Member Info for NathanR999

Have SEE muscled in on kia/hyundai via blackberry qnx? Is this the oem group referred to in the blackberry press release yesterday. Interesting to see what MK makes of that......

Https://www.fingerprints.com/2025/01/06/fingerprint-cards-ab-publ-licenses-its-iris-recognition-technology-to-smart-eye-ab-publ-for-up-to-sek-50-million-entering-a-strategic-partnership-to-enhance-security-and-user-experience-in-automo/

Iris verification has been around a while. Maybe useful maybe not. Looks like settled in shares - total cost 5m with milestones in usd ish if my sek to usd conversion correctly done.

You can see why cahsburn is high for both us and them as both try to put tech distance from.other players. Blackberry qnx one for us is defo interesting. You can see we are doing stuff in background which costs money - one hopes we see some indications via rns of what this converts to i terms of design win announcements and lifetime value. Fingers xd for tomorrow and a ces announcement or 2.

Https://www.linkedin.com/posts/colin-barnden-1081376_seeing-machinesmemco-collaboration-agreement-activity-7281965231281455104--EG0?utm_source=share&utm_medium=member_android

Odds on an RNS Monday or Tuesday am?

Potential themes for the RNS?

New collaboration?

Samsung?

New Design Win(s)

Google?

New Semiconductor?

Something left field?

Nothing at all?

GLA

Https://www.redeye.se/research/1066218/smart-eye-comment-on-the-main-competitors-capital-raise?utm_source=note&utm_medium=email¬ificationId=355907d3-f375-43ca-9511-0300d4e56d5d

Make of that what you will.

Merger firming up. 3rd largest automated in world post tie up.

I think auto makers will largely deal with full service tier 1s in future rather than smaller partners. Software tier 1 may emerge but it won't be seye (they maybe aquired by larger user interface Software provider-speech recognition,sat nav , audio or other in car entertainment. Still think the silicon and tier1 relationships will trump this overall. Seye and see will be last ones standing. All will be acquired by larger partners ultimately with no independents remaining would be my prediction. Cipia or tobii gobbled up first

Mitsubishi electric is one of the booths at CES/Large auto show that MK was doing one of his legendary point at cars nudge nudge wink wink walk arounds. will be interesting to see if that relationship is deprioritised and see is the one as an investment partner that is focused on with OEMs.

Dilution is always a possibility in a listed company to deliver opportunities or to keep a company going - this does both. Listing is about access to capital and this is weighed against shares issued. Roll on CES hopefully early will compound this news with design wins via various sources and maybe new partner verticals. Merry Xmas all.

Eh no? Magna,mitsu and valeo. One basket -are you well?

Stay classy CFP. Laughing emoji for people losing job in a tough economic climate whether in UK, EU, US and Australia if a company goes into administration kinda a D#£k move.

Is 10p general concensus? Those just here to stir s#£% think it's going to zero. Those happy to wait as what is still a nascent market develops and understand how SEE is different to SEYE in a technical level might believe that 10p is far too low. Execution is the key now and ensuring we avoid a heavily discounted fundraise. If the invoice financing and other levers work then it should work out well. Magna still seems to think the mirror is a key product and valeo have a 1 box easy solution. Both are huge tier 1 players with more leverage than SME type companies.

As reminder. SEE is the market leader on actual sales volumes. FACTS

All want SDVs (fat fingers)

Https://www.linkedin.com/posts/smart-eye_ces2025-llms-roadsafety-activity-7264281362696654848-ll5n?utm_source=share&utm_medium=member_android

They call it Sheila to troll SEE???

Tbh this of thing in a car will make me drive off a cliff but hey ho we all want SD

Https://www.redeye.se/research/1052030/smart-eye-automotive-ramp-up-edging-closer?utm_source=report&utm_medium=email¬ificationId=cc08b610-e103-4157-8a33-a84c92047420

Q and a open. Do your worst ;-)

Autocorrect fail. For Magna read Avation.....

Https://www.smarteye.se/investors/press-releases/press-detail/?slug=smart-eye-interim-report-q3-january-september-2024

Compare and contrast. Look at this and then compare.

If someone can say how many cars smarteye have on road that would be great. How many trucks they have installed and the arr they have for monitoring services. Maybe someone has some time to look for any mentions in the report for tier 1 relationships in Magna.

Research arm took a big hit this quarter. That's been their saviour so far.

5 models .4 with indirect monitoring eg likely steering torque. 1 with eyetrscking from MG which scored a nice fat zero in that category. Ho hum

Alcohol detection is driven by magna with breath detection. See are offering anti spoofing via camera. This is being talked of being mandated in US. See would be remiss if they disregard this. This is likely covered by NRE

Magna have the clear view mirror which is an electronic mirror that utilises a rear facing camera and they are also working on adding in mirror dms to these types also. So they could have a mirror in theory.

Magna have the clear view mirror which is an electronic mirror that utilises a rear facing camera and they are also working on adding in mirror dms to these types also. So they could have a mirror in theory