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I have shareholder fatigue with this company now. After 10 plus long years, now is the time when things were to be happening. I’ve lived through repeated expectations of "the inflection point is just ahead." Yet here we are. Days before the mandated requirements come into play in Europe and the SP is lower than years ago when it was almost 3 x its current price - when the business was objectively much less mature. I know there have been global events and cost of living crisis which have changed the way people invest (eg from growth to income stocks etc) but if ever there has or will be a time for this SP to be re-rated, it’s in the next 6 months. GLA.

It’s not the debt. It’s the uncertainty surrounding it and how it will be dealt with that’s holding the SP back. Right now, with no news (esp. when we were told that it would be announced in June) there remains the concern that dilution or an equity raise is needed. This is what is holding the SP back. (IMHO)

Today I had hoped for an RNS at 7:08 rather than a DMS on a video at 7:08. Do this company never learn that setting expectations - when they can’t guarantee that they’ll be met - just further loses PI / II confidence ?

As if Magna would just “write off” $60m debt

….and the “buyer” bought 16 shares!

Large bid offer spread

…we surely must be guaranteed news !

Last year they were announced on 5th August so around then would be expected.( Yes, 1.8m-2m units are anticipated.) It’s a really important update for us - it’ll hopefully show that we’re a scaling business now with continued acceleration in royalties and production. If so, it’s when a lot of the chatter about 15p SP and buyout etc become realistic rather than fanciful!

Just wondering when this news about the CLN will be announced - it was meant to be early June. As always, keeping shareholders in suspense until 11th hour !

Do we anticipate a robotics contract this year? Possibly with Tesla ? I don’t really understand the robotics market tbh so therefore also don’t really understand the pipeline potential!

Exciting times ahead, Jimmy. I agree. I just topped up a little more today. The markets seems to have remained disconnected from the fundamentals but eventually over the coming months you’d expect a massive rerate to happen. I hope to be exposed to this a little more before that happens!

Same price as Jan 2026 then…

Brilliant news this morning considering Japan has been one of the hardest markets to crack. Good to see them win new business whilst also seeing previous wins scaling. Is the consensus that Q4 will likely show our production volumes in the region of 1.3-1.5m ?

stellantis and qualcomm expand partnership to adopt snapdragon digital chassis driver assistance, ****pit and connectivity platforms across next-generation vehicle architectures

https://www.qualcomm.com/news/releases/2026/05/stellantis-and-qualcomm-expand-partnership-to-adopt----snapdrago?mkt_tok=mzg1lvrxuy04mdmaaagh6apcqazum4o9ktl2vej2h0unbzszeoz2vbkxsto4-ktpz70acze7xxud3wilckyetc7yrrxvu6t3qa2xrybqdxynlkgqxvtewfdqcfqhwpdok7o

Bit of 2 way trade-but no indication whatsoever of anything other than small investor activity and not one single institutional size trade.

Until SEE commands some additional Institutional size buyers, the price is probably likely to continue to see-saw in a reasonably small 3.75-4.75 range-with major world events having at least as big an influence as the company’s own achievements (or failures).

Https://www.redeye.se/research/1158844/smart-eye-kicking-tyres-across-six-dealerships?utm_source=note&utm_medium=email&notificationId=4142ea76-fade-464a-b7e9-7386a796e8c6

When did Mobileye become a legit competitor with SEE? How did they manage to suddenly develop tech more competitive than ours in such a short space of time?

What’s happening next week?

What is the news about the Magna loan ?

Nice article, but I didn’t invest over a decade ago to get 7p in 12-28 months. The next 6 months are make or break time.

Simple question.

1. By now these contracts (for Auto + Fleet) must have been issued. Who is winning them if not SEE (or SEYE ?) Are the T-1's not including us in their stacks ? If not, why not? Is our product too difficult to integrate into these stacks ? Or too expensive ? I know that wins can be hidden behind the T1's but we would still be accounting for the wins in our projections. Has the technology been democratised now so that there are many competitors or companies making it in-house ? The regulatory tailwinds clearly haven't translated into orders / shareholder value as expected.

2. Is there a chance we won't reach break even before October '26 ? If we don't, this puts us in a very weak position to refinance / raise equity at a decent valuation to repay this Magna CN ? If this happens, would it be a possibility that Magna tries to buy us at a VERY reduced rate (and dilute significantly all shareholders)? Would there be a chance that we could go bankrupt ?

Thanks :)