Member Info for redindi

Semicast slightly favours SEE as regards Volvo but the RNS might not be soon ((( Pita @protein4snorlax · 21h It will have DMS.. based on Veoneer relationship, does that mean SEE? Semicast Research Semicast Research @semicast_res Replying to @protein4snorlax JLR and Geely look to be cockpit/HMI DMS. This is clearly automated driving. Slightly favors SM. From there it’s unclear if SM DMS is on the GPU or if this will be Fovio. Also event was Nvidia GTC so don’t expect a DW RNS anytime soon. This was all about Nvidia not Volvo. 11:34 AM · Oct 11, 2018 2 Likes

Semicast Research @semicast_res Translated: Nvidia accepts L4 mass market vehicles are still years away, so is going for plain old ADAS & calling it "L2+". Autonomous driving marketing is now all about a number from 2-5 (higher is better in the PR war). Nvidia Enters ADAS Market via AI-Based Xavier eetimes.com 9:28 AM · Oct 11, 2018 Semicast Research Semicast Research @semicast_res · 7m Replying to @semicast_res Problem is GPU is over-specced for ADAS - too expensive and consumes too much power. These issues matter hugely to OEMs for mass market models. No amount of marketing/PR can overcome these basic facts. Semicast Research Semicast Research @semicast_res · 7m "Level 2+...means integrating “360° surround perception and a driver monitoring system” in addition to a conventional adaptive cruise control (ACC) system and automated emergency braking (AEB) system." Fits with Semicast's view that the mass market will be L2 with DMS, not L4.

Esc Indeed, any Guardian licensing agreement is likely to lead to a profit in 18/19 rather than a loss so the sooner that's sorted and announced the better. That should move the SP.

Smart Eye is down today by about 5%,it's worldwide with a number of reasons. I only hope the 15th October doesn't make it much worse.

S7, You yourself said this was the last AIM stock you'd invest in. So, you said it yourself. I'm not being defensive, more a realist. When AIM goes down by 3.3%,some will go up but others will go down more than that. Whereas you see poor performance, I see it as normal for a potentially out performing AIM stock. So, yes, if 'erratic' performance ain't your thing, maybe you should invest elsewhere unless you believe it will outperform your other investments. But if you do invest in shares like SEE, expect volatility as it will surely happen. And as you highlight regularly SEYE seems to be performing well (recently) so why haven't you sold SEE and bought SEYE?

Terty Agreed. Maybe, tomorrow....

Observation my a##e. Anything negative beyond the control of SEE is the companies fault, when it's positive, silence.

Terty The markets tanked, blame the Italians....

S7, I'd guess you're guessing unless you've had the heads up!

Yes

Shares You're correct, even some shares on the main exchange have suffered similar losses. Maybe it is a buying opportunity, especially if there is a positive RNS!

Semicast Research @semicast_res Human error replaced by machine error. There will still be crashes. Putting camera DMS into every vehicle to reduce human distraction & fatigue would be a great start. There's a pretty neat solution out there called "Super Cruise", from some company named GM? Quote Tweet Mary Barra @mtbarra Human error causes 94% of the nearly 40,000 deaths from crashes each year in the U.S. alone. Self-driving vehicles are a compelling solution but we need federal legislation to help get us there. See our company position in my recent @axios article: (link: https://www.axios.com/mary-barra-gm-why-self-driving-cars-need-federal-regulations-4e9d4337-3b74-41a5-a9a2-c7fae034dae3.html) axios.com/mary-barra-gm-… 2:20 PM · Oct 10, 2018 2 Likes

Prior to the last Guardian news the SP went up so being the contrarian I am, I'm expecting a very positive RNS tomorrow!

Volvo tomorrow would be a good start although somehow I think Veoneer may think differently! So maybe a Guardian licensing RNS instead!!

S2020

Or maybe somewhat higher (as you allude to), as per Semicast -

'Where Sanjay at Panmure gets “no value” for Guardian from is a complete mystery to me. I believe the CAT deal was worth about US$17.5M [CAT vehicles in operation ~3 million units]. For truck/coach/bus it is probably more like 500 million vehicles in operation, so what is the value of a licensing deal for Guardian to say Denso to access that market? US$25-50M??? Maybe much, much, more could be on the table, so it looks to me like a significant cash injection is on the way in the short term.'

Maybe much, much more? But a profit however you dress it up, plus Cenkos very conservative as regards BdMS?

Maybe Veoneer 1/2 yearly results causing a delay?

So how much realistically could SEE expect from licensing Guardian to Denso or similar? Considering the respective market sizes, I think for a company the market size of SEE at present, significant doesn't do it justice!

http://www.safestocks.co.uk

Morgan that is!

Motgan Semicast forecasts near 100% of the market for SEE. At a unit cost (according to Semicast) of $50-100,000 this could be very lucrative as of now. Semicast Research @semicast_res OEMs & T1s road testing L2/3 ADAS is another major application for Guardian BdMS from @seeingmachines . See any AP crash media report & NTSB recs for details of reputational damage caused to supplier. Semicast upgrades BdSM TAM to ~2000 units. V. smart product definition here. 9:30 AM · Sep 18, 2018 1 Retweet 3 Likes