Member Info for Seeing-2020

Its a regulatory requirement to do a H1 trading update, earliest we should expect that would be Jan 2021

Hyms, Toyota is number 7, I have Jane Fonda as number 11

https://www.eetimes.com/nvidia-gets-inside-hyundais-domain/

Barnden said, “I take this announcement as further evidence of the end of the autonomous driving dream in privately-owned passenger vehicles — at least for now.”

In his opinion, driver monitoring must precede autonomous driving. But if so, he asked “Precisely what is Nvidia’s DMS strategy?”

Not helped by most trading platforms being down, probably due to the Covid bubble bursting

I'm sure I heard him say "Make Seeing Machines great again", also like all good Americans he is Irish to I am probably his cousin or something

So some back of a packet maths

1) Buy $20m at 4.1p.

2) Add another 5%, at an average price of 8.2p = cost price $20m

3) Average price at 15% holding = 5.3p

4) Paper profit at 8.2p and 15% holding = $20m

So makes lots of sense to keep adding, also they are Biden Bullish

FH are in a very strong position to buy "on market", I have a theory that they wanted more than 10% hence PM was confident enough to say in the RNS

"Paul McGlone, CEO of Seeing Machines, comment: "This strategic placement is the first success in our strategy to attract new US-based support for the company and I believe this transaction will generate additional significant on market interest from more US-based growth-focused technology investors."

maybe they wanted 12% or 15%, maybe they aren't happy playing 2nd fiddle to LO, very 1% is 37m shares, so why did LO (who have a seat on the board) agree to the 10%, well if they knew FH wanted more and would buy "on market" its good for everyone

I wear my Seeing Machines baseball cap everyday

https://www.share-talk.com/sunday-special-bulletin-board-heroes-8th-november-2020/#gs.kwz9kf

Mutant, lol, yes it was discussed the day of the interview. Sometimes stuff gets found here before the company have even spotted it

I don't see the leak conspiracy theory

For me it was the end of results week and Paul doing the rounds, so some buying.

Will news drop?, well no surprise if the semiconductor RNS lands this week the MOU was 2 months ago today

As we look forward to the excitement of next week, please spare a thought for the traders who correctly predicted the placing and are still waiting for the fall to 3p.

Meanwhile FH made $5m on Friday

#saveourtraders

This was the gamechanger for me the "3 pillars" strategy, worked on for years i am sure.

6th Sept 2020
OcculaTM launch extends lead in DMS
Seeing Machines has announced the launch of its OcculaTM Neural Processing Unit and its next generation 'Embedded Product Strategy' for
the automotive market. This provides a further step change in delivery of Driver Monitoring System (DMS) technology to automotive Tier 1
suppliers and OEMs, extending cost, scalability and integration benefits for carmakers as well as safety and convenience for their customers.

? OcculaTM Neural Processing Unit: The use of AI software acceleration (Neural processing) provides the Seeing Machines FOVIO branded DMS algorithms a further step change by reducing the computational load by 50% whilst delivering the same functionality and performance. We believe this significantly extends its technology
lead and whilst these developments are likely to have been shared with existing customers, the launch with a brand demonstrates the company is also stepping up its marketing, having kept relatively quiet about its technology development path for competitive reasons.

? Ocular can be applied OTA to FOVIO chip implementations. This means existing FOVIO chip customers can benefit as the processing headroom provided enables room for new added features off the same hardware, enabling the potential for increased ASPs to Seeing Machines per vehicle.

? New embedded Driver Monitoring Engine (e-DME) offers an efficient, low-friction integration pathway for the Seeing Machines driver and interior monitoring technology into any vehicle integration point, including smart-mirrors, instrument clusters, infotainment ECUs or centralized ADAS processing systems.

? Available to license for ASICs: OcculaTM is now available for license to world-leading
semiconductor companies for integration with any automotive compute platform that would benefit from world leading, highly optimised, "deep edge" driver and/or interior monitoring.

Wilson, once the license deals start being announced people will stop comparing us to mbly.

We aren't the next mbly, we are the next Seeing Machines

https://www.eetimes.com/qualcomm-on-the-edge/

Qualcomm is nearly ubiquitous in automotive telematics baseband chips, and Mollenkopf indicated that 100% of their new vehicle telematics design wins in 5G use their front-end components too.

https://amp-benzinga-com.cdn.ampproject.org/c/s/amp.benzinga.com/amp/content/18262036

"What Happened: Traton SE, Volkswagen AG's (OTC:VLKAF) truck division, will acquire $3.7 billion worth of outstanding shares of Navistar International Corp. stock, Reuters reported Saturday.

This adds to the existing 16.7% stake Traton has in the company.

The deal, finalized in October, brings Navistar's valuation to $4.4 billion, $44.50 per share, and will help Volkswagen's truck unit expand its brand in North America."

Thanks TLS, on the road in a car in the UK is a milestone

Fighting talk from Toyota, love it.

https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2020/11/06/toyota-president-tesla-valuation-doesnt-reflect-real-world-business.html

Around 8 mins for the level 3 review

https://m.youtube.com/watch?v=_i9U9M9WqfY

Yeah an oldy but a goodie, he can only think of one company by name

"We deliver semiconductor solutions to almost all the leading folks. I know, from some industry reports, that Seeing Machines, based in Australia, is leading in DMS with nearly a half the global market. We work with them quite well, along with others in Europe, Israel, in the U.S., and in Asia, of course. We deliver our semiconductor solutions to them. It’s tough to predict who will become  the Mobileye of the DMS market."