Member Info for Maplinman

I assume some of the partners don't want to spoil their surprises. Hopefully, Colin Barnden will be giving us some juicy updates.

Seeing Machines appears to be working with Mitsubishi on Cobots (Collaborative robots) in an industrial setting. It is an area that Texas Instruments is also interested in: https://www.ces.tech/podcasts/inside-innovation-texas-instruments-a-ces-tech-talk-special-edition/

In the interview the CEO states: "Dr. Ahmad Bahai (23:48):

Yeah, very interesting question, Melissa. A robot like AI, it's been a technology in progress for many decades. And we see that thanks to a lot of advances in semiconductor and in algorithms and in connectivity, a robot is becoming more and more efficient and coming to the point that unlike the past that where robots were in a cage doing a repetitive work of manufacturing lines and not working with humans because of safety issues, now robots can work side by side. That's what we call it, cobots, right? I mean, collaborative robots. And that makes it very challenging because now you need to have a lot more intelligence to make sure that the safety is not compromised when robots are working next to humans and going, walking or moving on the floor with humans around them, that means a lot more sensitivity and a lot more capability of checking and sensing what's going on around robots. "

News from CES should send this still higher. Plus we should have broker notes driving more institutional buying. Even the technicals are looking rock solid according to Trading View: https://www.tradingview.com/symbols/LSE-SEE/technicals/

With QNX tech in over 275m cars, this is clearly a potentially powerful channel to market for SEE and one of many it has in the automotive space: https://feeds.issuerdirect.com/news-release.html?newsid=6103285839333678&symbol=BB,BB:CA

I'm expecting lots of partner to announce developments using Seeing Machines tech at CES. For instance, QNX:

https://www.theglobeandmail.com/investing/markets/stocks/BB-T/pressreleases/36506205/qnx-to-showcase-innovations-for-software-defined-vehicles-and-mission-critical-embedded-systems-at-ces-2026/

Nice work Aaroon + David,

I guess as the market for interior monitoring grows, and we expand into other markets, we'll see many more fraudsters/DMSwashers coming into this market, as well as traders trying to mislead/manipulate us. Well, SEE has its moat and ours as private investors should be the years of research we've collectively carried out.

I'm assuming news that is going to be released at CES is leaking, prompting increased buying. That said, I've seen a mention in the Wall Street Journal from one of our investigative PIs. Anyway, seasons best wishes to all holders and SEE staff. Enjoy time with your loved ones and let's hope 2026 finally delivers what we've been waiting for.

Thanks Aaron,

Yes, three good mentions of Seeing Machines in that Valeo brochure for CES. The use for a heads up display is also very interesting. What blew me away was it seems to be finally going into motorbikes/scooters. All those crazy Uber Eats and Deliveroo riders could benefit. I believe approximately 50m scooters/motorbikes are sold each year across the world.

A while back I mused about the opportunity of SEE tech being used in motorbikes/auto-rickshaws in India.

It seems that Valeo is bringing SEE's tech into Indian scooters from its CES offering: https://www.valeo.com/en/valeo-at-ces-2026-las-vegas/

https://www.valeo.com/wp-content/uploads/2025/12/Valeo-CES-2026-Press-Kit-1.pdf

Lots of robots will be launched at CES, along with a some innovative humanoids. https://www.ces.tech/articles/robotics-at-the-forefront-what-to-expect-at-ces-2026-and-beyond/

"CES 2026 will not only showcase the latest in robotics but also reflect a broader trend: the evolution of robots from tools of efficiency to companions of empathy and intelligence. As nations invest in robotics as a strategic priority and companies continue to innovate, the future promises a world where robots are not just machines — but meaningful parts of our daily lives."

Beautifully ironic. But don't get me started on injustice...

Carmakers continue the move into robots: https://ir.aptiv.com/news/news-details/2025/Aptiv-and-Vecna-Robotics-to-Develop-Next-Generation-Autonomous-Mobile-Robots/default.aspx

C'mon PM give us peasants some news, so that we can afford to eat pheasant (or chicken or duck) this Xmas! If not, I may be forced to become a poacher like my long lost great, great grandfather James Unwin: https://convictrecords.com.au/convicts/unwin/james/47813

This development will eventually impact industrial cobots ability to identify and work more effectively with humans who've had a skinful. Indeed, as Escovido pointed out, Mitsubishi is already working with Seeing Machines in this area and the roadmap appears clear to me.

Re. robots, let's not forget that Tim Edwards would disagree with your Luddite sentiments Brockwl: "In 2000, Tim co-founded Seeing Machines with three colleagues, to deliver on the fundamental insight that cars would be the world’s first true autonomous robots." https://seeingmachines.com/staff/tim-edwards/

So forgive those of us who increasingly talk of Seeing Machines enabling perception in robots, and get excited about that vision becoming a reality.

Brockwl,

You remind me of the guy I knew who told me the internet would go the way of CB radio in 1993. Has trading this stock impacted your willingness to conduct research?

You should pay attention to the robots. At CES you'll see a lot of launches. When SEE announce deals in that area it will take SEE from pence to pounds. It's all pretty logical which is why I'm shocked at the negativity regarding these thoughts. My only fear is we get bought before it happens.

I bet Collins Aerospace cannot wait to get this latest development into its Pilot Monitoring tech. https://www.thestreet.com/travel/japan-airlines-drunk-pilot-apology

Bloo,

You are a piece of work. You add nothing to the board and are now in the bin along with CFP.

Urban, unlike you I do conduct extensive research. In future keep your childish comments to yourself.

Urban, this is a bit more complicated than playing around with a calculator and requires research. The value to be unlocked here makes this worth pounds, not pence. It is becoming more obvious by the day.

Great find Schlemeil,

This technology has applications far beyond cars, as Mitsubishi + Seeing Machine of course realises. It is the reason SEE is worth many billions of dollars as a takeover target. Here's a flavour re. Maisart AI: smart factories, care and security applications etc: PM did mention some of these user cases. https://www.mitsubishielectric.com/rd/maisart/index.html

For me the ultimate case is humanoid robots, which Mitsubishi is working on.

Industry players will know SEE is powering this tech, even if the general public and many PIs are clueless.

Were SEE to announce a license deal for the use of its perception stack in a humanoid robot this could multi-bag many times over in a matter of weeks. Also, when this announces breakeven and hits 10p the market cap will be over $0.5bn, making it investable for many more US funds. Realistically, I still think 70p is possible...a bidding war could then see it go for much more.

Don't get me wrong, Autos are important, as are trucks. But...humanoids are where it's at for a $10bn+ valuation...At CES 2026 I'm hoping we get a license deal for Seeing Machines perception stack. Any number of chip manufacturers could announce something along these lines but I'm optimistic that Aaron's research re. EnCharge results in a world first AI product that can deliver humanoid perception at scale. Things are accelerating...don't get too used to a single digit share price.