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Volvo is Smarteye

Personally I think it’s healthy to have a balanced view on SEE, I don’t always agree with the so called doom mongers but we do need to hold management to account if the are not performing.

The share price alone is enough to frustrate the feck out of investors. What gives me hope is these partnerships with Valeo, Magna & Mitsubishi.

If the research is right, the latest wins out of Valeo & Magna should pay dividends to SEE shareholders but the wait continues for this to be reflected in the share price. We need to push past 5p & get to 6p by July & will he happy before we rerate on next KPIs & hopefully new contract wins.

My team in Berlin is growing, and I'm looking for a talented, driven Project Manager to join the team.

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If you are passionate about advancing cutting edge Al, computer vision and human factors technology to save lives on a global scale, and want to make a real impact, I'd love to hear from you.

https://www.linkedin.com/posts/jacquilewis_my-team-in-berlin-is-growing-and-im-looking-share-7463143604941844481-gjvk?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_campaign=copy_link

Here’s the link:

Not worthy of a RNS so hopefully they have bigger news than this to follow ;

https://www.linkedin.com/posts/italy-pilot-final-share-7463091370073686016-oFQL?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_campaign=copy_link

We're pleased to announce a pilot program with a major public transport operator in Northern Italy, deploying #Guardian across select electric buses.

This milestone also highlights the strength of our global collaboration with Mitsubishi Electric, with Mitsubishi Electric Europe B.V. - Filiale italiana introducing this opportunity as part of our broader shared commitment to advancing #safety technology worldwide.

Together, we're supporting public transport operators as they work to strengthen driver and passenger safety, and improve overall fleet performance.

We look forward to seeing the results of this pilot and continuing our joint efforts to support safer roads for everyone.

#FleetSafety

I think any investor who understands & researched SEE as long as we have musicbelieves the good times will come.

I’m all for staying under the radar & going in stealth mode to gain market share without being the need to be brash about it. If this is the strategy then it’s not a bad one if the analysts finally rerate based on reporting sales volumes & profit.

I think we just want to see some positive developments & announcements to confirm what we are all reporting so we don’t go stir crazy.

I really think this stock is so over looked by investors because our story has failed to be told yet.

In one sense good for anyone holding as this will rerate but like you say painful to watch sometimes.

This will be printing money once our tech is licensed out to the masses but meanwhile we wait for the next news to drop.

We need to creep up back to 5p & hold then 6p onwards after Japan contract announcement.

Valeo & now Magna have announced wins with DMS so where are our RNS’s as partner ?

Thanks Schlemiel

This is significant but if it’s an expansion will SEE make an announcement ??

I feel like they should as looks very material !

C”mon SEE let’s have our Wednesday RNS please

That's a wrap from the 28th ESV Conference in Toronto, Canada. Seeing Machines was well represented throughout the event as our team met with regulators, safety advocates, researchers, OEMs, and other stakeholders from around the world.

Visitors to our booth got an opportunity to see firsthand how our technology can now detect impairment, including impairment from alcohol. This, combined with existing fatigue and distraction detection technology, means our system can detect the vast majority of human behaviours which lead to serious vehicle crashes.

As part of the conference, new research from Monash University Accident Research Centre (MUARC) revealed that Driver Monitoring Systems benefit cost ratio of 22:1 over 30 years is firm evidence that DMS is the technological equivalent of the seat belt. Read the full paper: https://hubs.ly/Q04h3KdtO

We look forward to continuing our conversations to make sure everyone gets home safely.

#ESV2026 #Safety #SeeingMachines

Valeo to Manufacture Localised ADAS System In Gujarat For Indian CV OEM

French automotive supplier Valeo has been nominated by a major Indian automotive manufacturer to supply its Valeo Smart Safety 360 (VSS360) system for commercial vehicles.

The advanced driver assistance system (ADAS) is designed specifically for the Indian market and will be produced at Valeo's manufacturing facility in Sanand, Gujarat.

The VSS360 is a ‘one-box’ ADAS solution that integrates radar fusion directly into a smart front camera. This design allows vehicle manufacturers to remove individual Electronic Control Units (ECUs), reducing costs and simplifying integration into existing vehicle architectures.

