Member Info for Seeing-2020

You have either registered and been confirmed or as I suspected you are not going.

Why turn up and put some effort in eh

Seize, are you registered to attend on the 2nd? If so there will be a Q&A and I have always found Paul open to any question, so that's your chance.

Moaning on here on a daily basis is more for those armchair warriors who never show up to such events

It's easy to post insults but I don't see anyone posting any evidence to an alternative view?

We have an RNS linking us to Merc (as per extract below) so it's not a huge leap.

"The start of production on these additional vehicle models from General Motors follows successful FOVIO e-DME software launches on the new Mercedes Benz S-Class and Mercedes Benz EQS sedans"

Totally agree Maps.

This used to be a great board with research posted on a daily basis by people who put a lot of hours in.

JC finds the patents and articles and TLS tries to explain it in language that it can be understood by the less intelligent of us. Aaroon appears very insightful also.

Https://www.linkedin.com/posts/seeingmachines_tmcannual25-guardian-trucking-activity-7305369457743253505-7eEN?utm_source=share&utm_medium=member_android&rcm=ACoAAAhWlqEBEaKZMGs9u04O9Y3CNkklo_3oS_4

That's external camera monitoring, rather than DMS.

https://www.volvotrucks.co.uk/en-gb/trucks/features/camera-monitor-system.html

Who are the Japanese OEM we have been working on the RFQ with Mitsu for 12 months?

Working with Mitsu for "5 or 6 years" that's new news I think

He also doubles down on "other uses" outside transport

New US based interview with Paul, I assume arranged by the marketing team.

https://www.linkedin.com/posts/carl-anthony-detroit_at-our-core-its-about-safety-its-what-activity-7304887399833088001-_RDm?utm_source=share&utm_medium=member_android&rcm=ACoAAAhWlqEBEaKZMGs9u04O9Y3CNkklo_3oS_4

Https://www.safestocks.co.uk/

Recognition of its ability in the transport sector has brought partners rushing to sign deals with Seeing Machines – many of whom feature in the ‘Humanoid 100’ list. Yet, its latent qualities in the sphere of robotics remains unrecognised by most. Hence, its current market cap belies the true value within. That cannot last much longer… Do you hear wedding bells?

Seize, Mitsu as you have stated paid 4.09p only a few months ago, that doesn't however mean that shareholders (such as board member Michael Brown) would vote for a cheap takeover.

ASs for management buying, the CFO bought more shares only a week ago and with a holding of over 10m shares I am going to assume he owns more shares than everyone posting on here.

Dunk, this technology is mandated and doesn't an incentive for the customer to agree to it.

Think of it like an airbag or seatlbelt

The stated target of the company is 100% yoy growth in cars on the road, in the KPIs announced this week they achieved 90%, ok not quite 100% but also not like the world is going to end either.

"Cars on the road with Seeing Machines' technology increased to 2,883,745 units, representing an increase of 90% from 12 months ago (Q2 FY2024: 1,516,545)"

Don't know why you are mentioning "Directors reward" my post was about the price PAID for shares.

Martin Ive CFO has received no performance related shares, he has bought all his shares with his personal money.

None of us know his personal financial details, but the size of his personal investment is huge.

Magna International - bought $10m at 11p (excluding the convertible note)

Martin Ive CFO - holds 10.4m shares at an average price of 5.74p

Mitsu - hold 19.9% of the company at 4.09p

I would look at them rather than some trader on here trying to scare people so they make a quick 20%.

I am a holder, have been for 12 years, I continue to hold based on my research, I won't blame anyone if I lose my money as I am a grown up. My average is around 4.3p as I have bought consistently over the time I have been here.

If people "sold in panic" that's their problem and they need to own that decision. Once they stop posting and move on, then perhaps it was worth it

The CFO continues to buy and has invested over A$1m, a huge holding

Sentiment can change very quickly.

Clearly the auto nunber yesterday were disappointing, and thr SM mgt were surprised and "frustrated" also.

News will come

- Gen3 fleet - Paul mentions 7 major trials, so we will land some of them

- cars on the road, understandably Paul is now being very prudent he doesn't know is the reality its outside his control so he assumes "flat" and moves breakeven to the right.

- RFQ / RFI , busier than ever and a "full book" of RFQ and RFI, again we don't control the timing, but no one else is announcing wins so it will come.

For me the drop is overdone so I will be buying this morning

Brockl, just a reminder that you sold and are now "on the sidelines" , no need to keep posting on a share you no longer own.

"I see little to support the share price in the short term, so have once again sold out, probably for the final time.

I'm actually surprised it's still above 3p, and see it drifting below that over coming weeks.

Good luck to those still holding. I will continue to watch, from the sidelines."

Cash is king for any pre profit business, the Mitsu deal looks even better business on the back of todays results.

Clearly the macro automotive numbers are impacting our business and this surprised all of us and the SM management.

Does that mean suddenly DMS will fail? clearly not, its like an airbag and will end up in every new car.

So for me, its time for calm heads

Https://www.linkedin.com/posts/colin-barnden-1081376_ces-automotive-driver-activity-7299750241610678273-OuW1?utm_source=share&utm_medium=member_android&rcm=ACoAAAhWlqEBEaKZMGs9u04O9Y3CNkklo_3oS_4

Great article with decent quotes from Tim Edwards and Colin B.

Behind pay wall but full version on Telegram group

https://www.telegraph.co.uk/cars/news/intrusive-car-safety-features/