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Nearly a year since the VW contract news and not a massive amount of new contracts this year, pretty quiet on the contract front really.
Just as well I’m an old geezer the time goes so quickly, it will be 2024 before we know it

After December the part shortage will be dealt with he said.

View on Argo

https://ojoyoshidareport.com/autonomous-driving-taxis-toasters-trucks-and-trillions/

Seize
They re engineered a part to bring the costs down and our cash position was 20%+ better than expected last year, so i don’t see them slacking off just because there’s money in the bank.

It would be nice to see an upgrade to our current contracts though to show the increases from GM and fisker or some new contracts, the market is bored again, its like a 2 year old child.

Euro legislation started already this year for new models, 2024 for refreshed, so ALL cars in 2024

Soul
Do OEMs go straight to tier 2s? Not usually.
Qualcomm are blurring the lines with their new approach as they aren’t a tier one but supplying the whole package and this looks to be the future, so yes I’m sure mobileye will be looking for DMS for its ADAS suite.

Exactly, so I’d be happy with them licensing our tech like everyone else, that would get us to 8p at least.

While not on the same level as Nvidia’s Orin and Qualcomm’s Snapdragon Ride chips in terms of performance, Mobileye CEO Amnon Shashua said the Ultra chip has more than enough muscle to control a consumer-grade autonomous vehicle. It also wins on power efficiency, he claimed. Reducing power is growing in importance for electric vehicles as self-driving systems will have to run off the same battery as the powertrain.

Mobileye said prototypes of the Ultra will be ready in 2023, with full automotive-grade production set in 2025.

https://www.electronicdesign.com/markets/automotive/article/21214183/electronic-design-inside-mobileyes-eyeq-ultra-chip-for-the-future-of-selfdriving-cars

Qualcomm’s snap dragon ride is available 2022, not a protype.
VW and BMW have shifted already, Toyota are in a hurry are they next? Probably.

They’re still trying to sell a dream and judging by our share price the investors are buying the dream and not the reality

I think it would be good if mobileye put in a huge offer as Qualcomm will put in a huger one.
The IPO tells a story, intel want to off load mobileye and even if they bought us now they’re so far away from developing a new product that could compete with Qualcomm and magna then whats the point?
The contracts that Qualcomm and magna have will be on average 10 years long and will be very sticky with snap dragon ride offering the same or better than mobileye, why will the OEM change?
Mobileye were in the right place at the right time but have clearly made some bad decisions and with the demise of ARGO they must have a twitchy bum.

It was 18p if it was true, it was a rumour on safestocks.
The sp of 7p has absolutely no correlation to the business and the scale of our future earnings and as Paul said when asked about a takeover/buyout he wants us to reach our full potential and bring shareholders value.

It’s all about Qualcomm, they bought arriver for a reason, check out the guy speaking about snapdragon ride.

https://www.qualcomm.com/products/application/automotive/autonomous-driving

We’re not in volvo, they have chosen something else, its a radar OMS .
They’re still in huff from when we wouldn’t give them exclusivity.

Are smarteye barking up the wrong tree

https://www.theguardian.com/technology/2022/oct/25/information-commissioner-warns-firms-over-emotional-analysis-technologies

This is the second article I’ve posted on this, emotion detection is a load of tosh.

All they can do is deliver, which they are doing massively, this is an unknown to the market, its an open goal for us knowing what we know. The market is still skewed due to the likes of Tesla branding autopilot and mobileye saying they have solved lvl 4, can all those big investment firms piling in billions be wrong? We know they are, we know that even when it is lvl5 our tech will still be valid for OMS and all the other features that are being developed and will be developed in the future.
We are appearing in lots of social media, podcasts and tech articles and I’m sure we are on plenty watchlists, so now its just a matter of time until these contracts drop which surely must re rate us?
We clearly have buyers looking to accumulate given the millions that have changed hands recently, but they obviously don’t want to pay for them, the seller is dumping on our news and its keeping the price down instead of buying pressure putting it up and the company can’t do anything to help that.

Thats my tuppence, it will be alright.

Paul said on the podcast we have a different kind of deal with aviation, small numbers but high margin.
I wonder what it is exactly, can’t be exclusive, all must get the tech.

Dunno why anyone would buy smarteye, they haven’t brought anything new and innovative for years and admit they won’t be investing in themselves, so why expect someone to invest in you?
They say they’re in the polestar 3, but for how long, because judging by their previous it won’t be up to the standards going forward to 2025+ if they don’t invest in new tech, with their burn rate and contract sizes its hard to see where the money will come from.
We on the other hand are continually innovating and designing expensive parts out, nuff said.

It’s been stated over and over that its a sticky business and magna will have done enough in 3 years. Gentex should have been quicker off the mark.

The question is whether the companies they merged with bought into his BS too? With all the design wins, market leador etc the figures don’t lie Martin, covid is no longer an excuse.

He’s choking on the BS hahaha

If their shareholders had any brains they would sell out and be buying shares in us.