Yesterday's RNS, while conveying welcome news, failed to produce an immediate share price rise (have we got one today?). It's been a familiar pattern recently. How likely is it that Cenkos and Stifel are deliberately holding down the price while their clients, ie is funds and wealthy individuals accumulate? Maybe some of you L2 experts could enlighten me?
Stifel certainly seem to have gone cold on this stock -- after apparently getting some US funds in. Though god knows there must be a plethora of funds that could be buying this in the US.
Given SEE management and staff have their share packages sorted now is there any conceivable advantage to them for the price staying at this level? I think not (but I may be wrong). Therefore, hopefully, we must be set for a big rise come the results.
Alternatively, the ****-up theory is that Seeing Machines (and their broker) don't know how to write an RNS that sends the price of a stock up. Imagine not putting a figure for potential worth of the market in yesterday's RNS!
What I find surprising is that so few analysts seem to cover this stock. Just 3 so far as I know; Cenkos (house broker), Stifel (house broker) and Panmure (independent). Would be great to get a few more covering this.
Anyone here into cars in a really big way? I've driven the Mach-e and really liked the acceleration but it was a bit big and boxy for me. I'm sure the DMS is the best as it comes from SEE and beats the hell out of the Tesla DMS.
However, I do wonder whether a legacy ICE carmaker like Ford really can produce an electric car of the same technical quality as Tesla in other respects. I watched this video, which seemed to confirm my doubts (but I am no engineer): https://www.youtube.com/watch?v=qpf_7bKW7DM Thoughts? Is Munro the real deal?
Escovido, clearly Seeing2020 knows what's what. Intoxication monitoring isn't something SEYE can deliver. I'm expecting a lot of its investors to hedge their bets, at the very least, by putting money into SEE. It is clear to us that SEE DMS/OMS will be 'ubiquitous' within 2-3 years - the rest of the world needs to catch up.
Volvo really should have had someone from SEE at the presentation yesterday.
"A pair of stereo cameras monitors the driver’s head and eyelid positions, both to operate the 3D instrument cluster and to manage the Attention Assist safety system that alerts drivers when they appear drowsy or distracted."
SEE is good, great even. Still, not sure how SEE can help sort out Boris Johnson's fecked up Brexit and Covid failings. My deepest fear is that UK economy and stock market tank before SEE starts putting out all those contract wins. Even Hand****'s (a more appropriate surname) shenanigans can't take that off the front pages.
Given the EU legislation that also applies to trucks and buses there must be moves afoot to build in camera-based driver monitoring directly into trucks and buses, in a similar way to what is happening with cars. I'd like to hear more about this as it could fast-track SEE installation into trucks and buses and avoid hassles/costs of installing an aftermarket product. I assume there would still be the potential for monitoring. The Magna mirror could be a killer app in this regard, though we have various other ways of doing it with Qualcomm and Xilinx.
Daimler AG, Volvo and BYD are all huge manufacturers of trucks and buses.
RE: Honda is axing its Clarity hydrogen and hybrid cars in a big EV cull19 Jun 2021 16:30
Nice one Terry,
I for one am looking forward to the RNS that confirms: 'We are working with multiple Japanese OEMs (Honda Toyota and Subaru). At the very least, let's have one that confirms 1 Japanese OEM (Honda) next week. It isn't a massive secret, is it?
US investors deserve to know about SEEMF. If you do nothing else this weekend use social media to spread the word ;) After watching the footie, of course. Have a good weekend all. I don't want fund managers to make most of the money from this stock. Our time is coming...
"Pasha Saleh, Director Flight Operations Strategy & Innovation, Alaska Airlines & Rama Myers, VP Aviation, Seeing Machines Eye Tracking: A Window into Pilot Monitoring and Instrument Scanning Behavior to Support Evidence-Based Training and Realtime Feedback"
I wonder if Sanjay Kaeley, Head of Product Solutions for Commercial Aviation at L3Harris will be attending?
L3 license deal coming soon (ish)?10 Jun 2021 10:31
Great to get the CAE news yesterday. See is finally growing the third leg of its stool. Well done Pat and team -- couldn't happen to a nicer bloke.
Still, it wasn't the biggie I was hoping for; the long-awaited, aviation deal that will have Cenkos analyst Jean-Marc Bunce increasing his target price to 20p+
I'm referring to the L3 license deal with up front revenues that could bring forward breakeven and make this mutha pop. I went to sleep last night with the thought that someone at L3Harris is got a kick up the backside yesterday and now needs to get a deal done quick in order to preserve their rep. Over to you Pat....no pressure.
I agree with Seeing2020 on this. Otherwise a pretty pointless RNS. Clearly Canberra has been watching our deliberation re. Toyota and Subaru and feels able to give a steer. After all, Cerence are talking openly about Mercedes S Class on LinkedIn.