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Article below written about 2 yrs ago — pre Uber fatal crash. As relevant if not more relevant than when it was written.
https://www.scientificamerican.com/article/are-autonomous-cars-really-safer-than-human-drivers/
Thanks dt.
Continuing on the comparing See v Mobileye, what’s your take on the fact that SEE is in multiple transport sectors — unlike Mobileye. In terms of strategic value, surely that shows more potential...
It’s also important to highlight that both SEE and Mobileye techs are complementary rather than competing against each other.
Hi Mirabeau, interesting that. First mention of EyeRis system in any article which have won 2 silver awards at the event. Seems they’re worthy of becoming our competitor. By what their CEO said — SEE is the company to beat in DMS.
No mention of SEYE and Affectiva anywhere.
2020 will see more production cars with SEE DMS tech in it. And the Merc SClass MBUX should have our DMS tech (not Fovio chip?) and hopefully the whole systems should be better than the sums of its parts.
While I was enjoying a long summer hols, one of my brokers, SVS have gone under administration. Been figuring out what to do but doesn’t seem there’s nothing I can do until the administrators figure it all out. 4-5 yrs worth of ISA and SEE is my biggest holding in there. anyone else in the same boat or had experience with Beaufort when they went belly up?
My patience is really being tested but as a SEE holder, it’s probably not that much difference day to day...
I’m enjoying the announcement from Penang. Still trying to figure out yesterday’s RNS whilst tracing some flip-flop footsteps. But I’ve not been to the fish market yet.
Such a great RNS except for the uninitiated.
I was wondering if it could be Merc instead of BMW due to the small size initial contract and only one Tier 1 is mentioned in today’s RNS.
I’ve benefited so much from Lenne et al publications in human factors that I can tell you Maccalister isn’t original. He’s probably S7 v2.0 — old hardware and allegedly new software.
Trying harder for everyone to see. Enjoy until the next update.
Hi guys, trying to catch up with the bb after 48hrs. I must have missed something about the possibility of licencing Aviation. Why do we think that’s more likely than say... train/progress rail? Why Aviation when in a few years, revenue will be huge?
Don’t we have similar deals with Tier 1/OEMs in autos — based on all the similarly worded IPs documents researched and discussed on this board? Toyotas / Bosch / joyson’s etc?
Another cracking article.
Three experiments in and results were compelling. We should hear more results in Sept when Mike Lenne and Toll rep present more results. This sounds like the aviation announcement (shortly) that Paul talk about. Likely more contracts which means more validation of SEE tech and dare I say confirming SEE number one position in Safety.
I would imagine this is how we pitch sales at Tech companies for BdMS given the compelling results in training (back up) drivers/pilots. Of course they’d like to see it for themselves.
What’s missing in that article is a mention of another offering / alternative tech etc.
When Mike says that “We are ready” he really has the evidence to back his claims.
Not sure if this is right. But the announcement made in the article also has a picture of what looks like Guardian SEA reps and SEE reps (is that Mirza guy from SEE?). Bottom left of pic shows the benefits of the integrated offering — lower insurance cost (possibly another tie up like NZI?)
Thanks to Paul for sorting so much in a short time... but with Mike at the helm now, we should be more visible and be seen as a serious player in the industry.