Member Info for SEEING

Don’t worry, there will always come another Proactive interview were PMG update you about postponed RFQs and new RFIs.

Smart Eye Announces 3 New Interior Sensing AI Design Wins with Major Korean Car Manufacturer

Just PR according to Colin, SEE is number 1!

https://storage.mfn.se/02e158db-6305-45e6-a25b-8b5c9a46c89b/smart-eye-announces-3-new-interior-sensing-ai-design-wins-with-major-korean-car-manufacturer.pdf

Is anyone here subscribing to Colins new OnlyFans? 😬

https://lnkd.in/ew-MZKs5

Euro NCAP announces safety ratings. Is Seeing Machines DMS included in any of the tested vehicles? 🚗

https://x.com/EuroNCAP/status/1909894689282543973

At 3:24 in this video SEE says: ”We can expect to continue to win about 50% of RFQs”. Has anyone here seen any follow up on this statement? What is the actual number?

https://youtu.be/bFXpQWJroOs?si=xqvWk1g8rMzumjw2

When it comes to software defined vehicles and what’s expected from a SW Tier1 his expertise is probably an inch wide and an inch deep… 🤡

Smart Eye Secures 200 MSEK Design Win Deal – Delivering to Major New Japanese OEM Customer as a Software Tier 1

https://www.smarteye.se/investors/press-releases/press-detail/?slug=smart-eye-secures-200-msek-design-win-deal-delivering-to-major-new-japanese-oem-customer-as-a-software-tier-1&utm_content=329308746&utm_medium=social&utm_source=twitter&hss_channel=tw-1283431916

” They suggested that decrease in auto was spread equally across customer base, and therefore although not specifically asked or answered, have the impression no one contract was lost.

Their explanation was that the industry, concentrated production in low trim versions of models to save costs. Which isn't where our product is.”

Save costs? SEE has 8 car programs in production. How can all OEM programs at exactly the same time decide to reduce the fitment rate for DMS? Shortage of a key component making it impossible to produce the DMS hardware? It’s something fishy here…

Great news for Valeo terrible news for Magna? Business as usual for Seeing Machines?

Https://www.mobileye.com/news/volkswagen-group-cooperates-with-valeo-and-mobileye-to-enhance-driver-assistance-in-future-mqb-vehicles/?utm_source=x&utm_medium=social&utm_campaign=VW_Surround_ADAS

” Beyond hands-free driving in specific conditions on approved highway sections, the system will offer features like traffic jam assist, hazard detection, parking assist, driver monitoring, and 360-degree emergency assist, with future-ready capabilities such as augmented reality displays.”

Is this the end for Magna Mirror in VW or why do they source DMS from Valeo?

2 Is the price 10$ per car so low for FOVIO Driver Monitoring Chip? Or is it 10$ per car just for the DMS SW?

3 What is KK?

” Surely the CEO is duty bound to make a statement to clarify there is no known justification for the share price destruction?”

Isn’t the justification for the share price destruction the ”H1 FY2025 Trading Update & Quarterly KPIs” and the following Proactive interview with CEO? What kind of statement do you expert?

Of course I don’t know that it isn’t. I hold SEE but I don’t but until CEO explains wtf happened to the growth 2025…

Sure, SEE is supplier for some Mercedes models, but the new CLA is built on a new platform. How do you know that SEE is supplier also for the new CLA? Just look what happened for SEE and their sales to GM…

Safestock says that SEE is DMS supplier in the new CLA based on some blinkning IR LEDs? Wtf…

A camera visible above the center stack display yes, but this car is built on a new platform. How do you know that SEE is supplier herr?

Why no camera in the mirror? Is it even Seeing Machines?

Release a RNS saying that the new VW Tayron has no camera based DMS?

CB also wrote that GM reported strong sales in China. How can macro explain the low automotive volumes?

the proactive interview was a good oppurtunity for ceo to explain the real reason for the 34% decline, instead of this volatility bull****. is it due to that seeing machines has lost the gm business to seye?