T O P

  • By -

Dinomite1111

Would really like to know more about our Rivian experience. We have them listed on our website with other companies we Do or have done business with. I understand the economies of scale theory and how it wasn’t feasible, it’s just very unfortunate we can’t make that happen as a partnership w Rivian. I understand they’re a small production but They’re the hottest boutique E car company out there. I guess it’s go big or go home…I guess 50-60,000/year production doesn’t get us there but that’s today what about down the road once we’ve solidified a partnership?? They’re only going to grow. There’s even rumors of Apple buying them out there…


MuddyVision

My Rivian is for sale. Listed on AutoTrader. Sad to let it go. Driving experience is phenomenal. Never any issues since delivery. 7k miles, launch edition, quad, large battery, forest green. Need some cash and don’t want to sell MVIS! Moving to Canada and not working now so just can’t justify the third extra vehicle at this time…and don’t want to leave any of the cars out in snow and ice while living in the frozen North. Rivian is garage kept and now in McKinney Texas. Sorry if this should not be here but Rivian topic triggered me. Definitely would be sweet to be doing business with this state of the art company. Rivian has their own money issues…so I get it. 


Sweetinnj

We do have a solicitation policy on this forum, but I will let it slide, providing that any questions should be done by Private Messaging between you and an interested party. TY


MavisBAFF

Once we sell a version of Mavin at high volume, it may be quite a bit easier to sell a similar version into the lower volume programs.


Phenom222

Good eye.


generaltso78

We could just outfit a select few of them for free. It's a risk but if the experience if very good, and their adas gets very good press coverage, other car companies may try and emulate what they have. Personally I've only seen promotional demos of Mvis hardware/software doing it's thing. I'd like to see a video from an outsider driving around with a full spectrum of lidar and software suite.


Dinomite1111

Well to a civilian like myself, it would seem like a good relationship to cultivate early, like yesterday. But what do I know. I guess it was just too damn expensive that it wasn’t feasible. And perhaps they were trying to avoid another deal that yielded no money. However, I can only imagine if it were put to a vote amongst shareholders, to be in bed with them even at a cost, would yield a 100% YES! But again what do I know… I’ve got a Rivian neighbor exec friend that I rarely see but I’m on it. We’ve chatted briefly before re lidar and he said MobileEye most likely going into their bumpers but years away end of decade…but brief would be the key word there. Decent guy. Ill stir his pot a bit when I see him next.


Befriendthetrend

We can cultivate the relationship but no rush to sell products at a loss. We aren’t going to set up production for low volume and we aren’t going to sell them sensors at a huge loss. So unfortunately Rivian will have to wait for larger entities to move forward with lidar so that they can piggyback on the scaled efficiencies of mass production. Nothing unusual about this. This is where Rivian will be until they truly break out and produce their own vehicles at sufficient scale to support this level of investment.


Dinomite1111

I appreciate your take. So much nuance out there. Thanks. I guess I had visions of them beating everyone to market, showcasing our tech in a very symbiotic way that would be the awe of the industry. I’m a f’ing dreamer man, that’s all…


sokraftmatic

Anyone got any new clues when we might hear anything new? Sumit last said that oems are running out of time..


Dinomite1111

He’s said a lot of things that came up empty, but I still believe in the man’s integrity and I’m not quite sure why. Probably because he seems like a straight shooter and a no-nonsense guy, Perhaps to a fault. They’ve compensated this team handsomely and f’ing beyond, so they must have faith in them to get it done. It’s why I’m still hanging around. The rocket hasn’t even been started yet. We’re in idle. Nobody’s won shit yet! Still time for hope and good things. How anyone could possibly leave now when these RFQ’s are still alive…??? Affordability would be the only reason. Money tied up for decades is tough I get it… especially nowadays ..


A0-3959X9115

I don't think OEMs are running out of time. It's clear they are able to continue to push timelines out without them fearing any sort of repercussion of the tech. They are in control. They are most certainly not going to rush out a safety device.


sokraftmatic

Yah agreed. Was just stating what sumit was saying. I hope we get some china manufacturers to the us. These non china oems suck.


alexyoohoo

Just don’t think China oems will buy from us. Too much politics here. Robosense and hesai will own China cars. I don’t see China lidars coming to europe or us.


Befriendthetrend

He told us he expected nominations around the middle of the year, and even said “probably sooner”…but that was on the Q4 call. I am a bit confused about what to expect following the Q1 call, but I don’t think Sumit actually changed much other than to emphasize that the timelines really are up to OEMs and he can only tell us what he hears from them. As has been the case for months, we could hear news any day.


WaveSuspicious2051

At this point, his expectations have proven to be so far off, it’s difficult to believe they are even remotely close. Nothing he says we will move the stock price. Only signed deals. Your guess of when that happens is probably as good as his. Im not expecting much at this point.


Befriendthetrend

His expectations are based on what he has been told, and he has updated us as this has evolved. We all know the industry is moving towards fully autonomous cars and (most of us know) that lidar will be an important component in making this a reality. The only question is timing. Pressure is only going to increase for the OEMs who want to bring the best tech to market ahead of their competitors.


