Member Info for Seeing-2020

Curiosity, I remember that saying the CEO who caused the Panmure downgrade from 28p to 3p used to say it, along with his other classic that staff come first then customers then shareholders.

I would rather listen to the CEO who caused the upgrade from 3p back to 7.72p by realising shareholders come first

Safety does sell it is why they have an Ncap rating system.

How's the weather over there, better than this side of the world i am sure, take a break nobody is curious anymore

Wouldn't want to be out of this over the weekend

Always wanted to say that

Terry, thanks I take that as very positive.

I had a good chat with Sanjay at CMD, seemed a decent chap, speaks his mind and had strong views on previous management. Good to hear he is more positive on current management and 77% upgrade is very decent, time for Mr Bunce to do the same

I must admit I didn't know much about them, but they are huge over $600bn AUM, they have lots of funds and as JC pointed out they hold Qualcomm.

The list below shows their top holdings, some really big names, as my mother used to say "be careful of the company you choose to keep as it reflects on you". Alibaba, Amazon, Apple, Alphabet , seems decent company to me. then we have big names in energy / logistics Chevron, PepsiCo, etc and if all else fails Pfizer should keep it up.

https://www.holdingschannel.com/13f/federated-hermes-inc-top-holdings/

Faz did call it to be fair

"After some probing, he did let slip a few names that generally attended the 121s with all presenting companies:
Kabouter - https://kaboutermgmt.com/ - HQ in Chicago with satellite office in San Fran
Federated - https://www.federatedhermes.com/ - HQ in Pennsylvania - Over $600 billion in managed assets as of June 2020
The 3rd name sounded like he said "GE Sure" but the closest I can find is https://geosureglobal.com/the-team and I'm not sure it's them."

Reuters

"Sales for its F-Series pickup-truck rose 3.5% in the quarter when compared with a year ago, marking its best pickup sales since 2005, Ford said."

RE: Rich period of newsflow25 Oct 2020 06:07

2) The likely news
- F150, Veoneer have gone public with the Ford F150 so nothing stopping our involvement being confirmed
- Semiconductor License deal, we had the MOU announced on 8th Sept, so we are now in the window of time that we should expect an RNS confirming the deal is closed and the financial terms
- L3harris License deal, for the Aviation MOU we know its L3harris, both sides seem very happy even stoked so I would expect this is very advanced

The rich newsflow tread seems to have broken, so this time I will copy and paste a couple, as none zero nada has happened yet .

Rich period of newsflow25 Oct 2020 06:03

Many of us have been here a long time, but this feels different and it has done for a while, looks like we are entering a rich period for newsflow, hopefully rich period for the SP also

1) The guaranteed news
- TR1 for the 10% "well known US investor", this has to land this coming week, shares are admitted on 28th.
- The final results, Monday 2nd Nov, we know the headlines from the Trading Update on 3rd Aug.

"Financial highlights for FY2020

 

· Total income for FY2020 is expected to be A$42.6m, representing a 30% increase on the previous period

 

· Revenue for FY2020 is expected to be $39.7m, approximately 8.5% ahead of consensus guidance (consensus: A$36.6m)

 

· Cash at 30 June 2020 was A$38.7m, up by 22% on consensus guidance (consensus: A$31.8m)

 

· Total connected Guardian units at 30 June 2020 was 23,415"

Actually this quote is the money shot

"Even with new systems from many different automakers, Super Cruise still comes out on top due to the infrared camera ensuring the driver’s eyes are looking toward the roadway,” says Kelly Funkhouser, CR’s head of connected and automated vehicle testing."

Volvo need to get their act together if they want to keep their safety rep

"Systems that didn’t give clear warnings to the driver to pay attention, such as Volvo's, or that failed to keep the vehicle within its lane, even on fairly straight roads, such as systems from Buick, Mazda, and Land Rover, didn’t fare well in our overall scoring. When CR requested comment from these companies, several said their lane keeping assist systems were not designed to keep the vehicles centered. (See rankings below.)"

"Monitoring whether the driver is paying attention is a big part of the reason that Super Cruise is still tops in our ranking. The system uses a small camera facing the driver’s eyes to assess whether they are watching the road ahead. If the system determines that a driver isn’t paying attention, it delivers multiple warnings—such as bright red lights on the upper rim of the steering wheel—to grab the driver’s attention. If the driver still does not react, the system will start to slow the car down on its own, eventually bringing it to a stop. It also will call for help."

The headljnes are all about Tesla v Supercruise, but actually they tested 17 systems not 2 and Supècruise came out on top. This article goes into detail on each test its a great read

https://www.consumerreports.org/car-safety/cadillac-super-cruise-outperforms-other-active-driving-assistance-systems/

Interesting post by L3harris on linkedin, seems to my eyes that they are acting like they have a license deal in place, my eyes have only read an RNS for an MOU....

https://www.linkedin.com/posts/l3harriscommercialaviation_the-eyes-often-tell-the-story-with-eye-ugcPost-6727269836700971008-SP55

Trying to kill the CAT, but it has loads of lives

Who arranged our "strategic investor" again?

https://ark-funds.com/help-center/knowledge-base-article

"ARK ETFs trade intraday, similar to stocks, on an exchange. ETFs are available through various channels including broker-dealers, investment advisers, and other financial services firms, including Fidelity, E-Trade, Envestnet, Schwab, TD Ameritrade, UBS, RBC, Stifel, Raymond James, Pershing, Morgan Stanley, Merrill Lynch, Oppenheimer, LPL,, etc. (Please note that you cannot buy ARK ETFs directly through ARK Invest.)

H, you are right only 12% need to up my game.

In the board room at Bosch, to the M&A Director "hand over your company car keys please"

Well I hope Nick, Kevin and Rodney had some stock from their time there, good luck to them if they did.

Cathie Wood will be happy also

Shrey, I am happy enough on here, its down from time to time but aren't we all.

If you watch the tour de France you will notice these breakaway groups are hard to keep going, needs lots of people putting in almost equal effort over a sustained period of time, some look promising and people join, others fizzle out very quickly

I will keep posting here and have my telegrams in paper form

I have even unfiltered everyone, why not eh