Member Info for AllAtSea

"This move has legs"

Can I suggest that "This move has wings" would be better? Hopefully not Icarus's..

Smarteye had a head start with Geely since Geely=Volvo and Volvo is still based in Sweden. Also Geely is not one of the Big Four Chinese manufacturers so they may be going down the cheap route for short term expediency.

Using a better system may well be an inducement to their bigger competitors to choose Seeing Machines.

I hope that's a good Idea. ;-)

Seriously, I read that the merger of Vodafone and Idea will create the world’s second-largest mobile operator behind China Mobile, with more than 400 million customers. Vodafone will be the 'senior partner'.

Meanwhile the Times newspaper's 'Tempus' seems to have missed the boat on this news when it suggested Vodafone was a stock to 'Avoid' without mentioning the 'Idea' merger.

" When Tempus last visited Vodafone, just over a month ago, it concluded that the shares should be avoided. Yesterday’s [Australian] merger deal doesn’t change that, but it does make it a much harder call.
Advice Avoid (but less so)
Why Australia deal doesn’t change the game but it does reflect well on its strategy."

Oops, watch out for the Indian elephant in the room?

I hope that's a good Idea. ;-)

(IGMC)

Talking of voting (Aaaarggh!! Nooo..) The real danger is if autonomy becomes a populist cause. Think it's under their radar for now.

Decided to take profits at 2422. Might come back if it goes below 2250 depending on what else grabs my attention.

Prices can drop for no apparent reason. HSBC has high costs but it's old news and cuts are being made. I've no intention of letting go just because brokers guess I should.

..why the performance when brokers say it's a BUY? Other than that brokers are devious so and sos..

The bit about SEE was brief and to the point:

"The most rapidly automating of all business sectors is transport: think autonomous cars and driverless trains. In the thick of developments in this area is Seeing Machines, which is based in Australia but has a £210 million listing on Aim. It is a specialist in technology that monitors the safety of cars, lorries, aircraft, trains and off-road vehicles in sectors such as mining. Crucially, as well as monitoring physical drivers, its technology is being applied to both semi-autonomous and fully autonomous vehicles.

Its customers already include General Motors and its shares have rocketed by more than 65 per cent this year thanks to a string of contracts with unnamed car parts manufacturers in Germany, the United States and China. What could be more crucial in driverless vehicles than ensuring safety? Seeing Machines has high-calibre investors on its register, from Legal & General to Fidelity International, and merits further investigation."

..and

https://www.thetimes.co.uk/edition/business/keeping-up-as-the-robots-march-on-czmhfkds5

https://www.thetimes.co.uk/edition/business/keeping-up-as-the-robots-march-on-czmhfkds5

(and OCDO).

As for rns, so what? The automotive industry is notoriously secretive - do they want a partner that goes around telling the world whats going on all the time? I doubt it.

https://investomania.co.uk/2018/08/do-hsbc-holdings-plcs-financial-prospects-suggest-its-share-price-will-rise/

"With a 5.5% dividend yield, I believe that HSBC shares could be undervalued at the moment. The company appears to have an impressive income outlook, with its bottom line due to rise in the next couple of financial years. This could help it to grow dividends, which may increase its investment appeal yet further."

Aug 24.

Back on the 18th this link was posted:

https://www.fullyloaded.com.au/industry-news/1807/toll-wins-fatigue-monitoring-expansion-in-fwc

The findings ( http://www.austlii.edu.au/cgi-bin/viewdoc/au/cases/cth/FWC/2018/3573.html?context=1;query=truck;mask_path= ) included this

"Dr Dain said “the thermal hazards to the crystalline lens and retina are the appropriate concerns.”[13] On reviewing the relevant data, Dr Dain concluded the “Guardian meets the Exempt category (No-Risk) of AS/NZS IEC 62471:2011 by a substantial margin.”[14] Doctor Dain also said “the Guardian, as described, is suitable for continuous use without risk to health”[15] and he knows “of no reason to be concerned, even at the most remote level, about any affects, adverse or advantageous, from the levels of infrared from the Guardian”[16] irrespective of whether prolonged driving is taking place by day or by night.[17] Doctor Dain reiterated that there “is no possibility for the infrared radiation, which is emitted from the Guardian, to have any adverse effects on a driver’s sight.”[18]"

Dr Dain is (among other roles) Emeritus Professor, School of Optometry and Vision Science at the University of New South Wales.

Any suggestion from SE supporters that their product is 'safer' for this reason is disproven.

Perhaps. And the Chinese are right IMO.

The same problems will arise as before the National Grid was set up for electricity distribution. i.e. there will be no consensus on standards and effort will be wastefully duplicated making the exercise needlessly expensive and less efficient. Having at least six standards organisations is not encouraging! They need a standard standards organisation..

Whilst diversity is fine in the early, development stages, at some point there will need to be agreement on a common implementation approach. In today's world I see that as a bit of a problem.

When AI is applied to human body language the scope must range far beyond vehicle/machine operators.

Have bought a wadge at 8.87.

.. feeds on itself.

Seems like I got in too soon! But it was a modest stake and now I have taken some profits elsewhere and will await events. Quite a large spread 8.70/8.90.

Seeing Machines. The price is bit down but if you like TT it's a pretty interesting outfit.

Funny you should mention that.

I was with Stadium a while back and the sp suddenly plunged (supply problems or summat, nowt wrong the product). About 6 months later (IIRC) Stadium was bought by TT Electronics for c. 40% premium. I did very well and since climbed into TT shares which have since soared.

What's more Jack Boyer recently (July) came on board Seeing Machines as Chairman. He just happens to be not only an expert in the advanced materials and technology sectors but also a non-executive director of TT Electronics.

It's a small world.