Member Info for redindi

Four in the last day, all Guardian related!!!! All very good but no RNS, yet!

Phil You may well be right, it depends on the RNS, one or more. Maybe yet more patience is required after what Semicast said last month - Semicast Research @semicast_res · Oct 26 Best guess six T1s evaluating @seeingmachines Fovio DMS: Aptiv, Denso, Hyundai Mobis, Valeo, Visteon, ZF. Each month means more data gathered by Guardian (>100m kms/mo ?) = more training & refinement for SM DMS algos. Delays & longer evals. by OEMs/T1s thus seems to favor SM. LewboAIM LewboAIM @LewboAIM · Oct 26 So best guess which T1s are already working with @seeingmachines ? Hansen Report states Veoneer + 3 others for the 5 OEM wins. (although I had thought it was more) RedeyeMannen RedeyeMannen @RedeyeMannen · Oct 26 What happened to the other two? It used to be six of them. LewboAIM LewboAIM @LewboAIM · Oct 26 It is 6 Tier 1's. I had that confirmed. My take is OEM 3 have 3, OEM's 4 and 5 are Veoneer and OEM 1 and 2 are different. But what do I know!! More to come me though..... Semicast Research Semicast Research @semicast_res Replying to @LewboAIM @RedeyeMannen and @seeingmachines You've missed the wider picture. Six more Tier 1s are now evaluating @seeingmachines ...because OEMs will have told them to. Suggests momentum now firmly with SM. May be OEMs want max. performance & design flexibility=FPGA. End game nearing; this will all be settled during 2019. 9:02 AM · Oct 29, 2018 · Twitter Web Client 4 Likes

It would appear that the Australian silly season follows directly after the British silly season, hence the dearth of any overtly positive news. And all silly seasons end, we hope, after which a raft of positive RNS will follow. Let's hope the Aussie one ends soon, preferably tomorrow!

Wilson Alistair is just glad he's not called Paul!

Terry Maybe I've found the answer? Seeing Machines @seeingmachines . @seeingmachines were thrilled to hold our inaugural UK Guardian User Group Seminar in London last week, facilitated by Director of Business Development EMEA Alastair Protheroe - a chance for our clients to learn more about Guardian and the work we do #seeingmachines #SEEGuardian Image Image 12:08 PM · Nov 1, 2018 5 Retweets 15 Likes

Maybe DMS is Volvo's airbag moment? Semicast Research @semicast_res Replying to @woofbahn Issue is the thermal expansion from heating a chip consuming >100W, then cooling, then repeat for 15-20 yrs. No one knows the reliability. 7nm is SoTA for datacenter, no one knows how that tech performs in auto env. This is central prob for a company starting with the letter N. 2:36 PM · Oct 30, 2018

Maybe people should sell and buy SEYE? But they're down today even after Viktors note. The tech sector is suffering at the moment and there's nothing SEE or any such company can do unless it has an RNS or 3 to release. Very few companies have the power to move markets, certainly not SEE but some believe otherwise. Maybe people should chill and let the news to flow, human frailties seem to be coming into play which may affect people's wealth?

Semicast Research @semicast_res · Oct 26 Best guess six T1s evaluating @seeingmachines Fovio DMS: Aptiv, Denso, Hyundai Mobis, Valeo, Visteon, ZF. Each month means more data gathered by Guardian (>100m kms/mo ?) = more training & refinement for SM DMS algos. Delays & longer evals. by OEMs/T1s thus seems to favor SM. LewboAIM LewboAIM @LewboAIM · Oct 26 So best guess which T1s are already working with @seeingmachines ? Hansen Report states Veoneer + 3 others for the 5 OEM wins. (although I had thought it was more) RedeyeMannen RedeyeMannen @RedeyeMannen · Oct 26 What happened to the other two? It used to be six of them. LewboAIM LewboAIM @LewboAIM · Oct 26 It is 6 Tier 1's. I had that confirmed. My take is OEM 3 have 3, OEM's 4 and 5 are Veoneer and OEM 1 and 2 are different. But what do I know!! More to come me though..... Semicast Research Semicast Research @semicast_res Replying to @LewboAIM @RedeyeMannen and @seeingmachines You've missed the wider picture. Six more Tier 1s are now evaluating @seeingmachines ...because OEMs will have told them to. Suggests momentum now firmly with SM. May be OEMs want max. performance & design flexibility=FPGA. End game nearing; this will all be settled during 2019. 9:02 AM · Oct 29, 2018

