Member Info for schlemiel

the company will not be forgiven if they f**k up again

https://www.unece.org/fileadmin/DAM/trans/doc/2019/wp29grva/GRVA-04-07.pdf

I think UTAC is testing DM for EU NCAP regs on DMS. Page 5

I wonder if this reference ('most advanced DMS in use') is a personal opinion or one based on comments Barnden picked up from last week's event?

https://seekingalpha.com/article/4292715-veoneer-vne-presents-europe-ride-and-drive-event-slideshow

SEE and DMS references

'So this I believe is a system from Seeing Machines. And I think that will probably be the most advanced driver monitoring system in use in a production vehicle when that car launches next year.'

JUNKO YOSHIDA: All right. On that note, well thank you so much, Colin.

COLIN BARNDEN: Thank you very much, Junko. Always good to talk to you.

BRIAN SANTO: Now, I’ve sat in a Byton, and that dashboard truly is impressive. It wraps all the way across the cabin from the driver’s side to the shotgun seat. It struck me as a massive distraction, but perhaps, once on the road, it won’t be. We’ll have to see what happens when people start buying and driving them.

HTTP://www.eetimes.com/document.asp?doc_id=1335124#

And also what they're doing is essentially enabling the information in front of the driver separately from the passenger. So you can have navigation information and other driving information in front of the driver, and then in front of the passenger you can have video, you can have play lists, you can have all sorts of essentially personalized entertainment. And what Byton were very clear about is the fact that they've got crash-resistant coating. It's a double-coated screen, not only to reduce reflectivity and reflection, but also in the event of a crash, the glass that is part of the display won't go flying around the cabin. So it looks at first like it's a very dangerous situation, and yet there's a lot of thought that's been put into the design of that system to make it crash-safe and usable in everyday driving.

JUNKO YOSHIDA: Okay, great. I said that was the last question, but I just couldn't resist asking one more question. In your story, you said your favorite was BMW's Concept Four. Why is it your favorite?

COLIN BARNDEN: It looks fantastic. But what I actually got from talking to the tier ones is, I can start to piece together parts of what is going into that car. So it's going to be I believe the first production vehicle with a Mobileye Q5, which is obviously going to be very exciting. That's the next generation, the Mobileye technology. I believe it's going to have the most advanced driver monitoring system in 2021. Again, I believe that's from Seeing Machines. And if my estimation is correct, then I saw Continental in a side presentation at the show demonstrate for the first time what they call augmented reality HUD, Head Up Display. And that's using the entire windshield as a head up display. And I've never seen that before. I actually talked about it in my piece in December last year called, "The Eyes Have It." And I was talking about that as a concept in maybe 2028. And I suspect actually that might be in that BMW in 2021. And I suspect that will be the start of CES 2021. So the shape is fantastic, and I suspect some of the features and functionality that are part of the user experience of that car are going to be really, really exciting to watch. So I'm looking forward to that being released.

JUNKO YOSHIDA: But the clear trend was, at the show, it seems like electrification is no longer just for the luxury car, but really the mainstream, everyday car?

COLIN BARNDEN: Precisely. So there were electric VWs, there were electric Hondas. Essentially there's electric vehicles now offered by all of the mainstream brands. Whether they can make the vehicles profitable is still unknown. But that's the direction really that it's going into. And this is really the trend that I'm seeing now, is that the huge development costs of the OEMs and the tier ones have had for electric vehicles. If they're going to continue doing that now into autonomous driving, at what point have they bled so much red ink that they have to say, Hang on; stop. We just don't have a viable business here if we keep doing this. And I think what I saw here in 2019 is the OEMs and the tier ones essentially saying the development costs of this technology are now getting so huge and vehicle sales are falling that we've got a problem here with our business models. So really 2019 was the first time I've seen true distress in the industry.

JUNKO YOSHIDA: Oh, interesting. All right. One more thing that I wanted to ask you is that you talk about the personalization, but you also mention in your story Byton's new model. I guess that's a concept car I guess. The 48-inch screen? Tell me... To me, that seems really obscene. Tell me a little bit about that.

COLIN BARNDEN: Okay. So you actually have to see it for real. You have to see that car. And it's a production vehicle. So it goes into production for China in the first half of next year, and it will go to the US and Europe for production in the beginning of 2021. So what you've got there-- and you would think that that's actually highly dangerous to have a screen that big. A) it's distracting, so they have got a very advanced driver monitoring system there to make sure that the driver is paying attention to the road. So this I believe is a system from Seeing Machines. And I think that will probably be the most advanced driver monitoring system in use in a production vehicle when that car launches next year.

JUNKO YOSHIDA: Wow. That's pretty amazing. So well us a little bit about electrification. We knew it was coming, and all the regulations etc. But I also read in the Financial Times today, they were talking about over this past weekend when the show was open to the public, there was a big demonstration against the automotive industry in general. What's going on?

