Member Info for isb1974

Why in the next 3 months Maps - we have been waiting for most of those for years so why do you think they will all appear in the next 3 months.

I doubt they will

So how does this impact on the dev work that SEE were doing with Samsung that Ken posted about on linkedIn a few months back implying it was done. Not heard anything more about this so I assume its another red herring

Perhaps this is why we are going to see a significant improvement in the next KPIs

Good point Major - I took it that he was talking about the kpi's in general but it could be he was just talking about fleet kpi's which lets be honest a significant increase on last QTR is still barely f**k all

Sounds positive at last

Last QTR was 358k best is 405k

What do you think Paul sees as significant?

I would like to think it's not below 450k and hopefully well over 500k getting towards 1.5m by Feb26 kpi's as I'm sure MI suggested jan-mar26 figures would be circa 2m

... Big wow ... What about the hundreds of thousands of fleet vehicles being manufactured during 2026 in the EU rather than the US?

Who is making them compliant with the EU legislation?

At this point we should have fleet contracts coming out of our ears for this, where are they?

Yes

.....almost back to the levels we were two days ago before the 17% rise

Another week gone without any decent news - and don't try and tell me that circa £900k from a Waymo contract is decent news

Where are the 3-4 mirror contracts, where is the 100,000+ fleet contract we were the only ones on the RFQ for

A big rise on one day and everyone gets excited - it's like that's never happened before and every time it drops back down because we are still waiting for something decent

It's going back down because the contract is only worth circa £900k

It's absolutely nothing considering all the rhetoric about the 2bn market a few years ago - the IIs are expecting $100m contracts not $1.2m

Agree oldfool - SEEING go and post on the Tobii chat group if you think they have won BMW.

I'm probably blinkered but why would BMW move away from SEE unless there was an issue with the SEE tech. They have only just moved away from SEYE - why move again?

I think the keywords are 'pre-development'

Pre-development describes the phase of a capital project between the origination of the concept and the initiation of design.

SEYE are on the market, SEE aren't

You have more spin than PM, Barden, and Seeing20-20

Esc, so SEYE have a product on the market (doesn't matter whether it's auto or fleet) but SEE haven't, but SEYE are not first?

On what planet does that make sense?

Magna V2 is probably years away if Gen3 is anything to go by. But SEYE aren't first because SEE have talked about the development of it.

So the technology inferior SEYE have beaten SEE to the market with alcohol detection even though SEE are supposed to be working on it with Magna

Now don't get me wrong I'm sure the SEYE tech won't work, but the point is they are first to market and they will PR that big time I would have thought which will make people think they are the tech leaders.

All those developers we had and SEYE still beat them to something which I think will make people sit up and think - although fatigue is a bigger cause of road accidents, stopping drink driving will get more press than fatigue because people won't admit to being tired but will be very vocal about others who drink drive

Esc - do you not think even if new contracts are from 2027 it would give confidence to the II's that the market for DMS is growing and therefore new contracts are significantly important?

At the moment it just looks like the market is only being driven by legislation for the EU and that still isn't clear as KPIs haven't ramped to levels to satisfy that yet in both auto and fleet.

Also as KPIs do start increasing surely it would be better to have more contracts already signed up for the future as then it would increase the buyout price!

We need 3 things and fast otherwise this is going back below 2p;

I) clear progress to achieving cash breakeven by the revised date of the end of this year - pushing that back again will be a disaster for the SP

Ii) clear uptick in KPIs to the level they have stated 2m a quarter from 2026

Iii) a large pipeline of new contract wins for auto but particularly fleet as Gen3 has been a disaster so far

Trading update in august is key but dear god we had better release some decent news before then otherwise we will be back to 1.5p

6 months away from EuroNCAP and 12 months away from EU legislation and with SEYE scoring own goals with Hyundai I can't believe this is so flat - surely it should be booming - it doesn't make sense

Who cares about Tobii and SEYE - the only thing people should care about is "where the f**k are all these contract wins for SEE!"?

It's getting beyond a joke how many times PM can state a target and be wrong. No wonder the SP is on its knees because the market doesn't believe anything that they say anymore

No way are Mitsu paying 20p a share when it's currently at 2.4p - what a deluded fool safestocks is

SEE need to announce some major contracts combined with breakeven and significant growth in KPIs to get the SP to back to the highs of 12p then we can't start dreaming of 20p+ takeover bids

Don't worry we have a contract announcement coming tomorrow according to Seize

Also we will announce something soon with Mitsu because they have mentioned us several times in their investor relations day.

Magna may even make that exclusivity and investment deal worthwhile soon!

All good just another 12 months to wait before the next set of excuses.

One day rodders...

Is that similar to when Qualcomm used to mention Seeing Machines in their investor days?

Hope Mitsu leads to more business than Qualcomm has.

You are funny Seize - unfortunately there is more chance of winning the lottery on Saturday night then there is of getting a contract announcement next Wednesday

"some big news coming to have forced Ive to stop buying shares."

Is also a ridiculous comment. I'm sure Ive has just decided he has got enough already.