Semicast Research @semicast_res Best guess top four Japanese OEMs evaluating @seeingmachines Fovio DMS: Honda, Mazda, Suzuki, Toyota. 2017 WW LV production combined ~20M. Subaru & Isuzu v. likely. RNM alliance impossible to call. Could choose Mitsubishi DMS. 1:10 PM · Oct 26, 2018 1 Retweet 2 Likes

Of course, that is not to say Denso won't be entering any other relationships at the same time? Semicast Research @semicast_res Unsolicited clarification from US PR agency on behalf of Denso NA: “DENSO is not leaving the commercial truck market, nor is DENSO changing its relationship with its current suppliers”. So, there you go. Everyone clear? #veryunusual 12:12 PM · Oct 24, 2018 2 Likes

$50 million is roughly £38.5 million. Nice little one off payment, I agree!!

No, 28p was for the company, in total.... This ain't just happening here, it starts in the FTSE100 and gets worse the further you go. And not just the UK, Sweden even, SEYE is down 7.5%. Obviously shares not making a profit (for now) and no positive news today or recently (and maybe a lack of loss of trust in the case of SEE) are going to suffer more. Whichever way you paint it, SEE needs positive news.

Semicast Research @semicast_res FPGA is poorly understood. This is what would be possible for an OEM...with a bit of creative thinking from Semicast... "Phone-as-a-key" remote door unlock via iOS/Android app Load advanced biometric facial recognition IP to FPGA Authenticate driver locally or via cloud (OTA) 5:38 PM · Oct 22, 2018 Semicast Research Semicast Research @semicast_res · 18m Replying to @semicast_res ...all vastly more secure than a conventional key/immobilizer pair so far Driver pushes "Start" ...FPGA reconfigures to DMS Download driver profile OTA from cloud (FM/SXM, playlists, AC settings, seat/mirror position etc.) Drive off ...and FPGA works as a conventional DMS Semicast Research Semicast Research @semicast_res · 18m on p.5 of SM 2018 annual report "...Group’s core head, face and eye tracking interpreting and identification technologies" FPGA can be reconfigured in a fraction of a second. Same FPGA can be used sequentially for many different tasks. Can't do this on ASIC/MCU/GPU. Semicast Research Semicast Research @semicast_res · 18m This functionality is well proven. Here is an EE Times document discussing it (from 2006) How to take advantage of partial reconfiguration in FPGA designs eetimes.com

Whatever, I hope we don't have to wait until the New Year for the next DW. Wouldn't NDAs preclude any such fanfares anyway?

S2020 I don't think that is what Colin said!

Now when is CES? Semicast Research @semicast_res With the L4 dream fading & L2 autosteering cars now truly passé, eye gaze tracking (DMS) looks well set to be the attention grabbing tech innovation for Tier 1s & OEMs at CES. Most obvious time for DWs to be finalized is at CES, with lots of media attention. 11:10 AM · Oct 22, 2018 1 Retweet 4 Likes

https://www.bbc.co.uk/news/business-45935000

SG Sometimes in an innocent email reply, maybe, just maybe, some big clues are inadvertently given. Ken seems to be hinting at the only worry SEE has is the required skilled manpower to manage expected (or done deals) contracts. How this is met financially is the question? Maybe Colin is right either way, loans or a very significant cash injection via a guardian licensing agreement? Or another placement, after deals have been announced? Regardless of how it's managed, Kens reply is very revealing.

Ken mentioned 'right capital base' " maybe he should listen to Panmure? Also, what does he mean by 'the right capital base'?

Beef Thanks for sharing. Confident and certainly no hint of looking for a low ball bid!!