Member Info for Escovido

Semicast Research
‏ @semicast_res
7m7 minutes ago

Great graphic showing drawbacks of ASIC/SoC. From 2008-2020 Mbly has 5 iterations of EyeQ chip. FPGA is little slower & uses a little more power, but gives TOTAL flexibility, inc. in the HW. @seeingmachines could even tailor DMS functionality "a la carte" to OEMs by using Fovio.

Sorry to be a pedant but that, to me, implies min. 6 months wait. I think it could drop today or anytime in next 9 months. I think we mean the same thing, it's how you phrase it.

This bit suggests to me we are in RNS likely period already:-
//Mass mkt RFQs in ~Mar/Apr so RNS flow~6-15 mos. later.//

Seems the buyer didn't want to pay more than 8p though it also seems the seller/s, who presumably were those that bought at 6.5p on the drop, also seem to have dried up. Looks like consolidation until a new OEM announcement. Some more info on BDMS and revenue would also do the job.

Very interesting post and comments from Panmure.
Have you ever seen an independent analyst rubbish the co's projections for being too conservative before?

//Pointedly, he appears to have a dig at the information flow and forecasts coming out of Seeing Machines: “We note that the management expects revenues in FY19 to be approximately in line with FY18. We believe they should stop giving guidance until they have a good handle over internal information systems. In the last month, we have had two different versions of Guardian units delivered and expected to be delivered. Our forecasts, for what it’s worth, is based on Guardian data provided by the CEO today and our expectations for the Automotive sector.//

Also, have you ever seen an AIM stock with a house broker target of <half that of an independent?

Solid buying so far today. USAF is good news but not sure it would cause a rise in itself?

Sorry if this has been posted but I found detail of use interesting.
http://australianaviation.com.au/2018/08/australian-company-examining-how-we-look-at-flying/

FWIW another 1 trade. I suppose we did get one RNS. I wonder if we have another 3 on the way ;)

I think a lot of people read the title and hit the sell button. It's very little shares % wise and we knew they were coming so shouldn't actually make any difference. Bouncing now.

It's a fovio unit. Guardian is for fleet after market. Fovio is auto.

I think one more of the big 3's from USA Europe or Asia(so FCA/VW/Toyota/Kia etc would be the 'tipping point at which the market realised SEE are getting the lions share.

For the record, I have often poo poo'd the idea. In the age of email, mobile phones etc etc, then why would be a difficult Q to answer.
That said. There have been 3 incidences of a 1 trade being followed by an RNS within 3 days at VRS recently so I dare to hope a little. We must be due. SM are VERY quiet.

Looks like more than normal PI swing trading. Late reported 500k buy from just after open and lots of 250k.

Funnily enough Terry, I was just dozing and reflecting that, if they struggle in the relatively ordered California road system to et over 10 MP Average, imagine how long it would take them to get through Soho!

I think he's enjoying thee video's.

//
The roads aren't even that busy in Mountain View. Waymo test vehicle v. slow to merge into traffic. The "driverless" taxi service is supposed to be ready to deploy at scale THIS YEAR. You decide if ready. How do you price the service when max speed is ~ <10 mph?
//
Semicast Research added,
E.W. Niedermeyer
@Tweetermeyer
Stunning footage of a @Waymo Pacifica (eventually) making a left-hand turn across traffic. https://youtu.be/o-l877qUYmo //

and another before close. I will suspend disbelief and watch with interest for an RNS (or two!) tomorrow.

is starting to increase now, already above daily average. It was very low for the last bounce so didn't hold but this looks like a sustainable rise.

Just saw that. I don't believe this theory about RNS but it has been quite consistently correct on VRS of late.

Is this Ken in the foreground?
https://twitter.com/pulledpork2012/status/1044526374608932864

I guess probably not but a good likeness!

Who knows? I do know the SP just ticked up with no buys showing in last 30 mins so looks like more large, delayed buying going on. :)