Member Info for Robbiefalcon

The question i have is this. Are SEE really going to be able to use the SaaS model for every truck and van sold? Why wouldnt the clients just go for the fovio chip set up that has past muster in the cars to meet the legal requirements in vans.. you may answer that SEE will on,y sell the product as part of the SaaS model but can you imagine the financial cost to the Company, unless some deal can be brokered with insurance. Would love the management to clarify when the dust settles.

I like GB2 point: keep an eye out for the negative pirates arriving with empty bags of gold. Lets see if any appear. We will need the help of every ship mate. :)

Buys out pacing sells, lets hope that continues

And on that note, to bed. Great day, hard to get my head round the fact that our little old company, that nobody had heard of or understood, could well be mandated in every new car in Europe in 5 years time. And on that bombshell, good night fellow travellers,

What a day! I had so many things to do that i took the day off. I didnt expect that one and only achievement was to sit back and watch this shar3 price rocket. Reminds me of 2013 except this time there is no Samsung ( yet) and i an not thinking about Christmas. Perhap a gorgeous summer holiday instead.

Don�t forget Motley Fool. They have written SEE up as a sell and have admitted they didnt even consider the Euroncap angle in their assessment. Pah!

possible but it says Air quality in Europe, are we now covering this as well!

A8, i was expecting you had another Company like FotoNation in your thoughts. Just a little disappointed that you could only think of SmartEye. Don't worry, SEE tech is years ahead of these Companies so no doubts here, we are allowed to mention them.

Thank you Sandy, i didn�t have the patience to wade through that mire. BUSTED! Yes, i bet he would rather we move on. What a strange view to hold in November, just when he was trying to be the wolf in Wall Street. the mystery competitor was Smart Eye. Lol, priceless

Alex Whatever happened to that mysterious company you alluded to a few months ago! The one that industry insiders told you about that was a serious competitor to SEE? You have gone very quiet on it? Do you remember! it was in your SELL period probably around Christmas time. Genuinly interested or does it remain a secret?

Wow, who would have thought that putting your hands on the steering wheel once in a while would not capture distracted driving. Elon Musk is a genius, he couldnt have made a huge mistake here could he? Lets find out on Wednesday whether steering wheel grabs are recommended by European regulators!

Nice spot S20, Let's hope this is where we come in The strong performance was driven by the continued growth in our premium fleet subscriptions globally

Akio Toyoda, president of Toyota �The automotive industry is hurtling into an era of profound transformation, the likes of which come only once every 100 years. With even our rivals and the rules of competition also changing, a life-or-death battle has begun in a world of unknowns

I hope not mate, they got bought out for a 30% premium on the share price, unless they exchanged shares with the new Company.

Yes i agree Seb and here is another topic that has done rounds on these boards, Having skin in the game. Found a great quote in the Daily Telegraph today about Directors taking a stake in their Company. This quote is actually from one of our brokers that made me laugh. Canaccord Genuity�s view is that �investors look for directors and managers to have a meaningful personal investment in the companies that they direct or manage � we have never met one investor who has argued against this and we strongly believe that skin in the game sends a clear and powerful message to both existing and potential investors�.

Lewbo, i would also expect an RNS in response to Euro NCAP if expected announcement re DMS is forthcomming and at a level that effectively makes it mandatory to get 5 stars. That will have a material effect on the buisness too

Stand corrected. Blog post by Semicast Brandon in EEtimes (and liked by Ken) on 23 April Here's another statistic: 90 percent of all light vehicles in use on our roads and highways have no automated or assisted driving features at all�otherwise known as SAE Level 0. So rather than jumping straight to AI, Semicast advocates making human drivers into better drivers, for example with the mandatory installation of autonomous emergency braking and steering (AEB/AES) and camera-based driver monitoring systems from companies such as FotoNation, Seeing Machines and Smart Eye.

Wow, this does not make much sense. Semicast have not really mentioned this Company in the last few articles i have read. Not mentioned in the CG report while the Cenkos report gives it a footnote; FotoNation FotoNation was founded in 1997 and has worked successfully in the photography industry on functions like red-eye reduction and in the mobile industry for face tracking and biometrics. It first announced its entry into the automotive DMS market in 2015 with a relationship with Texas Instruments.

Thanks for posting, that was actually interesting. No hints at going pilotless though. Would love the team to video all their presentations like this. Beats scrimping around on the internet looking for little morsels!

I think even Tesla was supposed to stop this sort of thing happening. They are supposed to check you are gripping the steering wheel i believe