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Looks like all OEMs are happy to swop DMS providers based on price & performance.

Tobi is a perfect example winning new a new contract with BMW so where that leaves us nobody knows, not even Colin Barnden knows by the looks of it !

Mitsubishi is our only hope as at least they are tied to SEEs success, every other OEM has shown no loyalty so far but that has been a constant theme as we know.

More proof Its TOBI-BMW : Oh well looks like we need to target the Japanese & fast!

Adrian (Adi) CapătăAdrian (Adi) Capătă

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leading In Cabin Sensing for Tobiileading In Cabin Sensing for Tobii

2mo • 2 months ago • Visible to anyone on or off LinkedIn

Great demo of BMW iX3 Neue Klasse, showcasing the future of driving experience with ground breaking functionality such as gaze based automatic lane change!

https://www.linkedin.com/posts/adriancapata_2026-bmw-ix3-driving-assistant-professional-activity-7341205859533737984-pXeA?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs

So i took the teaser image from Tobi posted on Linkedin and ran it through Chatgpt: see image for reference: attached:

https://www.linkedin.com/posts/adriancapata_it-has-taken-me-four-years-to-write-this-activity-7374027977652785152-Nind/?utm_medium=ios_app&rcm=ACoAAApaTqwBL5iMJhIZLDW8zQRfv7lwngMJWJ8&utm_source=social_share_send&utm_campaign=copy_link

Best we can hope they that BMW are dual sourcing with SEE & Tobi !

I see the image you uploaded — it’s clearly been framed in a way to hide any brand logos or signature design cues, which lines up with Tobii deliberately keeping the OEM anonymous.

Let’s break down some hints from the interior design language:

1. Infotainment screen & UI

The screen shape, UI style, and nav graphics look quite similar to BMW’s iDrive 8/9 system (used in the iX, i4, iX3, etc.).

The angled, driver-oriented screen with blue-heavy nav maps strongly resembles BMW interiors rather than Volvo’s Android Automotive interface (which usually has a portrait layout in newer Volvos).

2. Dashboard & trim

The fabric-like trim with reddish/pink tones plus minimalist horizontal vents is also reminiscent of BMW’s recent “i” electric lineup (like the BMW iX and iX1).

Volvo interiors tend to use more wood/metal finishes with Scandinavian simplicity and vertical venting, not this style.

3. Camera housing (above the mirror)

The chunky DMS/OMS housing shown here is quite large — typical of prototype / pre-SOP demo cars.

BMW has showcased similar large housings in concept/prototype demos before final integration.

My take:

Even though Volvo philosophically fit Tobii’s announcement, this interior photo does not match Volvo’s current design language. It aligns much more with BMW’s new-gen EV interiors (especially iX/iX1/iX2).

So, my hypothesis shifts:

👉 The “European premium OEM” is most likely BMW — not Volvo.

How will Colin Barnden spin this I wonder ?

So Smarteye have announced contacts & now Tobi.

Well done SEE management you must be very proud of all the RFQs that you have failed to convert !

Every time we have a presentation & results due we tank, absolutely embarrassing!

The Alliance is moving forward.

The Renault-Nissan-Mitsubishi Alliance met in France yesterday at the cutting-edge Ampere Douai facility, with Chairperson and CEOs from all three companies came together to review joint initiatives and explore new opportunities for growth and value creation.

The session marked Nissan CEO Ivan Espinosa’s first visit to the Douai Plant, where the Nissan Micra EV will be manufactured as part of our partnership with Ampere.

Learn more about how we are leveraging the Alliance:

https://lnkd.in/gei6RbEW

Renault Group Mitsubishi Motors Corporation AMPERE Ivan Espinosa Francois PROVOST

He’s been more wrong than he’s been right in his predictions.

SEE need to get to at least 10p before they consider selling ! Management need a rocket up there arrse as this share price is getting beyond a joke.

More excuses next week I’m afraid by PMG & Co unless they can finally pull the rabbit out of the hat!

But someone also bought that right ?

As always the share price tanks before an earnings update.

True to form management do nothing to bolster the share price & leave us hanging once again in limbo land!

Getting unbelievably frustrating to stay positive!

📊 Bottom Line:

The drag will only disappear when investors stop fearing dilution, start trusting the execution, and can measure quarterly progress with hard KPIs. On AIM, it’s not about the tech anymore — it’s about credibility and visibility.

5 Pointers for Management

1. Profitability Countdown Clock

• Instead of broad guidance, give the market a quarter-by-quarter trajectory: “by Q4 FY26, cash burn down by X%, by FY27 EBITDA breakeven.”

