focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
It is competition for Fleet though
Anyway worth a read down the doc to page 12 if you have not accessed it already:
"Favorable Implementations:? The infrared camera in ?Cadillac?’s Super Cruise and ?Comma Two?’s Open Pilot are the best driver monitors. They ensure the driver’s eyes are open and looking forward."
"Opportunities to Improve:?? Although the? BMW? and ?Subaru? vehicles have an infrared camera, it isnot used to continually monitor the driver while the active driver assistance is engaged." Isn't this Smarteye and Eyesight both getting a good slapping by this commentry?
But who is Comma Two, Open Pilot? Page 6 of this doc:
https://data.consumerreports.org/wp-content/uploads/2020/11/consumer-reports-active-driving-assistance-systems-november-16-2020.pdf
A bit miffed the Cadillac was pointed down on Ease of use, I hope that is based on the Cadillac's controls rather than SEE's
Better ask here as all quiet on ADVFN sadly, has this been posted before?
Mercedes Drive Pilot for level 3 on Youtube with interior ****pit views
https://www.youtube.com/watch?v=mMGMdSLUUsI
So Kate Hill has bought more in the open market. Gone from 0.06% up to 0.07%
Https://investegate.co.uk/seeing-machines-ltd--see-/rns/director-pdmr-shareholding/202011251150434948G/
Honda we'll know by 31st March who is supplying - no DMS news just Honda news
https://www.motorauthority.com/news/1023182_2021-honda-legend-spy-shots
"Honda engineers have been spotted testing an updated version of the Legend sedan, which the automaker in early November said would arrive no later than March 31, 2021."
I cannot believe that a collective group of fairly sensible people can let themselves be hoodwinked by a mischievous mind in such a manner as I read here yesterday. I can think of a couple of ex posters that have the knowledge to pull off such a stunt, maybe even a green current blob (although I admit the current Green blobs probably don’t have the old knowledge) having a right laugh posing as KK and teasing you all.
Personally, I think you are playing with fire creating a group off BB. At least here or ADVFN someone can complain to admins to regulate nonsense claims (yes I know admins are rather weak). I actually felt this Telegram group could be manipulated for ramping, but it appears quite the opposite has happened. You will suck in many “watchers” that don’t normally post - 130 Telegram members compared to a maximum of 26 likes on this thread shows that scale of silent readers.
These comments were made at what time? What time would that be in Australia? So ask yourselves how likely is an ex CEO staying up at that time giving out company secrets on a private group? I think it is more likely of someone having a right laugh at your expense.
This is without our Tech in the Ford Lincoln .. https://www.lincoln.com/driver-assist-technology/
"In the latest test, conducted this summer on a track and on public roads, the Cadillac scored 69 points out of a possible 100, while the Tesla scored 57. A Lincoln Corsair equipped with Ford Motor Co 's (N:F) Co-Pilot 360 system, finished third with 52."
However prior to todays news I was concerned that the flurry of recent RNS's were to stave off a low-ball bid. At least that was not the case. Another bonus is all the sellers from the last week has reduced the number of weak holders. Should make any rise from the results stick better, athough I suspect there will be no surprises either way.
Why can both companies not win VW (seriously). I have speculated this before and feel it is a very likely scenario. 1 company is chosen for Infotainment and higher end DMS, the other to supply budget end with the real money in the mid class cars. This is what happened in the Computer indusrty when I worked there 8+ years ago with Intel and AMD. It would also make sense of the counter claims of OEM wins by both companies.
I realise this is undermined by PM's assertion that SEE's offering is the cheapest in the market .... and the fact that SEE appear to win the classy OEM's so far.
You slightly missed my point - Stockopedia own figures (whether wrong or right) project those figures - the comment on the bottom is "Revenues reflect an increase in demand for the Company's products and services due to favorable market conditions. " so SEYE forcasted 64m to 174m and yet the same timespan only rates SEE as 38m to 48m!!!!
All down to SEYE's BS machine probably, but to ill researched PI's which company would you think has the brighter future?
It is annoying, but just looking at Stockopedia to reference the SP, I notice their projected revenue for SEYE this year is 68m against SEE of 38m and 2021 SEYE are projected at 174M against SEE projected to 48M. What would the market buy based on such numbers? I really hope SEE can improve this forward looking projection on revenue this month, but I doubt it due to SEE's cautionary attitude.
Lovely to read the recent commentry on SEE's market share from both our CEO and EE times, but this has to impact on the bottom line soon. SEYE's bluster is getting up my nose to be honest and it concerns me, what if we have got our reseach all wrong? Trouble is PM still needs to prove himself to me "imminently" to enforce the upward trend in SP. I am not one that subscribes to the opinion that SEYE has an inferior product. Until I see evidence that SEE will occupy more than 30% market penetration then the 70% has to be taken up by someone else, who and why should SEYE's DMS be inferior to SEE's?
All the research here looks so promising and I should not worry really as even at 30% market share SEE have some wonderful clients already booked which must enhance the bottom line finacially. I need to see evidence of this and SEE need to come out from NDA somehow, and cashflow projections does not have to trouble NDA.
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.