Thanks for the link Klick. A much better presentation from Paul and minimal time spent in being involved and I think Timc hits the nail on the head. However I like to listen to the accent in the detail of what PM says. PM's confidence and assertion is back, the widespread verbal use of "Very" to emphasise his confidence, widely used in his description of the Auto sections but double used when describing Aviation at 1:01:30. I think he is rather excited by that element, and I suggest he is close to announcing serious inroads into that sector as he seems very enthusiastic. Only IMO though.
PM's mannerism was flat during the earlier part of this year, possibly due to laying off staff or perhaps at that point a couple contracts did not land. However that keyboard whacking confidence is back and his delivery strong.
While we s****** at Tesla, isn't there an Elephant in the room?
Isn't this link a big concern? I thought SEYE had an inferior product but the BMW 3 series should have their product, is it in the Audi? Or am I joining all the wrong dots here.
If its any consolation when I last posted tou you I too was very low and although I did not want to filter you, your posts were heaping misery on at a time which was looking pretty gloomy. I lost my job 2 years ago - kept falling to sleep at the wheel (the irony) and as I had an area Manager job for half the country I was an accident waiting to happen. I am very glad to see you back and in better spirits despite your problems, keep posting I appreciate your grounding posts especially when things are going as they are now.
To me it makes no comercial sense to change the base build of Supercruise when the reviews of the system have been so very positive, and technically ahead of Tesla's offereing. It makes sense for GM (and Ford) to develop a Infotainment sytem that works the same in all their Medium-top end models, therefore I hope this is enriching SEE's model coverage ahead of the 2019 RNS.
The interview McGlone stated that GM had not notified SEE of Supercruise expansion was a little while ago. This fits in with a fair degree of secrecy surrounding Suprcruise. Also isn't it to GM's advantage to impose NDA onto SEE to enhance their own prestige for the Supercruise "brand" as a GM solution rather than admitting SEE's involvement.
Personally I have stopped fretting about RNS, but I really, really hope that the August statement will get around NDA by avoiding mention of individual companies or models but instead refer to anticipated cashflow rising from x to xx OR the amount of models having SEE increasing from x to xx. SEE really need to up their PR game because this SP is stupidly cheap.
Lastly hasn't SEYE's PR also gone quiet this year? The latest Design wins states their wins entering production in 2022. This suggests to me they are winning the budget end models (prestige model releases happen first and a lot are scheduled for 2020 / 2021)
By allowing Ford NDA (not that it is See's choice) it has put pressure on GM to allow Supercruise into more models as GM will want to compete. We know GM's Supercruise is powered by SEE Tech and it is being well received -here is another article copied from ADVFN Https://www.electronicdesign.com/markets/automotive/article/21806460/cadillacs-semiautonomous-super-cruise-shines-in-troubled-times
This competition is driving both companies to install SEE into more and more of their cars as they try and compete with each other. This NDA is working in our favour, but not just at the moment. I HOPE that in the August statement Mr McImminent can get his PR **** together and disclose a huge rise in interest from unidentified companies that will materaiially improve cash flow before 2022.
This improves our chances with the Japanese as they will seek to intoduce their own versions under cover of NDA.
it is also rather nice to see Musk get a bloody nose like the Germans have given him this week.
I am very frustrated of no RNS in the past, but like other wise folk here I am a believer and I SEE the light! Well I see the logic of NDA and how it COULD help us.
RossC I agree except if SEE are attempting a high % of market domination. If I read between the lines correctly SEE have the American market sown up by allowing those companies bragging rights over their own platforms by NOT allowing any sort of agony on NDA. Perhaps they are attemting the same with The German market and hoping for a couple Jap manufactureres as well. Shareholders may have to wait until financial projections can be announced as that will not breach NDA, but will satisfy PI's. What SP if SEE can give a great earnings forcast in August?
SEE's PR is dreadful and the last RNS was a failure in bland understatement of positive news.
Ford are developing CoPilot360 as their in car solution to Vauxhalls Supercruise and all part of the infotainment system. These are puting put forward as Ford and Vauxhalls own solutions to modern road conditions and in no way will they want it devalued having to admit its all down to Seeing Tech. Frustrating.
However longer term this is great news. If you were in charge at Toyota, Honda, Volvo, etc and wanted to launch your own infotainment solution this demonstration of Tech that works and can be wrapped up and your own brand infotainment will embolden them to sign up to SEE (if they havn't already). The long term strategy can be world class domination of the market and not limited to 30% SEE claim is their target.
Meanwhile we get to own a stock with massive potential for the future. Very frustrating for us.
No SEE will not, and this is the risk embedded with "CoPilot360" as Fords branded DMS. "Supercruise" is already associated with SEE Algorithms so perhaps this is Qulcomms' way into the market? This risk only extends until the first financials reporting in, where involvement cannot be hidden.
Told you it was being deramped on ADVFN. Ramping stocks no longer works but seeding doubt with a deramp based on fear works a treat (not my doing) and now these people have their buy in price they will go quiet and the share will return upwards. Beware the spiv traders .
UDWG, some of us have been in the back seat driving to the holiday for 6+ years and we are bored of yelling at mum and Dad. This had better be a great holiday this year :P. We have had numerous flat tyres, a couple of Engine Rebuilds and the cops harrassing us with speeding tickets all the way.
But on Thursday we upgrade the car to a Ford 150 ...
Pointless communicating with people that have an agenda to post only on days the SP falls and hide on the up days. The agenda is to piggie back negative views to get the nervous to sell and they buy back in and trade the micro movement.