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And Me too.
Jazzindahouse.
Wilson, fair play, thats commitment.
300p will be deserved when it happens
#Team300
Tks Terry im In. Night bus to London victoria fm preston, luxury of a train up after the event total cost 55 quid :). Require details of a great spoon to breakfast in. Live in the north west now.
Put me on the list, better be some news between now and then or it's an expensive presentation to host. Has Ken been invited?
That’s me confirmed as well!
Wilson
5th out 6th pm back to GTW or LTN
Inverness or Aberdeen £60-80 rtn
Glas or Edin £50 rtn
Wilson
Where you coming from?
I want to go but initial train price 200 quid one way. Have to look at the night bus I will wave my right to an NDA and announce tonight or perhaps tomorrow well imminently if I can , guarantee before the 5th November.
I've had my place confirmed so look forward to meeting you guys there and hopefully hearing the team talk us through the news that will be released between now and then.
I'm inclined to believe Seeing now has even greater confidence in news being released before the 6th November, otherwise they surely would have cancelled or at least moved the date to the new year.
If the news is a CAT-style licensing deal in Aviation as many expect, has anyone had any further thoughts on how PMs comments on the results webcast re 'Mutual Exclusivity' tally with Cenkos' comment "the company could be in a strong negotiating position in discussions with the two major simulator manufacturers for a license".
Could it be that L3 and CAE are/were in a bidding war for exclusivity? Of course SEE partnered with L3 back in Dec 18 "to deliver integrated eyetracking capabilities into their Full Flight Simulator (FFS). The first device with this functionality will be delivered to a major Australian airline in 2019."
https://www.investegate.co.uk/seeing-machines-ltd--see-/rns/collaboration-with-l3-to-deliver-eye-tracking/201812120700031775K/
This first device was widely believed to be for Qantas, however Qantas and L3 parted ways in March 19 after failing to come to an agreement.
https://www.airlineratings.com/news/qantas-pilot-academy-still-track-despite-loss-partner/
This may have been partly responsible for SEEs change in approach to Aviation, with a view to leveraging the company's IP via licensing rather than trying to stand up a whole new team. I agree with those who say that all the FFS manufacturers will need our tech, but for SEE it would be much easier and more lucrative in the short to medium term to sign 1 or 2 major global license deals and let the licensee(s) worry about sublicensing our IP.
Maybe SEE are tendering for one global license deal to cover all FFS types and applications. Or maybe they have split the market by Boeing/Airbus or even Passenger/Freight/Military.
One thing is for sure, we have plenty of news due over the coming weeks and months, including but hopefully not limited to:
Aviation
RFQs
DMS legislation
2 x Non-Exec appointments
All in my opinion so do your own research.
Unfortunately, I can't make it. I squandered all my holidays on the family.
Hopefully/No doubt some of you will be posting through the event and save a sausage roll for me.
'Armourers' Hall is the home of The Armourers & Brasiers' Company. The Company was founded in 1322 as the guild overseeing the production of armour'....
1322. That's older than me! Amazing history and smack bang in the heart of the City of London
I can't make it either as I disappear in the afternoon
have a good day all and fingers crossed for some news to justify the expense of SEE coming all the way over here...
Terry I had to email Sophie twice to get the invite done. The rsvp was from investor relations. The email you have to reply to is investors@seeingmachines.com
You may as well email them that you are attending. Better to have something on a paper trail than nothing at all.
This is the address where it will be held:
Armourers hall
81 Coleman street
London
EC2R 5BJ
I’m
Still holding onto there must be a reason why they have held this day. As see2020 says we’ve had a webinar explaining outlook and results. So what’s the point in saying the same thing twice to the face. Unless they want to just come here and enjoy the weather and talk Brexit.
Ive not had my invite yet? Ive emailed 2 x asking for it, no reply yet?
Coming if get it or not :)
I'll be there S2020. Looking forward to it!
Didn't expect it to be daytime event & prior commitments will prevent my attendance & I will be relying on you guys to report back.I agree that they must expect to have lots to say if the event is 3 hours + & presumably our key managers will be presenting re Fleet,Auto ,Aviation ,Off Road & Rail -apart from anything new which could prove to be a pleasant surprise
So looks so far:
Bauchsapt,
Paul Pingles
Juice
DR777
S2020
It says numbers limited (no clue how many) I guess some will wait to see if news drops first, its hard to imagine it won't as what would they talk about for 3-4 hours otherwise, we have had a results webinar and Q&A so it has to be more forward looking and explaining the news since results.
#Team300
I've confirmed my attendance.
Seeing, I am registered with SEE but no email so far!
P.S.
EU Brexit deal agreed! (In principle)
PM, if you "expressed interest" previously you should have received an RSVP by email today, if you email investor relations
#Team300
Do you know the address in London? Tks!
I'll be there also. Long term shareholder but this is my first experience of something like this. I'm in central London so makes sense to come along.
Paul P, I had you on my list of guesses this morning. Be nice to catch up
#Team300
S2020,
I will be there, though I wish they had given us more notice that it was morning/lunch thing rather evening like last time. Agree that is positive that they are given us decent amount of their time . Lets hope we have some decent news drop between now and then.
See2020 I’m attending taken a dayoff work to see what happens. Shallwe will definitely post on here what’s happening throughout fingers crossed something juicy to discuss gets RNSd before
Although I'm not a million miles away from London, unfortunately I work fulltime and therefore cannot attend midweek. Shame really as I really would have made an effort otherwise. The weekend would have been better for me.
Can you keep us unfortunates posted during the CMD on the forum?