Member Info for Seeing-2020

This is what we said in March re Qualcomm

"Collaboration with Qualcomm Technologies, Inc. announced post-period end to work on an optimized implementation of the Company's DMS solution for a global premium automaker and to jointly market infotainment based solutions more broadly"

I would say its either Merc or BMW, so perhaps we will here more with the S Class launch in Sept.

imo F150 will be Xilinx - Veoneer - SM, it was announced in June 18 as our first win with our Chip.

I dont think we have an idea how much the Americans love the F150

https://www.cnet.com/roadshow/news/ford-f-150-pickup-truck-owners-survey/

"But it gets pretty interesting as Ford asked what else truck customers would give up.

Among the respondents, 79% said they'd give up alcohol before their truck, while 71% said they'd ditch coffee if it came down to it. Coming close to a majority, 47% said they'd ditch their mobile phone, and behind phone usage, 44% declared they'd become a vegetarian instead of swapping their truck for another vehicle.
Rounding out the questions, 38% said they'd stop having sex. "

https://mailchi.mp/6b3d14efa58e/media-release-heavy-vehicle-driver-fatigue-and-distraction-project-commences?e=c7299ce692

The results that we have achieved since installing Guardian Seeing Eye Machines are very impressive….all vehicles purchased in the future will definitely have a machine installed.”   Michael Mahon, Director, MJ Mahon Transport.

Buffet, I would listen to it again slowly what he says is "this technology is one of the most important that's going to hit the market in the next 5 - 10 years "

He is not saying we need to wait 5-10 years, he is saying it's one of the most important when you look back in 10 years, he is being too modest he should have said 25 years or ever.

Tim Edward's at CMD said "we are the next airbag" , he was also too modest, an airbag has never prevented a crash from happening, neither has a seatbelt for that matter.

In years to come people may look back at DMS and say it was the biggest evolution in transport safety.

The cash flows to us from Sop, when we can RNS is purely down to each OEM.

I think the dates are
- 25th June reveal
- Sept ish Sop
- on the road 2021

This one feels different to me, top brass at SM are all over LinkedIn liking posts about ADA in Ford, never did that for GM supercruise

SM - can we RNS at reveal?
Ford - no you can't.

So if that happened would SM CEO , founder, Head of Auto etc like posts on linkedin, not a chance imo.

My guess is an RNS Friday 26th or early following week.

Great find Terry, they had seemed to be very careful not to mention F150.

"Notably" is right

I think its the F150 is the model of vehicle that is the most important we could wish for, anyone care to come up with an alternative?

Evidence
- Top selling pickup in the world
- Top selling vehicle in US, for last 40 years
- Number 2 selling vehicle in the world, behind Toyota Corolla
- F150 alone is bigger than most OEM.

F150 is so important to Ford and to America, I really dont think we could have a bigger model launch than this one.

Here is what Morgan Stanley think :
"According to Morgan Stanley analysts, the Ford F-Series should generate sales of about $42 billion this year. From a revenue perspective, this would put a standalone F-Series business at No. 72 on the Fortune 500 list (once you exclude Ford, which is forecast to generate revenue in excess of $145 billion this year).7 Jun 2018"

https://www.dailymail.co.uk/news/article-8443443/New-Ford-F-150-expected-come-equipped-sleeper-seat-reclines-way-back.html

The new F-150, part of the best-selling vehicle line in the United States for the past 40 years, accounts for $50 billion in annual revenue and a significant share of Ford's annual profit. 

Ales, "we saw it coming and we are ready"

Sales in US alone are 2.4m per annum, 600k ish is the F150.

Our RNS was A$50m+ and we think that's for the F150, so circa A$200m if we are in everything in US.

Global sales are 5.4m , so something like A$400-500m if we end up in every Ford

Tin, Fovio spinnout would have been a huge strategic error, I will buy Mick McAuliffe a glass of bubbles one day to thank him for blocking that, that one move meant he earned his shares in my view.

So excited we are about to launch in a mass market vehicle

Seems Stifel have become active as a MM for the first time today.

Now if I was going to issue an Initiation note , when would one do that, anytime from 26th June would seem an appropriate time

Tom, thanks I had a look but couldn't find it.

I don't think you are being rampy, whats really important is we have managed to get this hugely important OEM to Sop, clearly winning a Design Win is an important first step but the real success is maintaining that relationship, delivering on the promises made and getting into production.

You can see by the linkedin activity the SM team know what an important milestone this is, Nick DF isn't active on linkedin normally, pretty much all the top brass of SM are liking posts about the Mach-E. Its a nice looking car and should do well but they know and we know the real deal is next week when we are revealed as providing the DMS (via our chip) for the best selling car / light vehicle in the `US, mass market by anyones definition.

We saw it coming and we are ready

Nice to hear from Pat, lots to go for in Aviation still it seems

Tom, its just a little appetiser before the main event next week.

Thanks Tom, thats very help[ful.

Almost like the good old days, someone posts and others add to improve overall understanding

Jins, I expect FCA or other financial regulators will be providing guidance on reporting of year-end results, this isn't a SEE issue its across the board, most companies have removed guidance for this year and I expect they will be told to delay issuing results .

Alex Roy posted the Ford article on LinkedIn.

It was "loved" by Nick DF & Kevin T.

Mic drop

Up, in my humble opinion its us, the image at 28 seconds in that video is one I have seen before.

Slamdunk, write the RNS Sophie

https://mobile.twitter.com/mrlevine/status/1273571486050246657?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Mike Levine
@mrlevine
42m

Ford's Active Drive Assist hands-free driving will include an advanced driver-facing camera, which tracks head position and driver eye gaze, even while wearing most sunglasses

#MustangMachE