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Well perhaps it's taken Paul coming in to get things moving!? It appears that maybe another type of contract had been discussed previously which was unworkable and they've then had to do a uturn!!?? I do recall him saying such.
Buffet, the original L3 RNS was 12/12/18 and we will have been working with them ages before that, I get that license deals take time , but it's really simple you first mention it via an RNS when the deal is done. Don't blurt it out in an interview as you are so keen to take the credit for someone else's hard graft
#TeamIdiotNephew
Seeing2020 I can trace this aviation simulator work begining around feb/March 2018 so they've had much time!
Buffet, yes still time for Paul McShortly to deliver.
It's only 5 months today since he first mentioned it, silly us thought the words might get followed up with some actions.
I might fall off my two legged stool if he ever delivers
#TeamIdiotNephew
With the market only closed on xmas day and boxing day there's still plenty of opportunities for See to land the super RNS!
Haveagoodday you mention 1st class world travel in a derogatory fashion clearly to be a slur, as I’m sure you already know, our former ceo stated quite clearly that the company only funds economy fares and I haven’t heard that anything has changed...unless you know better.
I do beleive that both you and Baxter fulfill that criterea, and if you bothered to look I am not totally convinced by this company under PM. However CFP is obviously not invested and his one dimensional view is unwelcome as is the 1 sided view of some of the fanboys here that I also ignore. Filtering gets rid of moronic posting, if you don't want to view my opinion the filter is easily used.
HAGD
I fail to see any questions in CFPs last post. And from all his posts, I cannot remember anything but negativity, it makes me wonder whether he is invested, as he's always been negative.
Thats the way Oldfool13 , filter everyone who asks a question which does not agree with the party line , as new investors check out Seeing on this site they will only see positive posts and will be drawn into the never ending circle of feeding the great white Australian shark who are starting to see the benefits of 1st class world wide travel , as always have A GOOD day
Red you do understand people like this thrive off the attention given by replies such as yours. Just filter the prat.
CFP
1. You come on here and all your posts are negative.
2. Something is posted about SEYE, which is factually correct (either about the, er, delays, of models, which taken with information widely available in the media hints at more than delays, and you defend SEYE.
3. If you'd been at the CMD, you'd realise financial analysts have little understanding of the difference between SEE and SEYE tech.
4. Where did you come with the idea I would defend any logical criticism of the BoD 's?
My interpretation is you are either shorting SEE, are invested in SEYE or both. As S2020, intimated, yet another totally pointless post, as per norm.
Cold, cracking piece of research and analysis, thanks for taking the time to share with us...
Aviation deal signed and its gotta be 20p plus based on what the market valued us last year and the extensions signed. All in my dreams of course
Kick
I think you could well be right and only when Mercedes, BMW ET al progress will it all show in the SP.
At present, the markets are a bit clueless in it looks at both the companies as exactly the same and looks at the lack of progress with SEYEs orders but really it's apples and oranges, although it's eye tracking, at some point due to data, greater R&D spending, staff, that is just about all that is the same. As far as we're aware the programs are progressing smoothly (until told differently) but SEE still needs the first model of each program to roll off the production line before the market wakes up. Of course, the market may be shocked awake when it becomes aware of what SEE tech is and what SEYE tech isn't.
I'd like to understand how much design wins are guaranteed. We've seen with Smarteye and Audi A8 and JLR that won business doesn't always turn to revenue. I think the market might be pricing some of this uncertainty in. Design wins are great but we need cash in the bank to move the share price and so these licencing deals can't come soon enough.
As long as Pat wasnt over promising Paul an early deal-which presumably is why Paul Angelatos quietly 'disappeared' following TFD?
Fingers crossed!! Well I guess considering how chuffed both Paul and Pat appeared in the last video i think we could be in for lovely surprise!
Perhaps a daft question but I'll ask it all the same - should this deal be significant and sort our breakeven position out will See start to be priced by the market based on future cash flow projections?
I think the aviation licence will be bigger than the cat type deal considering how big the market is, how much shortage of pilots they will have and how we are near inflection point for auto etc.
Let's hope his version of material mirrors the Cat type value!!
Buff
This calendar year or very early next year, the emphasis was on very early if not this calendar year.
Still cant workout what he meant by this year? 19 or financial calendar year! Opaque tonbuybthemselves time I guess!!
Also what are we expecting the numbers to look like in the jan update?
Well time is running out pre xmas, if they had a sense of timing they would RNS it this week, before the 12 month anniversary of the L3 RNS
12 December 2018
Seeing Machines Limited
Collaboration with L3 to deliver eye tracking for major airline's Full Flight Simulator
Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Group"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, is pleased to announce that it has partnered with L3 Commercial Aviation, a leading provider of airline pilot training solutions, to deliver integrated eye tracking capabilities into their Full Flight Simulator (FFS). The first device with this functionality will be delivered to a major Australian airline in 2019.
After checking back on RNS's inseenreference to See entering into commercial agreement with L3 Training Solutions last January update so we could hear something soon!!??