Member Info for Maplinman

NikNak,

Misquoting me then lacing that lie with sarcasm is unfair. Still, take your best shot.

Btw, you actually doubted Gen 3 would be launched, may I quote you re. your CES prediction: "It will be the same old crap collaborations that equate to nothing."

That doesn't preclude putting out figures for purchase orders. They were mentioned previously by PM.

I can't deny that the RNS fails to do justice to this pivotal development; the launch of the Gen 3 Guardian. Yet, even the launch was something that some knockers had publicly doubted. Would you like salt with your humble pie Baxter et al?

I certainly hoped we'd hear more about the substantial purchase orders that PM told us about months ago, without that the share price is unlikely to respond as I wanted. Still, perhaps our partners will demonstrate how to effectively PR SEE's cutting-edge tech over the next few days.

Re. Cipia,

I'd have thought Cipia would be negatively affected by the war in Israel/Palestine. Some OEMs/companies might think twice about using tech from a country that is embroiled in a war, which may soon face international sanctions for genocide. That said, the same caveats might be said to apply to Mobileye - although it still is mostly owned by Intel. There is also the impact of the war on the Israeli economy to be considered...from what I read staff retention and recruitment could also be an issue for Israel if the war continues to escalate.

niknak,

firstly, i said it could double. that depends on them putting substantial contracts alongside the launch of gen 3.

secondly, i doubt you hold any see. why would you come on here to **** off the company you own just when its cutting-edge tech is being demoed at ces?

for those that do hold, you may want to watch this today: https://www.youtube.com/watch?v=tozavllqzmo

Baxter,

If SEE announce details of Gen 3 alongside substantial Purchase Orders (as already indicated) I think the share price could easily double next week. That's apart from any news re. auto, which is also coming.

Is that why you're turning more positive Baxter, my old China?

This is a perennial dog. If you seriously want an undervalued share that is going to rocket this year, take a look at Seeing Machines (SEE). Next week is the CES show in the US - there will be lots of news. Before you buy DYOR, of course.

Aaron,

That's very fair. I think the management has done a superb job in developing this business. Naturally, frustration at the share price has embittered investors at times. Yet, finally, 2024 has to be the year that the market starts to recognises the value of this stock. Wishing all investors and the hardworking staff at Seeing Machines a Merry Christmas and a Happy New Year!

Latest blog from Safesstocks doesn't pull its punches, quoting Peel Hunt note. TKO v. Smart Eye.

https://www.safestocks.co.uk/2023/12/22/peel-hunt-note-questions-smart-eye-and-seeing-machines-comparison/

Dream Machine,

As a newbie you may not be familiar with how many SEYE wins have subsequently been scaled back or lost; BMW, Jaguar, Audi etc. There is also talk of them losing Volvo.

It's also commonly known that SEE is very conservative re. the value of its wins, indicating minimum values, not 'going large' as SEYE does. For instance, in a note dated 10th May 2022 Cenkos analyst Mark Bunce wrote: "The ‘cumulative initial lifetime value’ of these award wins now up to A$345m/US$240m which we believe is predominantly based on conservative

minimum production commitments for initial vehicle models. However, with actual production volumes usually much greater than minimum commitments, and the technology already being seen on models beyond the initial award win, we believe the likely lifetime value of these awards is already considerably larger."

I fat fingered and forget to put the URL: www.safestocks.co.uk

Some comment from Safestocks re. the contract win today.

As Seeing2020 coined the phrase 'McDelivery', I may be infringing on his copyright by stating PM has delivered on his promise that we'd win sizeable auto contracts this quarter. Still, it is true. Moreover, I'm confident we'll have a lot more good news coming out of CES - not least the launch of Gen 3 Guardian. Those buying at these levels should have a lot to celebrate in 2024. Where is Baxter today? (In the soup?)

Thanks Baxter for your view, doubtless based on your customary level of deep research and forensic analysis. Given SEYE's track record I'm quite content to stick with SEE. If I had the funds I'd certainly be taking advantage of this 'buying opportunity'.

Aaron,

Well Musk did promise full self driving about 8 years ago, so I think he's telling porky pies. If he's smart he buys SEE and his sea of troubles becomes an ocean of opportunity.

This appears to be a relief rally, as a fundraise will give it some breathing room. However, I'm disappointed management tried to BS that a fundraise wasn't needed when it was obvious it was months ago. Unless you're heavily into this there are stocks offering good upside without the risks.

It was good to get an auto contract yesterday, although it was 'only' $15m minimum. However, I'm expecting a bigger one before Xmas as revealed by both PM and Ives recently. That ought to set us up nicely for the official CES launch of Gen 3. What kills me is the fact Stifel don't release their notes for SEE, although they do for other AIM stocks. Can SEE please do something about that? He who pays the piper and all..

Haggis,

Are you a reincarnation of ShortWhacker?

It's a jam factory that is now, finally starting to ramp up production. You can have it in 3 flavours; auto, aviation and aftermarket. But I've a feeling this brand won't be around for too much longer before it gets bought.

Here are 2 websites that provide stats on car sales. They are well worth bookmarking for future reference.

1) Bookmark this site for European figures: https://www.acea.auto/figure/new-commercial-vehicle-registrations-in-units/

2) When VW does launch with SEE DMS, our quarterly figures are going to go through the roof. The Volkswagen Group website displays the monthly deliveries to customers: https://www.volkswagen-group.com/en/deliveries-to-customers-15741

(Note that even trucks are provided).

Cheers to all. (Even you Baxter...lol).

Well Baxter,

I can appreciate your frustration but don't lash out at those who actually do some research and spend time and effort analysing where this is going. Even you must admit that the financials are improving and we've now 1.1m vehicles on the road growing every quarter.

I think a little bit more patience is required. Did you not read the RNS re. Collins? Have you not seen what it has developed for the aviation sector working with SEE? Gen 3 Guardian is going to be a game-changer.

I have this mental image of you in a kilt and sporan, gnashing your teeth at anyone who is positive on the business but, aside from the share price, the business has never been stronger. Give it to Xmas and if we've not had a big auto RNS and news of the Gen 3 launch I'll join you in dancing the Highland Fling on PM's proverbials.