Member Info for Seeing-2020

Buffet, in his recent video he highlights that the "auto orderbook" drives the value, I tend to agree, its the order book for auto that will drive our rerate, so no we don't need to wait for 23/24, we need the results of the recent RFQ activity

VW Group
Toyota
Jane Fonda

etc

I have been in my bunker for the last 24 hours working on my questions, I have it down to my top 302 now

Buffet, nda would prevent current SM liking such a confirmation.

Maybe a question for McDelivery tomorrow

Old, multiple accounts for one person so finally LSE took action and MaxVolume and Alessxito are rightly banned.

I must say as a parent I found the post by Alesxito at 23;27 last evening repulsive, at least LSE took action before they lose their genuine members.

Now let's get back to shairing research and having respectful challenge and debate

They are part of of a $1.37 Trillion business, which is the 6th most valuable company in the world.

Yes I am enjoying it thanks

Royal Beuk it ain't

Good question S7.

What happened this weekend was confirmation that said BDMS customer is Waymo.

Yes I know, its huge

The delay is why we have had no design wins for a while, however 2024 production is a design win today and Paul said RFQ action really kicked off from Nov 2020.

The delay has happened, 2021 is the year OEMs need to make sourcing decisions.

I always said 2021 was the year

Thanks Max, feedback is a gift

Well on Thursday prudent Nick said "the DMS market is about to explode"

Yes that and the contract with Waymo

Good point, I guess a 5 star rating in a choice, but the GSR is a mandate

They are running out of time

This Safestocks interview with Colin B is an interesting read 3 years on.

https://www.safestocks.co.uk/2018/06/24/battle-of-the-titans/

"Both Apple and Alphabet need it, ideally so the other doesn’t have the technology. Whoever wins gets a minimum 3-5 year lead on the other (automotive qualification alone is 3 years – and Fovio is automotive qualified). Remember Zuck bought WhatsApp for $19 billion so Facebook had a potential rival under control. Conventional metrics for valuing a company won’t apply, this would be a straight Battle of the Titans. I’ll be watching.”

What if, its a good question.

I agree the cheap takeover by a tier one is gone forever, the likes of Xilinx, that ship has sailed also.

So then we look at some examples, Mobileye was bought by Intel, ARM by Softbank.

I think we are looking at the really big players, why do they buy us could be as simple as they see value, Mobileye pretty much operates as it did apart from it has one shareholder not many and the access to funding to allow growth.

Toad, news breaks over a weekend that we are confirmed in $1.37 Trillion company Waymo, well it affects people in different ways

I am going to guess F150 RNS

Obviously results are Wed, will we get something before?

Not a share to be out of over the weekend

Maybe they are the rampers and are trying to push us up this list

People will think we either struck Oil or cured Covid

Is Waymo Oil or Gold?

https://www.lse.co.uk/chat/hot-topics.html

BB, Tesla is an interesting one, we would solve a problem for them but would Nick take the call?

Best news i have seen in ages

https://www.eetimes.com/inconvenient-truth-waymos-driverless-cars-use-dms/