Member Info for Escovido

Rubbish ISB, he never said that.

Cash flow break even run rate expected by end CY. Cash positive CY26. Stop makng things up!

Sorry, wrong thread:

"You don’t know it’s Amazon"

Name another Co. with an existing DMS solution.

RE 1500% increase needed for next Q. I make it more like 1800% but the first (this) month has deals for 900% already so halfway there on 1 months sales.

"You don’t know it’s Amazon"

Name another Co. with an existing DMS solution.

RE 1500% increase needed for next Q. I make it more like 1800% but the first (this) month has deals for 900% already so halfway there on 1 months sales.

We don't know, as usual. Colin suggested that the recent development agreement might be Mazda, suggesting that their current offering may be in-house? The general feeling was skeptical about this with Toyota being considered a more likely candidate for the ADP.

https://www.linkedin.com/feed/update/urn:li:activity:7389256665503793153/

Simply Wall St is AI generated drivel.

No, that's Smarteye.

To Clarify - it's robotaxis co's profits that could be years away. Ours are but a few short months.

The fact this is an extension, with an existing client, into a new territory after a year says a LOT about the quality of the offering. More than any new business could.

To date, SEE have not been in any Chinese cars. Now they are in VW in WWide. We know it's VW as they use the Magna mirror. BMW don't.

OK PR. These things we know:

This is VW extending use of Magna mirror with SEE into China, as they have proof of functionality from launching in Europe a year ago.

It's for millions of units a year, as yet exact no unspecified.

No value is stated as it would be a simple matter to work out unit cast. Magna have not stated value and we can't say more than they do.

Presentations to date have stated that no China revenue has been included in figures stated to date, so much more jam to come.

hope that clarifies.

Thay have stated on may occasions that figures used to date do NOT include any £ from China. Check it.

Steve, I feel for you, I really do but you swallowed Tobii BS.

"This world-first solution has been a significant technical achievement and speaks to our shared commitment to safety innovation and to equipping automakers with the cost-effective, advanced solutions they need."

Been on the market a year already ;)

ISB, that hasn't gone up because they still state that it's 'representing an initial cumulative lifetime value of US$392 million'. The initial value cannot change. Plus, If they told you the new value it would be too easy to work out per unit P

"In discussion with the Board, subject to approval of this resolution by Shareholders, Mr McGlone, the Company’s

Managing Director, has agreed to combine 50% of the value of his FY2026 Short Term Incentive opportunity

(which would otherwise be payable in cash) with the value of his FY2026 Long Term Incentive opportunity (which

is payable in equity), in order for the Company to have available to it a greater proportion of its cash reserves for

expenditure on its operations and financing."

I read it as taking half of current cash bonus as shares, for the same reason.

Not a big deal at all. 6 years is pretty good going for a ned.

Doubt this is SEE. Colin has Mazda down as unknown at the moment and thinks the ADP might be for them but that's a while ahead yet.

https://www.linkedin.com/feed/update/urn:li:activity:7389256665503793153/

Probably because the RNS re VW included much potential for expansion.

Mike

1. "Seeing Machines announces major order for 1,300 Guardian units with Latin American distribution partner"

2. 600 is 10% of 6k, not 2.5%. Credibility shot there matey.

3. An 'Advanced Development Project' is not a simple collaboration.

I wonder if you are just looking for a good entry price or if you are actually stupid enough to short this?

Perhaps they do need SEE.