Member Info for terrym

Sandy
Its all about timing, look at historicals on all the major companies, Apple, Netflix, Google, Facebook etc.

Tesla a good example. $30 in 2012, start getting cars out there and mid 2014 SP $250. 2/3 years later its $370 & bumps along for a bit.

More cars produced, more awareness, more marketing, more acceptance and 2020 sees it nearly $900 and settles around $800 now.

So where are we atm in comparison? No mass market cars on the road, no mass FFS units out there, 20,000 Guardian units out there.

Where will we be in 6-18 months? Mass market cars hitting the roads, Fleet growing, FFS installing in numbers probably.

Once mass market auto hits the roads then i think thats our moment to the next level. This should start from Summer & the following 12 months will see multiple models hitting the roads.

Only at this point will we be in a position to reap the rewards. Once you can see it, feel it, touch it then generally the best in its field makes the cream rise to the top.

Iam sure its coming but a bit more patience needed :)

Bausch
Well said. Research f all then **** off anyone one that does.

Didn’t realise life could be this sad for some ; )

To start, if you enjoy driving and cars, I’d encourage you to pay attention to disruptive trends and emerging developments in the car industry that should affect stock portfolios in the near future.

Disruptive technologies such as electric vehicles (EVs) and autonomous driving present both an opportunity and a threat to many automakers and the industry.

Several companies that may be worth your attention are driver monitoring systems business Seeing Machines, telematics companies Trakm8 and Quartix, and cyber security firm NCC.

https://www.google.co.uk/amp/s/uk.finance.yahoo.com/amphtml/news/february-d-love-cars-investing-111116707.html

Driver monitoring has long been a subject of interest in the automotive industry, primarily due to a need to improve the safety of vehicles being driven for commercial purposes. With long, often tedious hours behind the wheel, fatigue and distraction can soon settle in—and with grave risks….

https://www.automotiveworld.com/articles/driver-monitoring-could-combat-abuse-of-automation/

Hyms
I was going and fly Amsterdam tonight but had to get one yesterday instead. Shame as was looking forward to it.

Glandore
The $7 million was/is probs very low estimate. Add in Paul talking now 7,10 yr contracts instead of 5yr lifetime contracts now then it could be anything?
$7 mil was/is prob $20 mil +
If based on 10 now instead of 5yrs could be double that? Then if presume the $7 was on the original model only and that’s only 10% of the GMs sold in USA you may add on some export markets or joint ventures that GM have & it’s certainly significant.

Let’s hope for some clarifications in RNS this week?

I was expecting a rns this week. Lets see if one comes next week?

HARMAN JOB ADVERT
About the role:
Find out more about the Driver Monitoring System in HARMAN at https://car.harman.com/solutions/adas/driver-and-occupant-monitoring-system

What You Will Do

Work with the DMS/OMS tech lead understand software requirements to support the DMS/OMS feature development
Bring up the BSP for the DMS/OMS hardware platform and verify operation
Develop write and test code to integrate DMS/OMS features into the platform
Work with test engineers to test and troubleshoot system functionality
Write code to interface new sensors into the DMS/OMS platform

https://stellenangebot.monster.de/junior-software-engineer-m-f-d-driver-monitoring-system-garching-bei-m%C3%BCnchen-bayern-de-harman-becker-automotive-systems-gmbh/186e6747-472b-4d59-9e61-c40f487d3c6c

Nice find Bauch.
It’s still more research than 3 or 4 others combined on here. If everyone contributes what they find then over all we all see the bigger picture.

P30

https://aviationweek.com/sites/default/files/2020-01/AW_200127_0.pdf

An “eye-tracking” system would mean pilots could look at a target to highlight then make a gesture with the gloves rather than pressing a firing button.

https://www.google.co.uk/amp/s/www.mirror.co.uk/news/uk-news/raf-pilots-help-drone-squadron-21308838.amp

Sounds ideal if you was about to start a campaign of building eye tracking for flight simulators.

Rama Myers doing a talk on the last day.

https://www.wats-event.com/conferences/2020/maintenance

https://www.transportxtra.com/publications/local-transport-today/news/63377/new-study-analyses-potential-health-impact-of-self-driving-cars

Abstract
This report explores the impacts of autonomous (also called self-driving, driverless or robotic)
vehicles, and their implications for various planning issues. It investigates how quickly selfdriving vehicles are likely to develop and be deployed based on experience with previous
vehicle technologies; their likely benefits and costs; and how they are likely to affect travel
demands and planning decisions such as optimal road, parking and public transit supply. This
analysis indicates that some benefits, such as independent mobility for affluent non-drivers, may
begin in the 2030s or 2040s, but most impacts, including reduced traffic and parking congestion
(and therefore infrastructure savings), independent mobility for low-income people (and
therefore reduced need for public transit), increased safety, energy conservation and pollution
reductions, will only be significant when autonomous vehicles become common and affordable,
probably in the 2050s to 2060s, and some benefits may require prohibiting human-driven
vehicles on certain roadways, which could take even longer.

https://www.vtpi.org/avip.pdf

Yes, there are too many lives lost, but we know the main causes are related to human failings such as distraction; fatigue; driving while intoxicated by alcohol or drugs; and speeding. We won’t succeed in reducing the number of fatalities by replacing human drivers with non-existent “self-driving” AVs. We will succeed by making human drivers into safer drivers using ADAS and camera-based driver monitoring — technology which is tested, validated and suitable for deployment at scale today.
https://www.eetasia.com/news/article/AV-Just-Another-Vanity-Project

WHL
I think the new one is standard but not said on others yet I’ve seen.
https://www.google.co.uk/amp/s/www.cnbc.com/amp/2020/02/05/gm-expanding-super-cruise-driver-assist-system-to-22-vehicles-by-2022.html

Nice find slips

Fatigue is highly underreported as an accident cause, said Dr. Bongers, who has a Ph.D. in mechanical engineering. For example, he said, a crash might officially be attributed to roadwork, but fatigue may have slowed the driver’s reaction time and decision-making.

The good thing is Qualcomm have seen the Value in SEE obviously.

$100 billion dollar companies are not usually stupid :)

I 1st bought SEE about 6/7 years ago £50,000 is now about £50,000

If i bought Tesla then my £50,000 will be £1.5 million now. If i bought Tesla a year earlier id be sitting on about £2 million for my £50k.

Lets hope the market sees the real value between them both!!!!

Tesla, which has never had a profitable year, ended 2019 with a loss of $862 million, less than its two previous annual losses.

https://www.nytimes.com/2020/01/29/business/tesla-earnings.html