Member Info for terrym

BB & Baxter Have you read the Cenkos report. The thing that rings out to me is the downplay and very conservative estimates given by SEE on its contract values than its competitors. The next 5 months 1st then by the end of year 2019 we will know a lot more of who we have. Veoneer rights 5x on its contract wins value. If we take a big chunk by summer, doubling existing estimates we could have $278 projected value on a very low conservative estimate. Once the money starts coming in the true value cannot be downplayed. It seems we will end up with a 50% market share minimum. Mobileye has 60% market share. We could go 60 or 70% or even more than that. I will have more nibbles over the coming months before lift off at some point. I can’t see that will be going into 2020 without a much bigger SP and someone sniffing around to buy. The longer we go the more chance of higher and higher price. Push the snooze button and set it for 2020 and I think we will all be pleasantly surprised.

Sebs But if we didn’t help it to get going back then they wouldn’t be sitting here today as the leader in the tech with half the major oems of the world signed up already. Look at the next 12 months as an extension of the loan as sure by then we will be sorted.

Bogyo

yes i would hope so minimum with 5/6 OEM more wins announced by July and extensions on existing contract wins.

As Chris and Goldenboy would say, the sausages are sizzling in the pan. Within the next 5 months 6 OEMs are expecting to decide. From July - Dec another 4 are meant to be making their decisions.
Out of the big 9 boys we have 4 so far, no one has the other 5.
Ford $50 million contract was said in the report its only 3% of their DMS requirement.
Cadillac moving super cruise to all models could be $10 million bonus on existing contract.
Veoneer wrote $1.2 Billion last year and expect it to be $5.9 Billion total, we have 50% of our signed deals with them, so our $60 million should be $300 Million+ with 2 contracts.
Get the eggs and bacon on soon as the sausages be ready. The market will wake up this year.

Baxter

It should catch up with our USA Nasdaq price of over 5p this week i thought.
Maybe MMs not realised we 25% cheaper in UK for same shares. They need to look over the pond

This is why Car Companies be keen to all get it

Wheels.ca: Have you been driven in an autonomous prototype yet?

Hoss: The CT6 I had been driving for about eight months had Super Cruise. And my commute is an hour each way. 99% of that commute is on the 401. So most of that time I’m driving Super Cruise. And I’ve got to tell you it has a complete transformation on your physiology. This is not just about the experience of being in the car. When you for drive an hour to work, and are commuting in Toronto traffic, that has an effect on you.

Even a person who is immune from road rage, it has a physiological effect on you. And when you take all of those micro decisions that you make when you’re driving a vehicle out and you just have to focus on the road ahead as you do in Super Cruise. I’m telling you the feeling that you have when you arrive at your destination is so much more energized and uplifted. And similar to the use case of driving four hours to Detroit for the auto show. I would need to take a minute, check in at the hotel, rest a bit. Now, I can go straight into a meeting with no problem. When you’ve benefited from that rest. So I’m a big fan of the experience that I’ve had so far with semi-autonomous. And I’m ready for the autonomous future.

We shot a video of some people doing the same thing (experiencing it for the first time). And everybody goes through the same sort of physicality when they’re driving Supercruise for the first time. Which is at first they’ll put their hands a couple inches off of the steering wheel. And you know, they flinch every time a tractor-trailer goes by. Then their hands will get tired so they’ll put the hands cupped under the steering wheel. Still a couple of inches away. Then they get tired, then they’re just like, screw it. So after like 10 minutes they’re just crossed arms. That first 10 minutes, there’s a lot going on in the person’s mind. Unlearning a lot of behaviours. But then after 10 minutes they just lock in and they’re like this is great. Everyone goes through that same physicality. It’s hilarious.

https://www.wheels.ca/news/talking-cars-and-relaxing-autonomy-with-cadillac-canada-boss-hoss-hassani/

Yes i noticed that. MMs playing silly buggers again

Early model was them, if only works in traffic jams not at speed it will be. Since then got all models of BMW to come

The long shot 50% of current wins are with Veoneer I believe, Lewbo will confirm this with his wonderful charts. Veoneer signed off $1.2 billion in 2018 with an estimated revenue stream of intital cont value rising to $5.9 billion. Veoneer seem to be our best partner in all the wins. Sure it can change this year as more contracts are won.

Phil As long as we can show due diligence with a superior product on supply Iam sure we can mop up lots of the other RGQs on offer over the next 5 and 11 months that the 10 mentioned will fall in. Yes Iam we’ll stacked here so it will be happy ever after for many of us here.

Sebs I think it’s in the text of no car company wants to be 100% reliant on one company with supply chains incase if lack of supply, bankruptcy, or many other reasons. If 20 models being sorted they would want other companies that can ramp up supply if needed to cover another shortfall. Not heard anything about patent protection but like other industries must be some licensing agreements to be implemented as can’t believe all these expensive patents sorted over the years and no one pulls out a patent infringement letter. Competition going to chips does make me wonder if this is happening. We have 50% of the big 9 already and 10 more being discussed so let’s see in the next 5 months how many we sign up from the 6 due for decisions expected by June.

And now moving it into all Cadillac vehicles by 2020. Just hoping the 10 deals this year so far up for grabs we get a fair chunk of them.

https://www.petrolprices.com/news/new-speed-cameras-pick-distracted-drivers/

Distracted driving now being spotted by the new speed cameras. Buzz word or what

AGM

So much going on all the time, but all pointing in the right direction.

https://www.natroad.com.au/news/technology-and-fatigue-incident-reduction-advanced-safe-truck-concept

By mid-2019 the National Road Transport Association expects it will be able to inform the proposed review of the Heavy Vehicle National Law for an overdue reform of fatigue laws it announced this week.

Results from current monitoring technology and how best to alert commercial vehicle operators are likely to become available by then as the industry body looks to accelerate the uptake of proven vehicle safety technologies.

http://www.primemovermag.com.au/news/article/advanced-safety-truck-concept-to-help-understand-fatigue

https://www.fullyloaded.com.au/industry-news/1901/industry-acceptance-grows-for-fatigue-monitoring-solutions

Sorry $1.2 to $6 billion not £

If 50% of our declared Auto wins are with Veoneer so far on initial contracts and Veoneer had a busy year declaring that £1.2 Billion equates to lifetime contract value of £6 billion.

https://www.financialbuzz.com/veoneer-achieves-record-full-year-order-intake-1276982/

Then it should be safe to say that our declared $60 million (Ford & Byton) should make $360.
The busier they are the busier we will be and with 22 OEM customers Iam sure will be keeping us very busy.

https://www.autoliv.com/products/electronics/driver-monitoring-systems

Early yet. 70% of investors are in/out trying to make a profit. Your either a short or long termer. Volumes low I agree but only 11am. Lets see what happens in next 5 1/2 hrs.

The institutional investors must laugh at some on here. They just buy and wait. If you was gardeners you would plant a seed and be shouting at it after an hour to grow.

This was never meant to earn the big numbers until 2020, people get impatient and sell but about £70,000 worth buys/sells today so far.

Its ticking over nicely and seeds are continualy being planted, the green shoots will appear soon on lots of new contracts, the existing contracts will be far larger than originally stated.