Sound Energy #SOU provides an update on a potential farm-in and operational progress in Morocco Watch Now
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East and have access to Premium Chat. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Mitsubishi have maybe realised the level of investment required, we have done it, we seen it coming, we never fell asleep at the wheel
With all these amazing researchers & shareholders on here pulling out more & more from the hat on a weekly basis the million Dollar Question has to be?
How do you put it in-front of the right people ? The mutual fund managers, the millionaires, the Billionaires, investment movers & shakers etc. It feels sometimes that we are part of the best kept secret in the Auto safety revolution that is unfolding before our eyes. We believe in the Tech, believe in the Company & believe we know what’s coming.
Everyone on here being made more knowledgeable about what the research unearths and the picture it paints, whilst is all very exciting we are all here to make money.
The only way to make money, unless a big boy buyout comes is by pushing up the SP & selling some shares on the way. Rome wasn’t built in a day but the blocks & carvings are all onsite now. Just needs some cement & some builders to finish it.
The likes of BlackRock & The Vanguard group pop up as major holders of Apple & Netflix. Netflix is an interesting story spanning over 20 years to show that Rome wasn’t built in a day.
Our biggest shareholder has a £20 million ish investment & sees what we see but until the big boys pile in & start buying we will be be kicking a can down the road waiting for news or results to prove we were right.
It’s just how to wave the SEE story under the likes of their noses is my million dollar question...
That is an unbelievable find fella.
At the moment our "ties" with current OEM's suggest the 40-45% prediction is very achievable in the next couple of years.
HONDA (Haven't had an RNS but according to that article looks likely)
Very impressive. Hopefully, we get either VW or Toyota or both. That would smash the 40-45% prediction from Colin.
Yes, great article by Colin and great find, Chris, thanks.
Most interesting bit for me in Colin's article was the Mobileye mention near the end. Mobileye had/has 65% in its particular niche. Back at CMD, the top two mentioned by Colin were SEE (40/45%) and Mitsubishi (15/20%).with the rest nowhere, 3 or 4 mentioned getting 5-7%.
In his latest article, Mitsubishi, who were second on the list has vanished and now the mention of Mobileye. Taken together, the higher of the two figures, we get 65% or Mobileye type domination (I prefer ARM like).
So, only (2) conclusion is either Colin's forgot Mitsubishi or they are no longer a player and were SEEs only credible competitor.
TLS, the current chart needs a look at, things have moved on so I may have to revamp it a bit!
The local cricket and hockey club I run as a volunteer was flooded in october, and again in February, and then Covid. Today we opened and were able to socialise and have a few beers, then I get home to read the Honda link, thanks Chris, perfect day.
For me to say Great find Chris doesn’t really do that post justice, it’s fabulous news and I will shortly be raising a glass in recognition
I like this para. From the article
Surprisingly, the two electric Hondas will offer GM's OnStar system and hands-free Super Cruise technologies. OnStar will be merged with Honda's own HondaLink, while it's unknown how Super Cruise will be integrated. What it does is gives Honda turnkey access to one of the best driver-assistance systems on the market.
Great spot, great news, yet again.
There is so much good news coming that I am already forgetting yesterday's news. Lewbo can you chart a way through this?
There is so much good news coming that I am already forgetting yesterday's news. Lewbo can you chart a way through this?
Nice find Chris 100.
Seems pretty clear cut to me
"The electric Hondas will be available with GM's OnStar and Super Cruise technologies, the automaker said.
I guess we'll have Honda in due course too, who will supposedly adopt super cruise under a different name? Although perhaps a little while to wait there
Yes your correct I just looked online but not checked upto date. Still enough existing and new models to come though.
Another American brand who filed for bankruptcy in 2009 after heavy losses. For better operations, General Motors shed several brands including Saturn, Pontiac and Hummer. The company also sold Saab Automobile to Dutch car maker Spyker. Currently, the company owns Buick, Chevrolet, Cadillac and GMC. General Motors recently sold its stakes in Opel and Vauxhall to PSA group.
Shame. But ok I'll settle for PSA. Vive la difference, or different brands!
Terry, I admire your optimism, but Vauxhall is now a brand of PSA. Saab was sold to a Dutch company, then sold again. Pontiac might still be a GM brand, but is dormant. But GM do still have and make GMC, Dodge, Chevy, Buick with Hummer due to return
Hi BS16, I have tried to make a list for SE but there’s not much more info beyond their RNS’s. I have no idea what cars they are about to launch in.
All I know is that they are not in Super Cruise, and almost certainly not in CoPilot-360 or the future BMW semi autonomous system, and that is very important for SEE and its shareholders.
Tech arms race anyone.
