however material & even if it involved major corporate activity .Unless the corporate activity involved a merger /takeover or possibly another strategic stake being taken by a company whose presence on our share register would be likely to result in an increase in our SP .
Most of us here will be looking for positives ,which will hopefully be endorsed next month

Class action legal case V Plus launched a couple of days ago -delayed reaction.

Hopefully forthcoming Results,Outlook statement & FY22 forecasts will clarify exactly why we are very happy to be invested in company A.
Our recently announced deal with Eroad,while not being as big a headline as Shell, could also be much more significant than expected & help re establish our growth drive in the US.
It will also be interesting to see whether we will discover a tangible reason for the 4 week delay in our Results ( eg another strategic investor climbing aboard, & , if so , hopefully at a premium price )

What a waste of energy for most concerned ,although some will have benefited.Happy to remain a long term holder here ,looking forward to reinstatement of divis next year & further progress with Betmgm.The whole episode has been a mess & does not reflect well on DK or Ent

It will take some time ,but if our new US business is seen to be growing following a substantial increase in the marketing/advertising budget ,our SP will perhaps,at some future point,re rate to reflect that fact

Clearly the word on the street is that this is a great deal , lending substantial credibility to our proposition.My only regret-not being greedier at 8p !

Very positive + growing cash pile (no debt),higher divi than expected ,looking for more bolt on acquisitions,investing in US growth (which could be substantial) & expanding our share dealing service.For those of us long termers here this has been & continues to be a terrific investment

Excellent news today which demonstrates that VLRM is likely to be a major player in this nascent market .

Usual positive rhetoric included in their 3rd quarter results ( to 30/9) published today , resulting in their SP recovering by more than 10%.With view to PMs very positive rhetoric in the half year update ,I expect the positive theme to be continued with our Finals & Outlook next month & I am hoping that the reason for the delay in publishing our results will become very apparent before 24/11 & that it will relate to positive contract news & Safestocks view that Toyota & VW are in the bag will be proven to be correct.I appreciate that we may be closer to being taken over than most of us would have hoped for,ie before our SP has strongly re rated , & I would be very disappointed if we were bought cheaply & would hope we could be in the Mobile Eye ball park before that happened.SP weakness caused by the delayed results may just provide the final chance to buy more shares before the fireworks start,possibly after 5/11 !

Once Guardian is factory fitted & our monitoring services can be switched on over the airways, the monthly monitoring cost may well reduce with view to the massive volumes & why wouldnt owner /operators want further safety features at a low marginal cost & which may reduce their substantial insurance premiums by more than the cost of monitoring (per vehicle).
Drivers of Fleet vehicles drive all day ( & nite) long for a living & our monitoring services are an extremely valuable tool for owners/operators in managing risk.
We currently have a great & growing Fleet business but it is currently at a tiny % of where The Market will be in just a few years & Fleet OEMs, as with Auto, need to be, very soon, building DMS into their tech stacks for inclusion at point of manufacture.

The unlikely event of our winning a contract with Tesla ,(based on previous comments by EM),would be a great PR coup ,further endorsement of our tech ,& would have a positive affect on our SP.We may not be massive fans of Tesla or EM but I wouldn’t mind doing business with them

The Market has always been wary of Plus,perhaps as it is viewed as higher risk than IG ,or perhaps as it is an Israeli company.Apart from the occasional aberration since the IPO ( I first bought shortly after that ) it has reported regularly & generally produced excellent results & pays a very decent dividend.Hopefully we will have exceeded expectations & perhaps news of early success with our recent (modest) US acquisition,which should provide a decent bridgehead for solid growth in the US-which may help improve our rating in future.

We are clearly "in play" & our Board are prepared to consider offers of £28,but not £25-so nothing could be clearer & the remaining issue therefore is will DK,MGM, or indeed anyone come up with an offer of around £28 ( preferably more) in order to acquire us.There remains the possibility that a new 3rd party/parties ( other than DK or MGM) will enter the fray & a bidding war will ensue.I am clearly biased but we must be the most desirable asset in this space ( depending on your views on Flutter) & I am surprised that our SP did not rise to £25 + while the action plays out.Clearly The Market still thinks that there will be no deal-but The Market is not always right .

I agree that the figures were clearly known by end July , as updated to us early in August.
I also agree that it is possible that something substantial is occuring in the background which will , hopefully, have a positive affect on our FY22 projections.That said ,assuming no Audit delays ( which is unlikely) I dont see why FY21 Results could not have been released by end of Oct , as expected, with a further RNS in 3/4 weeks later with whatever additional news may then be due for release.All very intriguing & I am sure we will all be glad to see FY21 Finals & the FY22 outlook statement.

I am all for realistic & pragmatic ,as I would expect to be the case for most of us & particularly we long termers with conviction .However I believe that Fleet retrofit could grow by more than 20%pa following the Eroad & Shell deals alone ,apart from any new deals announced -as long as we have the infrastructure in place to fulfil our orders by having a solid network of installers .J have said many times that I believe there is scope for a transformational change in Fleet prospects once we have signed our first deal with an OEM (either via a T1 ) which would rapidly increase our I stalked base by multiples of 40/50k with massive additional potential from our remote monitoring which could be added on over the airways with no need for installation engineers .
Hopefully an exciting 2 weeks ahead of results & beyond

A$70mill is a fair starting point but I would hope that would prove conservative & be increased as FY22 progresses & more contracts win & Auto vehicles produced .Aviation unlikely to make a material contribution -but you never know
Hopefully our SP will run up ahead of Results, as signalled ,but the outlook will be very positive resulting in a continued re rating

Finals & outlook due within 2 weeks & we have recently received very positive news regarding Fleet & it’s substantial potential in respect of retrofit -which will pale into insignificance once OEMs instal Guardian at point of manufacture in respect of massive potential volume
I would not be surprised if we don’t hear positive news re Auto in respect of won RFQs.
Additionally ,the aviation industry after a torrid 18 months & as The World opens up is going to rapidly expand from its depressed recent levels & substantial investment will be made in pilot training & safety & there must be a decent chance of further positive contract news in this respect -hopefully also sooner rather than later .
For those of us who have been invested for years & believe that we have a market lead in all areas which we are in the process of exploiting ,we have every right to be optimistic about our now short term prospects for exceptional growth & I don’t believe that to be rampastic -just pragmatic .
There are those of us whose glasses are half full & those which are half empty & I know which camp I am in

News will hopefully be forthcoming with Results regarding the funding for the WH acquisition & hopefully our US presence is gaining traction in the rush for market share