Member Info for Humster

Thank you both for sharing, exciting for us

Where does he find the time to write so many posts when he's allegedly employed

Just a small correction - trucks left the mine on the 14th of Oct (as per Hainans post). The RNS from the 20th says that the trucks were already at the border

Per truck or the full 30000t?

Https://www.youtube.com/watch?v=FP2CA4FDzsQ

Thanks LP

@George I meant that Hainan are paying for the physical ship that goes from Africa to China - the article used that as a cost to KOD when it shouldn’t be, unless I’m misunderstanding it?

Hainan are funding the shipment costs iirc?

As a KOD shareholder I am grateful for their hard work in achieving these milestones

All good Map, just making it easier to find

The following is interesting imo:

Question 25:

Do you expect DMS and OMS markets to be a duopoly? Do you expect automotive OEMs to rely on in-house systems?

The DMS industry is evolving. We expect that there will be two key players, Seeing Machines and Smart Eye. Some OEMs will try and build inhouse systems but we don't expect that to materially affect our forecast market share.

Https://www.investormeetcompany.com/investor/meetings/seeing-machines-fy2025-results-presentation

Adding link

You're more than welcome to buy SC's shares

A lot of sales today

Lav - just went through the offtake rns. Doesn't mention 65% at port. Only 95% on ship

"· LMLB will receive an initial payment upon loading of a shipping vessel with spodumene concentrate at the export port in West Africa (initially Abidjan Port in Côte d'Ivoire) equivalent to 95 per cent. of the value of the shipment, with the remaining 5 per cent. to be paid following delivery and confirmation at the destination port in Hainan, China."

On that note - anyone got any idea whether Hainan is going to ship the 8000t monthly or if they're going to do quarterly shipments of 24000t? I can't find an answer to that

NMH - Hainan is taking 30000t for the first shipment so they’ll have +- 15000t left at port

Enough for the next month whilst they continue to deliver an additional 8000t monthly

Confirms shipment currently at the border, shipping 45000t so there’s a stockpile at port for subsequent shipments

Please do George!

BMW: Human-Centric Safety with AI-Enhanced Driver Monitoring

While Volvo focuses on uncompromising safety integration, BMW emphasizes a human-centric, premium approach to in-cabin monitoring. Its driver monitoring system (DMS) uses infrared cameras to track driver attention, gaze, and signs of drowsiness or distraction under a wide range of lighting conditions. These cameras are complemented by AI-driven algorithms that adapt to individual drivers and seating positions, helping reduce false alerts while ensuring accurate detection of inattentive or fatigued driving.

Technical Approach

Camera-based driver monitoring tracks head position, gaze direction, and facial cues to identify potential distractions or signs of drowsiness. Seeing Machines and BMW have collaborated to integrate advanced vision-based monitoring under varying lighting conditions.

Infrared-based cameras: BMW employs infrared emitters and sensors to enhance visibility in low light, ensuring reliable gaze and facial tracking.

AI-enhanced recognition models continuously refine monitoring performance across different drivers and edge-case scenarios, helping BMW align with Euro NCAP’s 2026 requirements

Multimodal sensing: BMW combines camera data with vehicle dynamics, such as steering behavior and lane-keeping metrics, to improve detection accuracy and minimize false positives.

Strategic Priorities

User comfort and trust: BMW’s DMS system is designed to be effective yet unobtrusive, aligning with expectations of the premium segment.

Continuous improvement: advancing AI capabilities, ongoing refinement of monitoring algorithms, ensuring adaptability to changing conditions and emerging safety protocols, and edge-case handling through internal research and external collaboration (for instance with Aptiv, Seeing Machine, and Smart Eye).

Safety as luxury: BMW positions its DMS as part of a broader philosophy of intelligent, human-centered design, demonstrating that safety and comfort can coexist seamlessly.

Partnerships: BMW and Qualcomm have co-developed the Snapdragon Ride Pilot platform, a centralized compute system that powers BMW’s next-generation vehicles with camera-based driver and in-cabin monitoring, integrating features like driver engagement tracking and occupant detection.

What in the world did they discuss at those investor lunches