Member Info for Escovido

'Given Valeo is the named BMW Tier-1 and Valeo’s DMS software is now Seeing Machines’, it’s highly unlikely that Tobii is the supplier on iX3. Unless BMW set up a separate interior-sensing track (no evidence yet), Tobii isn’t the one under the mirror'

This DW for Tobii is only with them as T1 so where another is named T1, it's not them.

Surely Valeo are the T1 in the i3? Tobii are making the leap to T1, as SEYE did and this suggests it will be in a small vol model.

Nor can I. The flash rate is variable which is a fairly recent SEE feature and, I believe, patent so I am pretty comfortable it's SEE.

Or whatever the Swedish equivalent of an RNS is.

Can you link the press release for the win with BMW?

Thanks. Interesting.

Just to add that, by renewal time, we will be cashflow + and loans will be much easier.

Can you explain what you mean re the interest rate changing Brockwl.

Clear as day Magna mirror just before it pans to sunroof.

Unlike you , Baxter, I still believe they will pull this off but this cheerleading just comes off as desperate.

Who, exactly, are you trying to convince because it comes across like you're trying to convince yourself?

They seem to work like seagulls, as a mob and I suspect it's when someone or other is accumulating. They are usually a good buy signal either way.

Shareholders like the CFO, who has sunk a great deal of his own money into purchasing shares, as have other directors but he's out in front. He's confident and so am I.

Convertible note not due till Oct 26 so minimum of 9 months cash generation which will be growing exponentially means it won't be a problem. Even if there's a shortfall a cash gen business would not have trouble getting financing.

Wow! Minimum volume guaranteed payments amount to 43 mill for FY 26! Then add 6.5k G3 units per q and further reductions in cash burn, plus any units over the minimum.

See Keith's post on Telegram for the full text.

A short snippet:

The core findings of this analysis are unequivocal. First, the company exceeded revenue

expectations, a beat made more significant by its composition; it was driven by the crucial

commencement of high-margin, guaranteed Automotive royalty payments, which serves to

de-risk a significant portion of future income streams. Second, the narrative on profitability is not

the minor miss on the adjusted EBITDA headline number, but the dramatic sequential

improvement in the second half of the fiscal year. This narrowing of losses confirms the efficacy

of disciplined cost controls and the materialisation of improving operational leverage as

high-margin revenues begin to scale. Third, underlying operational momentum is accelerating

across both the core Automotive and the resurgent Guardian Fleet business. This growth is

propelled by the powerful, non-discretionary regulatory tailwind of the European Union's General

Safety Regulation (GSR), which effectively mandates the company's technology. Fourth, the

strategic partnership with Mitsubishi has been validated, providing crucial balance sheet stability

while simultaneously opening tangible new avenues for substantial long-term growth beyond the

company's core transport verticals. Finally, and most critically, management has delivered on its

three primary objectives for the year. This successful execution lends significant credibility to its

most important forward-looking commitment: achieving a cash flow break-even run rate by the

end of the 2025 calendar year.

I'd have thought a Redeye employee should be able to read results but:

market was expecting 58m. Down on last year due to G3 launch probs and the poor 1st half in auto. Back on track now

Seeing Machines Limited (AIM: SEE) issued a FY2025 trading update on August 21, 2025, reporting expected revenue of US$62-63 million (compared to US$67.6 million in FY2024), exceeding market expectations of US$58 million

Could be though the market does not appear to think so. 60% down in the last month!

S 2030 is somewhat disillusioned. I can't blame him but, as pointed out, as we approach legislation we SHOULD see plenty of increase in sales and (please God) some more future pipeline. There is absolutely masses of material on the telegram group as everything gets pinned end or archived.

Search 'Seeing Machines Share Chat'.

Aug 21 last year.