Member Info for Lostinfrance

They do publicity on twitter and Facebook, but only a certain group of people will probably see them.
Perhaps we could comment on each one as you say, with a list of who they are working with, or even Lewbo s chart.
I don’t know if it would do much good as realistically it’s a sit and wait game.

We have been stated to be in the 4 th gêneration snapdragon, I would assume this still applies to the Chinese market.
With snapdragon 3 it was a option for the manufacturers.
I think once we get numbers sold going forward then Qualcomm will be the game changer for us, I’ve always said this since the announcement that we were fitted as standard in snapdragon 4

If your fully invested in share you either sell or hold tight and sit it out. I had some cash and bought more of Agl and See. Both seem to have great potential the next few years, here we just need the FDA decision which could land anytime.

Hi,
I see we don’t have very many people for a discussion board.
I was just taking a look as belive Qualcomm is going to be a lot bigger in automotive now, they bought Veneer out as it’s in the infotainment stack for Adas , there’s a good chance they will buy Seeing Machines at some stage.
Mobilleye and Nivida seems to be getting left behind with the adoption of DMS and ADAS, as they pushed for fully autonomous which seems years away.

This piece stands out- and Aviation likely to start to make a meaningful contribution following collaborations announced with Collins Aerospace and Airservices Australia,

We haven’t had any meaningful revenue up to press, so to announce this they must know that a announcement or contract is going to land soon.

You would imagine the amount of cars that are going to have the snapdragon 4 fitted as standard will dwarf the number of contracts that we already have.

It’s a case of will we get announcements for each one? Paul said we would.

Each update we are going to have higher figures and installations, we should also get many RNS’s in between.
I would really like to see guardian fitted as standard at manufacturing which would make a significant difference.
I think there is a lot of news that is not in the open yet, the company executives know but perhaps contracts not signed but may be just companies don’t want other manufacturers knowing what they are working on.
It getting closer, perhaps we were here too early but we heading towards mass market installation.

Paul said there will be only 1 or 2 DMS suppliers, Colin stated that the main players won’t stay indépendant. And will be taken over, so I guess it’s watch this space and see who the king of DMS is next year.

I would imagine the sales just from Qualcomm should double our SP, the hard work has already been done it’s a waiting game.

It seems with the RFQ’s the company gets a yes to a contract but then a lot of work is involved to get it to where the OEM wants and only once it’s ready for market does a announcement go out. Which is a long time afterwards.
I hope the quotes that are due over the next few months are not delayed where we know some are ours but still waiting and waiting for a RNS and monitory value to the contract.
On a plus side w should be due announcements from Ford for models not yet announced, and was the 50 million A dollar the full contract or just the first models.

I’m sure the Institutions that hold a large stake here did so because they see the share price rising each year, they would wait to 2023 on the basis that the price will not rise.
Everyone invests for different reasons, and those that’s saying it’s going to be another 2 years staying around this price are obviously traders as why else would they own them,

In the proactive interview in August I belive Paul was asked about breakeven, he spoke of 900 million of RFQ’s at the time and in the next few months they would decide the best way forward for the company and what they wanted to bid for, because of this he didn’t want to commit to talking about breakeven.
I imagine after the latest fundraising then there’s going to be a lot of expenditure over the next 1-2 years as we get new contracts, but also the returns are going to start ramping up quicker as time goes on.
So whenever break even comes I don’t have a big problem as once the momentum comes the profits will be rising exponentially and I’m sure the SP will react the same way.
I know it’s frustrating when your money invested hasn’t risen for most of 2020 but it’s coming you just have to keep working and have enough to cover your lifestyle untill this day.

Arm should never have been sold out of the country.
It’s like selling the Crown Jewels.

Can anyone load that onto a SEYE bulletin board, a nice piece for them to read over breakfast.

Can anyone tell me why the big drop from 350 last year to now?
I sold out a long time ago and just noticed the price now and seems cheap?

I think the reasons are out of their hands, the FDA application will have results when the FDA are ready.
There’s no reason for the fall nothings changed over the last year except more independent research and use which has all been positive, I see people talking it down for one reason to buy cheaper later.

I don’t think it’s for private investors, I may be wrong. Only clients.

So true, and we should have more wins through Qualcomm than anyone else.
I imagine they will have to announce how we get the commission for these, hopefully soon.

So from that and the fact that all new vehicles in Europe must have DMS in 2024 , you would assume the OEMs would use snapdragon 3 with DMS optional before this date to comply.

Number 8- win announced by Qualcomm?

It was my understanding that we are in Snapdragon 4 and snap dragon ride as standard.

So how will it work, we announce wins with each make ( which they must know now as stated in 23/25 OEM’s ) or a royalty with each car made.
When does Snapdragon 3 change the 4 being fitted?
It would be useful to have guidance on how many cars the snapdragon platform is expected to be in each year.