WaveSuspicious2051

Doesn’t feel (currently) like OEMs are the ones getting squeezed. LiDAR companies valuations are in the toilet, without the resources to stay afloat years with no revenue. I hope we can sell something to stop the bleeding before significant revenues come in, but a 2nd quarter with revenue less than a million will only accelerate our decent.


Befriendthetrend

With new regulations and consumer expectations and demand for better ADAS systems, decisions will be made. OEMs can’t drag their feet forever. Once the first domino falls, others will fall with them. MicroVision is in a tight position but we don’t know what’s happening behind the scenes.


WaveSuspicious2051

Hope you are right!


Befriendthetrend

Not my random guess, it’s literally the go-to-market strategy that Sumit has presented to us and it’s what I’m invested in. Edit: speaking about targeting the most important high-volume products as the first domino and the rest falling in line after that.


jf_snowman

5/31 Short Interest is 52,745,868 This is the highest ever in terms of shares, but not necessarily % of float [https://www.nasdaq.com/market-activity/stocks/mvis/short-interest](https://www.nasdaq.com/market-activity/stocks/mvis/short-interest)


MavisBAFF

+288 @ $1.09 AH with GME winnings


Alkisax

That’s BAFF


AsAPLARKYY

What up mvis'ers 😎


WaveSuspicious2051

Not the stock


MashTheGash2018

Are we due for our annual “someone’s going to buy us” pump? This is the time of year it happens


Dinomite1111

Downvotes for a good pump run??? What are people purists??? Don’t know why the big money boys don’t wanna visit the 20’s again. We’ve been there and they could do it easy. Lord would I treat that spike differently. I believe we’ll get a good pump before a deal.


ArcFlash004

Funny, I’ve been here 3 years, and I only remember that from ‘21. Got anything constructive to contribute?


MashTheGash2018

Obviously you have not. Remember June last year?


ArcFlash004

Quite clearly. Sure, the random commenter may have mentioned a buyout, but the bull thesis last year was based on selling sensors at scale as a Tier 1.


Befriendthetrend

That still is the bull thesis but markets are spooked and shorts have piled on. This can turnaround real quick.


Soggy-Biscotti-6403

Shhhhh... 26 comments in the last 16 hours. Maybe you don't need to chime in on every post - this one in particular is completely irrelevant to the point being made - Arc's rightly saying the pumps we've had aren't all because of buyout rumours.


Befriendthetrend

Gross, I was agreeing with arc. Your post gives me the creeps!


Soggy-Biscotti-6403

Go get your beauty sleep then


voice_of_reason_61

Potential for Tesla not to be able to sell cars in CA? Let me know if this was already posted and if so, I'll delete it. TIA. https://www.foxbusiness.com/fox-news-auto/tesla-must-face-false-advertising-claims-against-autopilot-california-administrative-judge-rules


FullyErectMegladon

Speaking of Tesla. Anyone elses locale seeing Tesla drivers start to overtake Dodge Chargers as biggest assholes on the road?


picklocksget_money

A little bit but GMC Acadia drivers have really been out of line lately


voice_of_reason_61

No, but I saw a Tesla recently with a bumper sticker that said "I bought this before we knew Elon was crazy". That one got me laughing.


Dinomite1111

My buddy got bumped on his Harley by a Tesla recently. CA freeway. Bumped his bags. chick was eating a sandwich. No hands .


reverend_dr_cuddles

I live and drive in NYC. I don’t see a lot of Chargers but I can vouch for the assholery of Tesla drivers. BMW drivers are still number one though.


hatcreektrout

I had good times there. CENTRAL PARK .NY AQUARIUM..5TH AV AND TIMES SQUARE WAS GREAT.. when it was not!! Family friendly..mets and Yankees and joe with jets...even trader vics.. before  your time..  and autopub was really cool.. Cary Grant and Gloria Swanson  on the street.. a better day..so much has changed.. for the worse ....as has San Francisco...Miami Naples..on and on...now we run to the mountains...perhaps  Portugal next year...if we ever make any money... here... lolo


slum84

They have over taken Prius drivers


FitImportance1

**All I can do is try and give him the best tools to succeed…this was my suggestion for his opening remarks at the Conference…** https://www.reddit.com/u/FitImportance1/s/rdKbi3ja12 PS: Yeah, I know, he probably isn’t even there but had they listened to me this would’ve been a guaranteed smash hit!😂


Alphacpa

Send to the OEM's!  Love it. 


snowboardnirvana

Hahaha, that’s a great slide. Please forward it to IR with permission for Sumit to use it, with attribution of course.


FitImportance1

Oh yes, they have been informed that it is For Sale! I’m sure they won’t let this go to a Competitor for a mere $3000! I’m waiting by the phone right now.


snowboardnirvana

>I’m sure they won’t let this go to a Competitor for a mere $3000! > I’m waiting by the phone right now. Operators are standing by.


