Member Info for isb1974

Yep, still no large contracts with value attached to them since PMs latest claims in October last year.

Kpi's disappointment in a few weeks time as well when they fall short of 750k auto and 6k fleet

Yes they have made cash flow breakeven in December but one month in isolation was never going to convince the market

As I said the other day at least 8 months more to go until the market will hopefully see the proof coming through in the KPIs

As for contracts who knows after all we have been waiting for about 3 years now since PM started making his claims

Oh and lets not forget one last shafting to come with the magna debt repayment

I always had doubts about the SP re-rate after all it was just one month in isolation.

Personally I think many will wait for SEE to announce in Aug that the whole of H2 was profitable together with a forecast for FY2027 showing a large uplift in both revenue and profit.

Combine that with some actual large contracts (which we are still waiting for) and then I will be at a loss if the SP hasn't moved considerably

8 more months to wait..

Why do you post on this board - all you talk about is how great Tobii are?

Do you actually own any SEE shares?

I assume as PM has confirmed breakeven for December 25 that means they must have a good indication of what the KPI's are going to be by now and therefore must be pretty confident that auto will be 700k and fleet will be £6k as they said several times that that is what is needed to get to breakeven.

Or if fleet is slightly lower then auto has over performed, but either way there shouldn't be any disappoint come February, in either the KPI's or trading update.

So what's next that will get this SP moving north again quickly? Yes we have all the medium to long term stuff like aviation and robotics but what's going to really convince investors to dig into their large pockets in the short term i.e. up to June

Obviously strong KPI's in May - auto over 1m for a start and hopefully by some way, but I think a lot depends on contract wins.

I must admit I am still disappointed with the level that has been announced. We have still only had one announced worth more than 100m (VW) in auto, where are all the large contract wins? I'm hoping the Japanese development project announced last year will get turned into a contract during Jan-Mar and I would like to think it would be worth close to 100m

Other than that the other 2 announced before xmas were pretty insignificant - one was for just 1.5m and not until 2028 and the other was for 15m which over 5 years is also not going that much.

So where are all these substantial RFQ's (both substantial in number outstanding and value we have been told) - when will we get some significant benefits from all these great collaborations with Valeo, Magna, Texas, Qualcomm

On the fleet side I was even more disappointed at the end of last year. We were told in October that 2 were in the final commercial stages - a large US and a large EU company. Ok the US one was announced, but again at the moment it is a poultry 1,100 units. Yes I know they have tens of thousands, but what is the timeline on those, are they even going to be implemented or is it going to be another Shell scenario? And where the hell is the EU contract, the 18,000 contract that had a 6 week trial (yes I know it has been delayed due to unions) and development with the 20 outstanding trials.

It's a little disappointing to here them quote 6,000 units for qtr 3 as that suggests none of these 3 large contracts are really going to deliver anything for the next 3 months.

And what's even more disappointing is the EU commercial market is of a significant value that also needs DMS by July 2026. What is happening with Daimler Truck, Volvo Group, Traton Group, PACCAR, Iveco Group - why isn't PM talking about these huge opportunities?

If we aren't winning contracts with these large fleet companies, who is? and why didn't we get the business if someone else has. Surely with gen3 it will be a massive own goal if we don't get at least 2 of the 5 mentioned above and then we are talking significant volume and not 6,000 units a qtr

We ne

Exactly oldfool this will be bought by someone before it gets too high.

My gut feel is late this year, once they have confirmed H2 was profitable and the forecast for 2027 shows a large increase in profits, especially if they have added some significant contract wins along the way during this year.

Basically we now need more than ever a steady stream of contract wins together with exceptional kpi's in Feb, may and aug and hopefully the SP will get to a decent place for a buyout around the 20-25p nark

I doubt we will see anything on aviation or robotics before this is bought.

I see QNX announced yesterday that they will be integrated into BMW Neue Klasse for the next gen model line up.

Will we get BMW back through this I wonder?

It's beyond belief.

Now profitable and will be for the second half of the year.

