Member Info for Horzabora

I am sorry, but had to remind myself what has happened in the last two years….boring? I think not! Exciting times ahead! Thanks for getting me to do this - it is often easy to forget just how much news has come in the last two years!

We have had:

Global framework agreement with Shell - helping to achieve record fleet installation figures

A European sales team established to cope with the ever increasing demand in Europe

A bipartisan infrastructure agreement passed in the US which will ultimately lead to the mandating of DMS tech in the States

Not just a collaboration with, but a licensing deal with Collins - a leader in technologically advanced and intelligent systems for the global aerospace and defence industry

The largest Driver and Occupant Monitoring system award thus far (A$125m) which will be putting cars on the road in 2024.

OMNIVISION collaboration resulting in Development of World First ASIC with Integrated ISP and Occula® NPU Optimized for Driver and Occupant Monitoring Systems - plenty of cars on the road to come from that I am sure

Ambarella collaboration a unique technology combination will bring Seeing Machines' industry leading OMS and DMS technology solutions to Ambarella's CV2x CVflow® family of edge AI perception systems on chip (SoCs). Ambarella's CV2x chips will bring plenty of cars o. The road I am sure - not to mention the possibility of doorbells!

The Insurance Institute for Highway Safety creates safeguard ratings and requires DMS features in the U.S. cars on road? I think so!

Seeing Machines to deploy world-first pilot fatigue detection system for Air Ambulance Victoria - planes in the air? When is that KPI coming? Exciting times ahead.

Seeing Machines inks additional Occula® NPU licence - who with? We are unsure but one things certain - more cars on the road…

Seeing Machines announces collaboration with new state-of-the-art optics technology company - significantly enhancing safety features.

Seeing Machines appointed for DMS production solution with first Japanese OEM - so we are now in Japan - more cars on road from 2025. Exciting times ahead!

New Tier 1 customer appoints Seeing Machines for an additional European Automaker - oh, more cars on the road from 2024…exciting times ahead!

Seeing Machines appointed by global Tier 1 customer to deliver DMS for additional OEM program - oh, another contract - oh, more cars on the road from 2024 - ETA!

Just the minor issue of an exclusive deal with Magna and investment (funding) which many companies are finding desperately hard to find in the current climate…boring? I think not!

Appointment of new CFO that for some bizarre unknown reason spends his first year buying as many Seeing Machines share he can stuff into his pockets….hmmm…

Seeing Machines appointed to deliver additional DMS OEM program - another contract - cars on road from 2024 - maybe you are right, this is getting boring!

I know, it’s unbelievable isn’t it - you are finally realising the amazing potential. Well done, I knew you would see the light eventually.

There has been much industry research done on this by people Waymo re in the know than yourself (oh, I forgot to mention Waymo! Haha exciting times ahead) I’ve paid for the analysts prediction of 40% penetration so I am not going to give you the figure -

But it’s just around the corner

Oh sorry, did I say the mirror being the only way? Oh no, Valeo have just announced a complete package that is deployable at speed solving AFAS And DMS/OMS….wonder who partners with Valeo…oh, that will be Seeing Machines then. Make that 60% of the market IMO DYOR

Obviously, unless you are blind. Read the RNS, work out the figures. It’s pretty obvious it will be 40% at least (50% by revenue) tbh, the way this is going (with OEMs rushing to meet deadline and the mirror being the only quick way to meet those deadlines) then 40% win rate looks conservative

So few? Are you blind? Read my post. Multiple updates in the last two years. Just read the RNS. It’s not ramping, it’s fact, unlike most of your posts.

Oh sorry, I forgot.

52. Yes 52 notices of increased PDMR (Persons Discharging Managerial Resposibility) oh, that’s people that have access to price sensitive information INCREASING their shareholdings in the company at a price significantly higher than it is now. I mean, come on, do your own research. Look at the RNS - it’s not difficult. How many buy signals do you need? Next we will have ColdFishPie coming back at us for a big buy signal.

Oh gosh, sorry, missed out the KPI announcements - in May included this startling headline:

- Cars on road increased by 177% over 12 months to 874,851 units (Q3 FY22: 341,835)

177% growth. Wish I could say that about my own business.

177% increase over the previous 12 months. Growth? I think so, but nothing compared to what 2024 will bring. Exciting times ahead!

Seeing Machines shareholders have only good things coming? Gosh you are turning positive all of a sudden. Well done. You are so right. Imo - do your own research and all that. Not hard, read the RNS over the last two years.

