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Https://www.youtube.com/watch?v=wGlTZrZ1d8k
https://www.youtube.com/watch?v=8JjYg1I4bp4
I believe more will follow
Well, you doubtless saw the discussion started by Aaron and my view that we hit 3m by the end of this calendar year. I think Colin Barnden is playing it safe as doesn't want to give away his special sauce for free.
What disappoints me is the knockers on here refusing to put forward any figures/research. Some of you, not all, are better than that.
Buick unveiled the Enclave three-row SUV, which is set to start deliveries later this summer as a 2025 model. The third-generation Enclave adopts the new design language previewed by the Wildcat EV concept and will feature a new four-cylinder turbo engine. Larger inside and out, the all-new Enclave features an upgraded technology package, including the hands-free Super Cruise driver assistance package.
https://www.autoevolution.com/news/all-new-2025-buick-enclave-makes-debut-with-new-turbo-engine-hands-free-super-cruise-adas-232103.html
Ah Sandy....me old mateđ¤
Lets not go into it but apples and pears, MI etc are on a different trajectory than most shareholders here....a lot of PI's have built up their holding over 10-20 years and over leveraged themselves as they considered the opportunity compelling. Im not saying MI wont care about his money but his investment is equal to 1-2 years salary whereas many pi's have a substancial proportion of their 30 year pension and savings here...so you can see the difference.
Anyway, did anyone see the question about stockpedias Paul Scott in the QAđ¤ˇââď¸
Paul or Martin have asked to be interviewed by Mr Scott when he has timeđ
So what are they going to tell him in an interview that was not readily available in the IM presentation, i know what I would be telling him....fro!
Up your performance and do your talking to the market, this is not a game of snakes and ladders, do your job or move on and stop taking the big bucks under false pretences.
Where's this telegram group when you need them.....they must have been infiltrated at an early stage to have this much volte face...wakey wakeyâââ
New content on LinkedIn plus on their website, looking promising.
Magna's Driver Monitoring System goes beyond simple alertsâit's like having a co-pilot that truly understands you. By tracking eye and head position, monitoring driver attention, and assessing fatigue levels, the DMS technology not only detects risky behaviors but actively intervenes when danger seems imminent. Learn more: https://bit.ly/3xunl6n #DriverMonitoringSystem #RoadSafety #Innovation #VehicleTechnology #SmartCars #FutureOfDriving #ADAS #TechTrends #MagnaInnovation #JustDrive
Dear Cold Fish Pie,
âWell, do ya Punk?â
Regarding your comment referencing Mr Martin Ive's ability to work numbers... have a look at how much of his own cash the man has invested in Seeing Machines.
Unlike Dirty Harry, Martin Ive's 'Magnum 44' fires hard cash. So, â...I know what you're thinking. Did he fire six shots or only five? ...You've got to ask yourself one question. Do I feel lucky? Well, do ya Punk?â
Will you go away forever if he does...?
This is also a company with a ÂŁ50m annual overhead.
Do you really believe that Martin Ive is going to get that overhead down enough to break even this year?
Well do you punkđ
â
To be fair, they are always around when there is fear mongering to be had.
And to be fair, these are fear mongering times. If only you could find an AIM share that is showing growth potential at a time when confidence in AIM shares is at an all time low. Hmmmmm.
This is not a mining company.
This is not a company looking for a biological breakthrough.
This is a company with a product.
A product that is getting installed into everyday use.
This is a company with regulatory tailwinds and exemplary technology.
As Baxter would sayâŚ..
âŚ..Exciting Times Ahead :)
Bout time we announced something SA ?
https://www.linkedin.com/posts/seeing-machines-latam_visionariosdelsafety-safety-seguridadvial-activity-7183456141165613056-Nh4_?utm_source=share&utm_medium=member_ios
Here come the fear spreaders.
At end of last quarter ending Dec 31 so that would be under 500 k additions in the 2 quarters to end June. Would be very underwhelming but no surprise given the inability to surprise on the upside which has been prevalent here for years
I would say itâs 99% certain breakeven will be pushed back - they never hit any timescales
2 million by End of June will actually be rather poor. We are already over 1.5m, which only suggests less than another 0.5 million, showing quite poor growth.
I thought the next 2 KPIs were supposed to be awesome given BMW and VW are joining the party. If that's the case it will be another Auto revenue miss, and breakeven pushed back further.
read bottom line, must be see
our photographers got the rare chance to snap the ****pit of this prototype, revealing an intriguing detail. the dashboard adopts a familiar layout, with the instrument panel and the infotainment screen blending into one display surface. this seems to be the new industry trend, with bmw neue klasse models featuring a similar design. the c-class sedan's center screen also features a camera sensor, likely for the driver monitoring system
https://www.autoevolution.com/news/2026-mercedes-benz-c-class-ev-prototype-spied-inside-and-out-shows-intriguing-details-232080.html
Are we involved in any of this ?
Colin Barnden appears to have confirmed he expects SEE to have 2m cars on the road (COR) by end of June. "We can watch videos of the new Ford, GM and Stellantis models on YouTube and see for ourselves how this plays out. Re: production, let's see who gets to 2M first and go from there. Probably achieved this quarter, to be in the August KPIs, and May KPIs likely to give some big clues to progress in Jan-Mar quarter."
