Member Info for chris100

If we we get Ford,audi,volvo,toyota etc I think safestocks will have been vindicated. Even if his numbers look ambitious. Beats me why we don't have a higher rating,this is a real business doing something meaningful, not some crappy gambling company that the AIM market seems to have a boner for.

If up take of DMS is recommended starting in 2020 (possibly mandated for 2025 ?), perhaps auto volume projections for SEE DMS will be revised to the upside from 2020/2021? The value ascribed to the BMW contract could then be much closer to that estimated by mr safestocks, rather than the conservative estimate provided by the company.

Mandatory DMS sounds like a stretch in my view,at least for 2020, and Euro NCAP have cited a 2025 road map for primary safety technologies of which DMS is one. The article linking to mr safestocks site recommened mandatory AEB from 2020, while with regard to fatigue & distraction monitoring, it was 'recommended' that this be coupled with AEB. It makes sense, we know Tier 1s are integrating this tech and that DMS improves the workings of other ADAS solutions. But, how long all this will take to introduce is anyones guess and so I'm cautious as to when this will realistically happen.

I don't pretend to know if DMS will be mandated,but it's take up should surely be encouraged in order for a car to attain a max safety rating. Imagine the synergistic benefits of combining with mobileye etc and AEB, you would surely have an 'intelligent' car that would prevent many accidents from happening.

We'll have to wait and see. I recall Nick D making mention of the possibility of a driver taking a nap in a future semi autonomous car (I assume level 4 autonomy/ 'mind off'), but wonder how realistic a scenario that is.

I've posted this link before, but the thinking for level 3 autonomy is that the driver needn't even have their eyes on the road. So this guy is apparently uninformed. https://www.daimler.com/innovation/case/autonomous/interview-hafner-2.html

Francois, I have sent you a copy.

Being positive,surely Miton increasing is very welcome. I feared last year that Gervais Williams may have been reducing here (it was of couse HH) and I had a bit of a dig at him,as unlike in the past he was not mentioning us when discussing shares. Having him on board is a big endorsement and bodes well for the longer haul.

As brian clough used to enquire, is that the royal 'we'?:)

It's the small cap punditeratti that grate me, who are always so negative. One particular website couldn't even get the name of our fleet product right at the last interims,calling it 'geotab'. I gave up on reading the review there and then. I also stopped reading the column in question. It beats me why so many PIs pay lip service to these chumps. All that said, it's up to the company to start hitting these targets over the coming months. Under promise and over deliver ideally. It's clear that SEE have fantastic IP and a fine business is starting to emerge.Patience as ever is required.

I know that these have been touted as a potential customer, but this is the first time I have seen reference to them utilising cameras that specifically deploy infra red eye (previously saw mention of 'facial recognition') for tracking head & eye movement. V promising. https://www.seattletimes.com/business/carmakers-struggle-to-keep-drivers-of-automated-cars-engaged/

Some still don't understand this company. We're not helped by 'experts' at the motley fool and small cap value report either. They never have anything good to say and put doubt in peoples minds. So i'm not surprised some people have an aversion to buying shares.

Could SEE be working with these? https://www.just-auto.com/news/hyundai-mobis-to-test-semi-autonomous-car-in-us_id182222.aspx

Maybe an opportunity to sign up some customers with teletrac navman. Is that a new telematics partner perhaps?

The whole stock market is crap - it has been since the turn of the year. On FTSE 100, 100 day ma has now fallen below the 200 day ma. Perhaps the 'sell in May' axiom will apply this year for traders. Maybe things get better later in the year, is my thought. Unless we get some significant news in the interim (I thought we'd hear about news on at least an additional OEM to be honest). I'm determined to stay here until at least 2020 at any rate, so will just place this back in the bottom drawer.

That incident further demonstrates the need for Guardian being installed in coaches.

Thanks for that link, russell747.

If one day we can pay a 5p dividend, maybe we''ll be about half way to reaching the valuation that ARM eventually had - �24 billion! Here's hoping.

Such chunky dividends sound desirable, but are perhaps unrealistic for a leading edge tech co that will surely continue to invest heavily in R&D. I never bought ARM shares, but I did have them on my watch list and was struck by the yield being a bit paltry - about 0.55% I think.

The co posted revenues of Aus $13.5 million last year and for FY18 is forecast to post revenues of Aus $38-43 million. Hardly a business in decline. Sure, the SP is pants but keep your eye on the bigger picture. Volumes will increase with news flow, but because we're on AIM and can't attract tracker funds etc, unfortunately liquidity sometimes dries up.