Thanks for reminding us - plenty of contracts signed I. The last two years and oh so many more to come. Try not to concentrate on the small SMARTEYE wins - after all, they have to win their 30% at some point. The biggest wins are still yet to be announced, probably won but yet to be announced - exciting times ahead!

Oh, so much I had to post twice!

Also in the last two years:

CES collaboration with Autobrains, Indie Semiconductors and Analogue Devices….yep, more cars on road to come…

Aftermarket being targeted in a collaboration with Mobileye….more aftermarket on the road…exciting times ahead!

Seeing Machines joins forces with Devant, synthetic data specialist, for enhanced transport safety

Collaboration accelerates Machine Learning capabilities as regulatory deadlines approach

Genuinely, thanks for the reminder :)

I am sorry, but had to remind myself what has happened in the last two years….boring? I think not! Exciting times ahead! Thanks for getting me to do this - it is often easy to forget just how much news has come in the last two years!

We have had:

Global framework agreement with Shell - helping to achieve record fleet installation figures

A European sales team established to cope with the ever increasing demand in Europe

A bipartisan infrastructure agreement passed in the US which will ultimately lead to the mandating of DMS tech in the States

Not just a collaboration with, but a licensing deal with Collins - a leader in technologically advanced and intelligent systems for the global aerospace and defence industry

The largest Driver and Occupant Monitoring system award thus far (A$125m) which will be putting cars on the road in 2024.

OMNIVISION collaboration resulting in Development of World First ASIC with Integrated ISP and Occula® NPU Optimized for Driver and Occupant Monitoring Systems - plenty of cars on the road to come from that I am sure

Ambarella collaboration a unique technology combination will bring Seeing Machines' industry leading OMS and DMS technology solutions to Ambarella's CV2x CVflow® family of edge AI perception systems on chip (SoCs). Ambarella's CV2x chips will bring plenty of cars o. The road I am sure - not to mention the possibility of doorbells!

The Insurance Institute for Highway Safety creates safeguard ratings and requires DMS features in the U.S. cars on road? I think so!

Seeing Machines to deploy world-first pilot fatigue detection system for Air Ambulance Victoria - planes in the air? When is that KPI coming? Exciting times ahead.

Seeing Machines inks additional Occula® NPU licence - who with? We are unsure but one things certain - more cars on the road…

Seeing Machines announces collaboration with new state-of-the-art optics technology company - significantly enhancing safety features.

Seeing Machines appointed for DMS production solution with first Japanese OEM - so we are now in Japan - more cars on road from 2025. Exciting times ahead!

New Tier 1 customer appoints Seeing Machines for an additional European Automaker - oh, more cars on the road from 2024…exciting times ahead!

Seeing Machines appointed by global Tier 1 customer to deliver DMS for additional OEM program - oh, another contract - oh, more cars on the road from 2024 - ETA!

Just the minor issue of an exclusive deal with Magna and investment (funding) which many companies are finding desperately hard to find in the current climate…boring? I think not!

Appointment of new CFO that for some bizarre unknown reason spends his first year buying as many Seeing Machines share he can stuff into his pockets….hmmm…

Seeing Machines appointed to deliver additional DMS OEM program - another contract - cars on road from 2024 - maybe you are right, this is getting boring!

Mainly so they could build a company good enough to chose the best DMS systems on the market. Countless Ford models rolling out with SEE DMS - none of which affected by the current strikes.

There could also be a huge fleet win announced alongside the launch - orders of 100k plus have been talked about. Exciting times ahead.

Same old same old - US car workers strike also coming to nothing, DMS models not affected.

Mirror win with Magna most likely now that OEMs are running out of time. Contract announcements due in fairly short timescales due to mandated safety requirements- exciting times ahead

Always room for unexpected ground breaking news too. Often we get announcements completely unexpected (collaborations etc like our recent partnership with Devant) Possibilities include space vehicles, military applications or domestic applications all of which have been hinted at. Any of these possible in October IMO - exciting times ahead…

See below Seize - Terry already posted Colin’s analyses - Shorty is just trying to bury it as it is all positive for SEE. Key here has to be SEE’s KPIs which will show acceleration in product rolling out quarter on quarter, as opposed to SEYE reluctance to show what must be the opposite, unless they can prove otherwise.

Maybe that explains why you seem to be so uneducated? Just a thought - possibly read more links and you may find more useful information for your research?

You could start here? Where you will find useful answers to plug some of your knowledge gaps - such as how Seeing Machines DMS works with sunglasses.

https://seeingmachines.com/technology/how-it-works/

Best wishes.

We possibly did (get an RNS)

11th September 2018

Or

10th June 2019