Seeing Machines Share Chat (SEE)

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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

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Date	Subject	Author	Discuss
17/1/2019 10:17	Indeed . Apologies .	alchemy	Read Full Thread Reply
17/1/2019 09:49	I NOTE you have used so so so often so there!	davidtrain	Read Full Thread Reply
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 certainlyVRS 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	Read Full Thread Reply
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	Read Full Thread Reply
17/1/2019 08:52	The market don’t think so.	volsung	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
16/1/2019 23:32	It would be interesting to know the revenue & profitability of our monitoring division & its possible value	base7	Read Full Thread Reply
16/1/2019 17:11	Great, I've messaged you on Twitter	thetrophyman	Read Full Thread Reply
16/1/2019 16:36	Wasn't expecting a maths masterclass.	poombear	Read Full Thread Reply
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	Read Full Thread Reply
16/1/2019 16:10	Ok cool. If anyone is interested in joining the SEE twitter group, drop me a tweet at @paulpingles.	seans66	Read Full Thread Reply
16/1/2019 14:51	Yeah, go for it seans, I use Twitter mostly and perhaps a wider audience	thetrophyman	Read Full Thread Reply
16/1/2019 14:16	Proactive interview: hTTps://www.youtube.com/watch?v=vQdjPFOU8cU @seeingmachines on Twitter	cliffpeat	Read Full Thread Reply
16/1/2019 09:29	Revenue this year equals last . Thats quite a lot of accumulation time.	alchemy	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
15/1/2019 23:49	Anyone aware of a twitter group?	thetrophyman	Read Full Thread Reply
15/1/2019 15:54	I bet you wished you'd waited :(	shallwe	Read Full Thread Reply

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