Safestocks q and a16 Oct 2018 21:15
Chris, just wondering if you could answer a few questions for me.
1. With FCA going with Aptive instead of Veoneer, do you think this puts Smart Eye in pole position to get this contract, I guess this is why Victor thinks it is.
2. Colin has said that GM are moving over to Aptive where does this leave Seeing M, all reports I’ve read about Supercruise have been very good, so I would be surprised if we didn’t get future design wins.
3. Smart Eye have won 5 more design wins with a German OEM, could you make a guess at which one it may be.
Chris, thanks, keep up the good work, it’s great reading something positive, especially when the SP is where it is.
Great questions posed to Safestocks. Their reply is stated below.
Hi Don,
Re.your questions:
1) Has it been announced that FCA is going with Aptiv? That is news to me. I’m pretty confident Fovio will be the DMS chosen. Why would FCA go for an inferior DMS to Ford?
2) I’d be shocked if Seeing Machines don’t get lots more GM models given the success of Supercruise.
3) Smarteye won some first generation DMS with BMW and Audi while Seeing Machines was tied to Takata, since then Seeing Machines has been pretty dominant and seems to win all the OEMs it wants. Seeing Machines won BMW and Mercedes from 2020 onwards.
In my opinion SEE is very undervalued. When Toyota and FCA are announced as wins I’m confident the price will rise significantly.
Nevertheless, regardless of what any ‘expert’ tells you (and journalists like me!) always do your own research and remain sceptical.