Member Info for terrym

Brock

We had the results almost few weeks ago. Then had actuals yesterday & then today again in interview format with graphs and some chat.

They had to travel 3/4 way around world on a plane, prob with a kid screaming so not the most exciting thing to watch.

Bit like watching White Christmas for umpteenth time.

Best bit for me its only 10% of what the RFQs will be in a few years....

Fleet

This pays the bills atm, is growing and we could be on 50k connections now. This will grow like crazy iam sure.

Get the Gen2 sold and onto Gen3 which is easier and faster to install and cheaper.

Made for big volume iam sure

DR777
Although the big Bucks are 3/4 years away in Auto next year if not bought by then be prob on Nasdaq?

But someone will buying into that expected growth this or next year hopefully. Just need a few more contracts to show the model works 1st.

GM shares new details of Ultra Cruise ADAS that will debut on $300K Cadillac Celestiq

Before we dig into the new details of Ultra Cruise, we should start with GM’s ADAS predecessor, Super Cruise. Super Cruise is a hands-free driver assistance feature introduced years ago that uses adaptive cruise control technology and connected services in each GM branded vehicle to navigate LiDAR-enabled map data using real-time positioning, cameras, and sensors.

https://electrek.co/2023/03/07/gm-details-ultra-cruise-adas-cadillac-celestiq/

Mat

Yes they not going after the small stuff in Auto or Truck OEMS. Instead going for

1. Auto large volume
2. Truck aftermarket

Decided why compete in the $5-10 business it seems.

GM’s Ultra Cruise will use radar, camera, and lidar to enable hands-free driving

General Motors’ next-generation Ultra Cruise driver-assist system will come equipped with lidar as well as several other high-tech sensors designed to enable hands-free driving and cover “95 percent” of driving maneuvers, the automaker announced today.

In its first major update since announcing Ultra Cruise in late 2021, the automaker outlined several of the sensors that will power the driver-assist system, including cameras, short- and long-range radar, and a lidar sensor. The vehicles will also come with an all-new computer to process the data input from the sensors, which the automaker previously indicated would include Qualcomm’s new Snapdragon Ride Platform.

https://www.theverge.com/2023/3/7/23627656/gm-ultra-cruise-sensor-radar-lidar-hands-free

The system, which debuts in 2024 on the Cadillac Celestiq, can handle 95 percent of scenarios but will ask the driver to take over for complicated maneuvers.

https://www.autonews.com/automakers-suppliers/gm-positions-ultra-cruise-hands-free-driving-system-alternative-teslas-beta

Learnt nothing new but seems convinced Aviation will happen & we know the bigger RFQs for Auto will drop at some point.

News after USA please :)

Boris not the best example ive seen used lol

DR777
Keep your chin up.
I dont suppose Tesla holders bought at $400 were happy when 1yr later it was down to $110. Since then recovered to $193 but for some its still 50% down still. They put it everywhere. Shares can go up aswell as down.

So if happens to the big boys it can happen to us. Although on a purely percentage basis we are bit better than Tesla example.

Nothing a bit of news wont cure and Iam hoping after USA investor day news flows more.

Lets see what happens at 2pm today 1st?

Historically they have a better PR & Marketing Dept. Even when they blow hot air you have to respect this element. Few bloopers like that silly song or cakes in the office but overall pretty efficient.

They use every existing contract extension to RNS. Ford announced tripling production of 2 models last Week yet no update on ours as always.

Not saying they will get most business though. Hopefully while lacking their spin we have a better tech edge & behind the scenes business savvy.

But news is needed now. Enough of the hot air.

Its time to start delivering what we believe.

