Member Info for Maplinman

Big contract news is coming...that distant drumbeat is the sounds of investors stampeding to buy in when we get Mitsu, Amazon contracts finally announced. And who's that I see in the distance, hobbling after the SEE share price wagon? CFP with his pants down? He must be in a rush.

Thanks Seeing2020,

Anyone else expecting broker upgrades over the next couple of months? Prepare for vertical take off in the share price. Fasten seatbelts. Rises could also be accelerated by leveraged buying from canny investors. This appears a one-way bet now.

Valeo and Mobileye were working together on exterior imaging radars. Valeo hasn't junked Seeing Machines for an unvalidated system from Mobileye, that indicates to me that Seeing Machines position is secure. OEMs don't have any loyalty to Tier 1s (or Tier 2s), they just want the best systems at the cheapest price from proven providers.

I think Mobileye is late to the party and, by the time it has something other than marketing chutzpah to offer, Seeing Machines will have eaten most of the food.

To anyone in the SEE marketing department reading this BB: now is the time to keep giving us news each week for the next few months. We need to regain some upward momentum in the share price, then maintain it. If there are any doubts speak to our PR company. If they aren't telling you do that sack them and get an outfit that knows what they are doing.

We need to up the tempo on announcements: it's that simple. It is galling for investors to watch this drift back to below 3p when we know there is a ton of important news that you could be talking about.

Brockwl,

"There may be positive newsflow coming"...ha, ha. You don't sound too sure - thinking of trading SEE yet again? Old habits die hard. If you'd done more research you'd know it is coming.

The takeover of struggling Cipia illustrates yet again that there is a huge interest and appetite to acquire players in the interior monitoring/DMS space -- and SEE is the leader. I don't think Mitsu cannot be the only company that would like to buy SEE. Once SEE hits breakeven on a monthly basis (possibly as soon as Sept/Oct) things are going happen very quickly. Mitsu will need to act very quickly to forestall others. If it were to offer a derisory figure and institutional investors will hold on/encourage other bids.

Anyone who has watched the market for a number of years knows a share price can triple within a very short space of time, on positive news flow, broker upgrades and the prospect of breakeven. SEE has all that and the added bonus of a likely bidding war.

In early June Safestocks thought Mitsubishi a likely bidder by Xmas, with breakeven forecast before the end of this calendar year. The case for that is becoming stronger with every week that passes. Personally, I'd prefer a 'Battle of the Titans' after any initial bid, just to fully realise the intrinsic value in Seeing Machines.

https://www.safestocks.co.uk/2025/06/04/mitsubishi-to-buy-seeing-machines-by-christmas/#comments

We've got plenty of positive newsflow set to push SEE into double figures within the next 3 months: Amazon Gen 3 contract, Mitsu Gen 3 contract, KPIs, not to mention the likelihood of further auto OEM contracts, other Gen 3 enterprise contracts, news of progress in aviation products and the possibility of manufacturing processes adopting the tech.

A juicy Amazon contract should definitely crack the 3p nut and maybe the 4p and 5p ones. Patience will be rewarded.

Seeing, I've looked at this in detail and it is dangerous to assume anything despite the views being bandied about. All the main EU truck companies that I've contacted say they will comply with EU legislation but none were willing to name the supplier. Forget Cipia, they're fecked. Tobii certainly claim to have some. SEYE also but they were reluctant to talk which is probably a sign they are not doing that well. I think some Tier 1s are supplying DMS to better integrate with other features - which could be a bonus for SEE.

Fortunately, the market is huge and even having a factory-fit doesn't mean the buyer of said truck will necessarily want to go with the supplier if it doesn't perform well. Not a great answer but I think it's an honest one.

My Mossad contacts can confirm that when Paul McGlone and Masahiro Kaji let loose in Japan, their favourite Karaaoke track is this song by Phylliss Nelson. They way they perform it, it becomes a powerful duet. Of course, the word 'body' is replaced by 'company'. https://www.youtube.com/watch?v=oFNszV-7VJI

Nice RNS today. Should see a rise today. More importantly, there are lots of words in the RNS to indicate that they'e engaged and looking forward to married life together.

For example: "This rapid progress underscores our shared dedication to innovation and excellence. We are excited about the potential this relationship holds and look forward to achieving groundbreaking results together in the coming months."

Aussie gamblers would be a great series....start off with Kerry Packer. Apparently, the dude once blew US$20 million on baccarat. And he'd top that figure on a later trip. Packer was in Las Vegas on September 11th, 2001, and was left stranded when all air traffic was grounded. So he kept playing baccarat... and lost a total of US$29 million before leaving town. Mind you, he was worth $5bn.

And no, before you say it. PM is a safe bet. He's gonna bring this one home for us PIs.

Thanks JC,

Andrei Martanov really is worth watching, not read his book but if you recommend I'll buy it. This video is the best analysis of what has been going on over the past week from a military perspective that I've come across: https://www.youtube.com/watch?v=77w9LPtzpYc. So much fake news re. current affairs, never mind investing.

There seems to be some notion that US technology is the best in the world in all areas. It isn't so. Look at hypersonic missiles for instance. Iron Dome is apparently built on US tech - Israel is utterly dependent on the US. It's effectively useless against Iranian missiles - not that our mainstream media will acknowledge that. While I do like Seeing Machines technology. There is no guarantee that in 5 years time it won't be overtaken by a Chinese competitor. What is guaranteed is that it won't be Cipia. Israel is fecked even if Trump is stupid enough to bomb Iran directly.

I don't object to you selling. I object to you lying to investors. That's what triggers me tbh.

Brockwl you've previously admitted you're a trader and an examination of your previous comments makes it clear that when you're invested your positive and after you've sold you deramp. Advice/comments from you should carry an investor health warning. Aside from that I have no issues with you -- I just don't want newbies taking what you say at face value without realising your motivation and lack of integrity.

That said, I'm in complete agreement that this is a stonking buy. My opinion hasn't wavered.

Well done Humster...Do you have many?

At sub 3p this is a screaming buy. Just wish I could afford more...Is this the most undervalued stock on AIM? Be prepared for a deluge of new names to come tell us what a great buy this as it flies past 6p. Then the habitual traders/doomsters and newer faces will be telling us to sell. Well done all researchers on here and elsewhere.

Some clues on the Safestocks sight? Seems like the dude is having some fun. www.safestocks.co.uk

There is a new blog and a reply to a question on the previous blog on an incoming Mitsubishi bid.

Great research TLS...it seems things are coming together.

The pity is, had they be able to name 'Waymo' the share price would have doubled...well, let's hope Amazon isn't referred to as a "world-leading North American online retailer" when that RNS is released. a sub-6% rise just isn't fair! That said, the contract value should be substantially higher. Either way, most of the value falls straight to the bottom line with BDMS and substantially so with Guardian Gen 3. Btw, Wayve also needs BDMS...just saying.

This is the sort of win that really could do with PR - not that Waymo really wants to advertise the fact that an 'autonomous' car requires it.