I hope you are on the money with your thoughts related to Valeo. I, like you, am confident and believe that Valeo will develop into more than just a brand/ badge on a website.
I've heard through a non BRN source that Valeo have taken substantial pre orders for Scala 3 which I am hopeful is true. Taking that as being the case then your prediction of substantial revenue grester than the US$6m I have predicted may in fact be right. Here's hoping!
My thoughts on IP licenses are, in no particular order:
Valeo,
Mercedes,
Tata Elxsi,
Microchips,
Samsung, and
VW group.
First cab off the rank for me is Tata followed by Microchip.
Cheers Belkin
BRN Price at posting:
17.0¢ Sentiment: Hold Disclosure: Held
(20min delay)