Member Info for Escovido

You won't see fully driverless cars on London roads for decades to come. They need nice clear signage, no quirks. Happiest on big wide roads which are in short supply in London.

The 35% was a prediction for future RFQ's. The current round they have 50% which will go for the next 6-12 months.

remember that each additional feature an OEM requests adds to the unit cost.

I've corrected this. You really should know by now that SEE are a T2 and happy to be so. Tobii and SEYE have taken contracts as T1's and it will likely lead them into a world of pain as they are then responsible for the getting the whole ecosystem sorted.

My tuppence worth? It's not an LED pattern I've seem SEE use before. All leading DMS providers use NIR LED's. This plus the lack of an RNS eads me to call, not SEE. (Yet)

Steve. My understanding is that your beloved Smarteye keep announcing 'design wins' that completely fail to reach SOP (that bit doesn't get announced, of course).

And even then they would need occupant monitoring at the very least.

The only way they get rid of it is for the OEM's to assume responsibility as the driver, including liability for accidents and that is not going to happen for a very long time.

Do we know who does Mazda?

Definite!

I don't know if they use the same pod for SEYE SW or not. All I'm saying is, like most of these, it's hard to say anything definate.

I think the lights on the steering wheel are GM's and would be there whichever of the dual-sourced software is in use.

Nice find Mike!

You couldn't buy at 1.7 even then. This was the only time I ever got the bottom. I checked and it was the cheapest buy of the dip though some selling below 1.7.

07 Apr 2025 BUY SEE LSE 27,598 1.79p £500.11

I think we might get a good old FOMO Friday. Not often we get a Friday RNS and those big ones could drop anytime. (Hope I haven't jinxed it!)

To find reasons why this is the wrong type of commercial contract. It will be followed by many more as the pipeline is now unblocked. Looks like this RNS caught them with their pants down and they are scrabbling to get back in.

Paul told us yesterday that they have contracts at final commercial negotiation stage so I doubt they are able to buy.

ISB buying on this news I see. ;)

At least he understands the TAM.

Go back and re-read it, there's a good chap. TAM is huge, as you well know and we are aiming for a small %age of it with a premium product. I would hazard a guess that your beloved SEYE will be in more trucks but not make anything like as much money.

The beauty here is in the recurring revenue from monitoring, which is popular with the bus companies.

Steve is using the pittance that SEYE get for his calculations :)

No good having volume unless it shows a profit!