Member Info for Matml74

……. or you could try and research what is happening in the ****pit of all cars and understand what tracking of the eyes means for the many features which will be coming to all vehicles……it’s not just about safety, but that is the most important aspect of the technology.

It’s law…… Lots of people didn’t like mandatory seatbelts either.

From the original collaboration with Vollins that lead to the licence.

“ The Agreement positions Seeing Machines to work closely with Collins to jointly market co-developed solutions across the Aviation industry to deliver its eye-tracking technology solutions to Commercial Air Transport, Business, Military, Rotary Wing, General Aviation and Flight Training customers to address improved safety and efficiencies for both pilot training and flight operations.”

“ Seatbelts and airbags ain't sexy either but they are in all vehicles”

…… and no one knows who makes them. Expectations that PR by SEE will make the general population understand who is behind DMS in their car is fantasy. No one will care, just like nobody knows who makes airbags, seatbelts, ABS, collision warning etc etc etc.

The important companies and people in the automotive industry know and that will eventually result in SEE being highly profitable and integral to incabin monitoring and road safety.

I have been told end of year trading update will be week of 21st August and website will be updated shortly.

We know exactly where the company stands today. P1b will start after MTD is determined at some point this year.

Your post is completely pointless. Useless in fact.

All guesswork. What’s the point?

3996 might get licenced to a large pharma.

6000 might get breakthrough therapy.

Who knows. Your speculation is as pointless as mine above.

All that matters at present is the phase 1 data continues to produce positive data for dose escalation and then expansion.

It is quite clear if that happens then there will be a positive future for the company.

Because SEE market cap is 5 times Cipia’s. What is material to Cipia isn’t material to SEE. Yes SEE have had some significant commercial deals that have not been rewarded/recognised by the market but there are macro reasons for that, and so that is where the market disconnect makes for opportunity.

Eternity?.The company was valued at above £300m+ in March 23 with an SP above 7p…… 3 months ago.

If you think investing in unprofitable growth stocks on AIM are going to get you a quick win in the current high interest rate environment you will be in for a bit of a surprise IMO. At least 12 months from here to sort high rates/inflation out but as interest rates easy SEE will be becoming profitable with massive high margin cash flows due 2025/2026/2027.

Easy hold and ignore for me.

surprise, surprise the fantasy investor thorngoson won’t be at the agm to ask these troubling questions.

as: several patients from multiple cohorts still on treatment as disease has not progressed.

thorn: alistair do you think this lack of disease progression in these patients may be due to a placebo effect?

as: **** off you numpty.

Ever heard of LGChem…….

........ for Nordic and Baltic countries.

I will reserve judgment until Gen3 is released and which has been signalled by the company for next Quarter.

The gap at 20p must close.

Yeah imagine using a placebo when there is already a standard of care treatment 😂

Still making me smile.

LOL…… and doubled down on it as well WAG.

yeah for over 9 months the cancer just decided to stop killing them.

anyone who has witnessed first hand what cancer does to someone wouldn’t be so ******* stupid to write that in a post! idiot of the highest ******* order!

It's not critical to making the mirror work as they already have a working product with Magna for the Mirror.

This licence will be in future generations of SEE's products.... "At this time, the details of the optical technology cannot be revealed due to multi-year development timeframes and the need to maintain secrecy and protect the Company's IP."

The October 22 presentation is the only clear numbers we have for 2024 auto volume and I read that as 2.5m cars.

Would be nice to see some updated projections for auto from the company later this year.

From the KPI rns.... "- Exceeded 50,000 Guardian connection milestone as at 30 April 2023"

Their marketcap was less than £5m before today. Of course significant news moves them more.

The Collins deal is masssive for SEE but the revenue is well out into the future and markets worldwide are discounting future cash flows heavily atm. Until the interest rate environment changes and the market is willing to speculate on future growth SEE is stuck. It will turn eventually and this will be worth multiple billions as the booked future revenues become reality.

Agree totally market is mis-pricing the Affyxell stake and significance of it. IMO the IPO will be significantly greater than average Nasdaq IPO. MS opportunity online for Affyxell is significant.

A couple of points to consider however will be that the Series B funding round will need to be very large to get 4 targets into clinic by end of 2025 so expect a reduction in % ownership.

Hopefully Avacta can maintain a minimum 10-15% stake in Affyxell after dilution with future milestone payments by the time IPO occurs in the next 18-24 months.

Exciting aspect to the business this partnership.