Member Info for Horzabora

Even if no deals announced this is a great platform for Gen 3 launch and clearly SEE being favoured by GEOTAB with no other players with a stand.

ETA!

Brock - really value your critical eye and this is an interesting observation. Could you possibly share your workings on the exact numbers though - I'm trawling through the financial reports and finding a few different figures that imply aftermarket recurring revenue. None of the ones in the reports divided by the number or connections and divided again by 12 are matching your figures. Thanks.

….and an awful day for the paid derampers of this company - CFP won’t be getting their pay at this rate and great to see buyers coming in not scared off by a slightly lower KPI figure than expected - obviously affected slightly by recent car workers strikes.

Next two quarter KPIs are only going to look better with all the new models coming into SoP.

Preying on possible insecurities of investors and their partners clearly a desperate measure CFP - sometimes you make me laugh at your desperation but today you made me feel nauseous and a little bit sorry for you.

Clearly the next six months are crucial with plenty of news due as isb and Baxter constantly point out.

Exciting Times Ahead indeed.

Https://www.linkedin.com/posts/windward-ltd-_redsea-manifest2024-supplychain-activity-7159908491854258176-WlCf?utm_source=share&utm_medium=member_ios

The chuckle brothers are back - always a good sign.

Isb being particularly optimistic for a change though - well pointed out that when all the items come through, we could be looking at a substantial rise.

Look forward to news out of Tokyo - failing that, just two weeks tomorrow we will have the revealing KPIs and half year update. Exciting Times Ahead!

Not certain that “years away” is a valid assumption.

On the U.S. regulation website it states the average time for ANPRM/NPRM to be open for comments is 49 days

It’s unclear how long between NPRM and the rule being law takes - I’ve asked the question of NHTSA contact but the ANPRM/NPRM process is definitely not years according to the US regulatory website.

Do you have any evidence to suggest it is actually “years away”?

TIA

Barnden assumes they are in the Valeo 360 product - the amount of likes from PMG on Valeo posts you would have to think we are in bed with them - either that or he’s after a job there….

https://www.linkedin.com/posts/colin-barnden-1081376_automakers-ncap-gsr-activity-7114577994353897472-zVfR?trk=public_profile

Clearly (sadly) found a new laptop since they chucked it in the fire :(

I predict even with a strong rise there will still be people on here moaning.

Even the most pessimistic moaners should admit that January has the potential to be Jubilant.

Happy New Year One and all - Exciting Times Ahead!

Not frustrated at all Tom - you are comparing Apples to Pears, picking select time scales (compare for example their four year charts if you wish), and not taking into account (from what I can tell) dilution.

I don’t think it has anything to do with PR, and the quiet horse usually wins the race anyhows.

There is probably not a lot management can do to speed up contract sign offs and I personally suspect the big deals are in the bag awaiting announcement when allowed.

Chillin in advance of 2024 is what I’m doing - Exciting Times Ahead :)

What we need here is some solid info from Buysellbuy - been quiet for months but always solid info…come on BSB - what’s a happening? :)

Surely leaving AIM now would be like selling SEE at 5.7? Why exit a market that is massively oversold, nearing the bottom? The market is still risk off and until the macro improves, they will be. When investment in small caps inevitably returns, SEE will be at the top of the list of many investors - as Baxter says quite rightly, Exciting Times Ahead! Last chance to get in here cheap IMO…

Looks like it’s basically making neural network computing more efficient. Less memory and power required to do DMS/OMS things….exciting times ahead!

I thought you’d thrown your phone in the fire?

£1 a share coming soon.

Now throw your phone in the fire along with your deramping laptop so we never hear of you again :)

Numpty - I am in hope that the little whacker has now been whacked by admin. Fingers crossed, but I think they have gone, so we can resume to normality here maybe? As I said, fingers crossed.

By the way, for newbies researching this company (and perhaps for the benefit of green blobs too) did you know that Seeing Machines have the most incredible people working for them? Take Professor Mike Lenne for example (Chief Science and Innovation Officer) Mike, being invested in human factors and safety research for the majority of his career, takes great pride in having a voice in such level of public policy:

Being co-author of EuroNCAPs Paper No.23-0286-O (EuroNCAPs current and future in-cabin Monitoring Systems Assessment) is quite frankly, amazing. So proud, and very exciting.

Google Mike Lenne….you will find his research and commitment to help “getting everyone home safe” is outstanding.

Fantastic news if you were anxious enough to think this would even make a difference, but the latest news (probably not reported by any green blobs) is that there has been great progress in strike action.

As predicted, looks like this will soon be over. Exciting times ahead!

Car workers strike not expanded as concession made https://www.bbc.co.uk/news/business-67036172

One of the main reasons why I think there are exciting times ahead is that DMS (who knows, maybe also OMS in the future) is driven by legislation - those well researched will know that some of SM senior engineers are actually directly involved in steering (no pun intended) this legislation.

But, I genuinely missed this RNS when I was summarising recently - possibly because it was a ‘REACH’ RNS.

Dated 7th June 2021: 21st Century Smart Cars Act would require DMS for all new US cars:

Introduced by Congresswoman Jan Schakowsky, a leading safety and consumer rights trailblazer, the legislation forms part of a larger automotive safety package, and would require a range of safety technologies become standard on all US passenger vehicles within four years, noting that they will be required to meet strong performance requirements. Specifically, the legislation calls for 'direct driver monitoring' indicating that a camera will likely be the primary requirement to determine driver engagement.

So, within four years of 2021! Exciting times ahead!

Couple that with the bipartisan infrastructure RNS of November 2021 and the IIHS RNS of Jan 2022

I’d say we are experiencing regulatory tailwinds!

Exciting times ahead? I think so, don’t you?

Wow - amazing milestone reached this weekend. Check out the front page of the website - 14 BILLION kilometres travelled officially with Seeing Machines tech!

Almost 17 MILLION distraction events detected! That is one serious amount of real life testing going on there.

How many lives saved?

I feel incredibly proud to be invested in this company.

How fast will we hit 15 billion? Exciting times ahead!