Member Info for Fonzey

I think that could easily be the case, January end.

But either way now the time frame is short and we will find out a lot in the next eight weeks I expect.

A snippet from Gemini ai that I asked about design wins, interesting to me anyway was the thought that probable wins in December will still most likely be Jan/Feb before announcing and break even the more likely significant announcement before Xmas.

3.2. Tier 1 Ecosystem and Partnership Leverage in the RFQ Cycle

The process of securing an RFQ Design Win is frequently managed through strategic Tier 1 partnerships. Seeing Machines collaborates closely with industry giants such as Magna, Valeo, Caterpillar, and Mitsubishi. These partners often act as the direct interface with the OEM, integrating the company’s underlying software and Intellectual Property (IP), like the FOVIO platform, into the vehicle's embedded systems.

The nature of this multi-party ecosystem introduces complexity into the public announcement timing. While a deal may be effectively "landed" and signed by the technical teams before the end of calendar 2025, the formal public announcement—which requires coordination between the OEM, the Tier 1 supplier, and Seeing Machines—may be subject to administrative delays that push the news into the early weeks of calendar year 2026. This dynamic suggests that intense contractual completion activity is occurring now, even if major announcements are held until the new year.

Evidence of strategic integration is reflected in the partnership with Mitsubishi Electric Mobility Corporation (MELMB). This collaboration includes joint development, alignment of feature roadmaps, and "joint pursuit" of opportunities, especially for automotive expansion in Japan and leveraging the Mitsubishi network in the Americas. These joint pursuit models increase the pipeline’s robustness and are specifically designed to convert existing RFQs into formal agreements.

Conclusion and Forward-Looking Investment Insights

6.1. Recalibration of Short-Term Expectations (Q4 CY2025)

In response to the user query, there is no specific numerical forecast for new automotive RFQ Design Wins expected before Christmas 2025. The company's strategic communications prioritize qualitative measures of pipeline strength and quantitative measures of production execution.

The analysis confirms that Q4 CY2025 is a period of peak intensity for RFQ finalization and internal contract completion, driven by the July 2026 GSR mandate. Given the complex, multi-party nature of Design Win announcements involving OEMs and Tier 1 partners, it is analytically probable that any major automotive RFQ landing concluded in December 2025 will be publicly announced in Q1 CY2026 (January or February).

The most tangible, quantifiable "landing" confirmed for the period before Christmas is the new commercial fleet order for 1,100 Guardian units expected to be delivered by December 2025. This fleet win demonstrates commercial execution and momentum in the high-margin Aftermarket segment.

6.2. Key Catalysts and Timeline for Design Win Momentum (H1 CY2026)

From an investment perspective, t

Great news, this confirmation should keep the momentum going on the share price direction.

Fonzey.

Analysts at Canaccord Genuity raised their target price on power products manufacturer Volex from 380.0p to 400.0p on Wednesday after the group's full-year trading update came in "strong and ahead of expectations"

Canaccord Genuity said Volex had seen "good demand" across structural growth markets including electric vehicle, complex industrial, and medical, which has driven share gains as supply chains improved through the year and boosted manufacturing output.

The Canadian bank stated reassuringly, new client wins and increased volume allocations had also allowed the group to "largely mitigate against a well-flagged normalisation of demand in consumer electronics" following the Covid-19 pandemic.

However, Canaccord thinks the most important piece of new information was that strong cash generation, in part due to some unwinding of strategic inventory, had driven "a significant deleveraging" of the group's balance sheet in H2.

"As a result, we think M&A may feature sooner rather than later once again to support the group's strategic growth ambitions. We have raised our forecasts to reflect the upgraded guidance for FY23E which subsequently lifts our outer year expectations. Adjusted EPS rises by 5%/3%/1% for FY23E/24E/25E, respectively," said Canaccord, which reiterated its 'buy' rating on the stock.
Sounds very encouraging.
Fonzey.

Up nearly 23% on the day, that's very irregular for this share these days! At least it's going in the right direction for once. :)

Unless cash up front is paid beforehand, why would Novacyt put themselves in an even more precarious position by getting no money back from the original contract! then allowing the govt to potentially renege on the deal or seek to renegotiate any new deal further down the line.
For me, there has to be cash flowing from the government to novacyt first before anything else. How much cash? Everything ideally but, no doubt that is unlikely particular if we want this to be cleared up in the next 12 months.
Fonzey.

Jeez! What the hell is going on in that company / boardroom? If the strategy was to remove Pi's and lower the share price, well they look like nailing it!! Surely, putting out the best worded RNs you can even though there is some very poor figures in there isn't too much to expect! The positives seem to be added as merely an aside!
The negative always seem to be much more visible than any positive. Difficult to gain any insight into the thinking of this company strategy apart from a very disdainful view of shareholders.
If they wanted to be honest before the AGM by showing this update now, they should never have pitched pay rises for the AGM in the first place! It seems duplicitous, lacks any goodwill or regard to shareholders who have watched their investment diminish rapidly over the last 12 months.
It's not rocket science that engaging with your support base, backers or customers improves sentiment, trust, mutual respect and a willingness to help each other when required, Agm's for instance? Is this all part of the long term plan for a cheap takeover, going private or is there a poor working relationship at boardroom that just stymies any progress going forward? I have no idea but thoroughly cheesed off with the lot of them. Frankly, they are an embarrassment. :(

So a week tomorrow all will be revealed and a Q&A to boot. Fingers crossed. :)

Seems to me Volume has dried up but, this time next week its the new tax year and I expect it to pick up from Pi's. Any new pi's checking rns's will see last few are Director buys and a competitor to boot ! can only speculate but that looks like a good risk to reward for me. Will be interesting to see if any more/currents funds that are holding think that too. :)
Fonzey

Sp in an uptrend looking for 200dma, Bio buying in, Directors buying, Tata pushing Q16 Q32 mygo, positive news update coming in April and British summertime & longer evenings too!! What a start to the weekend :) :)
Fonzey.

Great news :) positive lets not look for the negative in this! Maybe a few more Rns coming next week too. When the ceo of a company buys in I dont think it matters when the rns drops, last thing on a Friday or first thing. Fact is he has put his hat in the ring.
Fonzey.

Lets hope another Director buy or Bio then :)
Fonzey

Interesting that they drop the Rns once the market opened not after 7am. It definitely seems to helps the share price when it drops in trading hours! Are Nova releasing at strategic time to up the share price just that little more by creating some consternation (positive) or am i just imagining it. :)
Fonzey.

Can't see this not being addressed in the April update by DA, if we hear nothing before. Could be as high as 10% in another month.
Fonzey

Hi Larry,
Looks and reads to me as this is one joint project between ncyt and dhsc. The images of the labs inside fit out is identical and the language used in the article suggests the brief was drawn up by ncyt and dhsc together. Good news I think. Thanks for sharing.
Fonzey.

Thanks for that FB5555. Good to read .
Fonzey.

Yes, just been on to see what it all about and its vanished! Anyone care to sum up what has been published briefly!
Fonzey.

Just got back from work and turned my phone on (flat battery all afternoon) what a turnaround! I knew something was cooking with the bigger than normal buys this morning but was thinking maybe Hambro again but i imagine its more Biosynex after that TR1 this afternoon. Things are looking up finally. Lets hope for more meat on the bones soon. Nice to feel chirpy again after checking the board its been a while.
Fonzey.

Seems to reinforce the bottom might be in now! More 50k share buys and other sizes too. Onwards and upwards please!
Fonzey.

Yep, not the current norm is it? Since then multiple buys of between 16k &21k too.
Fonzey.