focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Two interesting aspects, for me:
Regen Shocks being progressed with help from VW and OEMs . Guident will not manufacture the units. They will licence the tech.
Beep biggest (?) AV manufacturer, are in discussion with Guident now.
https://www.factmr.com/report/regenerative-suspension-system-market
Direct link
V. Interesting
https://twitter.com/UKInvestorMAG/status/1639157669524021248?t=c58KWaePO1o_-5xWbvJ_YQ&s=19
B2B progress:
· Successfully completed comprehensive testing of Microsalt with several major food companies. MicroSalt is at varying stages of progress with these company's respective tasting, procurement, marketing and packaging departments and will keep the market informed of further developments.
And where this is happening is also of major interest. One success already in Europe
Wow
Summary question and answer:
Which regenerative suspension system type is expected to be most widely ?
Electromagnetic regenerative suspension systems are expected to account for 92.1 % of the global market
This is Guident.
This is their patent.
In a market expected to be worth US$643 million by 2025
https://twitter.com/tekcapital/status/1635272049722818568?t=_WiSPr_WqGgEzM_Nbhbu7w&s=19
Largest Asian Supermarket chain in America
Your posting history says it all
https://twitter.com/tekcapital/status/1634991761520234498?t=a9OatzAIH3ZwqLiG030Q5g&s=19
https://www.euronews.com/next/2023/02/28/how-will-6g-change-the-world-this-is-what-experts-at-mobile-world-congress-think
MWC article singles out safe operation of AVs via 6G / satellite comms. Could almost have been written by Harald.
"When we are thinking about an autonomous car in the future, there will have to be very good connectivity everywhere so that there is a reliable way of operating the vehicle in a safe and secure way"
Distraction for the team. How much resource, money, been spent so far ?
We don't know but I'm sure it will be significant. And there isn't any guarantee this will come good over other technological advances , e.g. batteries, charging, infrastructure that make 5-12miles less attractive
My opinion/concern and hope to be proved wrong
The only "new" items were all what's just been announced, which is OK as it's testament to how they are developing. As he said, almost weekly news with especially Microsalt. The was a bit more meat on the bones re purchase of 3rd party shuttles by Guident, being to offer Turn Key solutions.
I think we should relax a bit more and be patient.
I didn't catch ROI figure for Microsalt. But he was impressed which is good enough for me