Member Info for Seeing2030

Is clever, will Toyota contract be signed soon? Japan is going well a few months ago, first ever time giving out figures for RFQs. Day dreaming. Again..

Pretty decent buy of 91k @ 12p, like it a lot, i was expecting to be lingering at 11p for a bit

I also believe as a share holder the broker note should be available to read for free, I am glad I don’t pay a subscription just to read that tosh they write, its uninspiring and not fitting the aspirations of the company. We are the go to company in DMS with a potential 1bn order book in auto alone, unless you’re on research tree you wouldn’t know it and if you read the report you wouldn’t know it either, target price 16p??? Progress in multiple areas and multiple opportunities, 16 tier ones, 16p??? Very strange imo

It seems like we will get a good valuation based on big Paul, his bio on LinkedIn is pretty spot on

A business leader with proven experience in driving transformational change in private and public businesses. Highly skilled in corporate strategy development: shareholder value improvement, planning and portfolio management; transformation, reorganisation and brand alignment; expert negotiator and calculated risk-taker with strong critical thinking and analytical capabilities; high degree of managerial courage, focus and decision-making capability.

We’re in safe hands.

Cheers, ESC

I thought that,wowsers. Big money involved

If the 900m was including any of the Qualcomm customers? All will be much clearer this time next year.

Is 16bn in debt? Wow, that’s surprising, I don’t get that they have nearly 8 bn in cash and all that debt. Can’t see them trying to buy us too then unless they want more debt

One risk both Seeing Machines and Idox face is that of competition. The global IT and software market is incredibly competitive, and these companies are still relatively small fish in a big pond. If larger peers decide to aim for their market share, growth could come sliding to a halt.

Badly researched then, we are the big fish

The LTH do but whoever is selling large chunks clearly doesn’t. I hope Richard keeps mopping then up.

The evidence is mounting

14 billion dollar companies that don’t make money

https://www.gobankingrates.com/money/business/famous-companies-arent-profitable/

Once we prove we are the ‘one’ in automotive then it’s game over, it’s the key to the next generation of ADAS, it can’t work without it and that’s before the mandates.

https://www.veoneer.com/en/press-releases?page=/press/perma/1936794

110m to pay to magna for pulling out!!

Just had another watch and the thing I missed the first time is we are working on 6 RFQs which are 50% of the $1bn total of RFQs, so the 6 to be announced (which are well under way) over the next 3 quarters are worth $500m.
Not too shabby, so thats as Paul said double our existing contracts.
Will the share price double?

Qualcomm may take a stake of 19% which would give them a strong position and give us the cash to complete the RFQs?
There are options, that would be a good outcome

Don’t get me wrong, I’m wanting contract news ASAP.
It’s definitely feeling like we are in the end game now, a matter of months.

Yes, he said they won’t be making any decisions on what to do regarding RFQs for the next couple of quarters, so I guess the next 3 quarters means just that.

Sadly no contract news until next year though, that will have the impatient selling out.
Consolidation into a bigger company will help us take all the RFQs? Will they accept a lower offer now due to not having enough resources and turning away work?

In September, charts are there to be smashed. So you can still make a nice profit blobs if you get in now haha

Well, it was because they had the ford minder in the car they were wearing masks.
He did say at first there was problems when wearing the sun glasses and mask, so fair enough.

Seeing machines have already sorted this, so why is it an issue?

https://www.youtube.com/watch?v=QL75fHC3mWU

Blue cruise is official, they need to sort out the mask and sun glasses issue. GM managed it, so its doable.

https://www.caranddriver.com/news/a37231891/ford-bluecruise-details/