Member Info for Whatif18

How much do they need to borrow to clear the loan.? If they receive advance payments in the next few weeks from new Contracts they may only need a small proportion from the banks. It would not be the first time they have negotiated such a deal.

BMW X5

https://www.youtube.com/watch?v=CHq5lCa-_5k

13:55

Pod below mirror 2 vertical LHS ( look more yellow) 4 Red LEDs RHS

Valeo !

I would have assumed that a Sales & Marketing Leader working for Seeing Machines would know that all new London Buses are going to need camera monitoring in 10 days time or even that all new buses in Europe and all the uk need a camera for driver monitoring in 10 days time. Why can the Sales & Marketing Leader not come up with anything better than will Australia follow?

I have got the loan to be sorted , CEO share vesting and end of FY2026 down for 30th June with GSR to commence 7th July. Busy 13days to come

Although I have not seen the LEDs the mirror is exactly the same as the Peaq

https://www.youtube.com/watch?v=M1j8BZHAKqk

07:35

Its Magna. At exactly 19:26 Two vertical Two Horizontal , normal place in mirror.

https://www.youtube.com/watch?v=Zj5KFwBc_nU

Looks like Tesla try to do software in house to avoid costs

And another - https://www.youtube.com/watch?v=XPPwZiSGa0A 6:42

Looking like Valeo

Interesting the camera is getting a mention

LEDs in mirror 2:30

https://www.youtube.com/watch?v=d3bkN8AhI7U

From Automotive News

BMW has moved forward the order launch for its all-electric i3 midsize sedan, citing strong customer interest ahead of the planned start later this year.

https://www.autonews.com/bmw/ane-bmw-i3-faster-launch-high-demand-0617/

Looks like Colin Barnden covered this on 21st May.

https://www.understandingdms.com/p/magna-awarded-dmsoms-program-with

19th May 2026

https://www.magna.com/stories/news-press-release/2026/magna-awarded-driver-and-occupant-monitoring-system-program-with-european-oem

Anyone seen anything else?

https://www.autonews.com/manufacturing/anc-magna-brief-occupant-monitoring/

Https://www.youtube.com/watch?v=GmIHnQOZlWU

17:53

Another Audi (A6 Allroad) with two LED LHS, one LED RHS in pod through Steering wheel

Just found this.

https://www.daimlertruck.com/en/newsroom/pressrelease/extended-assistance-systems-buses-from-daimler-buses-will-already-meet-the-following-requirements-from-q1-2026-the-new-general-safety-regulation-c-53205033

It still does not name names.

Until you have UK type approval all you have is a set of flashing LEDs. When you get approval you can sell the trucks. I assume that Daimler will have a clause that when a truck gets its final approval a contract will be issued.

Daimler Trucks UK Ltd have made 10 first revisions to their Vehicle approvals for GSR since the start of June. Could a truck RNS be coming soon?

I would assume that the Japanese Tier 1 supplier would be Mitsubishi. I would hope the Mitsubishi Group would install Seeing Machines.

We have already seen an “ A pillar” LED in a Honda Prelude. Valeo seem to prefer the “A Pillar” so I am thinking Honda / Valeo to follow.

I think the contracts are too small for Toyota, Nissan and Honda. I am thinking Mitsubishi, Subaru or Mazda with Honda and Nissan to follow shortly.

I cannot remember any other RNS with a paragraph containing anything like this:

The awards span single and dual camera architectures, including steering column-mounted and overhead console positions.

So they are not in the "A Pillar” and not in the mirror. That leaves the door open for more big contracts.

The good news is that two Japanese OEMs have decided to use SEE.

If Magna know they are going to get paid back perhaps they would want to purchase more shares before the price goes up !