Member Info for NathanR999

Interesting topic too. "THE COST OF BEING WRONG". I guess this might build out the cost of not factoring humans and behaviour in dms performance vs just sticking a camera in with some 3 euro software and hoping for best. The other speakers from competitors on the programme seem focused in the fluff side-look at the shiny shiny we can do for 3 euro kind of thing. Hey ho. Finger xd a car with see in it gets a 5 star euro ncap with a great score for dms. Ideally in a VW with a magna mirror. We await the 11/9. Hopefully not just a bunch of vans.

INDIE Semiconductor and Omnivision also there so a few partners in theory. I would imagine a few boots on ground as delegates. These tradeshows ain't cheap. I go to a large infectious diseases conference with my employer. About 6k for small shell scheme plus all the marketing backdrop and transit, food and accommodation is nearly 15 to 20k. A defined floorspace booth with a design a build cost us over 50k with expenses. You see the same.peeeps at the various events so unless a launch or heavy promo period doing it all isn't cost effective. Magna can do the heavy lifting as the mirror is their product. We may have tech bods on their booth mind.

Not a financial advisor but navigating markets with high growth potential stocks is tricky. Maybe large holdings in sub 250m mcap companies doesn't align to your risk profile and tolerance. Maybe an investment trust or a balanced 60/40 vanguard type fund is a better fit for those with shorter timespans. We are all free to sell to manage exposure, risk or capital preservation. Those with high double digit portfolio weightings here myself included are all adults and have chosen this path themselves. Unless anyone has an actual gun to the head (blink three times and we can ask LSE toilet the police know....) you make investment decisions under free will and if the investment case changes you should be looking at why and if your investment is still appropriate. Moaning and doing woe is me on a message board isn't helpful mostly for your own sanity. If you don't like what management do or say or your trust is gone then sell. True for all your investments. Holding on if your doubting is a fools errand. If you are still here then you must believe that the investment case holds. If not i cant help you - that's just masochism

We disclosed it was launched and at SOP. We disclosed it was a major European oem but no name attached. Industry has assumed/named VW and various appearances on test vehicle with Magna have indicated likely VW. I am not sure what people expecting if we can't disclose manufacturer - we are hardly going to stand next to a Vw and point with a nod and a wink and tap of the nose like MK does at Smarteye . Our Marketing is B2B and desoned for that purpose. We do the major tech shows and auto cabin shows and meet with industry in nda controlled meetings. We have leading key notes re human factors. We aren't gonna get adverts in autoexpress or during Corry on ITV? The company shares what it can to.investors on various IR platforms and had a capital markets day in London home of its listing? I get it the share price isn't high enough for anyone here and.languishes. as does many other growth companies, we are in a fundamental bear market on a junior exchange. The metrics and partnerships are better than they were last year and 5 years ago. Legislation is driving uptake, car functionality is driving uptake. There are 2-3 major players that will survive and be profitable and 1 is see. Cheer up its the weekend and you don't live in a war zone. FFS

If contracts have solid handcuffs on non disclosure then nit much we can do. The mirror is technically Magna's functionalised by see tech - the customer interface and agreement is between vw and magna. Our agreement is with Magna. It makes things really challenging to disclose without upsetting relationships. EuroNCAP next tranche of assessments is middle of next week - maybe more indication then. Non mention of DMS on any you tube reviews or fansites for golf 8.5 as yet. If it's present and it's not drawing ire from the reviewer like some of the models mentioned previously like ex30 (chines dms? In line with zeekr chassis mate?) then I guess it's doing its job well via good human factors design. A strength we do sell and market over pointing at cars

Interesting holding announcement for Tencent. Decent chunk. Bought on open market?

Illumina may take a stake but I would imagine antitrust or competition issues might arise for a full acquisition. I still think more likely Biomerieux or a thermo/danaher bolt on. Danaher took Cephied out and it has been great for them as a portfolio company left to build own business largely.

MKs design wins theory goes up in smoke in this kind of environment. In end it's hard finacials and cars on road. Not future promises. KPIs KPIs KPIs.

Seeingmachines needs to keep delivering quarterly numbers as per guidance and to win and backfill future pipeline. Valeo and Magna will have to be busy and they have a dog in the fight selling DMS solutions at scale. Mirror and all in one box. Would love to see aviation develop too. That is really out of our hands regards scaling now Colins on board. G3 has some heavy lifting. Sales first converting to monitoring later hopefully with a decent %tage conversion. Enough here to keep us interested for some jam tomorrow. Would be nice other see over 10p and closer to broker TP - could allow us to hoover something like Tobii who like all DMS providers have seen SP drop >80% since post covid peaks.

Doubt you will hear reviews unless it's crap. You might get some car reviews with the mirror in and it may not get even a passing comment other than it has dms and hopefully isn't intrusive like some of the ones being reviewed as crap specifically cos the dms makes itself known in poor ways.

The magna mirror "rumour" seems to have disappeared.

For Jesper to rag on CB about being paid is a bit rich when he is paid analyst for SEYE house broker and Redeye hold a position in one of their portfolios. Talking their own book much.

Ahhh. Poor CFP. Show me on the dolly where sophie hurt you. B#@×end

Having been part of a team developing some IP in an area in Clinical diagnostics the inventive step.is a tricky one.

The mirror position is likely unenforceable but the algorithms for image correction for a single.lens (gentex use 2) inside the mirror ( gentex use housings around the mirror) means alternative solutions needing more gubbins might affect cost. Gentex may sell cheap to protect overall mirror and some oems wont want to disrupt long standing relationships built on mirrors per se. It will be the ncap scores, user experience and robustness.of the offer in end that wins out over time. Will be interesting to see how mirrors get awarded in the near and mid term and what that means for other players not thought to be linked to mirrors currently. I still feel gentex may need to solidify their offer by upgrading the software and that might be working relationships with more established software and knowledge like smarteye,cipia or tobii. I still think tobii would be a great fit for us to acquire but our share price will need to be massively higher to avoid too.much dilution. Just my thoughts. I still think we will be there in a strong position in the end game.

Https://www.linkedin.com/posts/colin-barnden-1081376_designswins-gaap-activity-7232333607799791616-1vN4?utm_source=share&utm_medium=member_android

if they go with that price then they will barely cover costs. g3 is a considerably cheaper than g2. smartye leave so much potential csdhflow on the table. they also need to buy them first so unless they get trade finance or invoice factoring etc.... it's no clear if his has even been ****logated yet either.

Https://www.redeye.se/research/1030109/smart-eye-a-bump-in-the-road?utm_source=report&utm_medium=email¬ificationId=b2a510a1-f54a-405b-a23c-d5e25324398d&conversation=qa

That's pretty poor really - they likely are talking fundraise behind scenes. The presentation was way more down beat than usual I felt. Have seen all of them that have been accessible online either live or catch up and that was worst yet. What odds another CFO toddles off.

That was so bad. MK cannot present. Questions were powder puff considering miss on numbers. No disclosure at all on the 5th new oem or on cars on road today.

Reckons gm full penetration will cover all smarteye costs. More future ramp up. Hopefully a few disgruntled investors head our way.

That w

Jesper rocking the 1970s porn star/ footballer look.

Treatment on accounts ends well for us. Need a mirror contract......