Member Info for Philtronic

There are really only 23 worldwide anyway, with 14 being major ones, sooooo?

Theres always one that knows how to run the company better than the boss.
‘I made a few suggestions’ Hahahaha like you know better? Like theyre gonna say oh thanks why didnt we think of that? OMG STFU

Hmmmmm, well we have been very quiet about every single contract,partnership or licensing deal until it was the correct agreed time to announce it.
All the pieces are there, a blind man could see it.
As always more patience required, but if you have only been holding for two years youre lucky really, expect to be waiting a wee while yet.
At this stage anything could happen, there are a lot of deep pockets in this space right now.

interesting, world class premium automaker? Are VW a customer or do they deal with Bosch only?
Volvo dont get mentioned cos theyre a partner and it seems its a new customer, to us anyway.
In a press release from 6th of feb it says Asian oem so what does world class mean?

https://thebrakereport.com/veoneer-to-supply-active-safety-system-for-asian-oem/

And mature market PM says, feels like the big names are gonna have to make their decisions soon.
I really hope it can be relayed to the market when it happens instead of hiding behind a tier one.

Amid rumors that Nvidia might be eyeing U.K.-based chipset maker Arm Holdings, an analyst said a potential acquisition of Xilinx, Inc. (NASDAQ: XLNX) makes better sense for the graphics chipmaker.

https://www.benzinga.com/analyst-ratings/analyst-color/20/08/16902256/why-this-nvidia-analyst-says-xilinx-makes-more-sense-for-graphic-chipmakers-m-a

Tweet from see
https://www.proactiveinvestors.co.uk/companies/news/928475/seeing-machines-inks-deal-with-semiconductor-group-as-part-of-new-strategy-928475.html

Its a merc in the picture and S class is powered by nvidia, so it must be nvidia cos theyre using us?

Nvidia drive is power hungry, if our chip can reduce the power needed they will sure it and It possibly Not compatible before but now it is? I dont know anything about chips though it seems that our chip is over engineered for gaming, id love to be wrong.

Yes, you cant just decide to publish results later cos you expect to win a few contracts, its covid delay.
The time for making your mind up on DMS is getting tight now though, lucky for the oem all tier 1 have the best and cheapest solution available to them now for installation anywhere in the ****pit.

Wheres the due diligence there then? Yes, its got leonardo Di caprio written all over it

Well mastercard were in it from the beginning as a jv, they provided them with a loan facility and they owe MasterCard money, I dont see the correlation with our business. Its strange how LO hold over 20% and didnt have to put an offer in as its an Australian company too. As stated by Lewbo 18p was supposed to be offered in 2018 and was rejected.
SoftBank is selling ARM so maybe they will use the money to buy us, although they posted a 12bn quarterly profit so theyre not short atm lol.

There is more news to come this month Terry, I can feel it, PM must have expected the news pipeline to get the share price to 6p for him to get his bonus, well that was somewhat scuppered by covid, why wouldnt it all come now? Slight ramp, but hey its not gonna be a big surprise, all the best news this company drops is always something no one expected.

Can we assume that Qualcomm are now working with veoneer/zenuity and volvo with us. It was announced at ces we were working jointly with a new oem.
https://europe.autonews.com/automakers/volvo-veoneer-split-zenuity-software-jv

The last few months have shown you cant tell the future, but I believe PM when he says a fundraise isnt in the plan, he regrets massively saying imminently, but apart from that he has stuck to the plan to monetise our ip. Safestocks is coming across really badly right now.

Maybe a re visit from nov 2019

https://www.automotiveworld.com/articles/unlimited-opportunities-ahead-for-driver-monitoring/

Ticks all the boxes.
https://www.investopedia.com/articles/stocks/07/takeover_target.asp

When taken in context with the proactive interview, pm gives examples like putting the camera/multiple cameras in the rear view mirror or entertainment unit or on top of the steering wheel and confirming we have done it already to give the oem what they need also working with tier one suppliers to fit in with products/systems. Not forgetting we have ISO 26262 already

It would be jolly good of those nice spoken chaps to put their hands in their pockets and buy some shares.

Toyota seem to be the ones that seem to develop as much as possible themselves and refuse to use mobileye, is this all for them? They are the grandpa of DMS after all, but in that also proved they werent so good at it either.

Some juicy RNS would be welcome. Could at last be super September after 3 years of not so super Septembers.

No more rampy macramper?