Member Info for NathanR999

Apologies Cathal speaks not catholic.....bl***y autocucumber.

Https://www.linkedin.com/posts/cathal-friel-47b7931a_why-dont-people-in-south-county-dublin-activity-7148567485229768704-UDw2?utm_source=share&utm_medium=member_android

And as a final.point. See is an aussie company on a UK junior market known for some real rubbish cash holes. Seye is a Swedish company on a nordic junior market.

Both should be nowhere near any public market or if they are the should be on US Nasdaq. Both of these probably ought to be in PE and thinking of listing in 2-3 years way away from rainbow chasing 'when lambo' private investors and I say this sincerely holding 2m shares. GLA

The active safety bit of veoneer was c1.5bill usd of spend in cash from Magna. I think that DMS would be worth that to them and the Mining/aerospace would be a nice little earner that looked after itself as essentially very high margin income that needed little magna input and relationships would/could continue. They could hive off Guardian monitoring as a separate business of they deemed it non core or develop an arr model for a data business for other future auto monetisation for in cabin uses. There needs to be patience for sure. Some here are definitely down on PMG but we have magna and Collins brought in and importantly we out it our in public domain our numbers. That to me means something. Ask Martin at seye for their numbers.

Really cool tech. If they get in mirror dms working with clear view then the use case of mirror position becomes maximised past where a current mirror might be limited.

They are really joining up dms with adas and other in cabin sensors. Personally this is why having a robust tier 1 integrator doing heavy lifting is optimum vs tier 1 software. Of course each oem could just take raw dms signals into thier own teams set up and combinations of tech but the risk on this fornproject delay or failure could be high. Definitely 2 strategies developing but smarteye are just a software provider and PMG at the London capital markets day said essentially that is what see do too. There is no reason why we can't do exactly what smarteye do as a software tier 1 and we likely will do in some situations. I think we have a value solution not a price solution and that is what seem of us might be worried about. Smarteye have their research arm for market research and advert monitoring etc and that may aid OMS features and we have guardian/mining and aerospace to deliver revenues and that may aid performance and accuracy mission critical for adas and l3 autonomy. Aviation and aerospace could be really interesting and needs patience, guardian could if after manufacture delivers more guardian monitoring aftersales switch ons for lots of ARR. Hitting break even will be vital for both companies of course and market will basically be us and smarteye exchanging like for like blows for plus/minus 5% difference in share over time. The adds ons mentioned outside of auto oem work will be where we get to big numbers

Jins - new oem which means if they dms already its a loss for the original provider, if its new to the market or don't have cars on road it could be a smaller volume player and JLR for say land rover or jaguar might not have super scale on vehicles per year anyway. Importantly we won it and Cipia, smarteye and tobii didn't. Same people ragging on see for not announcing likely to carry on ragging on win size now. Can't win. Switching off for the day GLA

JLR?

Thank f#£% for that!

I guess the directors absolutely understand the trajectory and inside indications better than we do and that alongside what i believe to be a better technical.solution with a prime position for monitoring in the mirror and that magna have positioned this front and centre on their booths. I think I understand the trajectory too but I have considerable fear that the short sightedness and hubris of oems doing everything at lowest cost and a large and frankly more able than we credit competitor engaging on a race to the bottom on price to secure share at any price because they plan to exit and leave thenaquirer to carry any negative margin or costs is more than we can counter.

I will carry still a decent lump of shares post a barren CES as I think guardian will still grow and aerospace will deliver decent gain too and we will at least reach profitability but my faith on rerating to a unicorn tech company is being severely stretched. I hate the car industry Purchasing practices and lack of transparency and won't invest in autotech again post see

Possible maybe within an OEM but not sure within a model unless distributed on model grades. Very disappointed here at moment, I still thing any wins via magna we will need to wait for CES. Still struggling with Tier 1 software being pushed ahead of a more systematic approach negating some of the valuable codesign we have around optical path. The.NPU licenses/ codesign surely aren't for nothing and that would prioritise us. Still a lot to play for in the near term and in the future. If we announce nothing before or during CES then I may sell down 2/3rds of my holding as the opportunity cost of holding here is eating into my overall goals. I can live with a price down as far as 3.75p god forbid we ever get there again... if we hit this o am out. GLA

Interesting that Redeye haven't upgraded their rating in light of this big win. They believe its GM as I mentioned earlier.

Colin Bardens thoughts here https://www.linkedin.com/posts/colin-barnden-1081376_smart-eye-announces-largest-ever-driver-monitoring-activity-7142482057208782849-jEuV?utm_source=share&utm_medium=member_android

Looks like Swedish financial service regulation is as good as UK. Big inside purchase by seye last week and lo and behold big contract win but hey ho let's hope all our CFO purchases aren't wasted....

If i had to call it they are wrecking the market with a low price and unfortunately that usually ends in tears for more than one party. Could this win be GM? The videos of Martin pointing at cars included GM vehicles. Assume supercruise and ultra cruise is lost or dual sourced? Concerned at this point that regardless of technical or partnered advantage that we believe we have that lowest price is doing the talking.

I still maintain any magna win will be announced at CES. Barren December I reckon.

Https://www.inderes.se/videos/equity-stories-with-inderes-smart-eye

Always worth hearing what competition have to say and how they see things imho.

The stream of rfq or extensions seemed to have been true, just not that many our way yet. Very frustrating. I can't imagine on head to head performance smarteye are unlikely to be better on performance and we have evidence that may be case re BMW. I guess they sell on price and OEM haven't bought into the optical path and mirror siting cost advantage yet or they prefer Gentex for mirror or prefere the devil they know in case of kia/hyundai. Would be nice to see some extensions for blue cruise and super cruise. Come on PMG a nice Christmas present or two would be nice I have been a good boy all year.....

As CES is early Jan might there be some staging of Magna announcements to coincide. If we are bidding for dms/OMS indirectly we won't be getting notification directly. Although market sensitive news is supposed to be disclosed when above a % of market cap ot could follow that as Magna is huge in comparison a mirror (or another site) win which includes us via magna might not get disclosed until grouped at a large event to.make more noise? QUALCOMM announcements came.ot at CES amd although we have a 'preconfigured' chip option in snapdragon ride etc we are necessarily gonna get the dms as that will be functionalised by tier ones via the optical path and LED sitings etc. Might we have to wait through desperate December to get to Jammy January?? My feel is that we won't be bidding independently over the last 18 months with most routed via a tier 1 and as PMG indicates we can't announce until tier 1 announces. Very frustrated here

Https://www.heyfordpark-ic.co.uk/2023/11/21/conserv-bioscience-grows-team-of-vaccine-specialists/

News from Conserv Bio the senior partner for the the flu vaccine and malaria saliva vaccine we have rights on via our stranded asset. Something may still happen here that could trigger a small special dividend.

I don't have level 2 access but 500k shares aggregate shares traded worth about 30k or so and we are down 2.5% c5millon quid of mcap.

News please 🙏

Any links to a very up-to-date cointracking portfolio that has our current holdings with TIA??