Member Info for terrym

Is there a couple of new boys added recently? Don’t recognise treetop or tbf special income? Pengana or 4Q? Some big names on the list AXA, L&G, Amati, Marlborough & Fidelity all just happy to sit and wait so they no mugs iam sure.

Johnny Depp as Sebs, Richard Wilson as S7eve or Baxter lol Great fun on this B.B. and some comedy mixed in with great research. I think most of us long term holders can definitely relate to the Big Short and our Rag Tag fugitive fleet gang on here know it. Iam sure we will all be laughing in the next year or so once the market wakes up to it. Mobileye was bought by Intel with turnover at $210 million at the time. When will hit that figure? 2022 or earlier? If we survive past this date then 30% of the market will be worth $400 million by 2025. Do we want to wait that long for true value? Probably not. But it’s a big enough growth figure for a big boy to pay a premium in 2020 iam sure.

So even on 500 added per month at $30 if not grow as fast as hoped going into 2021 January could still be about $11-$12 million T/O. Let’s hope someone’s out there knocking on potential distributors doors to increase the partners and double or treble monthly sales as 1000 units month added increases $4 million per year income the year after.

Someone was tracking fleet numbers but not seen update for couple weeks. It seemed to go from 10 day to 19 day last I heard? I did see 18,000 units mentioned in Jan on an interview. Seeing had 8 jobs advertised and Veoneer a few. So let’s hope all going well behind the scenes. Just got to get some more funds to top up at these SPs before the RNSs come out in next few months.

https://www.google.co.uk/amp/s/www.bloomberg.com/amp/news/articles/2019-02-07/aurora-self-driving-startup-gets-funding-from-sequoia-amazon More big boys getting involved. Put another on the list for any buyouts?

Let’s bag these soon and get it out. https://www.google.co.uk/amp/s/finance.yahoo.com/amphtml/news/vw-keeps-global-sales-crown-052226432.html

https://finance.yahoo.com/news/three-plays-driverless-cars-gm-100000252.html

More jobs
https://search-careers.gm.com/job/GENEA008415077/Lead-Engineering-Data-Analyst-Active-Safety-ENG0040413

Taking on staff at GM
https://search-careers.gm.com/job/GENEA008415082/Automated-Driving-Controls-Manager-ENG0040436

Says buick aswell?
This is to say nothing of GM’s own Super Cruise development which expects to introduce Level 2+ automated driving functionality (automated lane changing/overtaking) on Cadillac and Buick vehicles before the end of 2019 – with Level 3 on the roadmap. The key difference being that Super Cruise is helping to define the Cadillac and, soon, the Buick branded driving experience. Cruise, in contrast, is a public transportation proposition unlikely to represent an asset owned by a consumer.

https://www.strategyanalytics.com/strategy-analytics/blogs/automotive/infotainment-telematics/infotainment-telematics/2019/02/07/gm-cruise-vs.-super-cruise

More insurance research https://www.google.co.uk/amp/s/phys.org/news/2019-02-effectiveness-real-time-drivers-companies.amp

Seeing Yes it’s frustrating. Oil companies use Bopd, shippers will use parcels delivered. Surely Smart eye have laid the gauntlet down with the likes of veoneer using same. We need to announce it as initial value but also expected lifetime model value. We need to batting from the same wicket as our competitors. Even the GM value is different with all models about to use it. I would like an RNS staying all existing contracts with the new figures in.

Seeing We all had that hat on at Christmas. Research research and you see the bigger picture. Following this BB has kept some of our sanity on here. Looking forward to July looking down from the much higher SP shouting to the wonderers of the dms tech shouting SEE I was right. And I knew we was right.

See Yes I get your reasoning. If ford initial announced at $50 million then what could the lowest Toyota win be announced at? $75 or $100m? I would like to see the adoption of the same tactics as lifetime expected values instead of our underplayed current method. Iam hoping for the 1st announcement in Feb aswell. Iam sure if change tact and use the new method then your price is a tad low

SEeing Yes 50% everytime would be great. 5 wins by June 5-7.5p 7.5-11.25p 11.25-16.75p 16.75-25p 25-37p That will do for starters July-dec 3 wins 37-55p 55-82p 83-£1.23

Seeing So I presume Kia wasn’t one of the 6?

Aviation could be anything? Fleet 14000 units now, at $30 month so $5 million turnover. 19 day at mo, 10 distributors signed up. Grow surely over next 1-2 yrs to 30 day+ so what’s it worth with $15 million T/O? What’s the costs? To me fleet worth a nice lump in couple years. Add some legislation a gold mine without anything else.

I am sure. I read somewhere that Mobileye work with 23 Tier 1s? I didn’t realise there was that money. We need to be working with as many as possible, not all eggs in one basket. So with Kia was we in the RFQ or not one of the expected before end June?

Seeing & S7eve Yes it’s good to know at some point the truth will come out and will be a sonic boom no doubt. Method in madness iam sure on auto. Iam sure when Guardian hits 50,000 units the $18 million turnover will played down aswell. Lots of us know the volcano is really a super volcano ready to explode.

Come on SEE can’t be letting the competition make bold statements without some facts from our side!! Looking forward to next weeks RNS stating our new total lifetime cycle value of contracts and how many design wins we have in comparison...... Altogether, Smart Eye has received 43 automotive industry design wins from six OEMs, making the company the market leader in driver monitoring technologies. The total potential value of Smart Eye’s design wins exceeds 1,0 billion SEK. Furthermore, Smart Eye has now six OEM customers and four car models launched.