Member Info for redindi

Semicast Research @semicast_res In summary ADAS & autonomous driving are just about the hottest areas anywhere at the moment & no on-road testing of L2-5 vehicles can be undertaken safely w/o effective backup-driver monitor, due to distraction, boredom & fatigue. @seeingmachines have leading solution today. 10:05 AM · Sep 18, 2018 1 Like

Semicast Research @semicast_res Anyone care to estimate the cost of the aviation solution from @seeingmachines ? Guardian BdMS likely to be similar ballpark. Both are about safety AND reputation management. Post your guesses here! 9:47 AM · Sep 18, 2018 2 Likes

Semicast Research @semicast_res Economics of MaaS show benefits of BdMS from@seeingmachines. Two back-up drivers to one means twice as many test vehicles & miles. TNCs likely to find out just how big the problem of boredom by back-up drivers actually is. Ave. test session duration likely to drop significantly. 9:40 AM · Sep 18, 2018 1 Like

Semicast Research @semicast_res Plausible that revs for Guardian BdSM from @seeingmachines might make up for Gen2 shortfall in FY19 (ends 30.06.19). New broker notes likely to give a balanced assessment of situation. Key is if BdSM alone can carry SM through to profit when auto starts to ramp up in 2020/21? 9:35 AM · Sep 18, 2018

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

I think it's only a matter of time before further auto contracts are announced, probably Toyota and FCA, which who knows might be this week, together with aviation and /or rail. However, what I would like to see is further details of BdMS. If it is Waymo, and if it is as lucrative as Semicast said (although 62,000 might merit a discount) it really is a game changer. Equally if it isn't, that may point to Apple which wouldn't be bad either. As earlier posted, this is very exciting news, which again has not caught the markets eye, yet!

Fair enough, bring it on!!

Wouldn't it be one supply problem replaced by another? Nice problem to have, though!

North America data analysis centre. Part time?

Same here mate and for some time. SEE's SP could shoot up to 50p and you'd still be complaining that the SP would have been 70p but for the G2 issues. Anything positive you dismiss, anything negative, you exagarate to fall in line and confirm your deeply held bias. I suggest you take your own advice and stop investing in (especially) AIM shares.

Whatif No doubt the newly acquired (or soon to be) BdMS will plant that question (the acquisition of SEE) firmly into the minds of a few Titans, we hope! Maybe that 12-18 time line (from a couple of months ago) has been shortened somewhat? That's 'publicity' for you!

So you're saying you agree with Semicast when it suits you and disagree with him when it doesn't, disregarding what he knows and you don't? More than disgruntled by the sounds of it....

So, we have a poster who has been negative on SEE since the share price went into reverse and we have an analyst, whose knowledge of the market must be far greater than anyone on here as regards the market and some agree with the disgruntled private investor.
An analyst who called ARM right as the chip to go to and was then sold for 17 times the SP prior to his analysis, spends his working life (and he seems to put the hours in) analysing the market,so must have a fair idea of the going price for 'niche' products and then some question his determination of the price for the BdMS after he quoted prices paid for similar niche products in the sector.
At present, and likely to remain so, the number of units for the entire market is not likely to be more than a few thousand, possibly nearer a thousand. However there is a need for the product, hence the price to reflect the low number to be produced and therefore the high (per unit) design costs. Just like any precious commodity, it is reflected in the cost. Considering the low numbers likely, why would SEE sell something in such numbers for only a relatively low price? It's hardly likely, that from scratch, any other concern could do it for less and also have it ready.
So, I'm going with Semicast. Even $100,000 seems reasonable!

Chris - And I'm sure GB2 won't mind being wrong on this either! GLA

S7, there's always SEYE. Although Semicast seems to think their lack of data gathering is a negative!

Chris, I'd agree. Obviously the issues regarding G2 have affected revenue and as it is possible the first BdMS contract hadn't been signed any earnings from that area could not have been taken account of. Who knows? You've got to assume Semicast knows his stuff, after all it is Semicasts business to know it. So, how will BdMS affect the figures? Yes, Wednesday will be very interesting.

S2020 Semicast (Colin) remarked in an email reply to Safestocks a while ago that the market was clueless as to what Seeing is. How right is he?

The last of the 10 tweets. What happens when the market figures it out? Semicast Research @semicast_res 10 Guardian BdMS probably makes it less likely @seeingmachines will sell or license Guardian. The IP is extremely valuable, the press coverage even more so. Financial markets unlikely to have figured any of this out yet. AIM companies are not well covered or researched. ENDS 5:54 PM · Sep 14, 2018 2 Likes

S2020, you'll have to do your figures again. Amazing what you find in the stock room!!

BdMS $50-100K per unit. WOW!!