Member Info for terrym

Cheers Lewbo

As always one of the best and constructive posters on here.

The figures are astounding as you say and without China and the main ones of USA, Germany, Japan theres still 25 million cars made in places like Mexico, Russia, Spain, Uk, Thailand, Korea to name bat a few.

We need a further update on the rest of the World as these all Iam sure will be bringing there own regulations in aswell.

We are due an update on all the sectors and a trading update.

S7

You should be head of Sales and Marketing. This is and always has been a Company that your buying the potential of.

I didnt see anyone buying in 2014,15,16 or 2017 buying on the massive profits being made.

How much on R&D and laying the seeds for the future is whats tis one is all about.

I bet you have oil shares that havent stuck a pipe in the ground in the places they know theres oil and your moaning about

Yes a good report. Our brokers don’t seem to do much so any exposure from the well informed and respected report writers is always welcome.

See

I believe in coincidences but 4 people makes me start wondering. I had a battle once with Damien Hirst stealing my office manager. every time i upped the salary he did so. After a few goes i decided to admit defeat and thought little old me v the richest living artist. No chance.

Nick was Senior Director of Automotive at Xilinx, we was 4p then in late 2016. Is it part of a master plan?

Add in Xilinx share Mkt Cap up last 24hrs £2.3 billion to over $20 Billion and a very favourable exchange rate £/$ wouldnt it be a great time to pounce on a company thats about to be selling millions of your chips.

Food for thought........

Seeing

If ever my Company was worth $20 billion and i lost a few staff to a Company worth $200 million I would expect people to ask questions about why?

If ever a plan to take over someone in the future would it be good diligence to put your people in?

Just seems a bit odd that 4 people from the same Company go all to work in another Co?

Or is it my over wired brain thinking too much?

Great little airline i use a bit.

Couldnt believe the drop so had to get in around 12.5p.

sell keeps moving up so hopefully finish well and a good day 2moro.

With Black box insurance now common does anyone know the Insurance industries stance on DMS? Are they keen to see it installed? Are they going to use it to decide premiums in the future?

They must be interested in this tech as already monitoring some elements.

https://www.telegraph.co.uk/insurance/car/insurer-knows-text-drive-make-pay/

S7

Look on the bright side.

Could be on Fly be few months ago dropped 75% but 66% in last week, well over sold on assets and cash. So i dived in at 12.5 ish and looking like ready to motor up again :)

S7

Iam sure you will continue to have your moments :) Working with most OEMs will continue into the next year or two.

We want some positive news I agree.

Surely within the next week we have to have an RNS about something positive?

Trading update, Another Auto win? Rail, Fleet, BDMS, aviation has to be one or more?

Morgan

Yes i agree, showing on HL at 6.08-6.1 as sells when buys. Shouldnt but looking to trade some oil for some more today aswell

Klick

The Panmure recent report that valued auto at 28p said at least 50% so if they mean Global or the recognised ones?

Our investment case has been based almost entirely on the upside from the Automotive opportunity and continue to assume that the Fleet business has no value.

Seeing Machines is in the pole position to capture at least half of the Driver Monitoring System (DMS) market with competition effectively limited to one other player (Smart Eye). With design wins with five OEMs and many more to come, we foresee a growing royalty revenue stream for many years to come.“

25-40% of World market but probably 75% of the recognised ones, being Germany, Japan, USA and rest of EU

Changes the numbers if include the World as even Countries like South Korea, Thailand, China and India make up around 33 million vehicles.

Iam sure good old Mr Safestocks is due clarification on his page soon?

Already won from majors

BMW
Mercedes
Ford
GM

Interesting whats said....

“We are pretty much engaged with all the OEMs and tier ones around the world right now,” said Kevin Tanaka, Seeing Machines’ senior director of marketing for automotive. “We have equipment being evaluated at the third major German OEM and at four of the five major Japanese OEMs,” he added. At present, the company licenses its technology to Veoneer and three other tier ones for OEM programs, in some cases as part of the OEM’s requirements. Six more tier ones are currently evaluating the technology, according to Mr. Tanaka.

So the 3rd German is V W and then you have 4 out of 5 Japanese

Toyota
Nissan
Honda
Suziki
Mazda

Its mind boggling numbers involved and depending on legislation around the World and models used, even at $15 profit per unit could be anywhere from $200 - $1 billion

All at sea

I thought they was meant to be influencing Govt to change legislation. If the service station yesterday is an official Dept of transport campaign to tel drivers 20% of all accidents are from falling asleep i wonder what the Dept is looking at legislation wise?

Stopped at services on way home today, Tannoy blerting out take a rest Dept of transport say 20% of all motor accidents are caused by drivers falling asleep!!

Anyone know a fix for this?

S7 I understand your frustration but if you believe what your saying you should sell and buy back in at a lower price. Make a bundle more shares back free! No one is ever frustrated when the price goes up though anyway I guess and we all need patience with this but the clocks ticking

It is a great price, shame had a big top up few weeks ago already at 6.5-7p. If I hadn’t I would be diving in at these January sale prices. Having bought at every stage of 3p-13p I don’t like the price at the mo and the games played by the markets but I can’t understand the opportunity people missing. If I bought at 12p I think by buying same amount at 6p just made my new average price 9p for when it does go crazy again. If not already in what a dream price to get in at. We nearly in 2019 and then be saying can’t believe it’s 2020 next year. This window of bargain prices will slam shut soon when all the contracts come out and cars start rolling off the lines. With all the legislation coming out every car company will be sorting their contractors and finalizing contracts. To put this share in prospective if I was a wig seller and the govt made it law in the whole world that bald men over 50 had to cover up and buy a wig and I was the best suppplier in the world already Should my shareholders be worried? Get shaking them piggy banks and secure some future big profits.

Waiting for 3 month update with interest. Panmures figures are a lot lot higher than Cenkos estimates. 3.5 million or double, treble that? Could be pleasantly surprised

S7eve Let’s hope they capture the moment with the PR and news flow shouting SEE and pumping stories to press. The story from Oz testing should be pushed and SEE rns or big exposure push. It’s in the news need to strike while irons hot. If don’t see it everywhere then give me free shares and I will go there and do it and sack PR dept

https://www.americanbankingnews.com/?p=8296397

https://m.benzinga.com/article/12529349 Goldman Sachs had nvidia down today as conviction buy so any connection to today’s news? See with Nvidia so interesting Alright, first let's define what Goldman Sachs' conviction buy is? A conviction buy is a rare thing. This is a moment when an investor is absolutely convinced he is correct on his analysis of a stock. He knows he won't lose on his trade and probably will make an outstanding return. Very few professional analysts ever use the term "conviction buy."