Member Info for Seeing-2020

What confuses me is that the "King of DMS" only have 2 OEM at production and one was recent according to Viktor, so 11 OEM never got to production and some of them "wins" where announced years ago.

SM have 3 OEM in production that we know about, GM, Ford and Mercedes.

Then in Martyns comments he seems a bit desperate and he nearly says they are too big to fail, heard that before

This interview from around 9 mins, gives a strong hint.

https://www.proactiveinvestors.co.uk/companies/news/928236/seeing-machines-ceo-says-new-automotive-strategy-is--significant-breakthrough--928236.html

"MBUX can even recognize biometric identification to ensure the car is always safe and secure"

https://blogs.nvidia.com/blog/2021/02/23/mbux-ai-****pit-mercedes-benz-c-class/?linkId=100000033640162

"From the outside, some would argue it’s more along the lines of a significant facelift rather than a next-generation model, but that all changes once you hop inside the cabin. No, we haven’t made an error while uploading these images as these do show the new C-Class rather than the latest S-Class. The screen-heavy setup has trickled down from the crown jewel of the Mercedes lineup."

https://www.motor1.com/news/489998/2022-mercedes-c-class-reveal/

It's their Fleet product

I think ots a 'newswire' announcement rather than an RNS

Can you post a link please?

Seems we are getting noticed and a new MM has joined, we now have 11 MM, I remember the early days when we had about 4.

New one is Marex (MREX)

No wonder the derampers are scared.

Old, I guess the quiz question is can we name the 30+ in next 2 years

- some will be electric
- some will be Supercruise and may or may not also we electric
- Some will be already announced DW, some may be additional

Share the links, be good fun to see how many we can get of the 30

I can start with:

1) - BMW iX (was called Inext originally) UK launch Nov 2021, on road probably early 22, bonus point I think its the QC Paul mentioned also

https://www.carwow.co.uk/bmw/news/4948/new-bmw-ix-electric-suv-revealed-price-specs-release-date

Thanks Lewbo, the 23 models with Supercruise would align with the SM announced 30+ models overall in next 24 months.

The only thing missing is a DW RNS for this extra "booked value", as our CEO rightly points out its the booked value of the auto pipeline that should be the value driver

Lewbo, I do wonder how many of these will have Supercruise and in that case are SM and part of the 30 models in next 2 years that we announced last week?

Another great article by Colin B, but the more pressing issue is who is the Terry M chap, seems based in OZ by the timing of his posts.

Is he called Sophie in real life?

Today is number 6 on the list.

Kudos to McDelivery and the team

Last week the company told us this "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"

So I spent the weekend trying to work it out and my conclusion was we must have a lot with GM, my workings

BMW 9
Merc 2 or 3
Ford 3 - 5
Byton 1
FCA 1 or 2
GM = the balance, 15 or more

Then I thought we had rumours a while back about losing GM so I was confused, couldn't get to 30 any other way, not enough launches from the other customers.

So today I was very happy to read about the first of those 30+ being a new model with GM.

McDelivery

Wouldn't hold your breath MatRat, history doesn't support it, his last big move was selling his holding at 5p just before the move up.

I wouldn't amend as the race has started

I agree with Numpty, always have

https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/patrickmoorhead/2021/02/02/qualcomm-revs-its-engines-at-its-automotive-redefined-event/amp/

"Qualcomm also announced new support for industry-leading software stacks for applications such as parking, driver monitoring and vision perception, which can be mixed and matched by automakers and suppliers as needed. These include:

Veoneer STACKCO-a solution that integrates Veoneer’s vision perception and driving policy software with Snapdragon
RideValeo Park4U-a scalable software solution for up to Level 4 automatic parking
Seeing Machines e-DME-a DMS solution that brings Seeing Machines’ optical and imaging systems and acceleration solutions to Snapdragon Ride"

I liked this bit right at the end of the article

"If you ask me, Qualcomm could soon be as ubiquitous in next-generation connected vehicles as it is in smartphones and tablets today. It pays to have a killer patent portfolio and licensing division."

So we lose S7 and other bed wetters at 10p ish and gain a very experienced investor. Game on.

https://jerseyeveningpost.com/news/2018/05/11/who-has-got-a-spot-on-the-channel-islands-rich-list/

Richard Griffiths, £300m – up £120m

Richard Griffiths is living proof that you don’t have to be a straight-A student to get on in life. He left school at 16 to work on the family’s sheep farm before meeting a greyhound trainer with City clients who would place huge bets on the dogs. He quickly gained an interest in shares, reading newspapers and educating himself in the ways of the market. His first investment – of £1,000 – in 1985 made an impressive £300 profit. He went on to take his stockbroker and investment bank business from a start-up to FTSE 250 member in five years. Today, as a fund manager, he has interests in 26 companies worth £256 million.

Best interview ever, too many highlights to mention, just watch it