Member Info for NathanR999

Short tallywacker clearly has an agenda of deliberate negativity, much incredibly tangential to SEE. Happy to throw up imagined issues or unrelated issues as massive problems for SEE.

Tesla could keep.in house but if I was betting man I would say if they really need a decent system that can integrate quickly then acquisition would allow that. Cipia would be my bet as likely could get improved functionality at a.much cheaper price. It would leave them less of headache to unwind not core stuff that they might not want bother with. Just my opinion but if was elon that's what I would do. Cipia are the dark horse play here. We might have too much in our bag for an oem although tesla a bit different as non traditional manufacturer. Smarteye a bit between two stools I think. Would elon want our licenced revenue? Guardian etc? Would the other oems start to design out a tesla owned business? Tobii might also be a play more suited?

Bet your fun at a party David....

End of year 9.5p

Spike 11.3p

Nathan

Rns on the 29th or 30th, large japananes OEM 200m usd contract for magna mirror to spoil the smarteye quarterly numbers release would do nicely.....

As second choice. 3oo ish pilot fatigue monitoring set ups for large aviation OEM for a popular long haul aircraft in partnership with Collins for a large middle east airline to be delivered over years with conservative value of 50m USD.

One can wish.......

It won't be a case of some people not wanting dms. They won't have choice. Every car in production for sale.in eu will have it. As for driving tests.not sure what your point is. The tester will still be checking driver for road positioning, road law observance, safe speed and indication and use of mirrors. The dms may or may not ping up whilst driving and that may get factored or ignored in a test situation as some maybe false.positives but I think some one here is raising issues where there isn't any. Dms is already out their and has been for a good few years and is sage and has demonstrated advantage for safe operation of trucks and industrial.mining equip. Non issue imho

type approval and ****logation processes ensure for the consumer everything is safe and tested. oems single and dual source all sorts of systems for cars you won't get told who.makes the dmas software and the software side and the technical integration via the camera/processing chip.or chips is down to the oem and the tier 1 such as magna,veoneer, continental etc. the features and functionality of say blue cruise or similar gets rated in ncap and which/what car consumer reports but will be the full integration. the dms part whilst important will be of course tested by many more miles during prototyping, nre work with the dmas supplier like us or smarteye in conjunction with engineers from oem.and tier 1. once it all works and tested it goes for approval then scales up to volume

initial early batches might be runs of.limited nature and then retesting etc for snagging on final.process then to full manufacture scale which could be many thousands of cars per model in some cases per month. customer will still do their research via what car, autocar, car shows or internet on features and how they compare. nowt so funny as folk. people will still by the manufacturer they have loyalty to and the model they like and some will be a hideous car that has really comfy seats and top notch hifi. i think some overthinking is going on here. all eu cars need dms and we know/think 40 to 50% of new cars in 2026 will likely have see tech in them at 8 to 10 quid a pop. usa will likely follow and other markets in time also. i think for me is the investment case hinges on ensuring we get at least 40% share and our aftermarket and aviation turns in some real decent numbers. those two areas esp aftermarket with arr building will really drive the valuation versus just dms sales imho

I think you are massively missing the point. DMS will be in every European car regardless of shape or form. Ultimately it is disconnected as a requirement from ADAS. Some with ADAS of various sophistication will leverage the eye gaze to ensure the hands off-eyes on is being adhered to. I am 50. I will have stopped driving before true driverless l4/5 cars are safe to use. I was at school with someone who deals with type approvals in regulatorary side private sector but was in a government side role and he lectured on the training side of the l4/5 side systems and he reckons they are.light years away from having ai driving that can co exist with human drivers as the training drivers helping to develop edge cases are just not good enough drivers. Now a different question will be if lobbyists drive human drivers off road and driving is a walled garden of ai and car toncar communications... that will get significant push back from those that.kike the act of driving otherwise driving will become a richer man's game on a track off public roads.

