Member Info for UrbanSpaceman

Silly fingers! Of course it's £4.6b - but it doesn't change the reason for the post. How do we compare? - thanks for the reasoned response Red

Interesting to compare the $4.6m bid for Veoneer with the hoped for/expected/ridiculous/understated* (*delete according to your viewpoint) bid values of SEE being bandied about on here.

Anyone that persists with using the current RFQ number as the current SEE pipeline number deserves to be classed as a ramper. Oh dear, I'm feeling more like HAGD everyday.

My view!
QC is additional to the share of A$900 but also medium term - PM mentions 2023. At that point income takes off... IMO

'Seeing Machines is well placed to win at least 30% of this business.' (900m - RFQ pipeline).
Sorry to be picky, but much though I like the promising RNS, I can't yet manage to interpret this as the 66% (600m) SEE win that S2020 arrives at...

Patience will still be needed.

A quick trawl through Companies House records shows ZHG to be a tiny' husband and wife type' company that never did do anything significant. It's a red herring.

Did I imagine it? I thought I saw tucked away in the results something to the effect of: app launch late Q4 2021. Which is not the original 'October' (or earlier that we had been hoping for) - yet nobody has commented. Did I misinterpret? Would explain the lack of marketing effort, if launch has been delayed.

When I did get there I took one look and decided 'no thanks'!

'why would we agree to a license deal', apart from enough cash upfront to turn us profit making in one deal' - I think you've answered your own question S2020! That might lift the share price a smidgeon.

Plus it excludes an undercut on price from future competition.

'Perhaps our MOU with L3 will now morph into the long awaited imminent deal !' If I was at L3 I'd be in a hurry to do this license deal now, before SEE do an exclusive deal with my bigger (and only real) competitor...
This is huge, your turn auto boys ....

Interesting article on the state of the industry - no mention of NAPS unfortunately!
https://slate.com/culture/2021/05/independent-musicians-union-spotify-streaming.html?utm_source=pocket-newtab-global-en-GB

S2020 - Do you see the big boys letting those you named having the automotive space to themselves as the market grows? Or will they look for a relatively cheap way in?

https://www.bloomberg.com/graphics/2021-chip-production-why-hard-to-make-semiconductors/?utm_source=pocket-newtab-global-en-GB

Interesting table (near the end) that lists the semi-conductor manufacturers in order of size (Qualcomm 5th)

LDan - I've long since filtered that 'other dope' - I'd given AP quite enough chances to post something interesting! I presume it's him of which you write. I also (usually) tend to take the view that while there is nothing happening there is no burning need to post.

The crunch question is where does 'about to' lie in the scale from 'imminent' through 'soon' to 'in the near future'. I'll contain my excitement until it does, although I do believe it will 'eventually'.

New record for being green blobbed!

Klick, I'd like to see you say that in my local Corals - where they make a loss on horseracing, but loads of profit on the fruit machines - I for one made more on the horses last week than I ever have on SEE.

Just like S2020 with SEE, HAGD's horses will all win one day - just maybe not when he thinks they will.

I can see Naps - ii have changed.

... and when there are more buys than sales the price goes up!

Don't need my tips any more now then! Have a good break.