Member Info for shallwe

Just goes to show that fully autonomous vehicles are years, possibly decades away, and that drivers with DMS will be here for a long time.

Fortunately my green blob filter works brilliantly

One fly in the ointment, not all Mach-E's have DMS. I've got a Mach-E without any DMS, it's the basic model. I appreciate that this will change with legislation in 2023/24 and 2026, but the impact means that your figures may need revising down a tad until the mandatory legislation comes in and has an effect.

But on the plus side, we all know it's coming :)

....I didn't get to finish
.... other major shareholders may have other ideas.

Soulboy, totally agree, let the company run a few more years to get to its full potential before a bidding war.
However, as I know from what's happening at my own company, other shareholders

Definitely activated Terry. I'm on one of the American Facebook pages for the Mach-E , and have read a number of posts about it. There is a nice photo from the front small screen that someone posted that indicates that Bluecruise is on.
Just a shame that we can't have it here in the UK yet as I don't believe the roads have been mapped fully and the Government hasn't allowed it yet as far as I know :(

No job vacancies so I assume they're fully resourced.
https://seeingmachines.springboard.com.au/jobtools/jncustomsearch.searchResults?in_organid=18900&in_jobDate=All

Soul, I used to say that a nice big juicy contract win RNS would do the trick, sadly I was wrong. I've now changed my tack and reckon that it would be going into sustainable profit with licensing revenues etc. showing long term visibility of revenues.

Either that or a juicy takeover bid and subsequent auction for the company, hopefully the former first, then the takeover bid next.

Then I can retire happy :)

I liked this bit too -

'I continue to predict Seeing Machines will be the leading auto DMS/OMS vendor, with the top three suppliers holding 80-90% market share. Add in your choice of the specific market share percentages.'

That sums up SEE market share very succinctly, if those three suppliers utilise SEE technology in the majority of their DMS/OMS offerings, then the SEE market share would have to be at the top end of the 80-90% range, or am I missing something?

I very nearly sold a tranche last Monday when the SP shot up knowing that I would be able to buy back cheaper later in the week. Unfortunately I didn't have the b@lls due to FOMO!!!!

We all know it will be bigger

For clarification S2030, that is 50% revenue, 40% volume. Still big numbers though :)

And still the SP is lower today than it was before the latest OEM announcement on Monday.
Frustrating, but it's never been any different.

Don't forget S2020, SEE technology can be fitted into all vehicles, both EV and ICE.

The market is HUGE!!!!!

I agree, very conservative 50%, especially as he conceded that there isn't any real competition coming into the fray.

I'm not obsessed, just very interested, hence my posts. Everything SEYE is also most things SEE.

Absolutely Terry, I'm sure there are a few on their list that should be removed now.

'Buried in the announcement is a declaration that Seeing Machines DMS technology will be integrated into more than 110 "distinct vehicle models." This is to be compared with the running total for Smart Eye, of 93 "design-wins."'

Cue Martin to change his method of counting again so that they are still the 'Kings of DMS' - LOL

David, you're having a giraffe aren't you? Federated Hermes, Lombard Odier, Richard Griffith's, there are plenty of II'S that are on board.

I'm sure that I've read that our main competitors also claim they can do this enhanced tracking, it's just that their basic tracking is nowhere near as good as SEE.