Dms is legislated for and drivers won't get choice. Manufacturers will make it work in each model they make. Smarteye, cipia, seeingmachines will add their value on features and the accuracy if their tech to improve adas safety, add driving look and feel via augmented reality /Huds and for the cost of a camera placement and software will get more than its cost in value and differentiation of experience. It is still early but in 5 to 10 years all cars will have at least 1 camera facing driver and occupants regardless of local mandates. A l4/5 system will still have passengers that can be.monitored for eye tracking and visual parameters to add to experience. A long runway for this tech ai driving or not. IMHO.

How realistic are those numbers at the top?? Would there be enough volume in our SOPs that started since last update and existing programs already at SOP? Would be amazing as that would be c0.4 mil month in this quarter.

Maybe 2 quarters in future but now??

The standard of care is Mupiricin for nasal decolonisation and topical treatment. Will take a while to displace this but mupiricin resistance is increasing although lowish % currently. But not much else in the pipe to compete. Once resistance gets above 30% for muprirocin then it becomes almost unusable. Topical safety issues way less than injectable/systemic. Will be a blockbuster and acquired in less than 5 yrs imho

Can't see mine on list so please add 1,094,851

Ta, Nathan

220k more than last declaration.

My view on takeovers in dms soace would be Cipia might be first and Tesla would be its home. Less baggage to unwind and cheapest option vs performance.

Magna or Mobileye will be eventual home for seeingmachines if I was a betting man. No idea on smarteye, could stay independent and wither on the vine over time.

Just guessing really but I think Cipia will be first and might set a ballpark for multiples/tech valuation. Key to seeingmachines value is unlocking aftermarket at real scale ie millions of connections. If I was PE or an advisor to Magna I would say get seeingmachines for 50p/quid per share and spin out aftermarket with a perpetual license/reciprocal data share or research licence as a separate entity and relist the guardian service on nasdaq.

Hoping the price recovery continues, 0.5 to 2% most days now between here and the kpi update with maybe a nice oem rns and another one post kpi could see us back to 10-12p mark. Wishful thinking maybe but hey ho.

Could we be at a general turning point on the markets? I have a couple of aim shares that have heavily reversed from their lowest in the last 10days with little or no news. All the companies in better condition than they were on the business potential front than before covid/Russia but heavily sold down. Would be nice for see to match the 40 or so % rise of blackbird or shield therapeutics.

Tough competition in this space. Will be a difficult area to break into and the ceivdr ruling will slow uptake somewhat in eu and fda wont be easy to get for us market. UK market dominated by one player currently and their.multiplex has 6 rather than 4 targets and doesn't require any dna extraction. Total market for this assay in UK fully penetrated is c12-15m gbp. Around half of this is currently using traditional culture methods that will need to be persuaded to.move to a molecular assay.

How so? Enlighten us?

For comparison Smarteye we're reducing headcount as part of cost management around the time of fund raise. They also report quarter results in Aug it will be interesting if others here have information on smarteye hiring increases or if headcount reduction was temporary until rights issue funds hit their accounts. Who knows who will get lions share of DMS business but we have a more than decent shot. CIpia I would say has least scale but could be an additive to say Tesla or Mobileey if they think they can get better value and leverage than getting Smarteye or Seeingmachines. Chicken feed numbers of shares bought and sold and less than many of the posters here total holding and this low grind on tiny volumes frustrates me more than the price. Hopefully a couple of decent announcements and great kpis in the next 2 quarters will bring volume back to rapidly drive price up. Buying here is a steal.

Smarteye report 30/8 so will be interesting to compare and contrast numbers or inferred numbers (Smarteye don't disclose quarterly or running totals in recent history) quarterly revenues and we can judge tone of any outlook or commentary.

Volume so far c0.03% of issued shares. Less than 0.1% of those shares not in the share table of holders on sm website. Noise really and not sure it really warrants the daily grind but market makers doing market making spose. Wish I had a few hundred million as I would take this private in a heartbeat.