Member Info for Escovido

My thoughts also Terry. Looking perky at last!

Just checked and they are today's time stamp so delayed but only by minutes. This puts them pretty much centre of the real spread so hard to know if they are cheap buys or sells at better than expected price.

I guess the telematics market, which is what they are in with this product, is more established. Probably an excellent telematics + + package but not true driver monitoring, which is a burgeoning market.

Not actually eye tracking, as I understand it. I think the drowsy driver monitoring is based on use of controls/reaction times etc. Not even head tracking as fas as I can see.

Reading thorough, it seems the phone is the processor with an app from SM, it also capture forward view through it's own camera. The mount has IR lamps and camera to monitor the driver. So, using the mount and your phone with SM app, you get guardian for a fraction of the price.

Point taken DT. I will feel a lot more comfortable once the board make a positive announcement, presented in a good light. Toyota, FCA, BDMS i don't mind, Just some good news presented as such will calm my nerves immeasurably.

for my over-exuberance. Just happy to see some positive action here.
I still love this one and think we should pin it to the top of the thread:
Tx S2020.

Cenkos Extract 19/09/18

Automotive business could be worth 30-50p
We iterate our recently published view (4 July 2018 – Automotive DMS taking off) that the
Automotive business could be worth 30-50p at a moderate weighted average cost of capital

Genius Foxup!

Wen they said 'only available in certain Subaru Models in australia' must be seeing and then THIS:

For now the technology is exclusive to three of four variants in the new Subaru Forester range, from $39,990 to $45,990 drive-away.

However, it could eventually appear in Toyota and Holden cars in the future because the same technology is used overseas by Toyota’s luxury brand Lexus and General Motors’ flagship marque Cadillac.

Nice finds.

Cenkos Extract 19/09/18

Automotive business could be worth 30-50p
We iterate our recently published view (4 July 2018 – Automotive DMS taking off) that the
Automotive business could be worth 30-50p at a moderate weighted average cost of capital

Would I be correct in saying the 8000 was to a named distributor, rather than an end user? If so , you have your answer.

be in a great stock who's BOD are trying to hide that fact than a crap stock who's BOD are bigging it up, I guess.

I believe Smart Eye list model by model whereas SEE only list OEM's If we look at how many OEM's SEYE have, it's a different story.

''My take on it is that there are a large number of PI's who have decided that this is not going anywhere soon and have decided to get out now.''

Exactly so shallwe. Those who know will not be selling any. Even at a cheap price there will be much gravy from this pish poor price. The point is, are they not deliberately disheartening those PI's with these negative takes on where SEE is?
Let me put it like this. If they announce a couple of new contracts, as mentioned and give us a sensible outline of the value of BDMS and it's effect on revenue in coming year, I will believe they are trying their best. 2020 did a great dissection of their overly pessimistic figures for Fleet yesterday and Q's need to be answered re that IMO.

https://www.credenceresearch.com/report/driver-monitoring-systems-market

Posting from a laptop, see if this works.

Assuming GB2 theory correct:
On the basis that they can't sit on the good news re Toyota and FCA forever and these wins representing something of a tipping point in market share/prospects, (presumably) with a corresponding rise in SP, my guess is they will get the bid in pretty soon in order for 15p to be attractive. Once we have the lions share of Auto, plus BDMS in public view surely 15p would be refused?

Poodles, like I said.

Nice find 2020. BMW and Waymo are familiar ;)

I think Colin is sticking to his guns it that reply. Remember Cenkos are Ken's poodles, hence the new target and playing down the rev.
There was a tweet in reply to Colin one you posted:
"Somewhat on the low side assuming a TAM of 2,000 which leads to higher unit prices, so drop the A and add a 0!"

"love elephants" ??

Subaru? Surely not?

in rampety rampety mode, a la spin-off that wasn't.
I am convinced, as is GB2 that they want SP low but I am flummoxed as to why. What have they offered you Ken? 75 virgins?
(I'm with Billy Connolly on that one)