Member Info for Matml74

Hypocritical or what.

You attack PM, SEE management on public forums regularly……. But have a little cry when it happens to your SEYE investment.

Yep no OEM’s want a connected cabin that they can monetise. They would prefer cheap dms that just does the basics not a solution with multiple features that will be essential in ensure OEM’s can capitalise on the occupants residing in their semi- automated vehicles.

Redeye’s grasp of the market is kindergarten level compared to CB.

Trading update is this week… Thursday 15th August.

The company stated in March in a rns that production of VW had started.

GSA have had a short on Avacta for years (mid 2021 they started their short. Just because it dropped below the 0.5% during 2023 doesn't mean they ever fully closed out. Doubt they will be trying to close out anytime soon.

"Also, the recently revised, lowering of the auto forecasts came as a bit of surprise."

Not seen this from the company. Can you state where the company advised of this...

The latest official notes from the company regarding auto was..... "As expected at the time of our last KPI announcement, we have seen strong growth return in our Q3 vs Q2 production volumes, and with over 744,000 units in Automotive production year to date, we can confidently expect our annual run rate to exceed 1 million this financial year and expand beyond that as more programs start production across our current won business.

In PM's most recent Proactive interview here reiterated 100% YOY growth in auto as well.

It’s not a risk. It’s a mandated safety equipment and the law won’t be reversed, and beyond that the eye tracking technology will be used by OEM’s as a revenue driver so they won’t care.

People push back against seatbelts for decades after they were introduced and some still do.

who gives a **** . only the traders which abound in this stock.

a growth company who has just raised at a dire valuation should be conserving cash at all costs even if there is vision of an incoming licence payment. cash is king, particularly in this funding environment.

Mobileye are Isreal based and have an mcap in excess of 20 billion USD and used by most of the large OEM's.

SEE really should dominate the aftermarket space in Europe once full GSR for distraction is fully in place.

Patent life restoration for drug products is possible for a further 5 years in the US, as long as it doesn’t extend patent life beyond 14 years post approval.

The bot has been working SEE for months, although frequency has been serious turned up today. Liquidity is an issue so probably used by an MM to generate a market, particularly if they need to get hold of stock.

Key takeaway is no II or director is selling a bean and they own over 50% of the company, unlike the vast majority of AIM stocks.

So this is not happening even it’s a key deliverable to raise funding….

Significant Newsflow

The Company is anticipating the progression of its clinical development and research stage programmes to important value inflection points across 2024 and 2025, which includes key deliverables for the pre|CISIONTM pipeline:

· AVA6000:

o Read out of two-weekly and three-weekly dose escalation study data in late Q2 2024

They did. Jive Turkey is correct.

This stock has had more director buys over the last two years than any stock I have ever been involved in. It’s done sweet FA for the SP and will continue to be that way. Brown (Lombard) owns over 15% of the company so wanting him to buy more is ridiculous.

The company keeps delivering. It will continue to do so. In FY26 it will be churning out 10’s of millions in profit, 2 years after that in excess if 100m profit.

If you have done your research you don’t need to want directors to keep buying, and you are delusional if you think it will support the price or otherwise.

Oh you mean this one....

"This contract win is with a leading German Automaker and brings the total OEMs with which Seeing Machines has won business to eight. This program covers an expansive number of vehicle models with mass production scheduled from early 2024 and an initial lifetime value of A$125 million."

"I hope we get an RNS saying something similar!"

Something like this....

"The initial program, already in production, will expand to a total of 19 distinct vehicle models being sold in North America, Europe and China, and extend through 2032 based on the OEM's next generation Driver Monitoring System (DMS) solution utilising Seeing Machines' improved FOVIO Chip design delivering increased feature capability with reduced cost, power and size."

“ Still nothing. It's beginning to look like a patient has dropped out.”

Not necessarily. Probably a DLT and therefore 3 more patients recruited.

Zero chance of finishing the 2 weekly by mid year as previously stated. Given themselves 6 months from 1st July to start the 1b. My guess be October onwards before that gets going.

At CES 2024 it was stated that Magna are working on Gen2 of the mirror. With Magna’s investment and working relationship with SEE it is highly likely that there will be another exclusive arrangement sign within the next 12-14 months.

There is no chance they complete the next 3 cohorts by end of June….. and we want no MTD in the 2 week study. All it takes is one DLT and the timeframe goes out the window so some realism needs to be applied here on the timeframe for the 2 weekly.

As long as the expansion phase starts mid H2 then all is on schedule for P2 early 2025.

😂 Brilliant!