Still Gen3 announcements due i.e

The large European fleet contract that PM said was in the final commercial stages back in October

The 18,000 fleet deal for mitsubishi that had a 6 week trial

More from the US international contract that was announced last year because let's face it it should be more than 1,100 vehicles

More contracts from the 20+ ongoing trials

And surely something from the European 300k unit market that must have DMS from July26

Then in auto still 50% of the substantial RFQs due in the next 3-6 months plus a large Japanese contract to be confirmed from the development project mentioned last year

On top of that surely there will be another magna win. Valeo win and what about QNX - perhaps they are tied to this Japanese contract?

Then on top of that we have the intoxication - all the news yesterday about stopping over 70s from driving due to the eyesight is nothing compared to fatigue, distraction and alcohol!

Then we even have the unknowns which could all spring a surprise

Robotics

Aviation

Autonomous developments - must be something in the pipeline given the new mobility group RNS and the fact that PM mentioned it in the interview

This is absolutely bonkers - how is it not at least 10p by now!!

What's it going to take for it to rise as nothing seems to be having an impact

It's got to get to at least 15p, ideally 20p before anyone starts putting in offers to buy the company which is surely going to happen later this year once they have confirmed 6 months of profitability and forecasts for 2027

Bloo, your maturity shines through in your posts through your use of language

I trust the toilet cleaner has got abusive because deep down he is also p*ssed off with the fact that the 50% of auto awards before Xmas has so far given us an auto 'win' with no contract for 6 months and now a whopping £1.6m but not until 2028

Whilst Esc is trying to make people believe that SEE could be in Daimler trucks from Feb 2026 even though there has been no RNS indicating that possibility.

The wait continues for something that the market will see as worth moving the SP back to double digits for

Wow! 1.6m!

AIs take

Attention Assist 2 (AtAs 2) is an in-house Daimler Truck technology developed by its engineers, primarily for its Mercedes-Benz Trucks brand. The system uses proprietary software and integrated hardware, rather than an off-the-shelf solution from a third-party supplier.

To be fair makes sense as to why PM has gone so quite on the commercial fleet EU opportunity of cur

I thought the general feeling was that SEYE had won Volvo trucks when they released their RNS

I would have thought we would have announced an RNS by now if Attention Assist 2 is going to be available in Daimler trucks from Feb26 at it was us.

If we announce wins of less than 1,000 units then a contract of this would definitely be announced.

I don't recall SEYE announcing two truck contracts

According to AI this is an in house design.

Perhaps this is why we haven't secured any large fleet deals because they are all doing it in house

It's taken SEE 20 years to get to Gen3 yet some engineers at mercedes have done it in a fraction of the time

Guessing it's going to be quite slow this week due to the budget unless either SEE gives us some news or the markets react positively to the budget

Hopefully a good blue day tomorrow back up to 4.6/4.7 based on the great performance from NVIDIA

Perhaps one day SEE will beat expectations by a couple of billion, although in SEE case I imagine 5-10m above expectations would do.

Back below where it finished last Friday

Guess it's because of the market jitters about the AI bubble and everyone waiting on the NVIDIA results

Funny how we didn't go up with the AI bubble but we are coming down with it.

Back to PM to deliver the news that will stop us falling so quickly

Only 1 mention of those substantial auto RFQs so far in which 50% were likely before Xmas

Still more waiting ......

6.25p by the end of Jan.

Surely if they announce another large fleet and auto contract before Xmas as we are led to believe I would have thought it would be above that by 1st Jan

I don't think they will RNS cash breakeven on its own, but highlight it in the Feb Kpi's if it happens as they have tied it it with hitting certain kpi figures.

If cash breakeven happens by the end of the calendar year I don't think it will make the full year profitable but I would like to think they would state every month in H2 was profitable at the end of the financial year and therefore H2 was, as this would be extremely positive going into the next financial year, which I believe they are predicting to be profitable.

Another fleet contract next week please to keep the momentum going - after all with 20 trials I would like to think they become quite regular now

Brock - although last year kpi's were the end of Feb more often than not they are usually just over a month after the QTR has finished

I'd like to think that if breakeven has been achieved they will post the kpi's as soon as they can which may be early Feb

Not much difference I know but I'm hoping for early Feb as it won't seem far away once Xmas is over

Who cares who it's with - all we need are contracts/announcements worth tens of thousands of units

The sooner the better