SM

Seeing Machines

Organization

Heard in 3 episodes across 2 shows since Mar 2026

An Australian technology company developing computer-vision and artificial-intelligence systems for driver monitoring and operator safety.

Episodes

3
across 2 shows

First heard

Mar 2026

Expert statements

9
7 positive · 1 negative

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20261
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20262
Sep 20260
Oct 20260

What experts have said about Seeing Machines

9 statements · 7 positive · 1 negative · 1 mixed

  1. Hugo NavarroPositiveAug 30, 2026· Yet Another Value Podcast

    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.”

    Listen at 4:42

    Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
  2. Hugo NavarroPositiveAug 30, 2026· Yet Another Value Podcast

    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.”

    Listen at 4:54

    Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
  3. Hugo NavarroPositiveAug 30, 2026· Yet Another Value Podcast

    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”

    Listen at 6:43

    Open the episode · $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
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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.

Episodes

3 episodes featuring Seeing Machines, newest first