Seeing Machines Share Discussion Threads

[juju44] 21/5/2018 08:42

it's massively important if you are an OEM thinking of giving them a contract. No OEM will do business with plonkers tat slip 6 weeks in deliveries . Smacks of management incompetence

[drw1] 21/5/2018 08:39

A six week delay on product shipment is of little importance on anything other than a very short term view.

[molatovkid] 21/5/2018 08:22

Supply, demand, lead times, component shortages.....old as the hills issues.

Not much to worry about long term - but need it sorting.

[onetomany] 21/5/2018 08:14

Suppliers will increase production. Same way Tesco manages Easter eggs procurement around Easter.

[ali47fish] 21/5/2018 08:11

so what the verdict share price seem to stablise around 8p

[rjcdc] 21/5/2018 08:06

So, as far as I can see, this is deferred revenue - so why hasn't the forecast for the next period been increased accordingly?

There was an opportunity here to put out something equally positive which they didn't take. In fact they could have added it to the RNS on Friday quite easily.

Strange but nothing to be concerned with at this moment.

[zero the hero] 21/5/2018 08:05

See it for what it is, a gift of a buying opportunity .... that RNS is a delay in the minor part of the business. DYOR but taking the bigger picture you can judge for yourself which driver will most likely influence the longer term SP, the EU declaration or this RNS

[morgank] 21/5/2018 08:05

Seems like share price fall has been taken as reason to top up so far

[ali47fish] 21/5/2018 08:01

13pc down what people think safe to add?

[amt] 21/5/2018 07:44

The pipeline on commercial vehicles seems to have dropped by 50m from 12 March. Seems a bit odd.

[davemac3] 21/5/2018 07:44

So with a global shortage of these parts, how will they meet increased demand?

[morgank] 21/5/2018 07:36

Early indications for an 11% fall

[morgank] 21/5/2018 07:34

On a positive note the pull back might tempt a take over ?

[amt] 21/5/2018 07:27

Oh dear just when things were taking off they drop a bombshell. That's a very big miss on revenue.

If the 2 German OEMs which SEE are working with will go into production in 2021. Who is providing the systems for all other car companies who must comply by 2021. At one time they were working with at leat 8 car companies. What happened to those?
If 2021 is the latest date then surely car companies will have already decided on the technology they are going to use.

[poombear] 21/5/2018 07:11

The clues were there, for that one. Going to kill the momentum today I expect. A great opp for those who thought they had missed the boat.

[diplomat65] 21/5/2018 07:09

RNS this morning indicating value of delayed Guardian2 units worth £5M or 25% of FY 2018 turnover.

[morgank] 21/5/2018 07:05

Wak Wak oops!RNS delayed revenue !

[austria123] 20/5/2018 12:33

Seeing machines.Should be a good investment from now.Been on my watchlist for a few years.This week Broken through 6/7p milestone. New Safety measures being introduced for road users from the goverments will benefit seeing machines.They might get a mention in the press this week.No 1 suppliers in driver safety technology in all types of transport.

[runthejoules] 19/5/2018 02:22

Given my experience with this stock over the last two/three years *and especially this morning* I've drawn the following *personal* conclusions:

1. Definitely buy the dips rather than the spikes

2. Keep your position sizes sensible

3. If you don't manage to sell the spikes, don't worry if you've observed 2.

4. If you didn't manage to buy the dips, don't worry if you've observed 3.

5. Everything's a bet but with this one, until full automation comes this is a good one.

6. Don't forget the VR application potential.

7. For a hedge on actual 3d-imaging, ie next level, dyor on £IQE. Who £SEE should be talking to if they've any sense.

GLALTH. These are suggestions not advice.

[morgank] 18/5/2018 21:24

A couple more contract wins should do the trick

[davemac3] 18/5/2018 20:36

depends how patient they are! They will make money eventually

[juju44] 18/5/2018 16:37

Early buyers today must now be feeling rather sick