Samenvatting van de meeting van vandaag.
AG Gaussin of June 28, 2019: 9% of K no quorum but factory visit, presentation of news and questions / answers.
What more can you say than the numerous press releases on the Gaussin website.
No increase of K expected
Overall impression, nothing to do with last year, the team is serene and optimistic, with the cancellation of debts (5 million + free patents) cash has good pace and licenses allow to solve the problem of the rotation fund. We have the impression that each passing week brings new applications and opportunities.
Commercial:
By involving customers in the development, every detail seems well thought out on a practical level and for the purpose the end customer's productivity.
Worldwide distribution with distribution contracts in USA, Asia, Africa and Siemens in Europe
2,500
UPS active customers : 1,800 logistics centers focused on clean energies.
Countries are becoming more and more protectionist, hence the interest of producing locally with licenses.
Big success of the ROC show in Rotterdam.
The hardware is more expensive, but the return on investment is now only 2.5 years given the price of batteries falling.
In 2020 the effort will be focused on the US markets
Singapore has planned to tender for 2 to 3,000 vehicles per year.
How licenses work: At the price of the license is added royalties on each truck. Technological developments are billed in addition to the license.
Equipment:
Complete range 38 and 75 tons autonomous or with driver. the cabins are designed to be eventually dismantled to go into autonomous and this is either tractor or single trailer autonomous (AVG) + rail / road application.
Battery, 6 hours of autonomy, change in 12 minutes, lifetime 15 years.
Customers do not want the numbers to be disclosed.
Bus Bolloré, good news too, but we were asked not to communicate on the bus.
Metalliance: Made up to 6 vehicles / day for Caterpillar. Very good quality of manufacture and well positioned in the construction of tunnels, sector of the future, the metropolises asking for more and more underground works (big Paris) and the tunnels a clean energy. Metalliance will initially be used by subcontractors in Gaussin, which does not intend to create a production line in Hericourt but, on the other hand, wants to keep an eye on the prototypes.
Dubai: The tests will be done during the big heat of the summer, result in October.
General policy: Word of order: Become global and spread the products quickly.
The R / D sector has decreased in 2018 as partners are increasingly participating in R / D in exchange for opening up to certain markets. there will no longer be a CEA type agreement.
Gaussin is authorized to manufacture vehicles on closed areas but not on open roads. Who can read it the least, I asked him if he did not fear the competition like Google who study autonomous vehicles on open road, I was told that the design office should go from 50 to 300 employees but that, according to the evolution of the regulation of this type of vehicle, the solution with a partner could be conceivable.