Member Info for isb1974

Mikey this is from about 12 months ago and we are still waiting to hear how the six week trial went and of course to see a contract worth 18,000 vehicles - they were clearly banking on this one deal to get them the target of 6k a QTR which is why they have failed miserably QTR and QTR

also ahows they don't expect much else from the other 20+ trials that have been ongoing for nearly 2 years and the massive US fleet contract announced in Oct 25 for 1,100 untis, but apparently they have tens of thousands of vehicles

Been working with SEYE for years.. so SEE lose out again ,, not looking good

when will people start to question PM? again nothing since his last rhetoric - how long can he get away with this - still no new auto or fleet contacts this calender year

https://www.forvia.com/en/press/forvia-and-smart-eye-join-forces-groundbreaking-emotion-ai-demo-ces-2024

This drop makes me think they have struggled to get a finance deal and it's been leaked that they are going for an equity raise instead.

probably below 4p

Equity raise because they can't get a good long term deal in the current market

Share price hammered because PM said there would be no equity raise - back into the low 3's

announced at the same time as a Japenese OEM contract to try and hide it which means we get no benefit from another contract win

You do realise this is a forum for SEE (seeing machines) and not SEYE (smart eye)

who cares about SEYE and Tobii

neither come close to SEE currently

This will gee you up...

...yet another buying opportunity on its way

In the October 2018 Hansen Report, Seeing Machines’ Kevin Tanaka confirmed that camera-based driver monitoring systems were under evaluation by four of the five major Japanese OEMs and a third German automaker.

No wonder long term holders are disillusioned and don't believe anything SEE tell them

Let's just hope the collaboration project SEE announced in Nov last year wasn't Toyota who have now decided to use smart eye through their tier 1, which Colin has basically confirmed on LinkedIn this afternoon

PM has 4 weeks to announce a Japanese contract otherwise he has failed to hit yet another of his wonderful predictions

Based on what Oz?

care to give a figure on your substantial increase in the SP in 12 months? Will it be 6p, 8p, 10p, 15p, £1?

I think it's time to congratulate PM for the success he has delivered so far in 2026 with 0 new contracts in both auto and fleet. (waymo was an extension - not new)

yes in the year of the DMS (I think it's probably the third year of the DMS according to PM and Colin, but nevermind) and with legislation only 2 months away the level of new contracts has got to be called out as a huge success - well done PM

anyone know when the first inflecion point is going to be?

I think an announcement from yesterday stating a tier 1 linked with Toyota have selected a software using SEYE, which quite clearly could be a development from their earlier 2 wins you refer to from January, rather than just relating to those two wins from 5 months ago, is a little more robust than "I think most investors are expecting Toyota to dual or even triple source"

why would SEYE announce it in Jan and then green hills wait until nearly June to announce it. This is clearly an extension and holds more wait than what some random called escovido thinks about Toyota's apparent dual sourcing strategy

I doubt it - we are still waiting on all those awards he talked about in oct25

two significant fleet contracts in final stages of commercial agreement due by the end of 2025 - we had one for 1,100 units (hardly significant)

significant number of auto awards 50% before end of 2025 plus 50% in first 6 months of 2026 - 25% of which will be mirror location - we have had an extension for 15m and an award for 2028 for 1.5m in Nov/Dec25 and nothing since

known for not delivering to schedules is an understatement

and now we know this collaboration project isn't with Toyota it's not going to move the SP anyway as Honda and Nissan are small compared to Toyota

looks like the magna award last week is also just covering VW extending into the America's as there has been no RNS from SEE - surely if it was a global award for someone like Renault or stellantis then it would warrant a new RNS

as for Valeo and the Indian fleet award - probably doesn't include our tech otherwise again surely there would have been an RNS by now

Well it looks like SEYE have won 11m units globally with Toyota whilst SEE just keep talking about working with Japenese OEMs on LinkedIn

the next best is Honda with 4m vehicles globally. However even if SEE win Honda and Nissan the volume is still 3-4 million short of Toyota

So SEE aren't going to be market leaders in Japan.

Major blow to future revenue/ profit.

A double digit SP still looking years away...

The one I like is the all time chart which shows after 20 yrs plus SEE are a whopping 1.4% up!

Yep and PMG liked posts about coca cola which led the rampers to conclude we had won a stonking fleet deal for coke ...

Same period

smart eye up 14%

Tobii up 31%

Since Jan 1st SEE is down 20%

And what news flow are you expecting MrBB?

Both of your posts must be the worst of the month because you think you are so clever yet you are 100% wrong

Not only am I not StuT but after all these years of people saying how wonderful guardian is it's still not delivered more than 10,000 units in a year and after 3 expensive development attempts it's still not what the market wants as they are now changing direction on it again.

so most posters have been wrong on this as well.

Forgive for not getting excited about a few buses in northern Italy

5 months into the year and still no new contracts in fleet - wow!

Well given the fleet market is hundreds of thousands rather than millions we had better hope we get more than $9 each for fleet software because otherwise the profit will be f***:all even if it is a high percentage margin