Member Info for MikeyInvester

Oops my bad, didn't see the date published on there, the crawler pulled it up as updated within the last week which was weird.

Https://www.mlex.com/mlex/articles/2422335/china-approves-first-l3-autonomous-cars-in-step-toward-commercial-use

Https://www.aftermarketnews.com/magna-signs-agreement-to-acquire-automotive-electronics-engineering-business/

Https://www.nasdaq.com/articles/smart-money-buying-auto-suppliers-not-car-brands

Https://securitybrief.com.au/story/seeing-machines-challenges-bac-with-in-vehicle-tech

Https://www.researchandmarkets.com/reports/6111336/driver-monitoring-system-market-size-share-and

Https://vimanan.com/2025/12/13/soaring-to-new-heights-cae-secures-a300-million-raaf-training-system-contract/

Https://www.facebook.com/share/v/1aL913mkAY/

While analyst consensus expects a 100% fitment rate under European GSR for camera-based DMS beginning July 2026, a more bullish interpretation considers that the combination of GSR and escalating Euro NCAP requirements is likely to force rapid, global OEM adoption-potentially pushing DMS fitment to near-100% not just in Europe but also accelerating adoption in North America and other advanced markets, vastly increasing both volume and revenue from auto royalties well beyond current forecasts.

Analysts broadly agree that cost reductions and production ramp of Gen 3 Guardian will improve margins and cash generation, but the scale and pace appear understated; with Gen 3 hardware margins expected to reach up to 50% and recurring service revenue from larger, enterprise fleet contracts in North America and Europe, margin expansion could drive substantial outperformance in net earnings and recurring cash flow versus current models.

Seeing Machines' unique end-to-end "system" expertise, deep data assets, and leadership recognized by OEMs and Euro NCAP create high barriers to entry, making it plausible that the company's long-term share in new DMS/OMS awards will materially exceed the often-cited 35%-sustaining a dominant position and supporting continued above-industry revenue growth and high-margin royalty streams.

The explosive proliferation of semi-autonomous vehicles and increasingly stringent insurance and fleet risk requirements are likely to turn advanced in-cabin monitoring into a standard across all classes of vehicles, rapidly expanding the addressable market to include commercial, legacy vehicles (via aftermarket), and even segments such as aviation and rail, creating new high-margin, multi-vertical growth runways that are underappreciated in current financial projections.

Accelerated advances in R&D methodology-including machine learning-driven development, increased synthetic data utilization, and digitally enabled engineering processes-are set to drive a structural increase in feature rollout pace and software differentiation, resulting in higher customer retention, premium pricing power, and durable net margin improvement over time.

Https://simplywall.st/community/narratives/gb/tech/aim-see/seeing-machines-shares/tfrzndto-semi-autonomous-trends-and-regulatory-mandates-will-expand-in-cabin-safety

Https://www.motortradenews.com/news/renault-and-ford-partner-to-deliver-electric-passenger-and-commercial-vehicles-in-europe/

Https://www.trucknews.com/transportation/patterns-of-fatigued-distracted-driving-are-similar-worldwide/1003205616/

Https://sgwiki.com/wiki/MAN_NL323F_(Euro_VI)

Mentions Seeing Machines Guardian Anti-Fatigue Driving System under ADAS

Https://transporttalk.co.nz/news/fatigue-risk-persists-globally-in-commercial-transport-new-data-shows

Https://railanalysis.in/rail-news/dfccil-deploys-ai-powered-machine-vision-inspection-system-for-enhanced-freight-safety/

Https://www.proactiveinvestors.co.uk/companies/news/1083477/lse-reportedly-targets-wild-west-bulletin-boards-in-crackdown-on-market-abuse-1083477.html

Worth listening 15 minutes in, after the resolutions

Https://seekingalpha.com/article/4847822-seeing-machines-limited-seemf-shareholder-analyst-call-transcript

Https://www.imveurope.com/article/our-purpose-get-people-home-safely-seeing-machines-guardian-built-driver-protection

Individual or Entity Most Recent Transaction Date Shares Owned as of Transaction Date

Griffiths (Richard Ian)

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Annual Return Jul 28, 2025 117,897,424

Herald Investment Management Ltd

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Annual Return Jul 28, 2025 216,145,264

Hill (Catherine Jane)

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Annual Return Jun 30, 2025 5,500,000

Lombard Odier Asset Management (Europe) Ltd

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Annual Return Jul 28, 2025 406,254,848

McGlone (Paul)

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Annual Return Jun 30, 2025 9,590,882

Mitsubishi Electric Mobility Corporation

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Annual Return Jul 28, 2025 977,566,069

Murray (John)

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Annual Return Jun 30, 2025 832,291

V S International Venture Pte. Ltd

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Annual Return Jul 28, 2025 192,565,776

Vedie (Stephane)

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Annual Return Jun 30, 2025 1,789,500

Vorster (Gerhard)

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Annual Return Jun 30, 2025 109,375