Seeing Share Chat (SEE)

Interesting comments which makes me think we'll be ok here around subscription models, however not sure we wont be bought out before 10 years https://www.google.com/amp/s/www.thisismoney.co.uk/money/diyinvesting/article-8316433/amp/Nick-Train-tells-investors-Dont-underestimate-value-survivability.html

Seeing
If lockdown continues for a while longer we should have a Mastermind/Who wants be a Millionaire SEE quiz night. You can be the quiz master.
I do worry some may fail on the opening Question?

Whats your name & where do you come from?

Phone a Friend?

Well he should know after shelling out around £100k at 3p if we recall correctly?!

SEE taking things to the next level...
"The next level for DMS is to fuse it with ADAS functions, says DiFiore. With ADAS fusion the car can compensate for what the driver doesn’t see – the system learns that a driver is not looking ahead but ADAS detects that there is a vehicle in front or stop sign."

Exactly Phil, one Sept

HAGD, as ever a beacon of light

Seems to be updated from posting few weeks ago?

https://www.autofutures.tv/2020/03/16/taking-driver-cabin-monitoring-to-the-next-level-part-two/

You are not alone , you have the honesty to say how it is , not hide behind , " next year Rodders " as always keep save and have A GOOD day

Super September

Gotta be right one year haha

Old, I feel your pain and we all have shares we watch that have moved whilst we still hold here. I am also in the 6 years + bracket and all the scars that come with this.

Auto we are just starting the journey, Paul has told us 2 "marque" cars this year go into Sop, I guess Mercedes S Class and Ford F-150 , so soon enough people will realise what we do, only last week we got a credit in the Ncap video, at CMD Nick was at pains to tell us that "other tier 2 are involved with Ncap also" so thats even better that they credited us then and no other DMS provider.

Fleet is on the road now, auto we can see on the horizon, Aviation is all upside as not in any forecast, then we have the snippets from JC and TLS and one dreams about what Qualcomm could lead too.

Today I'm still a "dreamer" (or worse) and 6+ years and lots of hours research, time will tell if loyalty gets rewarded or not

Oldfool
Lets hope your not too old to enjoy the benefit when it does come. Auto never was taking off until 2021 onwards, so we still on schedule Rodders.

buffett
Once the models start hitting the road on top of the odd license deal its amazing how fast AIM shares can shoot up.
Someone was telling me about ODX so i had a quick look. Hovered 7-15p max for years. Lockdown was 7p & hit 88p earlier! 2 months 12X SP is the stuff dreams are made off, but the reason why we all here.

SEE has so much under its hood with Auto & Aviation iam sure & Fleet should plod along nicely.

Auto has to be one of the most secretive industries going with all the NDAs attached iam sure. But as cars start getting produced news will flow at some point. In the meantime will keeping doing my top ups and twiddling my thumbs on Furlough waiting for a flurry of news that makes us all smile :)

Trouble is this share is always, next year, every year for the last 6+ for me. Resigned to another year but am increasingly impatient with this bunch. Two shares I watch have re-arated, ITM would have been a 10 bagger and still I hold this like a bit of a mug. One day Oldfool, one day!

We are bound to be in a much better place by this time next year when the impact of the cost saving exercise works in hand in with the increased focus on licensing deals?

For the European car sector, auto stocks leaping

One small step as the saying goes. Somehow I doubt at present the camera, regardless of time of day, would satisfy EU /NCAP requirements. Sounds very basic, needs better algorithms. Know anyone?

Hotz was so confident that he said during the interview that he’d make a bet of $10,000 that Tesla will have to enable driver monitoring, before their FSD is good enough to relieve the driver of their responsibilities.

https://techau.com.au/geohotz-of-comma-ai-bets-10k-tesla-will-add-driver-monitoring-before-fsd-is-complete/

Car sales over all bound to drop but the top end ones that we are in will drop the least Iam sure.

Better that the year they planning to get in production is the year of Covid rather than 2021/2022 when cars rolling off production lines.

https://www.primemovermag.com.au/featured/article/guardians-of-the-galaxy

It doesn't really matter if new car sales fall at present as we are basically starting from zero, so any sale of a car with our tech is a plus for us and more than last year.

i hope you are right & i am wrong but i think most experts believe car sales will fall this year.

https://www.google.co.uk/amp/s/www.cnbc.com/amp/2020/04/21/global-auto-sales-expected-to-plummet-22percent-in-2020-due-to-coronavirus.html

I dont agree, most new cars are pcp, hire or company cars so they will still be selling in my opinion. Would be nice to see a licensing deal soon

https://www.traveldailymedia.com/emirates-resumes-flights-to-nine-destinations/

i am sure wealthy people might upgrade their car, but the growing unemployed certainly won’t be looking to in the next 6-12 months. So i am not so positive with auto in the short term but luckily DMS might be main stream in 2/3 years, just as the its starts to grow again.

Fleet definitely has decent short term growth opportunities as lorry drivers face increased fatigue due to longer working hours.

- House sales in the US came in better than expected so that's positive news for consumers in the States.
- I'd guess the overall impact on sentiment on cars Vs public transport will shift towards cars again following the Pandemic. I remember reading articles a few years ago (maybe by Colin?) that when a crisis occurs, are you going to want your own car or will you rely on calling an Uber to 'evacuate' from the danger. These scenarios sounded pie in the sky but a global Pandemic probably reinforced this idea. Will be interesting to see the next quarterlys from the big auto firms to see what's happening to US car sales over the next year.
- a positive automotive headline from France today > 'France unveils €8bn motor industry recovery plan' Germany cares deeply about its car industry too, so will we see similar recover plans there? I'd say it's likely.

Any nasty deadly second waves would derail the improving picture but overall it's nice to see some green shoots for our biggest industry.

https://www.linkedin.com/posts/sital-chandarana-0454b4a_revenuemanagement-hotels-activity-6669777301971996672-WWPM