Seeing Machines Share Discussion Threads

[base7] 11/10/2019 10:13

Despite some large buys recently they are unlikely to be large enough to warrant a holding RNS but I reckon there could be some interesting companies holding below the disclosure threshold .The run up to the CMD should be interesting,particularly if PM is able to RNS some of the expected positive news due soon as I am sure that he will want that day to present an opportunity to beat the drum about our continuing growth & once the Ncap statement is issued we could be perceived much more positively by The Market & investors generally

[ravin146] 11/10/2019 08:39

Next leg up past 5p is now underway

Miss it miss out!

[waterloo01] 10/10/2019 15:36

Some very large buys over the last few days including 7.3m today. Follow the money...

[base7] 09/10/2019 20:47

If the absence of news results in further slippage in our share price I may find myself having to buy more if we drop to under 4p.I am buying in to PMs optimistic outlook & accept that major contracts will be signed & announced when both parties agree.The expected NCap announcement this month could act as a catalyst & we may,consequently, receive more positive PR -if we really are market leaders in DMS .VW ,Volvo & the major Japanese manufacturers will not be able to delay too much longer if 2022 is the date DMS will be mandaed

[rjcdc] 09/10/2019 09:34

Unfortunately the market doesn�t appear to agree at the moment zero.... momentum has been lost and it�s retraced from resistance.

Time to switch off for a couple of weeks I think

[base7] 08/10/2019 09:15

Very fair point Zero- but with view to our new & pretty bullish CEO ,his expectation of a material licensing deal very soon , 3 outstanding RFQs expected to resolve fairly soon,Fleet being "fixed" & growing with an expected substantial reduction on costs,no more placings expected ,Ncap expected to pronounce DMS from 2022 etc -my view,having been invested for years,is that I am not quitting now when we really may be on the brink of being able to demonstrate our substantial growth potential.I hope that next year you arent saying "I told you so " & I regret continuing to hold but,right now, the balance must be in favour of fairly short term upside & I agree that the run up to the end of the year will be critical

[rjcdc] 08/10/2019 08:54

Fair point Zero

[longsight] 07/10/2019 19:17

FT: Boeing report highlights human factors no company should ignore

[zero the hero] 07/10/2019 16:07

... and for SEE to START to excite the market. Dull poorly thought out RNS's are the bain of this share and we need them to start writing news with intelligence and backed up with accountable statements. "Reading between the lines" is not what we need and TBH I'm fed up with waiting even if I am slightly in profit now.

[rjcdc] 07/10/2019 11:35

You did well having an average sub 4p... I bet there arent many on here who did not add higher up...

I do think the next 3 months are critical in terms of momentum. For fleet to be the backbone SEE need to show, and report, rapidly increasing installations.

The aviation deal seems to be key to profitability (although bear in mind it wasnt really on the radar until recently) and then there are the OEMs, these need to be announced before year end.

I would be disappointed if the share price wasnt closer to 10p by Xmas tbh, but for that to happen it requires the above to fall in place... and for SEE to continue to excite the market.

[base7] 06/10/2019 11:29

I first invested here far too soon ,some years ago ,& having supported placings @ 3p & buying in the market at around 3p my average is now just under 4p & I am wondering whether we may be in the verge of a truly transformation change in respect of future prospects with our 4 main divisions progressing well ,with Auto poised to win more of the outstanding RFQs & a Long hope for breakthrough with 1 (or more) major Japanese manufacturer,Fleet growing steadily providing recurring (profitable) income of A$1.5mil pm & with the potential for exponential growth & Aviation poised to present a well signalled short term licensing deal (or 2).We have been told by PM that we need no more dilutive fundraising’s & it will be interesting to see where we are in 12 months time ,from the perspective of our trading performance & share price .I just hope that we retain our independence for long enough to ensure that we reach full value -whatever that may be

[rjcdc] 04/10/2019 10:21

Seems to be sitting at resistance - there was never enough volume to leave it behind... I think that will require more news.

Still, it’s good if it holds here for a bit before the next leg up. Consolidation is healthy.

[seeing2020] 02/10/2019 16:27

Tonight (UK time) at 9pm on Channel5 a two part documentary explores the science behind sleep and sleep deprivation

The Guardian Fatigue and Drowsiness technology from Seeing Machines is used in a driving simulator to test the impact of sleep deprivation on a persons ability to drive

hxxps://www.channel5.com/show/the-science-of-sleep-how-to-sleep-better/

[338] 02/10/2019 15:35

I sold my See shares this morning...after seeing FTSE dropping

Then use the money to top up DKE... I think DKE will make 20 bagger much faster than SEE in 4 months... dyor

[mirabeau] 02/10/2019 11:06

CAT-style Aviation licence deal is coming

Posted on 2nd October 2019

The announcement by Seeing Machines that it is collaborating with Alaska Airlines is significant as it underlines its intention to extract value from its leadership position in this niche of the Aviation market.