A significant technical feature of the system is the Univolt Camera, which is compatible with both 12V and 24V electrical architectures, allowing it to be used in vehicles ranging from Light Commercial Vehicles (LCVs) to heavy-duty trucks.

The system utilises three radars and one camera to provide a suite of safety and comfort functions, including:

Moving Off Information System: Protects pedestrians and cyclists during vehicle pull-away.

Blind Spot Information System: Monitors side zones for vulnerable road users.

Standard ADAS Functions: Includes Forward Collision Warning, Automatic Emergency Braking, and Lane Departure Warning.

Driver Monitoring: Software that detects driver drowsiness and fatigue to mitigate accident risks.

The system has been tailored to meet upcoming General Safety Regulations in India and handles unpredictable traffic conditions common on Indian roads. It also supports over-the-air (OTA) updates to maintain software performance throughout the vehicle's lifecycle.

Marc Vrecko, CEO, Valeo Brain Division, said, "This award demonstrates how our high-end ADAS technology can perform in the world’s most demanding environments while drastically improving road safety. India is a cornerstone of our 'Elevate 2028' strategy and Valeo is committed to providing high-tech, scalable, and cost-optimised safety solutions that meet the specific requirement of Indian roads."

Jayakumar G, Group President & Managing Director, Valeo India, added, "This award marks an important milestone in expanding our ADAS portfolio in the commercial vehicle segment in India. By localising these advanced solutions, we aim to deliver highly competitive products tailored to our customers’ needs. Regulatory momentum is a key driver accelerating ADAS adoption and supporting our journey towards safer and smarter mobility in India."

https://www.motoring-trends.com/technology/valeo-to-manufacture-localised-adas-system-in-gujarat-for-indian-cv-oem

WHATIF18 ...thx pal, really helpful research as usual.

Could be with our tech will let our resident experts Chris & Whatif investigate further.

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The robotics space is definitely exciting, but realistically there are a lot of different verticals where we are working alongside Mitsubishi that could help accelerate the company’s value as an AI vision specialist. PMG kinda stated that in the interview.

In the near term, I’d really like to see confirmation of the Valeo / India contract, especially since DMS is believed to be part of that package. Beyond that, the market is clearly waiting for a Japan deal announcement, which could be very significant if Toyota comes onboard, although I suspect it may end up being another OEM.

& lets face it Guardian trials must be close to finishing so a big commercial deal should be close to completion.

That’s how I see the short-term pipeline shaping up, but I’d still like to hear more detail around robotics because that side of the story could materially re-rate the company very quickly if a new partnership with Mitsubishi or another major player is announced.

On Monday May 18, Smart Eye will report results for 1Q26 (Jan-Apr). The company needs to start to report quarterly cars on road numbers, and to state historical quarterly delivery totals going back to the start of 2022. It cannot self-declare market leadership but then hide behind a wall of data obfuscation. CEO Martin Krantz cites commercial sensitivity of delivery volumes and average license prices as the reason not to reveal details. The issue is obviously that the numbers are not flattering to the Smart Eye PR messages of market leadership.

Seeing Machines has published quarterly delivery volumes going back to the period Jul-Sep 2022, when the quarterly total was 183,517 and the cumulative total was 559,302. At that time it was being absolutely thrashed by Smart Eye, which had just reported over 1M cars on road and was racing into pole position as the BMW Gen. 1 #DMS ramped into production. But the record shows Seeing Machines was first to 2M, 3M, 4M, 5M, and now 6M. For 1Q26 Seeing Machines reported 1,284,557 units, and total cars on road of 6,103,288. With a following wind it might reach 8M this quarter (see Aug KPIs) in the run up to the #GSR deadline for advanced distraction #ADDW.

urther transparency is revealed in a video on YouTube, in which CEO Paul McGlone guides the average license price per vehicle to within the range US$8.5 - US$9.5. There's lots of nuance, but that is good enough guidance and the CEO is accountable for saying it publicly. Call it US$9: ASP and volume gives real-time license revenue guidance for financial analysis.

