Member Info for terrym

Huge developments happening in the #DMS world today, with an announcement from Seeing Machines that it has reached start of production (SoP) for the Cadillac CT4, CT5, Chevrolet Bolt, and Mercedes-Benz AG S-Class and #EQS (https://lnkd.in/dG4GNhu). In further news, Ford Motor Company's Lincoln luxury brand has announced its equivalent to Ford #BlueCruise will be called #ActiveGlide (https://lnkd.in/d7eJp_2). In #automotive, nothing happens, and then everything seems to happen at once.

I have updated my estimates of the Seeing Machines program wins with the new information. As always, some of the conclusions are apt to turn out wrong, and those marked in yellow are complete guesses. I'm particularly interested in win#10 which looks to be based on Nvidia's Xavier and that I see pitching Seeing Machines into a straight fight with Smart Eye for future Nvidia-based RFQs such as Mercedes-Benz. This is a major market development that few are aware of. We can also see the growing importance of Xilinx as a DMS processor platform.

If you wish to discuss these developments in further detail, I can be booked for telephone-based advisory and consultancy services on both GLG and Guidepoint. Just ask for me by name.

https://www.linkedin.com/posts/activity-6811243639977594880-izbE

The marathon race that is the rebuilding of American technology supply chains has commenced, with cautious optimism that initial efforts will eventually yield resilient U.S. manufacturing and distribution frameworks for semiconductors and key energy technologies.

The pandemic exposed vulnerable supply chains for semiconductors, battery materials processing and cell assembly along with other strategic goods. Those gaps also underscored erosion of the U.S. manufacturing base. In short-term response to an ongoing chip shortage and the crying need for a long-term resilience strategy, the Biden administration last week released a 100-day review of U.S. supply chains.

https://www.eetimes.com/u-s-takes-first-steps-toward-resilient-supply-chains/#

Safety
2021 Jeep Grand Cherokee L Review

What We Like
Ruggedly handsome looks
Luxurious interior in higher trims
Promising off-road capability
Lots of safety tech
Standard second-row captain’s chairs
Standard wireless Android Auto and Apple CarPlay
Optional V8 with class-leading towing

As of this writing, the 2021 Jeep Grand Cherokee L hasn’t been crash-tested by the NHTSA nor the IIHS. However, we know that this Jeep will be well-appointed with standard and available safety and driver assistance features.

Standard driver assistance technology on every 2021 Grand Cherokee L includes active lane management, adaptive cruise control with stop-and-go, advanced brake assist, blind-spot monitoring, full-speed collision warning with active braking and pedestrian detection, LaneSense lane departure warning with lane-keep assist, ParkSense rear parking sensors, and a backup camera.

Additional available safety tech on top of that includes front parking sensors, a head-up display, a 360-degree camera, an Intersection Collision Assist system, night vision, drowsy driver detection, traffic sign recognition, and an advanced Active Driving Assist system. Active Driving Assist is a semi-autonomous driving system that uses lane-centering and adaptive cruise control to reduce driver fatigue in highway driving. This is a hands-on-wheel, eyes-on-road system that still requires attention from the driver.

Jeep says an advanced hands-free level 2 automated driving system will be available in late 2021 on the 2022 model.

https://www.autotrader.com/car-news/2021-jeep-grand-cherokee-l-review

Exhibiting how technology can improve safety at the mine site, the Cat MineStar Detect Driver Safety System (DSS) display details how the system monitors eye closure and head pose to alert the driver via seat vibration and/or audio alarm the moment fatigue or distraction is identified. DSS has been shown to reduce 97% of the most significant fatigue events, 80% of average fatigue events and 91% of distraction events, Cat says.

https://im-mining.com/tag/minestar-detect-driver-safety-system/

Buffett

Hoping for more news before end month then more info in Brokers notes in July/Aug for Year end results & forecasts.

When is the Year end meeting/results due?

Still plenty of news to come.

Adaptive cruise control is so 2020. It's the price of entry for vehicles above a certain price point, and indeed every trim level of the 2021 Jeep Grand Cherokee L gets this advanced driver assistance feature. To really wow buyers, automakers must offer a hands-free system like GM's Super Cruise or Ford's BlueCruise, the latter of which is just rolling out. With the launch of the 2021 Jeep Grand Cherokee L, most of the pieces of Stellantis' answer to these systems are in place by way of the automaker's new Active Driving Assist feature, but the full hands-free variant is still some months off.

https://www.motortrend.com/news/jeep-stellantis-hands-free-active-driving-assist/

I wonder how this event went in Orlando?

