Member Info for Aaroon

I say 17 p , hoping for the following to be declared
Honda
GM ultra cruise
A big fleet news

I think its time for us to put down our predictions on see share price by CES 2023

I think the 10th May RNS was suburu. Honda RNS is still pending from SEE.

And magna wants in, before qcomm makes an offer

nah, I am not demeaning PMG.
Some of slides are cluttered in my opinion.

awesome presentation, PMG has grown over the years
BTW get some professional help on the slides PMG

Lightweight84 - what do you say about qualcomm acquiring veoneer?
Were they a major shareholder?
What was veoneer’s profitablilty when qcomm bid

Safestocks has been tracking seeing machines for many years, and we LTHs value his insight and research

Cenkos mentions - nasdaq listing as the likely next step

Am i reading this right? Should be huge news

Bless you PMG

Intriguing to see employees from a small swedish company liking posts about seeing amchines
https://www.linkedin.com/feed/update/urn:li:activity:6973680640944656384/

made me wonder if the RNS in May about collaboration was Nenonode

Both SEE and Neonode works with IR tech
Neonode seems to have licensed their tech to DMS/OMS, but not declared to whom
Nenonode tech with IR could be a nice addition to the SEE DMS as it looks to be complimentary
Neonode also declared in their presentations about license revenue in DMS related to tech royalty

Colin posted and like by SEE people
https://www.linkedin.com/feed/update/urn:li:activity:6973680640944656384/

BREAKING: VD/VB1940 has 5.1MP image resolution for #DMS and #OMS applications. Samples are available now and mass production is planned to meet demand for the model-year 2024 vehicles being designed now, ready for European #GSR implementation. Big development. Will ST be next to license #Occula #NPU from Seeing Machines? Eric Aussedat

yeah, i tried hard to find the pricing info, SEE very tight lipped about pricing. Good luck on figuring that out.

and remember, these are whole chip solution with Xilinx, which would be north of 20 dollars per unit

Noticed sbs transit singapore mentioned seeing machines guardian in its fleet

https://sgwiki.com/wiki/MAN_ND323F_(Euro_VI)_(Batch_1)

Yeah but 88 percent did enable bluecruise, thats what the data says. I cant see anything wrong there

Agree with DR777, don’t forget GM

Glandore

Totally understand you can take a more cautious approach. The SP is depressing us all.
But feel more optimistic about bluecruise as i am sure the margins are much higher
Terry, a good point i had totally forgotten about the extra features being requested
Also there are upfront costs for feature development.

Discussing with Glandore it occurred to me by December we will have enough data to be sure. No more conjectures

You cannot divide like that.
Revenues you see today are due to 4 project lines
1. Ford
2. Diamler
3. BMW
4. GM

Of the four only ford is a full chip solution for which price is higher. Did you take into account the volumes for chip vs non chip. I dont think SEE releases those figures.
14 dollars avg already tell you chip solution is probably close to 25

Glandore, 16 aud, where did you get that from?
Yes, F150 Lightning bluecruise uptake might be less, but not for MachE. 88 percent is very well what MachE uptake looks like.
However one thing to consider for F150, as the demand is higher it allows Ford to push the higher end models better.
Lets see how it pans out, by year end we will know if Ford increases the volumes and will have data for F150

should have done a 88% uptake in the calculations.
SEE revenue = 5.28Mill to 7.7 Mill( from MachE and F150 Lightning)
SEE revenue = 10.56 Mill to 13.2 (all BEV)