Member Info for NathanR999

Maybe stellantis??

Another smarteye win. Ho hum

More news from Japan for smarteye, existing customer totalling c10mil lifetime value.

Not an expert on cannabis manufacturing but I can read and the prospectus mentioned 75kg per batch and 6 batches a year so. 450kg which is 450000g of flowers and at 2.2 euro a gram as per market rate for other produced product into germany my maths makes the c1mill euro. But yeh keyboard warrior. You do you, Moni

Based on prospectus we might be waiting 2-3 yrs for that 54 tonnes production. 6 batches per year of 75kg is the guide for initial capacity, ramping up from proceeds of sale. 450000 grammes of flowers and at the eu 2.2 base price for Germany, just over a million euro. Would guess a reasonable amount of cost initially but would guess margin increases over time as staff needed can service more plants without headcount increase? If we hit a penny then it will look quite overvalued until it really scales out c 2025. Interesting company but likely to spike and fall back the next few days/weeks. One for a bottom draw.for a while , if you can time the spike and get out then reinvest lower once it settles it could be a nice.longer term.hold

I think smarteye made a bet that a few rfqs of large size were awarded before now and they got a percentage of them and that meant they could seek non or minimal dilution. They are waiting just like we are but the funding is now so acute at a low low level that it will be very painful and an aquirer may now wait till they either run out of road and get a fire sale price or post funding but pre large relate to.minimise acquisition cost. Maybe Elon might ring Martin and take them for Tesla for eu market and to satisfy any issues that us regulatory might throw at them post wash up of legal cases around 'auto' driving.

And to add to.my previous thoughts, the successful outcomes to rfqs outstanding that head our way in this current market may not elicit the kind of rise we might expect. I reckon we might get closer to broker guidance but for real acknowledgement of our potential and execution of our plan unless we head into defacto risk.off bull market then we may need to wait to see it is absolutely clear to.market that we won't be tapping more funding and we break even and begun to generate free cash flow. However I personally think that there aren't many jigsaw pieces left and we have the remaining ones in our pocket but we can't place them down yet. Smarteye investors best bet is that they are acquired , current market cap is 70m gbp ish and any further falls could see a surgical strike from a cash rich auto player wanting to get into that space, not sure current.investors there will.see the heady heights of 200SEK per share for a very long time, my guess funding g for them comes in at a sp of 20-30sek. Still some way for erosion of SP until their egm to approve the rights issue as prospectus not being done until late Jan it seems, closing in early Feb 23.

Just caught up on the presentation, not at all great and again Martin making excuse after excuse. I think redeye guy was past letting them off with soft questions as per previous ones I have watched, almost got the feel they wanted them to.feel awkward with a bit more glare of the.interview spotlight. Their next broker note will be interesting in its tone and how it deals with the dilution needed to get the funding away.

Darren. For me, it boils down to market is risk off, still all to play for across 6 to.12 rfqs still to award and how that translates to revenue and profits in 2-3 years. We all believe we are in the driving seat and that revenues and profits will see us home but I think market is asking for more evidence and hopefully Q by Q will reveal that the cars and fleet connections justify a considerable mark up on SP. I don't think it's more complex than that. If we execute and don't get hit with supply chain hiccups we all believe we know where we're heading and soon enough.market will too.

Smarteye cratered 30% in start of trading. With rights issue not priced yet this could get ugly for their shareholders. Bad for them and always difficult to see private investors get a haircut as most invest with good faith, as we do here at SEE. Will be interesting to see how the market now perceives a well funded seeing machines, the malevolent streak in me is interested in seeing a nice rns from us every few weeks during the smarteye rights issue discussion phase through rest of Dec and Jan. Would raise a few eyebrows for sure. Smarteye might get hoovered up by gentex on cheap or maybe another minor player to build scale and consolidate. There by the grace of God go we.

Another small win for Smarteye announcer. Luxury European car manufacturer. Mew tonsmarteye apparently. Any guesses? Roughly 5mil quid over lifespan of deal. Would be nice to see.something from SEE amd pref 10 or 20 times the size. We continue to patiently wait. Ho hum.

This is not really comparable to Ciz1b detection. The Grail test is broad genomic assays looking at patient genome and circulating dna fragments for clue to as many cancers as possible, the compute power and consumables workflow are much much different to an elisa based assay. Comparing apples and volvos really. Ciz1b is more like CA125 or CEA similar cancer.marker testing and that's delivered at commodity pricing c 5quid. Ciz1b may attract early premium price above commodity pricing but it would be misleading to suggest we achieve a price even 10% of grail IMHO

Sorry but 100 quid a shot for an Elisa based immunoassay is fantasy land. I sell clinical diagnostics for a living and that price is just not gonna happen. 10 quid tips for high through put screen and 20 for a one off or low volume format like a lateral flow. Almost very liitle of the very obvious amount of downstream savings will be taken into account in business cases . One of the test I sell is a high value test in the sepsis space, much more complex assay with specialised equipment built into the package and downstream outcome and savings pretty well.documented and several players in the field- all have struggled to get any kind of traction at 85 quid. Even in insurance based market.

I am a holder here and with best will in world this will be no doubt be an excellent test in the wide armory of diagnostics for cancer but widespread uptake is a good number of years away, contingent on fda clearance in US and CEIVDR in Europe and no doubt similar regulatory hurdles elsewhere and this will take money and the clinical trials needed often need replicating several times before general acceptance. At this price it's a decent entry point but the test is just not gonna generate billions of revenue. If the CIZ target and antibody is licensed to Abbott, Roche, Beckman,Ortho and Siemens for their track based immuno analysers for high throughput gp bloodbtest type screening then cap out revs could maybe one day hit a couple of hundred million but a price point above 20 quid is just not going happen.

I wouldn't expect 20 per test, the test is likely to presented as an ELISA and going rate for something likely that would be around £5 per test cost price with a box usually being 96 tests. Factor in sales and production costs etc. Great test and other formats may be offered via a license. I say this as a holder to.mange expectations on early revenues etc

The new announced contract hardly moving needle on smarteye share price. A raise will be painful at that level for them.

Another small design win announced

Magna mirror dms has a nice section all of its own on the CES booth. Underpins importance

For those without an infectious diseases/biotech background we haven't discovered drugs but new druggable targets that will be useful for preventing or alleviating rsv infection. By knowing new targets previous drug discoveries that are safe but not proven for their original intention might have activity against rsv, a use case that may not have even been thought of. We are not doing drug discovery per se. This is important distinction to.make as the cost base is very different using this route and potentially quicker by a quantum of years.

Touching 52wk low again. Increasing pressure on incoming CFO to get funding secured. Squeaky bum time as Alex Ferguson might say. Read elsewhere that seye claimed the ex90 on their Swedish language investor slot. The presentation is archived but as a 'black country mon' its enough for me to understand English most of the time so can't help. Slides they used seemed to be similar to last investor presentation I caught from them. Bigging up.polestar 3 is onlything I picked up on.

Do Bdms systems have recurring revenue like guardian or is it a one-off sale and install and customer sorts data side for themselves as part of their autonomous testing set up?