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There's so much talk of pilot shortages and training inefficiencies, SEE tech has to feature in this road map?!

Knowing more about how each student assimilates training data seems to be key to providing consistent training. I think this is now slowly dawning on many training academies and guess who is ahead of the pack when it comes to providing said human factors technology...

That's right, good ol' Seeing Machines.

Is more good news on the way?!

Join Philippe Perey, Head of Technology for CAE Defense & Security as he looks at ‘Rethinking the pilot training pipeline with a new suite of training tools and technologies’.

Philippe's presentation at this years, ‘Evolving Tactical Training with Innovation and Technology’ seminar, hosted by International Tactical Training Centre (ITTC) addresses how Air Forces around the world continue to be challenged to train enough pilots for the needs of tomorrow.

Join Philippe as he outlines some enabling training technologies focused on the student’s learning journey that can help address throughput as well as overall pilot training costs. These include #VR/XR, lower cost immersive training devices, advanced performance data analytics and adaptive learning capabilities.

Register for the Online Event at info@ITTC-Canada.com

https://www.linkedin.com/posts/cae-defence-%26-security_vr-tacticaltraining-defenceindustry-activity-6922675525849161728-V0m8?utm_source=linkedin_share&utm_medium=android_app

Kudos to team SEE, it's great that this is now common knowledge. The fact that we already knew about this in advance is testament to the thorough research provided on this board by its many dilligent shareholders, we'd certainly give poirot a run for his money!

GLA

They are probably sniffing around for backdoor deals as per usual, they hate to buy on market as they can't get the shares they want without coughing up!

The minute they buy a load on market, the jigs up and everyone else cotton's on.

If I were to guess, I'd say it's a licence with Amberella. Probably relating to the Nextbase IQ Dashcam? With the potential being to expand across their entire family of Dashcams.

As I say, just a guess... Not sure why they couldn't name the licensee?

https://twitter.com/seeingmachines/status/1515918086850949120?t=9HqGsPg06sLfsqlnyEbBSw&s=19

I can just imagine Paul driving around in a brand new Maserati, top down and sipping on an ice cold Coca Cola.

£5 bil would do me fine, works out at £1.20 per share.

Factors in business we know about and no doubt business we don't know about. As you say S2020, the aviation market is a big unknown and could surely tip the balance in favour of a higher premium.

Plus with inflation eating away at earnings, they'll have to factor this in too. As Terry mentions, if mobileye is valued at $50bil. 10 to 20 % of this value for 60% + of the DMS market isn't asking much. Especially being as Mobileye only deal with Auto. Our other pillars should add value to any eventual takeover.

They only get to sell this company once!

GLA

But £3bil would mean settling for less than £1 per share?!

Was hoping for £5 bil minimum if I'm being honest, factoring in Auto, Fleet, Aviation and licencing revenue.

Remember NextBase are releasing a dashcam in Autumn of this year, rumours are it's an Amberella chip with SEE tech inside. That'll be sure to sell more than a few boatloads!

That's my thinking lost.

Awesome, first in waymo taxi's now waymo trucks!

Good vibes and good luck all, we deserve it!

Damn this board is good, proper detective work!

Cheers Terry / S2020

" Our non-exclusive agreement with Seeing Machines to utilize their
reference design and market under a license"

Might explain the lack of news on the Ford BlueCruise front, Veoneer are pulling the strings with their Licence. I would however like to know how much this licence is worth to Seeing Machines!

I would love £1+... Not sure if I want to wait til 2025 for it though.

Here's hoping for a slew of decent RNS on the horizon, as SafeStocks has noted, Show Me The Money!

GLA

Agreed, it's a simple thing to add to the bottom of any RNS, so no reason not to do it!

Macro economics are one thing, but SEE really need to up their marketing...

Perhaps as part of any future RFQ's, they need to write in a clause that requires buyers to advertise our tech alongside their product! Intel do it, why can't SEE?

Ford Bluecruse - Occula inside!
Mercedes Drive Pilot - Occula inside!
GM Supercruise - Occula inside!

You get the idea...

The Automotive Driver Monitoring Market: What’s Happening? Why? What’s the Opportunity?

https://embeddedvisionsummit.com/2022/session/the-automotive-driver-monitoring-market-whats-happening-why-whats-the-opportunity/?utm_campaign=Summit%20Speakers&utm_source=linkedin&utm_medium=social&utm_content=RichesI

Wow... 9.5p... Again...

I want to see the ££ already! Qualcomm, CAE, get your checkbooks out!