Member Info for OldFool13

Of course, but where are they on the Qualcomm presentation? The decisions for car models for 2023/2024 + are being decided now, Chris Menon certainly states 75% market share.

Escovido, generally no, but DMS is a tiny part of the infotainment package. These companies are buying Snapdragon, not focussing on DMS, easily overlooked for all the benefits that Snapdragon brings. Also no announcement was needed to the market as SEE have not won anything, Qualcomm/ Snapdragon has. Significantly SEE may not have had any realistic engagement in these decisions and therefore not obliged to realease this news under NDA. Qualcomm will do as their strategy tells them and drag SEE along with them (as a minor consideration)

Because Paul told us auto manufacturers would not allow any one company dominance - the only way around that is if the market was unaware of the wins . The official target is 30% with nods to 40%

I did say that SEE were under-playing their announcements and that Auto news would only come outas they cannot control newsflow from the likes of Qualcomm. Paul Mc your market dominence tactic is a busted flush, time to come out of the closet.

Entries so far in the “just for fun” price prediction for 30th Dec 2022. Last entries to be by COP Friday 7th January.

13.6p - Baxter1 - spike 16.5p
14.8p - glandore - spike. 15.6p
15p - UrbanSpaceman - spike 18.5p
15p - bonzoful - spike 17p
16.5p - Monkshood - spike 20.5p
17p – Jins - spike 23p
17.8p - pv72 - spike 25p
18p - Chris100 - spike 20p
18.5p - Brockwl - spike 21p
18.7p - shallwe - spike 23.9p
21p - soulboy - spike 29p
22p - W13Ken - spike 24.6p
22p – Flutterbutternut – spike 26p
24p - Almagest - spike 31p
25p - sn1234 - 30p spike 30p
25p - MrBB - spike 35p
25p - Seeing2030 - spike 29p
26p - 4foxache - spike 29p
27p – oatcake - spike 34p
28p - pm444 - spike 32p
28p - Giraffe4444 - spike 44p
29p - Ratboy1971 - spike 42p
29.5p – paulgold - spike 35p.
30p – theneedforspeed – spike 35p
30p – Chairboy – spike 36p
34p - Numptypi - 40p spike
36.7p - Oldfool13 - spike 43.4p
37p - Teamin - spike 41p
38p - terrym - spike 54p
40p - Matml74 – spike 50p
40.6p - Klick - spike 47.4p
42p – Bauchsapt – spike 51p
45p - SEEuJIMMY - spike 60p
46p - Lostinfrance - spike 53p
49p - modestguy - spike 56p
56p - BlueSquirrel16 - spike 56p
60p – Aljess – spike 80p
60p - Lewbo18 – spike 80p
65p - buffettology - spike 75p
86p - Boydolin - spike 95p
100p - Seeing-2020 - spike 100p
100p - UpDownWeGo - spike 120p
122p – Redindi – spike 122p
240p - Wilson63 – 240p
300p - SEEROCKET2022 - spike 600p

Closest is ............................. Wilson63 ...................... with a prediction of 11.25p

Not really predicted by the research and fundamental belief in the company by PI's, but there you go.

5.5p - MaxVolume - spike 10p
6.7p – UrbanSpaceman – spike 8.1p
7.3p – Baxter1 – spike 9.5p
11.25p Wilson63 – spike 14.75
11.5p – Maaaxxx – spike 13.4p
12p - Jins – spike 23p
13p – nogood – spike 16p
13.7p - glandore – spike 16.7p
14p – buffettology – spike 16p
14.25 – sportraider1 – spike 18p
15p - poodle53 - spike 17.5p
15p - Seeing2030 – spike 18p
15.5p – shallwe – spike 18.7p
16.5p – paulgold – spike 17.25p
17p – Numptypi – spike 20p
17p – Lostinfrance – spike 25p
18p – isb1974 - 18p no spike
18p – MrBB – spike 20p
18p - PM44 – spike 22p
19p - Whatif18 – spike 7p
19p – modestguy – spike 24p
20p – soulboy – spike 29.0p
21p – Crocqman – spike 21p
21p – Zequic – spike 23p
21p – Klick – spike 32p
22p - Terrym – spike 27p
23p – Chairboy – spike 30p
25p - RossC – spike 28p
25p – Oldfool13 – spike 29p
27p – Igu4nas – spike 29p
27p – paulpingles – spike 31p
32p – sgreen – spike 36p
37p (bought out) – dthurgar – spike37p
45.01p – SEEuJIMMY – spike 60p
47p – seepee – spike 47p
47p – jazzindahouse – spike 63p
47p – redindi – spike 62p
59.0p – Agm888 – spike 76p
70p – Alessxito – spike 120p
81p - faz17 – spike 85p
100p - Seeing-2020 – spike 100p

It is my ernest belief that we are not going to get a lot of auto wins announed and if they are they will be down-played as we have seen in the past - until November, then its lift off a promised by the CEO at the end of this financial year. The strategy (as I see it) is to win as much of the market as possible without the market really realising, because in Pauls own words "the industry does not want any 1 company dominating". Paul has been asked about specifics of contracts won in two Q&A sessions and refused to answer in both, if it was SP that mattered he would release the true contract value of those won so far, the claimed value is a total joke based on RNS's revenues.

