Member Info for Maplinman

https://www.antennagroup.com/case-studies/transloc

Clearly, new US PR group is giving SEE a makeover for acquisition a la Transloc:
https://www.svcimpact.org/durham-based-fundedbyic-transloc-acquired-by-ford-subsidiary/

Regardless of macro situation, SEE represents genuine value. #Team300

Another odd RNS: well done SEE. It raises more questions that it answers, which is always a bad thing. Glad to see the back of Jack. Wonder if Kate will fit the bill?

Presumably, we do expect SEE to be taken over inside 12-18 months, once it becomes clear they 'own' auto DMS across the globe (US=tick, EU = nearly ticked, Japan= will be ticked) as well as 'fleet' (never mind aviation). Xilinx seem the most likely to me, followed by Intel or Qualcomm etc. Any other thoughts on this?

I think SEE has gone past the time when it makes sense for any Tier 1 to buy [Bosch apparently took a good look up its skirts but wasn't prepared to pay up - wonder why?] Still, consolidation between auto oems and software cos is going to increase, I'm reading.

Curiouser, maybe you should change your name to 'Mildly disinterested'? lol

Redindi,
I couldn't agree more. This is quality research, as ever from JC. It's in the DNA of this board is that everything is up for discussion. That's why it is the best board I've ever come across. Kudos once again to those dudes who go the extra mile in researching for us all.

Could someone who knows about technicals tell me, is a double bottom really forming or is it all arse?

Ironic that Ken went on the anniversary of D-Day. in retrospect this video was prophetic:

https://www.captiongenerator.com/1186112/Share-price-meltdown

S7 if you are on the drink I'd advise you to stop: it is clearly acting as a depressant. Smart Eye are better than SEE only in one respect; at marketing themselves.

Forgive me if I'm unimpressed ET. You've previously refused to face up to the failings of the SEYE DMS which make it unsuitable for any car travelling at more than 37 mph. Now you're telling us you've bought more SEE. I can't take you seriously until you do some serious research. You should apologise to the entire board for your silly comments previously and beg our collective forgiveness. Until then, you can Pogue Mahone.

Stop press: SmartEye wins contract for DMS from a supplier who isn't prepared to pay for a system that operates above 37mph. ET comes out of woodwork to say SEYE are great - something that has been disproved by 2 premium German OEMs (BMW + Mercedes), US OEMs (Ford, FCA + GM) and will shortly be shown to be BS by the likes of VW, Toyota, etc. Remember: SEYE wins only the contracts SEE doesn't want.

I don't think SEE bid for this contract. If they had they would have won it. All the OEMs that have SEYE system appear to be unhappy with it. Audi A8 'Traffic Jam Pilot' has been shelved (until 2020) effectively dropped into the long grass, probably waiting for SEE to announce they're taking over. A sub 40mph system isn't acceptable to Audi when Mercedes are launching S level with SEE DMS that can work at any speed. Similarly BMW ditched Smart Eye, which is very unusual. Anyone seen any marketing of BMW X5 DMS? I've not. (Best forgotten until they have SEE system).

https://www.autonews.com/article/20180927/OEM04/180929798/at-bmw-a-camera-can-now-monitor-x5-driver-attention

"The fourth-generation X5 is also smarter. BMW is introducing a semi-autonomous driving system that allows for hands-free and pedal-free driving on limited-access highways and at speeds below 37 mph."

I wouldn't describe it as a 'great' interview. If Rudy was a burger he'd be all relish and no meat.

In fact, I'd be happy to swap Mike Lenne for Rudy Burger on the SEE board.

Yes agreed. By the way, I'm confident Volvo is in the bag. (Awaiting, "premium Swedish OEM with a global rep for safety" contract win RNS: https://www.cnet.com/roadshow/news/volvo-safety-push-big-brother-interview-report/?utm_source=dlvr.it&utm_medium=twitter

Looks like our chums over at Peugot need a decent SEE DMS. This is hardly fit for purpose with the coming NCAP standards and legislation: https://www.peugeot.co.uk/technology/latest-peugeot-technology/intelligent-driver-aids/

Baxter, when SEE announce Volvo and VW contract wins this should double. That should happen within 2 months according to the RFQ timetable. I'm sitting tight till July. If you did a bit more research yourself you'd be more confident about the prospects for a decent run from here.

We may not be millionaires but if we've got our health and love we're rich despite that. By the end of this year we should also have more money too.

A8 looks smart because SEE wasn't bought last year and poor management re. fleet became clear to all. Had it been -- and I believe it came pretty close -- he would have looked a prize chump. SEE is still a sitting duck and every auto contract win makes it more attractive to a number of potential acquirers. The management has also been strengthened and, with funding in place, we should go on a great run from here.

Chin up old, boy.

Just to make it clear I'm not into gratuitous racism: https://news.paddypower.com/propaganda/2017/08/26/brief-history-paddy-powers-lucky-pants/

Baxter, you got your lucky Paddy Power pants on today?

I've bought more after hearing that Baxter is all in. Kids are crying for new trainers but no, I'm investing in SEE cos Baxter is not the sort of guy to throw his money about. If Baxter is saying bet the house I will.

Good to hear from you anyway. Don't let the bastards grind you down!