Member Info for redindi

Viktor has been making the comparison for a long time, going on with the same comparison does not make it true and Viktor is liable to look stupid if SEYE keeps on losing customers.
I'm not just talking of BMW or Audi but the 'delayed' 14 model JLR contract. How long does the delay continue before it's no longer a delay??
And empty grey case in Porsche Taycan hardly bears comparison with Mobileye either.

Terry

That is somewhat off the beaten track for a company with nothing to do with VR. Very odd. Or is it?

Mr BB

Let's hope he is 1. Awarded a large number of shares if he delivers and 2. Let's hope he can't buy at the moment due to the insider knowledge he has.

He does appear to be doing a lot better job of promoting SEE than the previous incumbent.

https://londonlovesbusiness.com/ask-clem-should-i-get-excited-when-directors-buy-shares-in-their-own-firm/

From what Paul Mc was saying I'd think it would be highly unlikely he would be able to buy at the moment.

Yes yes maybe

Baxter

I'm sure you have a vault of knowledge but in other areas than SEE and good luck with your yardage. Hope it's good on the course and clubhouse this week.

Cristal

You are obviously on something. Rampy RNS from SEE?????
SEE valued 4/5 times than other tech stocks. Now if you were talking about SEYE you might be half right but....

SEE need to come good on this statement -

'Seeing Machines' strategic focus is on leveraging the value of its expansive Intellectual Property (IP) asset. The Company is now in advanced discussions across a range of transport sectors regarding exclusive licensing arrangements with the aim of expediting mass-market deployment in strategic markets, through industry-leading partnerships.'

Advanced discussions, new shortly, obviously have different meanings in Australian or do they?

Baxter

What? Have you heard of another fund raise or is it there's good news and you'll have to sell at 4.4p hence leading you to find another place to moan?

Buff
That all depends about market confidence. The markets trust in SEE was not helped by TFD (and other things) and the way it was handled but if you assume nothing else has changed and Paul Mc regains that on Mon/Tues then a trading range between 6.7-10.0p would be correct. However, things have changed. At the height of the Problems, auto booked business was $110 million, now it's about double that so that, and other contributions (minor at present) would also have to be taken account of.
So, IF Paul Mc pulls the rabbit out of the hat next week, the SP should also acknowledge the changes that have happened since. It's now up to the new(ish) management to deliver. It's quite a big IF.....

S2020

More like Baxters next top up price!

Terry

Surely you know investors have moving targets, it's called the Baxter1 Syndrome and is highly contagious!

There's reasonable, there's cheap and there's doesn't do it. If you look at the intended trials, only one comes near to what SEE does and I would suggest in that case maybe TfL should call SEYE whose retrofit product will quite probably do a better job but won't do what TfL. However, it's all about perception so if TfL want to do a bad job, pass it off as a good job and come cap in hand to SEE once legislation extends to existing buses etc let them.
Although I somehow think this is an attempt to bring the overall cost of SEE down a bit.

I'm not so sure that a licencing deal is needed in order for there not to be a need for a fund raise. If S2020 is correct and I believe he is being conservative, there may be no need for a fund raise.
However, as always, on here at present, there is a tendency to look at the worse case scenario. I have no reason at present to not believe Paul McGlone /SEE will not release news that will in some way put these concerns to bed. I hardly find it plausible that SEE would arrange a CMD just for private investors to vent their ire over another fund raise and until it happens, or not, I'm prepared to give the relatively new CEO the benefit of the doubt.

Baus,

Yes, it is but no, it isn't. Geography has little to do with it, it'w whether the tech/algorithms are up to it. Volvo is most definitely safety and SEYE definitely struggle to do safety and with the sounds coming from all directions, Dr Mike (as ET points out), Thatcham and NCAP, (not forgetting EU legislation) in Europe at least the signs aren't good for SEYE (hence why it's probably gone, tail between its legs to China) wherever the criteria demands safety.

The general consensus is it is SEE but as per usual with OEM's, in development could mean it's ready to release in 20121/22/23.....

To go from a high of over 14p to a low of under 3p I'm not sure drastic is the correct word. We only have KKs interpretation of what happened as well.

A while ago you talked to a mate who after you telling him about SEE, said you must be bonkers and now after telling an Aussie broker, he says you must be bonkers.

So, two completely unrelated people months apart have called you bonkers.

Hmmm

Can't be the Baxter that used to be on here moaning as he said he'd sell at 4.4p so must be another moaning Baxter. So, another moaning Baxter, what SP before you sell up at and go moaning elsewhere?