Member Info for MikeyInvester

Http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPTO%2Fsearch-bool.html&r=1&f=G&l=50&co1=AND&d=PTXT&s1=12444208&OS=12444208&RS=12444208

Https://www.linkedin.com/posts/colin-barnden_unpicking-the-bmw-ix3-dms-design-win-activity-7387416335858769921-iAc4

Https://www.wbiw.com/2025/10/23/general-motors-unveils-eyes-off-driving-tech-to-leapfrog-self-driving-race/

Https://www.facebook.com/share/1BhMhSrZGz/

Https://finance.yahoo.com/quote/SEE.L/analysis/

Factors supporting a higher share price

Strong regulatory tailwinds: The EU's General Safety Regulation (GSR) mandates Driver Monitoring Systems (DMS) in new vehicles from July 2026, creating a significant and visible revenue stream for Seeing Machines through high-margin royalties.

Growing automotive footprint: The number of cars on the road with Seeing Machines' DMS/OMS technology increased by 69% in fiscal year 2025, to over 3.7 million. Royalty volumes are expected to accelerate into the GSR deadline.

Improved financial position: Despite a slight dip in overall revenue compared to fiscal year 2024, the company saw its adjusted EBITDA loss narrow in the second half of fiscal year 2025. It also implemented cost reductions to improve its financial health.

Expansion in other markets: The company's Guardian Generation 3 product is gaining traction in commercial fleet and aftermarket sectors, with hardware sales growing significantly in Q4 FY2025. Recent strategic partnerships, like the one with Mitsubishi Electric, are helping to expand its reach.

Risks and uncertainties impacting the share price

Adjusted profitability timeline: While management was targeting a cashflow breakeven run rate by the end of calendar 2025, some recent analyst reports have pushed back profitability expectations to 2027. A downgraded consensus forecast from early October 2025 even projected a loss for 2026.

Market volatility: The stock has experienced significant volatility. It traded in a range of 1.605p to 5.40p over the past year, reflecting market uncertainty.

Competition and market risks: Seeing Machines faces competition from other AI companies and major automotive suppliers. Successfully executing against rivals like Smart Eye is crucial for future growth.

Delayed revenue streams: The timing of royalties from new contracts and the pace of broader market adoption of its technology will impact the speed of the company's financial turnaround. Some revenue streams, like those from aviation, have been minimal recently.

Conclusion

The future share price of Seeing Machines appears heavily influenced by the execution and ramp-up of automotive royalty volumes, particularly as EU regulations take effect in mid-2026. While analyst forecasts suggest potential for significant growth, recent adjustments to profitability expectations and ongoing market volatility mean investors should consider the company a higher-risk investment. The company's ability to consistently deliver on operational targets will be key to realizing a higher valuation.

Competitive landscape and risks

Dominant market position: Multiple analysts, including Stifel's McNally, have pointed to Seeing Machines' strong competitive position, particularly against key rival Smart Eye. In 2024, Seeing Machines delivered more than 3.5 times the volume of Smart Eye, signaling market dominance based on actual delivery volumes.

Growth in other verticals: Beyond automotive, the company is seeing progress in its commercial fleet and aviation divisions. Its Guardian Generation 3 product is gaining traction, and new strategic partnerships, such as the one with Mitsubishi Electric, are opening doors to adjacent markets.

Investment risks: Despite the positive indicators, investment risks remain. The stock experienced a 37% decline over a month in April 2025, demonstrating market volatility. Analyst caution exists regarding the timing of profitability, and the company carries a high debt-to-equity ratio, which requires careful capital management.

Investment outlook

Based on recent developments and analysis, the baseline for Seeing Machines' share price appears tied to two critical themes: Execution and scalability.

Execution in automotive: Successful execution and timely capture of the burgeoning OEM market, driven by EU regulations, is paramount. The increasing volume of cars on the road with its technology is a strong indicator of this.

Scalability in other markets: The company's ability to successfully expand its commercial fleet and aviation business will provide additional, diversified revenue streams.

The market sentiment, as indicated by analyst forecasts, suggests significant potential upside. However, achieving profitable growth will depend on delivering on its operational targets and effectively navigating a competitive landscape. As always, investors should weigh the opportunities against the risks associated with a still-unprofitable growth company.

Based on recent financial reports and analyst forecasts, several key factors influence Seeing Machines' (SEE) potential future share price. These include accelerated growth in the automotive sector driven by regulatory changes, operational improvements leading toward profitability, and its strategic competitive position. However, investors should be aware that forecasts have been adjusted, and significant risks, including market competition, remain.

Accelerating automotive growth

EU Regulation as a catalyst: Europe's General Safety Regulation (GSR) mandates Driver Monitoring Systems (DMS) in all new cars from July 2026. According to analyst Peter McNally of Stifel, this will cause approximately 2 million cars per quarter to be fitted with Seeing Machines' DMS starting from that month, driving an acceleration in high-margin royalty revenue.

Increased market penetration: In its Q4 FY2025 results, the company reported a 69% year-on-year increase in vehicles on the road with its DMS/OMS technology, bringing the total to over 3.7 million. This volume is seen as a key indicator of execution and market leadership over rivals like Smart Eye.

Strong OEM partnerships: Seeing Machines' collaborations with major automotive suppliers such as Magna and Valeo, and its partnerships with automakers like Volkswagen, demonstrate strong market positioning. These partnerships suggest a strong future pipeline of business.

Operational efficiency and pathway to profitability

Cost reduction and cash flow: The company has implemented significant cost reduction programs, with adjusted operating costs reportedly down $8.6 million from their peak in H1 FY2024. This is part of a plan to reach a cash flow break-even run rate, which was targeted for the end of 2025, although some analysts are pushing the expected profitability date back.

