RE: Updated Questions so far2 Sep 2022 10:36
1. Where are we upto on the $1b pipeline of RFQs that most expected some news by now, considering last August it was looking like the next 2/3 Qtrs to finalise.
1A. Since Aug 2021 how much more in RFQs are out there? Whens the expected news expected for new RFQs?
2. Why have Qualcomm announced $19b of Auto work and in January will be 2 years since announced working together & although it was announced any wins would be announced our order book with Qualcomm is still sitting at $0
3. When realistically can we see the next decent Fleet customer?
4. Are Shell ramping up installation of Guardian now?
5. Are we still working with L3--Or did they sell off that Dept?
6. Why have we still not announced models from Ford?
7. How many models are expecting to be in Production by end 2023?
8. What % of the Chinese market are you targetting?
9. Whats the latest situation with Japan OEMs?
10. Are we working with any Korean OEMs?
11. How many Bdms units out there?
12. Paul said previously there would be a lot of consolidation coming up in the industry. Since then even more have entered this space. Does he still see consolidation coming and if so in what time scale?
13.Automotive revenue is up 139%, NRE up 61%, Guardian installs up 25%, why is revenue only up by 15%?
14.On our 3 leg stool, is one of those legs producing the majority of deals and opportunities and if so, which one?
15.We spent a lot on R&D for additional features which we had a fund raise for. I believe this was expected to result in higher price per unit. Where are we with opportunities related to those investments, how far out are the expected RFQ results from those particular opportunities and do we expect a strong uptake of those additional features across OEMs?
16. When you say ‘its happening now’ well when exactly do you mean?
17. We have 447000 cars on the road. Can SEE please indicate which OEM and/or model these are? Even a vague indicator (due to NDA) eg biggest % is with X based on 2 models or 22 models etc. is useful to the faithful.
18. Why after 7 Years hasnt a Toyota win been announced ;)
19. What is the average revenue per auto, truck, train, stimulator, and/or plane? “
20. Will the company need any additional capital to get to cash flow positive? Does Magna or VS have right of first refusal if an acquisition offer is made? Are there plans in place for non-dilutive funding if necessary?
21. Is the company planning to uplist to a more liquid/transparent exchange? If so how soon? If not, why not?
22. What is the average revenue per auto, truck, train, stimulator, and/or plane? Is the profit per month per fleet monitoring install still about $30? What's the total size of each respective market in terms of units (existing base and annual production)?
23. Compare/ contrast SEE technology with SmartEye and Cipia
24. Chip shortage and supply disruptions and COVID had what negative effects? And what percent still lingers?
25. will SEE be providing a steer on future