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Oh the irony!
'such as blind spot information'

Fleet manuf. probs meaning margin eroded by higher component cost, resulting bottom line reductions, followed by some ill-timed reigning in of targets and forecasts. Unfortunately we are fully aware of the reasons. I personally think it's a huge overreaction in SP but that is probably to be expected in the current risk off climate.

Yes, great find seeing! This is the kind of language I wanted to hear from the company:
“We are pretty much engaged with all the OEMs and tier ones
around the world right now,” said Kevin Tanaka, Seeing Machines’ senior
director of marketing for automotive.

Que?

In response to this one from Oct 7th?

Consider...Denso abandons DN-DSM for trucks to license manufacture of best-in-class Guardian from @seeingmachines. Exits relationship with FotoNation & signs non-compete agreement with SM for DMS, this clears Toyota to appoint Denso/SM to supply Fovio DMS for all cars & pickups.

So you still feel they are engineering a deal which suits them but not necessarily best for us? Otherwise why make it appear so rubbish? S2020 critiqued the Cenkos forecasts very convincingly.

Just trying to make sense of the clues . Failed on that but interested to note that VIS SP has fallen by circa 50% this year.

Is google picking up on this one:
16:37:07 6.6000 100,000 O 5.8000 5.9000 Buy 2,489,643 3,220,191

Moneyam has not used for closing price, which it would normally do so I am assuming it's late reported from yesterday's close. If it isn't, someone paid a lot more than closing price!

Not quite yachty. They have to announce significant contracts, they just withhold the name of the OEM. It is always possible to narrow it down and usually to identify which it is from the info provided.

Checked on return and P3 and 4 both state 'over 10,000' but p5 just says '10.000 currently connected'

I can't access the PDF on my phone but as I recall it did say more than 10K.Even so if it is 13 or 20 k why not damn well so so?

That is probably what they mean Seeing, if only they made that clear.
Of the 4 'floaters' on the right of main text
3
automotive OEM program
design awards

Over 10,000
connected
Guardian units
worldwide

FOVIO Chip
to deliver
automotive DMS
on US OEM
program

A$30.7
million
revenue

1.3 billion
kilometres of
real-world,
on-road driving

I don't think the data or the total guardian units are specific to this year so to me it reads like only 3 DW total. We know there are more so either bad PR design or... There is no other mention of our total design wins anywhere in the document.

Is it just me?
"3
automotive
OEM program
design awards"

So, GM, BMW, FORD, CHINA oh! Wait.

Looks like that horse needs you to spoon feed the water into it's mouth, merely leading it to it is not enough ;)

That's a barrel of laughs.

Obviously not a rude and aggressive one Sebs. Good for you.
FWIW I think we will all feel much better about things once we get one, solitary, unequivocally positive RNS like Toyota or a cash injection from Guardian licence deal. There may be good reasons for the negative RNS and projections of late but, while there is no excuse for rude, aggressive behaviour, we need to feel that the company is happy for the SP to rise. It has seemed like they have poured cold water on any positives for some time, so we need reassurance they are on our side. Perhaps you could make that clear to KK ;)

It's all pretty hard to fathom, I'll give you but they do seem to be cornering the market. I just had a look at Mike Mcauliffe's profile on Linkedin and it seems he is still unemployed?

Fair enough. He does refer to your theory that SEE are holding back RNS' and says OEM's may well have made a verbal commitment but the contracts have not been signed or they would have been announced.

I found myself re visiting the recent Safestocks article, which is basically a note from SemiCast's Colin Barnden who is probably the most clued up individual on this market segment. A couple of snippets which resonated and caused me to question my own rather downbeat attitude to the recent RNS'.

''There is no short cut to the research, science and sheer hard graft to understand human fatigue and distraction and get the best performance/power consumption trade-off. This work is hard, laborious and necessary. Guardian is the feedback path from the test bed (humans operating in real world trucks) to the R&D/science lab (Mike, Tim and team). To be frank, this is some of the smartest joined-up product development I have ever seen, all pulled together under the leadership of Paul Angelatos and Ken. The staff totally deserve their share awards in my view, the strategic thinking and foresight is extraordinary.''

"What I have learnt from my experience as an analyst is the company making the most progress is always the one making the least noise (why tell anyone ANYTHING if you are ahead?). Mobileye is probably the best known example for you, but others where this was true are Qualcomm, Broadcom, Marvell."

"So my view is unchanged…a super smart company adapting its strategy (Guardian) to husband its financial resources and looking very well placed to take a leadership position in automotive when DMS takes off around 2021. Can’t see the BoD going for a takeover before then, unless someone like Apple or Waymo comes knocking with an unbelievable offer… which is a scenario we have talked about previously.”

Colin continuing to trash Jungo:

Also, the jerkiness shows the problem of frame buffering. The chip can only process images at about 23fps. Can easily miss fast blinks, glints etc. at this frame rate.
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Semicast Research
‏ @semicast_res
27m27 minutes ago

More from Jungo. Camera uses visible light, so can't see thru sunglasses & won't work in dark. Near-infrared (NIR) is solution, which is why Model 3 cabin camera unlikely to be suitable for DMS. Working in NIR is one part of optical flow expertise.