Member Info for NathanR999

This will be extremely difficult to get traction in the UK as there's aren't any uk reference sites and there is a very dominant supplier in all of the key sites. Large teaching hosps, ukhsa and phw etc on.long contracts. That supplier access the.markets directly and is embedded with the large manages service contract providers. The direct supply is key as that allows competitive pricing vs test supplied via distribution like launch. I wouldnt read to.much hope.into the advert on linkedin. Total.uk value for that product at 100% is only 20m revs and launch wouldn't likely make more than 2 to 3m on that at a competitive price. The anatolia geneworks/mikrogen products are.not great having used them.myself.

Will be interesting keeping tabs on this guys content as he may cover the Kia ev3 and that is likely smarteye dms. If similar things are said then it could be a common thing. Buy cheap, buy twice is my motto for life. Works for lots of things clothes ,shoes, tech. Except many ev's and cars aren't cheep any more , buyer expectations should be set high.

Has this guy reviewed a known proof positive see containing car - that would add perspective. My nagging fear is that customer pushback once all cars are mandated in eu is universal and see also seen as problematic. Absolutely key for advanced hands off eyes on adas but for general driving maybe issues yet to be brought to view.

Will be interesting keeping tabs on this guys content as he may cover the Kia ev3 and that is likely smarteye dms. If similar things are said then it could be a common thing. Low

Anyone got views on dx value as combined business of launch and coris? Money back , more or less? Post covid dx businesses have struggle to replicate covid sales from other streams. Would this be mirrored here? Do we think dx will be cash generative this year or next?

Just back from bro in laws. He has new ex30 and turns dms off and lane keeping on starting. Lane keeping is all over the shop and very aggressive on its moves. Dms bings all the time and hates it. Has latest update. Happy with car per se but admits some of tech suboptimal. Make of that what you will.

Next tranche 11/9. Ho hum

Brief look through. No Golf. Most additions are not camera based. Only suzuki swift and score was not good.

Usd is roughly 1.5 x ausd so roughly 26mil ausd comparator if maths correct.

Having seen CBs comment in the deal there several aspects here that are positives. Several revenue generating design wins funnelling revs to us. They maybe small but they come to us some of the overheads can be extracted over the integration period. Valeo have invested a lot in the combined volume solution for adas/OMS/dms and likely this pitch first line to oems with our software now not in house. Magna will also be doing this. Both tier 1s have serious scale and reach and one hopes because it's pitched as a one box solution pre qualified the implementation time, NRE and integration prior to SOP will.keep our selling price higher per car. Tier 1s can shield a lot of risk. Even Mobileye is likely acting as a tier 2 for adas controller much of the time it would seem via Magna and Valeo. The chips to.allow one box we have been working with silicon producers and our software runs on silicon in section of the chip with low overhead on performance as I under stand the tech etc. Correct me if I am.wrong.

This collaboration to.me.seems more likely to stick than software at a price alone.

The ncap scores for the next tranche come out tomorrow. Hopefully the new golf is included and the score is maximum or at least very high vs maybe other camera dms. Maybe this might tumble some large 2026 mirror contracts. There is still a large gap to fill for eu cars per year vs awarded volume in 2026 when camera dms is mandatory. Now til then is likely sorted with existing awards for.enhanced adas using the camera route vs low price compliance with steering wheel. Magna and Valeo will be key for the next few months for new awards for 2026 and even more so beyond. I can certainly see both parties doing more than 50% of share of fitments but again the KPI we choose to disclose will tell the story. Why aren't we hearing this from competition esp ones that are usually very vocal.about pointing at probable customers cars at shows - why the disconnect?

Https://hubs.ly/Q02FM-3g0

Cipia win, European sports car oem.

If it makes you feel unwell or depressed holding this share (or any other) then top tip. Sell and liberate yourself and put your cash in a tracker or cash isa. If you think it's going to zero surely your plan should be capital preservation at this point whilst you can. I am not a financial advisor but moaning and moaning until your share dwindles to zero without selling says more about you than the share.

Key thing is enhanced collaboration with Valeo. It looks like we hit the shelves by magna or valeo and maybe max 1 or 2 others including direct from see.

Paul mentioned that acquisition or licenses for bolt on IP but I would imagine valeo see asaphus as non core and a staggered payment for us means no dilution as it stands.

Could be good, market likely will spank us again based on recent probability.

Wonder what the unique ip is? Wonder what gap we had?

Hopefully the gap if present hasnt caused us to lose out an award

Jeez. Imagine spending 50k on a brick with wheels. The liabilities in this could be interesting. Smaller providers will be stretched on legals. Magna and valeo partners will take a lot of this strain as tier 1. Friend from school was high up in Vosa and he rails against touch screen controls as fundamentally less safe than defined buttons. Wake up call for.oems I reckon. Will take a few years to.feed through.

It's almost if having an NPU on defined adas or dms chip could avoid all this. Wonder who does that??? Hmm.

Have said before sdv will be horrible for users. Will be a real issue for a software tier 1 to get lined up with other software to have anything working. In theory and based my understanding the magna mirror houses mirror, adas forward camera or other sensors and the oms illuminator and camera. Depending on Adas it may also house the adas/dms specific chip rather than central.compute although a line to.the central computer may also.be a route.

The Seeing Machines NPU component on a chip looks route 1 winner for me when this shakes out. The mirror looks genius move esp as other OMS/Dms may have two cameras.and maybe even 2 software suppliers. Surely common sense suggests simplicity reduces cost and ease of design and execution. Would certainly feel better with another 1 or 2 announced mirror wins to validate this mind. This investing lark is hard work. I hold some blackbird shares and similar.experience. their cloud based video editing could deliver something truly special but has been a hard hold. Some green shoots and if they execute in a way that delivers on thier pitch and chat it could be massive. The key thing for both see and bird is maybe and could and the.next year will be key in bringing light on success.

More information in Swedish

https://carup.se/volvo-ville-sla-tesla-med-ex90-vi-varnade-dem/#google_vignette

Anyone wanna do the translate stuff

Https://techstory.in/volvos-ev-dream-on-hold-software-failure-leads-to-returns-and-refunds/

There by grace of God but seems volve issues and some comments on difficulties on software defined vehicles.

Have we backed the correct horse - I think so but aimwpuld say that.

Which is roughly 40 to 60p. Can't remember what the share price was then.

A tranche of commerixal vans, cant see any that mention camera dms whcih didnt surprise me. Another tranche on 10/7 so maybe cars on this one.

Surely invested in SEE you would have some insight?

What vehicle do you think the magna mirror is in from a large german oem? Surleynyou