Member Info for Smokey2

Looking good Johnchucka!

Do you think Continental have loaned us these key staff members to help SEE implement a DMS solution for Continental or do you see these moves in a different way?

It's great we are tied up with Bosch and Qualcomm as they both have the infrastructure and economies of scale to allow easy implementation into many millions of vehicles.

I just wanna know how much of the pie we are getting...

Thanks Terrym

It helps confirms what a lot of people are thinking and why PM and KK tweeted about Bosch just before CES.

These tie ups with Bosch and Qualcomm are great but it would e greater to hear of the material advantage per unit to SEE.

To be fair, news flow has been fairly good the last six months and the last few RNSs have been good, in particular the Qualcomm one.

Were we aware of this collaboration when it first started? I didn't know about it. Maybe SEE didn't mention it 18 months ago as it was not deemed price sensitive news. Makes me wonder what other large collaborations we are working on. Whilst not directly price sensitive such collaborations could be massive for us.

With the sector very new I can see companies being a bit cagey about announcing collaborations etc for fear of competition.

This year should be packed with RNSs. I hope at least one more for the Tokyo show and of-course there's the much heralded Aviation RNS we all await which is due imminently!

I'd like to think we would get license type deals vs consultancy fees for working with these huge companies like Bosch or Qualcomm.

Hopefully this type of information will be included in the January update.

These large company collaborations are intriguing.

Let's hope it heralds the start of licensing our IP and scaling up production.

I doubt the IIs or PM would sit back and accept 15p,

50p possibly...

...its gonna be in all cars soon

We are best placed imo to take a good share of this new market. That's what keeps me here..

Pita its taken so many years to get to this position, 6 years is a long time isb isn't it?

I had a full head of black hair when i first bought SEE.

I always thought it would be in cars years ago but

I don't see why everyone is so so worried about fleet.

These fleet predictions were announced ages ago. There has been plenty of chances to revise them but they have stuck to the original forecast.

I only see potential upside to these original fleet predictions. My figures show we are basically on target to meet them yet i expect to surpass the predictions as i expect additional uptake this year compared to last year.

SEE have the best idea of the fleet deals in the background, recurring contracts, potential upgrades etc.

Fleet imo is fixed at their forecasted numbers but could well achieve much more.

It's the licensing, aviation and more OEM contracts that i am focussing on.

I've contemplated trading it but fomo keeps me from doing it especially with the next week or so with CES and the January update.

I personally don't think they will miss their fleet targets. I expect an accelerated take up this year.
I also expect some announcements (imminently) on aviation and additional oem contracts.

Fair play for having the balls to try and trade this share.

You must excuse CFP! Ramblings of a madman.

...Caught up in heavy losses with SAR, AFC and now more losses added with a SEE short that is being heavily squeezed.

Best stick to BetFred CFP.

How's SAR coming along CFP?

Did you manage to cover that short?

TLS

I think Tesla will have to do something soon. Haven't they had to disable functionality in their autonomous driving cars within the EU as a result of yesterday's EU legislation?

I do remember those days bogyo.

I'm sure we'll be seeing them again soon.
We're already supplying one fully autonomous car company in North America.

Uber, Waymo etc.

And they must be fitted by January 2020, in two weeks time.

There will be a rush on to get this sorted if the likes of Uber, way etc want to operate in the EU.

There is substantial general legislative news bogyo.

Yesterday, the EU mandated that all autonomous cars must be fitted with driver monitoring.

CFP is desperately trying to cover his short now that EU legislation requires all autonomous cars to have driver monitoring within 2 weeks.