Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The board was clearly unhappy with ken post dilution. Good to know the back story.
I have great respect for ken and paul both. See needed someone technical as ken in the helm in the initial years and someone like paul to execute the vision.
I am also impressed that PMG refused to give guidance very unlike other CEOs.
i leave it for rest of you guys to scour through this video and collate. There is just too much information. Each sentence has amazing insights.
Acquisition is inevitable and so in dual listing i think
Aviation Highlights
Expect license deal by end of this FY
Aviation license deal close to be prosecuted should deliver more than 15 million aud upfront
First RFQ in process 330 aircraft and 18 pilot training simulators, Aircraft SW per unit is 10,000 approx.
We have been able to run trails and win business with largest airlines. Model we want to prosecute is recurring revenue with upfront
Apologies if already posted, wondering how i missed this gem
https://vimeo.com/user31696321
Consumer Reports vehicle technology maven and friend of the show Kelly Funkhouser returns to discuss CR's new rankings for active driver assistance systems, the class of systems pioneered by Tesla Autopilot. Kelly explains why the ranking emphasizes collaborative and driver monitoring features over automation, how critical these elements are to the safety of such systems, where her work ranking them will go from here, and much more.
http://www.autonocast.com/blog/2023/2/9/272-kelly-funkhouser-on-consumer-reports-active-driving-assistance-ranking
More specifically read it here https://archive.ph/yxTBG Someone has archived it already
just use https://archive.ph/ to read the article :)
Watching Amnon's presentation at CES
https://www.youtube.com/watch?v=-CDUHibUQwE
he tries to answer
Something rather striking is how they plan to do validation for eyes off hands off.
If i understand correctly the dataset needed for validating eyes off i.e L4 capability would be in the range of 10 million hours of real data.
MobilEye's Solution
OEM would be to launch the vehicles first with eyes on hands off i.e L2+
Validate over 6 months that is millions of hours of data
Enable eyes off if validation successful
Validation date will not be used to retrain the system, only for validation
Summary - Even L4 models will need DMS to do the validation phase :)
Thats great, add SEE DMS
That too will not work, when we declare rfqs above 100 mill still SP doesn’t react
I have already resigned myself to the fact that we will have to wait till the OEM royalties start growing and turn us profitable
Till then will keep adding at these prices, the safest investment in this market IMO