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Spoke to SEE at FIA this week
I wouldn't want to post what was essentially a private conversation online, so I'll para-phrase.
SEE were part of the Australian Delegation in hall 3 and were busy throughout the show
Alex seemed extremely bullish about the Aviation division in general, however was unable to provide any updates on Fleet or Auto.
I got the distinct impression that they're extremely busy in Aviation and something is afoot, although that is an interpretation only and not supported by anything that was said
Believe that the PSS systems at Collins ( which includes us ), is progressing although that was totally unrelated to any conversation with Alex
I agree with that Whatif
Depends which way you look at this though and guess it's all to do with timings
If I was Qualcomm then I'd put in a bid for SEE in order to control the technology embedded in their chip, preferably sooner rather than later. Alternatively, if I was AMD or Intel then I'd wait until the tech was embedded in the Qualcomm and they were past the point of no return.
Who's going to blink first...
Tik Tok...
Have been here since 2014 since NT recommended SEE and will continue to hold for as long as this takes.
Am totally comfortable with this investment
Would suggest that at least 99.99% of people have absolutely no idea about the disruptive market that is been created here
Will expect this to change over the next 12 months.
Happy with the occupant RNS this week. I would expect as a shareholder to know what markets we are pursuing , so look forward to the update on the 30th.
As my son would say - "This is the start of the roaring twenties"
Look forward to following the SEE story and thinking back to the days when this was under 5p.
Enjoy the ride.....
Totally agree,
This will be taken out on the cheap, - then wait for the resource upgrade
Good Morning All,
First time post on this board.
I'm looking at this share with interest, and am currently building an investment case.
I do have 2 areas that I'm researching, and would appreciate your help
1) How sensitive would this technology be ?
I understand that reporting would be real time, however i presume that there's a threshold before detection takes place,
In other words : Is there an estimate of how many people would need to have symptoms of a particular virus, before detection is possible ?
2) Perhaps a more basic question ; if detection of a particular virus takes place, then is there an estimate of how many potential carriers are there ? Or in other words, - How localised would this be
No agenda here, - Just 2 genuine enquiries
Thanks for reading :
Oatcake
The 37 mph is the giveaway, so will be SE
I would want DMS to be functional at higher speeds, not crawling along at 5mph..
Better to have safety systems implemented at speeds where they're needed...........but i guess that's just me
There were 5 competitive tenders due in june 19, totalling 134M AUD, as advised by SEE on the 20th March 2019
Lets say SE won 4 of them, totalling 500M SEK, leaving SEE with one
Didnt Paul say that SEE will announce another program this year...Sounds like SEE might have already won it.
Leave you to do the maths......
I don't post often, as in general time does not allow, although i have been invested since 2014. I wouldn't wish COVID on anybody, - but a vaccine is coming, - it's just a matter of time. In this world, when cash is king, OEM's may re-consider their own NRE, and in the medium term select proven ready made tech. The brutal facts are that the world will continue to function after this is over, and life will go on. SEE are on the cusp of a safety trend which is "unstoppable", and i for one, are happy to remain invested. GLA and stay safe.
http://joysonsafety.com/2018/05/joyson-safety-systems-awarded-the-innovation-partnership-award-for-its-driver-attention-system-das
Don't want to reign on anyones parade, but is this a re-has of existing news ?
Just trying to find out the facts