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S2020
So to decipher what the green blobs AKA Max/Guido /? has said, he has accused you of just bringing up old news from.... yesterday. I'd hardly call that old news or deramping, rather massive news if put out properly.
Max/Guido /? of course also comes out with 'news', namely -
1 SEYE had some massive news about 2 months ago.
2. Krusty Ken sold all his shares one/two weeks ago.
Both of which could be construed as negative and Max/Guido /? knows both a contact in SEYE privy to such news and Ken is his loyal friend. Not bad networking by a 12 year old schoolboy.
What the 2 above have in common is they're total rubbish, haven't happened or unverified. In other words, true to form for Max/Guido /?, a 12 year old schoolboys fantasy, others have better ones.
So yours is true and Max/Guido /? /12 year old schoolboy isn't. No surprise there, as derampers go, he is totally useless.
S2020
Waymo ain't Apple, more like Google and is a massive endorsement for SEE, the value of which could far outweigh the $2.2 million up front fee it received.
How anybody cannot see that is beyond me. Of course, need a RNS to confirm (for the pedants) but as Terry said, any US II reading about it over his/her breakfast will have had their interest piqued.
MatRaf
There, you have your answer, Max/Guido know no more than the average 12 year old schoolboy which is to be expected as that's what he is.
His track record is consistent - He knew Smart Eye were going to issue some news a while ago, which we are still waiting on. And his good friend, Krusty Ken had sold out, obviously his classmate is also called Ken. Ken has never told anyone he's in contact with that he's sold so obviously there's an identity issue. Amazingly, Max/Guido has contacts both with SEE and SEYE and still sold out at 5.2p but didn't dependent on the time of day. Max/Guido is F. O. S. and should be filtered, it's the only way to keep the board clean.
Chan the narrative to suit the story -
2018 - went down about 20% followed by BMW and Ford (and Byton). so sell at 6.25p and buy at 5.0p if you're lucky
2019 - actually went up about 200% prior to placement in March
2020 - Covid-19, the stock markets tanked.
Self serving = filtered for good, I mean really good
As I'm sure anyone who has experience investing in shares, the market doesn't look at today's trading but primarily two years in the future. Hence, what you're seeing is the SP related to perceived income in 2 years from all sources. That, for now, is a share of A$200 auto booked business, Fleet and absolutely nothing for Aviation, and the closer to real income SEE from Auto gets a change in discount factor. It really has little to do with current income otherwise the SP would likely be closer to Smokeys under 1p target.
So, any new business in any of the three areas will have an impact on the SP, Fleet and Aviation being money today and Auto mainly money into the future. Disregarding Fleet and Aviation for now, all the previous Auto business, bar the F150, has been for high performance relatively low volume vehicles. Going forward, we are looking at also lower segment, high volume models with subsequently higher contract values by an order of magnitude, it would not be a surprise if at least one contract was at least equal to the current booked auto value. And, as SEE seems to deliver on SOP, these would be recognisable in 2 years and the market would subsequently rerate.
And with SEE apparently in Snapdragon 3, there is also the potential of income before 2 years.
Although it's natural for the SP to fluctuate, new business is well overdue and if it's of a magnitude above that experienced before, don't expect the SP to stay in this range.
One thing that is true is whenever a significant RNS is issued, it's a surprise and so still 8 working days to surprise. I've given up trying to second guess when news will happen, and just let it happen. As for SP, as long as I'm right in the end that's OK.
Brock
It may be that the $100,000 model also had higher trim etc, I've never seen quoted anywhere near $9,000 for Super Cruise, always in the region of $2,500-5,000. And as other posters have stated, this is not what basic, non level 2+ DMS will cost, Qualcomm et al will not allow that, it's all about mass market now. Also, Ford Co Pilot Assist, which can be 2+ is less than $2,500, can't remember how much but definitely less, so market forces are bringing the prices down as to be expected.
If prove were needed that SEE is safety (across the board) and others convenience, here's more -
0https://mobile.twitter.com/DrMikeLenne/status/137201824512174080
This describes just one Tier 2, which one?
After this, Viktor will be saying, 'SEYE, Kings of an ever shrinking part of DMS', doesn't have the same ring about it!
https://www.linkedin.com/posts/activity-6777552307237208064-QiYP
https://mobile.twitter.com/semicast_res/status/1371748031599669248
WhatIf
A great endorsement from Interactive Investor. And it's not 750 companies chosen from but 750,so 1 in 170.
https://www.londonstockexchange.com/raise-finance/equity/aim