S7
So now you're saying there will be no news from the 5 at RFQ stage this half or the (potentially) 8 starting next half, including three existing customers? Logically speaking, that means SmartEye will win all or almost all including taking three of our existing customers, which recently SEE has done to SEYE. A complete reversal of fortunes there. If you can, I'd sell here and buy SEYE.
S7
Yes right, an inanimate machine is lying to us, even when it goes down, it's lying to us...
I would be surprised if there was news before the placement shares are listed but you never know!
Chris
Very much so and without knowing the full details of the note, we really are in the dark other than the less than high regard of certain management but what do we know!
On HL, it states that there is only one broker rating. Maybe that's as regards non-company broker??
Of the one broker rating, it says three months ago, it was a Sell but today it's a Hold. Coincidence or what, weird!
81mph? Is that more than 40mph?
Vision iNext it is then, mid 2021 according to the trading update. Level 3 here we come!
140 BdMS unit sale wouldn't be amiss either, I'm sure BMW has SEEs phone number.
Panmures previous note stated the 28p related purely to auto so if anything, like Cenkos, allowing for dilution it should be in the region of 18/19p and surely not the placement price.
Either it's just lazy or Panmure has a real downer on our Ken, I don't think they were too keen last September. Or it could be a question of 'the placement is for 3p and until we see sight of further business, we would hold at 3p'. Panmures assumptions are a lot more conservative than SEEs. Who'd have thunked it!
It's been asked before but what about heavy vehicles?
@semicast_res
Euro NCAP and European legislation for camera-based DMS align at 2022 for new models going through type approval & NCAP testing. Applies to light and heavy duty vehicles. All vehicles sold in Europe will require camera-based DMS from May 2024. Well thought out timeline.
10:32 AM · Mar 28, 2019 · Twitter Web Client
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