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Seeing Machines (SEE) is a Long-Term hold of mine, and a huge buy opportunity.
HERES WHY:
They build AI-powered driver monitoring systems that detect fatigue, distraction and impairment using computer vision + eye tracking. It's become one of the biggest winners of the shift toward mandatory vehicle safety tech.
Its technology is used across automotive, trucking, mining, rail, and aviation industries.
Governments are increasingly pushing driver monitoring from “nice to have” → mandatory with regulations such as the EU General Safety Regulation and evolving Euro NCAP standards requiring driver attention and drowsiness monitoring in new vehicles.
Seeing Machines has secured partnerships and production programs with major global companies including BMW, Ford, General Motors, Caterpillar, and Collins Aerospace, deploying its AI-powered driver monitoring technology across automotive, fleet, mining, and aviation markets.
Seeing Machines is extending its driver monitoring technology beyond automotive into adjacent mobility, industrial, and emerging robotics markets through partners like Mitsui & Co. for fleet and safety applications, while scaling globally via Tier 1 suppliers such as Magna and Valeo, embedding its systems across multiple OEM platforms and transport sectors.
Despite operating in a fast-growing AI automotive safety niche, Seeing Machines remains largely under the radar with mainstream investors, as it is a behind-the-scenes technology supplier rather than a consumer brand. Yet with global regulators moving toward mandatory in-cabin monitoring, the market is increasingly seen as a long-term structural growth opportunity that is still underappreciated by many retail investors.
Seeing Machines trades on London’s AIM market under ticker SEE and recently traded around 4–5 pence per share, giving it a market capitalisation of roughly £190–240 million depending on daily movements.
Seeing Machines is showing rapid growth in cars on the road (multi-million unit scale), rising royalties, and improving margins, all of which suggest it is moving from early-stage tech commercialization into scaled industrial adoption driven by regulation and OEM rollout cycles.
Chart update:
Monthly: Price formed a monthly swing point at the OrderBlock > Expanded. The highlighted FVG's are levels where I want price to trade through and use as support.
Daily: Phase of price supporting bullish bias: expansion > staggered retracement into key level > expansion. Price is closing above previous highs with the fvg's supporting price.
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