Member Info for Maplinman

Terrible crash in India. Maybe Collins Aerospace and Boeing will push harder to improve safety in the aftermath. Though we don't know the actual cause yet.

https://prd-sc102-cdn.rtx.com/-/media/ca/newsroom/files/collins-aerospace_boeing787.pdf?rev=cfc73ef3362448d5a70ae37214ca2a38&hash=94B9514AFAF9F8F3CB9EF60B61B53391

Whatif,

I think you are probably correct there.

The issue for me is we need to build up some momentum re. newsflow. We need a mix, contracts, case studies, interviews, to effectively communicate that we are the global world leader. I'm generally very confident because I've spent years researching this stock and have great contacts. Most potential buyers of this stock; institutional, but particularly private investors, aren't aware of the progress this company has made. For instance, why are we guessing what is going on at Autosens USA 2025? SEE should be telling us via a newsletter or an RNS if it is particularly important).

Please SEE, when you win a globally-recognised enterprise client for Gen 3 Guardian, please don't just put out a bland RNS with a weak headline. We ideally want the name of the company in headline, and certainly some big figure, eg 'Seeing Machines wins US$6m Aftermarket contract with Amazon'. Something that will make the market makers eyes pop. Then an explanation from Amazon as to why they preferred us to Netradyne....you get the idea.

Then start pumping out other news tit-bits while we wait for more contracts to land. This should be the daily mantra for all at SEE: Maintain the mo' and the price wil go'....

We do have a PR agency but they're not that good tbh. It's been a blind spot by management preceding PM's tenure but he's not improved it. In addition, most companies have a newsletter you can sign up for - not SEE. SEYE are streets ahead of us in PR, and Tobii are also better. If Ives is now in charge of this area he really could do with employing a more committed UK outfit for our PR.

I do wonder if the fact they are in Oz has a bearing on it...maybe they've been advised badly previously. Is it arrogance? I'm not sure. They've been given advice previously by investors who have some background in these matters and seemingly ignored it.

Here's a link to the Incabin USA 2025 show: https://incabin.com/usa/

I'm assuming some smart people know what is coming down the tracks and don't want to miss out.

Btw, this is an interesting article: https://www.mitsubishielectric-edm.eu/human-robot-match-making/

That's right Old Fool, thank god for that. Plus, thanks to Euro NCAP no camera DMS means no 5 star safety rating for a new launch passenger car from Jan 1st 2026. No wonder some OEMs are in a rush.

Seize,

I agree. There has to be some big news coming to have forced Ive to stop buying shares. Certainly, more strategic than an auto or fleet contract - which I'm also expecting imminently...lol. Let's hope those NATO loons don't let the German Army fire ballistic missiles at Moscow before we get it. Money after WW3 won't be much use to any of us.

Of course SEE is monetising the data. It is being used to continually refine and improve the quality of the algorithms. That's why it is the leading DMS/OMS. I'm confident that further proof of that is coming in contract wins. These things always take too long, of course. Then it really starts to move quickly. You'll see.

I was told by VW that Euro NCAP tested the Tayron late last year, so it's possible the version supplied didn't have the new DMS in it. Though, it would be quite an oversight. Still maybe they just wanted their 5 stars asap and were prepared to take a hit on the DMS points just for the test.

Importantly, I believe all Tayron vehicles now on sale have DMS in the rearview mirror. It's not an option so far as I am aware. Looking at the configuration specs on the VW website DMS isn't an optional extra.

Aaron,

Thanks for explaining the issues with the SEYE DMS. Clearly, Hyundai bought cheap and now can repent at leisure. No wonder so many of the SEYE 'wins' never make it to production or the OEM swaps supplier. Chickens coming home to roost for OEMs who choose the wrong supplier of DMS/OMS. When will they learn?

Stellantis sold 1.9m cars in Europe last year, according to What Car: https://www.whatcar.com/news/what-is-stellantis/n26975

Nice post Aaron. I'll try and do some digging.

Separately, it seems that Mitsubishi Electric Automotive America (MEAA) isn't just flogging Guardian Gen 3 but integrating it into a broader telematics offering to its customers, something called FlexConnect. It seems to be a far more powerful and persuasive offering for fleet operators than a stand alone offering. https://www.meaa-mea.com/adv-mob-case-study/flexconnect-25/

Given MEAA's 1m customer base in North America, I'm expecting some huge business to come in via this channel for SEE. Any additional information that committed investors can dig up would be appreciated. Do we have any US-based investors on this BB? Thanks.

Apologies, I should have put that message about a Gen 3 win under this heading. Much easier for you guys 'n gals to Google.

Yes, ISB I believe whatever you say. Just seems odd to spend all your time deramping your own investment. At least trader Brockwl now admits he does it after he has sold, then goes positive after buying back in.

Auto check doesn't like the word H-O-M-O, so blanked it out in the link below. Insert to read the RNS.

Given that the share price is falling back in the absence of news, could someone at SEE please get around to telling us about a recent Gen 3 win that hasn't been officially announced. No need to break an NDA, persuade the customer that they should be proud that they've invested in technology that prevents accidents like this: https://www.dailyrecord.co.uk/news/scottish-news/bin-lorry-driver-sacked-falling-5143194

given that seeing machines is supplying wrightbus (read rns from july 2024: https://seeingmachines.com/wp-content/uploads/2024/07/press-release-****logation-wrightbus-final-30-07-24.pdf ) i thought this might be of interest: https://bmmagazine.co.uk/in-business/wrightbus-to-build-1000-zero-emission-buses-as-part-of-major-expansion-drive/

the only throne mk is king of is the one in his lavatory. with redeye feeding his investors a constant diet of bs they'll be running for the toilet themselves when see hits cash flow breakeven later this calendar year. either that or they'll **** their pants where they stand when they realise the guff about a 50% market share in auto doesn't add up. btw isb, boygo and a few other serial derampers might want to take a tip from brockwl and rebuy or get themselves daddy pampers.

Bogyo,

If I want petty cash I'll be sure to give you and Isb1974 a ring. Today, your insights are about as useful as tipping Red Rum for the Grand National in 1973, 1974 and 1977.

This is worth watching. SEYE's Martin Krantz is mashed like a meatball at his own results presentation. Watch from 58m and enjoy his discomfort at some insightful questions from an astute investor. MK even admits SEE is in the lead before running away from further questions: https://www.redeye.se/events/1090590/live-q-smart-eye-10?utm_source=MB&utm_medium=introtext

To all SEYE holders...your boy took a helluva beating.

SeeingIsBelieven,

Tobii is definitely a serious competitor to SEE but this single camera riff is a marketing angle. SEE can do single or dual camera. Moreover, Tobii supplies its software both to cars and trucks. Interesting, unlike SEE, it gives no data on the performance of its DMS in trucks. Do you have any independent evidence to back up its claim that its DMS is superior? Any figures on its level of accuracy, percentage of false positives?

Don't get me wrong, in some ways I think Tobii is a more serious competitor to SEE that SEYE. Bosch are using them after having failed to buy SEE back in 2018. Plus Tobii is into headsets, which is sexy. However, in cars SEE is undeniably ahead.