The 2024 GMC Sierra EV is a game-changer in the electric pickup truck market and outshines the Ford F-150 Lightning in a lot of ways

The electric pickup truck market is expanding with no limit, and with newer models hitting the road in the coming years, it will only get more competitive. But two highly anticipated models in the sector have increased the hype, and it is never too late to enter a crowded market with a bang. And that's what the GMC Sierra EV and the Ford F-150 Lightning are doing. GMC is known for its heavy-duty pickup trucks and bulky SUVs. While the case with the Blue Oval is almost the same, Ford has made its mark in more than just one sector, and the pickup truck is one amongst many. Both GMC Sierra EV and the Ford F-150 Lightning come with impressive features and capabilities, which might make the question of who is better than whom a little difficult. Though from far away, both might look the same, we took the liberty to look closer at both and found the GMC Sierra EV superior to the Ford F-150 Lightning.

https://www.topspeed.com/gmc-sierra-ev-better-than-ford-f-150-lightning/

2pm tues interview Q and a

Weds New York —- can we watch it ? Or is it being filmed like london?

California event 12-14th

24.3p to 23.8p hardly seems worth it. About 2% down on forecast.

I would love to be 23.8p today.

Lets see what comes out 2moro?

Good to SEE more 1 2 1 meetings lined up.

So Mr CFO whats the accounts like & why should i invest?

Martin :- I just bought nearly $400,000

This is the fourth article in an 8-part series featuring articles on Innovations in Electric and Autonomous Vehicles. The series presents an insight into the developments and challenges in the automotive sector as it undergoes massive transformations with the arrival of electric and self-driving vehicles. This series is sponsored by Mouser Electronics. Through the sponsorship, Mouser Electronics shares its passion for technologies that enable smarter and connected applications.

According to a 2021 study by the U.S. National Highway Transportation Safety Administration (NHTSA), over 38,000 automobile accidents occurred in the United States in 2020—and approximately 95% of those accidents were caused by human error.[1] Advocates for automated driving systems have long argued that automated driving technology will be central to reducing the impact of human error and making driving safer. However, fully automated driving systems are still years, if not decades, away, making the human element a lingering part of the equation.

In this article, we take a look at Driver Monitoring Systems (DMS) and their role in reducing the possibility of mishaps due to human errors. We start with an introduction to the problem statement and go on to explain the recent developments and the present state of DMS.

https://www.wevolver.com/article/driver-monitoring-systems-for-ensuring-driver-alertness

MrBB

Very true that. He bought after already knowing most of results From end Dec.

Hes not buying the past but the future so must be confident.

Auto only just starting, Ford trebling EVs this Year sometime, GM Still 7 models to arrive, Mercedes to start making and then all the BMW models to start this Year. All the other Companies only just starting. Stellantis & VW joining the party.

In Fleet Mobileye picked us to partner with. Aviation will pop one day iam sure.

Its only Monday and alot can change with some news. Cant see USA being a damp squid but b4 that we have the Q&A on Tues at 2pm to digest.

Glandore

Yeee of no faith. Didnt have any stock til December after a redesign to get rid of couple chips as too expensive. Sure they didnt order 29,000 for nothing.

2nd half should be good & Mobileye onboard now. Cenkos said expect sales to pick up significantly in H2/FY23

Considering arrived on Dec what you would expect.

Aftermarket division declined as a lack of Guardian units held back new sales. The company received the first 1,000 units of a 29,000 unit production run in December with the rest expected over the period to June 2023. We believe sales will pick up significantly in H2/FY23E and run significantly ahead of connections at the end of the year due to pent up demand for units, combined with the typical lag in installation. We also anticipate tighter aftermarket margins as component costs have increased. Looking ahead the Gen 3 unit is expected in H1/FY24E which could lead to a significant inflection in sales growth with the product expected to align with existing telematics products and providers more closely and to be able to use them as a route To market

? Automotive revenues accelerating: The strong growth in revenue reflect the combination of rapidly growing per vehicle royalties, Magna license fee recognition, an 80% YoY jump in Non-Recurring Engineering (NRE – a leading indicator for per vehicle royalties) but also first notable revenue from Aviation of $0.3m.