Member Info for Lewbo18

Glad we've now got a new US broker. I assume a broker note will be issued and that'll be interesting to see what their take is on the company.
For those selling out on this news, Good luck and have a good day.

Seems that fleet estimates means very little. Install 10 units that do 1000kms a day or 1000 units that do 100km a day. How can you make sense of any average figures.
The company said 20,500 at end Dec. They also said they were very confident of hitting fleet targets. Thats all the facts we know.

So someone said there was a late 2m share buy at 3.80. Anyone see that?

https://www.wsj.com/articles/waymo-raises-2-25-billion-after-courting-outside-investors-for-first-time-11583182860?

For the merits of one of the worlds leading technology growth companies. Turns out it’s an golf round/scottish football team discussion group. :) The irony is not lost on regular readers LOL Bax

DMS is required for L2 ADAS systems.

https://www.thatcham.org/keeping-people-safe-as-we-push-the-boundaries-of-driving-technology/

Balanced way of telling investors what the fleet situation is. Target on track and as Esco says, situation normal.

Guardian Update

Fleet continues to gather momentum around the world. With two new distributors, one in Turkey and one in Taiwan, Seeing Machines now counts 14 channel partners globally.

Installations are growing across the Asia Pacific and South American regions in particular and other regions, such as the UK, continue to ramp.



While Guardian is manufactured in Shanghai, the current impact of the Coronavirus on the supply of product is minimal as current levels of finished product stand at around 5,500 units. The bulk of these units are with customers to be installed or in transit to channel partners, and the remainder are in the process of being shipped from our China based warehouse to other third-party logistics premises in the UK, Australia or USA. This situation continues to be monitored closely

https://www.reuters.com/article/us-china-health-toyota/toyota-plans-partial-output-resumption-at-all-four-china-plants-idUSKBN20F160

But Bax you are convinced Paul will get his shares so of course you want to buy in again. I'm with you not against you - let me know when you have bought in again. Just mentioning you've upped the moaning recently .

Bax has sold out (substantially) therefore he has cash - he's looking for a cheaper buy in (as some others are too) might even get some more myself. Hence rather than his normal 1 post a day, he's upped his usual input..

Bit confused about the posts on coach usa.
If the contract was for 250 units and 250 units were installed the uptake rate is 100%.
Why say uptake rate was poor since it was only 250 units ordered and not 5000? If 5000 units were ordered and only 250 were installed then yes uptake/installation rate is poor.

Then some of these 5000 are school buses which are independent in terms of decision making so don't count in the 5000 to start with.
Then coachusa went into adminstration which can take a few years to sort out, and SEE closed down the usa operation for 2 years almost. How can coach USA be a proxy?

Don't know what to write....

I agree Bax, Paul should march into the CEO office of say Volvo or VW and demand that he signs right now and no more delay. After all he has that sway over these guys so what is the hold up. How dare an OEM treat a T2 like this - don't they know there is a lot at stake and if not then SEE will pick up the football and go home.

Yes there are and primary on the list.

https://americanbusinesstv.com/currency-report/finance/the-weeks-episode-of-the-redchip-money-report-features-exclusive-interviews-with-executives-from-cytodyn-otcqb-cydy-seeing-machines-otc-seemf-and-namesilo-technologies-otc-urlof/

The more exposure the better.

https://youtu.be/J4A9k1blk60

One manager indicated that they had received a proposal regarding the
Guardian system, which was validated by industry colleagues. Another stated “we were also looking
to see who the competitors were for the Guardian system but we couldn't find any”. Yet another said
“we looked at other technologies, we were looking to see who the competitors were for the DSS but
we couldn't find any”

L3 are supplying a new FFS sim to Prince Sultan Aviation Academy (PSAA).
From what I can see they are a small training unit with about 9 FFS. A mix of CAE and Thales.
https://t.co/1RN3yT4YIP

GM’s CEO, Mary Barra, said the company wants to focus on markets where it can drive strong returns, scaling back operations in Australia, New Zealand and Thailand to selling niche specialty vehicles.

https://apnews.com/08c6883a7f2c1329d60e7a7bdb4d5319

And Steve you are now back in the bin - officially a filterboy again, so the green filter message is you , bye