Member Info for isb1974

Seeing-2020?

Lewbo?

What positive spin can you put on this? I need something to cheer me up and make me laugh.

Well that's why this QTR and the next two sets of kpi's are going to be bad.

SEYE have stole GM super cruise of us - so much for being sticky

Two points here PM is keeping this quiet and when we had it why didn't PM ever announce it so blatantly as Martin has to help get the word out!

For god sake today just keeps getting worse for SEE

Don't forget Qualcomm that was the first one that was going to set the SP on fire over 5 years ago, then Magna, then Valeo and now Mitsu

You just can't believe a word they say anymore -whether it's kpi's, break even dates or contracts.

Even the legislation doesn't seem real - what are all the lorries, trucks and vans going to do to meet that legislation in July 2026

Either the legislation means nothing or Gen3 is losing out to some dashboard cam device selling for next to nothing which meats the requirements.

Has been replaced with please get back to my break even price so I can sell and get out

I doubt many believe is this company anymore and just want out

Stated next two kpi's will be similar to this one.

New contracts now pushed back between 6-12 months

Those contracts are for 2027 so everything done for EU leg in July 2026

The only slight positive is the potential increase in auto numbers this time next year in readiness for the legislation

So according to Colin 2024 was going to be the year of DMS - it wasn't

He then has been saying 2025 is going to be - it's not

It doesn't even look like 2026 or 2027 is going to be either

This is not going in every car - only ones sold in Europe - so instead of being a market worth billions it's a market worth circa a few million cars for Europe.

If I wasn't 30% down I'd sell and I will be if it ever creeps back to my break even

Ive must be a complete idiot for buying all those shares

And as for the London meeting - what a waste of time and money as there will be nothing to talk about other than more carrot dangling

This is an absolute sh*t show

What is the point of the town hall meeting?

To talk through this sh*t!

Chutz - people were saying that about Magna 3 years ago - in 12 months time you will be saying that about another collaboration when Mits has delivered nothing

Always jam tomorrow

I did say the KPIs would be crap and break even will be pushed back and surprise surprise

I will now predict no new major contracts by June with PM being wrong again with his last prediction

Needed the trading update to try and hide the disappointment

I thought PM said the weakness in the car industry shouldn't impact us that much due to the penetration rate of DMS.

Now he is using it as an excuse.

Is immediate sooner than imminent?

Actually it doesn't really matter as PMs imminent is about 3 years so the word immediate means nothing!

Still no contracts ....

The wait goes on ....

As always the SP is drifting down before the trading update so even if it is a good update the SP will just go back to where it was before, which is now the 4p mark.

I'm beginning to think even when they finally announce they have reached cash between the SP still won't go above 5p

Ive's probable exit price is 10-12p ie double his money. Perhaps he has a feeling that Magna will buy us for about 11p.

Doubling half a million isn't bad - doubling most PIs investment will be crap, especially for those who have been in for more than 10 years.

Seeing-2020 - see targets aren't worth anything - they never hit them.

It will be pushed back a QTR or two at the London presentation

But I bet we only get kpi's and trading update.

Kpi's will also probably be another of those volatile qtrs like last year

Wow! people defending a criminal by getting posts removed

Contracts and breakeven is coming…

How many times have we heard that over the last 2-3 years

If contracts don’t come by June then I’m completely confused as I don’t see how OEMs will be ready by July26.

Surely the current won contracts across all 3 (SEE, SEYE and Tobi) don’t cover all manufacturers for eu new car sales

Yes BMW, GM, VW seem pretty clear and on course but what about Honda, Toyota, Mercedes, Volvo, Fiat, even Ford (is Bluecruise really going to go into the bottom end Ford cars - I don’t think so - so who has won that business)

I assume SEYE have Hyundai and Nissan tied up?

Hi Seize,

Afraid not - you will either have to pay to get behind the times of paywall or go on the telegram group

Jan25 - Your new car knows when you touch your phone

Like I said I doubt this article will have any impact at all

We will just have to wait until PM delivers the contracts

The Times newspaper

Oct 2023 - Seeing Machines dashcam revenue is in the fast lane

Jan 2024 - Share tip - keep an eye on Seeing Machines

Mar 2024 - Driver and pilot safety rules could mean lift off for Seeing Machines

Dec 2024 - Mitsubishi takes 20% stake in developer of eye tracking software

Looks like someone at the Times bought into Seeing Machines and is trying to help the SP - unfortunately it's not worked for the last 15 months so I doubt any article now is going to help

Like for the last 2-3 years we need contracts and plenty of them - it's as simple as that - when are they going to deliver on all the blister and rhetoric?

Well PM said within the first 6 months of 2025 calendar year

1 month down, 5 to go....

Another collaboration with Mits to add to the long list of collaborations.

But where are the contracts? A dreadful start to 2025 with no extra news at CES and the SP dropping again.

Gen3 seems to be the same as all previous versions - hailed as the best thing since sliced bread but sells absolutely f*** all.

Still less than 5p this time next year anyone?

That is so spooky - I was just thinking the same - he hasn't posted since Dec 11th - however if you Google his name and the county he lives in the Google search results may give you your answer.

Exactly that, I don't care about Ive buying anymore or collaborations that they announce even if they put money into the business like Collins and Mitsubishi - they are one off investments and are therefore not moving the share price.

The market wants to see large contracts, over $100m each, from these collaborations. We have only really had one and that is VW from Magna, but then even Magna has gone relatively quiet after that.

The only way for the market and II's to take note is to announce contracts. In the next 6 months before announcing cash breakeven I would like to see at least one large contract from each of Magna, Collins, Valeo, Mitsubishi.

You can have hundreds of collaborations and they are pointless if they don't lead to worthwhile contracts i.e. Waymo, Geotab, Eroad, Shell, Mobileye, etc.. etc..

If we get to July without any significant contracts then something is not right given the EU leg will only be 12 months away at that point and ncap only 6 months. Plus it will be yet another failure for PM to predict anything correctly given what he said in the Proactive Interview.

Having said that the only collaboration I am still slightly intrigued by is Samsung given Ken's LinkedIn post in December. It would be good to announce a contract off the back of that collaboration, which I assume is still ongoing given Ken's post.