Member Info for PrivateRyan

7 billion write down kitchen sinking

Last quarter sales down 43 per cent due to e v lack of demand I wonder if that relates to our windfall

Thanks very much brock. Very helpful. I see as well stifel expect 9 m dollar p b t. This is before what seems certain now to be a tax credit re brought forward losses to the extent they can be foreseen to be utilised

The reason I bang on about this is Paul's statement that institutions are waiting for profits because their mandates do not permit them to invest in loss makers ...

Thanks again brock. Always good to hear reasoned doubts though actually I think the future mobility costs will not be material as incremental costs. Very grateful for your input here though .

As discussed at the last investormeet the full amount will go into profit before tax for the second half . Anyone have feel what the forecast loss for the full year is ? Will this acceleration put us into profit overall for the full year or at least the second half ? There is also the potential deferred tax credit to go into the mix.

Ps maybe this is all to do with ford lightening e v being withdrawn ?

Until he sells down again ? Don't hero worship these guys. They are as wrong as we are sometimes

2025?!

Hi vas. All good stuff as usual but we were in pole position before but the big pay rise for doctors was funded from the technology investment fund earmarked And we are back there again now with the strikes. So I don't think the recent slight increase in share price and trading volume is warranted. Happy new year and thanks for all your knowledgable input.

Ps they did ramp up too soon inmho !

Are you sure it's a buy ? 5.30 was a sell price most of the afternoon ?

Lads much as I like to be positive as you know , here is an extract from the last trading update

management expects that sales momentum could build around the next tax year, with the Company positioned to scale quickly and effectively.

Tax year is April. Which accords with what they said in the last investormeet before the cfo scarpered ! I now believe Tom is as naive as I am. Wishful thinking that current share interest is anything other than wishful thinking ! Happy new year. Wait till spring .....hope it climbs the mountain

Ps the cfo c v is full of short term appointments ... the previous cfo has left. This does not bode well . sorry to be a grinch but dealing with the nhs seems like climbing mountains I am so disappointed for everyone .

Had a read of a Reuters article and dms isn't really mentioned. Samsung are buying the whole adas and refers to forward cameras lane keeping etc so maybe the dms if it does exist is peripheral Ai might be wrong. Also says z f have a mountain of debt and have been laying off thousands due to struggling car market

Nice to see the share price going up for once ! Merry Xmas all particularly the stars who post real info all the time

They have been at it for 10 years and the product was expected in 2021 , ! Looks like they are putting this in the too difficult and non core box.

Ai

Yes, ZF does have a Driver Monitoring System (DMS), and its technology is currently in use in commercial vehicles and expected to be in passenger cars.

ZF Driver Monitoring Systems

Technology: ZF uses a cabin camera that continuously tracks a driver's head and eye movements to detect signs of distraction, fatigue, or unsafe behaviors (like phone use or smoking).

Alerts: When a distraction or drowsiness is detected, the system issues visual, audible, or haptic warnings to prompt the driver to refocus on the road.

Compliance: These systems are designed to help vehicle manufacturers comply with regulations such as the European General Safety Regulation (GSR II) for Advanced Driver Distraction Warning and Driver Drowsiness and Attention Warning systems.

Scalability: The technology is flexible and can work as a standalone system or be integrated with other advanced driver assistance systems (ADAS).

Current Use in Cars

Commercial Vehicles: ZF's Driver Behaviour Monitoring System is a key part of its fleet management solutions and is used in commercial vehicles globally. The company supplies its full suite of ADAS systems to support customers with regulation compliance in the commercial vehicle sector.

Passenger Cars: ZF has been developing an "Interior Observation System" (IOS) for passenger cars for over 10 years. This system was expected to be production-ready by late 2021.

Production: The camera technology used for these systems is already in series production. ZF is a market leader in smart cameras for ADAS functions, having surpassed 75 million cameras sold to date to more than a dozen vehicle manufacturers globally. While specific car models using the ZF interior monitoring system are not explicitly named in the snippets, the widespread supply of their camera technology to numerous global OEMs indicates its use in current production vehicles.

In summary, ZF offers a comprehensive DMS solution that is being actively deployed, particularly within commercial fleets, and integrated into passenger car platforms to meet current and future safety regulations

That's Canadian dollars so 145million spread over ten years I presume and distributed over all the participants so it may be it doesn't warrant an rns As not huge for SEE ?

300 million extra for technology ? Will Tom update us on implications for feedback ? I hope so but history tells us NO

Well bully for you ! Some of us are still underwater even now ! Very insensitive to the chaps ....

N m means no message.

Thanks I thought it was around 15 months max so late next year so I didn't think they would have to raise before autumn next year so enough time to wait it out till April whatever happens

At least Wes has got funding for NHS's redundancies now although it seems that will be recouped in future periods. Probably from capex budget. And doctors seeking another big pay rise. I get this feeling of Déjà vu!

I don't think that's right dibs. It was in the last investormeet and my recollection is they had at least a year from then. More than enough time to get to next April which Tom was hanging his hat on. More than enough to wait it out in his words. I pressed the outgoing cfo on this in the questions. Could nt be bothered to look it all out as this share has depressed the hell out of me.

Ps that is an extract from stifel on safe stock s website. They retain 9.6 target

Still very good news

They agree with me

The significance to us is that production is happening on time. As we heard at the Townhall event earlier this year, Seeing Machines was expecting the start of production of a number of programmes this year with one significant one over the summer (which we believe happened on time) and a second larger one later in the year. So, the announcement is good news that it is starting toward the early part of calendar Q4.

“We also note that this is for both DMS and OMS which typically indicates better ASP than DMS alone. We see this as a positive development as the company approaches its target of run-rate cash flow break-even by the end of the year.

“We don’t think this announcement has anything to do with the Magna loan but is purely signaling that the production ramp is starting on time. We should be getting fiscal Q2 KPIs in the next couple of weeks. The company remains one of our top picks at 14.4x FY26E EV/EBITDA. Buy.”