I think 3m COR looks very achievable by the end of this calendar year. All looking good for take-off. Just need those RNSs to come in this quarter. Can't be long now.
Another source.
Car manufacturers such as BMW, General Motors, Volkswagen, and Mercedes-Benz currently utilize Qualcommâs Ride chip, and with the addition of Toyota and Hongqi, Qualcomm strengthens its position in the autonomous driving chip market.
https://kr-asia.com/qualcomm-lands-autonomous-driving-projects-with-toyota-and-faws-hongqi
Toyota reportedly to use Huawei's assisted driving solution in its global models
https://cnevpost.com/2024/04/07/toyota-to-use-huawei-assisted-driving-in-global-models-report/#:~:text=Toyota%27s%20global%20models%20will%20use%20a%20solution%20jointly,report%20today%2C%20citing%20people%20familiar%20with%20the%20matter.
Not sure why it posted before I was finished:
But I don't think it matters either way for SEE, we need to win our share of contracts and get them to SOP. We need to take advantage of first mover advantage on Guardian and aviation.
If we do all those and reach profitability then I think it can definitely be a 10 bagger from here. Hopefully they're pulling out all the stops to succeed in all divisions!
EVs will be the future but they need the range & the infrastructure. Be interesting when the accident repair centres start getting them in numbers as donât seem to be the mechanics in numbers to handle them from speaking to garage owners I know.
2030 will become 2040 then 2050 Iam sure as oems will build to supply unless legislation changes things.
More interesting that as EVs started to push on the electric went through the roof.
I think EVs are the future, they are so much more efficient and I personally think they're better to drive and more convenient.
I understand they don't suit everyone right now depending on how many miles you do but over the next few years the uptake will increase as prices fall and ranges/charging improves.
Please don't listen to that Macmaster guy, he's all about getting clicks and engagement. He makes money from saying how bad EVs are while he drives around in his EV! If it was so bad he would have just sold it!
But I don't think it matters either way for SEE, we need to win our share of contracts and get them to SOP. We need to take advantage of first mov
The soul destroying thing about being invested here - over 10 years now - is still not knowing where & when our tech is being implemented. A case in point is Colin's comments about Ford, I thought we were exclusive there yet apparently smarteye have a slice of that cake too. The question always seems to be, after all these years, where is our tech going and how quickly is it going to get there.
I keep checking utube. I'm seeing plenty of BMWs etc that appear to have what I believe is our DMS. Yet despite us going in to new VW electric models, any trace of our tech seems to be as elusive as rocking horse ****.
I'm also wondering how many of these electric models will be built, that our tech is supposedly going to be present in. Is this electric car tech really the future? Does anyone watch the Macmaster on utube? I don't want an electric car personally. Can't afford one anyway, this **** investment has seen to that.
And don't get me started on aviation!
As the #automotive DMS market moves rapidly to volume production, YouTube becomes an excellent resource to bypass #NDAs, since we can see what is happening with our own eyes. Shown below is the 2025 Lincoln Motor Company #Aviator, sister of the Ford Motor Company #Explorer, with DMS on the steering column. Superimposed onto the image is the latest Gen2 DMS camera from Magna International. It is a perfect match. Look carefully and we can just make out the camera as well as the illuminators.
When Magna bought Veoneer, it created a DMS center-of-excellence that was mostly overlooked at the time. Clearly there are two DMS design teams active within Magna: the Magna team doing the rear-view mirror, and the Veoneer team still working on the steering column. There is also an interior camera, probably designed by Veoneer, meaning that Magna has all bases covered for #RFQs, with a single optical path solution for #interiorsensing, dual optical path for DMS/CMS, along with an alcohol detection sensor for future #impaired (drunk) driving legislation. The DMS tier-1 base is now rapidly consolidating around Aptiv, Magna, and Valeo in most regions, and the technological barriers to entry are becoming ever higher.
In December 2022, Smart Eyeâs broker boasted of "up to 53 design winsâ as victory at Ford. Research suggested the win was probably with Bosch as tier-1, likely based on Qualcomm #Snapdragon #Ride and certainly replaced the Veoneer/Seeing Machines DMS win for #BlueCruise in the F-150 and #MachE. But, as the image shows, we can see for ourselves that Magna clearly won the 2025 Explorer/ Aviator.
It is unknown if Ford subsequently decided to dual-source DMS using both Bosch and Magna, or if Ford has now entirely dropped Bosch and reverted to Magna. But we can review videos on YouTube as new models are released in 2024 and 2025 to find clues. However this is perfect lesson of the importance of counting delivery not âdesign wins.â Delivery comes with a license fee, but âdesign winsâ can (and do) change, which is why this is such a poor metric to measure supplier leadership.
As #IIHS has shown, Ford had the highest performing DMS on the market with the Veoneer/Seeing Machines DMS in the Mach-E. That accolade likely stays with Ford but probably moves to the Explorer/ Aviator. The active #NTSB investigation into a fatal collision of a Mach-E operating on BlueCruise may also focus minds not only at the very top of Ford, but at other U.S. OEMs too, of the imperative of using high performance DMS in partial and conditional automation systems. The pace of technological development for DMS is breath taking; so too the rise in awareness of the role of DMS by regulatory and safety agencies. https://www.linkedin.com/posts/colin-barnden-1081376_automotive-ndas-aviator-activity-7183044727569580034-_-Li/?utm_source=share&utm_medium=member_android