In comparison the Smart Eye reporting is a wall of fog, which buries automotive license revenues in with NRE and aftermarket AIS to create an impenetrable smokescreen. Smart Eye knows all the numbers and selectively highlights whatever it likes. We can't challenge the data and never know about bad news because it is not visible, but analysis now implies the quarterly production comments made in the financial statements during 2023 were optimistic, as BMW ramped down and Hyundai and GM ramped up. We can't know for certain because the raw data gets withheld.

So, over to you Team Smart Eye. Let's see the current and historical quarterly numbers for cars on road and we can decide market leadership and market share estimates for ourselves.

Want to know more about the big picture for the European automotive DMS market and "who supplies whom?" DM me for details of the Semicast analysis: "2026 Forward Share Estimates of the European Automotive Driver Monitoring Systems Market." There are two reports, one covering Tier 1 suppliers, and one covering Tier 2s.

Message to request your copy of the study brochures and order forms to purchase these reports and to cut through the industry PR noise. Fastest delivery is by credit card payment via Stripe, accepting various card types. Direct wire transfer and conventional P.O. routes also accepted.

https://www.linkedin.com/posts/colin-barnden_dms-gsr-add

It's Wednesday at the ESV Conference and #SeeingMachines is proudly featured in several important studies. Our Chief Safety Officer, Mike Lenné, was a coauthor of a paper proving the cost benefits of Driver Monitoring Systems (DMS) solidify the technology as a proven, cost-effective safety technology.

Our DMS was also used in a VTTI and General Motors study showing that DMS helps improve Lane Keeping Assist technology by ensuring the system works when drivers need it most.

Finally, Honda used our technology to help demonstrate how DMS makes other vehicle safety systems more robust.

If you're at #ESV2026, please stop by Booth #29 and experience firsthand how our system is improving #roadsafety.

jeeing Machines

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Nice find whatif18 👍

The VSS360 system is a cost-optimized, scalable ADAS solution that will be manufactured in Sanand, Gujarat.

This particular version is designed specifically for the Indian market and includes key safety features such as Automatic Emergency Braking, Lane Departure Warning, and Driver Drowsiness & Attention Warning.

Ery interesting interview posted today with Paul McGlone from Seeing Machines. The discussion about a revised business model involving licensing the software assets in the Fleet sector to multiple third party suppliers is new and would completely transform the outlook. Licensing to a major Fortune 100 company with its own sub-contract manufacturing network could remove the hardware design/production risks, leaving the company as a pureplay AI/software developer.

For institutional investors, family offices, and others seeking an expert third-party source to understand competitive positioning and key differences in strategy between Harman, indie, Seeing Machines, Smart Eye, and Tobii Autosense, I can be booked for telephone-based consultancy via GLG, Guidepoint, and Third Bridge Group. Just ask for me by name.

https://lnkd.in/ebqsYfz8

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As part of our commitment to road safety and

Mexico in order to strengthen the protection of its drivers, promoting the use of our tools:

Health Report: Training was provided on the interpretation of reports and connectivity checks, GPS and tracking.

6 Technical Support: Optimization of service through email channels, tickets and WhatsApp.

- Digital Ecosystem: Advanced management in Guardian Live, Horux Live and Zendesk platform.

• FFC Pro-2: Training on general operation and realtime monitoring.

• Guardian Gen 3: Practice of diagnostics, configuration, and use of equipment.

, We thank Linde Mexico for its proactive vision in road safety and for choosing us as its allies in this learning journey. By integrating expertise and technology, we consolidated a safer and more responsible operating standard for transportation across the region.

#safety #GUARDIAN #seguridadvial #prevenciondeaccidentes Linde Latam Norte

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The 28th ESV Conference is officially underway and Seeing Machines is here to showcase our latest occupant sensing technology.

This morning we heard the latest crash statistics from across the world. While in general, deaths and injuries are trending down, we still have a lot of work to do.

That's why our technology is more important than ever to get people home safely.

If you're in Toronto, come visit us at Booth #29 and see firsthand how we are hard at work saving lives.

#Safety #SeeingMachines

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