Seeing Machines Share Discussion Threads

[zero the hero] 02/12/2020 17:29

I'd rather be yawning at 5.60 than sh1tting myself at 2.00!

[aconceptisabrick] 02/12/2020 16:06

My sentiments entirely...

[rjcdc] 01/12/2020 19:33

Positive end to the day...... news tomorrow 🥴

[base7] 30/11/2020 16:28

" Steady as she goes" is reasonable for AGM comment but these MOUs should be signed soon, apart from the possibility of new deals.The first MOU was signed almost 3 months ago & the MOU with L3 will have to become a tangible contract very soon if L3 intend rolling out their upgraded simulators early next year .
I would be interesting to know if our major shareholders were represented at the AGM, which seems likely , & whether they were reassured by what was said - both on & off the record.Our share price would benefit from our larger holders restoring their % of issued shares- to state the blindingly obvious !!

[lewbo18] 30/11/2020 14:40

City wasnt going to react to old news. Agree it needs monetary rns to push on. But A$60m cash and we assume the 2 outstanding MOUs have up front payment means in these times having cash is a significant place to be.New OEM wins would be great but I'm hoping they drop after money MOUs to have a better effect

[tarrant777] 30/11/2020 13:48

City unimpressed by numbers. Still evidence that a buyer is mopping up blocks of shares as they become available. Thoughts of 6p+ in the short term however looking increasingly fanciful unless and until some material wins are announced.Shares back into the bottom drawer again!!

[unionhall] 30/11/2020 13:23

Guardian connection numbers for the last 16 months for comparison purposes......

Six months to Dec 2019: 4.5k (from 16,000 to 20,551)
Six months to June 2020 2.9k (from 20,551 to 23,415)
Four months to Oct 2020 1.9k (from 23,415 to 25,300)

[lewbo18] 30/11/2020 13:06

Cash of A$60m is great.Fleet of 25,300 will include some connections sold in previous year thus included in last years income for hardware.I expect a fair number of the 3,500 sales this year have yet to be connected.

[unionhall] 30/11/2020 11:27

Year to date revenue
(30 October 2020) of
A$12.8m, slightly
ahead of budget,
demonstrating good
momentum

Cash at 30 October
2020 of A$60.8m
US investment of
A$28m shored up
balance sheet and
sets company up to
fully funds current
business plan


Fleet connections of
25,300 at 30
October 2020,
continuing to
accelerate as
business recovery
begins in key
regions
Hardware sales of
3,500 units at 30
October 2020
Lag in connections
related to COVID

Automotive threepillar Embedded
Product Strategy
brought to life with
expanding
engagements with
semi-conductor
partners to license
Occula® Neural
Processing Unit and
co-develop DMS
integration solutions
for OEMs

DMS expanded into
wide field of view
optical solution to
deliver Occupant
Monitoring System
(OMS) technology to
Automotive market

Aviation signs MOU
with L3Harris to
develop global nonexclusive license for
eye-tracking into
Simulators for
enhanced training

[zero the hero] 30/11/2020 11:19

Good steady presentation.

All straightforward results but the Approval of 2020 Employee Benefits Plan had 7.49% vote against approval.

[unionhall] 30/11/2020 11:12

hxxps://www.seeingmachines.com/wp-content/uploads/2020/11/SEE-AGM-2020-Results-Presenation-FINAL-30-11-20.pdf

Some info on the business up to date...cash and Guardian.

25,300 guardian installed by Oct 30th.

60m in cash...

[rjcdc] 30/11/2020 08:07

You know what, I reckon news this week...

[rjcdc] 30/11/2020 08:06

Another week...

Definitely down by friday..

[unionhall] 29/11/2020 21:54

The difference is the associated persons. If you look at an April RNS it shows a fund associated with Kate Hill purchased shares. Don’t blame the company because you cannot see the difference between the RNS’s. Kate hill in one, Kate hill and associated persons in the other.

[unionhall] 25/11/2020 17:35

No she didn't. The difference is due to a Superannuation fund associated with her.

[skinny] 25/11/2020 17:00

So no more news imminent then!

[rjcdc] 25/11/2020 13:43

and i bought more this morning too... great minds think alike....

[zero the hero] 25/11/2020 12:56

RNS

So Kate Hill has bought more in the open market. Gone from 0.06% up to 0.07%

[zero the hero] 24/11/2020 15:12

Sorry for the spam here, and this is not news but indicates a timeframe when we will know whether SEE or SEYE are in Honda. Lift off (or damp squib?) will happen in spring 2021 when the manufacturer wins get released.



"Honda engineers have been spotted testing an updated version of the Legend sedan, which the automaker in early November said would arrive no later than March 31, 2021."