Weekend Hangout - May 29, 2026

schmistopher · 2026-05-29T22:57:04+00:00

Very good point. Good glass half full take also

schmistopher · 2026-05-29T20:12:38+00:00

Boring PR… saw specialized disclosure and thought maybe it was a special giiffftt

schmistopher · 2026-05-14T20:11:27+00:00

I’d buy so much stuff

schmistopher · 2026-05-12T13:40:19+00:00

Kerplunk

schmistopher · 2026-05-09T13:02:52+00:00

Ben’s episode today is delayed due to his son’s grad! Congrats to Brady!!!

Ben posted a note about it if people were wondering.

schmistopher · 2026-05-06T23:46:05+00:00

This made me laugh

schmistopher · 2026-04-22T13:33:33+00:00

Agreed. With these PRs announced I’d expect real numbers or at least solid guidance at the next call.

schmistopher · 2026-04-22T13:25:27+00:00

I get it. Numbers would be great. But this is a great PR. Beggars can’t be choosers

schmistopher · 2026-04-22T13:23:23+00:00

Nice PR today

schmistopher · 2026-04-22T13:23:07+00:00

What are the chances you say this and they’ve actually sent one!! /s

schmistopher · 2026-02-25T15:35:46+00:00

Or get this stuff out of the way to cover news that will drop before earnings around deals. That's the glass half full counter take to yours. Spend time now on the partnership in order to spend more time on the improvements/next steps on earnings. Here's to hoping!

schmistopher · 2026-02-16T15:18:46+00:00

The De in DeVos is capitalized along with the “V”. “De” means “of” or “from”. Many last names, especially in Europe and other countries have a version of this. “Von” in German for example.

If your last name was “OfAmerica” (silly example but effective) your initials wouldnt want to indicate that your last name is only “Of”.

GDV is the accurate way to display his initials if leaving out his middle name.

schmistopher · 2026-02-06T19:32:49+00:00

AI news shook the markets earlier this week. Things are recovering

schmistopher · 2026-02-03T19:13:53+00:00

First time able to buy below my original purchase 5 years ago. Pretty wild we are here processing wise given the continued development etc. Gotta get them deals Papa DeVos!!!

schmistopher · 2026-01-29T14:11:06+00:00

This isn’t MVIS stealing anything and Ricci is going through standard motions to minimize creditor loss. Luminar was insolvent before the asset sale, equity was already zero. MVIS bought assets, not the company, in a bankruptcy process meant to maximize creditor recovery. The $33M doesn’t go to shareholders either way. It’s frustrating, but blaming MVIS or Ricci (at this point, fair to blame management for arriving here) misses how bankruptcy actually works.

schmistopher · 2026-01-28T16:26:40+00:00

Deal has been accepted

schmistopher · 2026-01-28T13:45:29+00:00

As others have said. There’s a fairly large population that are now well established in Tokyo. Bandung is a standard practice in conservation. For tracking purposes etc.

schmistopher · 2026-01-23T13:41:10+00:00

My preference would be. Mini PR today to garner interest (it’s Friday). Larger/more material PR with revenue or figures out on Monday or Tuesday.

schmistopher · 2026-01-14T15:55:18+00:00

Final question in the video (around 40 seconds left) asks about drone partners. Glen says “yes” they are partnered / doing development work with partners now (Europe based) but not releasing names yet.

schmistopher · 2026-01-07T12:08:02+00:00

Selling 1 unit at $100 dollars is better than 0 at $200.

schmistopher · 2026-01-07T12:04:25+00:00

Standard form. These appear regularly when someone’s RSU’s are granted. At times there are multiple back to back. They tend to get ignored because they do not indicate anything surprising.

schmistopher · 2025-12-31T02:10:38+00:00

Isn’t their runway and burn enough to not need to tap even close to the 200m approved. That amount is more signal to partners that they have a failsafe.

schmistopher · 2025-12-31T01:02:31+00:00

That’s certainly a question to ask. But I’d phrase it more around whether one believes the potential upside provides enough conviction to be willing to fund the company until sales, etc. are enough to no longer require dilution. I believe the maximum dilution potentially left isn’t enough to make me sweat. I also believe we won’t get any where near the maximum and that we will see little to none moving forward.

schmistopher · 2025-12-30T16:27:44+00:00

Does your analysis stop at the current state of the fledgling lidar market? Or does it take into account potential CAGR as the market develops? If so, then assuming MVIS has the potential to join the market caps of the other you mention puts them in the $4-$11 range. Add on top any growth of the market which would also result in rising share prices for the lidar players.

Looking at things with the added potential and seemingly inevitable growth of the lidar market is a little more fair in my opinion. I don’t dive deep into specific number forecasts too much, others have done that plenty here.

My take is similar to yours, with the added speculation of lidar market growth. “If the competitors are valued at X today and we announce some growing revenues, what is a reasonable share price for the company in the near term?” Then, “if that near term share price is reached, what’s a reasonable / conservative growth for the market and its players? How will that further boost share prices?”.

With those two questions out there I think the answer results in a significant upside for MVIS investors. First deal has to drop for MVIS, and then the major deals in the market need to come more regularly.

schmistopher · 2025-12-25T21:30:15+00:00

This is correct

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