Member Info for chris100

Nice find - has to be the magna mirror surely.

Https://www.youtube.com/watch?v=xlc8EOtxKm8

Https://www.youtube.com/watch?v=1Pm-7wh5Z40

Problem may be a some of the oems are dragging their heels here and are sticking with the steering wheel based 'Attention Monitor' for the next year or two. See the 2025 Mercedes-Benz Tourismo Safety Coach that has appeared on youtube within the last couple of days, as an example.

It's disappointing and I'd have hoped real DMS would have been deployed more quickly. At least BMW is ramping up and I surmise we will see the magna mirror in some VW models next year. Again, I do wonder if there has been some kind of delay there, but that's just my opinion.

Where's the magna mirror gone - it's proving as elusive as rocking horse sh*t. I find it hard to believe this went in to production in March.

Https://www.youtube.com/watch?v=aQBe10S_aXo

An increase on the last quarter and ok I think. I guess I was hoping for 400,000 this last quarter, but we're not far off that. I surmise this total is largely BMW and Ford cars. My thinking was that a 400,000 plus figure would include VW (with magna mirror), but that has gone quiet and I wonder if that production has even started.

Might get a 1,000 buses or so here.

https://www.thisismoney.co.uk/money/markets/article-13353111/How-London-busmaker-Wrightbus-creating-thousands-future-proof-jobs-former-cigarette-factory.html

Pretty sure this isn't SM, but have SEE won Subaru going forward?

This guy winging about the DMS at 24.20

https://www.youtube.com/watch?v=C-SAX1q2zNk

There may be some confusion in what I stated. But when I looked at safestocks site a couple of weeks ago, Peel Hunt had revised forecasts saying 'Greater demand for low-priced ‘basic’ DMS and the delay in getting its Gen 3 aftermarket product ready to ship, mean FY24 margins are lower than expected'.

Does 'basic' DMS infer 'steering wheel DMS', or a reduced feature set head/eye tracking DMS . Either way, forecasts for auto, from this broker, are reduced in the near term.

I wonder if there has been delays in getting this DMS mirror tech in, Colin mentioned VW and CARIAD having software problems.

Also, the recently revised, lowering of the auto forecasts came as a bit of surprise. If magna mirror had started production in march, surely there would be some sight of it now?

Always feel like we're the last to know here, I have that great del amitri track going off in my head again!

Link not working for some reason. Vid can be found on utube under 'munro live', posted 2 days ago.

thought this vid interesting, certainly the segment for bluecruise. ford want the software and hardware to be ****genous for bluecruise, it will surely be difficult to remove sm from this ecosystem then i guess.

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

I'm struggling to get excited. Checking the euroncap reviews over the last 7 days on utube, the VW/Skoda brands rated are equipped with DMS and/or child detection systems that show as 'indirect', when you download the PDF report.

Let's hope the Golf and some other models show up with our DMS, in forthcoming assessments.

Last KPI's were v good, just wondering if we're getting a contribution from VW at the moment? All v strange.

Has our DMS gone in to some VW cars, as we were expecting? Weird that there still seems to be no sign of it.

Also Struggling to understand why our competitor has a higher market cap than ours.

Good RNS I think, both Magna & Valeo have DMS in mass production as of now.

I thought Toyota were using an in house DMS? If it is smarteye, and who really knows, could they be providing DMS for the new Lexus?

https://www.youtube.com/watch?v=Ofb5CggUag8

Nothing new I guess. I recall Colin saying BMW working with valeo.

As stated on Valeo's website. I wonder who the customer is here.

https://www.valeo.com/en/interior-cocoon/

Correction to make on my earlier comment about shares in issue at Nov 2013. A fund raise was conducted in Dec 2013, followed by an Australian/overseas offer early 2014. Total number of shares at Feb 14 was about 822,000.

It's been a long 10+ years!

it was the **** up on guardian gen 2 that has caused a lot of the drag here. hefty dilution as a consequence, at a pittance.

maybe the fact that it's the introduction of a new version of guardian again, this time gen 3, that has rattled some people. at least volumes going forward should not be a problem now, with approaching regulatory tail winds.