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Going on a rant. Seeing Machines website needs to be updated with the latest headlines. I think the websites look and feel no longer does the company justice.
I hope the Guardian figures have increased by a significant number come the trading update. That would be the icing on the cake.
Guardian is the part of the business which doesn't have much hype due to the small contract values compared to auto & aviation but it shouldn't be underestimated. The re-occurring revenue that is generated is key for R&D and overall business running costs.
My hypothesis is that Guardian could be sold in the future to someone like Autosense or Mix Telematics allowing SEE to focus on being a software company.
Not the sort of upgrade I was anticipating. Although, this in turn allows us to buy in at a reasonable price.
Qualcomm have come out and said 20 OEMs have signed up for SnapDragon. From the videos being posted the DMS supplier can only be SEE. Just wait until the RNS deals start landing one after the other.
The risk of investing in Seeing Machines is almost zero. Qualcomm will not allow Seeing Machines to fall apart without throwing in an offer. Worst case scenario but for me that doesn't seem to bad even if it was the worst outcome.
Don't forget Guardian is still being fitted around the world.
I dont know where to look after this announcement.......... I can't even name 20 automakers.
The automotive world has been conquered if we are to believe SEE is the sole DMS provider for the SnapDragon platform.
Next.
(Aviation would be the obvious choice because of the global situation with pilot re-training/shortages)
We know Qualcomm has invited Veoneer to present on stage. Would be cool if someone from SEE got some stage time too..
Jesus christ this board has gone bananas lately. Emotions are running high lately.....
The share price is doing awesome. If you want out then now is your chance.
Don’t let the door hit ya where the good Lord split ya on your way out
https://youtu.be/c4n5iPqxpaw
Ford Mach E with DMS from Seeing Machines.
https://youtu.be/fzD6S1dMhrw
You can see the IR lights in the video. Hands free driving 9mins in
New Investors would benefit from the following:
Look at Lewbo's chart
Read Colin's articles on EE times
Read the RNS releases
Find out about DMS and OMS
Look at the Seeing Machines website (specifically the amount of naturalistic data from KMs travelled)
Look up Smarteye, Eyesight and Fotonation (get perspective from the competition)
People of interest with expert opinions in the field (Alex Roy and the party at autonocast, Colin Barnden, Missy Cummings, and Michael Dekort)
Over 23,000 connected vehicles with Guardian around the globe including Chevron, FirstGroup, and CAT
License agreements with Qualcomm & OmniVision (still one more to be announced based on the MOU last year)
Agreement with Xilinx for the chip manufacture
Seeing Machines is Veoneer’s darling for DMS
License agreement with CAT
Aviation deals with Emirates, Qantas, RAAF, and Toll
Deals in automotive with Merc, Ford, GM, Byton, FCA, BMW, and waiting for Honda (my opinion only)
This is only a snippet of the whole story. It’s a long road but that’s fine because you can take your hands of the wheel and relax but remember to keep your eyes focused on the road or FOVIO will catch you out.
Cheers, I have also messaged Colin if he has another method
Na, I am getting no email at all or link...
twats - im selling all my shares
Why wont the Xilinx event send me the god damn verification email so i can watch the event!!
Qualcomm’s virtual reality design kit (VRDK) was developed to provide a foundation for consumer electronics manufacturers so they could create VR headsets based on Qualcomm’s Snapdragon VR hardware.
Qualcomm is using Omnivision as well as Seeing Machines for the Snapdragon Platform.
That's chicken change. Need a lot more green queens for the mighty Seeing Machines.
one more RNS containing a value will break the 15p barrier.
P.S. - I am still trying to get my head around the huge potential of the Omnivision licensing agreement....
Omnivision is primarily focused on mobile phones, webcams, notebooks, surveillance and medical equipment. Will this agreement speed up market penetration for Seeing Machines in different fields?? That's the big question.
Well done all. It has been one hell of a journey! (still isn't over)
I will be top slicing this time around because of the trauma I experienced in the 2018 rise! Although, I am waiting till this week ends. You can't do mad sh*t with this share during the week of CES.
Volume like this during CES just a coincidence? Nah....
Exciting times.
Hopefully we get a very nice positive reaction from the share price tomorrow!
Are people expecting any news from this years CES and if so what. We know last year was a success, followed by a stream of RNS news
No clear connection as far as we know but if we are to believe in Colin's hypothesis then maybe .
This year a lot of cards are going to be on the table and I think we will finally know where seeing machines stands in the DMS landscape. SEE are always referred as leaders in the field but until we get the contracts signed its all a guessing game.