Member Info for chris100

Yes it's good, but it sounds like a tough market out there now for the German OEMs. Don't know what volumes are like, but hopefully reasonably good.

I saw it the other day and nearly posed it, thinking it was for Europe. But, if you look at 2:11, it's the Tiguan Pro, which I believe is a model for China (similar to Passat Pro).

The guy who posted that vid seems to be a channel from India, pretty sure that's not a model for Europe (?) and certainly not for USA.

It's clearly there in that video I posted . I am however assuming that this model is for Europe and by extension for us in UK.

At 28:39

https://www.youtube.com/watch?v=JrcltODazDg

It's in the Tayron alright, you only have to look for videos that have appeared on youtube over the last few days.

Just a shame it's not been rolled out yet in to other European VW models, the DMS camera in the Passat Pro, Tiguan Pro etc are models for the chinese market.

Pretty sure the CFO has a longer investment horizon than most PIs on this board.

The strong positive is the balance sheet. Also, July 2026 is not a million miles away I guess!

I think we're doing quite well across BMW inparticular, Ford (675,000 enabled BC cars) and GM (360,000 enabled SC cars) are steady I think.

Just not sure about VW. Thought we would have faster growth here. Which European models are we in here, aside from the VW Tayron? The Cupra Terramar I guess.

I think the VW ID1, Passat Pro and possibly the Tiguan, which our tech has been sighted in, are all models for China. Might be wrong on the Tiguan. All positive, as China is a big market. I had just hoped there would be more inroads made in to Europe at this stage, given mention of mass production starting early 2024, but I get that what the auto makers decide to do is up to them. 2026 is not so far off now anyway.

Am hopeful we'll get decent feed in to the numbers from both BMW and Ford. I think surely 60% or so of new BMWs have our tech, looking at more recent vids. I've also seen our tech in some of the 2025 Ram and merc brands. Not forgetting GM and whoever our new, recently started oem is. Just thought VW would be more up to speed, not seen any signs lately in that mirror location, for all the talk of 'mass production starting in 2024'. I fear that was hyperbole.

Run rate for auto is 400,000 a quarter so not sure why we're being compared to SEYE and the johnny come lately lot, who don't come close to that. This should continue to speed up. Perhaps not for the imminent KPIs, which slowed down this time last year (VW industrial action also to factor in), but certainly as the year progresses.

I'd like to see a full listing here on the UK Stock Exchange personally.

Yes, I hope management are looking at moving us to a main market listing.

Will be interesting to see how this all pans out. Doing a walk here in the NW of England the other day, and driving past a row of terrace cottages in a rural area, with cars parked bumper to bumper at the side of the road, we questioned how these people could charge an electric vehicle at their property.

My own car is 20 years old. I haven't a clue what to buy, when the decision comes to replace it.

I always thought it would be Denso we would collaborate with in Japan. Does sound great if Mitsubishi can help us penetrate the various transport sectors more effectively, especially in Japan. The potential for a move in to other verticals also sounds interesting, but we thought that might happen 10 years ago (for mobile phones).

Will be interesting to hear if we will collaborate with Samsung at CES 25.

The Cupra Tavascan apparently!

https://uk.motor1.com/news/723936/volkswagen-id-unyx-china/

Looks to be for chinese market. Otherwise known as the Cupra (terramar ?), yet has VW badges on? Our DMS in Magna mirror at 16:16

https://www.youtube.com/watch?v=UJU3RPCzEFA

Great to see Ken's post in relation to the HUD that SM were working on with Samsung, back in 2016. It is very promising, I thought the connection with Samsung has gone cold. At one point we all thought SEE might penetrate the market for both mobile phones and TV sets, but the company has been focused exclusively on the various transport sectors for a number of years now (as far as I know!)

*Elon that is tweeting

Be interesting to see how Tesla get on with their own DMS, when points are awarded in Jan 2026. He was tweeting just the other day, '99% of cars will be electric and autonomous in the future'. When exactly, it doesn't look like any time in the foreseeable. GM have clearly thrown in the towel there as regards full autonomy, at least for now.

NIO here at 4:18. I'm thinking that may not be ours, but who knows.

https://www.youtube.com/watch?v=ia_KL7kluok

Seize - I'm not sure tbh, as regards the 2 dot illumination. NIO cars have a DMS (see utube), with 2 flashing dots, but not sure if it's ours? I know safestocks thought so in Jan 2021, as they're signed up with qualcomm

The Merc Maybach must be ours, as I see that it comes under mercedes S class category - I should have known that, duh!