Adjusted expectations for profitability: Following the FY2025 results, analyst forecasts were adjusted, with some projecting a loss for 2026 before the company generates a profit in 2027. This shift in timing has caused some volatility, but analysts have largely maintained their longer-term price targets.

Focus on recurring revenue: The company is strategically focused on increasing its high-margin licensing revenue. This is expected to accelerate significantly as regulatory requirements drive greater volume, improving financial stability.

Market risks and competition

The competitive landscape poses a risk to future growth.

Competition: Seeing Machines faces strong competition from other AI companies and major automotive Tier-1 suppliers who are developing their own integrated systems.

Volatile stock: The stock has been volatile over the last year, reflecting both market excitement and uncertainty surrounding the company's path to profitability.

R&D costs: Ongoing investments in research and development are required to maintain a technological edge, which can impact profitability.

Final considerations

Any share price forecast is a projection based on the current available information and market sentiment. For Seeing Machines, future performance is highly dependent on:

The speed and scale of adoption of its technology, particularly due to new regulations.

Its ability to manage costs and turn a profit amid strong competition.

The successful integration and commercialization of new technologies.

A baseline calculation for Seeing Machines' (LSE: SEE) future share price is based on analyst consensus, company financial reports, and regulatory catalysts. While multiple analysts cover the stock, predictions vary and are subject to market volatility. Investors should conduct their own research and not rely solely on these forecasts.

Analyst price targets

According to analyses compiled in October 2025, analysts have offered varied 12-month price targets for Seeing Machines, which were trading at around 3.2p to 3.5p at the time of the reports.

Average/Median target: The average 12-month share price forecast was approximately 6.0p to 6.2p, according to estimates cited by Investors Chronicle and Investing.com.

High estimate: The most optimistic target was a high of around 9.5p to 9.7p.

Low estimate: A more cautious estimate was a low of just under 3.0p.

Potential upside: Based on these estimates, some analysts saw a potential upside of more than 75% at the time, but this is a prediction and not a guarantee.

Factors influencing the future share price

Regulatory tailwinds

Upcoming European Union mandates are a significant driver for Seeing Machines.

GSR Phase II: From July 2026, all new cars sold in the EU must have camera-based driver monitoring systems (DMS), creating a substantial, mandated market for the company's technology.

International adoption: New European rules often serve as a template for other markets, suggesting broader international adoption of similar safety regulations in the future.

Financial performance

Recent trading results offer mixed signals on the company's financial health.

Narrowing losses: The company's adjusted EBITDA loss shrank in the second half of FY2025, and it has targeted reaching a cashflow break-even run rate by the end of 2025.

Delayed breakeven: However, the forecast date for breakeven was pushed back to 2027 in a report from October 2025.

Revenue trends: Full-year 2025 revenues were lower than the previous year, although slightly above market expectations.

Operational growth

The company is expanding its reach through partnerships and technological development.

Technology expansion: New 3D camera technology for next-generation in-cabin systems was announced in early 2025.

Strategic partnerships: Deals with a UK bus manufacturer and collaborations through Mitsubishi Electric are expanding its commercial fleet business.

Growing fleet: The total number of vehicles equipped with its technology increased significantly in FY2025.

Https://seeingmachines.com/investors/analyst-reports/#rtuid/stop

Https://anyverse.ai/euro-ncap-2026-how-leading-automakers-are-preparing-for-in-cabin-safety-standards/

Https://www.4design.com.au/

Https://www.tandfonline.com/doi/full/10.1080/00140139.2025.2571792#d1e396

2.2. Apparatus

The miniSim driving simulator developed by the Driving Safety Research Institute was used to conduct the experiment. The simulator had three 48-inch main screens (resolution 1920 × 1080) to display the front and rear views (left/middle/right) during simulated driving scenarios. The simulator was also equipped with a 18.5-inch screen to provide the dashboard display. A dashboard-mounted eye-tracker, FOVIO FX3 (Seeing Machines Inc. Canberra, Australia), was used to monitor participant’s gaze data using Eye Works Suite (EyeTracking, Inc., USA). Data was collected at 60 Hz. A wireless electroencephalography (EEG) signal amplifier, EPOC+ (Emotiv, USA), was employed to collect EEG signals. Signals were sampled at 128 Hz on pre-positioned 14 channels based on the 10–20 system

Https://transporttalk.co.nz/news/north-island-road-freight-awards-honour-sector-standouts

Https://www.msn.com/en-us/money/companies/seeing-machines-earnings-call-navigating-growth-and-challenges/ar-AA1ObyYI?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1

Some interesting names in here:

https://finance.yahoo.com/quote/SEE.L/insider-roster/

i would hope that our company could be worth circa $1billion in the next 5 years but we will need some pretty big contracts to come in, expansions of original rfqs and further development in medical and industrial areas. it would be amazing if see also branched out into the adas ****pit solutions, along with integrating lidar tech, alongside their 3d sensing camera and ai software algorithms. the big question is, once the cln is settled next year (hopefully from profits). will see carry out share buy backs if we are cash-flow positive? a nasdaq listing and introduction of a dividend payment with all the surplus cash from royalties would be nice!

i would hope that our company could be worth circa $1billion in the next 5 years but we will need some pretty big contracts to come in, expansions of original rfqs and further development in medical and industrial areas. it would be amazing if see also branched out into the adas ****pit solutions, along with integrating lidar tech alongside their 3d sensing camera and ai software algorithms. the big question is, once the cln is settled next year (hopefully from profits), will see to carry out share buy backs if we are cash-flow positive! a nasdaq listing and introduction of a dividend payment with all the surplus cash from royalties would be nice!

Https://finance.yahoo.com/news/analysts-just-shipped-notable-upgrade-052200581.html