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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 :)

A few personal observations having watched the interview:

1 You would have thought that the usually quite obsequious interviewer may have asked management rather more searching questions like;

How do you feel about the savage negative reaction of the markets to today’s trading update?

If cars sold post July have to have SEE type technology installed-surely cars being produced today ( which then need to be shipped, delivered to dealers, sold etc) must already incorporate the equipment. If so, how can you explain the failure to report on the outcome (50% promised pre Christmas!) of numerous RFQ’s.

Presumably, sales of our technology to major clients, are at reasonably tight margins. How will factoring debts, referred to by Ives, impact profitability.

Were recently appointed UK brokers brought on-board to assist with a possible major placing to pay off Magna? If not, why?

I’ve held this share for many years and wish that I’d never heard of it.

Please would you paste the link to the Stifel Safestocks note from this morning ? Thanks.

So the same price as it was about 12 years ago then.

So you think they may upgrade us to 30p ish ?

Yes, I really can’t bear the thought of another SP collapse on no news…..I’ve seen 1p twice, I definitely don’t want to see it again. The opportunity cost of being invested in this share for so long has been huge. I thought this was the year!

Well, as a person who bought most of my holding at 11p some few years ago, I agree with these general sentiments-particularly having just listened to the CEO’s very clear and encouraging statement about the company’s finances. However, what one has to remember is that there are BILLIONS of SEE shares and at the current price, the market already values the business at circa £275m (excluding any adjustments for cash/debt etc). For a business yet to make a penny profit(hopefully about to change) in a sector experiencing headwinds, perhaps it’s not totally astonishing.

A share price of 20p (much as I would be cheering from the roof tops), would imply a value well north of a billion pounds.

Frankly that’s currently (sadly) pretty unrealistic.

Ok. Apologies !

If the stock price performs like this whilst the management and staff continue to sit on a beach-one is tempted to suggest that they all stay there!

6p today guys?

There are either some high net worth individuals buying into this stock-or (finally) a bit of institutional interest at these levels-which is encouraging.

Let’s hope not - and that it’s just an enthusiastic II with FOMO

Finally, appears to be some institutional buyers of the stock!

If you’re happy with the situation , congrats big man. Have a Merry Christmas. Hopefully Paul and his team will also do so from the beaches of Bali when everyone else is working….