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|SCE have highlighted on Facebook that a new world record for the fastest ever self-driving car has just been set by the NIO EP9 - using SCE carbon ceramic brakes:
|Yep. Not particularly well bid either at 20.75p.|
|Strange spread the 20.95 trdes are buys|
|Here's a full transcript of that interview FYI....
|David can be hilarious ! Very good interview|
|Good positive interview I thought with some interesting snippets of information.
Notable for me was that the group encompassing OEMs 2,3 and 4 currently spend £70m pa on CC disks, with that spend expected to rise to £100m pa by 2020.
The product issue is presumably the "salt-water" issue that we know is being worked on. As far as I am aware it is just a case of operating the disks for enough hours under certain conditions. Replicating all those conditions may be part of the problem - but overall it is just a matter of time and additional "research" spend.
AM presumably don't care so much about the issue because it is less relevant to them, just as it is irrelevant to Koenigsegg.
In the case of this large German group though, we are talking much larger scale and therefore more i's to dot and t's to cross.
I agree with you, timbo, that DB's turn of phrase did bring a few smiles.|
DB has remarked at several previous meetings about the German's penchant for tests and standards (more so than other Europeans)|
|Intersting interview - ther remains a product issue to be overcome before VW-Porsche sign them off.
So why is it not an issue for A-M?|
|New David Bundred Interview (his turn of phrase made me smile a couple of times)
|Been on hols, so missed the Aston Martin news - the car looks awesome. And the designer is Adrian Newey, who's a Formula One legend of course and must be highly influential as a reference point for SCE approaching other manufacturers:
Here's SCE's own press release FYI:
|Dream on !!|
|I love a bit of flattery but in this instance it is misplaced.Whilst I have served my term on ADVFN raising the profile of SCE amongst PIs, this is fast becoming a "fund manager magnet" and I am sure the company broker is successfully organising meetings to promote the company during what should be a pivotal year.|
|LS - Who needs the Company Brokers when we have your excellent service. Perhaps the Company brokers have retired ?|
|If there remains any doubt, I have had it confirmed from the company that AM are OEM #6.Total revenues from this contract are expected to be around GBP 1 million: equating to about £1400/disk.That figure includes upfront prototyping and engineering development which has already commenced. One could imagine income to ST from this contract of approx £150k for the next two years with £700k coming in the 12-18 months of the production run.|
Just to confirm what everyone bar myself already knew :-)|
|Wednesday6 yes I think your correct, good partners to have though.|
|The really important point here is that an OEM, for the first time, has declared their use of carbon ceramic brake disks supplied by ST. Such open acknowledgement is a great asset. It is only a small move now for ST to become the preferred vendor of the CC brake option on all AM vehicles.The company should now be able to declare in an RNS which of British OEMs 1,2 and 6 is represented by Aston-Martin. I see no commercial reason now for the detail to be hidden.I am surprised we had no announcement this morning, but perhaps they are being ultra-cautious and seeking permission first on what details can be declared.|
|Quemaster isn't the aston martin contract a result of the 2nd feb rns?|
|Potentially 175 cars so 700 discs, has to be in the region of £500k revenue for discs alone. Interesting that SCE have not issued an RNS, but very encouraging news.|
|Great news from Toronto. An RNS hopefully in the morning to qualify the contract news. I feel there is still yet more to come in the near future. An exciting year ahead for ST and all long term holders.|
|and its on SCE website
|This article from Toronto explicitly links the AM RB-001 with SCE brakes
|Graham1TY - you should have mail.|
|Longshanks, did you get my email passed on ? If not, I am fairly sure you have my email address, so email me and I will send you some notes|