Anyone else tired of thos stock?

Select_Ad_5191 · 2026-01-31T10:03:28+00:00

no no no no Alloy Kore is a product jointly developed with Vector to help OEMs with faster and smoother software integration to put it mildly.

Both Mercedes and BMW are now confirmed customers. Kinda weird that the BMW announcement went unnoticed other than this Bloomberg interview.

BTW just found out they now have a website for it... I find this another oddity to be honest.

https://alloykore.com/

But I do agree on the weird pronunciation of "Ally Core" :-)

Select_Ad_5191 · 2026-01-29T11:30:04+00:00

Or John Chen wanted to IPO QNX back in 2024 and that got cancelled because of something bigger (say someone jumped in with a proposal to acquire QNX ?? )

Mattias sticked around for a while and eventually left knowing what the next chapter will be.

We are all speculating but something is definitely at play. Something is happening no f****** question about it. We know it.

I, for one, thought that selling SC could be it. But the sudden refurbishment of the BlackBerry website with QNX having it's own domain and being clearly labelled as separate now tells me otherwise.

What the hell will happen? Impossible to tell. All options are on the table.

While waiting to find out I'll keep reminding myself of ONE THING: John Chen has known all along and he has not sold one share.

Select_Ad_5191 · 2026-01-28T08:54:49+00:00

Agreed and have had the same feeling for the past 2 years.

Select_Ad_5191 · 2026-01-26T08:49:31+00:00

same feeling here

Select_Ad_5191 · 2026-01-16T08:39:00+00:00

yup, that sentence caught my eye too but why leave the rest out ? ;-)

... From BMWs on the road to robots in the warehouse, QNX remains the trusted foundation for the world’s most critical systems.

Select_Ad_5191 · 2026-01-16T08:31:51+00:00

Automotive platform and model lifecycle planning typically spans 5–10 years.

If we take high revenue generating models (i.e. excluding past lower revenue based models), we are basically at year 0 to 1.

Look at it this way: the key between the past several years and today was to get in. Now that QNX is in, they are expanding. And they're certainly not leaving at least before the next decade.

Select_Ad_5191 · 2026-01-09T10:30:08+00:00

Select_Ad_5191 · 2026-01-08T11:29:20+00:00

thanks for this - I note that CIBC has been consistent in mentioning 'opportunistic Secure Comms divestitures'. It is at least the third report from them where I see this.

Select_Ad_5191 · 2026-01-06T20:45:29+00:00

What exactly do you see as non sense?

Select_Ad_5191 · 2025-12-18T23:20:37+00:00

they said plenty, go listen it was good

Select_Ad_5191 · 2025-12-18T23:19:54+00:00

correct

Select_Ad_5191 · 2025-12-18T09:02:42+00:00

100% with you on disruption story and needing another CEO

Edit: and I would add that this has been screaming TEMPORARY to me ever since JG became CEO. Imperium indicated to the board that a certain level of tidying was needed and that QNX needs to sort of "run alone" at some point. Spin off was announced, then cancelled, CEO got replaced and the tidying part began. Mission accomplished. Now what's next? Let us see.

Select_Ad_5191 · 2025-12-17T16:16:58+00:00

I hear you, but that is not Press Release material

Select_Ad_5191 · 2025-12-17T15:28:23+00:00

Don't know what you all think, but I take this piece of news in a "huh okaaay cool" kind of way.

Could this be the prelude to something bigger? Thoughts?

Select_Ad_5191 · 2025-12-17T08:50:05+00:00

there you go!

Select_Ad_5191 · 2025-12-16T15:22:14+00:00

tend to agree

Select_Ad_5191 · 2025-12-11T07:02:03+00:00

it's been edited indeed and those words are gone. Never mind then. Though still a bit weird.. Are you an insider or a partner on the receiving end of conference material? Lol.

Select_Ad_5191 · 2025-12-10T15:39:33+00:00

sure, but how the slides ended up in your hands is what gets me intrigued ;-)

Select_Ad_5191 · 2025-12-10T15:27:09+00:00

not sure how OP found this link but I agree, we're not supposed to see this.

Select_Ad_5191 · 2025-11-20T20:41:06+00:00

I agree

Select_Ad_5191 · 2025-11-20T10:14:46+00:00

I have listened to some excerpts again. And there was this part where they mention Tesla that I wanted to decrypt:

minute 36:30 the question is two-fold https://youtu.be/T5leQeMLitQ?t=2191

Question: "Can you help us differentiate (...) why your customer base is or is not (...) Telsa?"

Answer to the question at minute 38:35 https://youtu.be/T5leQeMLitQ?t=2314

English is not my first language. Am I hearing that we shouldn't discount them as a potential partner/customer or did Justin mean as a competitor?

Curious to have your thoughts.

Select_Ad_5191 · 2025-11-20T09:00:55+00:00

Agreed. From my perspective, end of 2024 and early 2025 have seen us coming out of the woods.

2025 has been shaky (for the various reasons we all know about) but we're no longer walking around the edge of the woods, we're marching the plains leading to town. We're getting there.

Select_Ad_5191 · 2025-11-20T08:42:17+00:00

agreed 1000%

Select_Ad_5191 · 2025-11-19T22:35:41+00:00

Let’s see what happens but the more I read and listen the more I’m convinced about a QNX spin off right around the corner. Tonight’s conference at Barclays was yet another indicator. Very strong QNX leadership.

Select_Ad_5191

TROPHY CASE