Member Info for shallwe

As posted by Bristol 87 on Telegram, GM drop Supercruise from the start of the production of the 2022 Escalade. Thought to be chip related but no reason actually given. I'm noe hoping that this won't impact on any other OEM and potential RFQ. I hate to post potentially negative story's but things need to be out in the open.

'The global microchip shortage strikes again. A reliable source contacted Motor1.com with information showing Super Cruise was, at least temporarily, being cut as an option for the 2022 Cadillac Escalade. A specific reason wasn't provided, but it's not exactly a risky leap to say the enduring semiconductor shortage is behind it.

Upon receiving this news, Motor1.com contacted Cadillac to confirm the information and it is accurate. A Cadillac representative offered the following statement.'

"Super Cruise is an important feature for the Cadillac Escalade program. Although it's temporarily unavailable at the start of regular production due to the industry-wide shortage of semiconductors, we're confident in our team's ability to find creative solutions to mitigate the supply chain situation and resume offering the feature for our customers as soon as possible."

https://www.motor1.com/news/537054/2022-cadillac-escalade-no-supercruise/

Terry, there is a welcome effect in the Mach-E, but TBH I'm usually too busy putting my laptop and jacket in the car to really take any notice of it. t does look pretty cool though.

I've had my Mach-E for five days so far. I've always had straightforward, medium/small cars in the past as I'm not a 'car person', last car behind a Seat Leon TDI (anyone want to buy a second hand car?)
Driving the Mach-E has been a revelation, it virtually drives itself, it is so simple once you set it up, and boy, it has a heck of a Mustang kick when you floor it.
The bad news? Even being a Director doesn't allow me to have the top of range car, only the bottom of the range in this instance - so no DMS, no SEE

It was meant to hit a number that didn't start with a '0' or a '1' last month, and as i reminded Seeing 2020 on Telegram, that didn't happen either.

However, everything looks right, like everyone else, I am trying not to get too frustrated by the downward trajectory, but this happens all too often with SEE when no news happens, even though we can all see that they are doing well.

That's an interesting Schlem, I wonder whether that would include the DMS element too? If so, that could be another OEM nicked from SEYE.

Vas, another thing vitally important to the story are that there are regulatory tailwinds that are getting stronger and soon will be a hurricane. Both with Euro Ncap requirements for all new vehicles from 2023 requiring DMS and now the American NTSB getting in on the act, soon most of the new cars globally will need DMS, and forget the SEYE 'King of DMS' bull S***, there is only one very clear leader in this field, and that is SEE.

Hi Vas. There are may legs to the stool with SEE and at last they are finally coming together. As always, nothing is guaranteed, however everything is aligning for a very decent next few years if with the only danger to me being that SEE gets bought out too early. This isn't a share for the faint hearted, I've bought tranches over the years ranging in price from 1.9p up to over 12p. I've been down -50% and I've been up +75% and more, but it all boils down to being patient.

We had a prediction game at the end of last year for what the price would be at the end of this year, I recall that my prediction was around the 15.4p mark with a high during the year of about 18p. I'm not convinced of the high any longer but think that 15p at the end of this year is still on. However there are many here, and I wouldn't go against them, who are predicting double figures with a number '2' at the beginning at the very least.
Everything is down to the contracts being announced that we are all very confident of winning, if there are some large wins (VAG, Toyota) and some more aviation contracts wins, who know, the price could be even higher.
However, my target is for 2023 to 2026 being the golden egg years, sounds a long time, but the length of time that many have been invested here for, it's relatively short.

Good luck with your investment, and be patient, it should happen.

*Paul (damned autocorrect!)

I believe that park said RFQ - 'Request for quotation'

The market doesn't like it either, they are down -9.25% as I type this.

Based on the fact that the RFQ's are still ongoing and in theory we could lose a chunck of them if there is another eye tracking company in the bid, them my own personal view would be about 15p.
However this would be based on having done no research, with the knowledge that we are aware of but the market clearly doesn't, the price should be considerably higher at say 20p.
But, once the RFQ wins get announced (hurry up SEE, I'm getting impatient!) then the sky is the limit.

When we did this at the end of last year I recall I said something like 15.4p with a high in the year of 18.7p.
I'm still sticking to that but more than happy if I'm
wrong, in the right direction of course!

Terry, very good question re: the talent. What I took from PMG's interview was that maybe SEE don't have the staff in order to service the extent of the rfq's hence the hint at consolidation.
I was left wondering if QC or a.n.other are needed as an equity partner to be able to use their software engineers because of the shortage of them?

Sandy - nail on head.

KK was great at getting the technology to where it is now, PMG took over and taught the company how to commoditise, market and sell the product.

Haha, the green blobs are so transparent. Missing when the SP shot up, suddenly they reappear when the SP drops slightly. They obviously didn't see the after hours trades that cut the slight drop by half.

Only one post to become a green blob. Must be some record.

Sure this on Telegram - wow, things arehotting up in the M&A side.

https://www.prnewswire.com/news-releases/qualcomm-offers-to-acquire-veoneer-for-37-per-share-in-cash-301349272.html

Green Blobs.

Has anyone seen them today?

Thought not.

That absolutely confirms their agenda.

....and don't forget Chris' last line.....'Soon, the institutional holders will have to decide: do they want a pound in the hand or a tenner in the bush?'

I know what i want, but don't want to be greedy, either will do me.

PMG was always using a very conservative 30% win rate of RFQ's although he did accidentally drop a 40% into the conversation once and then back-tracked to 30% again in the next breathe. However the consensus I believe from Colin B was that SEE would likely win 70% (A$630m) and I'm happy to go for that very conservative percentage :)