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I've just dipped my toes in after seeing the gap up from this morning being filled, expecting this to rise now today and through the rest of the week as the news sinks in.
This is just my opinion so do your own research.

I've had my place confirmed so look forward to meeting you guys there and hopefully hearing the team talk us through the news that will be released between now and then.

I'm inclined to believe Seeing now has even greater confidence in news being released before the 6th November, otherwise they surely would have cancelled or at least moved the date to the new year.

If the news is a CAT-style licensing deal in Aviation as many expect, has anyone had any further thoughts on how PMs comments on the results webcast re 'Mutual Exclusivity' tally with Cenkos' comment "the company could be in a strong negotiating position in discussions with the two major simulator manufacturers for a license".

Could it be that L3 and CAE are/were in a bidding war for exclusivity? Of course SEE partnered with L3 back in Dec 18 "to deliver integrated eyetracking capabilities into their Full Flight Simulator (FFS). The first device with this functionality will be delivered to a major Australian airline in 2019."

https://www.investegate.co.uk/seeing-machines-ltd--see-/rns/collaboration-with-l3-to-deliver-eye-tracking/201812120700031775K/

This first device was widely believed to be for Qantas, however Qantas and L3 parted ways in March 19 after failing to come to an agreement.

https://www.airlineratings.com/news/qantas-pilot-academy-still-track-despite-loss-partner/

This may have been partly responsible for SEEs change in approach to Aviation, with a view to leveraging the company's IP via licensing rather than trying to stand up a whole new team. I agree with those who say that all the FFS manufacturers will need our tech, but for SEE it would be much easier and more lucrative in the short to medium term to sign 1 or 2 major global license deals and let the licensee(s) worry about sublicensing our IP.

Maybe SEE are tendering for one global license deal to cover all FFS types and applications. Or maybe they have split the market by Boeing/Airbus or even Passenger/Freight/Military.

One thing is for sure, we have plenty of news due over the coming weeks and months, including but hopefully not limited to:
Aviation
RFQs
DMS legislation
2 x Non-Exec appointments

All in my opinion so do your own research.

Did Paul M not mention exclusivity in relation to leveraging IP in one of his videos?

With Cenkos suggesting 2 deals, I'm trying to understand how this would work in practice for FFS. Could it be a case of exclusivity with a defined list of airlines for each of CAE and L3? Or do we think the potential deal has evolved from 1 FFS provider having exclusivity to 2 FFS providers having non-exclusive licenses?

Either way, it's only a matter of time before we find out the details of what could be a catalyst for a rerating of our share price.

Exciting times to be a holder!

Assuming the £650k yesterday was a sell, has anyone got a view on buys vs sells WTD?

They may have made a nice 50% profit but something tells me they will be kicking themselves for selling in a few weeks time. Hopefully they've decided to stick on a nice round 150,000,000 shares!

Really positive presentation by Paul McGlone and so much positive news to look forward to for shareholders.

For anyone who is new to Seeing Machines or considering the merits of investing at this level, below are a few of the highlights/things to look forward to:

1) No dilutive fundraising needed or planned in the 3 year management plan, by which point we will have reached sustainable profitability

2) Aviation licensing deal expected before the end of the year. Already in the very final stages of being signed-off. This and other potential licensing deals to leverage SEE's market leading IP will bring breakeven further forward

3) Momentum building in Fleet since Paul's restructuring. New deal with Caterpillar brings Forestry and more importantly Oil & Gas markets back to SEE.

4) Still actively involved in 3 RFQs with Auto OEMs including 2 new (almost certainly VW) and many more to come over the next year or 2

5) Further licensing deals in Aviation, Fleet and further Progress in Rail

6) 2 new Non-Exec directors to join and potential Director buying

I'm sure others will add more but the 12p broker target is now looking very achievable in the next 12-18 months IMO.

If you're new to Seeing Machines do some research and share your observations/questions on this very knowledgeable board.

I've added to my holding today and will continue to do so as and when funds are available. There's nothing on AIM that compares to the potential here in my opinion.

Good luck to all!

I agree with DR et al who have suggested co-ordinating questions to avoid politician-type responses.
However, the word "soon", used by PM in relation to release of Aviation news, seems to have been replaced by shareholders with the word "imminent". If, as expected (by me at least), the Aviation news is a major licensing deal, potentially for FFS, then we should expect the dotting of i's and crossing of t's to take months rather than weeks. Also there have been several references to the CAT deal but when you consider the value of individual FFS and the adapted SEE systems embedded within, alongside the projected pressure on airlines to train hundreds of thousands of new pilots over the next decade or so, the value of such an IP license could dwarf the CAT deal, especially if exclusivity is part of the deal. I would rather SEE took their time and negotiated the best possible deal for shareholders, rather than being pressured by shareholders into signing a deal as soon as possible.
Personally I'm looking forward to the revised forecasts for 19/20 and anything else will be a pleasant surprise.