Eye Tracking: A Window into Pilot Monitoring and Instrument Scanning Behavior to Support Evidence Based Training and Realtime Feedback
This paper identifies use cases for eye-tracking in simulator-based flight crew training. The authors explore the potential benefits to instructors and flight crew, and illustrate how such technology could be integrated into existing and future training environments.

Aviation instructors are limited in their ability to directly observe – and therefore accurately assess – trainees’ instrument scan behaviors, which directly impacts their ability to train effective scanning techniques. As a result, trainees develop scanning techniques organically based on their prior experience. Eye tracking technology will, for the first time, enable instructors to understand instrument scanning strategies as currently employed, and objectively assess the effectiveness of various scanning behaviors.

The introduction of eye tracking technology is especially impactful in the HUD training domain where the aviation human factors community has identified significant issues including HUD training and attention capture – a term used to described the distribution of attention to near HUD elements and far outside stimulus. HUDs were originally introduced to enhance safety by improving situational awareness and provide operators with lower approach minima and their safety benefits have resulted in many of the current generation of single and multi-crew aircraft types now offering HUD systems as an option. HUD training, however, presents unique challenges for the instructor. Eye tracking technology enables objective measurement of a pilot’s distribution of attention across in-HUD scanning and transition to and from other ****pit instruments, enabling higher quality instruction and enhancing training outcomes.

Finally, the authors will illustrate how eye-tracking technology could be integrated into existing and future training environments, for simulator-based flight crew training of the HUD.

https://www.wats-event.com/2021-pilot-conference/rama-myers

Good models to be in. All should do well on sales figures i guess.
BOLT
The new 2022 Bolt EV and Bolt EUV should do even better.
In Q1 2021, Chevrolet Bolt EV (the outgoing version) noted its best quarterly sales result ever, exceeding 9,000 units!

The number of customer deliveries in the U.S. amounted to 9,025, which is 53.7% more than a year ago.

A potential four million drivers have fallen asleep at the wheel at some point, a new study has revealed.

Issued by road safety charity IAM RoadSmart, the findings show that one in ten of the 1,000 motorists surveyed admitted to momentarily closing their eyes because they were so tired.

In addition, more than half of drivers also said that they were very concerned about fatigue when driving long distances. Applied to the more than 40 million licence holders registered in the UK, this equates to more than 20 million drivers. #safety #roadsafety #mobility #safetyfirst #transportation #aviation #automotive #cars #fleet #fleetmanagement #seeingmachines
https://lnkd.in/dkAkTyU

Seems to be a buyer gobbling up around 9.5p. Maybe 5 million today.

Date Time Trade Prc Volume Buy/Sell Bid Ask Value
16-Jun-21 15:59:25 9.50 1,000,000 Unknown* 9.40 9.60 95.00k O
16-Jun-21 16:02:50 9.50 500,000 Unknown* 9.40 9.60 47.50k O
16-Jun-21 16:43:45 9.50 250,000 Unknown* 9.40 9.60 23.75k O
16-Jun-21 16:19:53 9.50 26,877 Unknown* 9.40 9.60 2,553 O
16-Jun-21 15:18:58 9.50 500,000 Unknown* 9.40 9.60 47.50k O
16-Jun-21 16:00:21 9.50 63,071 Unknown* 9.40 9.60 5,992

Cant be too long before we start announcing more models surely?

Panoramic Sunroof and Super Cruise
Enjoy a world of sights, imagination and hands-free comfort. The new, All-Electric #Chevy #BoltEUV has an available Panoramic Sunroof and Super Cruise driver assistance feature. #EVs #ElectricVehicles

https://www.linkedin.com/posts/chevrolet_panoramic-sunroof-and-super-cruise-activity-6810971953059430400-b7zu

Rivian...

Hard to tel whos using whos bits with everyone working together?

Rivian is still working with Ford on a future product, but its involvement with the Lincoln brand ended last year.