It's probably best to split SEYE between Europe and China. SEYE initially was concentrated on Europe, their backyard, and due to Takata, didn't have any competition.
So, yes, SEYE is in 5/6 BMW with 1/2 more to come, it's tech used in Traffic Jam Assist, up to 37 mph.
Audi A8 - was going to be in I believe Highway Assist, downgraded to Traffic Jam Assist and delayed/cancelled and not seen since.
JLR - All 13 models, delayed until 2022.
Porsche Taycan - grey casing where DMS would be.
Asia and later
Hyundai - 14 models destined for China, due this year
Geely - 1 model, destined for China, 1 year delay
Mitsubishi /Renault /Nissan - 5+ models, due soon and 2021
CES - Major Chinese OEM, next year.
Biggest Ever - most recent win covering 4 OEMs and 24 models with a total contract value of A$85 million. One, an existing European, possibly BMW Mini, a new European, something along the lines of Alfa or Lancia, one American, possibly GM destined for China, the other a Chinese OEM for China, the last two covering I believe 22 models. What's interesting re the mega win is it covers so many models for so little money which points to either low volume or functionality. Probably a bit of both.
As for competition, we'll I won't go on about the minimal R&D comparatively, the number of patents comparatively, hinting someone's IP ain't worth that much, or at CES SEYE were only 50/50 it would meet ENCAP. Rather, what competition do you know where, in US dollars one competitor charges 5 and the other 10 and the one charging 10 wins more than its fair share. In fact, it very rarely loses those contracts it wins? Only very broadly are SEE and SEYE competitors ie eye tracking but the difference is SEYE does DMS whereas SEE does DMS and DSM and even when it does DMS its product is the best and if on a chip, the cheapest.
Ford Bronco launch we will find out in the 13th July. Then Iam sure Ford will be adding alot more models.
Cadillac said will bring out 22 models then GM said would adopt it so with GM brands/companies under the banner including :-
How many could it be? If you consider all the work behind the scenes last few years then many are sure primed and ready to come out over the next 18 months. Then the next period should be interesting.
Iam sure Asia manufacturing will show its hand by next year.
The reference to Mobileye prompted me to start searching. It seems they got an order in 2018 to start supplying 8 million european cars with self driving tech from 2021. Could this be 8 million cars for SEE. ? Other articles do mention working with VW. I also spotted that the 12 camera test car they have developed for self driving evaluation is based on a Ford
Do we know what vehicles Smarteye are in/will be in by end 2021. They don't appear to have a dedicated group of researchers like we do :) so I'm struggling to find the info. I know they are in an upcoming BMW model but then after that BMW switch to SEE, is that correct?
Not looking to rain on SE's parade, I do actually think they will offer more competition than some on here suggest, but i'd be interested to see a list similar to what you just provided for SEE Jimbo.
It all started with the GM CT6 and Super Cruise, but by the end of 2021 the following should all be on the road with, very probably, a SEE DMS fitted:
GM - Escalade
GM - CT4
GM - CT5
GM - Lyriq
Ford - F-150
Ford - Mach-E
Merc - S Class
BMW - i4
BMW - iNext
BMW - iX3
Byton - M-Byte (on the assumption the company survives Covid)
FCA - Vehicle yet to be announced.
Have I missed any? Lots more to come I’m sure!
I'll go right down the middle please Colin.
I wonder who Colin is referring too?
EE Times is one of the few trade publications talking seriously about driver monitoring systems, so perhaps Senators Edward Markey and Richard Blumenthal were thinking of our coverage when they also introduced their package of bills this week designed to improve automotive and traffic safety across the U.S.
In particular the Stay Aware for Everyone (SAFE) Act: “tackles the threat of distracted driving; a problem that is only increasing with the proliferation of ‘driver assistance’ technologies that can encourage complacency if misused on the road. The SAFE Act will specifically require the DOT to study how driver-monitoring systems can prevent driver distraction, driver disengagement, automation complacency, and the foreseeable misuse of advanced driver-assist systems, as well as require a rulemaking to mandate the installation of driver-monitoring systems based on the results of this study.”
DMS is now in vogue and AV suddenly has a great future behind it. Did you see that coming? I did, so allow me to offer the benefit of my experience: The company making the most progress is always the one making the least noise. This is why I don’t care about announcements from Waymo, Nvidia and Tesla. My attention is on Argo AI, Xilinx and BMW.
With a regulatory tailwind now in the United States, DMS technology is suddenly about to get a lot more attention. In my opinion the key DMS suppliers to monitor are Eyesight AI, Jungo Connectivity, Seeing Machines, Smart Eye and Xperi. One of these companies is almost certainly destined for a future as “the Mobileye of interior vision.” But you will have to decide who for yourself. I’m an analyst not a fortune teller.