Member Info for redindi

Phil So do I. However, last year at this time we had the first indications of problems with Fleet, now we have indications Fleet is well on its way to recovery. Last year, just after Ford, we had byton but nothing visible, now SEE has 11/12 possibles. Last year this time we didn't even know about BdMS, now we do. Last year, we had no aviation business, now we do with the prospect more. Not so long after this time last year, every one and his dog was baying for Ken to go, he has. Nothing changed?

Phil I think it's way too early to make such predictions. The next 6/9 months will be key, the OEM's have to make decisions now or very soon for any new models from 2022 and those RNS have to be issued. I really don't see much competition where the models and sales are destined for Europe or any place where regulation is taken seriously. Also, Fleet which got us to where we are now, seems to be gathering momentum and Cenkos' figures look plain wrong which could make for a very interesting trading update, broker note next month. If SEE do win VAG and Toyota (and the rest) will we be at pre Ford valuations?????

S7 It's very sanitised testing, on a test track, 25mph or less. The fatality would appear to have set Uber back by more than the odd step or two. Which means when it does get back to testing on open roads it may have to rethink the BdMS, if that's what you'd call what it's using at present.

Baxter 1.65% isn't a problem - https://www.money.co.uk/savings-accounts/cash-isas.htm?track=885130&gclid=Cj0KCQjwi43oBRDBARIsAExSRQFhXk_p7Cv_UGq3Q_vJRXJD5mqRGR0Zy3HujseWSI_oXzkMWpJ-IDcaAraLEALw_wcB

Baxter If you can find someone who would give you 1.65% annual interest you'd match your expected return by 2037 and it's guaranteed. I'm sure with the amount you have invested here you'll be able to find at least that and think of the peace of mind you'd have and also all the time you'd save from not going on here. Sounds a plan to me?

Baxter The more you say, the more I wonder why you're invested. If SEE isn't going to win the business, which company is and have you considered investing in the other company?

Another two minutes. Seems like everyone wants in, very twee. Not a threat to SEE but.... http://www.aisin.com/technology/rd/

This particular product looks like competition for the Chinese Fleet DMS market though could be wrong, took two minutes to find it! http://www.aisin.com/news/2019/011881.html

So assuming there are only 3 German Premium brands and SEE has two, one of which is Mercedes and that leaves two. It's believed here it's BMW but SEYE fan boys say it isn't. So are the SEYE fan boys saying SEE has won Audi /VAG?

ET Perhaps because the market the models are intended for isn't as highly regulated as other areas? There are auto mass markets that aren't. As for management, haven't you noticed there's been a change or two at SEE?

I think concentrating on China gives you a clue there?

ET Not again, this is painful!

Terry I agree and keep on pumping out the RNS. Momentum.....

The old criteria was roughly if it's 1,000 vehicles it's RNS worthy so will we have this RNS'ed or is there new criteria reflecting the place the company now exists in?

Beefy Why would they put in SEYE version of Guardian,? Because it's China, regulation is light, it's cheap and the roads are very busy (they hope) so vehicles don't generally go above 37mph))))

ET You may have noticed but two people left, not one. Ken may have his faults and may be partially responsible for the low value placement but the man brought in to use his City contacts quite clearly didn't and Ken can't be blamed for that!

ET Don't worry, SEYE will never announce a BdMS contract win so there's no need to compare. I think, again, the market being blind to how significant this news is. SEE has again, from scratch, created a brand new market, where there was a need for SEEs, at present, unique product. Now, that is significant!

Esc I'd agree, SEE is under the radar but although relatively small in relation to value (and maybe the first of MANY hopefully) this is the type of contract that should attract more than the usual amount of media attention.

Beefy It's hard to say but maybe - http://www.mixtelematics.com/solutions/mix-fleet-manager-premium

Fonzoo Ha. Does Martyn have heavy links with Auto? I thought that SEYE were somewhat hands off leaving it to the Tier 1 to liaise with the OEM.