Member Info for terrym

isb1974

4 1/2 years been buying SEE and reading/researching myself and read the great research of some of this post.
I disagree, I think yes short term 30p but it depends where we get to before being snapped up. If well into 2020 i see that as cheap.
£1 share is only about £2.2 Billion Mcap ( under $3 billion) Dont forget Auto is only the main element/income stream but aviation and fleet should be moving by then.
Top prices only achieve by a bidding war.
$5 billion is chicken feed to an Apple, but so is $10, 20 or $30 billion. Big boys want an in thats why the Microsofts and Samsungs want a slice of the pie.
What better than buying the whole pie from your loose change :)

Red

Think to the contrary, he said
An opportunist low ball bid would be tempting for some but I would prefer us to reach our full potential over the next or two than sell out for 15-20p now ( tempting as that will seem to some)

Lewbo, klick Yes I feel the same as you 2 do. But not many get it still, I thought apple was a fruit, computers never catch on. Cats eyes what a stupid idea. Apps never be used, online shopping is a fad, bitcoin won’t make money. The gang in here can congratulate each other at the see party when it happens

Has this increased recently?

Now has 10 listed distributors Globally. Dont remember seeing that many last time i looked. If all ready to motor on it I would like see a good business development manger adding to these on a regular basis.

Red

That always the only way something gets pushed up to many times multiples. I cant not see in 12 months that they dont have a few companies interested, so creating that scenario.

Bout time we had safestocks thoughts on valuations i reckon as things changing weekly. Just need the share price inline with realistic value.

One of 1st confirmed new models from GM with super cruise in. If cars made now you can see why 20 models to come out in China this Year.

https://www.thetorquereport.com/cadillac/2020-cadillac-xt5-facelift-leaked/

Stan
How longs a piece of string? This year, probably the next 6 months actually will reveal where we are then the number crunching starts. The way its going be very surprised if not sold within 12-24 months, if not sooner.
The figures are massive on the potential, just down to profitability.
This Year the market will wake up iam sure, few contract win announcements should see a nice rise this Year to 15-20p maybe. End of year and into 2020 as more models and contract extensions are announced could double early 2020 on that. As i said cant see it not being sold. Early 40p + later sale 80p + imo.

Klick

Weve raced ahead of the competition, everyone will jump on the bandwagon to get involved. We have companies like veoneer advertising jobs in Japan, i do wonder if SEE will concentrate on other elements , while partners supply the staff. These things take years so the newcomers if get contracts might be looking at 2021/2022.
We seem to have 2019/20/21 pretty sorted so once using a tech its expensive and time consuming to change.
Iam sure once the new contracts are all sorted in the next 6 months we will know how much market we have.
Alot of start ups wont be around in 2/3 yrs time thats for sure.

I meant Patrick not Phil :)

Haha Phil Iam sure our sinks still hold enough plates between us. Some great researchers on here i have the utmost respect for and they have helped me keep my sanity at times the same.
Its nice that we all in the same boat.

One other interesting thing on the Cenkos report was that unlike competitors we play down our contract wins monetary wise, A $10 Mil is actually a $50 Mil lifetime cycle contract. If you use Veoneers model and competitors processes.
So Iam looking forward to adding the $140 million by Summer then we know the reality is over $1 billion on the books.
Happy to sit and wait and looking forward to what comes out from now to Summer. Every dog has its day and our big day is yet to come once the market wakes up to what we all know.

Patrickt

Its a great report lots of positives in it, the 6 decisions by Summer and us being the best in a quick summary lol

Thelongshot

Everyone thinks they can do it until the R&D bills come in, small brand soon bin its own and come knocking at the established doors.

CES had a massive increase of DMS but wheres the contracts to match? There are not any yet.
Any fad gets new entries but half will fall by the wayside after spending fortunes and not winning work.

Lewbo

Theres 9 jobs then Clicking onto the Active safety/Autonomous section in Departments theres 7 jobs

https://veoneerjapan.teamtailor.com/departments/active-safety-autonomous-driving

1 sales manager in there aswell, so yes certainly looks like its kicking off in Japan.
https://veoneerjapan.teamtailor.com/jobs/172595-sales-account-manager

Map

I thought it was a very thorough report. Some telling stuff out by Summer.
It said we now have 6 Tier one partner, do you know exactly which ones?

Map

I thought it was a very thorough report. Some telling stuff out by Summer.
It said we now have 6 Tier one partner, do you know exactly which ones?

With Ford announcing their DMS and working with VW it would make sense that V W comes on board the party soon.

https://europe.autonews.com/automakers/ford-rethinks-level-3-autonomy

Volkswagen AG and Ford Motor Company announced the first formal agreements in a broad alliance that positions the companies to boost competitiveness and better serve customers in an era of rapid change in the industry.

In addition, Volkswagen and Ford have signed a memorandum of understanding to investigate collaboration on autonomous vehicles, mobility services and electric vehicles and have started to explore opportunities. Both companies also said they were open to considering additional vehicle programs in the future. The teams will continue working through details in the coming months.

"There's been a lot of hype and talk," Klevorn said. "But I think 2019 is the year of getting real, delivering and executing for a lot of us." Ford president of mobility when talking about autonomy and DMS. I think this also sums us up

Once it starts appearing in vehicles it’s bound to explode across model ranges. Now, Ford is embracing the stepping-stone approach, with the aid of cameras and other systems that can ensure drivers are paying attention at the wheel. Much like Cadillac's Super Cruise system uses retinal detection to make sure drivers are paying attention, Ford uses technology that can ensure drivers take control at a moment's notice. https://www.autonews.com/node/970106/printable/print

Red With super cruise getting all the PR and press for GM other car companies will be wanting to compete. Other systems don’t work at the speeds ours does. So where will they go for their DMS solutions? We sprinted ahead of the competition with the fovio chip and hopefullly get contracts signed before anyone gets close. Apple $12.7 billion R&D car budget shows how much some of the top 10 richest tech companies want to get into the auto business. Get past Summer and iam sure the market would of woken up to SEE, just need the news to come, although we know they won’t shout it from the rooftops. But in hindsight why would you want the world and his dog to realise the $ involved in DMS and create more competitors.

MrBB

As last week showed when Cadillac announced going in all models, existing contracts will get smashed in reality.
If Veoneer can say $1.2 Billion orders are lifetime orders of $5.9Billion in reality, some of that declaration will have the contracts in that we have.

If we pick up the $140 Million that is being quoted, that they say will be announced in the next 4-6 months, in reality that could be added to our existing and x 4.8 for lifetime order is over $1 billion before we go into FY19.

Models start shifting later this year and early into 2020, in that time iam sure more contracts in auto announced, fleet hopefully motoring and train and aviation doing nicely.

Iam an optimistic person i know, but here its optimism based on hours a day of research and reading all the wonderful researchers on here on top of brokers etc. Some big funds holding 50-100 million shares aswell.

A bit like Brexit until its close enough to see, people dont think its real until its nearly there. Lastly if the big boys of Samsung, Microsoft etc are seeing the potential $$$$ in DMS in auto then surely another big boy would love to snap us up and instantly be the leader in the market.

We already have Intel, Microsoft, Samsung involved in the industry. 3 out of the 10 richest tech companies in the World. Intel paid $15 billion for Mobileye. Apple make about $1 billion a week. With the likes of Microsoft and Samsung joining the party Iam sure the Apples and Ciscos of the World will be taking a look how to join in. Like phones your talking mass volume in the market place. We probably not ever worth $15 billion but $2, 3, 4 or 5 billion but a few weeks profit to buy the leader of DMS will pop up on someones radar iam sure.