Member Info for Seeing-2020

Both the print version and longer online version are on the Telegram group

They just said they read it from the experts on this chat board

Just for balance, there is also an article in the Daily Star stating the CFO is "nuts" to hold over 10m shares and the "sp is about to hit 2p"

Anyone looking to see the Times article it's posted in the Telegram group

Good article on page 15 of today's The Times newspaper, comments for various members of the SM team.

Martin Ive CFO

Holding = 10.1m shares

Average = 5.8p

Price paid GBP = £586k

Price paid AUD = A$1.2m

Martin Ive (CFO)

Holding = 9.5m

Average price paid = 5.9p

GBP paid = £572k

AUD paid = $1.1m

A substantial investment, all bought and paid for no free shares

One Martin is buying shares with his own money and has bought more than he has earned in salary.

Other Martin is selling shares that he got for free.

Martin Ive

All purchased no free shares

Holding : 8.7m shares

Average : 6p

GBP : £526k

AUD : A$1m

Will have invested more than he has earned in salary

I agree with Steve.

SM have only be in existence for 20 years, anyone suggesting they have any patents are at best rampers at worse telling mistruths.

Https://www.linkedin.com/posts/colin-barnden-1081376_sensorfusion-ces2025-activity-7283233843724091395-Dg8-?utm_source=share&utm_medium=member_android

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

Https://www.linkedin.com/posts/niko-hammond-a4053861_qnx-cabin-hot-of-the-wire-game-changer-activity-7282057470053695491-Ke7B?utm_source=share&utm_medium=member_android

https://www.blackberry.com/us/en/company/newsroom/press-releases/2025/qnx-launches-industry-first-automotive-software-solution-to-accelerate-digital-****pit-development

major apac-based oem selects qnx cabin to develop its next generation digital ****pit in the cloud

Seeing2020:

https://www.stocktitan.net/news/BB/qnx-launches-industry-first-automotive-software-solution-to-7itppjntivfj.html

QNX Cabin is hardware-agnostic and supports various input methods, including touch, voice, and gesture controls. The platform will be demonstrated at CES 2025 with integrations from partners like Seeing Machines for Driver Monitoring Systems and dSPACE for software-in-the-loop testing.

Https://www.linkedin.com/posts/mike-lenn%C3%A9-86a1854_trbam-ugcPost-7281801776670851072-6hEc?utm_source=share&utm_medium=member_android

Https://biz.chosun.com/en/en-it/2025/01/05/6UOZPGUZFFG7BAW4RILFO5YCUQ/

Samsung going big on UPC (under panel camera).

"Notably, the automotive UPC technology enhances the performance of driver monitoring systems while integrating the display and camera to strengthen design aesthetics"

S2030, I tend to agree.

I think it could be a blessing it's taken so long, if we had takeover in 2018 or 2020 I would have thought it was easy, this investing game.

It's thought me the need to be patient and believe it or not it's thought me some humility.

Funny S2030.

As its the season of goodwill I'm going to split the different with you and for 2025 as the year for SM.

I have watched the results pres again this morning and it was and is noticeable that Paul was more positive about Fleet, we know why now.

Auto wins whilst great won't make any difference to cashflow breakeven.

We achieve breakeven by

1) cost control- should be done, Martin mentions decisions made "towards end of 2024". So redundancies done, payments made, off the books from 1st Jan 25 or earlier.

2) Cars on the road

- getting to SoP on design wins, 95%+ margin

- but these are all already won

3) Fleet ARR increases.

Short-term driven by units already sold (not yet installed) as soon as they install we start increasing monthly margins. Still some material numbers to go at.

3) Gen3 hardware sales

- revenue and margin hit books straight away. Margin increases from 10% to 50%.

- so any sales of Gen3 is hugely impactful.

So what I am most looking forward to is some material Gen3 sales

Seeing2030,

We don't know how long we have been working with Mitsu, all we know is now is the point they decided to invest $50m in SM.

My assumption is they have been working behind the scenes for years and now is the point it came to a head.