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Share Name Share Symbol Market Type Share ISIN Share Description
Seeing Machines LSE:SEE London Ordinary Share AU0000XINAJ0 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.10p -2.44% 4.00p 3.90p 4.10p 4.10p 3.95p 4.10p 2,454,079 12:45:52
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 17.2 -20.2 -1.2 - 91.51

Seeing Machines Share Discussion Threads

Showing 16301 to 16324 of 16325 messages
Chat Pages: 653  652  651  650  649  648  647  646  645  644  643  642  Older
DateSubjectAuthorDiscuss
17/1/2019
10:17
Indeed . Apologies .
alchemy
17/1/2019
09:49
I NOTE you have used so so so often so there!
davidtrain
17/1/2019
09:31
So , accumulate on dips.....I've heard that before somewhere. So of my three , my current model isRedT this quarter likely , this next half almost certainly*VRS indeterminate but likely unicornSEE Top up from any great slicing from RedT or Versarien.* For a "zoom".So holding at VRS topRedT nextSEE some way below.Reaction welcome . I not I've used SO three times. So sorry.
alchemy
17/1/2019
09:25
I do think we have time before the market starts discounting lift off. Why - that surprising, to me, of flat revenues this year.
alchemy
17/1/2019
08:52
The market don’t think so.
volsung
17/1/2019
08:51
I'm talking auto, the fleet revenues were originally stated as around 600 a year per unit for recurring revenue. Note the 70mil is my worst case for auto, my opinions only.
dthurgar
17/1/2019
08:45
Only 10 to 30 per vehicle. Is that annual rental or sale of hardware and software? 70m GP less costs of say 40m then only 30m profit. Pe of 20 then 800m valuation. Broker fcast only 35m then still loosing money in 2020. Not the opportunity I was hoping for given the need for more cash to be raised in the future. Are you sure the revenue is not going to be billions say ten years down the road.
amt
17/1/2019
08:13
Ant, revenue per vehicle likely to be 10 to 30 a vehicle. Just in autos there are 70mill a year produced, 60% predicted to have DMS, see worst case 25% market share. So would say worst case 100m revenue at 70% margin. 70mil profit. This is only cars.
dthurgar
17/1/2019
07:55
I worked this out yesterday. Broker rev forecast for 2020 is £35m. Broker also believes it can achieve the same valuation as Mobileye which was 30 x rev. This comes to about a £ 1 billion - or 50p - by end of 2020.All estimates will be based on assumptions but one thing is clear it will be BIG!
seans66
17/1/2019
07:31
What's the market opportunity here. Let's say global annual sales 100m in 2025.60% with driver monitoring. 33% share to SEE currently 50% So 20m vehicles. 100 quid per vehicle equals 2 billion in sales. Any views on that kind of back of envelope calculation? The 100 quid per vehicle might be much too low. Any ideas.
amt
17/1/2019
00:02
All the optimism on this site is really encouraging-and then you flip over to the trades board and see many more sellers than buyers at prices around 50% of my in price, and suddenly all the optimism seems a bit mis-placed.Pity
tarrant777
16/1/2019
23:32
It would be interesting to know the revenue & profitability of our monitoring division & its possible value
base7
16/1/2019
17:11
Great, I've messaged you on Twitter
thetrophyman
16/1/2019
16:36
Wasn't expecting a maths masterclass.
poombear
16/1/2019
16:20
When you see the potential and then look at the share price, you only need a penny rise to get nearly a 25% return,
barriew
16/1/2019
16:10
Ok cool. If anyone is interested in joining the SEE twitter group, drop me a tweet at @paulpingles.
seans66
16/1/2019
14:51
Yeah, go for it seans, I use Twitter mostly and perhaps a wider audience
thetrophyman
16/1/2019
14:16
Proactive interview: hTTps://www.youtube.com/watch?v=vQdjPFOU8cU @seeingmachines on Twitter
cliffpeat
16/1/2019
09:29
Revenue this year equals last . Thats quite a lot of accumulation time.
alchemy
16/1/2019
09:13
more than 60% of all light vehicles produced globally will include driver monitoring DMS by 2025. The Board expects to achieve a significant share of this market given the limited competition in DMS technology, Says it all If so billions of revenue by then.
amt
16/1/2019
07:30
No there is no twitter group. I am happy start one if people are interested? 2019 is going to be a massive year for SEE so lots to talk about.
seans66
16/1/2019
07:24
Seems fine... Next year maybe the important one. Just a shame they can't get revenue up.., and How's the cash? All good tho
rjcdc
15/1/2019
23:49
Anyone aware of a twitter group?
thetrophyman
15/1/2019
15:54
I bet you wished you'd waited :(
shallwe
Chat Pages: 653  652  651  650  649  648  647  646  645  644  643  642  Older
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