Member Info for isb1974

Marketing is not the issue - the issue is PM with his over promise and under deliver strategy.

The market wouldn’t be looking elsewhere if PM had delivered the things he has spouted out of his mouth.

Because he hasn’t delivered no one believes him now when he comes out with timescales for breakeven or market cap projections by the end of 2024.

If he was a premier league manager he would have been sacked by now!

I would say it’s 99% certain breakeven will be pushed back - they never hit any timescales

Coiled spring 🤣

Glad to see the rampers have jumped at my challenge and have upped their game.

Good old safestocks this time predicting a ten bagger and some contracts within the next 3 months …. I could have sworn he has said something like that every year for the past 5 years. I suppose one day one of his contract predictions will come true.

And then like always good old seeing-2020 is the first to post it on here very soon after it’s published … how does he do it ? its almost like he has written it himself and after posting it on safestocks then posts it on here (or perhaps he just has an rss feed :))

Anyway thanks for ramping the ramper seeing-2020! hopefully that will stop the SP from hitting 4.5p because when has safestocks ever been wrong? … oh wait a minute …

Good old Colin Barnden, the biggest SEE ramper closely followed by Safestocks, Seeing2020, Lewbo and Warren from the telegram group!

I wish they would try a bit harder between them because this SP is on it's knees. Obviously not their fault they keep being shown up by the over promise and under deliver Mcbulls*it

Gen3 contracts like gold dust - surprise surprise

Everyone now waiting for the next set of kpi's and profitability - wonder what will be the next thing to cling hold of when the KPI's are disappointing and profitability gets pushed back.

Between 10-15p if we are lucky

No need for the insults Nathan - getting frustrated at the SEE performance are we and thought you would take it out on me?

Why would I be interested in the SEYE numbers? I don’t hold any SEYE shares.

Erh.. the majority due to the EU leg and by then (2028) the US will have their legislation. OEMs aren’t going to have cars with DMS/OMS for the EU and US and cars without for other parts of the world - you can see that already with the likes of VW adding it to all their cars now.

Remember their chart was also stating 20m for 2028, if I remember correctly, which is two years after legislation, so I think it’s reasonable to assume 40% of 80m if their market share predictions are accurate.

Roughly 80m cars produced each year so 40% of that is 32m, not 20m

So in 2026 DMS will have to be camera based and will have to be in all new cars that come off production lines due to EU legislation. So why in their bar chart does it show us only in 20m cars by 2028?

How about;

What's happened to the 3-4 auto RFQ's that were for the mirror location that PM mentioned in 2022?

What's happened to the six figure volume fleet RFQ's that SEE were the only one on the RFQ's for, which PM mentioned in 2022?

What's happened to the 330 planes + sims aviation RFQ that PM mentioned to Italian investors in 2022?

Can PM clarify whether the 1bn auto RFQ's mentioned in 2021 have all been awarded? and what has happened to the 1bn in 2022 that was also mentioned at the same time, have they been awarded?

Are we still on course for having a zero on the end of our market cap by Dec 2024, which PM stated in early 2022? Can PM also clarify whether he meant the market cap would be ten times bigger in Dec 2024 rather than, lets say, the market cap just moving from 295m to 190m which seems more likely at the moment? (please note my market cap figures are just made up as an example as I can't remember the market cap in Jan 2022 when he made this statement although the SP was 7p ish)

Can PM clarify his share price targets for his bonus. Is it 12p by June 2024?

Can PM give us an update on our collaborations. Obviously Magna has resulted in a contract win, but have we had any benefits from working with Qualcomm, Valeo, Mobileye, Omnivision, Ambarella, Analog Devices, Geotab, Shell (have I missed any?)

Are we losing out to SEYE in contracts as over the last 12-15mths they have announced significantly more than SEE have? or did we not quote for these contracts?

You mean a run to 5.5p and then back to 5p? - pretty much guaranteed

At least Gen3 has got off to a flyer! :) those 6 figure volume contracts are rolling in. If we can't win an RFQ where we were the only ones on it then we have problems!

i’ve now got to the point where i am just hoping this sp gets back to my break even point so i can get out without making a loss. i have lost faith in the management after too much bull**** and the wins over the last 15 months mainly going to seye just makes me too nervous about how this is going to pan out.

People on here and telegram keep putting SEYE down yet they keep delivering contracts and extensions - a lot more than SEE have in the last 12-18 months.

When was the last time PM talked about RFQs and estimate market share? He seems to have moved on to profitability- makes me think they are losing the long term battle and therefore trying to get the SP to rise on short term profitability. It will be interesting to see what happens when there is hardly any pipeline after this supposed 350m pipeline has come in, or should I say 120 as in his last interview he talked about only a third of that being guaranteed.

With legislation only 2 years away this should have been a banker, however it doesn’t look like that anymore. 120m over 5 years isn’t going to move this SP

And also on Telegram

“ Think we need to see the position after three more KPIs, and a move into profit. 😊”

When has PM delivered anything on time? There is no way profit will happen when they are predicting!

I also love how it’s now all about the kpi’s

In the past wasn’t it all about the 6 RFQs that we were told would be confirmed by june2018, that date came and went. Then it was all about;

Qualcomm

$1bn in auto RFQs

4-5 mirror location RFQs

333 aircraft rfq

Six figure volume contracts for fleet

Need I go on

What will it be when the kpis don’t deliver? or his share option SP doesn’t happen, or his 70p SP prediction by the end of 2024 doesn’t happen and profitability is delayed.

I assume everyone will then fixate on june2026 and the legislation! And then what…

Well by then it will be too late as SEYE will have cleaned up- I bet they release another 100m auto contract before SEE do at this rate.

Doubt it

Well with the announcement of a recession I imagine the stock market is going down today and SEE will see the 4’s.

What an investment this has been - well done Mcbulls**t for your failure to deliver the expectations you set with your little one liners in interviews such as the six figure volume RFQs in fleet.

Do they really need 10 people in this team at the Geotab event given the level of contract wins over the last 12 months? I imagine some of the sales team haven’t sold anything!

My god you have to worry about some so called investors - this was also posted in the telegram group and I’m sure many think it’s a new win.

It’s two years old and is the VW win. It’s the only win to date for Magna.

Why post it again when everyone knows it’s VW and it’s in production now.

Either people thought it was a new win and therefore really need to do some research or .. well I can’t actually think of another reason to post it again since it’s been talked about to death recently.

So what are the odds for announcing some contract wins whilst at the geotab gig? Perhaps one of these six volume figure contracts will get the go ahead as they have now had 18 months to complete the RFQ and award the contract to the only supplier on it - especially as they have been testing gen3 for at least 3 months of that time? Surely PM hasn’t lied on that one as well?

Well from that interview he has just pushed any significant SP increase further down the road.

Now mentioning that the 300m + RNS figure is only 1/3 guaranteed. Wow, the only reason I can imagine him saying that is because we aren't going to see 300m - i assume this may relate to SEYE winning business with GM and/or Ford.

He talked about increasing in auto revenue over the next 12, but particularly 24 months - so that puts us well into 2026 - so 2024 legislation is meaningless, even though he mentioned it in this interview.

All talk was around current won business no mention at all of the billions of unannounced RFQ's, 3-4 mirror location RFQ's, fleet six figure volume contracts - wtf is going on - did these ever exist?

Double figures SP unlikely before 2026 in my opinion and by then other things will happen to push it further down the road.

Anyone want some jam?