Member Info for schlemiel

MI - nice one:

''The identity of the customer in unknown, but obvious possibilities include Amazon, Coca-Cola, PepsiCo or Walmart. The actual name doesn’t matter. What matters is that a company with a large truck fleet has undertaken an exhaustive field trial of all suitable solutions and then selected the optimal drowsiness mitigation technology.''

Tullow is facing bankruptcy..the management have been criminal

Nm

Nm

For early morning

Especially S-2020 and maplinman

ta

the Amazon confirmation is, if absolutely true, very exciting.

''The new protocol goes even further in encouraging smarter, safer tech. Driver monitoring systems, which track attention, fatigue or even signs of intoxication, will now become a major part of safety scoring — jumping from just two points to a massive 25 points in 2026.

These systems are designed to spot when a driver is distracted, drowsy, or impaired – and alert them before an accident happens. In time, they could even detect alcohol or drug use through patterns of eye movement or reaction time.

Why carmakers will have to play along

Technically, Euro NCAP is voluntary, and manufacturers aren’t legally required to follow its standards to sell cars in Europe. But there’s a catch – those five shiny Euro NCAP stars have become a powerful selling point.

Buyers trust them. Automakers brag about them. And losing them could be bad for business. So, while brands could ignore the rules, few are expected to take that risk.''

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''In short, Euro NCAP isn’t anti-technology – it’s anti-distraction. The 2026 changes aim to strike a balance between innovation and safety, reminding carmakers that just because something looks futuristic doesn’t mean it’s safer.

So, the next time you reach for a physical button instead of swiping a touchscreen while driving, you might just have Euro NCAP to thank for bringing common sense back to the dashboard.''

https://euroweeklynews.com/2025/11/14/europes-war-on-touchscreens-new-2026-rules-will-force-carmakers-to-bring-back-buttons/

That is one hefty UT

Nm

FB - 'No message' fella.

Sorry, just seen PR's reply.

cheers

Lookin' very strong

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'mined'

''though overall domestic mining (in the US) has declined, prompting increased reliance on imports from countries like Chile, Canada, and Peru. The U.S. mines around 1.1 million tons annually, but still needs imports,''

Something going on

Nm

No doubt in time Google will cough up anecdotal evidence about the identity of the customer (Linkedin etc etc)

McNally’s view is clear: “We expect momentum to build through FY26 as full compliance with the July 2026 GSR mandate approaches. Seeing Machines remains the DMS market leader with over 4.2m vehicles deployed, ahead of Smart Eye (~2m). With customers representing c.12.5m of the 16.1m European vehicles forecast to be sold in Europe in 2026, the installed base should continue compounding, though the pace of inflection will vary by OEM depending on inventory and model cycles.”

In addition, I expect multiple new contract wins in auto and aftermarket to materialise by Christmas.

end

Seeing Machines seals Amazon contract in the US

Posted on 12th November 2025

Spread the love

Seeing Machines (AIM: SEE) has finally won the Amazon.com contract for Guardian Gen 3, which should be the first of many decent-size Gen 3 contracts over the next few months.

In an RNS issued today Seeing Machines confirmed that it has won the “US-based multinational” and would support the initial installation of 1,100 Guardian units, which are scheduled for completion by this December. Discussions are also ongoing for further expansion in the New Year for Amazon’s heavy truck fleet.

According to information I’ve obtained (which are likely to be an underestimate), Amazon in the US has a fleet of approximately 1,645 tractors (cabs) and 12,835 trucks.

KPIs

Seeing Machines also released its latest set of KPIs for Q1 FY 2026, with confirmation that it now has 4.24m cars on the road with its DMS technology. An additional 510,000 cars were produced in the latest quarter, 4% up on the previous quarter, demonstrating continued growth in what is traditionally a subdued quarter.

Sales of Guardian Gen 3, at 368, did disappoint. However this was due to delayed large deals, which are now coming through as is clear from the Amazon win.

In a note issued today, analyst Peter McNally from house broker Stifel commented: “Guardian unit sales in the quarter were 368 (fiscal Q425: 2,536) as certain expected deals slipped into the current quarter, including a significant aftermarket order announced today for the 1.1k units before December 2025. This means that shipments in Q2 so far are already greater than 2,600 units and therefore have been more of an issue of timing rather than quantity, as we are less than halfway through fiscal Q2.”

He added: “The aftermarket pipeline remains healthy, with multiple pilots and commercial contracts progressing, and partnerships such as Mitsubishi Electric Automotive America expected to support production scaling through FY26. We estimate current quarterly capacity at roughly 6k units with c.$800 ASP and ~40% gross margin, highlighting improved unit economics versus Gen-2 and stronger leverage potential as volumes rebuild.”

Importantly, CEO Paul McGlone has confirmed: “We remain on track to achieve our cashflow break-even run rate target by the end of this calendar year.”

While some traders have cashed out their winnings, most investors are holding as the share price rise seems set to continue, as auto volumes ramp in anticipation of EU legislation that comes into force in July 2026. Also, tougher Euro NCAP safety ratings apply from January 2026 and will necessitate a camera-based DMS/OMS for a car to achieve a 5 star safety rating.

cont.....

It's about timing. You choose the time to buy and the time to sell. You can't blame SEE for your decision making. SEE is what SEE is. Accept that it's failed many times (failed to deliver across various parameters) and choose not to be part of the equity.

Is SEE becoming investment grade for the first time? It's gonna take another year or so but by then SEE could've been swallowed up.

Who's the multinational?