Member Info for Maplinman

I'm not gloating, I'm pointing it out. Why should it upset you?

I did post this earlier today but for some reason the post was removed. (Are Mossad that good?) Cipia news: https://en.globes.co.il/en/article-cipia-vision-lays-off-50-of-workforce-1001508283

Do you think SEE is going to stay this low for much longer? Catalysts for a gradual re-rate over the next few months include the following, in roughly chronological order.

1) KPIs

2) Sizeable Gen 3 contracts, eg. Amazon

3) Auto OEM contracts

4) Confirmation of cashflow breakeven

5) Takeover bid

You didn't have to be a genius to work out that Cipia were fecked. You don't have to be Nostradamus to work out that after breakeven this gets bought.

Actually, I thought this was an Asian distributor of Guardian, but I may have succumbed to research fatigue. Time to embrace Easter. Enjoy all!

At the bottom of this page are some of the fleets using SEE's Guardian product in Asia:

https://guardiansea.com/driver-fatigue-distraction-system/

These are just tiddlers. I'm not losing any sleep over desperate OEMs choosing cheapo SEYE as a stopgap. DYOR of course.

Bogyo,

Investors are buying here. Ignore the noise from the markets. If you've done your research you will sleep easy at night. Good fortune to all investors here.

Brockwl,

You forgot 3) A takeover deal/battle.

Bogyo,

It hasn't failed. The price has dropped for a number of reasons. It will come back up.

Zamiba,

Welcome. Are you at all interested in Seeing Machines? Cheers.

As Warren Buffettt said: "Be fearful when others are greedy, and greedy when others are fearful". I couldn't resist....:) Thank god for sofas.

That would be Celestica....

After more research and help from Seeing2020, I think Colin probably nailed the manufacturer of Gen 3 a while back as the Canadian company Celistica. Its Indonesian subidiary published this: (See page 6): https://pcisgcorpsiteprodsa.blob.core.windows.net/resources-news/FINAL_PCI_Capabilities-Brochure_A4-PAGES%20(4)_WEBSITE%20ONLY.pdf

Yes, I saw the Jap tariff. No one knows where Trump is going sure. But those tariffs are but bargaining chips as stronger countries like China/Russia/India aren't going to bow down to the US. Whereas Starmer + Lammy are on all fours waiting for Trump to get his sun-kissed todger out.

Brockwl,

That is a stretch even for you. These tariffs are bargaining chips to Trump. Besides it might be manufactured in Indonesia but I have an idea that the company that makes it is owned by a Japanese parent company beginning with M.

Hi all,

Here's a link to a recording of the Investor Meeting: https://www.youtube.com/watch?v=ybOtFSbkwow

Seeing2030,

I know you're stressed. Most of us are. However, before you blame someone else we made the investing decisions. No one forced us to. Besides, the SEE share price will recover.

Here's a link to the slides for today's presentation: https://seeingmachines.com/wp-content/uploads/2025/04/H1-2025-Investor-Presentation-FINAL-31-03-25.pdf

It was very positive all-in-all and the colour that was gained by actually talking to management was very useful. Was also good to catch up with some very savvy and committed private investors.

Interesting technology, certainly. After reading the white paper, it could be a a game-changer. I wonder how long it will be before it is ready for production and if it will have a bearing on the RFQs wins we've been waiting for?

Great post Chutzpahposter,

I must admit I can see both sides of this Fleet delay and the sad loss of experienced engineers, who are bearing the costs of delays. Are you coming to the Town Hall? The skills needed to run a successful business of SEE's size must be immense. I'm not calling for anyone's head, I just want to gain a fuller understanding of this business' strengths and weaknesses. I'm still confident this will succeed. But only a decade of research give me this confidence. However, the wife is calling for my head at the mo!