Seeing Machines Share Discussion Threads

[maytrees] 31/1/2019 13:42

Good afternoon
That 1m share buy at 5p has not affected the share price so far though presumably signifies some instit interest in the co.

[rjcdc] 31/1/2019 10:21

Need the volume to return to get through 5p....

Maybe a nice RNS tomorrow to take us into the weekend?

[boris cobaka] 26/1/2019 06:29

Interesting - first close above the daily 50dma since August last year. and perhaps more importantly first confirmed close above the weekly 10dma since July last year.

It won't have gone unnoticed.

[rjcdc] 25/1/2019 10:04

You know, I think 5p cd be achievable this week.

Famous last words.

[blackpudding13] 24/1/2019 21:53

Hopefully you're right. Im ready to cash in my chips.

[diplomat65] 24/1/2019 18:43

How's this for pure speculation?
Apple to acquire Seeing to counter Waymo in the autonomous vehicle market?
I base my mischevious punt on this article appearing on hTtPs//thestreet.com today . . .

"Apple tried to partner with BMW and Mercedes Benz, with both automakers declining because Apple wanted too much control. Mercedes Benz is now partnering with Nvidia (NVDA) to build out its autonomous systems.

While a Mercedes-Nvidia partnership is far from a dagger to Apple, it does bring up an interesting point on where Apple fits in the autonomous driving puzzle. Building its own vehicle is seemingly off the table, but the consensus assumption is that Apple is still hard at work at an autonomous driving platform.

But look at where we are now:

General Motors (GM) acquired Cruise in 2016 and has seen its valuation soar from $1 billion to $14.6 billion after investments from Honda (HMC) and SoftBank (SFTBY) .
Ford (F) and Volkswagen (VLKAY) have begun to partner on various investments and a greater collaboration in the future is far from being out of the question.
Mercedes has partnered with Nvidia, while Alphabet (GOOGL) (GOOGL) so far has the most proven autonomous driving system with Waymo. Waymo works with Fiat Chrysler (FCAU) and Jaguar and it wouldn't be surprising to see one or both of them license autonomous driving technology from Waymo."

[alchemy] 24/1/2019 14:38

A sober view but very far from sobering?

[zero the hero] 24/1/2019 09:36

I feel safer at 5p as I then have a 10% margin to play with so I damned well hope so. Logically there is no reason why this should still be down this low as it appears we have lost our big seller (no update on SM website on our largest holders since 17th Dec!) … the only reason I say this is the large regular sells have disappeared and this is way oversold.

Then the speculation in the Safestocks article brings home a very sobering take on where the share price will be in years to come.

5p is ridiculously low.

[rjcdc] 24/1/2019 09:26

Hopefully this is the start of a gradual climb back to double figures... I will be happy when this pokes its head through 5p again... It doesn't feel right being down here...

[poombear] 23/1/2019 10:00

Another article from Safestocks

[alchemy] 17/1/2019 10:17

Indeed . Apologies .

[davidtrain] 17/1/2019 09:49

I NOTE you have used so so so often so there!

[alchemy] 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.

[volsung] 17/1/2019 08:52

The market don’t think so.

[dthurgar] 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.

[amt] 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.

[dthurgar] 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.

[seans66] 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!

[amt] 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.

[tarrant777] 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

[base7] 16/1/2019 23:32

It would be interesting to know the revenue & profitability of our monitoring division & its possible value

[thetrophyman] 16/1/2019 17:11

Great, I've messaged you on Twitter