Member Info for Seeing-2020

Great work brother Terry

Everyday is a school day

"In fact, child presence detection will earn rating points from Euro NCAP starting in 2022, so there will be blending of technologies to achieve the required outcome. Therefore, when more technologies are required, it must be assumed that this will impact the cost to some degree.”

Yeah it does sound like Teammate, with super and blue cruise I really don't see how Toyota could choose anyone but SM

https://asumetech.com/toyota-debuts-level-2-automated-driving-in-lexus-ls-and-toyota-mirai/

"A camera also monitors the driver to make sure the person behind the wheel is attentive and ready to take over if necessary. The system requires such confirmation in order to execute certain functions, such as lane changing. The driver must also hold the wheel while changing lanes.

What I fail to understand is Andrew from Omni says his phone is ringing, Paul says SM never busier, bluecruise, EQS etc

However, in Sweden the King seems very downbeat

"Andy Hanvey, director of automotive marketing, Omnivision, concurred. “Every day, I am getting more and more RFQs and RFIs [for DMS]. Almost countless… the volume is increasingly rapidly, and the demand is global.” Hanvey also pointed out that many carmakers want not just DMS but also occupant monitoring systems (OMS)."

If the lights don't convince then just look at the likes on social media to the EQS, all the current SM people we would expect, but I always look for the Ex's popping up and Mike Mc didn't disapoint

As the world renowned song writer and recording artist Big John Daly would say "all my Ex's wear Rolexes"

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

Worth listening to that and comparing to our leader, worlds apart.

The king looks humbled

Ford CEO having a pop at Elon

Jim Farley

@jimfarley98

BlueCruise! We tested it in the real world, so our customers don’t have to.

https://www.freep.com/story/money/cars/mark-phelan/2021/04/14/ford-f-150-mach-e-hands-free-highway-driving/7211185002/

The good news is that Temper has proved to be accurate in the past, he called the rise from around 5p to 13p in Jan.

If he is saying the all time high is going to go soon I would listen

Lost the exact quote is "if someone made an offer of $20bn major investors may listen"

Just my opinion but I don't think the major investors would accept such a lowball offer, it may be a starting point for ongoing negotiations perhaps.

Raising funding via Nasdaq is one thing but if they are selling this then they can only sell it once.

Colin talked at length about the comparison with ARM, I believe their takeover talks with Nvidia are more in the $40bn range.

My view is don't sell, we become a cash cow very quickly with royalties from QC, Omni etc and very little cost, we will eat into the retained losses very quickly once high volume comes in a few years.

Step one, as Paul said recently is win our "fair share' of RFQ in next 12 months. Then it seems a few options in play

A) a listing on Nasdaq
B) a cheap takeover, Colin speculated as lowball as $20bn

If we remain a PLC i suspect we get the growth and the dividend, maybe around 5% per annum
Or todays sp

Nah, don't buy that story, RSI is one indicator and investing.com even show RSI as a "buy"

Plenty of trading experts now out in the cold, they had their good days now its time for the II and the few LTH who will have the liathróidí to see this through to the end game

I'm the real slim shady.

I am Tiger Woods, actually no I am not I wouldn't drive a car with lessor performing DMS.

2020 is the year , you heard it here first

Philtronic "its looking overbought and investors are expecting a retrace" really, any evidence to back up either of those statements?

I am seeing strong buy and some chart experts are predicting 27p minimun price

https://m.investing.com/equities/seeing-machines-technical

I wonder what Audi / VW Group make of this?

Great stuff TLS.

Viktor said BMW are "dual sourcing " perhaps he meant "phasing out"

Big move this by BMW they aren't waiting for the I-drive 8 they are replacing the inferior DMS at mid cycle.

Aaroon, thats correct its pillar 2.
"Second pillar: A low-friction integration pathway into any vehicle integration point, including smart-mirrors, instrument clusters, infotainment ECUs or centralized ADAS processing systems"

For those who need more evidence than Colin they can find the comment by Paul congratulating Magna. As ever the evidence is in clear sight for those who look.

Lost, its a big number

https://www.cnet.com/google-amp/news/qualcomm-makes-cars-even-smarter-with-its-newest-snapdragon-auto-chipsets/

"There are about 150 millions of cars on the road with Qualcomm's technology"

Sandy, the best kind of advert an independent view of a well respected analyst.

He let himself down a little with the deramping view on valuation though