The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I saw that earlier and was going to post it but didn't have time. The first thing that came to mind when I read this is that human factors DMS can't come soon enough, it is a very sad read especially knowing that SEE technology could conceivably have saved their lives.
AConcept. Having only been in SEE for about four years, I'm definitely not a LTH, I'm definitely not a guru of SEE, I do suffer terribly from confirmation bias with SEE though, a bad weakness I'm sure, but I can certainly live with it.
I've set myself a (possibly too high a) target that I would like to reach and if it gets there (S2020 thinks it will be this year, sadly on this occasion I disagree), however I will take a takeover but I only want this to happen if indeed it does after 2024. As to who by? As long as they stump up the cash, it could be Tesla for all I care.
An interesting RNS with possibly more detail than first meets the eye.
Like Terry, I go for 2022 for Auto to start rolling in. My original dates a couple or so years ago were 2021-2023, after the shenanigans of the last 18 months, i revised my dates to 2022-2024. So, I'm still topping up my SEE shares as and when money comes available.
I have to say, smart move by Martin K at SEYE. You're losing the OMS battle by a country mile, so you buy a small company with a tiny mcap that is more ahead than they are. The amalgamation of the software may not be straightforward, but it's not rocket science.
They could be at SEE's level in as little as three years, except that SEE would be at least another three years in front again.
Maps - 'they need to spread the word about who is providing the brains behind SuperCruise, BlueCruise etc.'
SEE aren't the brains, they are only a small part of the system, a very important part, but in the thick of things, small. However, without SEE, the system would not be very effective.
I'm on one of the American Mach-E FB pages and occasionally drop the SEE name into posts when they discuss the upcoming Bluecruise OTA update. No one has come back with any queries or questions yet as they don't appear to be particularly interested :(