Member Info for Sharesplease

Brock,

1. the way I read the Magna RNS, I think the 8% interest a year gets added on at the end, which would make the figure $63m.

2. We have 3 million cars on the road, at $10 per car does that mean we have received $30m of the $392

3. We only ever had a $7m contract with GM, since then Seye have won 2 GM contracts, according to KK, they won them both on price.

The staff at See must be worried about there jobs when they see what’s happening with the SP, I’d guess that’s the main topic of conversation just now, also Paul’s phone must be red hot with the large investors wanting to know if there investment is safe.

I can only see two options, 1. he has to get the funding sorted, as quickly as possible or 2. he sells the company at a knockdown price, remember we still have a company which has almost $400m of Auto contracts, over 2 million cars on the road with our DMS, Fleet with over 60 thousand monitored trucks, this all has to have some value.

There is no way Magna are going to pay 11p for a 5p share also the $17m was an upfront payment not a licence fee

I’d love to know what’s going on over at Cipia, up 25% yesterday, up 40% today on no news…….if only.

Those figures are not this quarters KPI, they don’t come out until 22nd of August.

That must have been some contract Cipia signed yesterday, I see they are up 61%……. we contracted VW only got a 3%/4% uplift, I don’t think I’ll ever understand how stock markets work.

If all Daimler trucks are going to have Tobii,s Dms factory fitted, and all Traton trucks are going to have Smart eye factory fitted where exactly does the after manufacture market come from.

Thanks S-2020, QC where the star of the show 2 years ago, I’m hoping this will be a repeat performance.

Are we exhibiting with Qualcom this year?, so far they’ve not been mentioned.

Also it would be unusual for the tier 2 to announce a win before the tier 1.

With a rights issue, for every share or shares you own you can one at a reduced price, what usually happens is the sp settles somewhere in between the two.

On July 2021 Paul and Martin, both told us there was $900m of RFQs this year and the same next year, in year one just over $200m was reported which we won almost all, we are about 5 months into year two, so far about $250m has been announced which seye have won most of, so there is still over $1 Billion to play for.

I would guess Stellantis, this is one I’m quite sure we would have bid for, on the back of this I don’t think they’ll have any trouble getting there right issue away, clearly it’s not something that worries the OEMs.

I’m expecting See to be top of the AIM leader board today, good luck all.

Smart Eye won a contract with Volvo in March 2020, as far as I’m aware we have never won anything with them.

Smart Eye

Glandore, in a years time I would expect us to have well over A$500milion in contracts, I don’t think it will take Stifel much of a sell to find one or two strategic investors, especially at these prices, it’s not something I would worry about.
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I understand why people are panick selling just now, but the fact is with A$372million of contracts over a 6 year period starting 2024 we should be bring in about A$60+Million a year from Auto, plus any other contracts we win, add on fleet and See has a great future, after 9 turbulent year’s I’ve never been so confident.

ACB…….Smart eye announced yesterday they were going to miss this year’s revenue targets with the result there sp dropped 17%.

AC