Member Info for schlemiel

Seeing Machines And BMW Team Up On Driver Monitoring At CES
Sam Abuelsamid
Sam Abuelsamid Senior Contributor
Transportation

https://www.forbes.com/sites/samabuelsamid/2020/01/07/seeing-machines-and-bmw-team-up-on-driver-monitoring-at-ces/

https://twitter.com/samabuelsamid?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Come on Mr Bernstein, we know you're the man.

there's still a seller here, obviously

What exactly constitutes a declaration of commerciality? Is it a document of some form? Is it simply a verbal affirmation or is it when a resource is converted to a reserve which of course doesn't necessarily make it commercial?

There must be a trigger point for the market to rerate FOG stock and afford it a higher valuation. So far that 'event' has not happened though I am sure it will but knowing what this event is would make the puzzle less confusing

Results date is 24 Nov 2021. Cenkos no longer SEE NOMAD. Any connection between the two events?

Surely we're gonna get a buy note from Stifel..it would seem utterly preposterous if we didn't

Falcon’s Value Proposition

• US$100m Market Cap at 7.5p, 1 million net acres, current value per acre of US$100

• Possible shale valuations: Exploration US$1,000->Appraisal US$4,000->Production US$12,0001

• 5X increase in normalised flow rates at Amungee NW-1H – the play is on...

• Multiple upcoming news events to de-risk the play and drive it beyond appraisal

• Santos expected to fracture and flow test two 1,000m horizontal wells before year-end

• Major 2022 capex programs anticipated by all four operators in the Beetaloo

• 2022 activity could lead to a recategorization of Contingent Resources to Reserves

• Net Contingent Resources of 1.46 TCF – calculated only over 1/8 of Falcon’s acreage

• Prospect of Declaration of Commerciality in 2022

• Falcon remains “carried” as part of current A$264 million work program

*Possible shale valuations estimated from publicly available disclosures in the period from March 2

https://falconoilandgas.com/company-presentations/#1541158622782-52acf8a2-2f7f

Sitfel is primarily a US located broker but they do have a European division based in London.

CNKS as SEE's NOMAD has been replaced by Stifel. My reading of this news is that CNKS no longer have any relationship with SEE.

Does this news presage commercial news on automotive contracts?

Change of Nominated Adviser

Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Company"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, announces the appointment of Stifel Nicolaus Europe Limited ("Stifel") as Nominated Adviser to the Company with immediate effect . Stifel will continue as sole broker to the Company.

https://uk.advfn.com/stock-market/london/seeing-machines-SEE/share-news/Seeing-Machines-Limited-Change-of-Nominated-Advise/86511204

https://twitter.com/China__Focus/status/1457988833673465856/photo/1

thanks Iceberg for your analysis

https://uk.advfn.com/stock-market/london/xtract-resources-XTR/share-news/Xtract-Resources-plc-Bushranger-Project-Phase-2-Dr/86502110

well done

but need commercial news and volume

'which would likely be a mandate for new cars to be fitted with distraction mitigation systems'........If OEM's and T1's believe this is a fait accompli then you can bet your bottom dollar that they'll be rushing NOW to get their DMS plans in full swing and it won't be the distraction mitigation systems installed in the Tesla either..it'll be camera based as this serves so many different purposes other than distraction and attention including facial recognition and glance tech

The infrastructure bill includes a lot of needed investment in transportation.

Jonathan M. Gitlin - 11/8/2021, 7:21 PM
Autopilot on notice?

Driver monitoring systems are likely to become a lot more common in the coming years. The bill requires that within three years, DOT has to study ways to reduce driver distraction and then issue a formal rule, which would likely be a mandate for new cars to be fitted with distraction mitigation systems.

Although the bill does not call out any automaker by name, it specifically calls out "automation complacency by drivers" and "foreseeable misuse of advanced driver assistance systems" as problems that must be minimized or eliminated.

Additionally, the National Highway Traffic Safety Administration gets $109.7 million a year to conduct "behavioral research on Automated Systems and Advanced Driver Assistance Systems and improving consumer responses to safety recalls."