There are a couple caveats to this:
Ominivision / Magna / Qualcomm may undermine this strategy with announcements outside of SEE's control.
If a bid for the company comes in this strategy would almost certainly be ditched as a higher SP in in everyones interest

Our hopes for a higher SP should rest on Aviation, Fleet and news or from unrealised avenues.

This is not what I want, but I feel it is the most likely explanation for the poor PR and underplayed Auto wins we think SEE have in the bag but are not being announced.

Entries in the “just for fun” price prediction for 30th Dec 2022.

13.6p - Baxter1 - spike 16.5p
14.8p - glandore - spike. 15.6p
15p - UrbanSpaceman - spike 18.5p
15p - bonzoful - spike 17p
16.5p - Monkshood - spike 20.5p
17.8p - pv72 - spike 25p
18.5p - Brockwl - spike 21p
18.7p - shallwe - spike 23.9p
24p - Almagest - spike 31p
25p - MrBB - spike 35p
25p - Seeing2030 - spike 29p
27p – oatcake - spike 34p
28p - pm444 - spike 32p
28p - Giraffe4444 - spike 44p
29p - Ratboy1971 - spike 42p
34p - Numptypi - 40p spike
36.7p - Oldfool13 - spike 43.4p
37p - Teamin - spike 41p
38p - terrym - spike 54p
40.6p - Klick - spike 47.4p
45p - SEEuJIMMY - spike 60p
46p - Lostinfrance - spike 53p
49p - modestguy - spike 56p
65p - buffettology - spike 75p
86p - Boydolin - spike 95p
100p - Seeing-2020 - spike 100p
240p - Wilson63 – 240p
300p - SEEROCKET2022 - spike 600p

Chris100 and BlueSquirrel16 can you clarify your predictions in line with the above please.

Will note down all the entriess after a couple days and repost, but just want to point out if you are green boxed Iwont see the post. I think that only applies to Smokey, CFP and HAGD

Closing date for entries: 7th January 2022

2021's fun price prediction award is set to be decided in a few days. (see below)

Now i the time to start off the 2022 price predition for the closing price on 30th December 2022. Same as last year one prediction each and a secondary prediction (decider) of how high a spike will also have occurred.

2021 order:

5.5p - MaxVolume - spike 10p
6.7p – UrbanSpaceman – spike 8.1p
7.3p – Baxter1 – spike 9.5p
11.25p Wilson63 – spike 14.75
11.5p – Maaaxxx – spike 13.4p
12p - Jins – spike 23p
13p – nogood – spike 16p
13.7p - glandore – spike 16.7p
14p – buffettology – spike 16p
14.25 – sportraider1 – spike 18p
15p - poodle53 - spike 17.5p
15p - Seeing2030 – spike 18p
15.5p – shallwe – spike 18.7p
16.5p – paulgold – spike 17.25p
17p – Numptypi – spike 20p
17p – Lostinfrance – spike 25p
18p – isb1974 - 18p no spike
18p – MrBB – spike 20p
18p - PM44 – spike 22p
19p - Whatif18 – spike 7p
19p – modestguy – spike 24p
20p – soulboy – spike 29.0p
21p – Crocqman – spike 21p
21p – Zequic – spike 23p
21p – Klick – spike 32p
22p - Terrym – spike 27p
23p – Chairboy – spike 30p
25p - RossC – spike 28p
25p – Oldfool13 – spike 29p
27p – Igu4nas – spike 29p
27p – paulpingles – spike 31p
32p – sgreen – spike 36p
37p (bought out) – dthurgar – spike37p
45.01p – SEEuJIMMY – spike 60p
47p – seepee – spike 47p
47p – jazzindahouse – spike 63p
47p – redindi – spike 62p
59.0p – Agm888 – spike 76p
70p – Alessxito – spike 120p
81p - faz17 – spike 85p
100p - Seeing-2020 – spike 100p

I have always been concerned at this dreadfully low target, however I have my theory it is tied in with something said recently and in the past by Paul. One line is that he will release the exact value of the existing wins (contracts that have been expanded) at the end of this financial year and I think this has been brought forward from 2023. In other words I do not think he was expecting the RFQ's to pile in so early, and can now consider a November 2022 date for releasing the dogs.

I speculate that during the majority of 2022 SEE will largely play down all wins because they want to win far mor than 30% of the market. Remember he told us a while ago that manufacturers will not anllow any one DMS to dominate. Well one could dominate if none of them know who is winning what contracts. I am fairly convinced Qualcomms front and cetre approach surprised him and I think Magna have not played ball either. Good for him that the Market is in a slumber with SEE's SP. Have a gaze back through the contract values and compare them to the VW value (really A$325m ?)

I think the targets were set for his own incentive were set with this strategy in mind, and it will pay off for LTH very, very handsomly, IF the whole world economy does not have a meltdown beforehand, and that for me is a major worry.

That posted all weird, sorry.

