Member Info for Lewbo18

S7 is right SEE should just ring up the oem and tell them to make a decision. After all its not the oem that makes the decision, dont they understand that? Me and S7 are now best buddies. His logic keeps me grounded. Having said that this is a great price to add at. Have a GOOD day all.

Chris100 good spot on this.
Yes I would fully expect that these are factory fitted. It's been a while coming. Back in Nov 2017 RNS

"Their second contract has been secured with a Dubai based public transport entity where Guardian will be installed into the full fleet, and integrated with telematics and additional Advanced Driver Assistance System technology."

ET,
Hyundai confirmed via broker note.

ET, SEE didn't bid for the hyundai contract. As for the Renault/Mitsu who knows if they bid for that either.

SEYE have 6 cars on the road with their DMS according to them. Very little said by either SEYE or the OEMs involved about hands free (most aren't) or how well things are going. Its all about the next generation and we know BMW have shifted and perhaps a few more.

Sgreen is it not now all about installations and recurring revenue from monitoring? Hardware is payable on delivery but the targets for distributors are installs and hence monitoring monthly fees?

Our friends in America are running a poll to ask who the AV OEM is. Make your choice.... https://twitter.com/TheAutonocast/status/1138184897187553280?s=19

Klick, that confirms SEEs position in this space. Increasingly it shows how astute they were in basing the tech on human factors rather than just simple eye tracking.

Ironic, having discussed BdMS over the weekend and most people thinking it would be good, an RNS drops on Monday. Another first for SEE.

Red, i don't think you could pay for the publicity of a BdMS tie up with really any of the AV testing companies. Of course an Apple or a Waymo would be great. Perhaps not high volume but it would be another first. Actually i think i read one of them talking about volumes we havent considered. Will post if i can find it.

At the investor meet last year Ken told us that an II or others (like VSI) who own >10% of the company can block any takeover. Its Aussie rules, so now we have 2 that can do that or indeed a couple of smaller IIs can group together.

Yes only when they cross the threshold. 0.01% over is about as close as you can get. If it is them then 13% is the next point. So i assume they could have bought the missing £800k.

Scroll right to get the second image to appear

https://www.autocar.co.uk/car-news/industry/volvo-fit-driver-monitoring-systems-standard-early-2020s

Fiat Chrysler withdrawing its $35 billion merger offer for Renault https://www.businessinsider.com/fiat-chrysler-withdrawing-its-billion-dollar-merger-offer-renault-2019-6

Is that not bad news for SEYE, since ambarella are partnering with a rival dms partner to work in China, - direct competitor to SEYE in their chosen market?

Yes S7, if the OEMs have made a decision. If not then you will have to wait like everyone else.

Presumably this will be the display SEE tech will be in. https://telematicsnews.info/2019/05/28/distinctive-high-quality-and-homogeneous-the-curved-display-in-the-bmw-inext/

No S7 2020/21 but of course thats my time scale so dyor please. Your philosophy is somewhat transparent.

S7, my timescales haven't changed and I'm happy to assume, know, find out, dismiss and generally enjoy things without stress until they do. You seem to have the philosophy.

S7 I assume then you have your money split equally between the two. That would make sense based on your analysis. Or probably not. Level playing field and all that....