Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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I agree with that Whatif
Depends which way you look at this though and guess it's all to do with timings
If I was Qualcomm then I'd put in a bid for SEE in order to control the technology embedded in their chip, preferably sooner rather than later. Alternatively, if I was AMD or Intel then I'd wait until the tech was embedded in the Qualcomm and they were past the point of no return.
Who's going to blink first...
Tik Tok...
I agree. But what if AMD or Intel step forward now the potential is more established. Qualcomm would need to dig deep to make sure they maintain control of technology embedded in their chip. I know this would be very nice. My point is that they are going to embed the software in their product. Its a bit more than working with a company in my opinion.
They can’t buy every company they work with now can they? They work with loads of companies.
So why did Qualcomm not just make an offer to buy SEE ?
Have I got the picture Sandy? Yes, many years ago. All we need now is the market, large Institutional investors and retail investors to see the picture.
As before, my timeline is 2023 to 2026 for mega riches, if we haven't been bought out by then. DYOR.
Investing in Seeing Machines is like doing one of those old join-the-dots pictures, and recent comments about Qualcomm have reminded me... well, see how many dots you can join...
Anyone new looking in, ask yourselves these two questions: why did an organisation the size of Qualcomm choose to integrate Seeing Machines' technology into that of its own? And why did Qualcomm not adopt the tech of our 'successful' competitors?
Now, just to run the same thing past you again, but this time from a slightly different angle, please note that Qualcomm didn't licence our tech to use 'as-and-when'; they licenced it to INTEGRATE with their own ADAS stack! So our technology becomes part of Qualcomm's. That, fellow investors, is one HUGE endorsement of Seeing Machines' technology.
Now, here's another question: how many dots so far?
You see (now pay attention potential investors), if news arrives of one company adopting another's technology, if you've never heard of that business before...
Nah! Sorry, this is all too boring. How about looking at this another way?
You're down the pub. Someone you've never met before tips you a small oil company drilling a wildcat well. Of course, you roll your eyes, thank the person politely, and move on. Right?
However, now imagine if that same person gave you the same tip but - and here's the good bit – that small oil company he's telling you about already knows the oil is there – and so does he: your tipster! For goodness sake, he's telling you there's a fortune to be made here! Interested now?
Hmm, me neither. If it sounds too good... let's move on...
Okay, this time we'll give our tipster a name (remember, he's just flagged up a market of huge potential). So let's call him something random... something random like - Mr Qualcomm!
So Mr Q has flagged up that little oil company, and is telling you he's already invested his time, his money and, very importantly to him, the reputation of his own company and technology.
So what about investing now? Well, I still don't know this guy Qualcomm from Adam. So, again, moving on...
But here's the thing... you get home and curiosity gets the better. You Google Qualcomm and - Hell's Bells! You might never have heard of him before - but all the businesses that matter have. He's recognised in his sector by - everyone! He already has a turnover into the BILLIONS, so this guy is one very serious player!
(Psst! This is where you should begin paying attention).
Of course, Qualcomm isn't in the oil business; it's in the semiconductor business. It markets its products world-wide. And that tiny company it now relies on to make its own ADAS stack work isn't drilling for black gold; it's doing something much less oily: Seeing Machines - just like the ARM Holdings model before it - is simply licensing its incredibly clever software - to the world!
Now, one last question: got the picture?