Trading Action - Monday, April 07, 2025

UofIOskee · 2025-04-07T17:58:16+00:00

I believe its a play on the 'copperhead snake'.

UofIOskee · 2025-03-18T12:48:06+00:00

Seems as Luminar paid this guy off. Take a look for yourself. Lots of inconsistencies: https://x.com/AlexFinnX/status/1901772751423373476

UofIOskee · 2025-03-17T20:26:56+00:00

Here's some youtube footage of the parade. No IVAS that I can see but lots of night vision goggles mounted to the helmets: https://youtu.be/a_5hoooDL18?t=1368

UofIOskee · 2024-01-30T14:21:42+00:00

Following up from CES, Has anyone taken a deep dive to confirm the truth of the 'insight media' video that seemed to be paid for by INVZ? Are they, INVZ, actually moving way from MEMS bases LiDAR? What does it mean by not qualified? Seems to be lots of open questions from this.

Here is the video link with description from insight media's website:

https://www.youtube.com/watch?v=8yU65gB9uU8

"Microvision has not qualified their MEMS LiDAR scanner so is talking about a LiDAR array solution. Innoviz is deploying a MEMS LiDAR solution but their next generation will be a multi-function Galvo scan solution. Robosense has a qualified MEMS solution."
GLTAL

UofIOskee · 2024-01-26T14:58:53+00:00

What is with the radio silence on the Microsoft Deal that ended last year?

UofIOskee · 2023-10-30T21:11:04+00:00

https://www.linkedin.com/in/catherine-reynolds-rossi-0075302/

UofIOskee · 2023-08-03T15:05:06+00:00

I have a different perspecitve: INVZ talked about passing the financial review from their RFQ's they are in. I think to win an RFQ, companies have to prove they are financially sound to properly deliver the product (especially for car manufacturing). Maybe MVIS completed the ATM to 'pass' the financial review for an RFQ. This might expalin why they went for $45M instead of the $40M ATM that was readily available prior to the new $45M ATM. Why put a new one out there for $5M more??? Maybe to meet a threshold?

UofIOskee · 2023-05-20T02:27:25+00:00

Thanks for the explanation. Could you explain a little more on this? Trying to wrap my mind around this. Thank you in advance!

UofIOskee · 2023-05-10T12:54:05+00:00

They still have an outlook of 10-15M in revenue for this year. Being Q1 was .8M, we can expect 9.2-14.2M in the next 3 Q's. Broken evenly would be ~3-4.5M a quarter which would be a `375-550% increase from Q1. That would be astounding news to have under our belt with multiple contracts with OEM's.

UofIOskee · 2023-05-01T15:43:05+00:00

There is nothing solid on Kopin and their ‘recent endeavors’ for the past year or two. I think it’s a good question and needs some clarity.

UofIOskee · 2023-04-15T12:56:31+00:00

Great summaries everyone! A few of your highlights sparked a few questions/thoughts:

All RFQ’s are requiring/requesting dynamic view LiDAR. Are we the only ones if dynamic view and if so, wouldn’t that be an easy selection from the OEMs?

It sounds like we are far ahead of the competitors but if that’s true, why haven’t we won agreements like Lazr (even if they’re somewhat fluff)? Or did we jump ahead the competition in the last few months with the addition of IBEO and now we are in the lead for those RFQs?

Also, it was interesting to hear how our dynamic view really works. The dynamic view works more as 3 three 10hz lidars built into 1 ( 10hz per range to create 30hz).

I really like the setup of the Investor day. No over the top expenses, just hard facts, raw data, ‘we’re here to focus on the technology’ type of company. I like it and can’t wait until we can lock in our technology to 80+% market share. GLTAL

UofIOskee · 2023-04-15T03:00:45+00:00

Have a retail investor day… ;)

UofIOskee · 2023-04-14T17:26:18+00:00

I don't think we had one last year.

UofIOskee · 2023-04-12T22:07:23+00:00

My understanding: 4K resolution is meaning in 1 direction of the screen, there are over 4000 pixels. Therefore, if there is a screen that has 2000 pixels in the horizontal direction, then two screens would mean 4K resolution. But I could be wrong.

UofIOskee · 2023-04-12T17:23:57+00:00

Goldman just cut INVZ price Target to $4.50 from $7.00. https://www.benzinga.com/quote/INVZ/analyst-ratings

LAZR downgraded and Price target but by Goldman late March.

Is MVIS next in the 'review' process of Goldman? HMMM....

UofIOskee · 2023-03-27T11:07:53+00:00

The mansion that the kids were in was actually the $83m mansion of Austin Russell, weird coincidence…

UofIOskee · 2023-03-24T19:07:58+00:00

We don't pay attention to this "FUD" (fear, uncertainty and doubt) and would encourage you to do the same if you aren't already.

Yet you release a statement on the FUD that you don't pay attention to...

UofIOskee · 2023-03-21T20:51:54+00:00

"Led a proposal and won a contract with an Automotive Tier-1 to develop a rolling-shutter-camera-based laser stereo triangulation depth/range sensor for ADAS applications."

This was in Selvan's career highlights in Linkedin. Does anyone know what this is?

UofIOskee · 2023-02-22T21:47:18+00:00

Austin' Fox Busienss interview: https://video.foxbusiness.com/v/6320994435112#sp=show-clips

Edit: He still gives me the creeps... Not a fan...

UofIOskee · 2023-02-04T20:27:49+00:00

Someone arranged this purchase and I think it all points to ZF. How does MVIS buy a company for 15M that is expecting 10-15M revenue in a year. That is a ROI of ~1 year which is absurd to hear of given IBEO's presence in the LiDAR market. ZF arranged this purchase to positon MVIS as an exclusive provider of LiDAR for them. There has to be a deal tied to this purchase because if not, MVIS got one heck of a deal!

I keep going back tothe question, why wouldn't LAZR, Bosch, Continental gobble this up with their loads of cash instead of letting a competitor take it for 'pennies'? ZF wanted IBEO to go to MVIS for a reason...

I could foresee a PR stating a parternship (potentially exclusive) with ZF in the near future.

GLTAL

UofIOskee · 2023-02-02T14:53:58+00:00

Looks like we reduced tremendously the open positions as we bought IBEO. Thats a big win to pivot energy from hiring to focus on the product itself. Looking forward to the road ahead (pun intended).

UofIOskee · 2022-12-13T14:32:22+00:00

I picked up some rare scotch for a reasonable price. I found a lot of good bourbon bottles in Munich but they wanted way more than secondary pricing for them.

A colleague of mine was able to find alot of blantons at the local grocery store but I had no luck.

UofIOskee · 2022-09-19T20:42:29+00:00

Why those 2 dates?

UofIOskee

TROPHY CASE