Closing in on the price prediction for 31st Dec 2021

5.5p - MaxVolume - spike 10p
6.7p – UrbanSpaceman – spike 8.1p
7.3p – Baxter1 – spike 9.5p
11.25p Wilson63 – spike 14.75
11.5p – Maaaxxx – spike 13.4p
12p - Jins – spike 23p
13p – nogood – spike 16p
13.7p - glandore – spike 16.7p
14p – buffettology – spike 16p
14.25 – sportraider1 – spike 18p
15p - poodle53 - spike 17.5p
15p - Seeing2030 – spike 18p
15.5p – shallwe – spike 18.7p
16.5p – paulgold – spike 17.25p
17p – Numptypi – spike 20p
17p – Lostinfrance – spike 25p
18p – isb1974 - 18p no spike
18p – MrBB – spike 20p
18p - PM44 – spike 22p
19p - Whatif18 – spike 7p
19p – modestguy – spike 24p
20p – soulboy – spike 29.0p
21p – Crocqman – spike 21p
21p – Zequic – spike 23p
21p – Klick – spike 32p
22p - Terrym – spike 27p
23p – Chairboy – spike 30p
25p - RossC – spike 28p
25p – Oldfool13 – spike 29p
27p – Igu4nas – spike 29p
27p – paulpingles – spike 31p
32p – sgreen – spike 36p
37p (bought out) – dthurgar – spike37p
45.01p – SEEuJIMMY – spike 60p
47p – seepee – spike 47p
47p – jazzindahouse – spike 63p
47p – redindi – spike 62p
59.0p – Agm888 – spike 76p
70p – Alessxito – spike 120p
81p - faz17 – spike 85p
100p - Seeing-2020 – spike 100p

I'll laugh my **** off (Ironically) if Baxter gets the crown.

Closing in on the price prediction for 31st Dec 20215.5p - MaxVolume - spike 10p6.7p – UrbanSpaceman – spike 8.1p7.3p – Baxter1 – spike 9.5p11.25p Wilson63 – spike 14.7511.5p – Maaaxxx – spike 13.4p12p - Jins – spike 23p13p – nogood – spike 16p13.7p - glandore – spike 16.7p14p – buffettology – spike 16p14.25 – sportraider1 – spike 18p15p - poodle53 - spike 17.5p15p - Seeing2030 – spike 18p15.5p – shallwe – spike 18.7p16.5p – paulgold – spike 17.25p17p – Numptypi – spike 20p17p – Lostinfrance – spike 25p18p – isb1974 - 18p no spike18p – MrBB – spike 20p18p - PM44 – spike 22p19p - Whatif18 – spike 7p19p – modestguy – spike 24p20p – soulboy – spike 29.0p21p – Crocqman – spike 21p21p – Zequic – spike 23p21p – Klick – spike 32p22p - Terrym – spike 27p23p – Chairboy – spike 30p25p - RossC – spike 28p 25p – Oldfool13 – spike 29p27p – Igu4nas – spike 29p27p – paulpingles – spike 31p32p – sgreen – spike 36p37p (bought out) – dthurgar – spike37p45.01p – SEEuJIMMY – spike 60p47p – seepee – spike 47p47p – jazzindahouse – spike 63p47p – redindi – spike 62p59.0p – Agm888 – spike 76p70p – Alessxito – spike 120p81p - faz17 – spike 85p100p - Seeing-2020 – spike 100pI'll laugh my **** off (Ironically) if Baxter gets the crown.

buffettology, Pauls comment wasn't the pipeline information to be released at the end of the financial year? Surely Half year is Easter whereas Full year will be November. Very happy to be corrected / educated though. I get the impression Seeing don't want full disclosure before they clean up a large % of auto.

Oh and one last comment, if Cenkos are wrong and it is not VW then SEE will be obliged to issue an RNS saying as much. This has been done in the past with Volvo correcting the press speculation.

How many posts and how much contribution have you made to this thread? Yet you come here attacking people and calling names based on a post by Seeing former that hints at VW. Whether you are correct or not, speculation is a healthy part of this board and a huge amout of research has been proved correct partly because people have bounced ideas off each other. If we took your assertion there would be no posts, and no research shared.

The FACT remains that this is a huge deal for SEE and one that focuses how small the formerly announced RNS OEM revenue streams are. If you divide A$125million by an approximate revenue per car (another guess) it all points the a large manufacturing group of companies.

Nervous and impatient people selling after a rise. This has got worse in the last couple of years as more people seem to trade. I used to buy/sell regularly and made handsome profits (for my world). Due to life changes and the size of my buys increasing I have moved to holding in the last couple of years. I will be moving back to trading all my shares in 2022 when they individually next spike.

It alo not helped by some of the untruthful posts made on thread like this.

Thanks s2020, so below IIT then, not as much as I thought.

Isn't the BMW iX3 loaded with SEYE Tech on board?

This was from Nov 2020, if you look on Page 26 you'll see the BMW series 3 mentioned and at the time SEYE's DMS was turned off much to Martin (SEYE) annoyance. I wonder why. and I wonder why the i4 features SEE tech?
https://data.consumerreports.org/wp-content/uploads/2020/11/consumer-reports-active-driving-assistance-systems-november-16-2020.pdf