• Markets reward specificity — AB Dynamics did this and re-rated without huge new contracts.

2. Segment-Level Transparency

• Publish KPIs for each business line (Automotive, Fleet, Aviation) — unit installs, average revenue per unit, margins.

• Investors then see which segments are funding growth vs. draining cash.

3. Capital Markets Day (CMD)

• Host a CMD where Tier-1 partners and even OEMs speak. That external validation boosts credibility massively.

• Fever-Tree did this brilliantly — letting distributors talk about why they scaled the brand.

4. Institutional Lock-In

• Actively work to increase institutional ownership (beyond Beyond Investment and Banca Generali).

• Institutions stabilise the register and can underpin a valuation floor.

5. Demonstrate Self-Funding Growth

• Make it explicit that no further equity raises are needed under the base case.

• The threat of dilution is often the single biggest drag on AIM valuations.

Chris it’s just frustrating, I’m sure all investors are feeling the same way.

Management need to be held accountable for the poor performance in share price.

Is management sleeping ? Are they not embarrassed by the lack of new contracts compared to the competition ?

Smarteye have now announced two contracts to our ZERO! I don’t care how big or little they are, they just keeping giving what investors want to hear & naturally their share price is rising very nicely, while ours can’t hold 3p!

SEE management, what are you going to announce & when ? Do you really want to be seen as the company that announces no contract wins & let competition supposedly eat our lunch!

This is exhausting, just get on with it !

WHAT’S INSIDE THE GUIDE

The Car Buyers Guide equips you with the knowledge to choose wisely:

Today we launched Australia’s first Car Buyers Guide focused on car features that protect Vulnerable Road Users, in partnership with ANCAP SAFETY.

The Guide gives car buyers the right questions to ask so vehicle safety extends beyond occupants to all vulnerable road users. Every informed purchase helps shift the market toward safer cars and safer roads.

Read and download the Guide here: https://lnkd.in/gtHYSw7E

The Four Pillars of ANCAP Safety

Adult Occupant Protection, Child Occupant Protection, Vulnerable Road User Protection, and Safety Assist technologies.

Awesome to see that the 2025 Mustang Mach-E equipped with BlueCruise 1.5 won the Motor Trend comparison test! Motor Trend explains, “BlueCruise does everything it promises and does those things very well.”

Congratulations to the entire Ford Motor Company ADAS team and Mustang Mach-E team for the continued work to enable the best experience for customers.

https://lnkd.in/eyGfD64M

The Directorate General of Civil Aviation (DGCA) has issued draft guidelines for a new Fatigue Risk Management System (FRMS) for airlines with the proposed system designed to work alongside the existing Flight Duty Time Limitation (FDTL) rules. These rules set maximum working hours for pilots and crew.

https://english.mathrubhumi.com/amp/news/india/dgca-fatigue-risk-management-guidelines-usvoklg6

study: 93 percent of german pilots fell asleep during flight

in germany, a survey conducted by the pilots’ union vereinigung ****pit with the participation of more than 900 pilots showed alarming results. according to the study, 93 percent of respondents reported that they had fallen asleep in the ****pit at least once during flights, reports the guardian.

according to union vice-president katharina dusseldorf, the issue is not a one-time short nap but constant fatigue. “the continuous exhaustion of the ****pit crew poses a serious risk,” she said.

https://zamin.uz/en/world/160344-study-93-percent-of-german-pilots-fell-asleep-during-flight.html

The Insurance Institute for Highway Safety’s Top Safety Pick+ award is among the most important measures of car safety in the U.S.

Soon, only cars that monitor their driver’s behavior will earn it

https://www.kbb.com/car-news/car-safety-awards-will-require-driver-monitoring-tech/

It’s incredible really that we got even get back to 3p with all the Updates we have had.

If we had a Nasdaq listing & got off AIM I think we would be a billion dollar company. I really hope the management strategy pays off!

They must be finalising the contracts with Mitsubishi, so news could be soon but as you know PMG has a history full of let downs, just hoping & praying that one day he catches a break & wins big !

Hi Chris

From Thatcham

Can you check this out ! It’s a Turkish company called Togg shows DMS inside the car but no idea who’s DMS it could be. Any idea ?

https://www.linkedin.com/posts/thatcham_automotive-iaamobility-activity-7371866135031496704-WxWv?utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_source=social_share_video_v2&utm_campaign=copy_link