Member Info for schlemiel

Isb

Mate, you're either in it or you're not. If you find investing in SEE, if you don't believe in the future of the company and if you find it all so tedious then move on.

Nm

Seeing Machines announces initial Guardian order from a US-based multinational company

Landmark order to supply advanced fatigue management technology to extensive truck fleet

Seeing Machines Limited (AIM: SEE), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, is pleased to announce a significant order for the supply of Guardian Generation 3 ("Guardian") units across the distribution fleet of a major US-based multinational company.

Seeing Machines will supply and support the initial installation of 1,100 Guardian units, scheduled for completion by December 2025. This deployment demonstrates a strong commitment from the customer to reduce fatigue-related incidents and improve overall fleet safety. Following the initial rollout, discussions are ongoing for a further expansion in the new year to the company's heavy truck fleet.

The customer's decision to utilise Seeing Machines technology was driven by the Company's leadership position in fatigue management technology. After conducting an extensive trial of Guardian alongside its existing driver safety solutions, the customer found Guardian's performance to be superior. Guardian combines real-time in-cabin alerts with 24/7 live monitoring and is scientifically proven to reduce fatigue-related driving events by more than 94 per cent, setting a new benchmark for safety outcomes in commercial fleets.

Paul McGlone, CEO of Seeing Machines, commented: "This marks our first major deal in North America and is a testament to our technology's proven impact on driver safety and fatigue reduction. When a company is truly committed to achieving the highest safety standards, Guardian stands out as the clear choice."

RNS

Nm

Nm

Now only need Reeves to abolish the EPL and ENQ is off to the races

Superb., thanks

''Recent drilling success at Tandayama continues to reinforce this strategy, demonstrating that Cascabel could ultimately host multiple mining centres within a single, integrated infrastructure complex.''

Nm

''One stock I am currently watching (and holding in small size) is THG (THG). This was a classic 2020 IPO that was massively overinflated, then soon tanked. At the current price of 45p it remains 90 per cent down on its listing level.

Chart 1 shows the IPO and decline over the first four years of THG’s listing.

Back in 2022, there was an offer from a consortium led by Belerion Capital at 170p. What was interesting is that the price didn’t go anywhere near 170p, which told me that the market didn’t believe it was a credible offer or that the business was even worth that.

Sure enough, the deal didn’t go through, and the stock hit a price as low as 23p this June. Yet THG meets two of my three criteria: it is hated by the investor community; and the green shoots are (potentially) starting to appear. And while there is no extended-sideways consolidation, the downtrend looks like it is starting to be reversed. The stock is also 50 per cent off its lows.

I am long the stock due to the last trading update, and I am looking for an opportunity to increase my position. The headline was that the company had experienced its strongest quarter of organic sales growth since 2021.

THG Nutrition (the Myprotein brand which is one of the biggest in its sector) saw 10 per cent organic quarterly growth. There have also been some changes in the business. For example, Ingenuity has gone, having been demerged at the start of this year – which the algos didn’t seem to realise the other day when headlines of a Google deal with Ingenuity spiked THG’s price intraday.

The rebrand of Myprotein caused some issues with inventory last year, so there needs to be caution with the 10 per cent growth number. However, Claremont was recently sold for a healthy profit. This shows that parts of THG may be being undervalued by the market at the moment; Claremont was bought in 2020 for £52mn and just sold for £103mn. Not a bad return.

There was also a bid reported for Myprotein that was rejected, which valued it at £400mn-£600mn. The company said that this fundamentally undervalued Myprotein, but that rationale was given at 170p also.

Chart 2 shows the recent price action and why I believe there is credence in the idea that the story is now changing.

We can see clear volume since September and the price is rising. Watch out for future updates – if there is an ‘ahead’ RNS and upgrades confirmed then I intend to add to my position.''

SEE's rerating as I type.

Stifel reiterates ‘Buy’ with 9.6p price target

Posted on 6th November 2025

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Following on from the news that VW has started production in China, with Seeing Machines DMS and OMS tech in Magna’s rearview mirror, Stifel has reiterated its 9.6p price target and confirms SEE as one of its top picks.

In a flash note issued today, Stifel analyst Peter McNally wrote:

“The significance to us is that production is happening on time. As we heard at the Townhall event earlier this year, Seeing Machines was expecting the start of production of a number of programmes this year with one significant one over the summer (which we believe happened on time) and a second larger one later in the year. So, the announcement is good news that it is starting toward the early part of calendar Q4.

“We also note that this is for both DMS and OMS which typically indicates better ASP than DMS alone. We see this as a positive development as the company approaches its target of run-rate cash flow break-even by the end of the year.

“We don’t think this announcement has anything to do with the Magna loan but is purely signaling that the production ramp is starting on time. We should be getting fiscal Q2 KPIs in the next couple of weeks. The company remains one of our top picks at 14.4x FY26E EV/EBITDA. Buy.”

https://www.safestocks.co.uk/2025/11/06/stifel-reiterates-buy-with-9-6p-price-target/

Corporate governance issue apparently. II won't let you buy

Seeing Machines technology set to ramp in China in collaboration with Magna for a German-based OEM

Seeing Machines Limited (AIM: SEE), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, continues to set new standards in automotive safety through its collaboration with Magna, one of the world's largest Tier 1 Automotive suppliers.

Five years ago, Seeing Machines extended its leading Driver Monitoring System (DMS) technology to incorporate a wide field of view and include the monitoring of vehicle occupants for enhanced safety and convenience. This Driver and Occupant Monitoring System (DMS/OMS) solution has matured and today, is delivered via a single camera, including from the rear-view mirror location behind mirror glass, resulting in an overall lower cost vehicle solution for Automotive OEMs.

This past week, Magna has marked a significant one-year milestone since bringing its integrated mirror solution in scaled production and underpinned by Seeing Machines AI-powered DMS/OMS technology, into China with a leading German-based automotive manufacturer.

At the core of this innovation is the combination of Seeing Machines' sophisticated DMS/OMS, seamlessly integrated into Magna's interior mirror. The production system harnesses state-of-the-art cameras and algorithms to monitor driver attention and behaviour in real time, detecting distraction and drowsiness. In critical moments, alerts are delivered to the driver, providing a vital layer of accident prevention.

Paul McGlone, CEO of Seeing Machines, commented: "The mirror-integrated DMS/OMS technology has proven itself globally, and we are proud to work alongside forward-thinking partners like Magna. This world-first solution has been a significant technical achievement and speaks to our shared commitment to safety innovation and to equipping automakers with the cost-effective, advanced solutions they need."

This program, anticipated to reach several million units annually, represents the largest Automotive program award to date for Seeing Machines who is currently engaged on 18 automotive programs with 11 individual OEMs globally, representing an initial cumulative lifetime value of US$392 million, most of which is expected to be realised by 2028.

end

Https://uk.advfn.com/stock-market/london/seeing-machines-SEE/share-news/Seeing-Machines-Limited-Collaboration-with-Magna-milestone-in-China/97167204

Https://www.thechronicle.com.au/news/national/beetaloo-gas-mega-project-australias-silver-bullet-for-energy-shortages/video/73efaba94d7ef1369c43f3ad67c673f4

They keep using those Tesla's. Come on SEE/Magna, get knocking on Musk's door.

Very bullish. feels like it's slowly coming together, at last.

thanks for the info

Let's see what Colin at DMS thinks who the customer is or the lad at Safestocks.