Member Info for Escovido

Great stuff Seize!

It's a paid subscription but someone on Telegram has access.

Given the consistent and accelerating ramp of Automotive OEM royalty units

over the last few years as we approach 100% fitment in Europe in six days from today and the associated cash flows to follow, we had openly suspected that it would have re-financing options available to it. This includes bank debt, specialist lenders, strategic entities and amended terms from Magna, its close partner and the noteholder of the existing convertible loan.

While we will have to wait for the terms, it's encouraging to hear that it appears to have multiple options available to it.

Many investors we have spoken to have labelled Seeing Machines shares as uninvestible until this is completed. Many will likely await completion, but given

the early indications, we think investors should take advantage ahead of what

we believe will be a likely positive refinance outcome

Yes, another trader. To be expected I guess with the range-bound SP. I do wish they wouldn't make stuff up to support thoer positions.

Rubbish. They have stated it will be completed without dilution.

I think you'll find we are the only DMS in Ford. NHTSA stuff is all over. look it up.

Where to begin? Let's go with; We are already in Ford & GM and USA has committed to having impairment detection mandated from as early as 2027.

We think they dual source for different models.

Who are you and what have you done with the real ISB?

It's been noted that there has not been a proactive interview on these news items. More to come soon?

Once again it dropped like a stone after SIB ramped the F out of it on here. I think he must be a trader and pops on here to try to pump before selling.

China. That could be important. The fastest growing suppliers are there.

As this is basically an upgrade to the Magna Mirror, which includes our OMS along with the current DMS, it means extra cash and soon. This all feeds into the financing of the convertible loan. Invoice factoring becoming much easier.

I've often thought about this. It's not like they are installing some physical product - if it was SEE cupcakes in the Magna mirror they would have to get orders to us in good time so we could order sugar. flour etc. This is software. Once it's done, it's just a matter of copying it and paying the license so maybe Magna doesn't need to order from us till the very last minute.

More to come from Japan. Watch.

That's actually what's been missing here Steve, the road ahead. We are currently making around 70% of the DMS that is being fitted. We are incumbent in a lot of suppliers but future certainty of continuing orders was lacking. This goes a good way to addressing that as we have seen from past announcements that SEE give us only the basic, guaranteed income figure, not the speculative, expanded figures that SEYE tend to use. We will likely earn multiples of 11m USD from this contract alone.

Sure as eggs is eggs, the ones beginning with 'T' are down 14.10%

I think he gets lonely as there's nobody on the tobii BB. Tobii invariably crashes after he ramps them here anyway. Just over 1 million cars now so decidedly 3rd place runner.

Of a randomly ordered list. By any real metric SEE are way ahead of all the others.

" Toyota who have now decided to use smart eye through their tier 1,"

Rubbish. Toyota own 25% of Aisin. It's not theirs. They source from other tier 1's all the time.

Once again, Toyota will double, triple or even quadruple source their DMS and I'm confident Seeing Machines will supply a decent chunk.