Member Info for shallwe

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.

BSB filtered.

Bausch, you beat me to it.

I was going to ask BSB about the 'holding' RNS on Tuesday that 'PM didn't want to do', followed the next day with a superb CAE RNS.

SEE insider close to Paul? Like hell!

Maybe 'soon' is similar to 'imminent'? Who cares? It's going to happen one day, I'm pretty certain about that.

If only the market could read between the lines in this RNS, it's about what it doesn't say rather than what it does say.

We can read the invisible bits, shame the market can't, but it will one day.

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.

The more models, the merrier :)

There were quite a few posts in Telegram, but even that was quieter than usual.

My only concern is that S2020's list of 30(31?) RNS's due this year is looking pretty sick, or was that over a couple of years? Still not on target though.

Buysellbuy. When you say internal source, internal at SEE or in a financial institution? I don't have a problem either way as I find your posts intriguing.

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.

22 vacancies last week, down to 19 this week, so 3 filled - hopefully.
Last year during the pandemic they had zero vacancies, so a fantastic advance.

Once again TLS, a brilliant and simplistic explanation.

But no, you can't pull my new car apart to see how it works once I get it!

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 :(

Great find TLS. Just shows that SEE aren't standing still but pushing the boundaries. Makes our moat even larger.

No competition? What, not even SEYE? I thought they were, sorry are, the king of DMS! :))

One or two nice names mentioned in that report, one of which, once a day, will keep the doctor away.

My delivery date has gone out from October 21 to November 21 :(