focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Urban Dictionary sandbagging When a player in any game chooses (on purpose) to not play their best. Normally this is because they are too superior, they want to hustle you, or they are too lazy to play their best with nothing on the line.
A bit weird how little media there has been. When was the last Vox podcast with a member of the leadership team.
I am also concerned as to why we are the only ones seeing the potential here? It used to be that DMS was so new that you could say no one had heard of us. But after CES 19 and Euro Parliament and NCAP then we must be well known by now. And yet we struggle to raise money and have to go for 3p fund raise. Where are the Xilinx, Apple, SoftBank interest? Concerning. We are now very reliant on some good news from these OEM RFQs. Fingers crossed
Not sure what Auntie Falcon would think about that comment Wilson. She has a mighty south paw, let’s hope you never meet. And she has no interest in cycling either. Now before this gets any weirder, bog off! :)
Having looked at the excellent table produced by Semicast I will be using the following guide:
If the media promotion is highlighting internal gaze type feature and little else it is unlikely to be us. Start talking about driver monitoring for handover then that is worth further research.
Look how many coffee cup companies are springing up now, need a quick rule of thumb to seperate as these promotional material and claims will increase in frequency.
Not a lot of updates on this....until now
Visit Seeing Machines’ Aviation experts Patrick Nolan and Alexander Robinson at Stand A4 – Air4 STEM Tent, RAAF Jericho Precinct as part of the AVALON 2019 - Australian International Airshow and Aerospace & Defence Exposition, one of Asia Pacific’s largest aviation and aerospace events. Held from 26th February to 3rd March, come and experience the technology behind our evidence-based Crew Training System for use in the Aviation industry. Click here to find out more: https://bit.ly/2Nu1p0i hashtag#seeingmachines hashtag#avalon2019
We would be nowhere without Ken. This whole journey has required strategic vision from the beginning. That is why we are technically and strategically advanced. This cheap cycling club analogy does little credit to those that use it.
I watched it too but did anyone actually get any pointers to what they were voting on? not clear at all.
If you search the refs IMCO/8/13151 (relevant Refs) you get another agenda for today from 1500 to 1830 with our vote listed as 10 of 13. If that is the case vote likely to be when London is closed.
https://www.eumonitor.eu/9353000/1/j9vvik7m1c3gyxp/vksx92ltylxt?ctx=vg9pj7ufwbwe&tab=1
No, right committee but it was Wednesday 20th
So New should start to filter out from 0930 this morning, great
In light of today’s news it is Also interesting to reread this October post from Redeye
On the conference call Aptiv said the following about the new compute platform:
"Our success of developing and commercializing high-speed central compute platforms are a significant competitive advantage, enabling more automated and connected vehicle content. Our earlier wins in active safety and infotainment are now being broadened to include the body, chassis and powertrain domains. During the third quarter, we booked a high-profile compute platform with Porsche and Audi, representing another industry first for Aptiv and our third area of vehicle domain centralization with the VW Group. We're providing automotive OEs with a highly complex hardware and software architecture, including the functional safety components necessary to combine the body, chassis and powertrain controls across multiple vehicle types and powertrain configurations. In short, this new business award from Porsche and Audi validates our approach to domain centralization and the evolution to smart vehicle architecture, which is unique in the industry and is helping us win in the marketplace."
We are not sure but it could perhaps be related the next generation of the central driver assistance controller, the so called ZFas. As we understand it, the driver monitoring technology of Audi is integrated in ZFas and we find it likely that this could be the case for the next generation as well. It what would be the case it would be positive as it might indicate that Audi could go for a similar DMS as in the previous version.
Thus, the stakes are getting higher and we are getting closer to contracts for the tier-2 players like Smart Eye, as well. As we have previously reported, Aptiv has won a DMS contract from Fiat Chrysler and now it seems that possibly Porsche and Audi could be added to Aptiv’s list. Aptiv looks very strong and we believe that Aptiv’s chosen tier-2 partner therefore has a good chance of becoming the market leader. We not yet found any link from Aptiv to Seeing Machines which kind of narrows it down. However, we will continue to research this matter. Additional Audi wins for Smart Eye is already discounted in our valuation but it would still be a significant catalyst for the share price.
Customer 8 is in slide 1, Customer 8 is missing in slide 2 but
New customer 18 shown in slide 2.
Who knows what is going on!
Did anyone pick up Nick mentions we have about 18,000 units in fleet? That sounds a bit better! Great interview. Future is bright, just need patience. Some people on this board would do well to listen to this, it might stop their carping.
Google Flight safety foundation and then see article in latest publication entitled
Eyeing the Eyes. Article about SEE and another potential competitor in this space.
Eye-tracking technology is seen as a key to detecting persistent scanning errors. by Linda Werfelman | January 24, 2019
Eye-tracking technology, used along with simulator training, could identify problems with pilots’ instrument scans and help them correct their techniques for future flights, experts in aviation training and the use of eye tracking say.
For example, if a session with eye-tracking technology shows that the pilot monitoring is looking outside when he or she should be monitoring instruments, “you’ve identified a problem,” Capt. Mark Cameron of Emirates said during a presentation to Flight Safety Foundation’s International Air Safety Summit, held in November in Seattle.
Co-presenter Patrick Nolan, general manager for aviation with eye-tracking equipment manufacturer Seeing Machines, added that the goal is not only to determine what a pilot is looking at but also to put that information into context.
Wow, you should enter the Olympics with those speeds Mr Quick Foot
We like to see our associates doing well, not for this crew it appears
Shares in Caterpillar, the maker of plant equipment, plunged almost 10pc in New York after it posted results far short of analysts’ expectations. The company, seen as an economic bellwether, warned of slow growth in the coming year, largely down to China
Ok, I am the first, lovely being out front, just like this Company
Come on Isb, better than the usual moping. We all enjoy a Chris Menon super boost, he has certainly helped me keep skin in the game. We can all dream, especially at these nightmare so levels!
I took that as the declared OEM wins, industry wide. Or you could read it that market is 600 million by 2025 and we have potential 300 million. Alternative readings of the comment. DYOR
Have you found your precious yet? We have and it’s called SEE. It was under your noses all along. Never mind. All the best on your other adventures. I have some advice for you, never trust a hobbit!
So for the price of a pint (if you live in London) each month you can get access to all The Cenkos notes on SEE with Research Tree. I have also found a discount code NY2019 which gives a monthly fee of 6 pounds. That’s a 2 pound discount to the usual rate. Well worth it.