The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
2nd fun price prediction - 31st March 2021 – result
Winner = semiret and Oldfool13 for being the closest to the close price of 9.9
8.2p – bogyo
9p – sportraider1
9p – paulpingles
9.5p – semiret
9.5p – Oldfool13
11p - isb1974
11p – RossC
12p – Timc
18p – terrym
18p – jazzindahouse
26.7p – Seeing-2020
37p – Faz147
“Still unsure why SEYE manage to release RNS on so many design wins, yet SEE have NDAs so can’t”
I would GUESS it is all down to SEE wanting to under-play their position. SEYE’s approach is very pro Investor, very much keen to shout loud to keep its profile up as number 1 DMS. I suggest that SEE’s approach is the quiet game, actually hiding under NDA with a superior product as SEE can point to actual results and actual SOP. Both companies say they want 30% of the market, but which market? The high money end or the budget end? The proof so far is that SEE are occupying the quality end.
Which companies are SEYE claiming to have won? In the last year 2 Chinese, a Korean and 3 EU with 1 high volume American. They also claim 2 Japanese OEM’s. Where are the SOP cars? I recently posted a link to Mazda’s DM software conditional notes, an absolute joke, is that one of the SEYE wins? The other Asian wins are very likely to be small volume wins, for instance the only real manufacturer of note in Korea’s 5 companies is Hyundai. Easy to manipulate small volume OEM’s to violate NDA’s.
The March 2020 design win announcement by SEYE was alarming though, how can SEYE make such bold claims? I don’t have a satisfactory explanation except that Any OEM may want DM for the top end cars and a budget version to satisfy diversity, so 2 (or more) suppliers. Something in SEYE’s claims indicates this might be correct in that they claim their SOP’s really start in 2024; is that really likely to be occupying anything but the budget end? Using Cadillac as an example they released Supercruise into their cars starting at the luxury end and started 3 years ago with roll-out this year. If SEYE’s SOP are mostly 2024, is that likely to be the luxury end? SEYE’s own words damn themselves as well. SEYE claim 11 out of 20 largest manufacturers and yet go onto suggest they will achieve a 30% market share. These two sets of numbers just do not mirror each other.
My last scrap of information was the Qualcomm release. This news release was driven by Qualcomm and put SEE front and Centre by Qualcomm’s own choice. SEE almost seemed to be hanging onto their shirt tales, dazzled by the intense light on attention, and I felt it exposed how keen SEE are to stay as under-dogs until contracts are signed, and that is not nearing completion yet.
A poster puts up a thread complaining about abuse here, good post as well.
Then Alessxito puts up a post alleging to be from Thailand with a rant about, well a bit confusing ...
Then another poster points out one of the green blobs has forgoten to log out
Then that thread gets deleted and one of the green blob posts of around 1600 Monday also dissapears!
Now Alessxito's who account has been removed.
Are LSE admins actually doing their jobs at last?
Apologies if this has been posted before
https://www.biometricupdate.com/202103/amazon-sends-thousands-of-us-drivers-biometric-monitoring-consent-forms-says-sign-it-or-lose-job
"The biometric data collection consent forms have been sent to approximately 75,000 drivers. Images collected by the “on-board safety camera” will confirm the driver’s identity, and the ecommerce giant will also collect vehicle location and movement data."
I will be honest to say that I have made most of my gains through trading, but never once tried to influence other to sell to bolster my decisions. I have a sincere hatred of those that alter their posting to suit their position. It is hard to sell near the top on a spike and is even more difficult to stay out of a share to buy back in again is really difficult. Due to life circumstances I stopped trading in 2018 and decided to hold and increase this one share.
This share is my one and only long term hold, and its likely to be the last as well. The depths of dispair I felt this time last year I must never repeat. So I'm holding this share for the longer term, but I definately never want to break my trading "rules" ever again. To me LTH is harder and less rewarding than trading but takes far less time and work.
Hi isb, the prediction for end of March are:
8.2p – bogyo
9p – sportraider1
9p – paulpingles
9.5p – semiret
9.5p – Oldfool
11p - isb1974
11p – RossC
12p – Timc
18p – terrym
18p – jazzindahouse
26.7p – Seeing-2020
37p – Faz147
FWIW I am expecting news before the end of this period as PM will want to massage his ego ahead of Interims. Sorry if that sounds cynical.
Flashing IR at 9.51
Cruise control mentioned but not enabled at 15.44
https://www.youtube.com/watch?v=76Wdzh2qc78&ab_channel=FullyChargedShow
The major part of the Qualcomm deal is that in every other part of the business there is competition and a grey fog over who is winning with competitors, we may think we are; but are we? The Qualcomm deal has us and ADAS partners front and centre (as I have said before) - No Smarteye, no Eyesight, just Qualcomm saying SEE is best in class and they want to boast about being associated with SEE. To Qualcomm it is a reason for OEM's to buy their product. Wonderful and an underrated deal.
David is quite correct, I have tracked the changes for the last couple of years, but myself was too dim to see the evidence mounting.
17th Dec 18 - 33%
30th Apr 19 - 42%
7th Jun 19 - 43%
27th Sep 19 - 46%
28th Sep 19 - 48%
28th Jan 20 - 47%
14th Apr 20 - 48%
2nd Nov 20 - 52%
3rd Feb 21 - 54%
As reported and updated on the SEE website Invetors information
50p + and I also feel that either Faz or s2020 will take the crown. I say this because of 2 indicators and the basis that the market usually values ahead of proof, examples Amazon, Tesla, or ITM.
1/ Qualcomm is massive (I'm am not enthused by omnivision in the same way) and I do not think the market has really grasped the magnitude of this breakthrough. Richard Griffiths has.
2/ Ncap tests should be held in the summer and I suggest this could be really enlightening. I don't have the link to hand but to me SEYE's offering came up sub-standard and add that to SEYE losing BMW to SEE (unconfirmed oc) led me to feel SEE genuinly have market leading tech. Its never good to focus on negatives in compotitors to make your own look good but its the way my brain works. Cars getting released with tech in the real world will tell and if NCAP run tests again that really show this the SP will go nuts. The link I put up of from Mazda also points to this in my little world.
Just focusing on the Qualcomm deal alone , it will be massive. The number of cars already pipelined (not from SEE's PR but QC) was larger than anyone imagined with news business that has not been RNS'd yet. No competitors in that presentation apart from SEE that will deliver DMS. Front and centre Seeing Machines. I bet that surpassed your expectations S2020.
Yeah we wait for more news and this pull-back is annoying but quite normal AIM. This year is just a taster of what will come with the SP, and for the record I consider my own price prediction to be woefully low.
And if I'm right this is worth a read:
https://mashable.com/article/gm-super-cruise-advanced-driving-system/?europe=true&utm_source=internal&utm_medium=onsite
"Back in November, I tried Nissan's enhanced ProPilot Assist system in the 2021 Nissan Rogue SUV. It's more like Autopilot in that you have to keep your hands on the wheel and it works off the highway on main thoroughfares and some bigger surface streets. There's no eye tracking like in the Cadillac, but there are sensors on the steering wheel to sense your hands are always in contact."
Working with Nissan - I did have an in car picture, but cannot find the link
https://www.jdpower.com/cars/shopping-guides/what-is-mitsubishi-mi-pilot-assist