Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Sunday chilled messages from Terry and Oldfool, both I find agreeable. My take which feeds in to both. PM is playing a very cute game, taking a very clever tech developed by very intelligent visionary engineers and developing a way to monitise this tech, but, realising the true potential and the market wariness of a closed market, therefore lack of PR. I have no concerns with the value and the eventual share price. My concern is market cycles, will we get to see a decent value before a significant market correction/crash or will I need to hold through a major market draw down. Personally, I want a buy out very soon so I can put the cash in to miners and PMs.
https://www.eetimes.com/seeing-machines-might-be-the-next-arm/
Just to bang on more, think 18 holes in the rain this morning may have made me cantancerous. Why release the whitepaper? Is this a sales pitch? Is it all the target customers are signed up and this is a two fingers to the kings of DMS. Or as I think, SEE are very proud of what they have achieved and would like to explain to people they are at the forefront of AI, not some abstract concept of AI but actually doing it.
Many inciteful posts from yourself Terry, but that is one of my favourites. What makes me smile, is the fact most bang on wanting RNS after RNS announcing to the world what see are doing and what contracts they have won, berating SEE or its brokers for lack of PR. This is not an Aim pump and dump , needing to ramp the price for another fund raise. PM is doing an absolute fantastic job, as I say boiling those frogs OEMs in auto we are told do not want one company to have a monopoly, but SEE are going to end up in that position, patience is needed, dont advertise the fact, keep it on the low down. CES this year is evidence of this. I would be happy with no brokers publishing notes. I am here for SEE to be generating free cashflow in serious numbers or for a major tech firm to understand the real value. Who gives a toss what Cenkos or stefiel has a target price, I have my shares tucked away and can see PM quietly achieving a monopoly, with the potential to surprise with serious consumer product uptake. Though I would like it to happen soon as I di want to buy a shed load more miners .
TLS, thought I would do a bit of ramping, though what are the efficiency savings for a tv in this bs to save Greta a few grams of Carbon and allow Samsung etc to do a bit if virtue signalling. On a large screen allowing variable levels of definition depending on the people watching TVMS, along with elimination of the remote and eye operation interface to access youtube videos.
Buff, Colin has added a link on twitter this am, enjoy the read. ????“DMS: The Experts' View” from @OJOYOSHIDA with white paper “The DMS Embedding Challenge” written by @seeingmachines. The advanced technology described is more what I would expect from a company like @Apple or @Google.
https://t.co/u3xgSgeI79
OF, like yourself and many on here have been through many dark days with this share and have had too much cash tied up in this share for too long. The white paper for me signals that SEE are happy to start advertising the clear technology lead they have in AI eye tracking etc but also the highest ability to implement this into real world cost effective high performance solutions. This in my mind has moved on from DMS now, this is about what other HMI products can this tech/mindset/development procedure be migrated across. What is the value of this tech to Google / MSoft / Amazon / Intel etc etc.
Oldfool, been bidding my time till CES announcements. After the white paper released yesterday my proposed prediction has increased somewhat. How can SEE not be at the top of the shopping list for a few major tech players, any company serious about the AI space would see a massive value in the tech and also the brains behind it. The white paper is absolutely brilliant, better than any RNS that's been released regarding contract wins, it just shows how SEE are the experts and the only real option for DMS. 125p taken over 2022.
What a read. Page 26 first paragraph 'We leave it to the reader to imagine the possibilities' this is relating to the Occula NPU design and DMS stack and as stated 'performance advantages to a far wider range of products' . Some very very clever engineers bearing away in Cambera.
Just aadded my vote, but it's not really a contest you want to win. There are a shed load of dogs on there that are just Bulliton board favourites which will never make any money and just keep ****ing away share holder capital, come on Powerhouse energy, open orphan etc these are just dogs.
Just seen the news, very sensible management, also, not much of an incentive for a 100% return, only an incentive if the share prices rises 5x to 10x. Some of these employees will be get head hunted and offered big sums. But, if you are on the inside and know the true value and expansion of contracts and the future value of the shares then you not going to throw this opportunity away. Very positive move and strong management.
SEE through some very clever visuanories, initial development by KK and then world domination by PM are becoming the operating system of automotive vehicles for the next decade. We have stumbled on it and have a various number of the golden tickets.