Member Info for Seeing-2020

What a time to be invested in Seeing Machines, we are about to enter everyones most exciting time of the year #SpectacularSeptember, its still unclear if we will drive into Sept on the back of some news in the next few days or if the newsflow will flow from next week.

What news do people think will land?

- A contract win from the recently announced Gen3 trial with a Mitsu company.

- A Gen3 win from the ~20 trials, assumption being "material" win would be announced.

- A Gen3 win from a large logistics company, the "name" of said company being important

- Announcement of a certified aero product from Collins, coupled with an order for around 333 planes?

- A design win for auto.

- Update on the 'business case' for alternative use cases

- Final Results for Y/E June 2025

- Outlook statement to include confirmation of "cashflow breakeven" by end Dec 2025

- Clarity of ongoing relationship with Magna

- None of any significance.

Happy Sept to you all when it comes.

#SpectacularSeptember #RocketEmoji

What a time to be invested in Seeing Machines, we are about to enter everyones most exciting time of the year #SpectacularSeptember, its still unclear if we will drive into Sept on the back of some news in the next few days or if the newsflow will flow from next week.

What news do people think will land?

- A contract win from the recently announced Gen3 trial with a Mitsu company.

- A Gen3 win from the ~20 trials, assumption being "material" win would be announced.

- A Gen3 win from a large logistics company, the "name" of said company being important

- Announcement of a certified aero product from Collins, coupled with an order for around 333 planes?

- A design win for auto.

- Final Results for Y/E June 2025

- Outlook statement to include confirmation of "cashflow breakeven" by end Dec 2025

- Clarity of ongoing relationship with Magna

- None of any significance.

Happy Sept to you all when it comes.

#SpectacularSeptember #RocketEmoji

Esc, I posted for those who want to engage.

It's not compulsory, so feel free to ignore if it offends you.

#SpectacularSept #RocketEmoji #Positivity

Updated for the responses received to date, I will also include any responses from the Telegram group. Some of the below may be incorporated into one RNS, but I have included all for completeness.

What a time to be invested in Seeing Machines, we are about to enter everyones most exciting time of the year #SpectacularSeptember, its still unclear if we will drive into Sept on the back of some news in the next few days or if the newsflow will flow from next week.

What news do people think will land??? I will start us off but feel free to add your suggestions.

- A contract win from the recently announced Gen3 trial with a Mitsu company.

- A Gen3 win from the ~20 trials, assumption being "material" win would be announced.

- A Gen3 win from a large logistics company, the "name" of said company being important

- A design win for auto.

- Final Results for Y/E June 2025

- Outlook statement to include confirmation of "cashflow breakeven" by end Dec 2025

- Clarity of ongoing relationship with Magna

- None of any significance.

Happy Sept to you all when it comes.

#SpectacularSeptember #RocketEmoji

Humster, I think its as simple as finding the group on T. Its called 'Seeing machines Share Chat' and requesting to join.

Updated for the responses received to date, I will also include any responses from the Telegram group. Some of the below may be incorporated into one RNS, but I have included all for completeness.

What a time to be invested in Seeing Machines, we are about to enter everyones most exciting time of the year #SpectacularSeptember, its still unclear if we will drive into Sept on the back of some news in the next few days or if the newsflow will flow from next week.

What news do people think will land??? I will start us off but feel free to add your suggestions.

- A contract win from the recently announced Gen3 trial with a Mitsu company.

- A Gen3 win from the ~20 trials, assumption being "material" win would be announced.

- A design win for auto.

- Final Results for Y/E June 2025

- Outlook statement to include confirmation of "cashflow breakeven" by end Dec 2025

- Clarity of ongoing relationship with Magna

- None of any significance.

Happy Sept to you all when it comes.

#SpectacularSeptember #RocketEmoji

What a time to be invested in Seeing Machines, we are about to enter everyones most exciting time of the year #SpectacularSeptember, its still unclear if we will drive into Sept on the back of some news in the next few days or if the newsflow will flow from next week.

What news do people think will land??? I will start us off but feel free to add your suggestions.

- A contract win from the recently announced Gen3 trial with a mitsu company.

Happy Sept to you all when it comes.

#SpectacularSeptember #RocketEmoji

Incorrect, I was delighted when Brockwl sold. It bugs ne he came back.

One of my many wishes is that all the small time traders get caught the wrong side of this.

#SpectacularSept

Brock, thats funny, I don't feel the need to share my financial analysis which is a different thing.

Always beware of the long post with a few bits of detail, doesn't make you better informed than anyone else and people thinking you are here yo help them should be reminded of your post below....Just a trader talking your book.

Total Drivel28 Feb 2025 10:50

"Just for you Maps as you seem so interested. I sold 1.5m shares at various prices because couldn't sell in one go, but all prices were higher than where the buy is now.

Won't be buying back no matter how low it goes until something changes."

I would suggests watching the recent interview with the CEO and CFO, they actually know what they are talking about

As for breakeven the CFO explained it very clearly and simply at the TH.

I tend to think the CFO knows more than anyone guessing numbers on here, also the CFO has never sold a share

Better to look forward rather than backwards isb, otherwise you risk becoming bitter and twisted and we wouldn't want that.

Keep the faith, big news coming, rocket emoji.

Manifest positivity

#SpectacularSept.

Isb, this is the 10th anniversary of Spectacular September, what an exciting time.

More likely this year than the 9 years it didn't happen.

#SpectacularSept

The top quality Fedex research was me, thanks for remembering

#SpectacularSept

New York State bus crash caused by distraction

"It's believed the operator became distracted, lost control, over-corrected and ended up... over there," said New York state police commander major Andre Ray at the scene yesterday evening, giving the toll for the first time."

https://www.rte.ie/news/us/2025/0823/1529780-new-york-bus-crash/

Baxter, we all know what follows the European summer.

I can't wait for it.

#SpectacularSeptember

My main concern for this share is the drop in the standard of derampers.

Anyone know of a decent deramper looking for a new share.

We have a company that's loss making for 20 years and the best they can come up with is a "months delay"

I'm crying with laughter

15 replies and not a single suggestion that breakeven won't happen soon.

Even the derampers can't deramp anymore

NT, from memory the original forecast (a few years ago) for FY26 was $125m revenue split

- Auto $60m

- Fleet $60m

- Aviation $5m

Firstly every forecast is wrong, especially when you try and forecast years into the future, if they get within 10% of that $125m thats an achievement.

Secondly all fleet wouldn't have been recurring revenue it would be hardware sales also.

If we sell say 24k units in the year thats around $20m revenue, I am assuming circa $750-800 a unit.

Looks to me cashflow breakeven will be achieved in a few months time.

Happy to hear any alternative views from the derampers?

Isb, it was a Trading Update for the year ending June 25. So if the RFQ weren't closed when he updated us a few weeks ago they still aren't closed.

The big target is breakeven and it appears everyone on here agrees it wil happen in a few months time.