"The grant has also enabled the company to relocate part of its Guardian Monitoring Centre workforce back to Australia, from Tucson, Arizona in the US where it now adopts a ‘follow-the-sun’ approach to provide 24/7 service around the world."

Not sure how Canberra wages compare to Arizona but this should negate the need for a night shift so must cut down on overall cost-to-serve and therefore improve profitability of the monitoring service going forwards.

https://carbuzz.com/news/bmw-s-inext-plans-suddenly-became-way-more-interesting

And then there’s the top tier i6. It will sport not one but two electric motors, one located at each axle. The front axle motor will provide 200 hp while the rear will have 335 hp for a grand total of over 500 ponies. Chances are it will have a 103-kWh battery pack and will hit 62 mph in less than three seconds. Total range is said to be about 350 miles, which is still less than the best Model X.

It’s still too early to have exact pricing, but the market indicates a starting figure of around $70,000 is about right and will likely exceed $100,000 for the fully-loaded version. The i6 is also likely to offer various new autonomous driving features to further entice prospective buyers.

Again, none of this information is official but given that the i6 will debut sometime in 2021, more precise details aren’t too far off.

As usual with Seeing Machines it's taking a while for this morning's superb update to really hit home.

I've just increased my long spreadbet on spreadex by 50% because I'm a bit short of cash for buying more physical shares but I'm confident we will be comfortably north of 10p before 2019 is over and possibly before the full results in September if expected Tender outcomes go our way.

I'm sure I'm not the only one going long!

Has anyone got a link to the website that tracks volume of shorts? Last time I checked it was a very low number but they must have been well and truly squeezed over the last month! Maybe a few new shorts have been opened but that's healthy for the SP as more positive news is released and they are forced to close out. Bring on the short squeeze!

FWIW technical indicators looking very positive, especially the Ichimoku Kinko Hyo if anyone is interested!

S2020 - can I join your #300 club, even if I plan to sell a few at 147p?

During his time as interim CEO, Paul McGlone has reset the Company's strategy to continue to build market share across the Automotive and Fleet divisions in the near term, ... '

My take, FWIW, is that Paul has recognised Auto and Fleet as being key to short to medium term growth and a recovery in the market's perception of SEE.

When you consider that leveraging IP was mentioned twice in the latest RNS and the Restructure appears to have been designed to facilitate this move whilst focussing on the key markets of Auto and Fleet, my feeling is that Paul will look to license our IP in Aviation and other less mature markets. This could bring in some sizable capital along the lines of the CAT deal, which should alleviate the need for any further fundraising and allow resources to be concentrated in the right places.

Just my view and how I interpreted the changes, but I'm open to alternative views.....

Been holding these for years and add as regularly as possible. I truly believe this is good news for SEE and signifies the start of the next step i.e. the execution phase.

I've added a few at 2.91p - no guarantees that there won't be more volatility over the next few weeks but this is massively undervalued now IMO.

I always believed there would be some delays with the end of June deadline for Tenders as I've been involved in several Tenders and they always miss deadlines. RFQ, PQQ, ITT all present opportunities for delays and the likes of Toyota and VAG will be considering far more than the initial launch models when making their decisions.

https://www.google.co.uk/amp/www.proactiveinvestors.co.uk/companies/amp/news/191556 Numis Securities said the disposal price was slightly above its own valuation of the AdIntel business. More pertinently, it regards the strategic rationale for the sale as �compelling�, as it enables the group to focus on its faster-growing, higher-margin technology-enabled consultancy practices while materially reducing debt. News that the previously flagged problems with the US divisions continued into the second half prompted the broker to cut its full-year profit before tax and earnings per share forecasts to �10.8mln and 9.7p respectively, from �12.0mln and 10.5p previously. Forecasts for fiscal 2018 were lowered to �10.2mln and 8.8p from �11.3mln and 9.4p previously, although obviously the sale of AdIntel � if it goes through � will have an impact on those numbers. Numis indicated that on a pro forma basis its 2018 profit before tax forecast would move to �7.0mln and its earnings per share estimate to 5.9p. �Although initially dilutive, in our view the disposal provides a platform for the group to generate sector-leading growth which can be supported by focussed investment,� Numis said, as it stuck with its �buy� recommendation and 145p target price.

Now the debt has been addressed, I would expect to see a decent dividend before too long as the remaining business is higher margin, therefore every contract win should contribute positively to the bottom line. Unlikely to make any overnight millionaires but should see some solid returns here with a little patience. Undervalued and Under the Radar IMO.

The1000 - do you have a source for this rumoured development? Tron have just announced a tie-up with the Chinese Netflix with 200m registered users, so this would be a big development, if true, that could quite quickly make 7DIG a target. However, I can't see anything to suggest this is happening.......

