Member Info for Lostinfrance

It’s interesting that he states auto alone is a billion dollar market and they are been conservative with a 35-40% market share.
Our valuation now by LSE is 377 million pound, about 490 million dollars at 1.3 exchange rate.
If your taking 40% so 400 million dollars a year, a sp of 10x is 4 billion right.
For a tech company that’s still way too low.
He stated also that the Toronado Fund wanted more than the amount they purchased so would have to add on the market.

Is that including us in Qualcomm? Snapdragon. Or will that be on top of 40%

I personally see the Qualcomm deal giving us a very big market share.

With fleet I could never understand why a standard chip DMS couldn’t be used, as is being installed in cars, perhaps not on the spot monitoring but surely it can be linked to email, text alerts to the company the driver is working for, at the same time the normal buzzer, or vibrating seat system even stopping the truck.

https://www.proactiveinvestors.com/companies/news/944479/seeing-machines-raises-us10mln-from-share-sale-to-us-based-toronado-fund-lp-944479.html?fbclid=IwAR2V42udvNt_i0F-AtXIgy4zDlw0GINaHwhWL6IIvf79_ipJXhM9in7Nz98

Where did you get all the holdings from? I had not seen the smaller holdings before plus with today’s rns there will be more shares in issue.
I think when we did a voluntary survey here about a year ago there was around a 6% holding from the LSE board. You can never say if it was accurate though.

I dont know if your responding to green blobs or me lol.
Realistically look at projected profits and x by 20? To get a SP.
What would you value a tech firm at which has just started it’s journey on multiple fronts.
20 times or higher I would expect,

No body likes any share they hold to go down but it happens you either live with it or put your money in the building society.
We have had great news and so rise over the previous 4-5 months, especially with Qualcomm in my opinion.
Now that we are getting cars on the road and RFQ ,s out there, everything ticking down to mandatory DMS in Europe.
Aviation’s deals because more than one in play, could be announced at any time.
Guardian units increasing every day and mileage covered, shame no fitting into new trucks at the moment but I’m guessing that will come.
It just seems we are a coiled spring and one day it will pop.
With all the ii,s who have over 50% plus other large holders who have under 3% there is a oppinion among professionals that over time we are going to be a very successful company, perhaps not independent though at some point.

A few big sells today pushing the price down, it’s who is picking these up that’s important, if it’s a institution or if it pushing someone over 3%

https://www.ii.co.uk/analysis-commentary/five-aim-shares-generate-long-term-growth-your-isa-ii515418

Angle is one of their top 5 Aim shares, also seeing machines which I expect will be a lot higher over then next year as DMS become mandatory.

If the car production is slowed down would that mean the snapdragon 4 would be in more vehicles earlier than expected once all ready. No point a oversupply of 3 if it’s going to be superseded by 4. Just a thought.

I think all posters with a low number of posts should be ignored, they all turn out to be a max after several months. I really think the likes of max makes no difference to our views but he gets off on winding us up, just ignore the lot of th3m.
Once the price moves north then they disappear again.

I belive the beauty of Qualcomm is the hard work is done, seeing machines chip is there and in reality they are doing the marketing.
We keep ahead of the market with upgrades and new features.

It’s a waiting came untill the revenues start rolling in per car, over 20-23 OEM’s use them. not sure if we get a upfront payment from QC from this but the deal is massive.

That’s why I go to make a fuss when our share price falls a little bit like Telegram does.

It’s optional what the OEM wants on the system, but if it’s a chip it’s probably just turned on if they want DMS so a win win either way. it’s going to to needed in Europe anyway so can see a large part of those will use it.

But none of those are in future revenue calculations, so all upside for us.

The markets are all going down but what better time to raise your stake. Nothing has changed here, the Qualcomm announcement was major, already in the snapdragon 3 infotainment system with 29 models I belive, and close to been in the snapdragon 4 system. They stated they only work with the best, that’s why they work with Seeing Machines.

https://twitter.com/i/topics/news/e452895960?cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email

The only thing with telegram is 96% of posts are just crap, at least we have serious researchers who post more on here like herself, but I don’t see why the likes of max even post they don’t sway anyone either way just annoy people.

The proactive video well worth watching, especially for new holders or looking to buy.

Occula tips the balance to Seeing Machines
This point made, in addition to safety performance, having a cost-effective system will be key to win large programmes. The use of advanced accelerators such as Seeing Machines’s Occula dramatically reduce the silicon processing/footprint and power consumption attributes, enabling most cost-effective system positioning and integration for OEMs to meet NCAP/EC. The prime example here is integration of ADAS and DMS in the rear-view mirror location as discussed by Xilinx, Qualcomm, Continental and Gentex. This requires a very low power solution (due to heatsink limitations) which is difficult to achieve with intensive graphics processing camera solutions such as DMS without sophisticated hardware accelerators.

I couldn’t get the cenkos report but googled it, if you register you have to mark yourself as a institution or investor of high value and you can read it.
Very interesting read, they seem to guess fleet numbers, lowered 2023 forcast by about 50 installed, why they can’t forcast that accurately.
I think this part is interesting-
Premium or In-Vehicle-Infotainment – Seeing Machines likely to win greatest share
The two lead suppliers for Premium IVI applications are Qualcomm and nVidia. Qualcomm announced a partnership with Seeing Machines at CES2020 which it then built on at its Automotive Redefined event last week.
I would imagine with the chip( cheapest and best) solution we should get lower cost cars too.
However, initial applications will see disproportional wins for the most advanced systems, at the size, flexibility and quality of the Qualcomm platform clearly put it in a strong position. With strong OEM relationships and a first mover advantage with Google for Android Auto, as well as Amazon, we see Qualcomm as the favourite to win a leading share of business in this segment. And whist smart infotainment market is not currently a large portion of the automotive market, it is clearly growing rapidly and we believe it will become an essential feature.

Plenty to read through.