Member Info for Escovido

we have the AGM a week on Weds. Would hope for some flesh on the bones of BDMS and a strategy for Fleet, not to mention updates on aviation and rail. Chins up!

Isn't it just!!?
I don't think any other 'third party' offers monitoring in real time.

We have closed just above the downtrend resistance I have plotted on my chart (5.92). Along with MACD switching to the upside it bodes well for next week.

Good call JB. How come SM donlt release these???
RNS Number : 0373Y
Seeing Machines Limited
16 August 2018
Â

16 August 2018Â

Holdings in Company

Â

Seeing Machines Limited (AIM: SEE, "Seeing Machines", the "Group"), the advanced computer vision technology company that designs AI powered operator monitoring systems to improve transport safety was informed that on 14 August 2018, Miton Group PLC sold ordinary shares in the Group resulting in a holding of 105,939,298 ordinary shares in the Company representing 4.73 percent of the Group's total voting rights.

those round-number sells have stopped for the time being.

Mike Lenne's answer to that concern:
Lenné: We are delighted with this win on a couple of levels. Firstly, it’s with a major US OEM. The model(s) that will be included in the contract are high volume and this is really indicative of the focus on safety as autonomous technology advances, but also helps set Seeing Machines apart as the global leader.

This affirms that we are not just focused on the premium car, but are able to design solutions for a very broad segment of the market. Secondly, this program will be deployed via the Seeing Machines FOVIO Chip. This technology development represents significant opportunity for Seeing Machines, as well as all of the transport sectors we work with.

Unfortunately, we seem to have a big seller, maybe Amati, that dump every time there's any demand. Nice 375,269 buy earlier immediately triggering 400k sales in 100/200 chunks. Same as last year Aug through to November when the fund got bought and had to sell out. It's very frustrating but on the upside, look what happened when they finished.

It can only be a matter of time. I was in 4 years or more too early but this is going to be huge!

DMA from 2:10. Looks familiar but no visible branding.
https://www.youtube.com/watch?v=WBLGSTSL23s

According to Semicast they are evaluating:

Best guess six T1s evaluating @seeingmachines Fovio DMS: Aptiv, Denso, Hyundai Mobis, Valeo, Visteon, ZF. Each month means more data gathered by Guardian (>100m kms/mo ?) = more training & refinement for SM DMS algos. Delays & longer evals. by OEMs/T1s thus seems to favor SM.

A couple more tweets strait after the one Redindi posted yesterday.

Semicast Research
‏ @semicast_res

Est. auto camera DMS DW count by OEM: total (in 2018)
@seeingmachines 5 (2)
@SmartEyeAB 4 (1)
Nvidia* (DMS on GPU) 1 (1)

2018 been quiet yr. OEMs/T1s engaged in DMS evals for EuroNCAP (2022).

*Where the OEM chooses Nvidia, v. unlikely to be other T2 win for the DMS (SM/SE).

He then discusses SE wins with Viktor,:
Thanks. Audi, BMW & ??? Will need a link to confirm that. I class VAG as one OEM by the way. Also the graph on p.7 of your new note implies a SE market share of about 10pc in DMS in 2021. In a "two company race" are you thus implying SM is on for up to a 90pc share in 2021??

and then gets his teeth into Nvidia offering:
Nvidia 100-300W (approx). They often state "1W / TOP" trillion ops. per second Xilinx Zynq 7000 FPGA 5W Mobileye EyeQ4 5W (EyeQ3 2.5W) You've hit on the issue. No PR can get around this central problem: Too much power = too much heat = too much thermal expansion problem.

has been damaged. A good, clear and detailed update would go along way to restoring it.

Thanks Lewbo. Having never owned a new car, my brand awareness is poor and almost non-existent when it comes to China.

but he is not so confident about Volvo...

still claiming Geely, which I thought was the China win for SEE? If not, then who?

is pathetic. Doesn't even make sense in view of the contracts we have already, let alone the ones we expect. Circa 130 mill at mo.

I thought I remembered you being outed as a SmartEye aficionado by, of all people, Alex 8.
I think you misread teh tweet:
Key pairing looks to be Intel/Mbly EyeQ3 w/ Fovio from @seeingmachines

Yes Steve, it appears they may have that crumb from our well spread table.

Semicast Research
‏ @semicast_res
4h4 hours ago

WW auto camera DMS market final f'cast:
2017: ~0.3MU
2025: almost 70MU
Mass mkt trend is ADAS (L2&3) with DMS, not AD (L4&5)
Key pairing looks to be Intel/Mbly EyeQ3 w/ Fovio from @seeingmachines
Also @SmartEyeAB key DMS T2
Nvidia has won Volvo & looks to have its DMS IP on GPU

is top notch guys. Thanks for all the posts today and yesterday.