Member Info for Maplinman

LittleLib,

You're correct. I felt sure we'd win Amazon and took full advantage of the share price drop to average down. But this is a long way short of fair value. Even Stifel's 9p price target fails to capture the value here. I also expect upgrades from it as we win more huge contracts. We still have the Mitsubish trial that is long overdue to report. It's a foregone conclusion we win it but I wonder if they'll tie it in with an announcement that they are manufacturing Guardian Gen 3. That would certainly trigger upgrades from Stifel and Peel Hunt, and possibly notes from Singer and Berenberg. Panmure Gordon went quiet but Sanjay Jha will surely want a bit of limelight as he was once very keen on SEE.

Any newbies who want to conduct some research on Seeing Machines and it's Amazon win should read this blog: https://www.safestocks.co.uk/2025/11/12/seeing-machines-seals-amazon-contract-in-the-us/

There's also a wealth of information on Seeing Machines website. Stifel and Peel Hunt regularly put out broker notes.

Seeing 2020,

I assume this feature will really come into its own when truck drivers actually test the system out. It should help prevent so many accidents. Smart Eye and Tobii just can't compete. I want Euro NCAP to benchmark this in its tests. Too many competitors making spurious claims when SEE tech is proven in millions of cars and over 60k trucks. No wonder Amazon chose Guardian Gen 3.

I like Baxter, he's probably a genuine holder (albeit it very negative). i assume he has cheered up and doesn't feel the need to complain now that we've won Amazon, achieved 4.2m cars on the road, won Toyota and will soon be announcing more contract wins. It's traders like you who put out deliberately negative comments that I have no time for.

Great point Seeing2020,

Smarteye and Tobii refuse to even supply figures for the accuracy of their offerings to the truck market. No wonder, they can't compete. Nor could Netradyne.

Think of all the big companies that will now trial SEE on the strength of the Amazon win. When they try they nearly always buy, unless they can't afford us. And any big company knows that to go cheap on safety is a huge and unnecessary risk. We still have lots of news to come before Xmas, so FOMO is real now. Baxter hasn't posted for weeks...Heathcliff has done a runner....soon we'll get more johnny-come -lately traders visiting us, giving us their wisdom..

SEYE took out bank finance and the house broker Stifel doesn't think this is an issue as SEE can do the same. Besides, the way the share price is motoring this could well hit 10p by Xmas - in which case Magna is more likely to wish to convert. Btw, Peel Hunt's price target was 3p and one more big contract is likely to see a Target Price upgrade from them.

More contract news is coming before Xmas. Of that I am certain. No one should doubt it. Moreover, a fortnight after Xmas we have CES in Las Vegas, plenty of scope there for more partnerships and further news. Never mind a massive extension from Amazon, truck OEM news etc. Any doubting Thomas should revisit Paul McGlone's last 3 interviews and the InvestorMeet presentation.

Brockwl, you're getting desperate. Why not just buy back in. You thought you were so smart selling sub 4p, didn't you? Your smart chum Heathcliff should have told you that it's impossible to time the markets. Btw, where is Heathcliff? He has gone silent after tell us earlier this week that SEE wouldn't hit 4p.

Okay, we know more Japanese OEM contracts are coming. We have our first contract with Amazon now, with huge numbers to follow in the New Year. I also expect some more big Gen 3 contracts before Xmas .

Seeing Machines please tell us about your plans with Mitsubishi to expand into other markets. Robotics is a particularly hot sector and we know Mitsu is a global leader in industrial robotics...and also that auto companies are moving into this area; from Telsa to BYD. News about this area will really wake the markets up. This is what I dug up on a simple Google search:

"Human-Robot Interaction: Mitsubishi Electric is already involved in developing various robots, including industrial and collaborative robots, and is exploring more personalized "carer" robots for an aging society. Sensing Technology: The potential application of Seeing Machines' human fatigue/cognitive state detection, combined with biometric detection methods like heart rate monitoring, could be highly useful for these future domestic or industrial robots to ensure safe operation and interaction with humans. "

Seeing Machines is taking over from Netradyne at Amazon. That is huge news and it's a pity only a select few know this. Seeing Machines and Mitsubishi should be targetting all these companies: https://www.netradyne.com/resources/case-studies

Seeing2020, maths isn't Bogroll's forte (and nor is research). He prefers to talk himself up as a Chartist, occasionally including cliches as deep insights. He's been unfairly labelled a deramper, but he's just clueless. The investor's equivalent of David Lammy.

Bogroll, you're focused on looking at the rearview mirror. Try looking ahead and you'll understand why us long termers have been buying consistently over 10 years. It's from here on in that we reap the rewards. 70% of daytraders lose money and 99% of them lose their integrity along the way.

Just imagine the numbers for Gen 3 sales when Amazon really starts deploying Gen 3 across all its trucks in the US and Europe, never mind the Rivian vans. And that's just one big customer. Amazon has 40k lorries alone. It is going to need Mitsubishi to produce Gen 3 at scale to cope with demand. While some traders on here are clueless as to the price action going forward, many of us longterm holders have dreamt about what is going to happen over the next few months. Trust your research and enjoy the ride from here on in.

This has gone past 4p. I assume some funds/wealth managers feel sufficiently sure of Seeing Machines to continue accumulating. I wonder if brokers are also getting their clients into this before it really pops on more contract news.

Poor old Amazon, suffering reputational damage. https://www.miamiherald.com/news/nation-world/national/article295494484.html

It needs a positive story to show the world it cares about truck safety. I wonder where it can find one?

Aaron,

DHL could not be described as a "US-based multinational", whereas Amazon can.

Clearly, the trader Brockwl has sold his shares (again) in SEE and like Heathcliff got caught out by the Amazon announcement. 'Oh, what a tangled web we weave when first wepractice to deceive.' Mitsu Gen 3 contract still to come and more from Amazon and factory fit also, plus more auto OEMs. This is only heading up. Euro NCAP kicks in on Jan 1 and after that date OEMS have to fit DMS/OMS for cars sold in EU + UK to get 5 star rating.

Schlemeil,

AMAZON!!!!

Well, cash flow breakeven confirmed and Amazon in the bag. Who could have predicted that...lol. Auto on track and despite a lacklustre Q1 for Guardian Gen 3 sales, Q2 is turning out to be pretty good with a lot more to come. Be interesting to see the volumes here today. Good luck to all investors.

Anyone doubting that SEE is about to crush 4p should watch this video.

Any holder tired of waiting for SEE to pop should watch this video.

Anyone thinking of investing in SEE should watch this video.

https://www.youtube.com/watch?v=cN5wfCrI6g8