Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://www-thetechnologyletter-com.cdn.ampproject.org/c/s/www.thetechnologyletter.com/the-posts/qualcomm-cfo-palkhiwala-we-are-becoming-a-different-company?format=amp
Near the end of the article in the M&A section I particularly liked this statement. M&A focus exclusively "outside the handset area going forward, he says "it's more about things that fit into our diversification plan" in autos and IoT. I certainly hope they have locked their sights on Seeing Machines. Let's hope so chaps.
S2030, I reckon you are pretty much 'bang-on' with why our share price is being held back by the MMs, when you consider the stage SEE are at now compared to a year or so ago and the multiple contracts that SEE are about to win in the coming months. However, the simple fact remains that we still are not making a profit and we have still yet to announce any of these billion plus RFQs and aviation that we believe are on the way. Yes the MMs are exploiting the situation massively, simply because they can (just a bit of business). Hopefully things will be different by the end of January 23 post CES and a few contract wins, but only if SEE can RNS contract auto wins of significant value and hopefully an aviation contract too. Anyway, seems to me that patience is required as ever chaps. GLA LTHs
Paul did recently say that Seeing Machines would licence out to one or two tier 1 avionics partners. No restriction it seems. But I honestly cannot wait to see the first 'significant' aviation RFQ get over the line !!
Happy to hear PMG state 'we are managing right now our first significant RFQ for aviation - Lots of good things happening around that'....... Very pleased to hear that from Paul. (right now is closer than imminent - I reckon) hee hee
I do imagine and hope that, as SEE are co-developing products with the largest aviation OEMs, Collins Aerospace and CAE, that there is really no need for SEE to have a booth in next weeks I/ITSEC exhibition in Orlando. SEE developed the technology, SEE are the only supplier with an aviation tested product and therefore SEE 'own' this space. Anyway, let's hope that we are all pleasantly surprised next week. GLA
Could it be interesting that SEE is running a short extract of Paul's recent investors speech about aviation.... ??
Paul quotes 'we are the first DMS player to have eye tracking technology that is going to be deployed in an operating aircraft. This is a very important moment. And it is that win and accumulation of other small wins, but also our ability to attract direct attention of airlines and airline OEMs, that is drawing attention to us in that space'.
I am beginning to feel a little excited as the I/ITSEC Defense / Security Exhibition starts next Monday in Orlando...... Hopefully a very important (long awaited) Aviation RNS to come. Fingers crossed chaps.
Thanks again JC, great research as usual from you and others on this excellent BB. It seems to be an excellent Patent on the Detection of in-vehicle Mobile Phone Use by Seeing Machines which will add to our IP moat and could be financially beneficial too. I must admit that I am beginning to think this old share might just start to rocket in the coming months. And as expected, there will be many more disruptive posts in the coming weeks in a bid to force 'weak hands' to sell their shares and tree-shakes from the MMs..... Hold for gold chaps. GLA LTHs.
Posted on LinkedIn this morning chaps... https://www.linkedin.com/posts/seeingmachines_aviation-safety-technology-activity-6993784641681833984-Eq-j?utm_source=share&utm_medium=member_desktop
Let's hope it is a sign of our aviation pipeline starting to flow.... (a contract before Christmas would be nice) GLA
What a great post Tmc, I think you have summarised the situation we are in very well with our investments in SEE. We all believed in the technology and that's why we are invested, however it is the timing of the return on that investment that has probably been the main frustration with most of us. It does however, certainly seem that the next 12 to 18 months or so will transform our hopes of a healthy return on our investments into a reality, and there is also a real possibility of a buyout from one of the tech industry giants who have recognised the true strategic value of owning SEE and its IP. GLA and a little more patience required chaps.
https://twitter.com/MrMikeyKins/status/1585372355505041410?s=20&t=rW6Dh35xygiY6PAQqTDpZg
Quote - tech that is soon to be mandated in Europe and the US, valued at only 7 pence a share?! Crazy right?!
Seems people are slowly starting to notice. Patience required still chaps.... GLA
Steady on Amur, why be positive when you can be negative (as you are consistently) old bean !! I am not being a cheerleader for SEE, but when the strongest and biggest tech companies such as Qualcomm and many other giants are all down 40% or more..... Seeing Machines is actually holding up fairly well and it certainly appears that our share price is set to rise into the last few months of 2022 due to the expected overdue RNS's that Paul said have to be signed very soon. Let's hope so anyway and chaps. GLA
https://www.linkedin.com/feed/update/urn:li:activity:6985546170437619712/
Nice new article in LinkedIn this morning on the Collins Aerospace / Seeing Machines safety technology being introduced to the airline industry. Let's all hope it is a precursor to our long awaited aviation contract folks....... Fingers crossed chaps. GLA
Wow...... L84, don't hold back there!! It seems that you wish us all to believe that this is a hopeless share and we should all sell up now then ? What a joker. As always, do your own research chaps and ignore 'certain' types of posts. GLA.
https://www.linkedin.com/posts/colin-barnden-1081376_dms-oms-irleds-activity-6980118804617940992-u0_F?utm_source=share&utm_medium=member_android
In Colin's write-up I particularly liked the sound of this bit.... 'Big tech companies must get the Seeing Machines development kit, put it in the hands of their most creative people and completely redefine what is possible in the ****pit. The future is literally looking everyone in the eye' ... when will something happen is what we all really want to know.
Soulbury, it is very strange indeed that Paul McGlone is almost trying not to mention the 'elephant in the room' that is Qualcomm. I feel that something is going to erupt. I hope so anyway. GLA... patience required as ever.
Safestock was convinced that SEE would win the upcoming Volvo X90, if anything cares to check back a few of his postings. Anyway let's hope it is us and all will be revealed early November it mentioned in the article. Fingers crossed chaps.
Thanks for your post S2020. This is a very nice add-on to future revenue streams from China which the company had previously dismissed, but it is now available to SEE due to groundwork having been done by QC, Magna and other Tier 1's. This should result in higher future forecast revenue figures. I also found it interesting that they recognise that in years to comedian, China is likely to produce up to 30% of global car production. Wow. GLA LTHs