Member Info for Maplinman

DR777,

Nothing I've said is misguided. You might not like it and that is fair enough. Ironically, the mainstream media doesn't cover these issues they are more interested in twisting them. Remember Iraq's weapons of mass destruction that turned out not to exist? I think an occasional foray into geopolitical/economic issues that will have an affect on markets is permissable.

ISB, you shouldn't believe everything you read in the mainstream media. Russia isn't going to make peace with Ukraine until it surrenders. EU is going to sell out Greenland. UK, France and Germany are vassal states to the US. All the rest is just smoke and mirrors. And SEE is going to be bought for a shedload of money. Keeping it real for you.

This is one of the reasons I believe Seeing Machines will ultimately be sold to a US company, not a Japanese one (and certainly not a Chinese company). It's technology is of strategic importance to the US. Australia is in the 'Five Eyes ' intelligence network and knows the score. Japan, like most of the Western European countries, is a vassal state. That said, I do expect Mitsubishi to make a bid before long.

Mikey, firstly let me say thanks for all the hard work you've put in researching news for SEE.

Re. Trump, I don't think there is much chance of a tariff war as Europe will fold. It's obvious to me that the EU + UK have been reduced to US vassal states in practice. Denmark is going to be sold out, like Czechoslovakia was in 1938 - only Denmark's political elite (like that in the UK, Germany and France) is culpable for building up the fiction that Russia wanted to invade Western Europe, while publicly stating Europe was too weak to protect itself. All Trump's moves should be seen as moves in a game of chess to win back US global hegemony. If that means dispelling the notion that the EU is an equal partner, so be it.

Mikey, firstly let me say thanks for all the hard work you've put in researching news for SEE.

Re. Trump, I don't think there is much chance of a tariff war as Europe will fold. It's obvious to me that the EU + UK have been reduced to US vassal states in practice. Denmark is going to be sold out, like Czechoslovakia was in 1938 - only Denmark's political elite (like that in the UK, Germany and France) is culpable for building up the fiction that Russia wanted to invade Western Europe, while publicly stating Europe was too weak to do it. All Trump's moves should be seen as moves in a game of chess to win back US global hegemony.

Urban,

The house broker Stifel forecast (in a note published on the 6th January) a pre-tax profit of $8.6m for this financial year (ended 30th June). We also have the big follow up order from Amazon that I expect to drop in this quarter.

Scott is good on retailers but he's clearly not up to speed on the true value at Seeing Machines. But he does admit it was the most popular reader share on his reader poll. Says he isn't negative just doesn't know how to value it. I've no doubt that in a month or so Paul Scott will be wishing he'd bought this again at 5.5p

Totally agree, Chutzpay and Numpti. Thatcham Research used to make the point about not all ABS being equal years ago and doubtless they'll be saying the same about DMS/OMS.

Parkers (very influential car website) has KIA EV4's DMS as a reason not to buy the car. Apparently, "its driver monitoring system is rather irksome": https://www.parkers.co.uk/kia/ev4/review/

Isn't that supplied by SEYE? Of course implementation is important and one shouldn't blame the self-proclaimed 'King of DMS".(the Trump of DMS??)...ha, ha!

This is huge and is a vindication for the visionary Tim Edwards and the fantastic crew at Seeing Machines. If he was a show-off people would be calling him the next Steve Jobs. I take it that it is now officially okay to mention 'robotics' on this board. Seeing2020 I think it is time to revive the 300p club.

Isn't it about time we had a few more contract announcements? Asking for a friend who is impatient to become rich. We were promised them and Paul McGlone is a man who delivers.

Valuation isn't an exact science, there are lots of possible ways of valuing the business and at the end of the day SEE is worth whatever anyone is prepared to pay for it. Personally, I find 50p far too low a figure for the end of 2026 given its now going to be increasingly profitable, with a clear line of sight to huge future profits. Let's not forget Seeing Machines is:

1) The global leader in interior monitoring in cars both in terms of tech and volume

2) Is leading in interior monitoring in 'driverless' cars

3) Is developing pilot monitoring with Collins Aerospace, is used in simulators with CAE.

4) The Guardian business is potentially huge, not just in Europe but globally, and it has the best system

5) It has widened its Total Addressable Market to include motorbikes

6) It is moving beyond cars (mobile robots) into collaborative robots (cobots used in industry) and security with Mitsubishi.

7) Its perception stack will end up in humanoid robots.

I've seen shares with less promise go from 5p to pounds in under 18 months. This can easily do the same, especially when large cap companies are likely to compete for the right to buy it.

Seize,

I think a lot of fund managers who've hitherto hesitated investing due to it not being profitable will now jump into this stock. Similarly, the likes of Peel Hunt will surely have to upgrade. The momentum appears unstoppable with huge increases in royalties baked in.

Brockwl,

Your track record, of ramping and deramping based on your trading position, is clear for anyone to see who reads through your previous comments. 'Nuff said.

A billion pounds for the global leaders in mobile robot perception? That is chickenfeed.

Very positive interview and refutes the nonsense spouted by traders on here. From here on in Seeing Machines is profitable. That's something that ought to garner a lot of attention from both fund managers and PIs.

Heathcliff, your history of posts is clear evidence of your worth to this board. At least Brockwl admits to trading this and tries to obfuscate with some level of skill.

Heathcliff, any depth to your analysis is certainly wanting. Do you ever look anyone in the eyes or are you permanently stopped from constantly kissing trader Brockwls chuddies?

Have the courage of your research and the sense to recognise a bargain when you see one: www.safestocks.co.uk

Mitsubishi Electric will surely be going large with this at CES: https://www.mitsubishielectric.com/en/pr/2025/1216/