Member Info for Robbiefalcon

There is a live stream Autotech seminar hosted by Redeye going on now. Smart eye is on in 5 minutes and Veoneer Thomas Jones in on at 1005. Sadly it's all in Swedish but you can see the power points quite clearly. I can't post a link but don't need to register

S20 thank you for your reply. I know its hard but some of us do not have the note and assumed knowledge prevails.
Your last post clearly shows where the "facts" (according to Cenkos) are being quoted from and i thank you for your clarity. I remain positive. We havn't had a design win RNS with actual cash projections for a while so plenty of upside for sp there. I note you mentioned FCA, now that would be some news wouldn't it.

Ok just looked at Semicast twitter responses:
@Royholehouse Following the Cenkos note that seems to imply a BdMS sale price of A$5,000, would you say Cenkos is underestimating?
Semicast response: Implies max revenues of A$10m @ 2000 units. What do you think?

Quick change of tune by Colin from the 50-100K estimates.
What do i think? I prefer the old estimates.

I am unclear why we now think this BdMS unit is selling for $5K? I know it was what GB2 originally said but is this actually written down anywhere or are we guessing units potentially sold and revenue potentially gained?
If so, is this not fraught with errors? The most convincing argument for me is the demand and request to build has came from rich AV L5 Companies in order to get them back on the road. Millions of dollars a month must be wasted when not testing. SO we broke the deadlock at $5k a unit, really? We all say how sharp Nick and Co are. Why would we be selling it so cheap? I'm sticking with Colin on this one $50K a pop. Put that in your calculators :)

er hem, wasn't that link with Uber already established by a poster on this board a week ago??

A point well made. But at that time we were only talking a smaller batch of units. This is a much larger scale being suggested so if we can hold those high prices then SEEING really will be believing. (Speak to me later Sophie if you want to use that line in the next RNS, I can be persuaded with the similar share options that get handed out recently)

2000 units at 100k is 200 million. Is Colin getting a bit carried away or is this in Turkish Lira? I hope he is right as even a quarter of that figure will cover the fleet shortfall.

Hindsight is a wonderful thing. Could make you rich if you could call all the highs and lows. Guess you are now a long term holder now. Join the club and have a great Week!

The convincing arguments for me with this is if lack of DMS was really holding back these Companies from road testing then maybe these high sums are not so extraordinary. What if SEE were tasked to create a solution by these Companies how much would they cost then? Also, many of these L5 companies are willing to cooperate with each other so they probably wouldn’t have too much difficulty in sharing this tech, especially if it got them brownie points with the regulators and get the test cars back on the road. Put into that context, 50k + per car is peanuts. Here’s hoping!

Thanks S20, form is temporary, class is permanent

I agree, what are SEE doing? website update, press release then RNS the next day. Wrong order methinks. Perhaps this the a new gorilla marketing technique, they are super sharp after all.

I will let you know when I see Ken or Nick on Sky news Business at 1pm :) all good here. IKWT!

It won’t take much To get this sp back to 10p and our paper profits will be back. The question is will LTH now try a bit of trading having been forced on several rollercoaster journeys! I know what will happen the minute I try to be clever with this share.

I always thought it was the SaaS model with fleet that got everybody’s juices going not how much we sold the initial system for. I can see them wanting to still get some revenue from that. After all, that was what the AI was all about, automate the live monitoring and make even more profit per contract. We shall see. Funny how thoughts change.

Well the one positive i have seen is the knowledge and support of Colin at Semicast. It is great to have someone so well informed actively supporting DMS /SM and SEYE. I have really enjoyed his positive tweets, long may they continue. It help re-assure many on this board when we go down blind alleys trying to work out what "things" mean.

Strange how Ken had that weird interview with proactive investors and obviously never mentioned any of this. Was that another PR mistake considering the rns 4 days later!

My over arching approach to this share as a LTH was a double pronged approach. Trust the Company on 5he condition that they kept hitting their annual targets and 2) re-evaluate in Sept 2020.
I am gutted that they have let me down on my first approach especially as the sp has taken the expected battering. I still think it will all be worth it by 2020. Just feeling pretty deflated with SEE right now. On the positive, any OEM win will push this back up to 9p no problem but I was really hoping we would be sitting around 15 p in normal circumstances. Lower short term expectations I guess.

Held and accumulated these shares over 6 years and watch them drop 90 %. Sell them last week for tax reasons and now they jump up 20 percent.

Great find Jazz, glad someone isn't all doom and gloom on here

That was one of the reasons they teamed up with Mix, to combine best of both companies products rather than having a load of various telematics products in the cab confusing drivers and fleet managers.