Member Info for Seeing2030

As stated when the commercial vehicles are getting DMS installed in production we will be totally licensing our tech in all aspects of the business and will be very attractive to a number of companies, we will be basically operating like ARM and who doesn’t want a piece of them?
I feel that after over 7bn km of driving all edge cases will be covered and that data alone is worth a fortune and no real need to keep collecting it, the call centres will move to AI.
I have faith these guys won’t sell us out too cheap, it will be interesting to see if some of our big share holders have added this week.

Or adding…..

We have been here before this year already remember, the contracts need to be announced or it will slide back down again.
Everyone has their target price, we can’t all hold shares or there wouldn’t be any to buy or sell.

Gotta be ii as big sales going though but good to see the so holding up so far

Gets out this could go on a nice run

This is from Bloomberg? They may still want to invest elsewhere

Qualcomm “was the logical alternate bidder” for Veoneer, given a collaboration the companies first announced last year to develop driver-assistance and autonomous systems, Dan Levy, an analyst at Credit Suisse Securities, wrote to clients. He doesn’t expect Magna -- the world’s fourth-largest supplier to the auto industry by sales -- to pursue a topping bid because investors were already wary of the planned acquisition announced last month.

https://finance.yahoo.com/news/qualcomm-bids-4-6-billion-144428436.html

WOW

It looked like the magna deal was done and dusted?

I wonder if the trading update RNS with big numbers attached was a come get us by Paul? What are we worth? It’s all good saying £1-£10 but how much will the large II settle for?
It will be interesting to see how Magna respond, they may just put an offer in to us instead

Ill post this again as it probably got buried

https://newslanes.com/2021/08/02/a-magna-masterstroke-may-signal-bigger-developmentsahead/

Update from
@seeingmachines
states 16 T1s. That’s prob all ADAS T1s & a # of infotainment suppliers, suggesting QCOM partnership is broadening supply chain. Also could mean some OEMs (maybe Ford?) are “indicating” SM DMS for their RFQs & T1s forced to respond (maybe Aptiv?).

Yeah, maybe Volvo and Aptiv

Very rousing, my patience is shot though. Weeks til the auto announcements in the last interview with investors clambering to buy in? Where about? Sadly the weak share price does mean something to me, totally fed up with cenkos, they should stick to making coffee

Well imo, after the fleet mistakes of yesteryear I don’t think they will be throwing large estimates down without being extremely confident of signing those, especially the Japanese ones which look to be driving around with our tech in them, i am also assuming the North American ones are the yet to be announced GM ones which we have all be asking for some monetary value to be attached and finally the European ones are the Mercedes ones as mentioned in the EE times article i posted about the same stack being fitted to all models with a subscription model planned.

Fleet profitable on a stand alone basis.
900m contracts to be signed and more to come.
Arrrrghhh, I can see it, but just can’t grab it.

Over to you cenkos

"Our progress over the past financial year has been really pleasing, and the signs are there for increased opportunity as FY2022 gets underway. The Automotive RFQs from Europe, North America and Japan currently represent total revenue potential of over A$900m, signalling a step change in the value of our automotive pipeline. In addition, we have increased the number of relationships with key Tier 1 customers to 16, enabling us to bid each opportunity with several parties.

The whole article

https://newslanes.com/2021/08/02/a-magna-masterstroke-may-signal-bigger-developmentsahead/

We’re in 6 out of 12, you wouldn’t think it with our sp.

The disclaimer after all the bad Tesla stories is there is no public relations office to comment.

Our disclaimer is we have no PR office to big us up.

https://www.cnet.com/roadshow/news/best-tech-car/?TheTime=2021-08-01T16:24:56&UniqueID=024568EE-F2E5-11EB-ABA8-25B3923C408C&ftag=COS-05-10aaa0b&PostType=link&ServiceType=twitter

Can’t see anything exciting happening til next year, although the Qualcomm stuff was a nice surprise this year, at least there’s one company that has some balls and puts us out there as an industry leader and proud to be using us.

Colin barden again like he said seye won merc (oops) says aptiv and seye won dms for Volvo. Although maybe he is saying it for effect, like when it’s clearly seeing machines again, it is seye announcing things and making the market think they are winning stuff that they really aren’t. I may be overthinking that though haha

They are now saying 2025 for AV if costs come down? Still a bit pie in the sky if you ask me. Too many variables, the largest hurdles being responsibility and legislation.

https://www.eetimes.com/av-complexity-explained/?utm_source=eetimes_twitter&utm_medium=social&utm_campaign=Articles#

Have aptiv won he DMS contract too though? Or is DMS being delivered by veoneer?

https://www.aptiv.com/en/insights/article/what-is-a-driver-monitoring-system

It’s all a big secret