Member Info for redindi

Beef

It's Ambarella, SEYEs saviour, maybe.

Renasas et al have nothing on SEYEs saviours? Is that worded correctly?

Jenk

Team300 disbanded and joined #Team3100

Terry

No point in asking CFP to fund his own course from selling his SEE shares, the sum total would be £0.00.

S2020

Main act booked.

What about the support act? Maybe a comedy duo, there's a few jokers on here to choose from?

Shrey

That's Safestocks 'opinion' which he is entitled to have. I often find it's best to deal with facts so go and look at the facts.

UpDown

I think you've got the wrong man. However, maybe, maybe not. Some chatter on here would suggest SIMS might very well be very busy and if airlines want something L3 or whoever might include it.

The best post of the day is the one at 16:59, says it all.

Two things to remember before anyone comes on here spouting off -

Veoneer in their recent presentation said 640,000 DMS units were expected to be shifted. I'm sure if Veoneer were ramping in such an obvious way, it would be called out by regulatory bodies.
PM in his second last interview said openly in an interview that could be construed as advice, especially if not true, that DMS units/revenue were 'hardwired' to double year on year for 5 years.

Now until or unless proved otherwise you have to go with what you're told. The above is far more relevant than anyone's personal opinion. So, I will go on repeating those utterances until something else is issued I will go with the above. Amazingly even without Toyota (and people should really do more research before coming out with such statements re Toyotas own DMS just wouldn't do what it wants and needs SEE, not their o anyone else's, they're not up to the job) SEE Auto revenue if hardwired should be A$320 million, without any other contract wins.

Ganters

You really should listen to what SEE and PM are saying, it's that simple. If you choose to ignore what is said, that is up to you. But to then come on here and give a totally personal opinion, which happens to be a deramp and so complimentary of other derampers, is beyond the pail.

Ganters

Totally agree #Team3100 totally self serving and should have been barred.

#Team3100 more realistic, the other lot total derampers.

Just on passing but I find it odd you praise obvious derampers, and believe Toyota is not going to be won, obviously you haven't listened to PM, he is VERY bullish on Japan and has said on 3 occasions there won't be a fundraising.

Sounds like you're someone's alter ego

Lewbo

True unless the original contract says 'a number' and 'at least'.......

Who wants to bet minimally there is 3 more chip DWs (50/50)? Not saying when, just will be

This covers, a per OEM size, top, middle, bottom, those who have been dragging their feet.

Yes that's true but the same applies even if one step apart

Jim

Interesting article, thanks.

So it looks like Byton, the entity, went bankrupt (hopefully SEE got most of the contract value upfront as usually happens with start ups) , and now has morphed into Shengteng. So will SEE have a contract with Shengteng? One would think that the majority of the work has been done and all that's needed is for the chip with software to be loaded (maybe) so possibly SEE, in the circumstances, after dotting the i's and crossing the t's on the new contract, will get the remainder of the minimum value of the old contract? Would make sense.

So, SEE numbers maybe won't be affected by the change in ownership, not that it made a big difference anyway.

It will be good to see the car on the road whatever it's called, looked impressive.

Esc, Sport

So with a Golden Cross, does it indicate without any possible level where it possibly might rise to?

Thanks

Midase

Terry's right but I suppose if an OEM wanted to be confident the DMS was going to do what you wanted it to at Level 2 or 3 or somewhere in between there really isn't much choice.

Other reasons more in SEEs favour than against - time, chip, contract values.
1. Eyesight contract announced in November 2019, software only, US$15 million contract
2. SEYE, announced in May 2020, software only, one of mega contract so hard to say what value US contract has.

Of the 2 above the Eyesight contract value rules it out, for Eyesight that's massive and Lucid ain't. But it doesn't rule out SEYE but maybe time does.

Also, tech wise, both it's questionable but still no legislation in place but there is a question about image.

In favour of SEE - level 2+ and tech, no RNS, even with minimal NRE, maybe still not on SEEs financially significant radar.

Against all 3 - possible, Lucid hasn't chosen the DMS yet but I struggle with how it can do that.

I think the more it goes on, the more there will be uncertainty until the DMS provider is allowed to name a model, this is a good example

Thanks Alessxito

Surely The Immoral One believes SEE is going to spend A$100 million more than predicted and there will be a massive fund raise and the shares will be under 1p, that's what The Immoral One with his wonky spreadsheet forecast, well that's what I was told as he's just a green blob. I have also been told that he's full of ****, which his latest pearls have confirmed. I suppose Immoral covers lying?

David

For green blobs, best keep it simple.

isn't going to be.......

Beef

I think, and hope, that a takeover is going to be anytime soon so should be plenty of buying opportunities. SEE has to get business sorted first then put the sign up!