Member Info for Maplinman

Wyndrum, I agree with your analysis. I'm in this as I spotted this a while back and am making money on this rise. Another stock that fits your analysis is Seeing Machines. It is due to go into profit in the next quarter and is the global leader in a fast growing sector. The risk reward ratio is very attractive. Good luck all holders here. I think this is going to succeed.

I should add that the £7.4m is a lifetime value. If Kia listens to its customers it will change supplier to Seeing Machines in due course. Given that all new cars launched will need camera-based DMS by Jan next year for 5 stars, this deal is the breadcrumbs from the loaf. I still expect SEE to have a minimum of 70% of that loaf.

It's just an upsell worth £7.4m with Kia or Hyundai. The big contracts clearly haven't dropped yet. As usual Redeye is trying to turn two vedge (and no meat) into a feast. We should tune into the Magna results presentation to get a more accurate market view.

Let's not forget Magna results this Friday (Valentine's Day for the romantically inclined). Hoping they'll be giving us clues about OEMs going for the mirror with SEE inside (aside from Volkswagen). Toyota need to get a move on and its the quickest way to ensure their cars retain their 5 star safety rating...

Baxter, I'm willing to bet that within a month you'll say something positive on this BB. You old curmudgeon....buy the Mrs a nice bunch of flowers and some chocs for Friday - that wee lassie has my sympathies. Then tune into the Magna results.

VW not hyperbole. Tayron should be appearing in showrooms in March. VW will be putting DMS into ALL its new cars by July 2026 so going for it. Now that Euro NCAP 2026 guidelines coming into effect numbers are going to rocket. The de-rampers saying 3m+ isn't impressive need to look at the opposition numbers.

Https://tobii.events.inderes.com/q4-report-2024

Nice link. Thanks.

The Tobii presentation was interesting. Predictably, the Tobii CEO claimed its acquisition Autosense was the market leader in DMS/OMS, despite having only 600,000k vehicles on the road. Fortunately, two questions, 30m into the presentation, blow that myth away. https://tobii.events.inderes.com/q4-report-2024...enjoy!! [Spot the Seeing Machines namecheck].

Here's that Youtube video...not very long. https://www.youtube.com/watch?v=p1vFGVatQxk

Kia EV9 camera based DMS is a little over sensitive, apparently: https://www.youtube.com/watch?v=gqu8KboN7Y0

Don't worry, I know a company that can help resolve a dodgy DMS implementation.

Thanks Seeing2020,

Useful article just wish Times reporter had named some of the car brands that are bringing this technology out with SEE; VW, BMW, Mercedes. They should also do a demo for Thatcham Research.

Good start to the month and augurs well for a rise in Feb. Both QC and Magna reporting in the next 2 weeks. Lots of OEMs behind the curve and they'll need to get DMS/OMS in ALL their new cars within 18 months. No time to dally for them given production timelines.

Fair point Escovido: I should have put a question mark - in my defence it was an early morning post. Speculation is permitted here, I hope?

I reckon that 305k buy yesterday at 4.35pm has Mr Ive written all over it. Enough already. Time to release some contract news. Some of us old lags want to hear about the progress of Gen 3 sales before he reaches his 11-15m target holding.

Here's the shortlist for that Award...DMS going mainstream now: https://news.thatcham.org/thatcham-research-announces-safest-car-of-the-year-shortlist/

Interesting that the Chinese model's DMS was rated so highly (okay, I know Volvo is also technically Chinese).

Good to see the importance of DMS being recognised by Thatcham Research in its safety picks for the What Car Awards. It mentions the Volvo EX30 in this clip at 4m 40secs. The Volkswagen Passat won the overall safety award. Interestingly, they've not yet tested the recently launched Volkswagen Tayron, which has SEE DMS in the rearview mirror. https://www.thatcham.org/volkswagen-passat-secures-safety-award-victory-thanks-to-well-rounded-safety-performance/

As we watch the trades, it's time to guess the purchase by Martin Ive. LittleLib I agree, Ive is in a rush. He clearly likes buying big in the January sales.

Many fund managers, investors and traders are waiting on the sideline for those RNS stating:

1) More auto contracts awarded

2) Passing 3m cars on the road

3) Guardian Gen 3 contracts

4) Breakeven/profitability on a monthly basis.

They should come in very, soon. Certainly, in H2.

That will be the signal for massive buying, which will cause a sharp spike in the share price. That coupled with broker upgrades will mean we're finally on our way.

Fair enough Gummo, I'd missed that comment: my apologies. We're clearly biased but anyone who has followed SEYE for a few years must realise they 'talk the talk' rather than 'walk the walk'. Still SEE have had a few screw ups in the past, hence 5 billion shares issued. Tobii's gaming chops are solid but I will stick with SEE for 2025. Ives is clearly in hurry to get to 10m+ shares on the cheap - almost as if he knows that an Amazon Gen 3 contract and breakeven will take us into double figures very soon.

GUMMO, are your by any chance related to CFP? Tobii bought Fotonation but are well behind SEE in automotive.

https://storage.mfn.se/proxy/tobii-ab-interim-report-q3-2024.pdf?url=https%3A%2F%2Fmb.cision.com%2FMain%2F2874%2F4056494%2F3074457.pdf

Smarter SEYE shareholders will be copying the actions of Mr Krantz and Mr Ives from now on; selling Smart Eye and buying Seeing Machines. It's not rocket science, is it?

3m by the end of 2024 was predicted many months ago: https://www.safestocks.co.uk/2024/05/08/seeing-machines-to-hit-3m-cars-on-the-road-this-year/

Personally, I'm more interested in Fleet numbers for Gen 3. Seeing Machines has the opportunity to go multiples of its current installations via Mitsubishi/Daimler channels and direct via Shell/Amazon this year - quite aside from EU demand. What I'd like clarity on is the production volumes for Gen 3. A special video on the Gen 3 scale up could really boost investor understanding of the land grab that is underway. I also hope Stifel address this in its next note. Too much is being left for investors to guesstimate when SEE should be educating fund managers who would then be buying stock.

Anyone care to hazard a guess as to the likely impact of a Gen 3 deal with Amazon on our share price? No wonder Ives is filling his boots. Meanwhile the sharks in the US are keen to make money from tired Amazon drivers: https://www.becauseyouwanttowin.com/examining-driver-fatigue-and-its-impact-on-amazon-delivery-accidents-in-alabama/