In a note issued today by house broker Cenkos, analyst John-Marc Bunce reiterated Seeing Machines’ determination to sign a CAT-style license agreement with two major aviation simulator manufacturers.

Bunce wrote: “With Seeing Machines many years ahead of its nearest rival in this sector, it is looking like the company could be in a strong negotiating position in discussions with the two major simulator manufacturers for a license. We believe a successful outcome could include an upfront payment as well as a value driven or recurring royalty element.”

It doesn’t require too much detective work to find out who these two are likely to be but, as I don’t want to prejudice any final negotiation or comms plan, I’ll avoid speculating publicly for the time being.

Such a deal should certainly bring forward breakeven and act as a catalyst for a significant re-rating. This is before the announcement of further auto OEM auto wins in Europe — never mind Japan.

end

[base7] 02/10/2019 10:51

Our CEO buying a similar number ( or more ) shares would be well received by The Market as a strong indicator of his belief in our substantial prospects .

[skinny] 02/10/2019 10:46

That's correct, so still we wait!

[mirabeau] 02/10/2019 10:39

Zero -

Read between the lines. This Non-regulatory RNS is a pointer and that's all it is. It may explain why Kate Hill picked up stock yesterday. If today's news was financially accretive or price-sensitive she would have been barred from doing so according to Insider trading rules. This RNS circumvents that restriction

[hazl] 02/10/2019 10:28

'As these highway-pilot systems get more sophisticated and allow drivers to focus away from the road for longer periods, it becomes tougher to regain their attention when needed. Matsu estimates at least seven seconds will be needed to alert the driver to retake control of the vehicle. That sounds like a lot of time, he says, but it might not be, based on how far down the road vehicles will be able to “see into the future.”

[hazl] 02/10/2019 10:14

'Whilst Alaskan Airlines
is an early adopter of innovative safety technologies in aviation, it is also clear that
the global industry has historically followed its lead several times.'
Now that is interesting Mirabeau!

[zero the hero] 02/10/2019 09:59

Its yet another blunder RNS with the wording! Its not the Aviation news we are expecting but because the text is unhelpful without any quantifying numbers or clarification of more to come it prompts the raft of sells.

This company need a PR savvy person to handle the basics. Great news badly delivered

[mirabeau] 02/10/2019 09:57

Thanks to Seeing2020 on LSE - very exciting CNKS update
Posts: 4,661

Price: 4.85

Strong Buy

Cenkos noteToday 09:40

Comment:

Today’s announcement is highly significant as Seeing Machines is currently in the process of extracting value from a four-year journey taking its high-performance AI-driven head and eye tracking technology into the aviation sector.

The announcement notes that the partnership has already developed a proof-of-concept with the collaboration now aiming to provide improved pilot training outcomes. The ability to provide evidence based assessments of situational awareness and instrument scanning for pilot training is expected to be able to
dramatically enhance pilot training productivity and therefore the value that can be
provided by simulator manufacturers to airlines like Alaskan. Whilst Alaskan Airlines
is an early adopter of innovative safety technologies in aviation, it is also clear that
the global industry has historically followed its lead several times.
Furthermore, the acute pilot shortage being faced by the industry means that simulator
manufacturers, aircraft manufacturers and airlines are all aligned in wanting this
technology to increase pilot training throughput. With Seeing Machines many years
ahead of its nearest rival in this sector, it is looking like the company could be in a
strong negotiating position in discussions with the two major simulator
manufacturers for a license. We believe a successful outcome could include an
upfront payment as well as a value driven or recurring royalty element. We reiterate
our Buy recommendation and 12p price target.

#Team300

end

[hazl] 02/10/2019 09:39

'The still-nascent field of in-vehicle occupant monitoring is expected to accelerate quickly in the next few years as new vehicles add higher-tech advanced-driver-assistance features and make what is expected to be a slow and cautious walk up to Level 3-and-beyond AVs.

Technology such as eye and head tracking, already appearing in some vehicles as ADAS systems advance, as well as biometrics to measure the health – and perhaps sobriety – of the driver, will be needed “in a world where you’re not actually driving (all the time),” Richard Vaughan, creative director of interiors supplier CGT, says in a discussion of “The Growing Role of Occupant and Interior Sensing” at the WardsAuto User Experience conference here.'

Thanks for that Mirabeau.
Interesting.

[greengloss] 02/10/2019 09:34

https://www.investegate.co.uk/seeing-machines-ltd/see/collaboration-with-alaska-airlines/201910020733204735O/?fe=1&utm_source=FE%20Investegate%20Alerts&utm_medium=Email&utm_content=Announcement%20Alert%20Mail&utm_campaign=Seeing%20Machines%20Ltd%20Alert