Member Info for Escovido

I'm guessing it's built but they are awaiting regulatory approval.
AS Phil points out:
".......The Agreement positions Seeing Machines to work closely with Collins to jointly market co-developed solutions...."

They are talking about jointly marketing, rather than to cooperate to develop, the emphasis seems to be to "jointly market", you can only talk about marketing if you already have something to market.

Its mahooooosive!

When they start knocking this, which is harder and harder as we get enbedded in more chips, it means they are buying, just like Toronado did. He even references it obliquely.

I almost couldn't be bothered replying, it's such a lazy bit of share bashing but:
Global Framework Agreement with Shell
Seeing Machines unveils its Occula® NPU (embedded by
Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Company"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, announces that EROAD Limited ("EROAD") will integrate Seeing Machines' Guardian technology into its fleet management software to help combat driver fatigue and make roads safer.
9th Jun 2021 7:00 am RNS SEE and CAE to deliver Crew Training System
27th Jan 2021 7:00 am RNS Qualcomm and Seeing Machines collaboration

This is just a few of teh many positive news RNS we have had. Others include various design wins etc etc.
Talking rubbish CFP.

Meanwhile Cenkos attribute zero value to our, profit making, after market solution.

That's more about Honda and Nissan making them in EU instead than any chip shortage. However for our purposes, as long as they are being made somewhere a lot of them are going to contain SEE products.

It depends on what the tier one contract entails SB. If they are providing the full self driving software and other stuff, as a percentage our cut will be smaller but still consistent with direct supply IMO. Either way it's either a chip or, most likely, software only from us. Too many variables, even in our offerings - Occupant monitoring? Intoxication detection? HUD accuracy?
You get my drift. I don't think you can get a meaningful number with what we know.

The part that relates to SEE is if US, as expected, make DMS mandatory. USA very concerned about intoxicated driving so that's the main driver. The side issue is that Tesla are endangering people with dogy marketing and , for some reason, refuse to put proper DMS in their cars. Personally, I donlt care much about Telsa. Much more interested in VW and Honda etc etc.

Flipping tinfoil hat club on here today!

How the mighty have fallen. From champion share basher to Elon fanboy

What an odd SP reaction to such potentially positive news for SEE. I expect it will be blue at finish and this is a fishing trip.

Que sera sera etc but I seem to recall GM SC announcement RNS did wonders for the SP. I think people don't believe it till it's in B & W and official.

Let's see what happens when ford, BMW etc etc are officially announced.

https://electrek.co/2021/10/18/first-mustang-mach-e-models-built-in-china-roll-off-assembly-line/

From that update:
Financial highlights for FY2021
· Reported Revenue for FY2021 is expected to be A$47.3m, representing an 18% increase on the previous period and in line with market consensus
· Underlying revenue has grown 30% on the previous period when using constant currency*
· Cash at 30 June 2021 is expected to be A$47.7m, 24% ahead of market consensus

'in line with Aug 4th trading update'

aaaaand they're off. Mr. 333 is around too.

Do ARM get mentioned when Apple users win awards?

& Europes largest container port nearby.

Nm