Member Info for NathanR999

How many of those 80m are legally required or mandated. Gobbing off without understanding. Bravo

C35 to 40% of 10million cars yearly. Kinda fits based on won business so far. ISB clearly no mathematical genius. Most business in2027 could still be awarded yet. But you know that don't you 😏

Just to add even more to the pot on the valeo DMS pages they mention a TI SoC based solution. Now Smarteye have done stuff with TI but essential we are hardware agnostic as well as tailored or embedded via NPU or preloaded routines. If See knew the award wasn't them then I wouldn't imagine NdF and another SEE employee would have liked the post? Curiouser and curiouser.

The original linkedin post this guy shared has now been liked by a couple of see staff including NDF. Hopefully news soon

I have asked a question about software tier 1 on the investor meet portal. Along with about 10 others..... they might answer post meeting if not covered during allotted time. Nit expecting much extra colour tbh

C0.75% of issued shares. Wonder who is on other side of that trade?

If iron tablets gave gastro disturbance then accrufer would be a sensible alternative rather than iron infusion in hospital. Definate use case but uptake for this use case might need more evidence base but a sensible doctor should explore if iron deficiency resolution becomes standard of care for long covid patients

My take on microstrategy is markets without a route to an ETF like say UK.maybe using it as surrogate. It could be in a tax efficient wrapper like ISA or SIPP. Easiest path for the herd if they don't want self custody and no access to regulated product. Also the future value being priced in for what is a large holding of BTC. Just.my humble opinion

Disappointing answer. Been invested 10 years and have literally nothing to say about the companies operating in an area that of technical mandated requirement. Says it all really. If you are really that jaded in the while business area across all the.major potential companies to.invest in this space why haven't you sold up yet? Been several points of liquidity to do that a prices higher than today. Surely you if you have no further trust or belief you would sell right? Why no exit and put your capital to work elsewhere? 🤔

OK baxter so for a new investor interested in DMS space who should they invest in and why? Tell us the things we need to know to make that choice. Are we going Cipia, Samrteye or SeeingMachines. Show off your critical.analysis skills

Could doing some heavy lifting until rns'd unless the tier 1 can only be them as its a tier 1 who we don't usually work with. Ncap score on magna mirror may trigger some choices.

Very frustrating. London market aim or ftse might have a more reality based pricing take on companies but definitely feel we are not pricing in the future at all.

Https://www.redeye.se/research/986055/smart-eye-routine-visit-to-the-optician?utm_source=report&utm_medium=email¬ificationId=5b09cd8b-02fc-4ba5-b23e-50ea2d06c271

You may need to register to view. There is a a Q and A portal to ask any burning questions you may have to assess any competition to areas of our business....

Teammate from some digging is likely in-House with their woven subsidiary. No idea if any good or if dms from see or seye will replace over the years

Looks like Redeye analyst is digging a bit harder than usual. Seems to have grown a pair. Very evasive tone from.Martin Krantz

Market down for Smarteye 5% at open. Still no numbers for cars on road either total or quarterly. Market really needs to give more credit for our transparency on this.

Https://www.smarteye.se/investors/press-releases/press-detail/?slug=smart-eye-year-end-report-q4-january-december-2023

We probably do have this well underway. There are several strands to this. MAGNA likely need dms/oms camera and the alcohol expired breath sensor working togther to prevent spoofing and visual verification of occupants and driver as part of an interlock system. Breath levels can indicate intoxication differently and at different times compared to pupil state, eye mobility and lid drooping for instance. A dms only version maybe neds more data in controlled environment to build model. This isn't going to be done in real world due to nature of the impaired driving. Drug use and different drugs will have different effects on eyes and again needs careful calibration. The PhD and the study referred to in this thread means we are spending or supporting that data and algorithm. We have several.routes to something that isn't mandated yet BUT US may do this and we will be ready. A better feature than some of the mood sensing Smarteye claim for there offer to ensure the spotify playlist cheers you up which is likely to be hoodoo vs measured pupil effects etc.

Would be interested to hear what our estimated experts on how Seeing Machines is going wrong see as the areas Smarteye that lead or surpass SEE in delivery and ability for context and comparison.

Ie auto revenues in USD per year or quarter compared

Cars on road as over Feb 2024 as a total

Numbers of fitments in trucks compared

Current cash position compared and probability of a rights issue

Also would be good if the expert commentary could be extended to Cipia and Tobii if they have time.

What would be market access point for competitors to enter aviation and how would the competition achieve this?

How would competition need to operate to convert their market leading position in aftermarket trucks and commercial into a high value arr model and how much would this cost them

Just for context...

Any numbers for smarteye in the comparable last few quarters? Or tobii? Or cipia?