Just my personal view but from a charting perspective I would wait for a test and hold at c.5.5p before committing too much to this. If you're in for the long-term then it's less of a concern because this could multiply if/when they announce bottom-line profitability. I'm still just watching for now and it's looking increasingly likely that I'll get a chance to dip in at less than 5.75p. I could however be wrong and be forced to watch this climb towards 10p without a slice of the pie. Only time will tell!

This came onto my radar a couple of weeks ago, and it appears to have great potential. If the support at 5.5p was to be re-tested and hold, thus closing the gap that opened on the 19th June when the SP jumped up to over 7p, then it would be hard to ignore the opportunity on offer. It seems unlikely that a company with such great prospects, particularly since the addition of 24/7, will fall by 15%. However, this is AIM, there is very little liquidity in this share, and every previous gap I can see on the chart has closed. Regardless of charts and SP's, if 7DIG can translate growth and industry consolidation into bottom line profits, it will surely become a prime target for the likes of Spotify, Shazam and other industry heavyweights. Happy to stay on the sidelines for now but keeping a close eye on developments.

I dipped my toes in here with a small speculative buy at 7.4p on Thursday, only for the trading warning to arrive on Friday saying revenues were going to be behind expectations. It's disappointing that they left investors waiting for news for so long just to say they wont be getting close to forecasts for the year made by N+1 Singer, which management felt they were likely to exceed in Feb/March according to certain news articles. Yes the potential larger contracts are still in the pipeline, but we have very little guidance on when they are likely to be signed, and in fact the likelihood of them being signed at all. I certainly did not get the impression from the update that any of the "substantial potential new orders" are likely to be signed before the results are released in September, despite the term "advanced stage of discussion" being applied. Call it reading between the lines if you like but I see little reason to increase my investment in Transense at this time with the current valuation, as I believe it still factors in a certain amount of future growth. I don't want to sound overly negative about the company because their revenue growth is still quite impressive, the major issue is the projections made by the BoD at the time of the interim results. Always better to project pessimistically and beat expectations, rather than vice versa, and historically the 2nd half has been much weaker for TRT even with the overall growth in revenue. The issue now for TRT is whether the market will trust their future projections, especially if they continue to forecast what appear to be almost best-case-scenario figures. Just my opinion but in the absence of big news causing a wave of buying pressure, I can see the SP drifting south of 6p over the summer and possibly testing for support around 5p. I'm not going to bother selling my small number of shares at a loss now, as I believe that in the next 18-24 months anything under 10p will look like a bargain buy and I bought with the medium-term in mind, but I would be wary of the risk of buying now after the initial drop to lower your average, only to see the SP continue to drift downwards in the absence of any buying. Obviously this is just my opinion and I urge anyone interested in TRT to do their own research and draw their own conclusions. I would be interested to hear any other views. ATB!

Maturing Relationships What is also becoming apparent is that when CRM providers integrate, the full lead flow is not immediately 'switched on' but builds over time as the relationship develops and confidence in Synety's products grows. We are witnessing this profile of sales build-up across many of our integration partners and this pattern applies both in terms of number of leads received and, perhaps more importantly, the average size of opportunity we receive. I maintain my belief that SNTY will demand a market cap of £120 million by summer 2016 at the very latest, and if you cannot see enough reason in this and the previous two posts to hold your shares tightly for the foreseeable future, then IMO you deserve to miss out on the substantial profits to be made from holding at the current price, but I urge you all to DYOR, and draw your own conclusions!

Addressable Market Key CRM Partners Estimate of Seats in UK Estimate of Seats in US Bullhorn CRM US 6k 60k Salesforce.com US 0.3m 5m ACT! (Swiftpage) US 0.6m 3m Microsoft CRM US 0.25m 3m Sage CRM US 0.2m 1m GoldMine CRM CA 10k 0.8m NetSuite US 80k 0.8m

The key for me in the results, and what is stopping me from realising any profit despite the SP more than doubling from my average of c.153p, is in the addressable market section: Addressable Market As some of these CRM partners do not release their count of end users or 'seats' it's impossible to put a precise figure on this increase in addressable market, but the Board estimates it grew from around 10,000 to over 1.5 million during the year. There are ongoing conversations taking place with a number of additional CRM companies and so I expect to see the UK addressable market continue its expansion. In November, we reported obtaining our US telecommunications licence and that we were starting limited US activity, working with our established partners and running the service, as much as possible, with our existing infrastructure and staff in the UK. Following on from that announcement, I'm pleased to report that we already have a number of customers using CloudCall in the US and that we intend to open a sales office in Boston later this year. Whilst there are well documented risks associated with operational expansion of this nature, the Board firmly believes that in Synety's case many of these risks are mitigated, as this is not a 'cold push' into a new territory, but is as a direct result of 'pull' we have received from our existing integrated CRM Partners. Many of these partners are US based companies with home customer bases many times larger than their UK customer bases. Since all work on integration is already completed, launching in the US will immediately and substantially increase our addressable market.