Member Info for MikeyInvester

Front facing camera!

Https://www.carguy.kr/news/articleView.html?idxno=60483

It was more about highlighting the shift to IPM, this isn't a Tobii board

Https://abw.by/news/in_world/2026/01/14/na-vystavke-v-lasvegase-pokazali-prodvinutye-sistemy-monitoringa-voditelya-i-passazhira

Https://www.understandingdms.com/p/dms-pivots-to-ipm-at-ces

Https://anyverse.ai/in-cabin-monitoring-ces-2026/

Https://itbrief.co.uk/story/seeing-machines-unveils-unified-3d-in-cabin-sensing

There is a few of reasons why I don't think our share price is flying right now:

1) The upfront revenue from the last RNS, poses a risk we may have lost our deal with a manufacturer.

2) The outstanding CLN, based on the number of shares in issue and prior dilution, maybe some people fear that the loan could be converted, which would add significant amount of shares to those already in issue.

3) Tier 1 poor automotive performance which could result in cut backs on the order amounts with SEE.

4) Griffiths trade - this was CFD as detailed as the instrument in the RNS, larger investors don't want to be left bag holding if he cashes out.

Short term volatility but I'm sure once the dust has settled, the CLN payment plan is announced and we show some good KPIs in February, we should see a recovery on the upward trajectory.

This is a long term hold for me, I'm not paying much attention to the short term fluctuations.

Https://www.voituremalin.com/articles/valeo-et-seeing-machines-veulent-rendre-l-habitacle-intelligent-cartographie-3d-regard-casques

Https://uk.finance.yahoo.com/news/humanoid-robots-build-cars-major-094947407.html

Https://www.ainvest.com/news/mobileye-900m-bet-humanoid-robotics-strategic-leap-future-ai-driven-automation-2601/

Seeing machines mentioned as developing systems for AI powered monitoring systems for robotics

Https://drivingme.com/nvidia-expands-the-global-drive-hyperion-ecosystem-to-accelerate-the-path-to-full-autonomy/

Magna mentioned in this article

Https://mkr.acrofan.com/article_sub3.php?number=418142&lang=&mobile=

Further information which is looking very positive, running on NVIDIA GPU acceleration.

Https://stradvision.com/dh_board/views/18789

You may need to translate

Https://futurride.com/2026/01/05/valeo-unveils-advanced-monitoring-applications-with-seeing-machines-at-ces/

Https://ces.vporoom.com/2026-01-05-STRADVISION-and-Seeing-Machines-Announce-First-Public-Collaboration-Showcasing-SVNet-FrontVision-at-CES-2026

Https://www.proactiveinvestors.com/companies/news/1085172/seeing-machines-to-pocket-14m-early-as-carmaker-rewrites-royalty-deal-1085172.html

Https://fleetrabbit.com/blogs/post/driver-safety-fatigue-ai-2026

See mentioned multiple times,

ROI can we expect from AI driver safety systems?

Fleets report significant returns: up to 80% reduction in accidents, 30% decrease in accident-related costs, 21% lower insurance premiums, and 86% reductions in preventable accident costs (Chalk Mountain case study). Seeing Machines' Guardian system has scientifically proven 90%+ reductions in fatigue-related incidents. Most fleets achieve full ROI within 6-12 months through combined savings in accidents, insurance, and litigation.

As we close out 2025, I want to take a moment to celebrate a year full of milestones and momentum at Valeo:

✅ Strong orders across the globe – notably in China – thanks to our three divisions POWER, BRAIN, and LIGHT, such as for our panoramic head-up display, next-gen air conditioning, latest dual inverter, sensor cleaning and HD front lighting.

At the same time, our Valeo Service activity, more than just an aftermarket business, continues to gradually transform itself into a true service company, with constant expansion of its range of services.

✅ Strategic partnerships that shape the future:

➡️We collaborate with Volkswagen & Mobileye, to improve driver assistance systems in upcoming MQB vehicles, enabling level 2+ partially automated driving.

➡️With Qualcomm, deepening our long-standing collaboration on advanced driver assistance and automated driving solutions.

➡️With Momenta, co-developing intelligent driver assistance and medium- to high-level autonomous driving solutions for China and beyond.

➡️With MAHLE, unveiling at the IAA tradeshow in Munich a new generation of magnet-free electric motor which reduces the carbon footprint by more than 40% compared to a permanent magnet motor.

✅ Significant recognition from our customers, including a third consecutive General Motors ADAS Supplier of the Year, and Volkswagen Group Best Supplier of the Year.

✅ We are accelerating in AI deployment, and AI is accelerating everything we do, in particular our R&D :

➡️ As part of our partnership with Google Cloud, 100% of our software engineers are already trained and equipped for AI-assisted coding. And over 25% of certified code is now AI-generated.

➡️With Amazon Web Services (AWS), we’re cutting software development cycles by up to 40% via cloud-based virtualized testing.

➡️We’re also working with DassaultSystems for generative designs of mechanical parts and with Zuken for generative design of PCBs.

➡️AI is also widely deployed in our factories: over 50% of our sites use AI for quality control, predictive maintenance, energy savings, and more.

Https://www.linkedin.com/mwlite/feed/posts/christopheperillat_as-we-close-out-2025-i-want-to-take-a-moment-activity-7409228492480925696-dRvE