No, I can't recall video recorders having safety regulation helping, or hindering, their cause and as Phil said, SEE has the best, maybe only, solution as far as safety goes. Even on price now, SEE may compete but again with the best product as long as it's on a chip!
Of course, there's also Aviation and PM stating the licencing deals would be transformational and take the idea of further funding requirements off the table for good and that the news was imminent 6 months ago.
If these transformat deals take another one year or more, mayb PM should be renamed Paul Mc ever?
As thought, you don't know Aussie Rules. Hostile or not, you now have two shareholders each of who could block any bid, hostile or not and after what is believed to have happened in the summer of 2018, you can bet it would have to be way North of the figures you've concocted. Of course, I don't expect a shorter /SEYE shareholder to know anything of this so that is fine.
But, as you now have some idea, please go and short (or if you're a SEYE shareholder, somewhere to cry) elsewhere.
The focus is on forward facing and although it does state driver monitoring this is a potential application ie not the primary focus. Also, due to safety requirements, it's a non-starter until it can improve its ASIL rating
So you heard A$600 and I heard A$1,000. May I suggest we split the difference, although if I'm pushed I'm willing to accept what you heard, and you don't have to tell me from where, and call it A$800 per G2 unit cost to SEE?
Maybe there will be an upgrade, maybe there won't but the fact remains SEE has put in a Guardian volume order for, in old money, a$40 million which at A$1,000 per unit (so we're told) equates to an additional 40,000 units if all installed, or 60,000 all installed by 2020 calendar year end. And, obviously, you don't want dead money sat in a store room if you can help it!
Either 27,000 is nailed on (which would still end up with more revenue than Cenkos has posited) or the following half will see almost as many units installed on a monthly basis in order to get anywhere near emptying the storeroom.