Member Info for Seeing-2020

Smokey, my point on Flight Safety int is they may license SM tech which brings in cash now.

We are told by the company cars are going into production in July 2020, for later launches leadtime is circa 3 years and we get NRE income when a DW is awarded.

Finally, the other day you said you held 1.4m, today you say you hold 200k and sold 1.1m you seem confused or have a bad memory, and you expect people to trust your fleet analysis when you cant even add up how many shares you hold / sold

# Team300

The big players in ffs are CAE, L3 and Flight Safety int. The seelievers amongst us will still expect we license our tech to some or all of those 3.

Mr Warren Buffet owns Flight Safety int, wouldn't that be a nice link

https://www.flightsafety.com/about/company/

"1996 Berkshire Hathaway acquires FlightSafety."

#Team300

I found it interesting that Paul liked this post, sometimes things take longer as they are bigger. I realise nothing has landed yet but I'm happy to wait for bigger.

https://www.linkedin.com/posts/chris-mundey-5b734b20_lifesciences-biotech-biotechnology-ugcPost-6641178579398942720-X7PK

"Its often forgotten how important a solid understanding of value is when negotiating licensing agreements. Check out this short article by Anthony Vago from Friday Capital for more insight"

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Have they got rid of (No) Progress Rail and signed a license deal with Alstom?

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This is interesting, Alstom are huge in Rail.

https://www.linkedin.com/posts/stephen-mcnabb-bb390934_alstom-innovation-simulator-activity-6641009055202713600-KtZC

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Easy to overlook this great post from Lewbo.

Those of us who attended CMD will know the detailed presentation From Colin Barnden, the conclusion of which was the importance of space and using the area around the rear view mirror.

A very exciting development

Smokey you can have your own opinion but not your own facts

20,551 is at 31st Dec 2019, the half year results, thats a fact not an opinion

clue is in the name, half year as in 6 months, so we have 6 months from 1st Jan 2020 to 30th June 2020.

DR, my guess is the £56 trade was Smokey, he retained a further £19 so he has a "small holding" he can rant about

I think ET should sell his "Thesis" to Stifel (save them having to write an Initiation note) and use the funds to have a beer or two and forget about SM.

At CMD Paul was asked a question from a handsome chap

"Why do we only have one broker, we need more coverage, a US broker would help"

Paul said they are working on it and hope to tell us more soon,.

So it's very simple, he said he would deliver a US based broker and he has delivered.

#Team300

https://www.baatraining.com/baa-training-and-l3harris-technologies-sign-a-multimillion-dollar-deal/

https://www.cnn.com/2020/03/02/investing/dow-stock-market-today/index.html

Korea, sunglasses, is this us?

https://www.linkedin.com/posts/mobis-north-america_mobis-tech-driver-state-warning-system-activity-6640238789123993600-CHbW

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https://www.gimsvirtualpressday.ch/pressday

Seems like the Geneva launches are moving online

https://media.mercedes-benz.com/gims2020

Online reveal tomorrow as Geneva show cancelled

https://www.bmwblog.com/2020/03/02/to-publish-bmw-concept-i4-a-new-teaser-before-march-3rd-online-reveal/

#Team300

This chap was on the SEE board at one point

https://mobile.twitter.com/drtrentvictor?lang=en

https://www.electrive.com/2020/03/02/byton-m-byte-pre-orders-to-start-in-eu-before-years-end/

"Byton also confirmed that they currently have 65,000 M-Byte pre-orders worldwide – 25,000 of which are from Europe. Andreas Schaaf, Chief Customer Officer (CCO) at Byton, expects a total of 2.8 million electric cars in Europe by 2025 – including more than 700,000 premium vehicles. Byton is aiming for its own portion of this cake."

#Team300

JC, great stuff, Terry will be very excited.

Cenkos 23rd Sept 2019
"On this last point, we note that one could argue that Seeing Machines has greater strategic value
than Mobileye has as we highlight the ever-increasing importance for reliable face, eye and
emotion tracking in the real world for many applications beyond automotive and transportation; from retail, medical, personal robots and personal computing devices. This value would be seen not just but major chip and software platform providers like Intel, but also the
world’s tech giants."

Qualcomm= tech giant

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Fonzoo, the design wins will be announced when / if we win them.

It's one of the key metrics Paul always states, 9 design wins, 6 OEMs. They probably won't name the OEM or the Tier One but that's fine, it will be pretty obvious who if is.

- large German OEM
- large Japanese OEM
- large Korean OEM
- European OEM with a safety reputation
Etc

We have always had the Tier Ones , so nothing new.

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Shares, I understand why Nick and Paul talk down expectations but I dont agree that's what will happen

6th Jan RNS
"The newest variant of the FOVIO Chip solution, optimized for basic Euro NCAP systems with the flexibility to support the most advanced DMS requirements, now represents the highest performing, smallest and lowest cost, driver monitoring solution on the market."

This idea of OEM's not allowing a monopoly, so BMW and Merc have chosen SM, that means VAG will chose someone else, imagine the procurement team presenting to the board.

Board - Can you explain the rationale for using x supplier?
Procurement- it was a larger so we thought we would use up more cabin space
Board- puzzled looks
Procurement: - no sorry, we mean it was lower performing
Board : - lower performing?
Procurement (sweating and dizzy) - sorry Mr Chairman, we choose as it was more expensive.
Board : Turns to HR Director, please headhunt the BMW procurement team

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