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Best RNS in a long time.
I wonder if this RNS was released to kick off the start of a domino effect?
The RNS is unbelievable – game changer to say the least BUT did it need to be released to the public (no value attached)? The movers and shakers in the OEM space would already know about (Occula) one would assume. Unlike SEE to release any news that they don’t necessarily need to.
I hope I am right. Top up time
The comments are true. The share has been very frustrating. Although, most shares are.
I think most timescales that people keep alluding to have been fabricated in this forum. It has been said for over 2 years by seeing machines that most OEM profits will come between 21-24. We ain’t even in 2021 yet so hold your horses.
What I’m mythed about is smokey keeps saying there are so many bargains out there but you still keep coming back to this forum......
Buy and hold. Everyone will be rewarded in the end.
Your guess is as good as mine BB
One thing that does stand out is the calibre of names we are talking about here compared to our competitors.
This is just a taste of what is to come in the future.
We might find ourselves in a bidding war between Xilinix/Qualcomm/Bosch/Continental/Veoneer........
Who knows. Your guess is as good as mine
This bit caught my attention:
The units which are keeping an eye on eye movements are now fitted in all of the company owned trucks, but Hi-Trans are now considering including Seeing Machines in the discussions with the operation’s contract fleet. It could well become a standard piece of kit that contractors are required to fit.
“Either of two things can happen,” says Tony. “With the individual owner driver, we would monitor them as though they were an employee. The fleet operators would be able to monitor their own fleets, but as part of the arrangement, they would report back about their own proactive steps.”
https://www.cnbc.com/2020/02/05/gm-expanding-super-cruise-driver-assist-system-to-22-vehicles-by-2022.html
https://www.cnet.com/roadshow/news/gm-super-cruise-tech-cars-features-update/
GM Expanding Super Cruise Availability To 22 Vehicles By 2023
GM Super Cruise tech heading to 7 more cars next year
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Why does SEE not let the market know via RNS? Another million-dollar question!
We know a company that would.
SEE's contract with GM is comparable to SEYE's biggest contract (based on models. Which is what SEYE & Viktor use as a metric)!
One thing Viktor doesn’t mention is that FOVIO (DMS) is being used in real-world all-day scenarios.
https://www.carscoops.com/2020/08/chevrolet-teases-2022-bolt-euv-and-ev-confirms-super-cruise-for-electric-suv/
Looks like GM is happy to expand SC into other brands under its umbrella. Chevy Bolt will be the first Chevy to have SC.
Great news.
Initial contract value has changed for sure.
Hahaha - I hope you are right!
Guardian install counter on LATAM website.
Installed: 2,345
https://guardianlatam.com/
Looks like they could be the first OEM win in Japan.
Great research from everyone as usual. This article is just astonishing:
https://www.eetimes.com/subaru-replaces-asics-with-xilinx-fpga-for-latest-vision-based-adas/
50% market share.....................
https://www.linkedin.com/in/tomosugi-shinichiro-226697148/
What do Seeing Machines talk about in the interviews/chats to be able to attract these impressive people.
Look at the start date as well: March 2020
Location: Japan
I am trying to get Alex to invite Dr Lenne to speak about HF....
The perspective of that visual is insane. Great find SEE.
ISB1974 - have you been living under a rock?
The reason is called COVID-19.
My crystal ball reckons SEE will be 20-25p in 2-3 years.
Can someone else’s crystal ball check which crystal ball is right.
If, my crystal is found out to be wrong, I want another crystal ball to challenge the other crystal ball.
Oh wait… Sorry its not a crystal ball it’s a shiny chicken egg
Good Find TLS.
All upside.
Over the air updates?