What podcasts say about Hugo Navarro
Every statement, with the speaker, the exact quote and the moment it was said.
What Hugo Navarro has said on podcasts
25 statements · 19 positive · 4 negative · 1 mixed · 1 neutral
The market completely mispriced Seeing Machines’ ESR ramp-up.
“the ESR ramp up, I will explain that later, was being completely mispriced by the market.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 4:42
Seeing Machines generated a 50% return since Navarro invested.
“It's been a 50% return since I entered into the company.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 4:49
Seeing Machines offers attractive asymmetric returns in the thesis’s second phase.
“we have a very good asymmetric return for the second leg of the thesis.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 4:54
Seeing Machines leads a two-player DMS technology duopoly.
“SyncMachines is the leader of a two-player duopoly in what's called DMS technology.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 5:03
Seeing Machines and Smart Eye have the best DMS technology.
“there's these two players, which are the only ones that have the best technology.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 5:45
Seeing Machines will generate approximately $20–40 million in FY2027 free cash flow.
“they will make around 20 to 40 million in free cash flow.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 6:38
Seeing Machines trades at approximately 11 times mid-range free cash flow.
“Market cap is 330. So on mid-range, it trades at around 11 times free cash flow”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 6:43
Seeing Machines’ free cash flow can grow at a high-double-digit rate.
“something that I can believe can grow high double digits.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 6:49
Japan and American revenue will convert almost entirely into free cash flow.
“every extra dollar of revenue will go straight to free cash flow.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 7:17
Seeing Machines has substantial operating leverage and a difficult-to-replicate competitive advantage.
“there's huge operational leverage, a duopoly with what I believe is a very good competitive advantage and a hard-to-replicate technology.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 7:53
Driver-monitoring technology reduces road catastrophe risk by approximately 90%.
“This reduces like 90% the risk of a catastrophe when you are on the road”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 9:51
Driver-monitoring technology will produce substantial insurance cost savings.
“this will happen over the future because it will become clear this has huge cost savings for insurers.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 10:25
Existing Seeing Machines and Smart Eye vehicle contracts face low replacement risk initially.
“there's a low risk of replacement”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 12:42
A third or fourth DMS competitor will emerge over the long term.
“Over the long term, I am expecting a third or fourth player to appeal because this usually happens in the OEM sector.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 12:54
Seeing Machines has billions of hours of naturalistic driver-monitoring footage.
“they have billions of hours of footage of truck drivers and mining employees using this technology.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 14:12
Seeing Machines has substantially better DMS accuracy than Smart Eye.
“SyncMachines has much better accuracy.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 14:31
Tesla has developed its own driver-monitoring system.
“Tesla has their own DMS solution.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 15:01
Tesla’s current DMS accuracy is vulnerable to simple spoofing.
“that's the current level of Tesla accuracy regarding DMS.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 15:17
European DMS regulation faces little risk of being delayed or changed.
“in Europe, I don't think there's that risk.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 21:28
Customer complaints will require higher-quality, higher-accuracy DMS systems.
“that's more, I see that more as bullies because it will require higher quality, higher accuracy systems.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 22:13
Navarro assigns roughly zero value to Seeing Machines’ robotics opportunity.
“I just signed roughly zero value to it. It's just some optionality.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 23:48
Seeing Machines’ Mitsubishi-backed robotics technology is not yet commercial.
“it's not yet commercial”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 24:49
Mitsubishi views Seeing Machines’ robotics prototypes favorably, but development remains early-stage.
“Mitsubishi has liked them, but it's really early stage.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 24:52
Seeing Machines’ integrated system costs the same or slightly less overall than Smart Eye’s.
“the overall cost is the same or slightly lower.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 26:39
Seeing Machines’ integrated hardware-software design improves DMS accuracy.
“that's why also they perform better in accuracy because they build a camera for their software.”
Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo NavarroListen at 26:50
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.