Well at least Smart Eye are having a better day in DMS world |
2p by the time that imbecile McGlone turns up at the town hall. Him and his sidekick better have the tin helmets on. What an absolute dog this is |
General Motors’ Super Cruise and Ford’s BlueCruise both still use Seeing Nachines tech right ? |
Maybe hope for us still |
Humid to be fair that's a good right up. Much better than Nvh who just slags of management.
Time will tell. I just hope you are wrong.
What gives me hope are the strong relationships which wouldn't exist if this wasn't great technology with good prospects.
Just out of interest Are you shorting ? |
I am always curious as to why individuals spend time writing about shares they do not own. Surely you have better things to do. |
Also said the deferred contracts would arrive by early 2025. Early is over in 7 weeks time. |
Keep those bleak reports coming they are helping the share price ( a bit) |
That's a very bleak report but seems to assume that there isn't going to be any further growth. However we know Guardian is ramping up in March and there are a number of Contracts being negotiated with announcements expected before mid 2026.
Plus aerospace plus 3 major partnerships.
The point about the annual recurring revenue being 15 years of market cap shows to me the company is undervalued |
Strange that after recent trading update Brokers raised their targets slightly but the share price has collapsed.
My timing of adding more between 2.9 p and 3.9 p after getting out at 5p has been terrible. I should have sold and gone away |
Looks like a penny is on the way unfortunately |
Now it's Zelenski's fault?? Who mentioned Zelenski? It was stupid and naive to ignore China?? Who said anything about ignoring China? I'm sure China will have some form of DMS, but it will still have to comply with EU regs and euro ncap. Just because its China it doesn't mean it's legislator's just go for the cheap easy fix. Look into what China is doing with Tesla and others EV companies re mandatory accident reporting and not allowing them to delete incidents via over-the-air upgrades (higher requirement than the US) Yes, delays are not helping the share price, but as Magna reported, it expects a substantial increase later this year. The question you should be asking which of the the top three players are getting direct OEM, tier 1 funding to deliver DMS and future variations. Certainly not Tobii or Seye. Geopolitical events are our biggest worries |
Now it's Zelenski's fault and who cares how bad Smarteye's, Mitsubishi or Valeo's DMS are? No new orders have come our way for over a year even though GSR 2 is just 15 months away.
You can bet there are other options out there. It was stupid and naive to ignore China. The legacy auto companies and SEE need to wake up and see that China are going to take a huge slice of the vehicle market around the world. |
The market is falling hard after OMG
(Oval-Office Meltdown Gate) so not surprising See took a hit. |
 If you want to turn into full BS mode tune into Smart Eye/Redeye. They got lucky because they didn't provide any real quantitative numbers to assess progress. The motor industry is in a mess, but all cars, van, lorries and buses will have to fit DMS by mid June 2026. That is reality. OEM may try and leave it to the last minute, but its going to happen.
What I find interesting is why Valeo and Mitsubishi, both of which had working DMS products, handed there programs over to Seeing Machines. I can only conclude its difficult to provide a satisfactory product to the end user (in Mitsubishi's case this was obvious in Australia when it got slated for its bad DMS).
Good DMS is very difficult to do, thus my so many have turned to SEE.
As for the CEO of SEE. Has he lied? Don't think so. Over confident yes in a market that near term visibility is difficult to predict. They have a good product, which obviously the tier 1's and OEM's respect and cheap DMS will not work with the end consumer.
June 2026 is coming, the geopolitical and macro side we can do nothing about |
A liar is somebody deliberately telling an untruth. Some things have not come to fruition but as PMG has stated candidly that the only certain thing about forecasting is that it will be wrong.
No evidence that many of the OEMs have solutions already. However we have been told that many RFQs are appearing now so it looks like a mad rush to meet the deadline.
Best to read that Daily T article |
NVH -Magna are Canadian so a contract extension would not need to be signed here ,though I presume that your hypothesis is that the Magna contract will extend ,perhaps for 5 years or infinity ,& Paul & Martin will be here to beat the drum with Stifel & other IIs & hail the triumph -which,if so ,would be a positive -depending on the terms of the extension .Whilst disappointed by events of this week ,remaining strangely optimistic & looking forward to the forthcoming TH |
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