COLIN BARNDEN: So I didn't see any of the demonstrations. I was in the show the whole time. But I think if we go back to 2015, we get what's now known as Dieselgate, which was really the talk about VW and some of the VW brand using what was subsequently termed a "defeat device" to defeat the emissions testing regulations here in Europe and also in the US. And I think really what people are demonstrating against is generally the emissions, the tailpipe emissions, of the internal combustion engine. So there's really this whole talk about, you know, What if we go to electrification and we have zero emissions.

But the argument that I've always made is, all that's actually happening is, you're moving the emissions from the tailpipe to the public generation infrastructure. Because you can't generate electricity emissions free, unless you're doing it through nuclear. You can do it through renewables, but you've obviously got issues. The sun doesn't shine at night. So really I think that a lot of people really are saying, we don't want the emissions. And my question is, "Well then, how do we actually do transportation? What actually is the solution?" So it's really quite a complex problem, and it will go on for decades.

JUNKO YOSHIDA: Wow. All right. So speaking of the trend of the market, I thought it was very clever of you to actually give it a name: the transition from CASE to CAPE. Please explain what CASE is and what CAPE is.

COLIN BARNDEN: So CASE was the phrase du jour of two years ago really for the industry. Everybody talking about Connectivity, Autonomous, Shared and Electrification. And as we've been talking about, and as I've been writing for the EETimes this year, really the trend that I'm seeing is much more about assisted driving rather than autonomous driving. And really what's coming out now is that it's all about the individual. So this trend that people were talking about so much about mass mobility in service and robotaxis. What I'm seeing now is much more privately owned vehicles with content and experiences really very much tailored to the individual user. Even to the point of play lists, automatic seat positions based on interior cameras that are measuring the size and the weight of the driver...

JUNKO YOSHIDA: Yeah, that's interesting.

COLIN BARNDEN: ...and moving the seat and the wheel into an optimal driving position.

JUNKO YOSHIDA: Yeah. How do they do that. I mean, what technology is used to individualize the seat setting and all that?

COLIN BARNDEN: So there's two ways you could do that. One is either a time-of-flight camera or the other one is an infrared vision camera, which is starting to be installed in the car now through driver monitoring systems. And essentially it's looking at the driver's body and just making an estimation, and very good actually from the system of what your position is and what your size is. And then moving the seat forward or back, moving the seat more upright or laid back, and then moving the steering wheel up and down. And the experience that I had was the driving position was perfect.

2 jobs

'About the role

Due to the rapid growth we are experiencing as a national distributor of Seeing Machines' Guardian (a world leading technology that prevents driver fatigue and distraction related events in real time), we are looking for a channel sales representative based in Melbourne to build, lead, refine and drive the sales channel across VIC, NSW, TAS and the ACT. Ongoing travel will be required for this role.'

https://www.seek.com.au/job/39877882?searchrequesttoken=8060eacb-c364-4a3b-8639-9b35bb68c172&type=standout

read some of the job descriptions...interesting

is 1 v 1

Cenkos has been sat at 4p since before 8am. I wonder if the absorbed sells at 4p is someone stocking-up for Monday? Is Cenkos taking stock at 4p? They are the SEE House broker after all...they surely must have an inkling of what's contained within

Yes, I'm not sure if we offer this buy it's important we do tho' SEE could be working on it or as you say we may have a specialist FR company that embed their software into Fovio.

That's my reluctant sell of 15000 to pay a debt

Is Facial Recognition (FR) part of DMS Fovio's offering? The use of FR to personalise the owner's vehicle is important. Identity to unlock the vehicle. Identity to personalise a car's settings ie seat arrangement, radio tuning, heating levels etc etc

SEE cannot spread themselves too thinly - that would be disastrous. focus on commercially viable projects and ditch liabilities that drag on the business..they need to be laser focused on creating shareholder value

A shareholder in SXX claims to have lost nearly £250k since that company's price collapse. Another considered suicide. Absolutely tragic events

Buying shares can be a very dangerous business indeed.

I had a small number of SOG shares that were taken over this morning at a decent premium. I'd like to see that happen with SEE. get us to 10p and then an offer at 15-20p

Never look a gift donkey in the bottom

I wonder if we get an update on the Volvo rumour as per Safestocks in next week's FY results?

Today - 'The rising wave of restructuring in the country's oil and gas sector has reached a new level with suggestions that Japan's Inpex Corporation may be considering a potential float of its Australian operations, centred around the $US45 billion ($66 billion) Ichthys liquefied natural gas project in northern Australia.' (Afr.com)

-

Interesting. Are they raising capital for NT expansion?

Rivian does have a patent for driver monitoring. Any inkling that we may be working with them to install Fovio in their system?