Member Info for Seeing-2020

I agree with Nympty, as I often do.

I expect the trading update on 3rd August to be very positive with a strong outlook for next few years.

That for me is the obvious time for Cenkos to upgrade

Well the first RNS of the new financial year goes to the Aviation division and the gentlemen that is Pat Nolan.

Seems to me that "console-based operations across any industry" could be a significant revenue driver

"Patrick Nolan, GM of Aviation at Seeing Machines added: "Having worked with Airservices for over 5 years on data collection and testing, including a feasibility study in their operational environment, I am delighted to progress to this commercial stage in our relationship. Both companies are driven by a strong focus on safety and supporting the operator. I have confidence that this collaboration will provide a great solution for Airservices and enable a global capability to support console-based operations across any industry"

I once read about a study in shift worker fatigue, a nurse would connect her ponytail to the sunroof so she would wake herself up when the regular microsleep arrived

Volvo will be putting DMS as standard in all cars

I think its as simple as they didn't like the drop and know there is value at these prices

Paul runs the company like a shareholder and for the shareholders

Paul Mc has earned shares as part of his renumeration for his strong leadership and steering the company through a global pandemmic.

However, he and others still choose to buy shares in the open market, they are backing the company and themselves

That's leadership folks

Seems like Sophie is an agreement..


Sophie Nicoll
@Nicoll2Sophie
#drivermonitoring is central to #auto now #seeingmachines

https://twitter.com/semicast_res/status/1409505760279764994

"Spoke with contact who described #DMS as “front & center” at most OEMs. The tech may have been niche for years but is now uppermost in the planning stages. Number & vol. of RFQs seems to have surprised many. Decisions may be known 2H21 I would guess. Waiting is almost over."

So is Mr Safestocks correct after all, over 2 years since the weak denial RNS

Chris100, one of the good guys, talking sense

These have something in common can't think what?

Colin B twitter

"Discussion confirms enhanced super cruise adds eye-gaze tracking and lower susceptibility to sunlight suggests conversion to 940nm optical path. Short term battle between BMW, Ford and GM for DMS tech leadership will be watched by other automakers".

https://www.autonews.com/shift-podcast-about-mobility/gms-jeff-miller-readying-super-cruise-widespread-rollout-episode-102

I don't think its as simple as QC or anyone else deciding to buy us, it can't be hostile must be friendly, they need the people and the trade secrets.

Paul said recently regarding a Nasdaq listing something like, we need to win our fair share of business over next 12 months and then we will look at it, same applies to any transaction imo.

Get the "booked value" up to a much higher level with design wins and then we can talk to QC or whoever, talking before VAG and Toyota make a decision would be crazy and I have Paul down as much more savvy.

The company now is incomparable to 2018

All time high sp? 13.35p on 22nd June 2018, or 3 years tomorrow

Soul, exactly pre-installed or embedded, also he mentions the QC sales and marketing machine selling the chip with our tech embedded.

This deal alone is the type companies deal about and its all upside and very material.

13;30
"Clearly this relationship is in addition to our current business plan, in addition to the RFQ I just described that have come through the door since Nov and I think it will be very significant"

https://www.proactiveinvestors.co.uk/companies/news/940243/seeing-machines-ceo-says-first-half-has-been--period-of-growth--as-landscape-hots-up-940243.html

Also 16;55 exactly, listen carefully, did he say "won"

The market doesn't understand the Qualcomm deal imo, I get that tbh I spend hours a day on SM and I had forgotten how big it is.

Listen to this from about 11 mins and let Paul explain it to you, listen twice to the bit at 13:30

https://www.proactiveinvestors.co.uk/companies/news/940243/seeing-machines-ceo-says-first-half-has-been--period-of-growth--as-landscape-hots-up-940243.html

We have been working in Japan for about 5 years now, I am sure a placing around 2016 was partly used to set up a base in Japan.

My notes from CMD 2018 include the words "Jane Fonda' I assume that was Honda not a health kick.

Buysellbuy, VW is due first week in Jan, so that would be on the 22 for 22 list, thought you knew that?

Firstly, well done to safestocks for being the first to call Mercedes way back in 2017, not the first time he has been correct and won't be the last.

https://www.safestocks.co.uk/

"That is why I expect there to be a massive battle to acquire SEE well before 2025. By late 2022, early 2023, I reckon.

The leading runners and riders will doubtless include some or all of the following:

AMD (following its takeover of Xilinx)
Qualcomm
Intel
Apple
Google

Expect at least one left field bidder, who could even start the auction off with an opportunistic bid.

As to the price? Well, my minimum is £1 a share. My maximum is £4 by 2023.

A warning: I could be completely wrong. After all, maybe it really was blind luck that I guessed about the Mercedes S Class back in 2017. Moreover, circumstances and stock markets can change quite rapidly, defying conclusions based on fairly accurate analysis.

If you’re in two minds about this you have to ask yourself one question? Do you feel lucky?

“Well do you punk?”  (2m 11sec)

In any case, do your own research before investing."

Sometimes in life the right leader comes along at the right time, we are blessed with a great leader in Paul

Today is 5 + 6 from the list, actually its 5* as we got the EQS also.
Looks confident, acts confident, backs it up with Delivery

In order of likelihood (IMO,)
1) Trading update for 6 months to 31st Dec 2020
2) Semiconductor company license deal (MOU announced Sept)
3) L3 harris license deal (MOU Oct)
4) Ford mach e and F150 confirmation RNS
5) Merc S Class confirmation RNS
6) Supercruise expansion RNS
7) Ford expansion RNS
8) Qualcomm RNS with $$
9) 2nd Semiconductor MOU RNS
10) CAE license deal MOU
11) Design Win for European OEM (Audi rumour)
12) Design win with major Japanese OEM (rumour Honda)
13) Aviation win with plane manufacturer
14) Volvo design win
15) JLR design win
16) Geely design win
17) Texas Instruments license deal
18) CAE license deal
19) year end trading update
20) Toyota Design win
21) Numerous TR1 for US II

So thats my 21 for 21

Fedex