RE: Re Ken Kroeger4 Mar 2019 10:39
Terry, I agree that the Safestocks forecasts looks incredible, but there is always the potential for another company (SEYE with chip) coming in the next couple of years and putting a spoiler into the party. I appreciate that once an OEM starts with one supplier it is difficult for them to move elsewhere, but look at SEYE again, they are coming to SEE. They could well swing back in the next couple of years if they want.
It's well worth keeping a very close eye on the competition to find a get out price (if a TO doesn't come first of course). But it any case, this won't be for at least a couple of years IMHO.
DYOR of course.