Member Info for schlemiel

SEE have so many fingers in so many pies, it's almost inconceivable to believe that we will not see a material development that will drive the stock higher. Of course the inverse may occur but then If I believed that I would not be holding

I bet in the next 6 months we see material developments in both SEE and in the wider auto-industries in which we operate.

There's far too much happening under the radar for that not to feed through to some form of material news-flow

I keep referring back to the hefty placing we've just had..over £32m. They didn't raise that amount of cash for no reason at all. They raised £32m for a REASON

I believe he's managing investors and the wider market's expectations...he's boxing clever and that's what I'm choosing to believe, maybe naively so..dampen down expectations and then whack the market with a stonking piece of news...we live in hope

L2 didn't flinch at that 1.087m print

flowing back to other stocks?

The rise of Eurasia Mining since last week has almost sucked dry the liquidity from other small-caps...the EUA rise has been spectacular - almost 900% in a few weeks with volumes off the scale - that flow of capital into that stock's moved liquidity away from stocks like SEE though this is my opinion, not a statement of fact...I have seen this phenomena before though

L2

2 v 2

PSA make around 3.7m cars a year. FCA around 4m.

PSA make Peugeot, Citroen and Opel.

https://www.wardsauto.com/autonomous-vehicles/who-wants-self-driving-vehicles-survey-not-many

Who Wants Self-Driving Vehicles? Survey: Not Many
“I’m going into engineer mode here, but that’s a glass table,” says Doug Betts, referring to an autonomous-vehicle concept interior.

Steven Finlay | Oct 30, 2019

cont...

Safestocks getting very annoyed with a new offering and rightly so.

Welcome to the lady on the board. I always assumed we were all men! My wife tells me I am all man so I must be. Everyone I have ever met through stock-trading have been male, which is odd. It does seems an overwhelmingly male pursuit

Automotive sales continue to increase moderately year on year, due to
non-recurring engineering payments for newly awarded business and
as pre-production technology samples are delivered to customers.
Automotive revenue is expected to dramatically increase over the
period between 2021 to 2026 where Original Equipment Manufacturers
(“OEMs”) will start mass production on vehicles under existing Driver Monitoring System (“DMS”) awards. As we are now working with an
increasing number of automotive Tier 1 customers globally and are
actively engaged on programs with six OEMs in North America, Europe
and China, we are considered the leader in DMS technology for
automotive applications. We are also continuing to develop significant
opportunities with global market leaders in the Aviation and Offroad
segments.

'expanded programs'!!

'9 ongoing Automotive programs

Expanded programs for future generation Driver Monitoring Technology has validated the world-leading
technology developed by Seeing Machines.'....

-

sounds exciting !!!

'validation' surely means possible contracts down the road!

The company’s machine learning vision platform has the know-how to deliver
real-time identification and understanding of drivers and operators through
Artificial Intelligence (AI) analysis of heads, faces and eyes. This insight enables
Driver (and Operator) Monitoring Systems (DMS), which monitor driver/
operator identification and attention and can detect drowsiness and distraction
across multiple transport sectors.

-

SEE does produce facial recognition to confirm driver identity

https://www.seeingmachines.com/wp-content/uploads/2019/10/SM-AnnualReport-2019-web.pdf

https://www.marketscreener.com/SEEING-MACHINES-LIMITED-4005679/news/Seeing-Machines-2019-Annual-Report-29480267/

05:17a SEEING MACHINES : Notice of Annual General Meeting 2019 PU
05:17a SEEING MACHINES : 2019 Annual General Meeting announced PU
05:17a SEEING MACHINES : 2019 Annual Report PU

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I have no idea why this info's not been formally announced

What exactly is Seeing Machines in terms of their product offering?

Is it simply DMS - fatigue, distraction, eye-gaze
Or are involved in occupant monitoring
Infotainment using eye-direction to for example turn on the radio
Facial recognition? I have no idea if this is a SEE product?
Lane changing cameras

etc etc

Does Fovio form the foundation tech of a client's 'add-on' developments?

If we can't see the actual contracts then we are in the dark about what exactly SEE is contributing other than DMS

Surely we are also developing products that bolt-onto DMS

enuff from unless L2 changes

yes,

An AGM and a CMD in the space of a few weeks...let's hope they're not gloomy but celebratory events

2 v 1

Cenkos & Ceasarstone on the bid
Cantor sat on the offer, snoozing

Come on SEE ffs, proper news please

Not sure about a re-rate (degrees of price movement) but it would remove an unnecessary uncertainty

Some interesting docs from late Sept on Thatcham website regarding driver monitoring and just how essential it will become when semi-auto really kicks in..also covers issues like liability in event of collisions, sale and monetisation of data generation from monitoring and connectivity....

I'm sure Thatcham are working with Toyota and Volvo and indeed the EU to formulate regs on NCAP DMS requirements...

I can almost taste the news on these DMS contracts -

A site of top notch quality

https://www.automotiveworld.com/

https://ec.europa.eu/transport/sites/transport/files/legislation/swd20190283-roadsafety-vision-zero.pdf

'On technical level, the revised vehicle General Safety Regulation will introduce driver drowsiness and distraction warning technology, assessing the driver's alertness and warning the driver if needed, to be installed in vehicles on a mandatory basis.'

That's a fair size trade, around £92k. market's absorbed it so still decent interest in the market