Member Info for Maplinman

I too lament the lack of an effective comms strategy to PIs even while management trawl round to IIs. However, very few AIM stocks really bother to communicate with investors -- usually only when they want cash. (Btw, why an Oz company that is listed in London and has most of its investors here can't webcast to us I don't know. Chariot Oil did it quite well recently. US companies do an earnings call every quarter.)

Yes, the share price stinks but this is fundamentally a very good business, a world class one. As and when more contracts are announced the share price will rise.

Let's take a leaf out of Lewbo's book and try and get proof of how well SEE is doing by scouring the web/companies for news. He really goes the extra mile in finding useful info.

Nice to see Directors' buying. Skin in the game is important. Far too often management of a small plc treat the company they manage as their own private property without having a significant stake.

On retrospect it was a bit cheeky of a newbie poster on this thread to talk like that....got a bit lonely...lol.

Am I talking to myself? lol

Maunby have virtually sold out its stake down from 4.7% to 0.95% according to this RNS today: https://www.investegate.co.uk/byotrol-plc/rns/holding-s--in-company/201811131600162397H/

The weird thing is it wasn't listed here: http://byotrol.co.uk/investors/

May I suggest an update is needed?

Nice to see some Chairman buying: https://www.investegate.co.uk/byotrol-plc/rns/director-pdmr-shareholding/201811131120362037H/

With buys going through since 9th, Ruffer must be at around 35m now? (about 8.1%?).

It appears that Ruffer are reducing their holding: https://www.investegate.co.uk/byotrol-plc--byot-/rns/holding-s--in-company/201811121705231104H/

Explains why so many being bought without the price going up, I guess.

jbrierly1,

Seeing2020 has consistently delivered deep insights into SEE. One person's negativity is realism to some others on this board. Free and fair debate shouldn't be stifled, imho.

Unfortunately, SEE doesn't comment on rumours and any cat pooping would be covered by an NDA. Meanwhile Smarteye claims it has 7 separate cat poops...(but in reality it is just one fat cat dropping a motherload).

Visteon seem pretty confident about their relationship with Mazda ;)

http://blog.visteon.com/2018/08/visteon-in-japan-perspectives-on-future.html

I held for a few months over 3 years ago but luckily sold as they weren't delivering. Can anyone tell me who the Cenkos analyst covering this was? Did he ever put out a sell on them? Thanks.

Here's a novel idea: how about Ken, Jack and the other directors actually going into the market and buying some stock like us? If they'd put a chunk of their money into this stock I'm sure they'd think twice about a comms strategy that is more effective in getting the share price to reflect the value of this company.

Safestocks wrote this back in the day, re. BMW, prompting SEE to publish an RNS.

http://www.safestocks.co.uk/2018/03/08/seeing-machines-wins-bmw-contract-worth-between-us125m-to-us250m/#comment-5931

Thought this might be of interest: https://www.bloomberg.com/news/features/2018-09-19/toyota-s-vision-of-autonomous-cars-is-not-exactly-driverless

When SEE provides confirmation it has cracked Japan this will take off again. Toyota is key to that.

I wondered if any holders had a view on Jack Boyer? He was a NED with MITIE.

Thanks in advance.

Is there any substance to this: https://falconstocks.com/articles/readingmarketmakers.html

In my view it's not our posts that have driven this down it is down to the way SEE has communicated to the market.

I came across this article: https://www.stuff.co.nz/business/106884518/silent-killer--the-transport-industry-gets-a-wake-up-call-over-fatigue

"Australian company Seeing Machines aims to have 2000 of its face monitoring software units installed in New Zealand commercial vehicles by the end of the year, and Woolworths is insisting that new carriers delivering to its supermarkets have them fitted."

What is needed here is hard-headed analysis. Thankfully, Seeing2020 is doing lots of heavy lifting and I respect that he not only does the research but tells it as he sees it.

This is outstanding analysis. Thanks Seeing2020.

A move out of manufacturing Guardian Gen 2 and instead licensing Fovio chip could be very positive for improved gross profits despite the drop in revenues -- as you've previously pointed out. It would also free up engineering resource for auto, I'd imagine.

This reads like a marketing brochure ahead of a placing for SmartEye. It is noticeable that he excludes Toyota. Its clearly in the bag for Seeing Machines - but that wouldn't do much for Smarteye's share price. BMW chose Seeing Machines DMS and then told 3 Tier 1s to use it. I agree, it must be great to have a broker actually promote your company with a note. I remember the days...Must be a good reason why ours are keeping quiet.

I hear Elon Musk is offering a great deal on a large flat on a prime location. Even offering free one way transport. You ever been to Mars, Seb?