Seeing Machines Share Discussion Threads

[rjcdc] 22/10/2020 09:29

Ffs, this share does my nut.

Let’s see where it ends the day...

[skinny] 22/10/2020 08:59

Back below 4p again!

[base7] 22/10/2020 07:55

I have never come across a company who obsess so openly about their primary competitor & I am not even sure that it is ethical.They have clearly been doing well ,certainly as reflected in their SP,if not increasing revenue,diverse income streams & technological advances.If they & we win 30% + of the total Market, we will all be doing well & we have 2 additional divisions (Fleet already being profitable ) which will be major contributors to our offering.I am majorly disappointed that our share price has made no progress & I hope that in the Finals statement PM is able to provide reassurance that a fundraising will not be necessary.
We have been on the "charm offensive " since Sept with several positive RNS s ,although none of which refer to $$$ & a concern of mine is that this offensive was intended to bolster our share price ahead of a "final" fundraising, but we will soon know.
there remains scope for more positive news before Results & perhaps our first MOU will be announced as a contract .

[tradermel] 22/10/2020 07:41

SEYE openly mocking SEE's lack of wins

"While Smart Eye and Seeing Machines (SEE) do not report design wins and business wins in the exact same way, we assume SEE’s nine programs are based on six platforms for its six OEMs. As can be seen in the graph above, win rates were roughly 50/50 until Q1’19 where it was a tie of 6 vs. 6 wins. Then, SEE hit a wall and has treaded water ever since, while Smart Eye during the same period has gone from 6 to 15 wins. On the timeline above, we highlight SEE’s modified partnership with Xilinx from the Capital Markets Day in November 2019, which was the first publicly announced strategic twist (fully planned from the beginning, or not). We speculate that the lack of wins during the past two years is related to the business model changes, although as previously mentioned, we do not know what is the chicken and what is the egg, i.e. if the business transformation is the cause or the consequence behind the stagnant business."

Are SEE really in such a mess or playing it canny?

[longsight] 21/10/2020 15:31

If you install Guardian then you will never fall asleep again whilst looking at the share price. Now that's what I call a commercial application

[energeticbacker] 21/10/2020 14:42

New licence is another step forward for the AIM listed group but it’s proving a long road to commercial success with over A$200m having been invested over many years in a business currently valued at a similar amount, according to Investor's Champion.

[skinny] 21/10/2020 14:27

Well that didn't last long! 🙄

[longsight] 21/10/2020 13:42

even worse, the fleet km numbers are surging. How will SEE afford all that diesel? You have to worry if they make that thing a legal requirement then unfortunately that number will only go up. feel sorry for those trapped here

[tradermel] 21/10/2020 10:39

I get the feeling the market is rather tired and unmotivated by this stream of no value vague RNS's that SEE are putting out. I sincerly hope the delayed Results are not as vague and mealy.

BTW I am not worried by results delayed one day, but considering results were 23rd Sept 2019 and 19th Sept 2018, that does concern me. The Trading update on 3rd Aug 2020 confuses me as the figures look safe. Perhaps, just perhaps the optimists have called this right?

[tarrant777] 21/10/2020 10:35

Frankly this is another "Jam Tomorrow Maybe" RNS which hasn't encouraged the house brokers to raise their target price of 7.2p-which is miles below what some of the enthusiastic posters on this site envisage.Whilst on the face of it moderately encouraging, it prompted an immediate SELL trade of 350,000 shares at 08.01. Maybe an investor who shares a possibly cynical view that after months of no news, two fairly financially meaningless RNS announcements could be an attempt to stimulate interest and strengthen the share price in advance of a further fund raise. One sincerely hopes not.

[skinny] 21/10/2020 09:36

Its a highlight of the last sentence in Zero the Hero's post 16199.

[ali47fish] 21/10/2020 09:24

skinny who is the broker ? - would you b kind to add a link

[seans66] 21/10/2020 08:35

Totally agree ignore the sad loser. Let's focus on the positive news!!!

[skinny] 21/10/2020 08:14

"We iterate that our current valuation of 7.2p/share at 16% discount
rate, leaves all future license fees and royalties from the Aviation sector as upside"

[base7] 21/10/2020 07:39

Excellent news & while not a signed contract with financials detailed it demonstrates that we really do have an Aviation business confirming another commercial to our growing little company .

[lfc4ever] 21/10/2020 07:13

yes, all rolling along nicely.
well done to anyone who had the balls to buy on the dip yesterday.

[amt] 21/10/2020 07:11

Very good news on the aviation side of the business

[lewbo18] 20/10/2020 18:21

Original date was 30th Oct a Friday. They've changed it to 2 Nov a Monday..... This is a problem? Why?

[base7] 20/10/2020 17:48

Decent recovery from intra day low & despite our lagging the share price of our arch Swedish rivals I remain hopeful that news to be released over the near term (& maybe even imminent ) will set the tone for our future success