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Redeye updates its fair value range following the up to 53 design wins from a new major North American car manufacturer (OEM).
Redeye updates its fair value range following the announced rights issue. As we do not yet know the full terms, the new fair value range is up for change again after the subscription price is set.
Redeye comments on Smart Eye’s intention to resolve on a fully covered rights issue of SEK325m before deductions for transaction costs, as well as the bridge loan. Both the size of the rights issue, the method, and the timing surprised us.
Redeye is optimistic about today’s announcement of a new OEM customer, bringing the total number to 15. Redeye reiterates its valuation range.
Redeye concludes that Q3 came in just below Redeye’s estimates on a like-for-like basis. Like-for-like revenue was 5% below expectations, where Automotive started to show healthy sequential growth. Cost base was in line with Redeye’s expectations.
Redeye is positive about Smart Eye's announcement of a new platform deal from an existing OEM customer. Redeye maintains its estimates and valuation range.
Redeye thinks yesterday’s deal between Seeing Machines and Magna will grant Seeing Machines a certain minimum market share going forward but that the deal also caps Seeing Machines’ upside potential to around 35%.
Redeye comments on Smart Eye’s news flow from AutoSens, the automotive fair currently ongoing in Brussels. The news flow is primarily a confirmation of Smart Eye’s strong market position with existing OEM customers and with essential partners.
Redeye states that Q2 was OK. While Automotive hasn’t started ramping up yet, management appeared confident about future procurements.
Redeye concludes that Q2 was in line with sales estimates but included a higher cost base than expected. Automotive was below and Research above estimates.
