Member Info for schlemiel

I'm sure Burger's also at Woodside Capital Partners

Rudy Burger in attendance

https://sensemediaevents.sharepoint.com/Shared%20Documents/Forms/AllItems.aspx?id=%2FShared%20Documents%2FEvents%2FAutoSens%2FProduction%2FAutoSens%20Agenda%202019%20in%20Brussels%2Epdf&parent=%2FShared%20Documents%2FEvents%2FAutoSens%2FProduction&p=true&cid=77cfc01a-68c6-41a3-a77c-24115dcb04c4

The fundamental problem , as I see it, is that many of these BdmS and DMS contracts we have supposedly secured can't be confirmed officially through the release of a RNS and therefore the market is 'in the dark'. With the identity of the customer being concealed by a NDA we are left in a situation in which conjecture and speculation dominates.

I'm looking at the valuation of some of many of these auto-vehicle development companies sitting at valuations of $5bn, $6bn and $7bn and I'm left thinking that such valuations are ludicrous. SEE's valuation of £95m does not reflect the value of our tech, our data, our contracts and our prospects. The dilution and lack of positive cashflow and EPS does hinder our progress somewhat and that cannot be ignored but I suppose LSE values tech companies according to a different set of parameters than does Nasdaq or in the case of Waymo, Cruise etc a private company...

This seller's a pain up the ****

Phoebus

That's 'top' analysis. The timeline here is all important and an appreciation of timescales helps in positioning risk exposure

thanks

Good find. Mix has around 750k vehicles under subscription. Even if 5% of those took up Guardian that alone would boost Guardian numbers significantly

NM - Exactly. If the first drill does the business you watch analysts rush out upgraded valuations though of course there's the possibility of the opposite occurring

I was intrigued by the comment about the SEE camera disengaging SC because it wasn't able to see the entire face. Is this facial recognition of some form ie not actual identity of the driver but a pre-facial recognition system?

The idea that the actual identity of the driver triggers access the car's start-up and trigger its system. An unknown driver wouldn't be recognised and therefore unable to drive the car

once the driver's identity is confirmed the car's configurations automatically trigger (seat position, radio, mirror etc etc)

shallwe

GM and SEE know what they're doing fella. DMS is essential to SC

eyedoc - Let the drill bit do the talking. All else is speculation

''Car Hound July 10, 2019, 9:07 pm

I view the above article comments about sleeping drivers with extreme scepticism, taint possible based on my experience.

I have a 2019 CT6 w/Super Cruise (SC). The small pickup monitor above the steering wheel monitors what your eyes are doing. I tested it by having the apparent focus of my eyes of to the side. I was still aware of what was in front of me but the monitor did not like that it could not correctly see that my eyes were focused properly. There was a warning and Super Cruise disengaged.

Another time I was wearing a face mask filter over my nose & mouth when I engaged SC. It initially engaged but very shortly disengaged. While my eyes were visible and focused ahead SC did not like not seeing the rest of my face.

As far as getting on an off ramp SC will disengage immediately.

These 3 situations were repeatedly tested with the same results.

Super Cruise works well in heavy city highway traffic. I’ve had Adaptive Cruise for years in a DTS and was skeptical about the increased value of SC in heavy city work traffic on interstate type of roads. I was wrong. SC lightens the choir of handling such traffic.

In one such area highway construction was set up some temporary lane jogs (marked with white delineation paint) and the CT6 easily corrected for the needed temporary directional adjustments.

SC is a great option it is good to see that it will be available on other
GM models.''

top note from UBS..thanks newtofo

2 v 1 but looking a tad weaker, unfortunately. BEGO no longer bidding. Ah well, we await news!

