Member Info for Lostinfrance

I honest Couldn’t say, if or when we get to 40- 50 p I will be very happy.

Paul said 900 Aus dollar contacts this year and in future years too.
I don’t think he intends to miss this opportunity, it’s just wether it’s a new investor injecting the money or a takeover, I’m my opinion.

In Paul’s last proactive video he stated that there was RFQ’s for 900 million Aus dollars, but they would have to decide how much to go for.
That’s why a fundraiser isn’t ruled out as money would be needed if they went for a large percentage.
I can only surmise that if they have a institution who is willing to make a big investment then they will go for a large percentage of these contracts. He actually seemed excited by how it would transform the company and the size of our DMS market.
When he expects there will be only one or two DMS providers in 3 years time, it seems he classes us as number one and he even seemed to suggest there would one be one main supplier.
Perhaps he has had talks with Qualcomm about a takeover, and they are ongoing.
We can all just guess for the time being. I expect a fundraiser or takeover would make some very rich people here.
Imho

Did they say what % they had acquired?

A good write up to share around from them.

If they do a placing to quote for all of the RFQ’s don’t you think it will be a institution that buys the shares, as they can’t get enough on the market.
Paul did say they would make a decision on how they proceed with the quotes over the next 6 months.
On a previous proactive interview he also stated they were contracts/ RFQ’s been worked on all at various stages. He seemed to infer that some would be announced soon. Imminently even??

In the 3rd generation snapdragon we are a optional extra so not sure if we are in this model, but we are in all 4 th generation snapdragon systems.

It’s certainly taken a long time but we are on the last few minutes of the ticking clock.
I can’t say if it will be this year or next when the money starts rolling in and lots of new contracts RNS’s are announced but we are certainly the leaders by a mile and wether we have a 60% or higher market share the SP will certainly react and be a hell of a lot higher than now hopefully 10x like some are predicting.

They hold 7% in herald inv trust too, which I seem to think had invested in us.

Does it state how many cars snapdragon 3 is in , and expectations for snapdragon 4?
Because we know we are fitted as standard in 4.

The box that Zequic posted on telegram looks fine but where does that go for occupant monitoring? I still favour us with it discreetly fitted into a mirror assembly. -
SE have been working with OmniVision for since 2018 it appears. The difference between the 3. 2018 was the OV2311 camera, 2020 the OV2312 and video conferencing when driving (why) and yesterday was interior sensing, so an OMS product.

14 May 18 - OmniVision and Smart Eye Introduce 2-Megapixel Imaging Solution for High-Precision Automotive Gaze and Eye Tracking Applications
https://www.prnewswire.com/news-releases/omnivision-and-smart-eye-introduce-2-megapixel-imaging-solution-for-high-precision-automotive-gaze-and-eye-tracking-applications-300647390.html

11 Nov 20 - OmniVision, Ambarella and Smart Eye Partner on Automotive Industry’s First Combined Driver Monitoring and Videoconferencing Camera Solution
https://smarteye.se/news/omnivision-ambarella-and-smart-eye-partner-on-automotive-industrys-first-combined-driver-monitoring-and-videoconferencing-camera-solution/

20 Jul 21 - Smart Eye and OmniVision Announce End-to-End Interior Sensing Solution
https://smarteye.se/news/smart-eye-and-omnivision-announce-end-to-end-interior-sensing-solution-2/

Good opportunity for anyone who has spare money to spend, it seems quite a lot of smaller companies has dropped today. I topped up in the 9 ,s quite happy and overloaded really.
It’s a sit and wait now, no need to watch every minute wait for news and revenues to start the ball rolling.

Lots of small trades nothing material, but we can keep our fingers crossed.

If they have to drive like the french then, tight up the arse of the car in front and overtake on blind corners and crests of hills. They must be the most dangerous in Europe.

I imagine a back hander somewhere to get exporting again, if we get permission back into the 20’s if not or if it’s dragged out then we fall.

As some have said before most people on the street has never heard of driver monitoring, it’s a new technology, probably same to private investors, it’s only when our name gets out, profits are better than forcast, future looks very positive then there will be more interest in the shares, hopefully by that time the SP will be a lot higher.

I seem to remember that we were working with Qualcomm for many years before anything was announced

He did say at least similar to mobileye take out price which was 15 billion, but we do need to get those RNS flowing and build our future revenue stream for this.

Totally agree soulboy, we are a tech company and we should look at exponential growth not dividends. If you need a regular income keep selling a few.

30 cars on the roads in the next 2 years is big but once Qualcomm snapdragon gets in new cars, how many cars will we be in? They are in 18 out of the top 25 OEM’s I belive.
Hopefully we have a steady rise then bang 2023 and snapdragon hits.

We shouldn’t forget Colin only talks Auto.

It’s a long discussion but worth listening too, just to be in the snapdragon system will get us into the majority of OEM’s
No more complaining when we go down a few tenths of a penny as soon we won’t be worrying about small movements like that.
Enjoy the journey.