Member Info for Maplinman

Qualcomm has effectively just bought Arriver joint venture and let SSW buy the rest of Veoneer (the boring parts). That is great news as it means minimal integration time and cost to Qualcomm, so it has plenty of money left to make a bid for Seeing Machines. Great stuff. I reckon the share price will be multiples by Xmas. Hang me by my balls if I'm wrong. DYOR of course.

https://www.prnewswire.com/news-releases/qualcomm-and-ssw-partners-reach-definitive-agreement-to-acquire-veoneer-301391819.html

Hi,

First time on this thread, can anyone please briefly explain the bull/bear case for this stock? I'm just conducting some initial research. Thanks.

Apologies if this has already been posted: https://media.ford.com/content/fordmedia/fna/us/en/news/2021/09/21/new-ford-expedition-raises-bar.html

Ford is clearly loving SEE tech.

Separately, I'd like to make a plea to SEE for better share price management...You've done the difficult stuff, now get the share price up!!!

Phil,

I doubt RAAF would be using the tech just because it is Australian, too many risks unless they are sure it is the best.

As to Cenkos valuation for Aviation, zero seems a little too downbeat imho -- but certainly big license deals needed for fuller valuation.

You sound like a man who has sold down substantially. Ploughed money into any interesting stocks?

Well said Tel,

Fleet updates are a no-brainer as QC seem to be holding back news on the auto front till a time of their choosing.

I don't read tea leaves or charts but the price movement seems to indicate weak hands being relieved of their shares by a serious buyer. Anyone care to confirm? Thanks.

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.

It would appear Qualcomm wants to take diversify into aviation. I wonder which company could help it do that?
https://www.linkedin.com/feed/update/urn:li:activity:6834159634459303936/

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.

Martin should have provided this photo to illustrate what he means...pole supplied by Seeing Machines: https://www.thesun.co.uk/news/11817365/builder-metal-rod-stuck-up-bum/
(That Paul McGlone is clearly as strong as he looks).

That £1m has to be Brown or Griffiths.....found some loose change down the back of the Chesterfield sofa.....clearly someone knows about the big contracts that are coming before Xmas...mum's the word.

Sales of F-150 are so huge does it really matter? Seeing Machines is heading for 40p by Xmas then takeover. How I wish I had more cash to put into this baby.

Very sensible chap Griffiths, with a long history of spotting winners. However, we spotted SEE first.

And thank you for teaching me a new word Seeing2020.

HAGD, if you are trying to encourage me to sell you can pogue mahone.

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

We had a relationship with Mix Telematics at one stage and I have no idea as to its present status despite trying to obtain information. Still, good to know that DMS is in demand:
https://www.prnewswire.co.uk/news-releases/uk-s-largest-independent-bus-operator-chooses-mix-telematics-867246675.html

How long before we hear about factory fitted DMS for trucks and buses? Can't be long?

Great find TLS.

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.

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.

Fisker to open an 'experience centre' in LA, then Munich in H1 2022 and one in London in H2 2022: https://investors.fiskerinc.com/news/news-details/2021/Fisker-Announces-Global-Brand-Experience-Center-Roll-Out-Strategy/default.aspx

This is quite interesting: https://ec.europa.eu/docsroom/documents/45901

Well, when this is 40p+ remember the nerve it took to get us there. Looking forward to our Ice Cold in Alex moment: https://www.youtube.com/watch?v=ouYKeeTz7Yw

We know SEE is going into Honda cars via GM from past press reports: https://www.forbes.com/sites/samabuelsamid/2020/04/02/two-new-honda-evs-to-use-gm-ultium-battery-system-and-super-cruise/?sh=19a16cae789d

Would be great to get an RNS though.

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.

https://im-mining.com/2021/07/12/turkeys-kisladag-gold-mine-gears-future-mining/

https://im-mining.com/2021/01/29/cat-dss-fatigue-management-system-installed-contractor-detras-truck-fleet-pavlik-gold-russia/