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Great question Soulboy and one I've been asking myself. Some Gen 3 cars are carrying DMS so it follows that SEE must be going into some of these.
My understanding that with OEMs QC will be leading project teams and it is for QC licensing SEE IP to inform SEE about the wins. Either they aren't doing so or somehow news is getting held back. It would make sense that QC is holding up news as leverage during preliminary takeover discussions imho. After all, once officially announced SEE stock rises substantially and QC has to pay up and/or face other bidders.
This situation can't last too much longer though as QC has promised to inform its investors as to progress in auto in November, I believe.
As soon as SEE hits 40p those now saying £1 is nuts won't be saying it ever again. Exact timing depends on rate of news flow but I believe by Xmas we'll be on our way. What isn't questionable (to those that are well researched) is that huge revenues are coming and not just for 1 year but for year after year after year. That's why SEE will be bought for billions of pounds very soon imho. It is has more value than Veoneer to Qualcomm right now.
XR, aviation, fleet, IoT, auto....hmmmm looks like SEE would be a great fit for QC. Colin Barnden certainly seems to be coming round to the idea of a near-term takeover of SEE. Hardly surprising given that Paul McGlone dropped some heavy hints in his last interview.
My view is that long before Tobii gets a bite of Seeing Machines automotive sandwich, SEE will have gobbled Tobii's lunch.
Read this on LinkedIn: "The #Snapdragon AR Smart Viewer Reference Design is the first AR reference design based on the Snapdragon XR1 Platform. But did you know it also includes support for an 8MB RGB camera with image stabilization, dual monochrome cameras, and head and hand tracking with gesture recognition?". Links to this: https://www.youtube.com/watch?v=xwSTpK_nWK4
If final, independent confirmation that SEE are in Volvo were needed, this is surely it. We should all be asking PM where the Volvo RNS is next week if it isn't issued beforehand. We should also be getting updated projections from Cenkos, I hope. Crazy that we're effectively only getting broker coverage from 1 broker when we're the global leader in one of the hottest sectors in tech.
RE: GM vs Ford over the word Cruise24 Jul 2021 20:32
Would be great if Ford renamed it SEE Cruise...
Btw, Fisker Ocean will debut at Los Angeles Auto Show in Nov. 2021. That should be huge and SEE ought to try and get some PR out of it. That car will be very popular and they are planning for event at CES 2022 in Jan also.
I'm confident Toyota will be us. Lots of deals being finalised, I'm sure. The good news is there isn't any time for auto OEMs to delay. We've wisely chosen Qualcomm and others to scale up production. Just a little more patience needed.
Shame about Byton but we're going into China big time via Qualcomm, I reckon. Plus, maybe Byton will be bought.
Yesterday's RNS, while conveying welcome news, failed to produce an immediate share price rise (have we got one today?). It's been a familiar pattern recently. How likely is it that Cenkos and Stifel are deliberately holding down the price while their clients, ie is funds and wealthy individuals accumulate? Maybe some of you L2 experts could enlighten me?
Stifel certainly seem to have gone cold on this stock -- after apparently getting some US funds in. Though god knows there must be a plethora of funds that could be buying this in the US.
Given SEE management and staff have their share packages sorted now is there any conceivable advantage to them for the price staying at this level? I think not (but I may be wrong). Therefore, hopefully, we must be set for a big rise come the results.
Alternatively, the ****-up theory is that Seeing Machines (and their broker) don't know how to write an RNS that sends the price of a stock up. Imagine not putting a figure for potential worth of the market in yesterday's RNS!
What I find surprising is that so few analysts seem to cover this stock. Just 3 so far as I know; Cenkos (house broker), Stifel (house broker) and Panmure (independent). Would be great to get a few more covering this.
Anyone here into cars in a really big way? I've driven the Mach-e and really liked the acceleration but it was a bit big and boxy for me. I'm sure the DMS is the best as it comes from SEE and beats the hell out of the Tesla DMS.
However, I do wonder whether a legacy ICE carmaker like Ford really can produce an electric car of the same technical quality as Tesla in other respects. I watched this video, which seemed to confirm my doubts (but I am no engineer): https://www.youtube.com/watch?v=qpf_7bKW7DM Thoughts? Is Munro the real deal?
Escovido, clearly Seeing2020 knows what's what. Intoxication monitoring isn't something SEYE can deliver. I'm expecting a lot of its investors to hedge their bets, at the very least, by putting money into SEE. It is clear to us that SEE DMS/OMS will be 'ubiquitous' within 2-3 years - the rest of the world needs to catch up.
Volvo really should have had someone from SEE at the presentation yesterday.