Member Info for Seeing-2020

I am SEEliever, invested since March 2014, and I paid more than todays SP for my first shares.

I SEElieved back then that our tech was great for fatigue, that it worked well in mining, that it would extend into trucks, taxi's and other professional drivers, maybe we might end up in a few cars.

So forgetting the SP if we can for now, the things that have surprised me on the upside, the things i never even considered 6 years ago.

- BMW
- Daimler
- F150 - I didn't even know what the Ford truck was called
- Veoneer - they didn't exist
- Qualcomm - I had never heard of them
- Xilinx - I had never heard of them
- Aviation product
- Licensing our IP to semiconductor
- OMS
- General Safety Regulation
- NCAP
- Garmin
- Continental
- Denso

So I look at that list and think we have had lots of success I didn't predict, lets see how the journey ends

Great post by JC, very exciting

Never thought I would type that phrase

https://abc13-com.cdn.ampproject.org/c/s/abc13.com/amp/distracted-driving-deaths-zoom-while-take-a-work-meeting-research/6861205/

So pre 3 Pillars, pre License MOU, pre Qualcomm snapdragon he valued Auto at 7.2p.

now-
- Auto is still only 7.2p
- fleet is not included in above
- Aviation is not included in the above
- Value of IP is not included in the above
- OMS he values the same at Auto so 7.2p

So even if we accept he feels he can't value IP, Aviation or Fleet , we have a maths issue, or another "spreadsheet error"

I just asked my 5 year old, is 7.2p + 7.2P = 7.2p , she said stop been silly Daddy.

Good advice, I understand wanting a bit of Bunce, but stop being silly.

Paul is from a corporate background, he has sorted the siht and now he is setting a very clear strategic direction for the business.

Personally I didnt know we could do OMS without a partner, I knew Veoneer were combining DMS and OMS but assumed it would be SM and an OMS specialist. So todays news is big, we can offer both which gives the customer cost efficiency and convenience but as per extract below Paul expects our revenue to increase

"Seeing Machines estimates that its entry into OMS opens an incremental market opportunity, worth up to a total of A$1.5 billion through to 2030, with an estimated incremental revenue opportunity for the Company exceeding A$350 million."

Its like buses, we have waited years and now everything seems to be coming together. Another strong link with Volvo, personally i would be more excited by a contract with Volvo trucks and buses than Volvo cars.

This is the money shot, anyone who doesn't recognise the name, well shame on you

" are also equipped with Raqeeb (Driver Behaviour Monitoring) System to track drivers’ exhaustion by using innovative technology to enhance bus safety standards. "

Jimbo, it would appear they would like to be, form an orderly queue

Never seen so many multi billion companies name drop an AIM listed minnow

Thanks Terry

Jimbo, great spot, yes listen from 24 mins and hear the only company he names when asked the question "who could the Mobileye of interior monitoring?"

Hyms, he covers all 3 pillara in that article. In pillar 3 note the use or "and" not "or"

Pillar 1 - Fovio Chip
"This is primarily the result of the work Xilinx has accomplished with Seeing Machines to integrate DMS and ADAS algorithms in the Zynq UltraScale+ MPSoC. Xilinx is also the manufacturer of Seeing Machines’ standalone Fovio DMS processor"

Pillar 2 e-DMS , specifically the recently annohnced Qualcomm snapdragon RNS
"Possibly the most exciting DMS development I am investigating involves Qualcomm. I have previously reported on my interpretation of the Qualcomm-Veoneer partnership and have speculated on the possibility of a future eye-gaze controlled version of Google’s Android Automotive OS.

However this announcement from OpenSynergy of a collaboration with Google and Qualcomm on a virtualized Android Automotive OS might suggest plans for a combined ADAS/infotainment domain controller running the Google and Veoneer software together on the same Qualcomm Snapdragon SoC.

Such a solution could solve automakers’ aesthetic, regulatory and technical challenges for ADAS, DMS and smartphone distraction all at the same time. Qualcomm’s 2020 Snapdragon Tech Summit is coming on December 1-2, so I will be watching closely and will report back when more is known."

Pillar 3 - lucense to semiconductor
"Another trend I am following is the availability of licensable DMS ASIC cores for integration into SoCs, microcontrollers and microprocessors, most likely by NXP, Renesas, Texas Instruments and Toshiba"

Data is gold, we the shareholders of SM own 5.16bn KM of realtime data, with 3.365bn shares in issue thats circa 1.5km per share, so simple maths 1m shares = 1.5m KM of precious realtime date.

So how does your personal holding compare to the companies below, not a question you need to answer publicly, tell your doubters whoever they may be.

1) The self driving companies
https://venturebeat.com/2020/01/06/waymos-autonomous-cars-have-driven-20-million-miles-on-public-roads/

Waymo - 20m miles (jan 2020), so 32m km , same as a 21m holding in SM, above ,most individuals , but you can work out your % of a Waymo, 1m holding is 5%

Yandex - 1m miles, so 1.6m km, call it 1m shares
Baudi - same
Cruise - same . what's Cruise worth or valued at to be more accurate? something like $19bn after the Honda and Softbank investment.

Other DMS providers
Smarteye - I have searched their website and annual reports and find no mention of realtime data, they don't have.a Fleet product, so my guess is over the years they have done some road testing but probably the equivalent of enough SM shares to keep Mrs HAGD in Gin.

Nauto, valued at $1bn+ after a SoftBank investment a few years back, on their website they claim to have 800m of "AI analysed miles", now that won't all be realtime but I will be generous and assume it is, so 1bn km , equivalent of 20% of the SM data so the Lombard holding.

So its a gold rush, get yourself a bigger shovel.

Data is the gold of 2020.

Who owns the 5bn+ km of Guardian data?

Wilson, nice find, those tectonic plates are moving as Paul suggested, keep watching

"In a recent post I referred to the the tectonic plates, the big movers in the auto tech arena setting up for the battle.

We are convinced at #seeingmachines that high performance #dms and the bedrock of best in class eye tracking is central to this theme.

Software convergence inside and outside the cabin, connectivity and optimum human interface and experience is key. That’s why we lead with our systems approach. Human Factors excellence, real world naturalistic data, world leading imbedding and optical path design, augmenting AI and machine learning. We believe this combination is unique.

Follow us closely as the big game unfolds in the transport world. We are here to save lives. Everyone deserves to get home safely. #innovation"

Seems some strong afternoon buying and the sp recovering nicely

Faz, thats great intel

https://amp.rte.ie/amp/1169424/

"One study found that 24% of drivers in Ireland admitted they had driven at least once over the previous month when they were so tired they had trouble keeping their eyes open.

In another study, 16% of drivers admitted they had fallen asleep or nodded off at the wheel.

The Road Safety Authority has said driver fatigue is estimated to be a factor in one in five of the deaths of drivers on Irish roads"

Good panel (including Toyota) discussion on DMS from 20 mins 30.

https://m.youtube.com/watch?feature=youtu.be&v=QvuR7SrxzWs

https://mobile.twitter.com/semicast_res/status/1215566885372268544

TLS, great post thanks for sharing. Could also explain why a decision from VW Group has taken much longer than anyone expected

Agree, proper laugh out loud at that one

Funny, but I might not be able to sleep tonight

In the recent presentation, right at the end he says

"large companies to take our technology under license and deploy into markets in which they specialise"

That sounds like outside of transport to me