Member Info for OldFool13

This just underlines the great opportunity for new investors here. I wish I was one of them, but alas am not. The SP will react very positively to any new wins which us holders really need now.

I hope he does, its a steal at this price. Anyone can understand the basic fundamentals have not really changed, they should see the opportunity here, even those that became desperately negative. The reasons for the SP being where it is can are easily be understood, and this is way oversold. SEE, SEYE and TOBII will all win more of the upcoming RFQ's but only one of those three will reach breakeven anytime soon.

I feel rather envious anyone who has cash to spare and the nogin to buy at these levels, I wish I had waited but I didn't!

It amazes me that insurers have not already made huge financial benefits to those driving with DMS. After all a technology that could save them millions in claims for poor driving should be welcomed by them. It will come and so will Gen 3. It will only be voluntary by financial coertion in short time.

I had a re-watch of the latest video this morning. McGlones body language was better than his last interview, but he did appear stressed (so he should). Good to hear a timeline of 2 quarters prior to July 2026 (so by end of THIS year) of a major ramp up in installations - Legislation driven. He also stressed a “really really strong pipeline” for Gen 3, the man is not a liar.

Last week brings up a whole host of questions and clearly everything we found out just raised more. I still stubbornly hold onto the notion that the CFO should know a whole lot me than us peasants, as he knows the bigger picture and I cannot see anyone that controls finance being a fool with his own money, let alone his own families fortune. Then again he should have been aware of this latest "speed bump!"

The Investor presentation in April also indicates to me that there should be positive news incoming. My reasoning is simply that McGlone is not someone that would put himself up to be shot down, his personality traits just would not allow himself to be made a fool of by a room of agitated investors (what he would get if the presentation was this week). McGlones track record may be poor on his claims, but he has proven himself to be very adept at negotiation and he would not go into any meeting on the back foot.

Investors deserve answers on Supercruise, and a response to the claims by Krantz. Upcoming RFQ contracts will sort the wheat from the chaff, and hopefully by April those attending will be of a happier mind.

Federated Hermes down from 6.58% to 6.45% so no real biggie

Protracted contracts & OEMs reevaluating only really happened because the Euro rules were delayed 2 years! I really should have sold when the delays were annouced, but that was my choice not to sadly. Not SEE's fault .

My last message was in response to a spam poster advertised his junk share. However it was deleted as I posted now post post looks weird without any context!!! Not sure if others can see it even as LSE says its been deleted. This Oldfool should not have been so grumpy so fast :-)

You said it, already "spiked" so will fall back even more later. Mug punters beware.

I don't expect too much regarding the KPI's, just "inline with market expectations" would do for me.

Personally I suspect much more in the way of contract announcements in the next 3 months - contracts not all as SEE wins! I suspect SEYE will win their share of the bottom of the market taking the cheaper models.

I am happy to follow the lead of the SEE CFO.

Reposted to edit the silly error on the last line

I don't expect too much regarding the KPI's, just "inline with market expectations" would do for me.

Personally I suspect much more in the way of contract announcements in the next 3 months - contracts not all as SEE wins! I suspect SEYE will win their share of the bottom of the market taking the cheaper models.

I am happy to follow the lead of the CFO.

Sooner or later the market will catch onto the significance of these director buys, the legislation led DMS car revolution happening during 2025 (in advance of 2026 implementation) then look at the finances that will transform SEE in 2025 and rerate this SP to realistic prices

Building the anticipation for CES 2025

https://mashable.com/article/ces-2025-car-trends

Lots of teasers in these articles, not specifically SEE but should give us a little bit more to look out for with DMS generally. A few companies SEE have been linked with though. Anyway have a look for yourselves.

Its just desperate deramping. Sad people seek to mislead others so desperatly. Anyway dilution is only bad if there is no upside. There is plenty of upside and thoroughly welcomed and this will not be the last of this rising share.

Now who actaully bought at 3.2p this year? I did 10 years ago lol! Well done to those that did, I was behind the sofa in fear of the wifes wrath!

Moan, moan, moan. We are all in the same boat and its bad enough looking at the price but to read your tiresome bleating is peeing me off. YOU BOUGHT THE SHARES, YOU HELD THEM, own your own failure!

Isb, I blame myself only, noone made me buy or keep these shares. I don't listen to the doomsters, but then again I have scant regard for the daft higher claims. I have said before my target has always been 15p. However my buys at 3.2 and 3.1p are now under threat of going negative, I find that ridiculous in comparison to consider 10 years having past and potentially not making any money, my problem that reflects on a poor decision to hold these and I feel rather deflated at the SP being back here.

3.2p was one of my big buys I never thought I get close to losing money on. Absolutely unbeleivable.

Speaking of re-reading I don't understand where "eight" got typed!

Green blobs are wasting a lot of megabytes today, funny to spend so much time berating a company you have no financial interest in ... right!

yes it is a good job we got that caterpillar money pulled forward for the next 5 years ... good financial sense to pull this forward from a period they will not need it. the polar opposite to sitting on your hands holding a share you have no faith and *****ing on a forum.

you can keep developing and expecting a return on investment during a timescale that will see that product needed and mandated in all cars. only a fool would cut back on r&d ... unless you are daft enough to be an investor bleating on a bb!

things like alcohol detection are exactly the type of profile that will take this company forward eight in governments agenda. but hey lets stop investing in alcohol detection and lets the competition overtake our lead!

we could be back at 2p before too long if the markey deems it and sentiment turns sour. oh wait according to some people the company are a total waste of space but still they allegedly hold and cry all over the forums.

you ought to re-read the tripe you write.

Oh and this was taken off Safestocks article, not SEE. Who do I trust more Safestocks, The company, or people that now refuse to see any positives?

Anyway back to reality

1.9 – 2.1 million annual production units for Automotive, contributing to high-margin royalty revenue.

A 20% increase in connected Guardian units generating monthly services revenue.

13,000 – 15,000 Guardian Gen 3 units to be sold, predominantly in Q2 at a much higher margin (50%) than previously with Gen 2 units (10%).

Aviation to achieve Blue Label (functioning prototype) product delivery, adaptable for certain fields of use (simulator, air traffic control).

Cash flow break-even run rate target at end of FY2025.

Isb if you truly beleive that you are a total mug for still holding and wasting your life. Seriously, sell and buy something else with better prospects. If I get to the point you are at, I will sell at a loss and move on. Just to be clear I do not disagree with all of the negatives you post, however I still see a future in the product.

Not when he can get a reaction like yours, makes his dull and dreary day. Filter the desperate SEYE holder. and stop boosting his pathetic posts