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On the plus side if the selling has stopped, we might see an increase in the share price.

Wishful thinking I know.

Here’s the simple version of what just happened in that RNS from Seeing Machines Limited:

In plain English

* Lombard Odier reduced its shareholding

* They went from 7.86% → 6.75%

* That means they sold some shares

* But they still remain a large shareholder

Can we expect any news this week?

How long ago did PMG say the next contract was due?

I thought he mentioned delays before were partly because people were on holiday before signing or did I imagine that?

Hey Chris & Whatif, great research as usual.

This is very interesting & surely must mean a new OEM announcement or is it because VW are investors in Rivian that we won’t hear anything ?

In high-risk industries like gas distribution, safety isn’t optional – it’s an operational necessity. Explore how Air Liquide UK is using #Guardian to proactively manage #fatigue and #distraction risk – keeping drivers safer on every journey. #AFDD #SeeingMachines

https://hubs.ly/Q04bTXv50

Paul & Martin

The timing feels right to announce something meaningful.

Market sentiment is improving, and in this environment timing is everything. Even a single piece of positive news could act as a strong catalyst for the share price.

Let’s build momentum ahead of the next results rather than wait for them. A proactive update now could really help shift perception and energy around the story.

Feels like the moment to go for it, let’s gooooo 🚀

Thanks Chris

Great work as usual 👍

Thanks chaps

That literally is the clearest flashing modules I’ve seen in a car.

Interesting they say the launch of the Polo is next 👍

Interesting comments on LinkedIn by Matteo Del Sorbo President of Mirrors for Magna

We see the mirror as a key enabler of next-generation vehicle safety. Its position within the vehicle makes it ideal for integrating visibility and sensing technologies that enhance driver awareness and protect occupants – delivering meaningful safety advancements for our customers.

https://www.linkedin.com/posts/matteo-del-sorbo-b9275922a_we-see-the-mirror-as-a-key-enabler-of-next-generation-ugcPost-7449462775577247744-z-oK?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_campaign=copy_link

Still waiting for an RNS that is actually positive.

All these RFQs & pipelines promises ???

Grandliner GmbH & Co. KG is a private German bus operating company.

They operate long-distance coach services as a contractor for Flix (FlixBus).

The phrase “DACH region” refers to:

Germany (D)

Austria (A)

Switzerland (CH)

So essentially, Grandliner runs buses across Central Europe under the Flix network.

What is “GmbH & Co. KG”?

This is a German legal company structure:

GmbH (Gesellschaft mit beschränkter Haftung) = limited liability company

KG (Kommanditgesellschaft) = limited partnership

👉 Combined, it means:

A partnership structure

But with limited liability protection via a GmbH acting as the general partner

It’s a common structure in Germany, especially for family-owned or privately run transport/logistics firms.

What does this mean for Seeing Machines Ltd?

Seeing Machines Ltd develops AI-based driver monitoring systems like Guardian.

This deal means:

Their Guardian technology is being deployed in commercial bus fleets

It’s being used in real-world, long-distance public transport operations

Why this matters:

1. Commercial validation

A major Flix contractor adopting Guardian signals trust from a large-scale operator.

Flix networks are high-volume, safety-sensitive environments.

2. Expansion in Europe

Strengthens Seeing Machines’ footprint in the DACH region.

Important because Europe has tightening safety regulations for driver monitoring.

3. Recurring revenue potential

Fleet deployments usually involve:

Hardware installation

Ongoing software / monitoring subscriptions

→ This can create long-term revenue streams.

4. Strategic positioning

Bus and coach fleets are a key segment alongside:

Mining

Automotive OEMs

Success here can help win other Flix operators or similar fleets.

Bottom line

This isn’t just a PR line—it’s a practical deployment with a real operator in a major European transport network. For Seeing Machines, it signals:

Growing adoption in public transport

Increasing European market penetration

More evidence their tech is commercially viable at scale

We are delighted to be working with Gradliner GmbH & Co. KG, a major bus operator in the DACH region for Flix. Our #Guardian technology is now helping enhance driver safety and support their commitment to safer long-distance travel.

https://www.linkedin.com/posts/titelbild-edited-1-share-7448233508243894272-8i80?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_campaign=copy_link

Quality research Chris can clearly the flashing models in the mirror.

Thanks Chris

I bet it’s really hard to navigate through all the new launches in China but appreciate the effort mate.

I would be surprised if Smarteye were in VW as knowing how they communicate I thought they would names drop like they normally do with some big announcement.

SEE can do sooooo much more to communicate & help boost share price but they choose not to. Terrible communication by PR & marketing team, nothing worth getting excited about with lack of progress on all fronts.

Just wondering if you have seen any evidence of SEE tech in the new VW launches in China.

Any links would be most welcome 👍

Today, the CUPRA Raval makes its debut, the first of four distinct vehicles in our new Electric Urban Car Family and the first visible step in a completely new offering of small and compact electric vehicles.

 

Together, Volkswagen, Škoda Auto and CUPRA are bringing this new family to market on a shared development foundation, while clearly differentiating each model in design, positioning and customer promise.

 

That is the strength of our multi-brand collaboration in Brand Group Core: scale does not mean compromise. It means affordable electric mobility, strong brand differentiation and speed of execution. Over the lifecycle, this joint approach unlocks cost-saving potential of around €650 million.

 

The CUPRA Raval is the first visible step. More will follow. Markus Haupt Klaus Zellmer

Horrific photo shows Athena Strand, 7, in FedEx truck moments before driver killed her while delivering Barbie Xmas toy

https://www.thesun.co.uk/news/38752778/athena-strand-tanner-horner-guilty-plea-killing-fedex/?utm_medium=Social&utm_campaign=sunmainfacebook&utm_source=Facebook#Echobox=1775631356

We, at Škoda Auto Volkswagen India Private Limited are proud to announce the #StartofProduction of the new #VolkswagenTaigun at our state-of-the-art Pune facility.

Built on the foundation of our ‘Make in India, for India and the world’ vision, the new Taigun brings together high localisation, precision manufacturing, and a deep understanding of Indian customers.

What’s new?

✅ A bold, refreshed design that stands out

✅ Premium features shaped by customer feedback

✅ German driving dynamics with superior comfort

✅ Uncompromising 5-star safety

Since its debut in 2021, the Taigun has earned the trust of over 140,000 customers, with nearly 30 percent of production exported to global markets. With this new iteration, we are taking that legacy forward.

The new Taigun is ready to build on its success and elevate the SUV experience for our customers.

Piyush Arora, Jiří Mašín, Nitin Kohli, Volkswagen India

#NewVolkswagenTaigun #MakeInIndia #SAVWIPL #ManufacturingExcellence #CustomerFirst #ŠkodaAutoVolkswagenIndiaŠkodaAutoVolkswagenIndiaŠkodaAutoVolkswagenIndia

Kind of agree ISB but Mitsubishi & SEE are working on something potentially big in Japan. If they announce Toyota we should get a huge rerating & hopefully have an exit at a higher multiple price.

SEE need to drop a big announcement..we are due one!

Thanks Chris