Member Info for Maplinman

Seeing Machines must have been cash generative for the first time in Q3. That's a landmark. Brokers will be telling their II clients to overlook the poor Guardian sales for the quarter and buy this. Be interesting to see if buys ramp up over the next few weeks. Price ought to really start to move up now. Flies in the ointment are Trump + Netanyahu, as per usual.

Enough of the propaganda against Russians. It is bad for your health to poke Russian bears.

Https://www.ndtv.com/auto/safety-is-a-purpose-not-a-compliance-hero-motocorp-on-changing-rider-behaviour-in-india-11323189

Mobileye DMS/OMS doesn't appear to be as advanced as Seeing Machines from a demo that I've seen. That said, a lot depends on implementation. Seeing Machines has a lot more going on than auto/trucks, which could provide a 10 or even 20x bag from here; trains, planes, simulators + cobots with Mitsubishi, leading to humanoid robots. Timescale is the question. Just possible within a year. Elephant in the ointment is Iran/Lebanon war + Gaza genocide.

US + Israel lost the war with Iran and genuine peace would be great for all except Israeli regime and loony ZioNazis. However, Israel is determined to carry this war on to try and destroy Iran and create a greater Israel by absorbing southern Lebanon. I fear we get an all out war that:

1) Sinks global stock markets 2) Delays long termers payday. 3) Reduces car production volumes. However, for you newbies it's a positive as you get the opportunity to load up on the cheap.

Longest Shot, that happens frequently to me. Nice post though.

Btw, I don't think Trump is sincere in saying he will walk away (he is still sending troops) but at least Iran has destroyed US hegemony in the Middle East. Losing the illegal war they started against Iran and Lebanon also has to be very bad news for Israeli competitors to SEE; most, notably Mobileye and Cipia.

Anyone have any insight into Chinese DMS competitors? Zeekr apparently uses Chinese DMS. They've big plans for expansion in the UK, and I assume in Europe also.

Firth,

I'm very sad to read what you've written. I think the May KPIs will be a turning point. The more I've researched the more I'm sure that DMS has a very bright future. Still, the price action hasn't panned out as I hoped. I still think this will double before June and Stifel clearly agree there are catalysts than should see most breakeven by June. Don't sell in a panic would be my advise. GLA to all.

Well done Old Fool, you did a fine piece of research there. Having seen their demo I'm confident its not in the same class as SEE's tech. One thing Mobileye and SEYE have in common is they both do fine PR. I assume this was a loss leader to gain some market traction.

I don't think this is all that SEYE is marketing it to be. To me it's more of diversionary gimmick. It will only measure cannabis and the rate of false positives means any police force that uses it might risk being sued. I doubt the contract will last for 4 years. If the Albanian police want to try it out for pennies let them knock themselves out. :). UK police use a more sophisticated saliva test to test for drugs. Car crash protection is measured through functional capability and Seeing Machines leads in this area.

Seeing Machines is ahead technically. Mobileye might be able to overhaul SEE in 3-5 years but long before then SEE will be sold. Plus Mobileye are based in Israel and that colonial entity is fecked.

Trump has no off ramp. US acts like it can end the war when it wants, it can't. Iran is going to pummel Israel and all US bases in the Middle East. Trump has to be humiliated, so the whole world knows the US lost against Iran. Iran cannot risk letting US + Israel off the hook as they'll come back again and again. I'm surprised oil price isn't back over $100 but it will surely go there. To see the news in the UK from the mainstream media you'd think the US + Israel are winning the war.

Even if Trump wanted to end the Iran War, which I don't think he does, Iran needs to make US and Israel pay a high price for starting the war. It needs US bases permanently removed from the Middle East. Trump is only talking about ending Iran War to buy time. 'Depleted, US moves Patriots, THAADs from South Korea to West Asia': https://en.mdn.tv/8xV0

Oil price has dropped but mainstream media is wrong about Iran losing the war. So far it has been very successful. Even Russia + China have never destroyed US bases. Must be hundreds of US military casualties - some of whom have been shipped to Germany. Again, nothing in the mainstream media about this.

Well, I take no pleasure in being right about the oil price rise. This illegal war is a disaster for billions.

I hope regular posters don't mind my putting this link onto this BB. John Mearsheimer is a level-headed analyst. Here's his view on the Iran War. Even if you don't agree, its worth knowing just to avoid confirmation bias. Mainstream media really is pumping a fake narrative imho. https://mearsheimer.substack.com/p/big-trouble-ahead-in-iran

The current oil price appears to be predicated on the belief that the Iran War will be over in 4-5 weeks, as Donald Trump has been suggesting. However, one expert Professor John Mearsheimer (who predicted the Ukraine War that the fact that Russia was winning it long before it became obvious that it was) states it set to go on much longer.

Here's a prediction from Goldman Sachs on oil hitting $100+ if that happens. The source is here: https://oilprice.com/Latest-Energy-News/World-News/Goldman-Sachs-Hikes-Q2-Brent-Oil-Price-Forecast-by-10.html

“If Hormuz volumes were to remain flat for 5 additional ‌weeks, Brent prices would likely reach $100, a level associated with larger demand destruction to prevent inventories from falling to critically low levels,” Goldman Sachs analysts wrote in a note on Wednesday carried by Reuters.

Che7win,

I agree. Oil price is set to go much higher from here. Maybe the traders believe the propaganda put out by the mainstream media? The US military must have taken far higher losses than 6 dead. I'm seeing figures of 500+

The US and Israel are going to lose this war, but not before much more bloodshed. The Straits of Hormuz are now closed.

This war isn't going to be over in a couple of weeks. Iran is set to make the US feel real pain economically and militarily over the next few weeks. Oil surely hits $140 + a barrel? Interested to get the views of more seasoned players in oil. Thanks.

I believe the RSSB will soon be pushing for wider deployed of Seeing Machines tech in the Rail industry. I'm sure the completed trials have shown it makes a difference not to mention the experience on the Croydon tram: https://www.rssb.co.uk/about-rssb/key-industry-topics/fatigue-and-alertness/supporting-drivers-monitoring-attention-and-alertness

As I had previously hoped, Peel Hunt has upgraded. In a note out today Peel Hunt increased its price target to 4p from 3p. Very obliging of Mr Market to bring the price down from 6p in the meantime.

Interesting stats from the RAC on drink driving in the UK: https://mail.google.com/mail/u/0/?tab=rm&ogbl#inbox/FMfcgzQfBstJqMtDMKvGQXrTGRTcqJfp

SEE should be engaging with the RAC on what it's doing to prevent this. Can't be long before an OEM uses SEE's tech - which is probably way ahead of SEYE's: