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I would suggest that should we win a decent amount via valeo or magna for mirror or other neat solution then some NRE may need to be covered but the mirror route likely means minimal and more magna than us for input. If the share price miraculously goes north on back of breakeven and new contrast then I am not against 30% dilution for aquisition - my pref would be tobii. Stripping headcount and duplicated roles could add wins, tech ip and on road sales at a profitable level. Lot of road to run to get there without hitting any major humps.
I'm keeping focused on that.
What is date of next KPIs, or financial update?
I'm sticking with SEE until break even as long as its within next 18 months.
We are not doing great but I think we have enough money for a while so do not expect any placing. However all hinges on sales, clearly PM has budgeted on increasing sales to offset the operating expenses, hence predicting profitability next financial year which starts in July, ( 2 months to end of this FY).
If revenue do not ramp up then there may be cause, but if the profitability is not kicked too far into the distance then they can take a bridging loan from a bank. Hopefully however these discussions will only be of academic exercise as PM surprises us, he has to be right sometimes .....even a broken clock and all that...
How can a placing be on the way? According to PM we don’t need to and we will be cash breakeven within 8 months. PM is never wrong and has never said anything that hasn’t happened …..
......based on
SP action,
Required volumes to breakeven as posted last week
And VW "Driver attention...." definition
is a placing on the way. (If not now then by Dec 24)
Just my best guess based on available evidence.
Very disappointing if so - time as always will tell - very happy to be wrong but cannot ignore the evidence.
2026 could still be blockbusters when the European ENCAP legislation lines up behind camera DMS and aviation enters production - holding for that.
We have no credible info on GEN3 progress after last year's razzmatazz so have to ignore for now.
60000 ounces of DMS gold cery good indeed. Spread the word, hodl for godl!
60 000 ounces / year ,first stage next two years . Gold near 2400 US Dollar . Brazilian Real down 7 % in April ! Looks cery good ! And the ore sorter in Q4 .
Joily
Can't see the trades. Are they delayed?
Proof is in the pudding
Just off the blower to safestocks and s2020, buying 100k blocks from the weak PIs today. 10x next year folks , step up.
Ooooooooo
What do we have here
If I had money, i'd go wild
Buy you furs, treat you like a queen
And in a chauffeured limousine
We'd look so fine
But I'm a shareholder of SEE
And my pockets are empty
Just a shareholder of SEE
And the price is just 4p......
Why can't you give us anything PMG....pmg
Not even a doorbell to ring....pmg
Why is there no aviation contract PMG....pmg
Or not even anything for G3....pmg
Trucking el......im boring myself here😂
PM is busy in the background making sure the contracts are getting to SOP. At least that what I have been proposed by someone on this BB. He is doing a great job.
move along nothing to see here, lets us all talk about the fact that SEYE raised some capital, over at our side of the fence everything is hunky-dory. Great buying opportunity nailed on to be £1 by end of the year. (PM said 70p, but you know how he is always understating the numbers so the actual price must be £1 at least).
No further contracts
Not in G3,aviation or automotive
That's what's (not) happening.
The further it falls the harder it will be to get back.
Lots of disillusioned shareholders who have missed waaay too many better opportunities 😮💨
market malaise, interest rate reduction likely pushed out. aim grottyness. cash burning currently, lack of news on more contracts. shareholders expectations not matched by share price action.
all out competitors in same boat. smarteye got a bounce based on money raise and some contact awards but way below historic highs. cipia/tobii similar.
some aspects - non off the competition likely to get built into flying in service aircraft anytime soon and type approval for aviation blue/red/black label ain't happening to any other company. if we ain't getting 300 aircraft our competition ain't even got to the long stay carpark. we are in checking que. later this year we are in security queue and then on way to departure lounge.
feel free to compare the kpi data we share actively vs tobii,cipia and smarteye.
there is not enough volume to meet 2026 requirements ts for all cars having camera. if we maintain 40% share then that's 4million per year and 1m per q.
not enough volume awarded for trucks for 2026. non of our competitors offer the data subscription add on.
non of our competitors sell into heavy duty mining.
pr could be better and auto procurement is ****e process.
delays around timescales leads to frustration with share price and management.
would i choose to invest in competitors vs see. no
others may differ and those bleating and moaning are free to sell and preserve capital and have had many months to do this and yet still here holding. cutting losses is investors 101 and those over exposed to a single share again.only have there own selves to be accou table to.
good luck all
It's like a slingshot. Right now it's being pulled back as tiiight as possible. Baxter knows what happens when the tension is released.
What is happening with this price action?
What a mess
I sold a little... at a loss of course. Thank me later because my patience is historically a great guide as I often pick the bottom when I sell. My gut wanted me to buy more.
What I can say is that this board has devolved into a pit. I miss the knowledge.
I'll check back in a month.
It just shows what a smug twat s2020 is that even a mildly critical post has to be removed. If he really thinks this is going to a £1 plus that that’s fine but don’t expect not to be called out for such pish
**** me you have 19 posts in the last month all moaning like a baby over your own investment decisions and you have one post removed and started two new subjects in one day based on your post getting removed.
get a life and grow up.
The telegram group say it’s another buying opportunity and all will come clear this year with B/E, new wins, fleet, kpi’s blah blah blah
And don’t forget it’s going into every VW off the production line according to our 3rd biggest ramper behind Colin and Safestocks.
The only way this would go into VW so quick is if they pushed Magna into a timed exclusivity of say three years and Magna would only do that if in return VW agreed they would roll it out across all models and trims. Suppose that could explain why we had to do an exclusivity with Magna, why Magna haven’t announced anymore wins and why they are already developing the next version to get around the exclusivity some how.
Seems the entire stock market wobbly today. But when FTSE down 2% we down 5%
What a bloody frustrating share.
How can a message that’s not abusive or offensive but sarcastic in tone be removed? I get on the Uber happy telegram cult you’d be “ fired” straight away but what does it take here before the penny drops that this investment ( and I use the term loosely) isn’t what we thought. If you look at any chart , monthly, 6 month, yearly , 2yearly etc the graph looks appalling. There’s no real bounces, no real up curves . Just a relentless drift down. And still we’re to believe McGlone and Ive are superstars and the company can do no wrong. If that’s the case why are we in freefall? If the next 2 sets of Kpi’s aren’t what we expect/think / hope for what do we cling onto then? Gen 3 actually being fitted into some trucks? The new office furniture being delivered? News of the company Christmas bbq plans? What will move this up cause it’s hard to see where the catalyst comes
FWIW s2030, I am convinced as far as the new Golf is concerned, which is a cracking bit of news. So is Colin. I do find it hard to believe we are suddenly in everything VW produce and fear a disappointment coming to those who do.
I also think that the Golf is good enough on it's own for us to fulfill projections of profit.
Well, what did I say.