What podcasts say about Seeing Machines
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Seeing Machines
9 statements · 7 positive · 1 negative · 1 mixed
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 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 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 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
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’ 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 will probably be fine despite refinancing risk.
“I think it'll be all right, but The risk warning system is there to warn you about risk.”
Open the episode · Paul's Podcast - Fri 14 Aug 2026Listen at 9:36
Seeing Machines' product works and has been proven in millions of vehicles.
“The product does work and it's proven in millions of vehicles.”
Open the episode · Paul's Podcast - Fri 27 Mar 2026Listen at 14:37
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.