Member Info for terrym

Seeing
Ive put my kitchen sink in believing we are not wrong :) Now iam getting ready to put the cutlery, plates and pans in from April new tax year. Pension & SIPP top up time.

At $20 a pop, or even $10 on some, iam sure we will be in 20% of all vehicles at least making us equal to Mobileye on $300 Million Turnover before buyout.

Just might have to wait another 18 months to get our hands on it :)

Now Add BMW, Merc, Ford & GM new estimates after DMS legislation whats the true value of contracts now for next 5/6 yrs? I think Chris's Tweet today about SEE being the new Mobileye could be very conservative.

Then add on the lowball $134 million of contract RFQs expected by June 19, if we declare $80 -100 million of new business then could make us massive.

Safestocks, we need a new estimate based on after EU vote for all past contracts.

Cheers Red

So if Safestocks was basing on 50% of all then 500,000 European sales base. So after 2021/22 can add 500,000 EU sales if stays same?
500,000 x $20 extra vehicles with DMS, 5 yr life cycle = $50 million on top of his estimated $200 million as per last post.
New total $250 million bit different from SEE $6 Mil AUS lol

Sgreen

But how many cars do they sell in Europe? Safestocks thinks this.
Ostensibly it is a US$6m contract (for Jeep or Ram, I believe) but as we all know the value is likely to end up far higher as DMS is swiftly rolled out across all its various car marques and models.

My estimate for the eventual worth of this deal is nearer to the hundreds of millions of US dollars. FCA produces 4m cars a year. Within 3 years I expect the Fovio chip to be in approximately 50% of them, say 2m cars. At US$20 a pop (volume discount from US$30) that is at least $40m a year. EVERY YEAR from 2022!

As the lifetime of a model is 5 years, my belief is that this strategic contract should end up being worth at least US$200m.

This was before the EU safety vote so only go up surely? How many are sold in EU? How long before USA & Asia follow suit on safety?

Sgreen

They are working on a new 5 yr 9 Billion euro plan, so might be a change of direction for them.

https://www.electrive.com/2018/11/29/fca-is-investing-billions-in-factory-electrification/

This was the plan launch from June 18
https://www.electrive.com/2018/06/02/fca-new-strategy-calls-for-electric-models-across-all-brands/

Sebs While I am searching and typing Iam drinking less, my wine glass still half full lol

Driver Attention Alert is designed to reduce accidents caused by inattentiveness due to driver fatigue. The system comes into play at speeds above 65 km/h and begins to “learn” the driver’s habits, watching inputs and the vehicle’s movements in the early stages before fatigue is a factor. Later, if the system detects changes in vehicle behavior that suggest the driver may be losing concentration, it will suggest a rest stop by sounding a chime and displaying a warning in the Multi-Information Display

Red With all their rebranding, new models, electric car investments and such wildly volatile sales figures, one or two test vehicles contract imo. To compete top end and see how sales figures go. Super cruise in one model, then going in all Cadillacs then next thing plans for more GM models is a good example of reality. By 2022 will probably be in every model on a $ 1/2 billion contract. Just a shame not many know it yet lol Brands: For December, Alfa Romeo down 4.3%; Chrysler down 28%; Dodge up 17%; Fiat down 44%; Jeep up 9.9%; Ram up 37%. For 2018, Alfa Romeo up 98%; Chrysler down 12%; Dodge up 2.8%; Fiat down 41%; Jeep up 17%; Ram up 7.3%.

https://www.marklines.com/en/report/rep1746_201807 Red I think so much going on at FCA investing Billions Euros on models and plants that it’s probably dipping toe in water. https://www.crainsdetroit.com/economic-development/whitmer-fca-incentives-remain-secret-until-strategic-fund-board-vote

As SEE not come out with any updated figures I wonder what existing contracts might look like with the new rules?

Red

Wasn't that figure before the EU vote aswell? End contract might be a lot higher now then.

Interesting interview

http://gmauthority.com/blog/2019/02/talking-to-cadillac-xt6-chief-engineer-john-plonka-video/

Chief engineer for the XT6, John Plonka, recently sat down with Autoline After Hours to discuss the development process for the XT6 and GM’s vision for the crossover. Plonka addresses some interesting topics with regard to the XT6, including what he believes sets the XT6 apart from something like the GMC Acadia Denali, why Super Cruise was not offered on the SUV from launch and the stiff new competition from Ford’s Lincoln luxury brand.

Interesting
What's happening: BMW and Daimler, Mercedes Benz' parent, are teaming up on automated driving, joining a growing list of AV research couples: Toyota and Uber, GM and Honda, and Ford and Volkswagen.

BMW and Daimler will focus on next-generation technologies for driver-assistance systems, highly automated highway driving and self-parking features — which are all considered Level 3 or 4 autonomy.
They aim to make those technologies available in the mid-2020s for global markets while separate research continues on longer-term projects.
For example, Mercedes and Bosch will start testing Level 4 and 5 robotaxis in San Jose, California, this summer.
https://www.axios.com/autonomous-vehicles-bmw-daimler-partnership-08dceaa9-5ca3-4c09-a2a7-d5670d35f1fb.html

I do NDAs all the time, some are just basics like Top secret or sensitive information. Some are more detailed with clauses in for suing your Ass off. I would imagine that Auto would have the later.

Might explain lack of info sometimes. My last one 2 weeks ago was suing for unlimited damages on any disclosure.

Mr BB

Certainly some shenanigans going on with the SP this Week. Sure it will come out soon. Hopefully next few weeks all sorted with funding and RNSs but if can get to April will be topping up ISA and if spare cash Pension SIPP with the 40% off the price via the Taxman its a steal :)
Some good research this week, well done all.

Sure the USA will follow the EU soon.
https://www.propertycasualty360.com/2019/02/05/ntsbs-10-most-wanted-list-of-safety-enhancements-for-roadways/

Its a frustrating one for sure but getting used to it. End game is/has always been my angle.

But the thing that does my head in are days like today.
150k buys
350k sells
drops -3%
When other days
Buys 4,000,000
sells 400k
Price hardly moves. That is never Tennis.

Lewbo Iam happy with a Toyota RNS on Friday to take us off the Mazda scent, so they can quickly scribble the numbers on a bit of paper ready for next Weeks RNS on Mazda. Let’s hope for a Fruitful Friday ;)

The 1st recommendation from the tram crash got its funding last week. Could we shortly see a rollout of Guardian in the railway network? https://www.yourlocalguardian.co.uk/news/17452957.government-frees-funding-for-tram-safety-body-after-local-mps-campaign/

Lewbo Well done as always. The clues on all are certainly there. Is our 1st confirmed Major Asia OEM imminent then?