Member Info for terrym

Was hoping news after a long weekend but alas the wait continues...

Did find this though. Nice to see sponsoring a awards.

Travelstar beat off competition from coach operators around the UK to be crowned best fleet. The award, which was sponsored by driver monitoring technology firm, Seeing Machines, rewards excellence in everything from vehicle condition to legal and contractual compliance.

https://www.expressandstar.com/news/business/business-picks/2022/04/19/travelstar-european-cleans-up-at-national-awards-ceremony/

2 early for us? Another Qualcomm customer.

DMS The addition of driver monitoring (including fatigue and attention monitoring) makes safe driving a habit.
https://inf.news/en/auto/384f2f506a68987fb30487e300f31da0.html

https://www.qualcomm.com/news/releases/2018/01/08/chinas-byd-selects-qualcomm-automotive-solutions-help-drive-immersive

MrBB
Sounds crazy discussing a value & 120p being too low while our SP currently is about 8p .

Us long termers & great researchers over many years will either be proved right or carted off to the loony bin in straight jackets.

Iam still convinced we won’t be banging out heads in a padded cell but sitting drinking Champagne on Lewbos yacht one day ;)

Fleet must be worth a pretty penny already. Hopefully by end June we in 41-44k connections. Can’t be long for all those fleets to start looking at the legislation market Around the corner. On top of that we will start seeing factory fitted versions coming out. If the 12 months to June 22 end up with 10,000 units added then what will the following 12 months add to it? 15 or 20k the year after maybe? After that we should be really ramping the numbers up. At $2000 for hardware & $720 PA monitoring, before and discounts then someone has to be interested in it as a stand-alone business. If Cenkos expects 300,000 units by 2030 even at 50% discount on sales that’s a decent business to own with a decent turnover.
I can see a Veoneer trope deal coming to fruition. Q or other buys the entire businesses and uses auto then farms out Aviation & Fleet after beefing up the numbers. They would end up with Auto for peanuts after selling on the rest Iam sure.
As long as we get a decent price Iam sure all be happy.
Every day that goes past before sale is hopefully adding 2-$3 million a day to the eventual value?

Whatif

It probably is but need booked business to prove it. Get to $1b booked business then go after the next $1billion RFQs & get the overall turnover to $200-400m PA & be worth multiples of that figure hopefully.

If Mobileye worth $50b then 10-20% of that be nice for our value.

Ford Motor Co. is planning a big celebration on Tuesday, April 26, to mark the start of production of its first-ever electric pickup, the 2022 Ford F-150 Lightning. The company will livestream the event starting at 1:30 p.m. EDT from the Rouge Electric Vehicle Center in Dearborn, Mich., with Ford employees and F-150 Lightning customers on hand to mark the occasion. The plant where the Lightning is assembled is a new facility within the historic Rouge Complex, a sprawling industrial center that was the site of where Ford founder Henry Ford perfected the moving assembly line and scaled up massive production of the iconic Model T.
The F-150 Lightning has been available for ordering for months now, with Ford already announcing an increase in production capacity in response to overwhelming demand. When production begins, it will become the third all-electric pickup in production in the U.S. market — following the 2023 GMC Hummer EV and 2022 Rivian R1T. Ford has not said exactly when the first F-150 Lightning deliveries will begin; “spring” is the last expected delivery window.
https://www.cars.com/articles/ford-celebrates-start-of-production-for-2022-f-150-lightning-electric-pickup-449097/

From a few months ago but the certainly started executing their plan. Can’t be that long b4 they pounce.

Qualcomm CEO Cristiano Amon crystalized the company’s market diversification strategy during an annual meeting with investors in New York on Tuesday, pointing out opportunities to expand revenues based on a projected 7x increase in Qualcomm’s addressable markets valued at $700 billion in a decade.
With such projects and more, Amon told investors, “We have an incredible opportunity to grow seven times in the next decades” to a $700 billion addressable market opportunity. “We’re truly at the beginning of one of the largest opportunities in our history.”
https://www.fierceelectronics.com/electronics/qualcomm-sees-seven-fold-jump-markets-it-plans-to-sell-into

Southwest's pilot union says rising crewmember fatigue is the airline's 'number-one safety threat'
In a letter to Southwest executives on Tuesday, including newly appointed CEO Robert Jordan, the Southwest Airlines Pilots Association said fatigue among its members has been increasing since last summer when passenger volume ramped up to near pre-pandemic levels, ABC News reported.

"April is already setting fatigue records," the letter read, according to multiple news outlets. "Fatigue, both acute and cumulative, has become Southwest Airlines' number-one safety threat."

The union said pilots calling out of work fatigued in March increased by 330% compared to the same month in years prior, according to the Wall Street Journal. A Southwest spokesperson told Insider that as few as 10 pilots per 10,000 duty periods called out fatigued in March 2019, compared to 35 in March 2022.
https://guce.yahoo.com/consent?brandType=eu&gcrumb=cXfTYyc&lang=en-GB&done=https%3A%2F%2Fuk.news.yahoo.com%2F

The primary threats going through automated driving assist programs
1. The absence of a driver monitoring system

Nicely-designed for performance and UX, ADAS can successfully cut back driver fatigue and stress throughout prolonged journeys. Nevertheless, for this to occur it must be geared up with an efficient driver monitoring system.

Why is that this important? With the switch of some driving duty into the arms of superior expertise, the temptation to “thoughts their very own enterprise” can come up within the driver. And this usually leads to drivers scrolling by means of their social media feeds on their smartphones. When automating driving, you will need to contain the motive force, who should be always conscious that their presence is crucial to driving.
In the meantime, Client Experiences, which surveyed dozens of such programs in autos from main producers, stories that simply 5 of them: BMW, Ford, Tesla, GM and Subaru – have fitted ADAS with such expertise.