In addition, Lincoln vehicles are gaining a hands-free advanced driver assistance feature based on Ford’s BlueCruise system, though the luxury marque will call its version “ActiveGlide.” New Lincoln vehicles coming in 2023 will also feature Google’s native Android Automotive operating system, which is is being added to “millions” of Ford vehicles that same year. Four of Lincoln’s electric vehicles will be built on the new flexible EV platform that Ford announced in May when it laid out its new $30 billion “Ford Plus” business plan. That platform can power vehicles with all- or rear-wheel drive setups, and it “allows to reimagine the interior space, and deliver the power of sanctuary in a new way for our clients,” John Jraiche, the company’s global director for luxury vehicles, said in a briefing. In more near-term news, Lincoln announced that the 2021 Nautilus will receive its first over-the-air software updates starting this summer. Those will upgrade the onboard navigation system and improve the Apple CarPlay experience. Later this year, an update will add hands-free capability for the built-in Amazon Alexa digital assistant.

In addition, Lincoln vehicles are gaining a hands-free advanced driver assistance feature based on Ford’s BlueCruise system, though the luxury marque will call its version “ActiveGlide.” New Lincoln vehicles coming in 2023 will also feature Google’s native Android Automotive operating system, which is is being added to “millions” of Ford vehicles that same year.

https://www.theverge.com/2021/6/16/22535666/lincoln-electric-vehicles-plan-hands-free-google-android

All adds up
U.S. Lincoln Sales Jump 45 Percent In March 2021

https://fordauthority.com/2021/04/lincoln-sales-numbers-figures-results-march-2021/

Ford's BlueCruise tech will be applied to the Lincoln brand with a new name.

In addition to teasing its first fully electric vehicle and previewing its next-gen cabin tech on Wednesday, luxury automaker Lincoln announced that hands-free highway driving will be coming to its suite of advanced driver assistance systems. Say hello to Lincoln ActiveGlide. Aside from Lincoln-specific branding, ActiveGlide is, of course, the same technology that parent company Ford announced earlier this year as BlueCruise. We'll let you decide which name is the goofier of the pair.

Both driver-assistance technologies use a combination of camera and radar systems to enable hands-free steering assist on prequalified sections of divided highways called Hands-Free Blue Zones. While active, the system will automatically steer to keep the vehicle between the painted lane lines and automatically brake and accelerate to maintain a preset distance behind a leading car. Ford tells us that it will have pre-mapped more than 100,000 miles of Blue Zones in the United States and Canada when the technology launches.

Hands-free doesn't mean you can use ActiveGlide eyes-free, however; this isn't an autonomous technology, rather it's classified as SAE Level 2 aid and still requires the driver's attention. Like Ford BlueCruise and General Motors' Super Cruise system -- most recently showcased on the Cadillac Escalade and Chevrolet Bolt EUV -- driver monitoring technology will watch the pilot's face to make sure they're awake, alert and watching the road.

https://www.cnet.com/roadshow/news/lincoln-activeglide-hands-free-highway-assist/

The Calmest Man on I-96 GM Super Cruise commercial, directed by Murray Butler. Storyboards illustrated by Joe James, from Saint James Studios.

https://www.youtube.com/watch?v=hHvnJ6Q861w

Mikey

After 8 yrs of buying from 3-13p & 13-2p & then 2-11p again, my average is about 4-5p now, like most long term holders probably the same.

After 8yrs of extensive research i tel everyone 50p-£5 depending on when/if we got bought out? 2024 be good if last that long?

MOdest

The likes of CAE & L3 have most of the global contacts in the field. They will have tested the tech vigorously over the past few years.
They must both feel it’s ready to put to market based on its scalable & profitable.

Let’s hope we see regular aviation contracts popping up.

2022 should see all 3 divisions bouncing along nicely imo

https://www.google.co.uk/amp/s/kalkinemedia.com/uk/amp/stocks/penny/what-are-the-best-stocks-under-1

So apart from
CAE
L3
Qantas
EMirates
Fedex
Singapore airlines
Lufthansa
United airlines
Alaska airlines
RAAF
Boeing

Who else we working with I wonder?

The Aviation list is looking pretty impressive, who we are working with. Anyone else?

CAE
L3
Emirates
Alaska airways
Toll helicopters

L3 must drop soon i guess
https://www.facebook.com/watch/?v=396172468216869