Member Info for redindi

B&B was bad, Halifax even worse, that was a big racket, didn't have any invested in either as I know what they're like having worked for most such bodies. Don't ask me about the Scottish bank.....

Patrick Yes, B&B, total basket case, actually worked there for a few months, on contract, at the head office just before it went under, office looked old and battered like the company itself. Torotrak, I bought a few in them, it was going to change the world with its IVT, I got out a long time before the truth hit and actually made a few pounds. SEE, I believe is a different beast!

Patrick We'll only know if /when there's a win along the lines of the Ford RNS (or bigger?) stating it's a major Japanese OEM. However, in the Hansen Report (last October) Kevin Tanaka did say it was 'talking' to 4 of the 5 major Japanese OEM's and he seemed pretty comfortable in his Toyota t-shirt a few months back!! But until we know for sure......

Mr Bb A 'few outcomes' individually may or may not be significant but collectively could be significant. Intriguing and a Fleet Update SEE needs.

TGR Yes and one medium size win and SEE is over that. A VAG or Toyota would take it comfortably over 30%, ah well overdeliver!

@hozo94 Oh dear oh dear. SEYE is going to win loads based on the following - Martin grins a lot and in your eyes Ken looked nervous. Oh dear oh dear. SEE is a country mile ahead of SEYE and it's this country mile that makes it the go to solution in a DMS system. And it's not just about the camera, it's about the system in total. Unless the EU decides to have a convenience DMS for a safety issue, that is. And is that going to happen?

@hozo94 I agree. If your tech is low grade, you're going to get next to nowt in NCAP /legislation type areas. Russia looks promising!

Of the worldwide market that is

... over in Sweden, our friends have noted that the placement offering mentions SEE expects 'at least 25% of the DMS market' and say this is a reduction from previous aims, with one poster stating it was previously 75% (he must read Safestocks). Well, our Ken, being the shrinking violet he is, would never be so bold as to say SEE will ever win more than 25-30% of the market but this been taken in by our friends and now one believes SEYE will win 40% of the European market (in line with Martin's target). Disregarding NCAP and legislation, this would mean including JLR, SEYE would have to win VAG or all of Renault, PSA and the F in FCA. Considering what's happened at Audi (VAG), what's happened at the C in FCA and also what Viktor said about PSA (the link to Aptiv) how likely is it? As it stands at present, using SmartEye metrics, SEE has 23.8% of the market and SEYE about the same but has lost BMW and VAG is up for grabs. So, as for confirmed customers going forward SEYE has less than 10% (JLR, Hyundai, Geely).

Mr BB Maybe it's the cynic in me but maybe Paul is more than aware of the probability of free shares in the event event he fixes Fleet and as he knows it's fixed is just waiting for them to arrive. If he has, he'll have certainly done more to earn them than his predecessor.

SG Thanks for posting, that does fill in some gaps.

S7 Yes and I'm not.

S7 Of course something like EU legislation effects will have been in someway responsible for SEYEs current performance. It will not be based purely on past business. Investors are buying on prospective new business driven by the legislation, it is not down purely to existing business. That goes for any share. Likewise, SEE is at present driven by the underpriced and overdone placing and the legislation message has been lost in the noise.

S7 Maybe. However, at present SEYEs SP is being buoyed by expectation of new contracts following EU legislation drawing nearer whereas SEEs is being hammered by the fund raise and potentially further fund raising ie negative sentiment. However, once the RNS start to drop, this situation may change completely. Or then again, SEYE may surprise us all.

Terry The problem with being fixated with SP, which admittedly eventually dictates exit, is in the interim it can cloud judgment. Yes, at present with sentiment so negative as regards SEE, it appears SEYE to be a great investment as it is but only for now. What ET should bear in mind is there are 10 new RFQ in play, possibly all for safety DMS and until they are played out, one shouldn't crow about how good a particular company is as if those RFQ's go against a company, sentiment can quickly change. And all of a sudden it's the other way round, even after TFD.

S2020 Don't forget 3 of the RFQ's are for existing customers so unless SEE has been usurped by another DMS provider which apparently (according to Martin) is unlikely. So, although no confirmation yet, it's probably 4 from 14 to SEE, with 10 to play for in the safety DMS segment.

Whatif Let's hope their emphasis on installations pans out then. And Theia Tech is kept busy.

E Troll Bye, get home safely.

E Troll Thanks for the same old tripe.

Terry Brew, sipp, is there a message there? S2020 is correct, the Fleet targets are there to be broke and I'd be surprised if they aren't. Underpromise and overdeliver is the mantra now although I can't see the value of doing that in the space of two weeks. Maybe someone had a word with them?