Member Info for OldFool13

Or 1 DMS company gets chosen for VW Audi and the other VW Skoda (for example only)

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.

So none of these models (inc the Mercedes) had our Tech in there to compare then? If that is correct then that selttles me back down :-)

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.

I got a quote for £15 k to sell! You must have a garbage broker. Not selling any time soon.

Where have you see this Stan? Robbie did hold in 2015 and sold @ 5.5p.

Where did you see this Stan? NT did hold some and sold in 2015 @5.5p.

ColdFishPie, you sir are a complete knob. Welcome to the world of being constrained as a green blob

Well 50glass, I have not posted since July, so under your criteria, I am allowed to post 1 thing.

50glass you are posting utter ******

Great finds from posters on this thread and the GBPD count is very low, 4p+ must be imminent! :-)

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 .