Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Brock, So if even slightly correct which lets be honest it's still a guestimate, my gut feeling (no technical financial research involved) of a re-rate in 2023-2026 is still pretty accurate to yours, if indeed it comes true.
However, lets sit tight, it's still likely to be a ride of our lives once it starts. Lets see if the recent new posters are still here in the next few years keeping the existing LTH's company.
19 vacancies now at SEE, it's ramping up :)
https://seeingmachines.springboard.com.au/jobtools/jncustomsearch.searchResults?in_organid=18900&in_jobDate=All
I am totally positive, but also a realist. There were many posters here over the years who said that when VW hit the books, the SP would doubled or better.
It didn't happen and the SP have actually dropped out hasn't you noticed?
The ride is horrendous but I know that when it comes good my life will be transformed - if only it was sooner rather than later.
'This will in turn lead to highly significant software royalties throughout this decade, the value of which we believe are far from being reflected in the current valuation. We iterate our buy recommendation + 19.5p valu[ation]
I still find this sentence ridiculous, come on Cenkos, put your b4ll$ on the line and take a punt at a more realistic figure based on what you have said!
This say's it all: -
'Similar to its other critiques of Tesla’s systems, Consumer Reports argued that GM Super Cruise’s driver monitoring system is still the golden standard, as it intervenes if its cameras determine that a driver is not paying attention.'
Nuff said?
Seasons greetings to all.