The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Ah, ok. Must have missed that! I was just looking for reasons behind the jump in SP
To satisfy General Safety Regulations (GSR) and Euro NCAP requirements, Smart Eye has announced a collaboration with Texas Instruments on next-generation automotive interior sensing.
Together, we deliver an innovative solution that enables automakers to offer safer and more engaging in-cabin experiences that enhance comfort, wellness, and entertainment for the driver and vehicle occupants.
We are especially excited to collaborate with TI to combine their new AM62A7-Q1 automotive qualified vision processor with our AI-based software – providing critical safety features for upcoming car models going into production in 2023 and 2024.
What if we are all wrong and this share never does anything ?
I remember seeing those TSP’s and thinking to myself that the board didn’t give PM much of a challenge with such low SP goals, and that the targets should have been considerably higher. Now however it feels like a LONG way away, and those TSP’s are in fact a real challenge.
Please don’t let us be in this position in 2026 as someone alluded to below!! I’ll either have lost my patience or lost the will to live!
Is it not concerning that some of our major shareholders have been selling consistently over the past few months?
Completely baffled as to why SEE are not mentioned in this article - what a real shame!
The days of expecting this to hit 40p at point of takeover seem very far away, if even that is ever achievable now. What do people think - could this still happen in 1-2 years? If a company was going to TO SEE, would they wait to do this once we break even ?
The current SP is well and truly depressing, but it's useful to remember that this is a good company with strong fundamentals, a competitive tech offering in a growing addressable marketplace - with massive opportunity for compounding growth as highlighted by PMG. Where else would you rather have your money right now? A low growth FTSE 100 dividend paying stock maybe, but let's see how the next 6-12 months pan out.....
We are in a much stronger position than we were 5 years ago, yet the price remains the same. My worry is that the price remains the same over the next 1-3 years...
How dismal - but who really knows what will happen in the future. I'm just sick of waiting. Is anybody on here on WallStBets? Presuming that there is no chatter about SEE..... ?
@STP: When the SP is 5.8p, it’s fair to say that 70p won’t be thrown about in those chats!!
I think that when SEE sell out at 67p, Terry is owed a pint from every one of us that reads his valuable insights on this bb !
https://www.redeye.se/research/890876/smart-eye?utm_source=report&utm_medium=email
Really thorough report about the investment case for SEYE which often mentions the competitive landscape.
To this day, I’ve never seen anything like this from Stifel about SEE!
KBW101 - Why are you still on here commenting if you sold all of your SEE shareholding "at the top" ?
Sounds like it’s just a load of hot air when the SP only goes in one direction …
With this SP going one way only, it seems it’s all just a lot of hot air anyway…
What is the general opinion of PI’s here if PMG doesn’t exercise his share option rights by June 2023 when they will expire ?
Is there a chance that auto and fleet legislation to make DMS the new safety standard may be pushed further back yet again?
Mindfulness over mindlessness….
Judging by the sombre mood on here today, I’m unsure if I should ask this. Does anyone know how to re-watch the investor presentation from PM please? I missed it earlier…
I admire the confidence of people thinking that there may be a queue to buy this. However, in the cold light of day, what is for sale;
1 A well known but very badly tarnished brand.
2 Some rapidly reducing cash which will DEFINITELY be quickly further reduced when the professional noses involved in the review/sale process get their noses in the trough.
3 Outstanding and as yet unquantified regulatory issues.
4 A management team considered by almost everybody to be hopelessly inadequate for the job.
5 A rapidly reducing and presumably totally demotivated sales force.
6 A newly created financial services division that will burn cash for at least 18-24 months.
7 A letting division that is losing landlords.
8 An expensive head office overhead.
9 Technology that has proved to be inadequate.
Good luck to those private investors piling in hoping to make a quick buck.
My view is that a “fair price” is probably about 5p a share, and that hardly any of the companies suggested as likely “Runners and riders” would touch this pile of poo with a long stick.