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There has to be some pretty interesting conversations ala takeovers going on in the background. Obviously nothing concrete, but perhaps atleast sowing the seeds?

fyi, it works ok on a computer browser.

Can't get the link to work schnorrer?

No way out, I'm just going to hang in there.

Paul Mcglone, if your reading this, now would be a great time for those RFQ'S to land. Let's get us up to $1bil in deals signed please, that might help a little...

More Data for the SEE algos to chew through though TLS, that also has to be a good thing.

They sure are Esc, we're in more vehicles than we ever were and those numbers are only set to increase!

Do your own research, read the RNS and don't listen to the trolls. They only want your shares for themselves. Simples!

Whoops, ignore the typo...

I'd rather believe the chip companies we partner with know something we don't over some rando on an LSE board.

Qualcomm - Veoneer,
Xilinx - AMD,
Magna,
Omnivision,
Veoneer,
Ambarella,
AMS - Osram,
Analog devices than some lse poster.

Apparently Qualcomm are set to be in 40 OEM's too! That'll mean explosive revenue when they eventually hit the roads!

"Volvo, Honda and Renault join the increasingly long list of Qualcomm Snapdragon customers, which seemed to have picked up in earnest around the time Qualcomm acquired automotive tech company Veoneer in October. Since then, Qualcomm has signed on around 40 OEMs, including BMW, GM, Hyundai, JiDu, Xpeng, NIO and WM, to integrate different Snapdragon platforms into their vehicles."

Source:
https://techcrunch.com/2022/01/04/qualcomm-ces-auto-snapdragon-digital-chassis/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAPvgt9xP85BtP1_h9QnDl0ocNTgkKW8KSqDhKquJhDSGSjmQZfBL01nxkeaEbL-FXaUPd1i_23i3jfTpGSVwBzp6c6FF-ik4fSmPcSzhzKttCzvDTJBAIonIiqKhvXms5pu-zV6_Nt4IKufaqSSdeJfj3mGXiP1hTTcjW0mEvHu

Worth noting to newbies that these 9 models will continue to generate revenue as each car rolls off the production line. You just need to add the remaining 30 to this and you can see how quickly the revenue from royalties grows.

Also, do any of these models include chips featuring our software and produced via qualcomm or omnivision? I'd like paul to clarify that.

eh, you need to correct your fleet facts as 31,771 + 5000 = 36771. So they HAVE installed the backlog of 5,000 units and some extra on top, 222 to be specific...

As for technology, i'd infer they seem to be developing in house now? Though we could do with Paul confirming this is indeed the case...

"To support this momentum and maintain its leadership position, Seeing Machines has renewed focus on its technology roadmap and, following the successful fundraise in November 2021, will accelerate the development of new core software and systems features"

But yea, all in all, more waiting. Having said this, we're certainly starting to see some green shoots, it won't be long before RFQ's have to be finalised and by that time more models will be released with SEE tech.

Anyone know if the 30 models Paul eludes to include anything from Qualcomm?

Brilliant Sandy! Only a matter of time, Magna wouldn't have bouht at 11p otherwise, essentially wedging that boardroom door open with their wallet.

Nothing different this year except the H1 22 update WAS delayed, they originally posted a date earlier in Feb which was pushed back.

I'm frustrated by the SP action and lack of RNS pre results to atleast warrant the delay. But hey, I guess I'll just bide my time some more, still hoping for some great results. After all, SEE DMS tech is in demand and mandated in both the EU and US. So OEM's must all be clambering around for a DMS solution as we speak, let's see what tomorrow brings...

GLA

All this talk of shell, would be interesting if they added us to their existing telematics solutions, now that'd be huge!

https://www.shell.co.uk/business-customers/shell-fuel-card/shell-telematics/how-shell-telematics-works.html

It appears CAE are using both hand and eye tracking in their VR simulator applications

- Virtual coach Embedded objective assessment and real-time virtual coach powered by CAE Rise, based on:
Aircraft dynamics - Flight controls - ****pit switches - Eye tracking
- ****pit interface Infrared (IR) camera-based bare-handed tracking

We do body tracking as well asy eye tracking, could this be us? Who knows, but i remain hopefull..

https://www.cae.com/media/documents/Defence_Security/DM112-CAESprint_EN_Aug2021_v03.pdf

It's time for the Share Price to wake up to its true potential! Let's hope we get a sniff of what's to come in the upcoming results!

Profitability please!

Great post Sandy!

Both Patrick and Alexander are attending the Singapore Air show next week. So like s2020, i'm hoping we get some news on the aviation front.

CAE to exhibit training technology at the Singapore Air show.

https://www.linkedin.com/posts/cae-defence-%26-security_sgairshow2022-artificialintelligence-mulitdomainoperations-activity-6896491351567855617-Eg4I

What the heck is going on? Google is jumping all over the shop after hrs? Bit of a last minute skirmish?

Here's hoping, no doubt we'll get more info with results on Feb the 23rd.