Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Soul
Yes, probably correct about the overhyped PR. They also employ a CFO who says things that are pretty close to being downright lies. SEYE has a decent product, compared to some, and will win more business out East. However, for la tech company, it appears to have almost stopped innovating, spends little on R&D, and dangerously for a tech company, is totally concentrated on today and any DWs it can win. In other words, it won't be around for long, suspect they're already looking for a buyer as SEEs lead is too big for them to close and only heavy investment would give it a chance. The question is who would want to buy it? To me, it's excellent at smoke and mirrors and today some of the rise may be related to SEE but maybe not (it has risen more, which only means further to fall).
https://mobile.twitter.com/TheAutonocast/status/1379080589760884750
Phil
Yes, there are a number of reasons both for and against it being SEYE but what Colin doesn't say is why the IR flickering is so distinctively SEE and covered under SEE patent, just as SEYE IR flickering will also be covered by patent.
So, until the car hits the road and NDA is relaxed we'll have to wait for the answer.
Buff
As early as this August -
https://www.carwow.co.uk/mercedes/news/4267/mercedes-eqs-price-specs-release-date
Notice the flashing IR at 30 seconds? I'm reliably informed that is SEE IP!
https://www.youtube.com/watch?list=RDCMUCwOzr0x28F-L1u6CHQ7CNUA&v=-nsuGuDepuA&feature=emb_rel_end
I prefer Future Friday to Throwback Thursday.
https://mobile.twitter.com/seeingmachines/status/1377960619526225922
https://mobile.twitter.com/semicast_res/status/1377529651841675264
S2020
Yes, it does sound as though SEE has a number of orders at anywhere up to production order stage so could be finalised anytime. Japan was also mentioned in the same answer, PM said very pleased with progress so could be one/a few are at the pre-contract stage, Toyota, Honda.....
LIF
Pre 3 Pillars, rightly or wrongly, SEE was saying 30%.
Since 3 Pillars, SEE has stated (can't remember exactly when) that business was expected to be split between the 3 Pillars, 50%,25% & 25%.
So, Pillar 1 is overall 30% and the other 2 Pillars another 30%. Basically put, I know, but not much else to go on. You would have to ask yourself why the clear technology leader would invest so much purely for next to nowt. Logic would dictate, they expect a lot more than 30%.
Soul
Yes, noticed both. Re: market share it's getting closer to the figure, 50%+) that was mentioned by others at CMD. 30% to me, for the runaway technology leader, has always been laughable. 50% is closer.
But we're getting there, and especially with 3 Pillars, we will get there. Overall, a very good presentation.
Buffet
The market looks 2 years ahead so any new contracts should lead to revenue if not in 2023, undoubtedly 2024.
And Qualcomm may well see revenue before 2023,possibly even this FY although maybe 2022 is more likely. Aviation, yes, I'd hope for an increase (from zero) prior to 20023!
That's from a small cross sample. Disregard Free Shares, the average is quite probably still a lot lower (although not in MaxV's 12 year old schoolboy range,
10,000) but what is clear, there is a significant number of LTH's which will support the SP
https://www.linkedin.com/posts/activity-6782219984794853376-0C5e