Member Info for Seeing-2020

Old, Sept 21, 100pence

https://www.barchart.com/stocks/quotes/SEE.LN

Someone over on Telegram asked me earlier what news I expect, so my list is below. Some i carried over from 2019, some from 2018, all the more likely then

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

Sandy, eloquent as ever.

Great posts one must read right to the end of course, I nearly lost hope.......

TLS, JC what's this one mean?

A bigger plan?

https://mobile.twitter.com/seeingmachines/status/1343436693693734914?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Nice mention of eye tracking at 33 seconds

https://www.linkedin.com/posts/daimler_mbux-mercedesmaybach-sclass-activity-6748553210027356160-nKgn

Personally I think Paul has done a great job in the middle of a global pandemic he has focused on profit and cash and the sp has moved from 1.5p to 6.25p.

In my opinion the move from 6.25p to 25p will be easier and quicker, some might be shocked.

Seems fair to me old

Jan - 13.3p
March - 26.7p
June - 60p
Dec - 100p

I might slice a few at 99.996p

End of March 21 seems a good idea to me

I would be good with end Jan, end March, end June, end Dec

3rd November results pres (on website) has a slide on Aviation addressable market

Ballpark $2bn
- $0.5bn sims
- $1bn aircraft
- $0.5bn ATC

Compare that to currner revenue of circa $0.3m per annum, we have no competition as far as I can tell

Am, any CAT rumours are about 5 years out of date at this stage, they couldn't afford us.

Apple, Amazon, Alphabet, Qualcomm, Softbank, Tesla, someone of that ilk

At first glance I thought Colin must be on the cooking sherry, Apple aren't a semiconductor company, however always happy to be proved wrong.

https://twitter.com/semicast_res/status/1342053148874190848?s=19

https://www.cnbc.com/2020/11/10/why-apple-is-breaking-a-15-year-partnership-with-intel-on-its-macs-.html

https://moorinsightsstrategy.com/apples-new-chips-change-the-semiconductor-landscape/

However they tend to gobble up the supply chain

https://www.theverge.com/2017/6/26/15877520/apple-sensomotoric-instruments-acquisition-ar-vr-eye-tracking

This is more like it

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Conversation

Colin Barnden / Semicast Research

@semicast_res

THIS IS SPECULATION: what if the “MOU with leading Semiconductor Company” signed by
@seeingmachines is with Apple, for an automotive-grade applications processor with integrated Occula NPU core? That process would take months to close, it would be a really big event. Exciting.

Old, severe lack of optimism on here.

Perhaps you should apply a rule that people must sell when they hit their prediction price, might cheer people up

Old, i will go for my original 2020 prediction, one year late

100p 31st Dec 2021, £1 spike

Shrey the slay runs it.

He also runs an underground poker club in the basement of Kitty o Shea's so don't upset him, he knows people who know people.....

I have read this a few times, might send it out in this years Xmas cards to all the people who call me a ramper or a dreamer or worse and that's just my family.

"Automotive grade eye tracking is too complicated for Apple to develop in-house on the available timescales."

Its a great feeling, enjoy the good days as the derampers have had enough of them.

I had to look back and couldn't believe it was 22nd Oct 2018 when SP last closed above todays.

A cold beer will be enjoyed

Funny thread this, S7 ramping and Terry being conservative