Member Info for Maplinman

I'm expecting more broker coverage following the next set of KPIs as this steadily rises past 5p. Berenberg as well as Singer have more than a passing interest in this stock and I have it on good authority that one other analyst is still very keen on SEE, so I'm hoping he'll resume coverage in due course. As we know Peel Hunt and Stifel are poised to upgrade on significant news. Traction in Japan, KPIs, contracts, breakeven all are set to drive this stock up. Broker upgrades will help fuel a great run as they increase their Target Prices. Just a little more patience required.

Simply Wall Street gives AI a bad name. If you have to rely on that you're better off keeping your savings in a bank.

Maybe, please do elaborate. Sounds interesting. Thanks.

I know this isn't one of the 2 sectors highlighted by Paul McGlone for development with Mitsubishi. Nevertheless...

How long before DMS is licensed for the marine market? https://safety4sea.com/ntsb-investigation-tow-pilots-distraction-results-in-collision/

Interestingly, Mitsubishi does have subsidiaries that work in marine/ship building: https://www.mhi.com/products/ship/ship_engine_supporting.html

Waymo is pushing into London. The associated media attention could be very good for SEE from a PR perpective - certainly Back up Driver Monitoring sales will increase with a high profit margin. Look at proof that Waymo (owned by Alphabet) is using Seeing Machines: https://waymo.com/safety (11 seconds). So much more news coming before Xmas. DYOR, of course.

As per Safestocks post last Friday, Magna itself confirmed that other OEMS (aside from VW) are going for the Magna/SEE rearview mirror. Stifel seem pretty pleased by today's news and rate SEE a top pick. www.safestocks.co.uk

ASP will be boosted by inclusion of OMS. This certainly will help ensure SEE is profitable in the second half of this financial year.

Good point Escovido. This isn't in broker estimates. Looking forward to upgrades in due course. Can't wait for those KPIs, which will prove who the King of interior monitoring is. It's ridiculous that this is still sub 4p. Can't be for much longer. Sounds like even ISB has bought back in...why don't you Heathcliff?

When those Auto and Aftermarket contracts are delivered by PM in his Santa outfit he can have all the shares he wants, with my blessing. But SEE, are we really supposed to believe that he is so great a manager that the company couldn't afford his original incentives? That's right out of the Trump/ Bojo/Musk playbook. As for the calculation being based on 2.85p, well I think that was due to some issues re. Guardian Gen 3, wasn't it?

Doubtless, some will point to Elon Musk getting a $1Trillion incentive package to say we're getting away lightly. When SEE's share price shows a similar performance that argument might hold water.

Don't get me wrong, I like SEE and I respect PM. But in my world incentives have to be earned by share price appreciation.

This is of great interest. Odd that the details weren't included in yesterday's RNS. Personally, I'd have preferred any incentives to be delivered after the huge Gen 3 contracts come through rather than before. All those ex-employees must be a little envious - I know I am.

https://seeingmachines.com/wp-content/uploads/2025/11/251029-SEE-AGM-Notice-of-Meeting-FINAL-clean.pdf

Michael Brown had a NED role at one time and yet Lombard Odier were the largest shareholder back then. I agree such an appointment voids the 'independence' criteria but I'm here to make money. Besides, if I was the largest shareholder and interested in buying a company, I'd want to know what was going on.

It would be interesting to see who replaces him. I'd like it to be someone from Mitsubishi. After all they are collaborating very closely these days. :)

As Aaron pointed out approximately $5m revenue from working on the delivery of a cutting edge interior monitoring solution from a Japanese OEM, which I believe is Toyota, is not immaterial. SEE will then be awarded a huge contract worth many tens of millions of dollars over its lifetime. The market, as usual, doesn't get it. But well researched holders should (I don't count you among them ISB). Those big fleet orders are coming, I'm very confident of that.

Moreover, all Seeing Machines authorised distributors will be wanting to purchase Gen 3 to sell into the market. We have quite a few of them and the number is expanding all the time: https://seeingmachines.com/authorised-guardian-distributors/

You and Heathcliff should go onto the Moors and have your deramping love tryst, rather than play your silly games here.

Hi Aaron,

Good point about the NRE, that will come in handy. I also assume Toyota will pay top dollar for those features as it will be intended to be cutting edge if its to catapult them into the lead on features. I wonder if the 3D tech SEE was talking about a few months back: https://seeingmachines.com/wp-content/uploads/2025/04/Press-Release-Seeing-Machines-3D-Camera-Airy3d-final-23-03-25.pdf#:~:text=Seeing%20Machines%20has%20explored%20several%20cost%2Deffective%203D,this%20technology%20exclusively%20to%20our%20automotive%20partners.

And lo, it came to pass: an outstanding October. For Toyota came directly to SEE for they had seen the future...a future built by a tiny Australian company, with talented staff from around the world. Started by mavericks and led by a forthright fellow by the name of McGlone. Be gone ye Tobii and SEYE trolls, for Baxter shall smile again.

31st is the same day that Magna is holding its Q3 results: https://www.magna.com/company/investors

This might be a good place for a Japanese OEM to announce a new model with the Magna Mirror featuring you know who: https://www.japan-mobility-show.com/en/outline/exhibitors_list.html

I don't know much about discord, isn't it used mainly by developers/techies? Do investors use it?

Ford is boosting production of the F-150. https://www.fromtheroad.ford.com/us/en/articles/2025/ford-f-150-super-duty-demand-production-job-increase?cksid=&emailid=b24t0831_em_en_mediaalert_fordmediasubs_npr_ns_ns_tp1_1_nt&fcid=eml_B24T0831_sf

This has Seeing Machines DMS in it: https://www.safestocks.co.uk/2023/07/09/seeing-machines-dms-ensures-ford-bluecruise-is-super-safe/

JC,

Another great post and video. Glenn Diesen is a good interviewer and it's about time people in Europe started to wake up what our corrupt 'leaders' in the EU + UK are doing.