Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Https://www.redeye.se/events/991881/live-update-smart-eye-in-light-of-the-recent-capital-raising
Portal to ask some questions for those holding Smarteye as well as See. Or just to be awkward.....
Have taken the lead from CFP and asked for Martin to be removed in light of his continual misleading of market? Am I doing it right? ;-)
Explains the drop in the week. Would say they won't have an issue getting it away maybe less than 10% disc. My maths says c10m GBP or 150m SEK.
With the current mood in the SEE shareholder camp I am guessing most have everything crossed, praying to their deity of choice and wearing their lucky pants in the hope that a few awards start pinging our way and we announce them. The Mirror solution with Magna on paper at least seems a really elegant solution and if it does as see and magna say it does should save money overall for an OEM. Any clues to when the new golf and ID 7 get their ncap rating that breaks out the score for DMS? I could see why other OEMs might be sceptical about performance as the optics to facilitate will be exotic and technically challenging and no doubt cipia and smarteye will be in tier 1 and oems ears saying it won't work or will be inferior. For 2026 there needs to be awards covering 10million cars for the eu regulation. Some have been done but whats the contractual gap that needs an award soon to cover eu at least? What is the true asp in the market really? Awards don't disclose volume against value as that would be commercial giveaway. What's still up for grabs??
Did a bit of digging on this blue label red label thing for Collins etc
I think it refers to the status of the parts/system and it s ability to be used in aircraft. Blue label is r and d and nit flight worthy. Red label is test flight status to go through certification and black label is.production/certified stage ready for roll out in usable plane.
Happy to be corrected by those with more aviation parts supply knowledge or those that have a bigger brain.
Suggests to me that not long to show oems or other avionics partners or systems integrators, bit longer for getting in an aircraft to demo to aircraft manufacturers and aircraft leasing or airline companies and a bit longer still until it hits first type approved flight deck. Long lead time but 30years of supply and parts/support. Revenues for this likely to be a while yet and value of this is an unknown but could be seriously material in time. All the verticals will add up.in time. My guess is the leap from aircraft to shipping esp large ocean going tankers, freight ships and ferry/cruise ships wouldn't be huge. Getting into a plane for out tech as part of initial build would be an amazing achievement and probably the.most difficult use case out there.
You are deliberately misrepresenting and misrepresenting the graph shown. US legislation is not set and just talked about. OEMs will be able to demarcate product by market. They do this already. The graph shows TAM based on assumptions of uptake and fitrate and vehicles per year. 80m cars will not have dms in 2028. Again spinning your woefully uninformed narrative. Now do the fantasy land smarteye numbers.
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