Member Info for Lewbo18

FOUR OEMs at SOP and the biggest win has started. Over 90%+ margin.....

Four OEM programs SOP 2024 inc biggest win VW....

One OEM program SOP 2025.....

Two OEM programs SOP 2026.....

Four OEM programs SOP 2024 inc biggest win VW....

There are 4 auto SOPs this year.....

Excellent, now we know we dont win through QC, but anyone who does dyor would know that.

Also this 70p in 11 months, not what he said....

ISB,

We don't win through QC, we win through a T1. The QC relationship was explained in full Oct 2022, you must have missed it.

However at that stage we 'won' a couple of wins via a T1 on the QC platform arrangement.

Thanks now.

Happend last qtr too, Redeye lowered expectations /targets and when Seye results were announced they 'hit' the lower targets and came in on expectations!..... Brilliant

Jesper is still very worried about a fundraise. But says they could risk giving up market share to help?

I guess Rana and another senior staff member leaving will help a bit..

Breakeven and cash positive are seen as part of the main goals of any company.

SEE quarterly are giving us the two main cash generator KPIs we have.

Fleet (initial sale and recurrent 3 or 5 year monitoring).

Cars on the road (90%+ margins).

These are high visibility metrics for investors. Seye don't currently show quarterly cars on the road for their own reasons.

Seize, impossible to answer, but as you say Seye were heavily reliant on bmw hence why they wont issue quarterly KPIs as it would be falling numbers.

SEE increasing vol is probably mainly due GM, Ford, Merc and BMW.

Note that VW SOP was stated as 'early' 2024 so KPIs to be issued soon would not include them.

Also note that of the last 7 OEM wins, 4 were to SOP in 2024, 1 in 2025 and 2 in 2026, so lots coming.

Can any Tobii fans suggest what cars they are in. Might be worth a test drive?

Oldfool nails it in one🤣.

Great post!

That looks to be what was shown– At CES 2024, leading mobility technology company Magna introduced a breath and camera-based pre-development technology designed to combat impaired driving. The cutting-edge solution represents a significant milestone in the ongoing efforts to enhance road safety.

The new safety technology determines if drivers are “fit to drive” in a fast, reliable and affordable way. The integrated solution combines key elements of the interior sensing system, which utilizes camera technology to detect driver distraction, drowsiness and intoxication through pupillary signals, with infrared sensor technology developed by Senseair, a leader in air and gas sensing.

https://www.magna.com/stories/news-press-release/2024/magna-advances-road-safety-with-impaired-driving-prevention-technology

"Areas of focus include processing sales orders, supply chain, field services and operational support."😁

https://careers.seeingmachines.com/jobs/3525860-business-analyst

😂 Jeez no ISB,

i thought your war and peace was your goodbye swansong. I thought you'd convinced yourself to sell up, lick your wounds and go elsewhere. Seems not then.

Happy to watch you wallow in your own iniquity, but 2024 might just do it. 😉

Bye ISB 👍

Fleet is profitable and will be even more so going forward. Could be the biggest part of the SEE portfolio 👍

He didn't make a price prediction of 70p, people really need to listen to what he did say before regurgitating this. He does suggest something on future outlook though.

Toyota are using their own internal DMS for the next few years.

The secret is gettting cars to SOP, and SEE seem to be doing OK on that front.

Isb, Seye- was a new oem 'win' or additional business with an existing oem they have?

Seize, that strategy of naming future models is at the gift of the oem, not a policy SEE have chosen.

Seye have only ever done it once with this volvo. Provious ones have been well after production.