Member Info for Seeing-2020

Shell have a reputation for safety leadership and a wide supply chain, amazing really

" the Company sees expected growth across EMEA, this team and its position in Europe, while aligning closely with Shell's footprint, will enable further growth with other organisations based out of the region."

"This most recent development comes off the back of the recently announced deal with Shell Global Solutions International B.V. ("Shell") to deploy the Company's Guardian technology across its global network of vehicles, over the next two to three years."

Glandore, can you do some due diligence on Toyota please, I know they claim to sell a lot of cars but that could be just smoke and mirrors, I haven't seen them sell those cars so who knows eh?

Just so we don't sign them up and realise they are lada after all.

Don't even get me started on Microsoft and Amazon really hope we aren't working with them I knew Qualcomm was bad news but would Terry listen to the voice of reason not a chance

As for Lewbo and his chart, does he even have a PHD in charts, I doubt it myself

These positive people do my head in.

I assume that statement about minimal profit is a personal opinion? or have you anything to back it up

Red, of course some financials would be good, perhaps we get more colour with the finals in a few weeks, but at least we could name the customer and its Shell

Esc, I have been busy reading up on our new client, to be honest I am still a bit Shell-shocked that we have landed one of the true global super companies

- Seems they were an earlier adopter of ivms (in vehicle monitoring systems)
- Safety is a key value and safety decisions such as DMS are taken at a group level
- The supply chain tends to follow their lead
- as does the industry

Cenkos tell us they have 20,000 vehicles as we can work out this is a truly transformational deal

Esc, trying to rack the brains for that one.

I remember a Chevron contract

We are talking proper household name, if Gino Dicampo said "we asked 100 people to name name an Oil company" top answer is Shell all day long

https://www.investopedia.com/articles/active-trading/111115/why-all-worlds-top-10-companies-are-american.asp

Amur, I tend to agree and Shell were one of the first to deploy IVMS

The lead in Fleet is much bigger than the lead in Auto, we have been doing Fleet for years and the 7.8bn km data is Fleet data

we have NO competition in fleet

Urban, you not that kind. My name is Seeing 2020, so I know my timescales were wrong, are we married by any chance?

Urban, you don't seem to understand broker targets, its the price they expect in the next 12 months not 12 minutes

So Cenkos expect 16p, I expect 100p++

Urban, it was 86 times

I agree the price is really cheap, its about to go BOOM BOOM

We are 2 weeks from the finals so I wasn't expecting an upgrade today

One snippet from their note was the "halo effect" comment, makes a lot of sense as Shell would be seen as a leader on Health & Safety

Mat, we struck Oil

HAGD, you have had plenty of good days

Days like today aren't for you they are for the shareholders

Stopped clock.....I am claiming number 7.....

So I will summarise with a few predictions by calendar year end

1) Honda Design Win
2) Very positive final results (27th Oct) and FY22 update
3) Broker upgrade
4) VW design win
5) Toyota Design Win
6) Large CAE contract or license deal
7) Transformational Fleet news
8) Volvo Design Win
9) L3 license deal closed out
10) Billion dollar pipeline of won Auto contracts

Believe and it will happen.......

Jeez, now I realise why we had so many posts on here over the weekend, i was wondering what was going on.

"Given the size of Shell's global footprint the deployment of Guardian is expected to begin in 2021 but could take several years to fully implement."

https://www.eetasia.com/the-dms-disaster-facing-mobileye-and-nvidia/

https://www.eetasia.com/dms-becoming-a-must-have-for-most-oems/

"The easiest, fastest and most cost-effective location for carmakers to integrate the necessary IR optical components and associated electronics is the interior mirror. With Euro NCAP set to add DMS/OMS testing to its 5-star safety rating in either 2023 or 2024, Magna’s recent announcement of a fully-integrated interior monitoring mirror therefore really matters."