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 |
I think its 20% not 25%..
Nvh has been thrashing about for a while but not understanding its the underlying problems in the market and not the company.
3 incredible partners should see us to a bright future next year. |
Really - go to the pub. Get some friends. |
The business has a future and so does Smarteye. I said that the other day, but it won't be as an independent company. They will be taken over and PI's wiped out if they don't deliver soon.
It's strange that they are coming to London next month given the disastrous quarter they have just had. I suspect the industrial action at VW was one of the significant factors.
So what are they coming for? My guess is the extension of the Magna deal or news around Guardian and the trials they are undertaking. It's hard to see any positives. Whatever it is they must already know about it. |
Give yourself a slap. Mitsubishi don't buy 25% of a business with no future.Why waste your life here if you don't hold. Let me think?Pathetic man. |
Interesting that Pout & Puff suddenly appear when there is bad news.I appreciate that you maybe Fanboys,Girls etc of Smarteye,Tobii,Cipia, or Musk but I am guessing that you have no shares in See & have appeared purely to gain some vicarious pleasure out of the losses of others.DMS /OMS will be a big market & all participants should do well, in time so why dont you revert to chat boards relating to companies in which you have a holding rather than acting like 12 year old adolescents.
I doubt whether any SEE holders , not holding shares in their competitors, would spend any time on chat boards of competitors.If you happen to be Directors or senior employees of competitors of SEE you should resign your positions & pay back your salaries due to ypur truy pitiful behaviour.
Wishing everyone well for the sunny weekend , in England - not sure about Sweden ? |
No worse than the rampers saying 50p plus which has been bandied about for years. This dog never fails to disappoint |
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