Yet Another Value PodcastPublished 2026-08-30
“$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro”
$SEENBullish
SEEN offers an asymmetric return due to market mispricing of its DMS duopoly position; current valuation (~11x FCF) ignores explosive growth potential from regulatory mandates in Europe (now) and Japan/US (2030).
It is Seeing Machines. The ticker is Sen Trade in London.
The company we want to talk about today is Scene Machines. The ticker there is CE. It trades in London.
I started looking at this company uh you know randomly just appearing I don't think it was even one of my screeners. It appear over my desk and just started doing some research into it and I just thought that the yes ramp up I will explain that later was being completely mispriced by this by the market that has worked well.
It's been a 50% return since I entered into the company. I know I think we have a very good asymmetric return for the second leg of the thesis.
What they said to watch for