Member Info for redindi

Go and read SemiCast, there's 4 very positive (balancing) posts to lift everyone's spirits. GLA

Maybe at the time of the investor event, Fleet revenues were going well and then the supply issue happened after the event? Assuming, as communicated, the back log has been cleared H1 18/19 should be very positive? As the market already knew of the supply issue, it seems a bit of an overreaction and I believe some are ignoring the good news, as per SemiCast, ie discussions with existing customers regarding increasing the number of models covered and (hint hint) the opening of the Japanese office. It seems a regurgitation of old news has led people to forget the number of potential winning bids Veoneer has in the pipeline and that's just one Tier 1!! And with OEM's needing to plan a few years in advance, SEE could be issuing a number of positive RNS before the year end. Fleet, Rail & Air are relevant but Auto is what will shift the SP.,

Models and order.... As this should be financially significant (there is plenty of head room in the current design wins) will this lead to RNS' or are to be kept guessing as usual?

He's very busy today, 6 tweets, all very positive!!!

With talk on the news that Apple are about to become the first $trillion company (and Alphabet not that far behind) and both interested in entering the automotive market, can you see Apple or Alphabet having trouble finding the odd 10 or 20 billion dollars to take over SEE? Either would still have pocket change left over after a Battle of the Titans!

More kudos for Lewbo on SemiCast))

Another one down (assuming the Tier 1 is Veoneer) so how many more to come. Also, we are working with 5 other Tier 1's so how many either alone or in collaboration are on the list(s)? And all before the year end? I think it's going to be very busy, RNS wise, between the year end...

The initial values look quite similar (SEYE maybe slightly bigger). However, the tone is subtly different, SEE stressing the minimum, SEYE the maximum. SEE go up a few percent, SEYE go up 32%, from a depressed level. No word from Victor yet, will this depress him?

bluerose, very cryptic!

It seems ages since the Ford RNS even though it was only 4 June but with Veoneer having a few at the bidding stage along with Safestocks Toyota article, a little impatience (where patience is required) is naturally creeping in which hopefully will be sated tomorrow!

Haveagoodday, you are of course right. The market generally looks 2 years ahead and is using the facts it has as of today to value the company. However, what the market hasn't taken into account is the potential of the company ie multiple RNS regarding auto, Fleet, Air and Rail, together with the potential of a low ball bid. But why would the market do otherwise? The market weighs with facts whereas I (and others) weigh with the potential of the company. And that potential will out on positive news!

If it is SEE, it/they may not be massive order(s) but it/they is/are sexy and that sells. Also, it might further tweak the interest of potential suitors. So, maybe 12-18 months is on the long side? Most definitely worth an RNS, after all this would not be a fleet order.

Or Cenkos or CG. Sorry Robbie!

Waymo CEO states autonomous cars are a long way off.....

That's an impressive list, Petrbras is the national oil company I think.

It appears to be going in one direction very quickly, 12-18 months is very feasible maybe less. In this market, anything is possible!!

The drum beat grows louder!! The media angle is certainly stepping up!!

Wouldn't it be good to get a rejected low ball bid just to get the battle (of the Titans) started?

Excellent Beefy, great work, thanks

I'm not disagreeing that SEE tech or similar will be mandatory for the foreseeable future (30 years or more) but to say never ever ever ever that autonomous vehicles will take over the roads is to deny technological progress which continues to gather pace exponentially (see Ray Kurzweil's works), so eventually all auto vehicles will be driverless but in the meantime we'll all get rich via SEE)))