Member Info for Seeing-2020

Chris,

F150 is the 600k+, saving that for next week.

Mach-E is brand new so who knows, looks nice though

TLS, All = standard = in very car

https://twitter.com/mrlevine?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Sensible naming also "Active Drive Assist" does what it says on the tin.

So is this Dr Mike on a Chip ?

https://www.ft.com/content/2f4cc127-c443-49e7-aab5-73f6eeefc8e8

"F-150 alone will sell over 600,000 units a year,” said David Whiston, an analyst at Morningstar. “It’s too big to mess up. Its profits drive everything else going on at Ford.”

Great stuff Terry, good news for whoever will be supplying the DMS to Ford.

That's just the CES demo from years ago, 2015 maybe

He is excited.....

Mike Levine
@mrlevine
48m

I think tomorrow’s Ford Co-Pilot360 driver assist technology news is so cool we should have renamed it to Co-Pilot720.

Oh dear, a sleepless night for our resident trading geniuses

Don't forget the Noble John,. the future is in good hands also.

With the great work by JC and TLS I have spent sometime trying to work out how they account for IP on the balance sheet and it seems it will appear on the acquirers balance sheet (at some point in the future) as a way to explain the large premium

I have been trying too calculate the value of our IP, broke my calculator

Too much cash, what will we do with it all, could post Fonzoo.

We could ask Smokey to calculate the cash burn for us that should remove about A$45m

At 15:30 "From this year we will be factoring Driver Monitoring as part of the ANCAP assessment process"

https://afma.org.au/podcast-rhianne-robson-ancap/

I think we all agree that our tech is world class so now its about whether the team can execute. For me the leadership team is very impressive and clearly the foundations are in place for a much larger company. Imagine if S7 was setting the strategic direction, Smokey adding up the numbers and producing the cashflow statement and Haveagoodday doing the comm's.

Paul, Nick, Dr Mike etc give me a lot of confidence that they can execute.

Nick had 15 years at Ford, 5 years at Visteon and he joined our tiny auto business after 10 years running the £250m auto business at Xilinx, he has skin in the game and a few grey hairs, this is his defining stretch of his career and I believe he will be very successful

Sewing, I guess we don't know whats going on in the background but I tend to agree, I am still awaiting my quote from TGV for my fleet....

I guess Alastair can win the contracts and perhaps TGV help with distribution and installation via their existing networks.

As I have said Alastair is impressive so from that point of view I am not too concerned.

Cella / Sewingmachine,

I am not sure much has come from TVG as a distributor in the UK.

However Alastair is the UK based person and is very capable , successes that I am aware of
- Freshlinc
- First Group at Croydon Tramlink (we did a site visit there in 2018 and it was clear thet were hugely impressed with the tech)
- National Express

Thanks Terry, good panel.

If people are interested you can register and you get sent a recording of the event even if you can't attend live on Thursday morning.

Such positive comments from the groups involved

"MUARC associate director Michael Fitzharris says the research not only has major implications for policy implementation but it will also allow a re-think of current best practices in managing driver fatigue and distraction levels for commercial drivers.

"With driver distraction and drowsiness known to be key contributors to road fatalities and injuries globally, this research will enable the implementation of highly advanced and sophisticated driver monitoring technology that will play a key role in reducing the number of people killed and injured on our roads in the future," he says.

For Fitzharris, the benefits of this type and sophistication have significant road safety benefits for all vehicles on the road, not just trucks.

"This is not just for trucks, but all passenger vehicles. This will improve the safety of all road users, including pedestrians and cyclists," he says.

Great find Terry, amazing what can be found if one looks

"New and challenging test scenarios are added to rate AEB technology for cars and vulnerable road users, including back over situations and turning at a crossing. In addition, the first step is taken to evaluate Driver Status Monitoring systems, designed to detect driver fatigue and distraction, as part of the Safety Assist assessment."

https://im-mining.com/2020/06/12/b2golds-latest-responsible-mining-report-details-progress-fatigue-management/

"In the second half of 2019, the Fekola Mine [Mali] commenced implementation of a Fatigue Management program including the implementation of the Caterpillar DSS system. The initial trial period using 24 drivers over a one-month period resulted in a 98% reduction in fatigue events, and a 28% reduction in distracted driving events – an immediate positive impact. Work will continue with the implementation of the DSS system across the entire Fekola haul truck fleet in 2020, subsequent to additional positive feedback from drivers and supervisors. Caterpillar’s Driver Safety System (DSS) is also a non-intrusive, in-cab fatigue detection technology that instantly alerts operators the moment fatigue or distraction is identified. The DSS technology works by monitoring eye-closure duration and head pose. If the DSS detects a fatigue or distraction event the operator is immediately alerted through configurable in-vehicle seat vibration and/or audio alarm. The fatigue or distraction event is sent to a 24-hour monitoring centre to classify and confirm the event.

The DSS technology was first developed by Seeing Machines, with Caterpillar taking over manufacturing and sales in 2015. Seeing Machines last year signed an extended exclusive deal with Caterpillar where their agreement is extended for a further five years and also outlined a proposal for further development of Seeing Machines company’s IP into the Guardian and DSS solutions to co-develop next generation technology to enhance customer experience."