Member Info for Lewbo18

Hard hitting - but like this bit ....With design wins with five OEMs and many more to come, we foresee a growing royalty revenue stream for many years to come.“

MANY MORE TO COME

Safestocks reporting on broker note

http://www.safestocks.co.uk/

Phil I get it we are all a bit beat out by how things have been done. The shares issued, more to come, governance page now talking about shareholder value. Change of plans- we are yet to hear what it all means in more detail. Senior management changes and swords now fallen on. 2020 was always the target. Quantas announcing a new training facility opening mid 2019 - arw we part of it? Millions of $ of auto RFQs up for grabs very soon. Our SP will catch up. I dont get uptight when Smarteye win a contract. They were able to work with oems when we couldnt. They have 2018-2020 contracts. SE share price does not worry me - im not invested with them.

Phil you are suggesting that a house broker can buy shares in the client. So Write a good report, buy shares, issue report to their clients and make money om the rise. That what you mean?

Qantas unveils its plan to help solve the global pilot shortage — and it starts with a $35 million academy that will train up to 250 pilots per year https://www.businessinsider.com/global-pilot-shortage-qantas-plans-multimillion-dollar-australian-academy-2018-9

According to the SEE chart (I find it a useful source of informarion! LOL) production is for 2021. Of course timescales can change. We have a number of models coming in 2020 for some OEMs. Its really not that far away. https://ibb.co/ifdwxz

Its Smarteye. We know they won early BMW and it was for production in 2019

Perhaps someone is waiting until the restructure is out of the way and then we will see what happens. My money is on Xilinx.

Progress rail stand clearly showing the DMS video in one of the pics. Klick had mentioned that the video had been updated, must have been for this. https://twitter.com/seeingmachines/status/1042760233838432256?s=09

They dont seem to have an issue with NDAs in terms of giving a bit more info. Also they give the potential value if rhey win all the models. Which is just explaining to their shareholders what the potential is. I know it doesn't mean a lot but they try.

Good point Robbie. SEYE big up the DW numbers.

DT, Smarteye / investors have two T1's that they believe they are tied in to, Valeo and Visteon. They also think Aptiv is theirs. Who knows, as we think and it isnt confirmed that one of the T1's we have with BMW is Aptiv. Veoneer was theirs until last year, perhaps when V realised that a lot of oem's were wanting SEE tech. The Takata tie in took us out of the picture for some T1's to tie up with Smarteye. Next 3-6months will tell us a lot about auto. Speculation not withstanding.

Terrym and Sebs, now that the "bad" news is living in plain sight (although not bad). Flat FY19 compared to FY18 has been stated.....there is absolutely no reason to delay announcing any wins of any type.

S7, i think the point i am trying to make is that SEE havent been transparent in a number of ways. You dont just get a new COO in a week, that's been worked on for months. They've know about the issues since before April and have been trying to work out what to do. Perhaps Jack read all the internal private financials and said WTF!. You want me to be chair heres whats happening. Im kinda glad its opened up and we have a realistic fy19 target now.. Im as p***ed off as every lth about the paper losses or real losses in the past months. I, like you will stay put and watch every move now to see what this new plan beings to the table. GLA

S7, thats the fun of the ride investing in shares! I take a slightly different view but who knows.

2020 Sebs is what we said all along. Nothing changes that target for me. To be honest this might now get more II backing at this price. My opinion of course.

Deal probably sorted already based on the tone of the assumptions about moving to a different model. No. - we are actively looking....... But rather we are outsourcing production to a strategic partner. Just as GB2 said.

Interesting point about Uber is that they talk about a centralised monitor who can take action in real time. From what I can see Nauto dont have that facility. Video of events can be "uploaded to a portal" for review.

Due to this.....Currently BdMS sales fall under the automotive business unit but, as sales could become quite significant and at high margin, we forecast this as a separate" I may black box fleet (like CAT) and start a BdMS section. It could have some very impressive names on it. SEE chart was getting a bit crowded on the fleet side.

I wpuld think that the whole focus of their fleets is to get the radar, lidar algos working and right on the edge case issues that arise. DMS will be left to the experts. Think they have enough problems to worry about.