Member Info for Lewbo18

Fair points S2030.
People focus on auto, win a big contract like VW and get NRE for development (pay engineers) and then 90%+ profit for each car sold for several years.

Fleet, profitable already and thats without adding in Shell and perhaps Coca-Cola, only just the start..

Aviation, minimal cost yet only player in the field...

What i do find interesting is the licensing of Occula. The engineering resourcing (with appropriate input from SEE) mainly falls to the chip manufacturing integration into the ASIC core. Yes see develop, define and enhance the product outputs but the refinement and integration on their chip is a collaboration but headed by the chippie.

Aaroon
He didnt say all were from partners. He said direct and from partners. 50 since xmas. Collaborative engineering resource is a common industry partnership methodology. Both companies benefit.

It was telling that Paul mentioned SEE had taken on 50 engineers since xmas. What to me was more telling that it was a mix of direct and with partners. We are partnered with some of the biggest engineering resourced companies in the world and it looks like collaborative engineering resourcing is happening.

Cenkos sees significant upside to their 20p valuation......

Licensing IP is a great additional strategy for SEE.

David, agree with what you say. So get in now at these silly prices before the wider market gets a sniff.

Seethepotential.
Kinda silly question.
We even have no proof we are in Ford. But dots joined.

And by coincidence the first one is Maserati in 2024.....cluedo

BMW unveils the enhanced X7 with improved technology and features. The new X7 has developed the latest-generation control system including BMW Curved Display and BMW iDrive 8.

I do believe the iDrive8 is SEE.

https://telematicsnews.info/2022/04/14/the-new-bmw-x7-unveiled-with-enhanced-technology/

Mostly what we understand already (well those that research).
Nick got the dig in about being hardware agnostic by highlighting the need for optimisation at all levels in the optical path.
And when the moderator asked a viewer question about the 'Magna Mirror'..... Well, open goal for Nick.

When someone said about how difficult the mirror placement was, Nick "its all about having the know how".......

Haggie, Bought back in at 8.50+ and now ramping, brilliant LOL.

https://cariad.technology/de/en/news/mediareleases/CARIAD-acquires-automotive-division-intenta.html

Brilliant find Terry. Wasn't just a fleeting glance of SEE, very good coverage indeed.

Good points well made Amur.
Roy would have agreed with what you say.

A court in Germany has ordered Tesla to buy back a Model 3 vehicle from a customer who filed a complaint over how disappointed he was with the Full Self-Driving package – which includes Autopilot features – that he felt it was driving like “a drunk first-time driver”.

https://electrek.co/2022/03/29/court-orders-tesla-buy-back-car-from-customer-autopilot/

NIO are using 3rd Generation Qualcomm® Snapdragon™ Automotive ****pit Platforms and Qualcomm® Snapdragon™ Automotive 5G Platforms in their ET7 due 2022.

Perhaps they will use Snap4 in future models. Maybe this is why Paul is confident in his comments which now include China?

Would assume our biggest shareholder will have a say in any negotiations, after all they can block any silly bids stone dead.

Yes think the order booked value is the takeout key if that is the strategy going forward.

More confirmation....

Mercedes will accept full legal responsibility for the vehicle whenever Drive Pilot is active. The automaker hopes to offer the system in the U.S. by the end of 2022.

https://www.roadandtrack.com/news/a39481699/what-happens-if-mercedes-drivepilot-causes-a-crash

TLS,
Turn off if my wife is present... Priceless LOL