Member Info for Lewbo18

Surely not. SEYE have been working with Volvo for years? Couldn't be another defection.

Safety features were sold as expensive extras instead of standard equipment. https://qz.com/1590040/trust-in-self-driving-cars-may-crash-after-boeing/amp/

https://www.thedrive.com/tech/27359/mit-study-showing-high-functional-vigilance-among-autopilot-users-comes-with-massive-caveats

Hey Bax, will hold you to the 4.4p then. Please don't wimp out us there's a good chap!

Hey Bax please post to confirm you have focked off, there's a good chap. Strong right hand, head down and follow through!

Looks software based as opposed to chip at this stage. But A$7m is again underestimating the value.

Now, another transformation is underway, driven by requirements for autonomous vehicles. This new phase will be characterized by technology such as artificial intelligence, augmented reality, driver monitoring and interior sensing. https://www.visteon.com/company/about-us/

When things are optional the chances of external factors influencing auto are higher. NCap in europe is coming and will be the forerunner to worldwide Ncap requirements for 5 stars. EU legislation is progressing and will cement the auto requirments for DMS. Brexit, OEMs changing models, worldwide downturns, mergers, acquisitions and so on will/may vary OEM production targets each year by percentages of their overall output. Main car players will continue to produce in millions. They will have to have DMS for safety (and convenience). It is happening! OEMs are getting hammered for emissions scandals, getting fined many millions. They are still in business. Political issues in my opinion have less effect than we think. OEMs can move production wherever it suits them. DMS will be integral no matter where cars are made. We are moving closer to #DMSDAY

Don't SEE have a tie up with NZI insurer in New Zealand. So we have 2 formal insurance partners?

I assume the data comes from Tuscon but weren't SEE opening up a datacentre in Canberra as well.

Guardian on every breakfast table! Brilliant new market.

SEE get the monitoring. NSI dont have to pay out as fewer accidents. The truck companies have less accidents and get a discount on their premiums to make it cost neutral. And employees get home safe. Everyone's a winner.

SEE state a Conservative 25%. Personally i think 50%+ is conservative but its all speculation. SEYE think they will 40%+ lets see what happens this year.

I am not aware of anyone stating SEE would win 75%. Who started this rumour?

Nobody knows for sure. This is BB full of speculation albeit researched. If i thought Toyota and VAG were priced in i would sell up.

S7, who expects Toyota and VAG wins for SEE? Apart from a few people on this BB.

I get the impression that the issue in installing rather than selling at present. From Twitter we know there is a new company in the UK who are installers. Maybe this model is being replicated elsewhere. Perhaps the distributors only had one or two people installing. It looks like Paul is working on an installation support system. Perhaps these installers can be brought in to assist the distributors get through the numbers. If that is the case then 200 a week may be feasible.

VSI can block any takeover with what they have. All major shareholders will have to agree.

Terrym, think you are right, selling big but some big buys going through. Augers well for 2020/21 timescale that is some people's target.

Yeah good interview. Looks like Paul has a good logistics application to fleet.