Member Info for Seeing-2020

I doubt they do double maths

So eye tracking to help with cyber security?

How would that work

What about Troll monitoring?

Good news you want to be appropriate

Short, we do know which manufacturers are using the tech, have you not read the RNS's and done some basic research.

GM

Mercedes

Ford

BMW

Fisker

Stellantis

VAG

Honda

Aaroon, I agree those numbers are impressive, however

-they are based on minimum contract values

- they exclude any new design wins

- they exclude expansions from existing OEM

- 2024 is a few months away

I expect we do more like $1bn in auto royalty revenue over the next 5 years an average of $200m per annum

Paul has achieved a lot in his time as CEO.

Greatest achievement so far is the Magna deal, which is 12 months old tomorrow

What's he got lined up pre the 16th Oct?

Https://www.linkedin.com/posts/seeingmachines_humanfactors-seeingmachines-activity-7115546190871461889-cPIW?utm_source=share&utm_medium=member_desktop

Today, Fisker announced a momentous event for customers in the United Kingdom. The company marked a significant milestone by delivering the first right-hand drive electric SUV to a customer in the United Kingdom

Having listened to a few old interviews again, time has run out for the OEMs

I see more than 50% of the current live RFQ going to Magna mirror. Then we have Valeo

Then as Paul says incumbency will rule

#Team300

Https://fiskerati.com/fisker/fisker-ocean/fisker-delivers-first-fisker-ocean-in-united-kingdom-with-abbie-eatons-glamorous-touch/

Safestocks has a long track record of getting the big industry calls correct, predicting wins and trends long before any RNS.

I do find myself agreeing with Glandore though and whilst I wouldn't call safestocks deluded he has definitely low-balled it suggesting a PE could purchase us for as low as $5bn.

Perhaps Menon and Shortwick work for the same PE house and ate trying to talk the price down?

Colin Barnden

"I haven't seen anything like this before"

Mic drop

I have never predicted an "Outsatnding October" but as my tea leaves were a little out for Sept it's a rollover.

Of course we have finals on 16th, but thats still 2 weeks away, lots of time for news pre then.

So from next week one should expect

- multiple auto design wins for big dollar

- Gen3 launch and big big volume order(s)

- Aviation win for 333

Rockets, take off, to the moon, etc

It's coming, I can feel it in my waters.

Buckle up its going to be an exciting time...

Sept was dull and boring, not spectacular but not a disaster either.

Personally, I would like to congratulate the team at Smarteye for their Volvo win.

Competition is apparently good after all

Ouch

"The assumption is that Seeing Machines has a deep technology partnership with BMW, bring it's expertise in system design and human factors to the table. Volvo clearly used another DMS supplier"

Don't understand your point

He paid 6p a share for 7.5m shares thats A$880k paid

He will make a nice profit at 100p