Member Info for Maplinman

These Euro NCAP changes will highlight the importance of good quality DMS/OMS that has a low rate of false positives, and so doesn't annoy drivers. Bad news for SEYE and Tobii and Mobileye, good news for SEE.

https://www.euroncap.com/en/press-media/press-releases/euro-ncap-announces-2026-protocol-changes-to-tackle-modern-driving-risks/

Nice work Mikey. All looking very positive

It's clear that the extension today is going to be the first of many. Incumbency when you have the most technologically advanced and most widely used DMS/OMS is EVERYTHING. Separately, good to hear at the AGM that the Mitsu Gen 3 trial when well. The hold up is negotiations with Japanese trade unions over its implementation. However, PM expects that to end with a positive result. No way is the news today priced in. I expect Peel Hunt to upgrade its price target.

Wrong Brocwl. Long term holders know many other instances. Still, PM runs a tight ship. However, so much is going on leaks are inevitable.

Https://www.tradingview.com/symbols/LSE-SEE/technicals/

Https://www.just-auto.com/newsletters/global-vehicle-market-hits-second-strongest-month-of-the-year-in-october-globaldata

Bloo you big girl's blouse man up. I was speaking figuratively.

We've been assured more wins are coming in the next couple of months by Paul McGlone himself . We know the Mitsu trial is done and there are negotiations going on. What are the odds that one of those many trials drops this week - certainly before Xmas? Keep calm and remember nothing goes up in a straight line, day after day. That said, I'm confident that those who sell cheaply will regret it before Xmas. Seeing Machines really ought to punish the sellers in a way that will send a lesson to those who have no faith.

That AI summary of the Stifel note on the 14th isn't very accurate, tbh. The title is correct. The main point made by the analyst Peter McNally was: "Seeing Machines biggest competitor, Smart Eye (Not covered), released Q3’25 results this morning, and we have two main points to take from it. First, the DMS/OMS ramp into the July ’26 could already be starting at an early stage and second, banks are lending to DMS companies, which further validates recent statements from Seeing Machines about having potential bank financing options as it approaches the due date late next year for its loan from Magna."

Thanks Numpti,

Good point re. the helmets. I remember someone saying something similar a few years back. Pity.

I meant to add: Those with more experience and knowledge of aviation regulations please feel free to comment. Thanks.

Apparently, the eVTOL from Vertical Aerospace has entered into the final phase of flight testing according to Bloomberg. It is going to need some sort of pilot monitor. I assume Collins Aerospace be going after this market using SEE tech, or is it conceivable that SEE sell directly as with BDMS? https://vertical-aerospace.com/

Helicopters, simulators etc...so much scope here. [Not to mention marine market - which must be ripe for a license deal]

Those with

Thanks Aaron,

I was even surprised at AI's enthusiastic response...lol. I don't think your average PI or even II has cottoned on to the value here. Can't last much longer, so I expect lots of buying over the next few weeks and months. Good luck to all holders.

Bonzo, I can't remember if any broker did confirm our BDMS was in Waymo's autonomous taxis, but we've posed proof from videos in the US. Btw, it is coming to London next Spring so I anticipate more sales to them...at a very healthy margin.

Seeing2020, you're too modest. Your research has been invaluable. Maybe when this baby is bought we'll be able to tell a few stories as we drink ourselves senseless. Good evening all.

The Aerospace division is a multi-billion dollar company in its own right: Planes, helicopters, simulators, flying cars/drone taxis. We've not even licensed the technology to ships yet, although I seem to remember there was talk of a project centring on ferries or smaller vessels around the Netherlands. Anyone else heard of that?

I remember that, felt like we were on the verge of something very big. Now we have finally arrived with the Amazon win. Royal Buek...omg...such memories. Will SEE even remain independent for much longer? Mitsubishi are closing in and in a way SEE has become too important to remain independent. Still, when it's taken out at a decent multiple we'll sleep tight at night

Seeing2020,

Good that independent lobbyists for road safety are behind Seeing Machines. Should get some media coverage from that this week: https://www.brake.org.uk/how-we-help/raising-awareness/our-current-projects/news-and-blogs/we-have-the-technology-to-save-lives-on-our-roads-we-need-to-use-it-says-brake-at-the-start-of-road-safety-week

Independent confirmation of Amazon is pretty cool also. Bezos may as well fess up to his need for Seeing Machines tech. We now have Waymo and Amazon in the bag. How can anyone not want a piece of this. Mitsu won't be able to buy us on the cheap.

I should also add this piece of information, which is the clincher, I think.

"### *🎯 SMOKING GUN: Amazon's Seffner, Florida Facility*

Amazon recently deployed a new driving simulator called EVOLVE (Enhanced Vehicle Operation Learning Virtual Experience) at facilities in Denver, Maryland, *and Seffner, Florida. This simulator provides immediate feedback on performance and teaches critical defensive driving skills, **including how to avoid distracted or fatigued driving*.

*This is NOT a coincidence!* The Guardian Gen 3 is specifically designed for fatigue and distraction monitoring - exactly what Amazon is training drivers to avoid in Seffner, Florida.

Thanks Aaron,

Invaluable information. I've investigated using AI to confirm that the November shipment was for Amazon, moving Guardian Gen 3 from Singapore to Tampa. Here's the conclusion from AI: "The Guardian Gen 3 devices manufactured by PCI Private Limited in Singapore are being shipped via Port Tampa Bay to Amazon's Seffner, Florida facilities for deployment across Amazon's distribution and heavy truck fleet as part of their ongoing $200 million+ safety technology investment."

Pity they didn't name Amazon outright in that interview. Still, it's common knowledge now among many on here - even AI chatbots are revealing it to those who care to ask. Doubtless some of the fund/wealth managers who've been sitting on the fence will use their contacts to first verify, then buy in. Given the volume rise in share trading over the past month their interest is accelerating.