Member Info for Escovido

Just to point out you are happily continuing his thread title.

Just saying.

Key for me is these larger G3 deals coming through. Good to see them referenced in Pro active interview as 'delayed but coming in June'.

We're already generating profit so that and sorting the terms for the Magna loan will do wonders as the icing on the cake.

Well, the regulatory tailwind remains in that OEM's are still required to fit DMS but we'd be looking to the States for any further increase in the reg tailwind.

Aaron. Seems you might have missed this announcement from Colin, as I did.

"Very big development in the automotive #driver #monitoring #systems market. Here is the 2026 Kia #EV2 showing integrated #DMS behind the glass in the rear-view mirror. It is clearly a Gentex Corporation mirror, so that means Magna International and Gentex are in production with mirror-based solutions in Europe, and Valeo is in production with an IR optical module integrated into the mirror chin. Based on the emitter patterns shown, two banks of four LEDs implies the functionality is whole cabin monitoring covering both the driver and occupants, and is clearly intended for #NCAP26 points scoring. Hyundai/Kia was thought to be a clean sweep for Smart Eye, but it is impossible to know if the DMS algorithm developer shown here is actually emotion3D, Smart Eye, Tobii #Autosense, or if this is the first volume production model instead for GTI. It cannot be Seeing Machines, since the exclusivity period with Magna for the rear-view mirror only ended in June last year, so the timings do not align."

Thanks. I had missed this development. Nevertheless, that's Magna Mirror with SEE sw in the Skodas. I guess Gentex are paying Magna for their patent.

https://www.linkedin.com/posts/colin-barnden_driver-monitoring-systems-activity-7419356049759121408--kZU

Short answer: Yes, it's SEE software in the Magna mirror which is in all VW group vehicles for Europe, with the exception of a few Audi models, apparently.

Longer answer: If you open the one video and look from around 5 mins in , you can see 2 faint pink LED's in the mirror itself. This is the key indicator as SEYE/Gentex LEDs are mounted under the mirror in a small pod. Only Magna/SEE is behind the glass.

https://www.skoda-storyboard.com/en/press-releases/skodas-electric-bestsellers-elroq-and-enyaq-receive-model-year-updates/

Agree that looks like DMS on the steering column and OMS in the roof nacelle on the VW. SIngle, larger LED could be the Renault /Stellantis style single LED system we saw on the door pillar, moved to the pod.

Magna mirror clearly visible in video. This will hit the summer KPI's with a bang!

https://www.volkswagen-newsroom.com/en/the-all-new-electric-id-polo-world-premiere-20343

I have to agree that article is nonsense.

I just looked and it literally is those 2 lines referencing 'contracts' but does not state if they are sales, procurement or any details re no of models etc.. Just not enough to go on.

Agreed but aren't these wins in an 'end of year' roundup , rather than a standalone announcement, suggesting they may have been awarded some months ago?

They will have done, you just need to go digging in SEYE RNS's.

I believe there was a separate buying of stock as well as the Convertible Loan. Just a plain investment. Don't have time to look for the RNS right now.

The contracts for production in this year and the next were awarded 2 years ago or more. They have not yet been superseded. Incumbency, dear chap!

For the first time since Jan.

It's the usual W er with a new email and profile. Got some deep issues with SEE and PM in particular. Prob a disgruntled ex employee. Just pop him on your ignore list. You won't learn anything from him and he makes a lot of stuff up so...

They gave up the seat on the board some time ago. I think when Mitsu bought some of their holding. The likelihood is it's because of redemptions from the fund.

LED's behind the glass. It's definitely the Magna mirror feat. SEE.

True. How fortunate SEE is now cash generative, as of this quarter.

Do fries go with that spam?