Member Info for MikeyInvester

Not actually a SEE podcast but more about what happens when machines start to see, still interesting though - Series 1 Episode 7 is about cars

Https://podcasts.apple.com/gm/podcast/seeing-machines%3A-a-podcast-on-computer-vision-by-ai/id1819284759

Https://hwbusters.com/news/amd-powers-the-future-of-driver-occupant-monitoring-systems/

Https://www.mordorintelligence.com/industry-reports/eye-tracking-solutions-market

I like the way are central in their picture of major players, also useful stats on market growth etc until 2030.

Https://www.msn.com/en-us/autos/news/small-cap-idea-seeing-machines-safety-tech-is-becoming-a-global-force/ar-AA1IDSCz

Https://www.facebook.com/share/p/1AH1mH1bJV/

Https://www.thisismoney.co.uk/money/markets/article-14907243/SMALL-CAP-IDEA-Seeing-Machines-safety-tech-global-force.html

I am heavily invested in SEE but I feel we are lacking something in the sales area.

I think SEE need boots on the ground rather than and office based sales team, we need business development managers building relationships with companies, offering incentives based on sales targets being met, we seem to be lacking highly motived sales people, and we have more of a reactive sales team than a proactive sales team.

SEE should be attending every motoring event going, we should be showcasing our tech with the likes of BMW and VW rather than being a silent partner.

I think the reason for the slow down on new contract wins is due to losing many of our OG sales team that built the relationships.

Whilst I still expect SEE to do well in the future, without the right sales force, along with BDMs working with manufacturers and and retailers of SEE tech, the growth will occur at a slower pace which will allow our rivals to catch up and possibly overtake us.

I'm still confident long term but I really think we need to push harder in the sales area, so that we actually start to win some new contracts, or at very least announcements of renewals from existing wins.

Just my 2 cents

Https://europe.mitsubishielectric.com/en/pr/global/2025/0707/

Https://www.understandingdms.com/p/first-analysis-of-stellantis-dms

Also, it mentions they are a subsidiary of Samsung Electronics, it's not actually related to Samsung for funding purposes. It won't be long until Mitsubishi acquire SEE, I reckon once we are at break even.

Https://news.harman.com/releases/harman-acquires-assets-of-intelligent-sensing-solutions-leader-cipia

My current price target is 3.27 before we may see a pull back, then continuation hopefully to fill the gap, following target 3.74

Harman International, a subsidiary of the South Korea-based conglomerate Samsung Electronics, has announced the acquisition of Cipia, an Israel-based supplier of driver and occupancy monitoring systems for the global automotive industry.

Https://autotechinsight.spglobal.com/news/5282714/harman-acquires-cipia-to-enhance-automotive-in-cabin-monitoring-and-safety-features

Https://www.electronicsforu.com/technology-trends/in-cabin-sensing-explained

Https://www.australiantruckradio.com.au/gkr-transport-standardises-knorr-bremse-technology-for-safety/

Https://channellife.co.uk/story/seeing-machines-mitsubishi-partner-to-boost-eu-road-safety

Https://stockhead.com.au/tech/road-safety-tech-missing-from-aussie-cars/

Https://www.gminsights.com/industry-analysis/passenger-vehicle-cabin-monitoring-system-market