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Recent discussions among investors regarding Seeing Machines Limited (AIM: SEE) have highlighted a significant collaboration agreement with Mitsubishi Electric Mobility Corp. (MEMCO) that is expected to enhance their market presence in the automotive sector, particularly concerning Driver Monitoring Systems (DMS) and Operator Monitoring Systems (OMS). This partnership, which aims to leverage MEMCO's distribution network in Japan, Europe, and North America, has been recognized as a substantial step forward for the company. Investors are optimistic about the growing demand for DMS technology, especially with impending regulations in the EU requiring new cars to incorporate such systems by mid-2026.
Financially, the sentiment appears bullish as investors have noted an influx of director purchases, signaling confidence in future performance. The total investment from Mitsubishi, quoted at £26 million, has fueled discussions about the potential growth and market valuation of SEE. The consensus among participants reflects an anticipation for a strong 2025, with expectations for increased contract wins and a route toward cash flow break-even. Key quotes from this dialogue underscore the optimism, such as "Did Mitsubishi invest £26 million into SEE for fun?" and "This should be a good year for news flow," indicating a shared belief that the foundation is set for significant advancements in the upcoming year.
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Recently, Seeing Machines Limited has been active in the financial markets, with several significant developments regarding shares and holdings. On January 2, 2025, a notification was reported indicating significant changes in shareholdings, primarily involving new acquisitions and disposals of shares. Notably, Lombard Odier Asset Management sold a substantial number of shares to Mitsubishi Electric Mobility Corporation, as part of a broader strategic shift in its holdings. This sale saw Lombard’s stake reduced but still retains approximately 9.87% of the total shares.
In management activity, key executives at Seeing Machines have also demonstrated confidence in the company’s future by purchasing shares. Chief Financial Officer Martin Ive acquired 96,750 ordinary shares at 4.65 pence each, while Chair Kate Hill purchased 200,000 shares at 4.80 pence each, raising their respective stake in the company. These transactions underscore the leadership’s commitment to Seeing Machines amidst its ongoing operations in the AI-powered operator monitoring systems market. Such movements in shareholdings and strategic partnerships reflect the company's potential growth trajectory and investor interest in its technologies aimed at enhancing transport safety.
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Cliched as it may sound ,my view is that under 4p represents a clear buying opportunity -again.There may not have been headline contract news but the underlying news from CES if of strong relationships with strong partners which will result in our winning the % of the DMS /OMS market which PM expects .I’ve buying again is encouraging & the contracts will surely follow |
FD has been buying more shares today (unlike Martin at Smarteye how's selling). Have taken the opportunity to buy some more. Keep up the good work nvhltd |
Has anything developed with Samsung eye tracking collaboration ? |
We need to stop attending CES if the share price is anything to go by. The share price is down over 14% since the start of CES. |
Check out Colin Barndens latest Linked In post. Wowsers..Worthwhile, very... |
So have the sellers got more info than me? do they have access to secrets from SEE management ? do they know how many Gen 3 units and new auto contracts and how aviation will evolve ? do they know anything I don't? or are they just guessing ? getting angry and frustrated that RNSs are not flowing on demand, is that a reason to bail out when the future direction and market penetration prospects are better than they have ever been? |
Crickey we need to stop attending CES if the share price reaction is anything to go by. Down another 7.9%. |
I may buy a few at a penny a share. |
Put it on filter sipps, it's repetitively negative and spouts far too much negativity to be taken seriously as a value commentator. |
Blimey someone on here likes a moan. Does no good for sentiment |
It shows how bad things really are when our only hope of ending the share price decline is when a so called distress seller stops selling and not expecting good news from the company to drive the share price |
As Richard Griffiths owned 94.05% of Adams (his personal holding was 87.07%) I doubt he is in any rush to sell |
Adams PLC. Already cleared I reckon.Based on out hours and delayed reported transactions over previous 3 days. |
A bit like Bango where Liontrust have been forced sellers resulting in a knock down share price which I have gratefully accepted. |
Adams PLC - So we can assume that Adams is the distressed seller. Clear this out of the system and we might see, pun intended, some strength return to the price |
Expect numerous deals in the year ahead as car makers rush to implement new regulations. |
A particularly important bit not just from the human element but from the commercial one perhaps. |
Seeing Machines' DMS and OMS technology can be found integrated into a range of Tier 1 customer and partner demonstrations, who will also be showcasing at CES. This includes the Company's Guardian Generation 3 software which will be featured at Ambarella's invitation-only exhibition. Seeing Machines' next-generation aftermarket driver-safety solution leverages Ambarella's CV25 AI SoC to deliver an industry-leading AI performance per watt, enabling the Company to enhance the overall performance of Guardian for commercial vehicles, while improving road safety globally and helping its customers meet emerging regulations, including those now in effect in Europe. |
Actually that sounds a really good RNS. |
Thanks to Mirabeau and Sipps, Skinny, for the informative posts but I understand your disappointment nvh. |
Nvh ever heard of Mitsubishi ? |
The weird thing is that though the markets seem so terribly shaky, the technology revolution continues. |
Wow an event alert RNS. Lots of waffle, but alas no new orders. Oh well there's still tomorrow. |
Type | Ordinary Share |
Share ISIN | AU0000XINAJ0 |
Sector | Computer Related Svcs, Nec |
Bid Price | 3.855 |
Offer Price | 4.195 |
Open | 3.905 |
Shares Traded | 5,217,804 |
Last Trade | 15:23:53 |
Low - High | 3.90 - 4.195 |
Turnover | 67.63M |
Profit | -33.13M |
EPS - Basic | -0.0078 |
PE Ratio | -5.13 |
Market Cap | 170.87M |
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