Member Info for isb1974

Buying us for about 5p at this rate, if that!

3 weeks gone and this list is looking unlikely, except for the last one on the list of course.

No sooner do we steal it from SEYE we have it stolen from us.

I remember all the grief rampers on here gave SEYE shareholders about losing BMW to SEE - guess it's comeback and bit them on their arse.

The decline is clearly starting - losing existing contracts, not winning new ones whilst SEYE are and Magna not renewing the exclusivity.

Keep an eye out for Ive unloading, but remember if he does the rampers will say he just needs a new kitchen!

To be fair a lot of that has been caused by global economic issues around wars, energy prices, cost of living, car industry.

The business is clearly progressing and has partnerships with some corporations.

My only gripe is the over promise and under deliver - if they hadn't talked about all these rfq's, aviation RFQ, and fleet contracts in six figures I don't think I would be anywhere near as frustrated as I am.

Announce a whopping fleet contract and auto contract before Xmas along with a good set of kpi's in November and things may begin to change

Or they could just win and announce some more contracts in both auto and fleet like they have been implying for years now.

That should boost the SP!

Sounds like a lot have gone for cheap DMS compared to what Colin originally thought from his inch wide, mile deep analysis.

Where does this leave SEE then?

Going well so far.

Started Sept at 2.93 on the morning of the first and now two weeks in looking to end the week around 2.8

No RNS so far about anything significant just a bit of news, which didn't even warrant an RNS, which the rampers are trying to turn into a game changer. It may well be, but in what year?

Looking forward to the 25th Sept to see what the latest spin is.

Completely agree nav_mike and so far they haven't released any of that evidence

I can't believe its September and we have not had a decent auto or fleet contract all year - that is not helping the situation

Increasing trials from 6 to 20 or even 100 isn't what the market wants - what the hell has happended to those first 6 trials - they must have been on trial for over a year now

Why detail how long the trial is for Mitsu if you aren't going to follow it up with an update at some point after that period has ended - the coms are awful, just all dangling carrots

Cash breakeven won't even change the dial either to start with as it won't be for the full year. Cash breakeven needs to be sustained, not just oh we have done it for one or two months of the year.

This hasn't moved the dial either because there is no contract for it yet

Hopefully there will be a big fanfare soon about Magna gen2 which will include this new feature and a whopping 100m contract like the VW one, but with someone else other than VW or course, an OEM new to SEE

But I'm not holding my breath ..

Don't think you will see 6000 Gen3 in the kpi's until qtr4 calendar year ie early Feb. I think they have said 6000 by year end.

I would hope auto has a 6 in front of it in November and then getting close to 1m for qtr4 calendar year as I think they have said 2m in qtr 1 (jan-mar26)

We had better hope so otherwise that will be a large chunk of business lost if BMW has moved to someone else

Https://www.linkedin.com/posts/colin-barnden_oem-driver-monitoring-activity-7368930802396528640-0O8H?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAAOjaNkBtNof8ZQOwDuarZE8RpCu_cy6vAM&utm_campaign=copy_link

Is that what Colin is implying by his linkedin post today?

Maps you have been talking about imminent contracts now for months!

I hope PM doesn't let you down during spectacular September and make you look a fool again

...off to a flyer

Can I add a multi million pound contract with FedEx that some clown ramper on here predicted about 15 years ago?

Actually make that two because no doubt that coca cola one will land as well that the same ramper thought was a banker because of PM linkedin likes.

I see Colin has just predicted SEE will have a 55-60% market share next year of 13m EU registered cars

He has not specifically stated SEE but we all know that's who he means.

Ties up with Ive's 2m a QTR KPIs

So if the market is supposedly forward looking why is the SP at 3p?

What news do we expect to land in September?

None of any significance

I feel your pain Baxter - similar to me

I was naive to believe what the company was saying (pre and post PM)

And like you say you then start believing it idiots like safestocks and so called experts on LinkedIn with inch wide, mile deep knowledge.

There was even someone back in 2014 claiming a win with FedEx because they were using the same wording on their website as SEE were using - anyone remember which ramper that was?

Remember all those inflection points the company talked about, the 2bn market for DMS, I even remember about 8 years ago them saying they were working with all 5 major Japanese OEMs who were trialling their DMS - how many of those have we won?

They lie as much as politicians!

Let's see if they deliver cash breakeven and some contracts from these 20 trials and a QTR kpi with 2m cars.

How many times has spectacular September been rolled out ?

Must be the 7th year at least because it started before COVID!