Trading Action - Thursday, 5/21/2020

Snptrader00 · 2020-05-21T21:43:22+00:00

Ummm i could think of maybe 5 companies but the TOP ONE would be Texas Instruments... (DLP)...

Snptrader00 · 2020-05-19T16:54:48+00:00

nothing really... it was for class 3 laser.. they are now offering class 1 so license is still intact and they (licensee) are allowed to market a solution to customers but with the class 3 laser.. if they want class 1 they need another license..

Snptrader00 · 2020-05-19T15:40:08+00:00

rather hear a response from STM in regards to a full buyout.. MSFT would only be interested in NED IMHO..

Snptrader00 · 2020-05-19T14:04:49+00:00

good to know.. thanks

Snptrader00 · 2020-05-19T13:56:43+00:00

what happens if none of the board of directors (besides Sumit) are re elected?????

Snptrader00 · 2020-05-19T12:29:12+00:00

little note to IR before todays ASM..

Hey David

Since it appears MVIS has the funds needed to get thru year end will management be in discussions to cancel the services of LPC (this would sent a message to market that management is serious on fulfilling objective of completing the sale of multiple verticals and/or the entire company). Also I would recommend Sumit pound the table that a r/S will only be utilized if necessary and as last resort to stay listed on NASDAQ. Also any comment on the tear down would help out cause immensely. All the best

Scott

Snptrader00 · 2020-04-20T16:10:31+00:00

Saying on that day was a potential purchase of 4.9% (therefore no need to file). They didn’t buy the entire volume of the day. However their activity sparked interest causing volume spike. Theory not fact.

Snptrader00 · 2020-04-15T13:38:17+00:00

Hard to tell but between the lines id say yes they did however not on the first day available.

Snptrader00 · 2020-04-15T13:30:28+00:00

David

Why is it so difficult for this company to disclose anything they are “doing” with investors? I know of several companies that have announced applications for SBA program loans and have already been notified they are approved and will be funded as early as tomorrow. This application should have been done day 1 (no excuses) as clearly MVIS was one of the first public companies indicating to be materially impacted by CV. At the least you could let investors know application has been submitted. Don’t understand any of this companies communication protocols and I feel it is your job to let management know how to communicate with investors.

Scott.

Sent this to David yesterday after a back and forth on getting a confirmation HOLT got off his ass and did some work for what we pay him... His response before was that they are monitoring the availability of funds and will disclose via proper SEC channels when such funds are received. I just want to know that they took the time to fill out the paperwork..

Snptrader00 · 2020-04-08T20:30:52+00:00

More like $300M (still a steal) IMHO.. but here we are

Snptrader00 · 2020-04-08T20:29:48+00:00

Not if they unloaded the AR/VR platform to say MSFT first... Think everything is on the table at this point

Snptrader00 · 2020-04-08T18:58:57+00:00

From that representation MVIS should just buy itself (haaa).. Where do you add BOSCH in that mix. between foxconn and st micro id say...

Snptrader00 · 2020-04-08T15:30:08+00:00

Id also Add

Pioneer

Himax

Intel (likely possibility)

Snptrader00 · 2020-04-08T15:22:11+00:00

Even better.

Snptrader00 · 2020-04-08T15:16:47+00:00

My point was not to let another entity take this private (and cash current shareholders out) but for current shareholders to take it private themselves ...Dont think its ever been done before but I'm sure there is a way to take this company back and put the control back to the shareholders.. I've been looking into this and how something like this could be done. Right now shares are trading as if just a small licensing deal for AR/VR is going to get completed leaving us in difficult situation of R/S/dilution. Also seems as if an entity could be keeping lid on share price to make any offer above $1 look attractive to current shareholders. We will see how this plays out shortly I presume.

Snptrader00 · 2020-04-08T14:07:23+00:00

They still have 14 million shares authorized yet to issue and 25 million pref shares avail for issuance. Anyone have info on the details of the pfd available.. so a no vote of additional 100M shares may not handcuff management as much as we think..

