Member Info for Maplinman

Trust me on this, filtering ISB will remove a nuisance poster who I'm sure doesn't hold this stock.

Brockwl,

You focus entirely on negatives, gazing into the rearview mirror at H1 results.

ASP at $9.01 is a lot more than its competitors. Nor does this figure allow for the premium that SEE would achieve for 3D interior monitoring.

Improved cashflow courtesy of receivables funding enables faster growth as demand for its its tech expands dramatically. We're talking Guardian and new products for BdMS in particular. 50% discount is overblown for a low-risk company but it's okay as its your model and you can make the figure up as you see fit.

You've not tried very hard to be positive. We'll be getting big orders for Gen 3, BdMS is expanding, Robotics is the big area that you've chosen to ignore despite SEE having a perception stack that is in demand. Peter McNally from Stifel is positive, so is the ex-Cenkos broker, so is Peel Hunt. I doubt you know more than all 3 of those analysts.

ISATony,

You're less engaging and equally useless. Binned.

Baxter, it is with regret that I've been forced to filter you. You've played the part of an aggrieved shareholder very well but failed even once to produce any research. All you do is moan and criticise those that do hold this share and conduct research. I wish you every success with your trading but try to do it without losing your integrity, as it possible.

Chutzpah, lovely find re. Croydon trams upgrade to Gen 3 Guardian. Hopefully, it bodes well for other contracts from trams/railways. There was mention also of Hong Kong recently, I think, and we are conducting trials on British trains: "The trial is running on LNER, C2C and DB Cargo operated trains. The equipment (provided by a company called ‘Seeing Machine’) and is installed on a limited number of trains and activates when the driver shows signs of fatigue. "

There was some initial opposition from the RMT - not sure how the trial is progressing.

https://www.rmt.org.uk/about/health-and-safety/health-and-safety-circulars/train-driver-in-cab-attention-and-alertness-monitoring010825/#:~:text=RMT%20driver%20member-,TRAIN%20DRIVER%20IN%20CAB%20ATTENTION%20&%20ALERTNESS%20MONITORING%20DEVICE,relating%20to%20in%20cab%20technology

Bonzo,

Can you reiterate why you think Herald is selling? It seems a very small amount, it might just be a private investor selling.

ISB it's one thing to dispute figures but you should leave someone's family out of it. I've been wrong about the price action on this and am fully up for being criticised. However, I believe the investment thesis still stands, which is why I bought more at 3.17p today. Holders are close to being vindicated and before selling up in fear, I'd urge any investors who are unsure about the prospects of this company to conduct more research. Good luck to all holders.

Licensing our perception technology to chip companies + companies building robots will be a very profitable business. That's why car companies are moving into this area and that's what is going to get us bought for billions.

Great to hear PM confirm SEE is working on robotics applications for its interior 3D sensing platform. This is going to be huge. Watch the interview here (11m 30 secs): https://www.proactiveinvestors.co.uk/companies/news/1087548/seeing-machines-ceo-and-cfo-on-h1-trading-update-upcoming-ebitda-inflection-point-1087548.html

Aconceptisabrick,

Here it is: www.safestocks.co.uk

Can't resist buying in a sale. This will bounce as people realise it's a huge buying opportunity before Q3 KPIs and other news comes in. Stifel confident. In a note issued this morning, analyst Peter McNally wrote: "We think investors should make the most of the current weakness. We maintain

our target price at 10.5p. Buy."

i don't think it will be. q3 kpis will prove this is a jam factory. buy while this is on sale baxter...you had me fooled, i thought you were an honest, but ****ed off , investor. but you've admitted you're a trader. very clever.

Rest assured in a few days they'll be boasting about how they bought today. Personality disorder, yes. No integrity, yes. Shorter...no. I don't think you can short this very easily.

All the derampers are now buying, while a few nervous nellies sell. In 3 months this will have doubled.

Despite Martin Krantz boasting Smart Eye has the "biggest market share" in auto. Smart Eye is still unwilling to produce quarterly KPI figures for autos produced and sales of its truck DMS, called AIS . This is a deliberate attempt to hide the fact it has been outpaced by Seeing Machines. All the talk of design wins yet many are not going into production, as noted in this question at 43m 30 secs in today's presentation: "You previously stated in Q3 that approx 40 models would come into production in Q4, why is it such a big deviation?" They only had 20 car models going into production. MK waffles on about the auto industry having problems and closing factories. He needs to get his story straight if he is going to try and BS investors.

Here's the link to that interview: https://www.redeye.se/events/1144486/live-q-smart-eye-13

Despite Martin Krantz boasting Smart Eye has the "biggest market share" in auto. Smart Eye is still unwilling to produce quarterly KPI figures for autos produced and sales of its truck DMS, called AIS . This is a deliberate attempt to hide the fact it has been outpaced by Seeing Machines. All the talk of design wins yet many are not going into production, as noted in this question at 43m 30 secs in today's presentation: "You previously stated in Q3 that approx 40 models would come into production in Q4, why is it such a big deviation?" They only had 20 car models going into production. MK waffles on about the auto industry having problems and closing factories. He needs to get his story straight if he is going to try and BS investors.

SEE ought to be going up on the strength of poor SEYE results.

The 37p was just an illustration. I don't think we get a broker upgrade like that before Q3 and bigger Gen 3 contracts come through + Magna issue is sorted - not that any analyst (whose notes I've read) thinks it won't be dealt with. Moreover, we could get a bid out of the blue - Bosch didn't telegraph its interest in acquiring SEE 8 years ago - and it is in much better shape now than then.

Sure, broker and especially house broker target prices need to be treated with scepticism very often. That said, I can think of examples where the broker forecasts lagged the share price rise -- that happened to SEE a few years ago. There are exceptions to all these rules. SEE is still a very undervalued beast, imho.

Singer will definitely be producing a very comprehensive 'Initiation note' in the very near future. Most likely, shortly after the results next week. I expect it will produce the most punchy Target Price of all the brokers covering SEE, even when Peel Hunt upgrade. For example, both Stifel and Singer cover EKF Diagnostics. Stifel's price target is 35p and Singer's (as house broker) is 37p. In the past we did also receive coverage from Berenberg, Cenkos and Panmure Gordon. I know there have been some takeovers but tech analysts should be encouraged to follow this story as we are now a jam factory.

Brockwl,

At least be honest with the readers of this BB and admit you're a trader. Your view alternates between positive and negative depending on whether you hold or don't hold this share. I have nothing against traders but what I don't like is someone who tries to manipulate others for their own benefit. I'd not sacrifice my integrity for a profit but feel an obligation to tell the truth as I see it.

You're wrong Brockwl. Proves how much actual field research you do. Stick to playing with your Excel spreadsheet but remember: garbage in = garbage out.