Member Info for Seeing-2020

Whatif, I spotted the BMW event and makes sense for Dr Mike to explain DMS, have you seen that somewhere?

21st Oct 2020

The MOU frames the intent to enter into a global non-exclusive license agreement to collaborate to enhance pilot training technology with the Company's dedicated precision eye-tracking system for flight crew training in the full flight simulator (FFS) environment.

 

L3Harris and Seeing Machines will work together to implement this technology into simulators at L3Harris' training centers, and offer the integrated solution to L3Harris' customers into existing and future simulators. Seeing Machines will collaborate on design and integration of flight training customer solutions, and L3Harris will look to optimise the visualisation and analytic capability, to create the optimum solution for enhanced flight training.

 

No hope needed, just read this from the 21st Oct RNS, seems pretty certain to me

"Sanjay Kaeley, Head of Product Solutions for Commercial Aviation at L3Harris said: "Working closely with Seeing Machines through this agreement will help to enhance the understanding and measurement of the pilot decision making process within the simulator and, in due course, in the aircraft. It is an exciting development to further support our shift to data in training, leading to an enhanced evidence-based training approach."

Jazz, I give McDelivery number 8 on the list also, whilst the RNS for QC didn't have $$, it's way bigger than anyone dreamt it would be, no one thought we would be standard on snapdragon, the ramping rampers never even said that.

I also give him part of 21, for the New Jersey Investor, I thought my crystal ball said New Jersey not New investor from Jersey.

Updown, to be fair he delivered an MOU with global giant L3harris, we all saw how much both sides celebrated that so its coming.

I suspect St Patrick's (Nolan) Day is coming very soon

Buffet, he was very clear that all Design Wins whether via Xilinx, Tier One, Omni or QC will be announced to the market, so its just a matter of sitting back and waiting.

Separately QC have said they have an OEM signed up for Snapdragon Gen 4 (which has SM as standard) for production in 2023, but they are not going to name them yet.

So SM won't name VW Group until QC say its OK.

One thing Paul is very clear on is in this extract from the QC RNS 27th Jan."We expect this engagement to deliver significant incremental volume on top of our existing business plan"

We ticked nunber 6 off the list on 8th Feb, moret o come.

A reminder of my list

In order of likelihood (IMO,)
1) Trading update for 6 months to 31st Dec 2020
2) Semiconductor company license deal (MOU announced Sept)
3) L3 harris license deal (MOU Oct)
4) Ford mach e and F150 confirmation RNS
5) Merc S Class confirmation RNS
6) Supercruise expansion RNS
7) Ford expansion RNS
8) Qualcomm RNS with $$
9) 2nd Semiconductor MOU RNS
10) CAE license deal MOU
11) Design Win for European OEM (Audi rumour)
12) Design win with major Japanese OEM (rumour Honda)
13) Aviation win with plane manufacturer
14) Volvo design win
15) JLR design win
16) Geely design win
17) Texas Instruments license deal
18) CAE license deal
19) year end trading update
20) Toyota Design win
21) Numerous TR1 for US II

So thats my 21 for 21

10) BMW I7

https://www.autocar.co.uk/car-news/new-cars/bmw-launch-nine-new-electric-cars-2025

9) BMW I4

https://www.autocar.co.uk/car-news/new-cars/bmw-launch-nine-new-electric-cars-2025

8) GM Bolt

https://www.theverge.com/platform/amp/2021/1/12/22226098/gm-chevy-bolt-electric-car-tease-super-cruise-release-date

7) F150 Electric - as per post from Philtronic f

5) (told you I couldn't count to 30) - Mercedes A Class

6) Cadillac Escalade - 8th Feb RNS

4) BMW IX

3) Mercedes Benz S Class

2) Ford Mach-E

1) Ford F150 - best selling car / light vehicle in US for last 4 decades

Extract below from our Feb trading update, so exciting to see what they are, I can't even count to 30.

"Over the next two years, Seeing Machines expects to be in full production with existing OEM customers on more than 30 distinct car models, ranging from world leading technology flagship brands to world sales volume leaders"

https://www.bmwgroup.com/en/news/2021/future_idrive.html

"The BMW Group envisages the vehicle playing an active role in communications with humans, becoming an intelligent, digital, proactive partner for the driver and passengers. The main interface between human and machine will be an improvement above and beyond mobility"

Ok for those non believers, how do you explain the £2 trade at 15:48, exactly