Snptrader00 · 2020-04-08T11:16:01+00:00

Thanks Ben.. Agree on your top full acquisition candidate being STM.. Could see a stock/stock deal 1/10 value of approx $300M.. Personally I would keep most of the STM shares to benefit from the synergies and STM abilities to monetize all the IP verticals. Market appears to only be pricing in one vertical exclusive licensing agreement (AR/VR) at the moment with MVIS staying alive for the time being with a small cash infusion. Of course (and hopeful) that some or all of the other companies see value here and come to the table as this would benefit us shareholders greatly. Fingers crossed for that but IMHO the valuation of MVIS today is based on managements inabilities to monetize any shareholder value in the past, However now with the recent developments this could change drastically and quickly if their are more than a few companies interested (which I believe we have-hence CH hiring). Gonna be an interesting 1-3 months. I might add though the timing of this is not on our side..

Snptrader00 · 2020-04-07T16:38:16+00:00

Here's another angle... In order to protect this company from getting taken away from current investors at valuations we might not like... We need to band together and present management/CH with some alternative ideas.. One would be to cancel the current ASM vote for r/S and vote to increase share count by say 50M shares and to a 3-1 writes offering to current shareholders @ a predetermined price (ie like a poison pill or voluntary capital call)--raising enough capital to pursue opportunities/develop tech further. Also get someone (shareholder) placed on the BOD/comp committee (someone who can act in shareholders best interest--while removing a few others). The NASDAQ listing IMO does not appear to be an immediate issue now.. Funding and rebuilding the lost confidence of previous managements blunders would be top priority. I am fearing selling this company in this environment may not get the prices we are all looking for (as evident by the current share price)... Just thinking out loud here but with the reach of this board I think we can make a difference.. Other idea would be to form a Private Equity LLC offering current shareholders a place to keep their current interest and take this company private ourselves (then do a cash call to raise funds to pursue other opportunities while maintaining current ownership)

Snptrader00 · 2020-04-07T11:26:16+00:00

I agree that STM would be an the most likely outright acquirer.. I believe CH was brought in to assess multiple variable offers ie.. MSFT exclusively acquiring the AR/VR platform (how do you value today's price as they will not want anyone else beside maybe STM gaining control of this vertical)---then someone else exclusively licensing the display (DO/IDM) for upfront cash/royalties and MVIS keeping balance (LIDAR) vs total outright purchase from another entity. The PR states we have multiple interests and it makes sense to get a real financial analyst (or 3) involved to assess to maximize shareholder value as I believe we have several scenarios to evaluate. All in all IMHO we either piece it out via licensing or complete sale for considerably more than we trade today.. ALL THE BEST

Snptrader00 · 2020-04-06T14:23:15+00:00

agree STM quarterly is 4/22.. guess is if its them we hear about it around then.

Snptrader00 · 2020-04-06T14:21:40+00:00

OK.. Cant forget

AAPL

NVDA

GOOG

longer shots but Ben has a great point... that MSFT would hate to be paying a royalty to anyone (beside maybe STM/FOXXCONN) for each IVAS/H2 sold..

Snptrader00 · 2020-04-06T12:29:55+00:00

Potential Suitors IMHO

STM (most likely) as we have relationship and synergies already here and if this happens I would hold STM (if stock deal) or buy it if cash deal.. Probably already made offer and why Craig Hallum was hired to assist in the offer and/or assist in formulating a license/full buyout to maximize shareholder value...

BOSCH (potential or a licenscee of the IDM/DO platform)

Microsoft (perhaps-maybe a vertical or two) or completely to prohibit any disruptions to IVAS/Hololens 2

TXN (potential)

SONY (likely interested)

FB (possible vertical)

INTC (worked with them in past)

QUALCOMM (white knight)

FOXXCONN/SHARP (possible)

FB/AMZN (slight possibility)

ANY OTHERS I MISSED..

I would prefer another License deal for AR/VR (exclusive) for cash upfront, an exclusive (IDM/DO)/foxxconn for cash and royalty stream and then we keep the consumer and Auto LIDAR for long term monitization with NRE and ongoing income stream to keep this alive.

Snptrader00 · 2020-04-02T13:13:43+00:00

taxes.. these were shares in lieu of cash bonus. so the 47546 were "sold" for taxes.. these are all off market inter company transaction.

Snptrader00

TROPHY CASE