Member Info for Seeing2030

There is absolutely no doubt about the company and its place in the world of DMS.

Just show me the money

Old

The license fees I’m referring to are the omnivision and Qualcomm ones which will actually give a meaningful amount compared to a CAT style license fee which we all hoped was going to happen and put us into profit. Most of the vehicles from these don’t start production until 2024.

Don’t get me wrong, I want this to happen ASAP

The II have invested yes, to make a long term investment of 5 years plus.
We were told 2020 for break even, then 2023 that was pre covid, so if it is 2023 how is it going to happen? Thats all I want to know from the board, its simple, but Paul won’t be drawn in to that.
Magna have a $125m contract minimum order so yes they know whats around the corner, starts in 2024, the market doesn’t care
The business is growing organically and the team are doing a fantastic job, I have no complaints about it, we are the clear market leader with a massive moat.
The SP is all anyone on here cares about, if all the fantastic news from ces and the VW contract doesn’t stir any interest well what is gonna do it?
All the cars being released this year? Well, still waiting on the Ford announcements from last year, will it make a difference?
Ok, bottom line is I’m fed up and posting it on a BB, wrong yes, no way am I selling out though, I just expect the SP to reflect the progress the company is making, I’m not trying to get peoples backs up intentionally

Signed deals don’t make any difference to the sp clearly.
Do you want guardian v2 or nah I’ll wait to get the new one?
Double auto is $5m if we’re lucky
Licensing deals? No money til it’s installed clearly, 2024 probably
I envy new holders they only have 2 or 3 years to wait.

Totally, we really need to know when break even is and if there will be further dilution, is the last round spoken for already? It seems that 2025 is the year based on what the market knows in terms of legislation kicking in etc. no one in the company is saying any different. If there isn’t some large contribution in fleet due to shell etc then its just another big name banded about again.
It’s always around the corner with this, next update, definitely next year and it will be until it eventually happens. It’s hard to keep the optimism up.

Well, I’m not getting my hopes up and setting myself up for disappointment again. Why no proactive interview and we are only just testing the OMS with volunteers now? How many times have we heard RFQs will be finished by (…….) so, yes its getting closer but there would have to be something significant happening now to change anything. Paul hasn’t been saying break even in 2023 so I suspect it will be later next year.
Hoping to be wrong

https://www.theglobeandmail.com/business/article-onboard-vehicle-tech-becoming-a-safety-issue-say-advocates/?utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links

Never seen it before, looks good

https://www.qualcomm.com/videos/snapdragon-digital-chassis

Totally, sea of red today on my watchlist anyway and thats a mixture of sectors
Large fundraise at 11p not so long ago and Magna know whats around the corner
If you’ve recently bought in don’t fret, take advantage, the fundamentals haven’t changed one bit.

Possible license? Qualcomm are developing glasses and maybe using our tech

Glasses stuffed with processors are bound to have terrible battery life, at least for now. AR will need to lean on phones, most likely, or at least find a way to easily run apps from phones on glasses.

https://www.cnet.com/tech/computing/why-google-is-a-key-piece-of-the-ar-glasses-race/?TheTime=2022-01-20T21%3A55%3A29&ServiceType=twitter&PostType=link&ftag=COS-05-10aaa0b&UniqueID=AE7C0D7E-7A3B-11EC-869D-94044844363C

It would be interesting if the insurance companies stopped giving insurance due to the crashes, dunno why thats not happened really, must’ve cost a fortune in damages so far due to autopilot.

https://www.iihs.org/news/detail/iihs-creates-safeguard-ratings-for-partial-automation

Do the sellers know we are an integral part of this? Sounds to me like they’ll sell a few of these

https://www.autovision-news.com/sensing/ox05b1s-reveal/

Hey, I’m just looking for the seller, 2x1m sold today so there must be a home for them.

I doubt it’s Richard griffiths, he has surely done his due diligence and will know its 2025 before the real money will be made. Polar capital rate seeing machines as their worst investment due to it being early stage.
As per this article. The worst investment decision

https://www.polarcapitaltechnologytrust.co.uk/static/documents/PCT_The_Daily_Telegraph_Covid-19_will_only_increase_the_power_of_our_stocks_02052020.pdf

Anyone remember the fund polar capital has us in? I have a feeling they have lost their patience.
I’m sure these will get snapped up though, I’m not concerned due to what we know. It could be another year of this tho, who knows, its easy to put a massive valuation on something, talk is cheap.
Action required

It’s a bit like red eye and smarteye then haha only Colin isn’t making it up, he compares the licensing model to Arm.
Only a few more months to find out who the other companies are when the RFQs are settled.
Merc,bmw,vw, Ford, GM, Chrysler already in the bag and then the ones the licensees have won??
An ever expanding ecosystem growing organically

What about the article is not factual? Haha, what a ridiculous statement.

I’d love to see someone finding a use for us in the metaverse.
Glasses are an obvious one

Price can’t go on much longer, if you haven’t already, sell your house, your wife and children
FILL YOUR BOOTS

No, it doesn’t
A, it has to be in cars by law
B, this tech will only work in certain conditions regardless of what they say
C, there are the 40 plus functions required by OEM for DMS
D, it works with DMS as it knows if you have seen something in your blind spot for example and brakes for the driver.