In response to William Wallace – security coverage supervisor at Client Experiences, “The proof is obvious: if a automobile facilitates folks’s distraction from the street, they are going to do it – with probably deadly penalties. It’s crucial that energetic driving help programs have security options that truly confirm that drivers are paying consideration and are able to take motion always. In any other case, the protection dangers of those programs might finally outweigh their advantages.”
https://thebrazenmedia.com/vehicle-automation-where-we-are-today-grape-up/

Fast cars, while cool, are getting to be a dime a dozen. A car that can drive itself, however, is fast becoming the definition of a luxury car.
Before dive in, some clarifications are in order. While we say that self-driving cars are going to be the next big thing in the automotive industry, we aren’t discounting the significance of fast cars or the environmental potential of EVs. The need for speed forms a primal link between man and machine, and EVs are simply the next evolution in how we power our cars.
https://www.luxuo.com/cars/automobile/self-driving-cars-autonomous-driving-artificial-intelligence.html

This will filter through to us by next year though.

Qualcomm: $700 Billion Market Opportunity - Why We Are BuyingWed 12:07
To date, QCOM has already signed 26 global automakers, such as BMW, General Motors (GM), Hyundai, Ferrari, Volvo, Honda, and Renault as its partners. This is important since GM is the largest automaker in the world, with nearly 6.3M vehicle deliveries in 2021, which also aims to exclusively produce only EVs by 2035. GM will be launching the Ultra Cruise driving assistance feature on its luxury Cadillac sedan in 2023. Certain models from Volvo and Honda using its chips will also begin production in 2022 and potentially start their vehicle deliveries in 2023. As a result, we expect QCOM to report a massive jump in its automotive-related revenues from FY2023 onwards.

Financial terms were not disclosed, and Qualcomm did not update its current $13B pipeline as I believe the company is in its quiet period ahead of earnings on April 27th and therefore cannot talk financials.

Will we start getting news after this ? They got to be our biggest client as it filters though to us.

Biggest clients usually end up buying their big suppliers

I guess Ford posted for 26th April so after that maybe?

After a massive amount of work by one of the best teams in the world..... We are ready!

This is a big one.... In every way possible.

My team and I cannot wait to share this product with the you and the world.

It's going to win so many hearts and minds.

I dare you to drive for for 2 minutes and not want one!

Get an update on Euro NCAP DMS testing with Adriano Palao Bernal

Speaking Slot: Friday, May 13, 2022 PM, Session 4: DMS System Testing and Innovative Application

https://lnkd.in/du8m_kEY

https://webshow.ienmore.com/?activityId=1677&languageType=1

Martin : Magnus quick ring National express
Magnus : Too late
Martin: Ring Shell then
Magnus: Too late
Martin : What about Coke
Magnus: Will try
Martin : Try my cousin hes got a few coaches.......

Today, we are proud to announce Magnus Brunzell as the new VP of Smart Eye’s Automotive Fleet and Aftermarket business unit! ??

Magnus will be responsible for the development and delivery of Smart Eye’s end-to-end #DriverMonitoringSystems for fleet and aftermarket. By combining our purpose-built proprietary hardware with our proven #DMS software, we offer a plug-and-play product built on over 20 years of #automotive experience.

“I’m very excited to step into this new role,” says Magnus Brunzell, newly-appointed VP of Applied AI Systems. “Over the past few years, I have seen how our hard work has resulted in an incredible Driver Monitoring System that is sure to take the automotive industry by storm. I’m beyond proud of what we have accomplished so far, and I look forward to seeing how our technology will make roads safer around the world and ultimately saving lives.”

To find out more about Smart Eye’s first Driver Monitoring System for fleet and aftermarket, listen to the new episode of the Human-Centric AI Podcast with Magnus Brunzell here: https://lnkd.in/ey7mz29m

David

Exactly mine and many others thoughts. Some been in the game longer than some of us lth.

They must see the future through their crystal balls, so iam happy to be guided and click my heels waiting.

Lets see if hear anything on this one today?

1 hour to go! FOCUS: Is a single sensor enough for present and future in-cabin use-cases?

https://hubs.ly/Q017wBWF0 Xperi Corporation Seeing Machines Cipia SmartEye

David

Alas my worry the same. No details or No $
Waymo-----No RNS
Mustang----No RNS
Fordf-150---No RNS
Qualcomm-No RNS
Ambarella--No RNS
Omnivision-No RNS
All Existing contracts- No RNS updated $
Nat Express--No New RNS

I bet all the Fund managers as well as PIs are pulling their hair out with elements of the lack of news or updates we get.

Many on here sniff things out but we dont seem to get the newsflow we should have.

Cant believe where we are SP wise from where i believe we should be now. Hopefully next 3/4 months will see some big news popping up more regular but past historical newsflow isnt a good indicator but wtf do i know lol

Our technology is providing a safer, greener, more connected future of mobility. Learn more about our Driver Monitoring System (DMS) team.

https://www.youtube.com/watch?v=FsksNQ9OUk0

To date, QCOM has already signed 26 global automakers, such as BMW, General Motors (GM), Hyundai, Ferrari, Volvo, Honda, and Renault as its partners. This is important since GM is the largest automaker in the world, with nearly 6.3M vehicle deliveries in 2021, which also aims to exclusively produce only EVs by 2035. GM will be launching the Ultra Cruise driving assistance feature on its luxury Cadillac sedan in 2023. Certain models from Volvo and Honda using its chips will also begin production in 2022 and potentially start their vehicle deliveries in 2023. As a result, we expect QCOM to report a massive jump in its automotive-related revenues from FY2023 onwards.

https://seekingalpha.com/article/4500974-qualcomm-700-billion-market-opportunity-why-we-are-buying