Read this from start to finish and start getting excited

https://theterritory.com.au/invest/industry-sectors/oil-and-gas/building-on-our-foundation-gas-industry-the-territorys-oil-and-gas-story#accordion-0-4

There's around 32 people and I suspect most of them are activists as opposed to ordinary members of the public

L2 is 3 v 3 but the next 2 MM's on the offer are asking 3.33p for 100k...that's a hefty difference between 3.10p and 3.33p

3 v 3 now with 2 active MM's upping their bid. The 3 MMs on the offer haven't moved since before 8am. The 3 MMs need clearing

I hope that's true! I'm holding just over a 1m now....10p would make me happy, even 5p

“Native title holders together with the Northern Land Council completed sacred site clearance and avoidance surveys for this work in September last year.



“Our native title holders are very optimistic about the economic and employment opportunities this project may deliver to their families and their communities.



“Our native title holders also respect the rights other TOs have to speak for their own country, though they would also like the same respect be afforded to them, and not have others speak for their country.”



Not surprisingly, the first slide of the Powerpoint presentation given to the Alice business community on Monday was a collage of Aboriginal people in mining-related settings (photo above).



The claim on a flyer advertising Monday’s demonstration that the “traditional owners have not given consent” seems to be shaky.



Also not surprisingly the Origin spokesman referred to the Justice Pepper enquiry commissioned by the NT Government: “We have also just been through a very thorough and detailed independent scientific inquiry that found the risks identified with fracking can be mitigated or reduced to an acceptable level, and in some cases eliminated.”



Meanwhile Alana Richardson, the CEO of the Chamber of Commerce in Alice Springs, says the action is some two years away.



The response of the business people at the Origin function had been “very positive”.



The chamber and the Industry Capability Network of the Northern Territory are keeping a sharp eye on the commercial opportunities which are likely to include transport and opportunities for construction tradies, says Ms Richardson.



Talks are also proposed with Charles Darwin University about new courses that may be useful.

end

https://www.alicespringsnews.com.au/2019/07/11/fracking-duel-at-50-paces/

Fracking duel at 50 paces

Proponents of hydraulic fracturing and opponents of fracking (both terms mean the same, of course) were within shouting distance of each other on Monday, separated only by burly bouncers.



Inside the Star of Alice, at an invitation-only function, were about 45 local business people and bureaucrats, looking for a slice of the action. They were guests of Origin Energy.



Outside were about the the same number of people, but with a very opposite mindset, hoping to somehow prevent any action.



They have little realistic hope now that the NT Labor government, for which a good many of the placard wavers probably voted, directly or indirectly, has given the green light to fracking.



Origin is not an oil or gas producer but an explorer. It will not be fracking near Alice Springs. Its main focus is rather the highly prospective Beetaloo Basin, about half-way between Tennant Creek and Darwin. The company will drill a small number of exploration wells there.



In the end the two sunset functions on Monday turned out to be very civilised. What’s more, some significant facts emerged, during the two gatherings and subsequently: What is the position of Aboriginal people in relation to fracking?



It is clearly a stand-by-for-more situation.



Both sides are referring to (or using?) Aboriginal people in their arguments, but there is a significant difference in the substance and the style of the two sides.



The Lock the Gate Alliance: “The Northern Territory Government has abandoned communities and many unique natural places to the greed of the gas companies.”



The fracking opponents refer to “traditional owners” in plural but Ray Dixon, “a traditional custodian for the region downstream from Origin’s frack site”, is the front man whom an alliance media release quotes: “There are many traditional owners who are sharing concerns about Origin’s fracking plan and the downstream impacts.”



Origin seems to be on firmer ground, having reached an official agreement with the Federal statutory body in charge of such matters, the Northern Land Council.



Says an Origin spokesman: “Claims by the anti-fracking lobby that traditional owners have not given consent are misleading.



“In terms of our relationship with Aboriginal people, Origin works with the Northern Land Council to ensure we engage with traditional owners who are the native title holders and who speak legally and culturally for the country within our exploration permit area.



“The NLC are the statutory body who determine who the rightful native title holders are for our permit areas.



“We recently met on-country with our host traditional owner and native title holder groups ahead of this year’s work program.



“Pending all necessary environmental assessments and approvals, our plan this year is to drill two new exploration wells,” says the spokesman.


cont....