Member Info for Philtronic

Doesnt seem like we needed the money, not right now, I doubt we will be worried about dilution too much if the share price rises due to more large investment from the US. Its not gonna take much to get this going and as stated before these II are not going to miss the boat.

..........

Imminently and we will know more then I guess.

Well if it is strategic we must have enough money to break even and will that be conveyed to the market properly?
PM has been saying for a while that he wanted US ii onboard though in all fairness, so its good they have invested a large chunk of change and will have done their due diligence.

From the report the other week? No wonder the share price is up, they have them won everything.

From industry sources, we note that Smart Eye’s partner ST Microelectronics has won DMS awards from two major, global OEMs during Q2. We believe these two are Volkswagen, and possibly one major Japanese OEM like Toyota or Honda. While STM has more partners than Smart Eye, we think there could have been subtle related hints in Smart Eye’s Q2 report. Following a highly satisfactory outcome of the first round of procurements Smart Eye said the second wave is on its way with only minor delays from Corona. “Without anticipating the results of the next round of procurements, we can say that it continues to look very promising” In our view, this statement suggest that there is at least one deal won by a partner to be announced by Smart Eye during the coming months. Since Smart Eye is relatively slow in announcing its wins, the more time that pass, the better the odds, in our view.

Its time we put this to bed. I cant believe what Im reading, where are they getting all this from?
It goes on to say

The market is multifaceted and moving in different directions. Aside of the Qualcomm and Veoneer partnership (see further below), Mercedes has taken the diametrically opposite route, going all in on Nvidia. Nvidia will not only develop the overall hardware but the full technology stack of the cars. In our view, this complex ecosystem with different architectures favors Smart Eye’s hardware agnosticism.

Do they even know what they are talking about?

Its obviously seye with their new fancy dancy dms their talking about cos if it was us we would be shouting about it.

Its sarcastic Sunday

The time for flapping is over, seye is a different company offering a different product to us there is no comparison. We are moving in different circles and I prefer to be in the circles we are in than the ones seye are in, thats why Im invested here.
Where are all the articles naming seye tech as ground breaking and life saving, why are seye not contributing to the ncap report, why arent multinational companies licensing their tech?
We have all made the right decision

Now, lots of chunky buys today. Nice.
Yes it does suck we shout much, but as my mother used to say, its the quiet ones you need to watch.

Why have no II been investing today given we have proven with todays rns that our company is a fantastic investment with longevity in a very valuable market. We have a strategy going forward to be a very profitable business. So why not buy in now when its so cheap?
We have had 2 or maybe 3 bad RNS that I can remember in the time ive been invested and that means the rest have ranged from good through to awesome, but we very rarely seem to get a lift in the sp, its so disheartening.

Well Audi A8 got a top 3 from ncap the other day, 3rd best for driver engagement with their infrared system and that says it works ok, they didnt use the supercruise type hands free because it didnt work, but clearly seye have a product that works ok for driver monitoring.
My take on our SP is we are a penny stock on aim which will make some investors not even look at us, where as seye have lots of valuable contracts with a healthy share price, they have completed a fundraise to make more money, so on the face of it they look like the market has judged them the kings of dms.
We know better and we will eventually get to the dizzy heights of 7.2p.

It will definitely help with liquidity, from what I’m reading JSE is more recognised as a worldwide trading platform where as a lot of II just wont touch aim. Im not concerned about my paper loss right now, I have faith that investors will catch on that we the glue thats holding so many of these VRFB deals together and as such will reap the rewards.

He also says we will be seeing a lot of tech that has been developed over many years coming soon.
Sound familiar?

What, like mobileye?
This all feels surreal ATM, the wait may soon be coming to an end.

I think PM made it clear we wont be moving into new areas, we have the chip and ip the licensee can develop and fund anything they choose to do with it. Pretty simple really

CFB

If they want to sell cars in Europe they will have to up their game, Norway is a big customer for them and the end game for musk is world domination I think

Thats only the start of it surely, they have a lot of catching up to do, they are only looking at fleet and aviation with a view to have a product in the next few years.
We seen it coming - mike lenne, seeing machines

I had no idea they were so big in aviation

https://buy.garmin.com/en-GB/GB/p/66916

We have been saying for years we want the company to shout about our products, get it out there, Paul is and its clearly working, I hope he does more of it. Great to see Denso mentioned, a Japanese announcement must be imminent, although where was Bosch?

Qualcomm was announced at ces, Japanese news next?

i had a volvo in 2018 and it was waaay behind on tech, no touch screen, just a big clunky keyboard, now polestar precept for 2023 looks outdated compared to colins clip with a hud a totally eye/voice control integration, so yeah polestar have maybe chosen our Swedish chumps, i mean chums.