Member Info for Seeing-2020

L3 Harris is a great start, note the addition of Harris since we first started dealing with L3, they had a merger and now are truly a global giant.

CAE supply the ffs to many of the worlds top airlines including Emirates

Flight safety International, the smaller of the 3 but something really excites me about them, could our company have a license deal with FSI, so then you look at FSI ownership, and its actually a license deal with ??

Esc, I think you have hit the nail on the head

Could you imagine the L3harris board when told that the AIM minnow based in Canberra is playing hardball and its non exclusive or no deal.

Amazing really, now who supplies the ffs for Emirates? , it ain't L3harris

Klick the reality is their are 2 or 3 big players, in military L3harris and CAE dominate with around 20% share each.

OK, I'm getting excited now this includes retrofit to existing ffs, this is huge. Someone cleverer than me would know the numbers. Lewbo is our Aviation expert?

"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."

Sometimes in life the nice guys win, today is one of those days. Well done Pat Nolan.

How he is managed to sign an MOU with global gaint L3 Harris with all thats going on in aviation astounds me.

The Postman delivers, and as my mother would say "f*ck the begrudgers"

Sometimes in life the nice guys win, today is one of those days. Well done Pat Nolan.

How he is managed to sign an MOU with global gaint L3 Harris with all thats going on in aviation astounds me.

The Postman delivers, and as my mother would say "f*ck the begrudgers"

Supercruise as standard

https://www.caranddriver.com/news/a34428515/2022-gmc-hummer-ev-super-cruise/

The most advanced form of Super Cruise—which allows the vehicle to change lanes with a flick of the blinker—will come standard on the Hummer EV.

AC, indeed, the safestocks link was over a year ago, thats how predicting the future works, one makes the prediction before it happens

The SM linkedin post is from today

Volvo XC90, I wonder

https://www.safestocks.co.uk/2019/07/11/volvo-xc90-another-win-for-see/

2022, I wonder.

https://www.carsuk.net/volvo-cameras-will-start-monitoring-you-with-the-new-xc90-distraction-mitigation/

"Accepting distractions are a fact, and can be a benefit, is a very sensible position for Volvo, so rather than seeing Volvo in-car cameras to monitor driver behaviour – which will be introduced when the new XC90 goes on sale in 2022 – as ‘Big Brother’ we can consider them a safety aid to mitigate bad distractions."

Interesting linkedin post by Seeing Machines, aimed at their friends in Sweden me thinks

"European law is leading the way. Cars sold in #Europe starting in 2022 will be required to detect drowsiness, attention, and distraction. This requirement isn't anything new for high-end luxury car producers, EU is mandating a more even distribution of these technologies across car types. That’s why some carmakers are turning to Seeing Machines.
#drivingmonitoringsystems #auto #automotive #automotiveindustry

Slips, thanks.

Couple of good things from that slide at 42 mins
- 30,000 installed base for Guardian worldwide, important wording at Guardian is fleet product, so this shouldn't include CAT as that product is not called Guardian. we had 23.5k at June 2020 so 30k now is possible
- New Zealand 2,900. We had around 1,300 in 2019 with a target to treble, clearly delayed for the obvious Covid reasons but good to be up to 2,900 and they should have a nice pipeline to install.

Assuming the story is set slightly in future I can understand his confusion

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Jimbo, I tend to agree, I would expect all new Daimler models to have DMS

This will be interesting to watch over coming years.

https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/jamesmorris/2020/10/17/watch-out-tesla-volkswagen-is-coming/amp/

2nd Nov is the results for year ending 30th June, its not an update on the current year.

The first time we should expect an update on FY21 is a trading update, probably Jan 2021.

The Klick find, shares with Colin and then posted by Colin on linkedin is gettinv lots of hits from SM people.

Jimbo they told us the very impressive FY20 outcome on 3rd Aug, as for FY21 most companies haven't issued guidance so I'm not expecting guidance with finals.

Financial highlights for FY2020

· Total income for FY2020 is expected to be A$42.6m, representing a 30% increase on the previous period

· Revenue for FY2020 is expected to be $39.7m, approximately 8.5% ahead of consensus guidance (consensus: A$36.6m)

· Cash at 30 June 2020 was A$38.7m, up by 22% on consensus guidance (consensus: A$31.8m)

· Total connected Guardian units at 30 June 2020 was 23,415

https://www.theguardian.com/technology/2020/oct/17/uk-bans-any-use-of-mobile-phones-while-driving

OK, own up who did it ?

My money is on, ColdFishPie in the library with his tablet