Seeing Machines Share Discussion Threads

[amt] 16/4/2025 22:11:37

By the way royalty revenue should have an annual run rate of about 80m usd mid way through 2026.

[amt] 16/4/2025 21:55:37

I do remember talk of market share of 50 to 60%, that is correct.
It seems odd to me that CFO was buying loads of shares though. Surely he must know what's going on.
I see he has stopped buying so maybe a material announcement coming up.
It's desperately needed.

[amt] 16/4/2025 11:26:58

Thanks Longsight. I will wait for some positive news.
It was worrying that Paul said that new RFQs were for 2027 so they are not expecting a load more wins for 2026, strange, when they don't seemed to have won anything for ages

[longsight] 16/4/2025 10:38:11

amt

I am a bit busy to really engage but firstly the most SEE ever guided on market share was 40%. A drop to 35% might reflect the impact of the Chinese OEMS on the overall car market. imo, things get interesting after 2026 when NCAP lifts the bar on DMS precision.

On G2, it was not unreliable. The issue is rather false positives - an extremely important factor for DMS success.

G3 is far better than G2 on false positives. However, G2 was class leading on this - just poor in comparison with G3's capabilities.

Consider this on Fleet. Guardian has 50,000 systems operating in Australasia - population of just a mere 32m. With the far superior G3 and increasing uptake I guesstimate by 2030 Austalasia might equal 100,000 systems. Fleet has barely any distribution in ROW. I think with Memco type marketing & distribution in all markets then the aim shd be 2m units ++ by 2030.

The cost of road accidents is 2% of world GDP [hospital costs etc etc]. This problem needs a solution.

[amt] 16/4/2025 10:09:31

There are some fundamental questions though.
Why is market share now projected at just 35% before 40% or up to 60% in earlier days.
Why was Guardian 2 reliability never mentioned before

[amt] 16/4/2025 09:25:31

Thanks Longsight, comforting post when I am so massively underwater here.
I think NVH is over the top but seems on the surface to be correct on some things.
Just hope there is news soon.
The buying by directors is comforting

[longsight] 16/4/2025 08:54:26

Sorry amt - I can't. It is a word document and basically it analyses the situation through my own methodology which I developed during my MBA specialising in start-ups / new ventures at Imperial College.

I am not really in favour of punting shares even when I might be right - because the flip side is the garbage talkers that always turn up.

I believe - rightly or wrongly - that the truth will out on this. I'm lucky that I can wait - though I think it won't be very long at all now.

In my [useless!] opinion though SEYE are going to start to lose it when 26 turns up & onwards. DMS is only beginning. The interaction with ADAS is where SEE will wipe the floor with SEYE.

If you listen very carefully to the panel discussion it is all there. The guy from NCAP spells it out.

[amt] 16/4/2025 08:44:57

Please can you repost your report

[longsight] 16/4/2025 08:12:54

I attended the Town Hall meeting and got answers to all my questions. So much info that I wrote 8 page report in note form.

I think there is something truly pathetic about nvhltd's ridiculous posts. He is clearly in love with SEYE - but can't even explsain why SEYE has just 25% of the sales of Fovio / Guardian.

What a loser. But do please keep posting - I enjoy a good laugh

[amt] 16/4/2025 07:12:56

Maybe you were too aggressive in your questioning and they refuse to engage with you.
Frankly I don't know who to believe anymore.

[amt] 15/4/2025 13:57:15

Blimey, prices can go up aswell as down

[amt] 10/4/2025 09:12:14

Yes. It's a mess. However the tech is good and even a 35% share is significant.
We are not going to get to 20p plus but 10p is still on the cards next year. Hence CFO keeps buying. He hasn't in the last couple of days so I wonder if a new contract is about to be signed.

[nvhltd] 10/4/2025 07:20:42

Everything they say is contradicted.

Colin Barden said that SEE is the leader in DMS by a country Mike with only 1 serious competitors and yet in the same meeting and after years of saying we would win at least 40% of the market by volume he sneakily drops the forecast to 35%.

They never mentioned after manufacturer in any detail and yet two and a half years ago they said the European market size for commercial vehicles is 330K per annum. He also said that there was little or no competition.

Now with GSR 2 only 15 months away and the Gen 3 problems resolved why is the production capacity limited to 6000 units per quarter or maximum 9000 with investment GLOBALLY?

That's just 24K units per year when the European TAM for commercial vehicles is 330K.

Nothing they say makes sense or stacks up.

[amt] 09/4/2025 18:01:50

Share price lowest since financial crisis

[apex345] 09/4/2025 15:52:41

Low Share price again probably expecting lower. A rise above 2pence will be a fair price.

[smithless] 09/4/2025 08:00:55

Perhaps a 10 year licence granted to Magna for 60m dollars (which would be on the same terms as the original deal). CFO said that was an option. nvhltd what rescue plan??

[nvhltd] 09/4/2025 07:02:13

The root cause of the share price collapse lies with the company itself. FH or Lombard selling is the consequence of failure to deliver the business plan.

Paul's 'business rescue plan' lay in tatters 48 hours after announcing it.

A placing is coming or a defferal of payment of the CLN.

Even the Mitsubishi deal was a desperate reaction forced on them by their failings. Each licence deal they have done has been from a position of desperation.

[mirabeau] 08/4/2025 09:05:11

Federated still slicing their position. No wonder the price is crushed

[amt] 08/4/2025 07:26:24

Yes but you have no evidence it is anything other than perfect and production is ramping up.

[nvhltd] 07/4/2025 17:45:22

They only tell us about problems well after the event so don't assume it's perfect.

[smithless] 07/4/2025 11:46:13

No idea which way the share price is going, but picked up 1m

[jpuff] 07/4/2025 10:57:06

A penny looks certain now even a halfpenny?