Member Info for redindi

Same recording......

https://mobile.twitter.com/semicast_res/status/1417201694216183808

Let's cut through the pfaff and listen to Reilly about half way through it gets interesting, 'that cannot continue' and I don't think he's talking it'll go down!

https://mobile.twitter.com/reillybrennan/status/1417129600942067714

OF

By definition, a Green Blob is a sad, worthless individual who adds nothing, does no research and by spouting diatribe gets negative reactions that continue the negative tone, on and on, just like now!

Do yourself a favour and place this one, TTNYR?, in the bin and leave him to rant to itself, your day will be guaranteed to be better)))

GLA genuine LTAs

Phil

The journalist is Chris Menon

It's from 2019 () (

But the Telegraph does have a history with this -
https://www.google.com/amp/s/www.telegraph.co.uk/cars/features/car-watching-driver-monitoring-systems-inevitable-necessity/amp/

Phil
If that's the tag line expect the SP to rocket come Monday))))

As is the nature of start ups, a fair percentage fail, never getting to market, as could be the case with Byton. I suspect Nick did his due diligence and the contract reflected the risk to SEE so that most if not all of the (at least) contract value was paid up front, similar I think you'll find to how other start ups transact, and also for the same reason why most if not all of Fisker being paid up front, risk
As such, the contract terms will have been met and no reason to RNS.

It also entirely possible that Byton will be bought on the cheap and any value extracted with the M Byte eventually hitting the road but that's by the by

seepee

The BoD already appear to have agreed with you!

More from Colin

https://mobile.twitter.com/semicast_res/status/1413114148943241220

https://mobile.twitter.com/semicast_res/status/1413074848335683593

Thanks to JC for finding the patent and TLS for his explanation. Great to see the R&D is, or maybe should, bear fruit.

Bottom line is SEE is now an R&D IP concern as much as anything, anyone who doesn't acknowledge that is probably in the green bin. In the years to come, that will be proven to our benefit and others cost.

Great work from Tim and the rest at SEE.

CFP, yes a Green Blobs, a very bitter person, obviously an unhappy childhood that has continued into adulthood and all his failed deramps followed by snipes at people who have done nothing to him. Such a sad, bitter, warped man who we should all pity. And then bin!!

Shallwe

I think to comply with GSR it would need both forward and interior facing cameras to record at the time of an accident.

However, other than accidents and the special Guardian monitoring ( for accidents and driver training) I doubt anybody will get data the way you describe. There is enough resistance to camera surveillance without someone using ad hoc, probably without permission at times, data. Data Protection comes to mind.

Brock

You miss one very important fact, which has been mentioned elsewhere. During the pandemic, which apparently Australia and New Zealand are now through, trucks were kept on the road with less maintenance and did more daily mileage etc. Obviously we don't know how this affected the last few half's numbers but they most definitely did and still will. To also discount the historical fact that H2 is generally seen as twice as much new installation (I believe SEE has said/intimated that) and more pertinently PMs remarks re Q4 leaves your estimations looking very undercooked and a bit of a deramp. Thinking back, back, I said at least 31,500 which on reflection sounds a bit of a deramp, make that 32,500

Shallwe

A good/great Update will help but that isn't what will take SEE to different levels. The market looks 2 years (maybe more). S2020s 21 for 21 is just skimming the surface and IF SEE gets anywhere like close to just those on the list, the market will factor those wins in accordingly. After all, of all the DMS providers, only SEE has proven it gets to SOP and delivers. Imagine what the reaction will be WHEN SEE announces A$100+ million wins for Toyota, VAG and Honda amongst others, for that is what the mass market means?

Brock

The first half SEE installed 'over 3,000 units', and recently PM said Fleet was:is very good in Q4. Considering the 2nd is also historically much stronger than the first half, I would be very doubtful that installs are no more than the first half, also taking into consideration that it's likely the insurance tie-ups should now start to bear fruit and now is insurance renewal season. So, although, trying to guesstimate installs may give some guidance, I don't think it tells all the stories and would be surprised if total installs as at 30/06/21 were less than 31,500.

SB

Cenkos latest note, which wouldn't include a very good Q4 in Fleet or any upfront from Fisker and CAE, even if not much, indicates income of A$46.4 million so A$50 million ain't beyond the realms of possibility or close to.

TTNYR

You make some of the Green Blobs on here sophisticated. 7 posts, all negative, in the bin, goodbye.

SB

Despite the significance of the last $$ RNS and reveal RNS, it's not enough for the market we're on, AIM. Listening to previous PM interviews, a lot of $$$ RNS were expected, multiple of previous RFQ, loads from Qualcomm, Aviation etc. And what have we got? A $7 million Auto and, as the market sees it, a small Aviation deal. Hence, the market hasn't been fed what it expected, and also us, so the MMs do what MMs can do in a virtual vacuum, march the SP down. The only way this will change is for Paul McDelivery to do is just that, deliver. Which I'm sure he will but rather sooner than later.