Member Info for Seizetheday

Shows the steering wheel with our DMS ! 4 new models surely that’s RNS worthy ??

https://www.fleetnews.co.uk/news/ford-launching-hands-free-bluecruise-tech-on-four-more-models

4. A post (on social media, X) from Seeing Machines themselves:

“Our #drivermonitoring system technology supports safe assisted driving in the #Ford electric Mustang Mach-E SUV as they launch #BlueCruise into the UK.” 

• This is direct from the company’s own social account: they claim their DMS supports BlueCruise in the Mach-E in the UK.

5. Additionally, a LinkedIn‐post claims:

“Seeing Machines’ FOVIO Chip has hit the road as Ford models with BlueCruise start production around the world.” 

• This indicates its “FOVIO Chip” or product variant is part of Ford models with BlueCruise.

Are we still in blue cruise ?

Big news for customers in Europe! BlueCruise is expanding beyond Mustang Mach-E and will be available on new Puma, Puma Gen-E, Kuga and Ranger PHEV vehicles – giving even more customers access to hands-free highway driving.

 

Democratizing BlueCruise across vehicle lines has been a priority for us in the U.S. Now, we are taking steps in Europe with this expansion making it available on five vehicle lines. Plus, it is approved to use across 16 countries in Europe which will allow customers to easily take multi-country road trips using the tech.

 

I am proud of the Ford Motor Company ADAS team in Europe for all of the progress and momentum we have made over the last year in the market.

Special thanks to Pradeep Nold, Vanessa Marie Dierich and the rest of the team in Europe!

https://www.linkedin.com/posts/sammy-omari_big-news-for-customers-in-europe-bluecruise-activity-7394847274977153024--cey?utm_source=share&utm_medium=member_ios&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs

Paul is definitely giving the vibes of someone who is confident of the future trajectory of the company.

He has a canny way of predicting future contracts…In his previous interview he mentioned Japan contract , china with Magna & a big US contract plus BDMS with Waymo extension.

He said should expect more contracts this month or next so let’s see if he continues his winning streak 🙏

Another article on it:

https://itbrief.com.au/story/seeing-machines-guardian-gen-3-targets-micro-distractions-in-fleets

Great find Aaroon:

Here’s the video link : Def think an RNS as the tech is first of its kind.

https://youtu.be/2MBw_k3_tuA?si=CccBIY_L9rLO8Pup

I admire safestocks sticking his neck out & stating it’s Amazon, but how can he be so certain? Where’s the evidence??

None of the brokers have tried to guess yet so I think this is pure speculation. I have a feeling it could be FED EX or DHL, PMG has liked a few posts referring to DHL but best case scenario this is another company we have trials with & news may drop this month or next !

I can’t believe we don’t know the customer! Surely they could have given us more of a clue, mentioned ‘online retailer’ without given game away!

If we announced all these contracts with the actual customer name like WAYMO, VW, BMW, AMAZON etc we would be at 10p just on investor interest & speculation.

If it’s AMAZON this is huge news, SP will rise from here.

Had 4.07p showing on late auction after 4.30pm close.

Now back to 3.90p but hoping we can blast past 4p before the KPIs get posted.

SEE tend to release RNS’s on WED or THURs & would be good to get bumper KPI number then hit us with a SHELL contract the next day 🙏

Https://www.bgr.com/2019389/waymo-expanding-robotaxi-fleet-major-us-cities/

Firstly, I found the RNS disappointing in how vague it was regarding value creation. I understand that Seeing Machines takes its lead from Magna, but without any real indication of what this deal is worth, it’s unrealistic to expect analysts to re-rate the stock.

In my opinion, if they had simply stated something like, “We expect an additional 3–5 million vehicles in China to be produced with DMS-enabled mirrors,” the share price could easily have hit 4p today.

Our only real hope now is that once the KPI results are released, PMG follows up with a presentation to expand on this announcement — providing proper context around the Magna deal and clarifying its actual value to the company.

My other main takeaway is that everything PMG said in the last presentation with Martin has so far aligned closely with what’s playing out.

We still have a SHELL or Amazon deal on the cards, now that would sky rocket us past 4p.

Mitsubishi Electric Corporation reported a strong start :

Good for SEE

Earnings call transcript: Mitsubishi Electric Q1 2025 sees record profits

Mitsubishi Electric Corporation reported a strong start to its fiscal year 2026 with record high first-quarter profits. The company announced a 10% year-on-year increase in revenue to ¥1,312.8 billion and a 19% rise in operating profit, reaching ¥111.9 billion. Net profit also hit a record high for the quarter at ¥90.9 billion. The company’s stock saw a 4.22% increase in value, closing at ¥1,421.8, as investors reacted positively to the robust performance and strategic outlook.

Https://electrek.co/2025/10/27/tesla-driver-asleep-autopilot-slams-into-police-car-gets-arrested/

C’mon PMG don't let us down!

In your presentation you said we should be expecting contracts to drop by the end of this year !

Let’s start with some this week please !

Chuffed for Seeing Machines to be acknowledged in The Australian Top 100 innovators for 2025. This is great recognition for the entire Seeing

Machines team.

Sometimes the recipe is pretty simple:

- have purpose;

- be authentic;

- work with great people; and

- lead to empower them.

Human Factors will continue to lead effective Human-Al collaboration and ongoing innovation.

https://www.linkedin.com/posts/mike-lenn%C3%A9-86a1854_chuffed-for-seeing-machines-to-be-acknowledged-ugcPost-7388142748513550336-5fA-?utm_source=share&utm_medium=member_ios&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs

Great research buddy 👍

So main takeaway from the presentation!

Rear view mirror will be the dominant feature for DMS intergration moving forward!

That’s very good for SEE

The #SeeingMachines team is excited to be attending this year’s American Trucking Associations Management Conference & Exhibition (MCE) as proud ATA members, alongside our partners from Mitsubishi Electric Automotive America, Inc. 🚛 MCE is always a highlight on the trucking calendar - bringing together industry leaders, innovators, and fleet professionals to share insights, explore new technologies, and shape the future of #FleetSafety. If you’re attending, Jeffrey Duffy, Emily Gulbranson and Eric Verdiguel would love to connect and talk all things safety and innovation! 🔗 There’s still time to register: https://hubs.ly/Q03PPS6k0 #ATAmce25 #Guardian

Was expecting something to drop by now!

PMG ..let’s keep momentum going & give us a much needed contract !

We already get paid mimimim volumes so should effective us & it’s temporary at best. No drama