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Seeing Machines (M2Z)

London
Currency in GBP
Disclaimer
4.41
-0.24(-5.07%)
Closed

M2Z Price Commentary

RNS today: Seeing Machines has now been appointed to deliver 17 expanding programs for 11 individual OEM customers, building the cumulative initial lifetime value of all ongoing Automotive programs to US$366M, with most of that revenue expected between now and 2028
What would they know.
Unbelievable amount of directors purchases recently.
It keeps going down this share
wow, another new market opened up in aviation - this isn't even priced in to the existing 23p target.
Search Vimeo for Seeing Machines CEO presenter is Gianluca Eminian
wow amazing video in Vimeo from an investor meeting in Italy with Seeing Machines CEO Paul McGlone ... I'm surprised it was published, given the amount of information in it. Brilliant to hear though.
OMNIVISION have integrated Seeing Machines' embedded driver monitoring engine (e-DME) into the OAX4600 SoC silicon, which is specifically targeted toward the expanding automotive ICMS market. #EuroNCAP #SafetyCritical #DMS
California-based indie Semiconductor, has announced a strategic partnership with Seeing Machines to develop advanced vision processors for driver and vehicle occupant monitoring.
This partnership enables indie to deploy Seeing Machines’ hardware-optimized Occula Neural Processing Unit (NPU) technology into indie’s first generation of vision sensing system-on-chips (SoCs).
Seeing Machines - 2019 Capital Market Day Highlights ...
Recording available on BRRMedia website from recent Seeing Machines presentation.#SafetyCritical #DMS #OMS $SEE
447,000 cars on the road, spanning 24 vehicle models across 5 individual OEMs, with the Company's driver monitoring system (DMS) technology installed. This represents a 246% increase year-on-year, a trend that is expected to continue.
Cumulative Automotive order book of A$395m, up 97.5% on prior year, based on expected initial lifetime volumes
great RNS today.
$SEE passing 10 BILLION kilometres of real world data for #SafetyCritical #DMS #OMS #Guardian is not to be underestimated.@CaterpillarInc@Shell@CocaCola know the value.
does Tesla needs Seeing Machines?Reuters -The National Highway Traffic Safety Administration (NHTSA) on Thursday said it was upgrading its probe into 830,000 Tesla vehicles with its advanced driver assistance system Autopilot, a required step before it could seek a recall.
New Tier One contract takes OEM customers to 10 #SEE #DMS #OMS #SafetyCritical !Could this be @volvocars or @Renault, as just announced with @Qualcomm ?
We have initial lift off in Japan with a maiden DMS win for @seeingmachines this marks a critical point in the race to supply Japanese OEMs. Kudos to the team, I note the reference to increasingly complex demands from OEM, a perfect follow up to yesterday's news.https://twitter.com/TheUKStockTrad1/status/1523915463473963008?t=qlLGaqe0yggBDljaoV8gqg&s=19
https://www.proactiveinvestors.co.uk › ...Seeing Machines says 'delivery' is the focus as ...
Fleet: - "significant backlog of units sold, but not yet installed" - shift to direct sales - Shell Global will produce significant volume. - average monthly recurring revenue increases significantly. Aviation - The recent Air Ambulance win "This is a Canary in the Coal mine for take up in Aviation and we are miles ahead, fullstop"
Auto: 11 current RFQ (+ 4 since last update) - total value + A$1bn - Biggest win ever at £90m GBP (A$125m), ALL the rest combined £20m in same timescale - Next 2 quarters we will win "materially above" our historic 30% - China has opened up "overnight" via partners - "Delivery, delivery, delivery on programs we have won and those we are about to win" - Change in margins from lower margin NRE to "very, very high margin license revenue" - Hired 40+ engineers since Christmas.
Federated Hermes Inc increased holding to a not unsubstantial 414,414,003 shares ...these players are no mugs - Due Diligence!
"Every independent #DMS provider will be acquired in next 12-18 months" "Mobileye, MagnaInt, NVIDIA, they are going to take them all off the table, they have to" autonocast - CES roundup
Look at latest reflective piece on www.safestocks.co.uk - a treasure chest of information and the bull case for buying the stock. Credit to Chris he has not been afraid to be critical either. Market completely failing to recognise potential.
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