Seeing Machines Share Discussion Threads

[tradermel] 19/11/2020 10:20

supersonico, seriously have a word with yourself and grow up.

[supersonico] 19/11/2020 08:55

Vision Zero...direction of travel..news

[rjcdc] 18/11/2020 10:51

Looking like a nice platform is forming here... volume petered off. Awaiting next news I guess.

I’m adding at 5.5p if I can - a lot of the flags have been removed by the recent funding, results presentation and recent chatter...

[tradermel] 17/11/2020 12:53

shallwe I have held shares in SEE for 7 years, true I am not fond of PM's leadership, but I think the product is good. I invested on news, and the possible future. Having and ex-CEO muddying the water along with all the commentary from particular individuals makes this feel less like an investment and more like gambling.

[shallwe] 17/11/2020 12:45

Completely correct Poombear.Some on here are twisting words to suit their own agenda, eh tradermel?

[tarrant777] 17/11/2020 12:40

Good to see that the big buyer is still around mopping up units of half a million+ whenever they're available-which sadly they continue to be allowing the MM's to keep a lid on the price. To break out the share price needs at least one significant positive win announcement, the like of which we haven't seen for well over a year. Otherwise we're here or hereabouts for quite a while.

[rjcdc] 17/11/2020 11:04

I think you need to calm down re KK, he said nothing market sensitive. We knew GM was to be shared (as all OEMs are) and it’s really not hard to work out that the next contract will be the biggest - we’re now approaching the bulk of the market, not early mover. Big difference.

I would be p’d off if KK stopped posting because of OTT reactions and analysis of what he posts. He is a shareholder with connections - use the knowledge but don’t get too forensic or sensitive about it.

Calm before the storm...?

[poombear] 17/11/2020 10:13

I don't think there was any insider information in his comment. The assertion is that Seye, has won some GM business at some point (this is possibly for the Chinese market, which Seye made a statement on some time back). That isn't SEE inside information. The comment about a big contract was that there is one coming up soon, not who had won it.

[aconceptisabrick] 17/11/2020 09:12

If 'KK' is divulging inside information then he is at serious risk of going to jail. I therefore would take all of this chat which has arisen from Telegram with a pinch of salt. Focus on facts, not gossip from some random looney sitting behind a keyboard with too much time on their hands. I for one won't be joining Telegram and will continue to value the research added to LSE and ADVFN.

[tradermel] 17/11/2020 08:47

seeing2020 16 Nov '20 - 09:27 - 16422 of 16431

Download Telegram App and search for "Seeing Machines Share chat" to join.

........................

And on that group ex CEO KK has stated that Supercruise latest version is SEYE not SEE and they have won a substantial contract. Never in my trading days have I seen an ex CEO give out company sensitive information in such a manner.

Once again, I question whether to continue holding or not. I am uncomfortable with the company allowing such an ex-employee current information that he divulges in a public group.

[unionhall] 16/11/2020 16:11

I believe there are some other factors in play...

1/ we were hamstrung for a while by our agreement with Takata

2/ One company simply does not have the bandwidth to cover all the OEMs, set up teams and finance the long lead-time to revenue. SEE would have been bankrupt many times over if they had spread themselves any more thinly.

3/ Some OEM's went internal or with other suppliers in earlier years when the field was being developed.

4/ I am sceptical of the "cheapest/best" boast also. Perhaps for a chip solution but not necessarily for software.

1/ is not no longer an issue.
2/ is being addressed by the 3 Pillars strategy
3/ is still being played out
4/ Don't know any further.



We continue the wait for contracts/confirmations -

Automotive - Ford, FCA, Mercedes, BMW, Byton, Honda US(perhaps) based on GM co-development, VW(?)

MOU's - Harris(Aviation), Qualcomm(Tier 1), Semiconductor(un-named)- moving from MOU to contracts/Agreements

Guardian - if back on track some new significant fleet wins (or % growth numbers)


Given the recent US Investment and the above I have recently changed from guarded hope to optimistic expectation for the next few years leading to a buy-out by some major industry player.

all imho

[zero the hero] 16/11/2020 15:49

It is standard practise in other Tech industries to offer a premium solution from company A as the most desirable, and a lesser company B to supply a less desirable solution for the budget end. I hear what you say about PM's claim, but I am sceptical that its not just a play on detail/price. Smarteye claim too many wins for it all to be smoke and BS, there has to be a foundation of truth somehow.

[base7] 16/11/2020 14:34

On the basis that we announced that we have the best , most versatile suite & most cost effective DMS products on the market , the only reason SEYE or others would be given a contract is that they dont want one supplier to become dominant in the market place - which is understandable -but why would anyone buy an inferior product for more money ?

[zero the hero] 16/11/2020 13:47

"GM also confirmed that the Bolt EUV is going to come with their Super Cruise hands-free driving system"



I HOPE that the Car industry will work the same as other Tech builders and keep their prime customer lines clear of confusion, ie keep their premium branded "Supercruise" the same styling (the same one company) across that brand. On non premium versions I would expect them to call it something else and possibly use SEYE or similar.

SEE don't have any intention of letting us PI's in on the knowledge (probably a good tactic for the company) so the wait goes on. One day the hoped for news will come out and the share price will rise accordingly. The GM contract is only valued for £7m so could be a lot of upside

[skinny] 16/11/2020 09:59

Erm - isn't this is "public chat forum" for SEE?

[tradermel] 16/11/2020 09:57

Join if you want to get caught up in the unrealistic ramping of this share

[seeing2020] 16/11/2020 09:27

Partly due too LSE chat being down most days atm, we have started a Telegram group for SEE, its a public group.

Download Telegram App and search for "Seeing Machines Share chat" to join.

We have 130 members and growing everyday

[supersonico] 16/11/2020 08:56

"Welcome to 2030. I own nothing, have no privacy, and life has never been better"
World Economic Forum.


Rethinking regulation can fuel self-driving car innovation

[base7] 15/11/2020 23:21

He would be a bigger hero to SEE shareholders if Tesla acquired a Licence for our DMS solutions to resolve his problem of a lack of DMS
That would be great news @ 7am tomorrow

[supersonico] 15/11/2020 22:25

In this instance I do. He could be the hero in this plot.

He's one high profile influential billionaire that knows the PCR tests are a hoax and the obedient Klaus Schwab sucking media wish to silence him, which should be fun to watch.



Vision Zero.. because you can't see what's coming.

"Welcome to 2030. I own nothing, have no privacy, and life has never been better"
World Economic Forum.

[tradermel] 15/11/2020 19:37

supersonico, who gives a toss about Musk?

[supersonico] 15/11/2020 12:57

The way big tech and media are spinning this and censoring opinion gives a whole new meaning to 'Vision Zero' ...they very much intend keeping us in the dark.

Coronavirus: Elon Musk 'likely has moderate case'