Member Info for MikeyInvester

Https://www.cae.com/media-centre/press-releases/cae-awarded-contract-to-deliver-australias-future-air-mission-training-system/

Https://www.airportsinternational.com/article/eye-sky-atm-training

As training systems evolve, new tools are emerging to support how controllers manage increasingly complex and automated operating environments. Eye-tracking technology, for example, is being explored as a way to monitor controller alertness and scanning behaviour during both live and simulated operations. Seeing Machines, which has developed face and eye-tracking systems for aviation applications, says the technology can provide data on attention levels and degraded alertness, allowing instructors to deliver feedback and support regarding performance.

Https://transporttalk.co.nz/news/school-run-overlaps-with-peak-fatigue-risk-fleet-data-shows

Https://x.com/SenRaffCiccone/status/2016247338902380852

Https://seeingmachines.com/uk-road-safety-strategy-includes-plans-to-mandate-advanced-distraction-and-drowsiness-warning-technologies-for-all-new-vehicles/

Could SEE be supplying the cameras and software?

Https://www.facebook.com/share/v/1GeDeLqVe2/

Guess what, everyone? We're partnering with NATIX Network to build one of the largest open-source multi-camera world foundation models, enabling the research community to build upon strong open models

The collaboration combines Valeo’s world modeling expertise with NATIX’s global multi-camera dataset to accelerate the development of Physical AI. We're excited!

Contracts are in place, minimum royalties are secured, and free cash flow is ready to inflect. We believe the company should be able to generate more than $10m in quarterly free cash flow in the second half of this year. With an enterprise value of $350m, a $10m quarterly FCF run-rate looks cheap—especially given additional growth opportunities as the business expands into adjacent markets and verticals.

Today, we’re updating that thesis after a 90-minute call with the CEO and CFO. We now have a much clearer understanding of recent developments and why the recent 20% sell-off appears to be driven by a complete misunderstanding of one of their announcements.

We discussed potential adjacent opportunities the company is exploring, technical explanations of its technology and where it outperforms competitors, and the competitive landscape in both automotive and aftermarket.

The company is now cash-generative and expects to remain so over the coming calendar year, with increasing free cash flow each quarter. European regulation is a major near-term catalyst that, in our view, the market is not pricing correctly—while the longer-term growth potential remains intact.

Https://smallcaptreasures.substack.com/p/an-8x-oam-growth-in-6-months-seeing

In May 2020, Luminar announced a partnership with Sweden's Volvo Cars to introduce its LiDAR and detection technology into next-generation Volvo vehicles. Luminar has also made headlines by forming a series of partnerships with leading companies, including Toyota Research Institute (TRI), Volkswagen Group's Autonomous Intelligent Driving (AID), Daimler Trucks, Mobileye , an Airbus subsidiary, and Pony.ai

Https://jidounten-lab.com/u_59135

Lidar for Volvo bankruptcy, selling tech to Quantum Computing

Https://carinterior.alibaba.com/buyingguides/driver-monitoring-systems-safety-vs.-privacy-trade-offs

Another perception-driven system was introduced by Stradvision in its first AI-based vision perception collaboration with Seeing Machines at CES 2026. The two companies showcased a joint front camera perception that can detect and recognize objects from video inputs and link it to intelligent behavior.

The collaboration will use Stradvision’s SVNet FrontVision solution along with a Nvidia GPU designed to detect and recognize vehicles, pedestrians and other road users using video input.

"This collaboration is about establishing a common technical and strategic reference point," said Philip Vidal, Chief Business Officer at Stradvision. "We are enabling clear, system-level discussions around perception performance, scalability, and integration pathways. CES provides a natural forum to align early and explore how complementary vision technologies may work together as OEMs define next-generation ADAS architectures."

Https://electronics360.globalspec.com/article/23294/machine-vision-now-a-bedrock-for-intelligent-machines

Https://www.vcrash.fr/valeo-devoile-au-ces-2026-des-solutions-avancees-de-surveillance-de-lhabitacle-renforcant-la-securite-grace-a-la-technologie-seeing-machines/

Won not one btw

Very unlikely trump will put any permanent tariffs on the UK and Europe, he would be shooting himself in the foot as GDP in the US would collapse, I'm not concerned at all and still hold my full investment in SEE. I'm confident that come February/March we should have one at least another contract and should outline settlement plans for the CLN.

I still expect higher share prices towards the second half of 2026 as we turn more profitable.

Https://www.autoconnectedcar.com/2026/01/connected-car-news-subaru-dmp-visteon-tomtom-seeing-machines-mitsubishi-heavy-industries-aecc-harman-wolfspeed-mativ-miru-trustpoint/

Https://futurride.com/2026/01/15/volvo-previews-all-electric-ex60-tech-ahead-of-next-weeks-launch/

Qualcomm SOC, Snapdragon ride, Google AI, could SEE be the DMS/IPM?