MyComputerKnows

That‘s a great slide because it’s all too true. Makes you wonder why the OEMs are dragging their feet, when in fact MVIS is ready to go to save the world from that kind of automotive madness. The changes to the whole economics of level 3 and level 4 ADAS safety will change everything.


Dinomite1111

The way I see it, if you’re a complete and total moron like me and didn’t sell even a taste into any of the major spikes we’ve had over the years, you have two choices….cut and run, take the loss, give yourself a new identity and leave town, or wait out whatever shitstorm comes your way whether good or bad. Amazing how simple life can be when you only have two choices to base your actions on. But there’s a lot of nuance in that decision, and I’ve sifted through every piece of nuance available to my available brain space. And for me…I’m sticking around. I am the dude who came to the casino with a pocket full of cash and should have cashed out long ago, bought some cool shit and put some dough away. Could have even lived my dream life had I sold enough. But I didn’t. I’m also a grown man and take responsibility for my decisions. So I wait. For the next ride. It will come, I believe, we’re just in a regroup phase currently. At least the industry is so it seems. Gotta be in it to win it as they say. Cheering from the sidelines with no horse in the race just isn’t the same game. No whining on my journey here. It’s too easy and a waste of time, especially when I have very little clue what’s going on behind the scenes. 4 offices around the world can’t be for nothing. We shall see.


Forever-Blind

112k @ $4.11, lets ride


tshirt914

Did you sell a lot? Looks like you used to have 300k @ $18


Forever-Blind

112k shares @ 4.11 I think whatever old post you’re looking at was $300k in @ $18 I wish I sold a lot lol I was up $270k when we hit $28 and didn’t sell because moron


tshirt914

Every dog has their day


_ToxicRabbit_

The question is will we actually sell in the next run up? 😂


IneegoMontoyo

As much as I am still holding out hope our tech is a real game changer in two verticals, my complete loss of faith in our management team has me seriously considering pulling the rip cord if my cost basis is ever touched again. There have just been so many truly gut wrenching and mind boggling things that I believe could have been abated under professionally minded experienced management that actually cared about their investors enough to not string them along with empty promises. The case for excusing everything because every other LiDAR company is being throttled doesn’t work anymore because we have long claimed to be far superior to all of them with truly game changing tech. Therefore it should be trivially easy to leverage that superiority on every single front, (especially in the game of perception and potential with investors just like Amazon did for years before making a profit) with a responsive investor relation department, regular fireside chats, effective public relations, aggressive efforts at getting publications to document our tech advantages in industry periodicals, refusing to dilute investors share value ever again by instead taking all your alleged tech advantages to the capital markets for funding, etc. You simply can not make the case that maximizing shareholder value is even on the radar with these guys who continue to fiddle while Rome is burning literally to the ground as we hover closer and closer to delisting. This is not FUD. I am 49,500 shares long with 330 Jan 2025 call leaps amassed and subsequently held through all the broken promises and empty rhetoric about maximizing my value which has turned out to be total bullshit. I want this investment to succeed like every other long here but I am also a realist who hates the boy cried wolf stuff with a vengeance. Their incompetence has trapped many people inside a burning building and they locked all the doors with the “epic 2023” and continued missed guidance bullshit. This is the reality they created and for that they have just been given a raise. BBB


outstr

let's hope there is a next run up. There's gotta be.


Dinomite1111

Not only will I never let an opportunity slip, I will be aggressive as F. Lessons finally learned. Was never about greed for me. I was inexperienced , green and ignorant. I’ll never be that dumb again. Especially when the lows go for years! I don’t have that kinda time anymore.


noob_investor18

I will. I want to retire and roller coaster ride isn’t for me. Well, it’s more like a slide at this point.


[deleted]

[удалено]


[deleted]

[удалено]


FitImportance1

Ha, sounds like me.


Dinomite1111

ALot of us. Wish I was tuned in better but it’s all about learning not to leave absolute fortunes of money on the table. I coulda been living on the moon by now!


Alkisax

And me lol


FawnTheGreat

And my axe! Oh wait


Alkisax

I just realized Fawn were all waiting for your kid to finish college lol one year old yet and how is it going?


Chiimy

Judy Curran is leaving / has left the board this month? At least that's what her linkedin says. Is her job done - linking us to Ford? [Judys Linkedin](https://www.linkedin.com/in/judycurran?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app)


alexyoohoo

Yes bc she was not up for board election.


alexyoohoo

Yes bc she was not up for board election.


A0-3959X9115

There's been speculation it could be a conflict of interest with her at Ansys.


ArcFlash004

FWIW, a trader that I have followed on twitter for a couple of years with a pretty good track record of picking runners started talking MVIS last week, and is ramping up expectations this week on his Discord. Edit- [Link to just one of his posts today.](https://x.com/buysellshort/status/1800615060429271392)


Revolutionary_Ear908

been following this guy too! awesome.


smashysmashy12

the guy said mvis likes to release prs around events time but that doesn't sound like mvis


ArcFlash004

To be fair, he’s a penny stock trader. He pays attention to a lot of stocks, and does his DD. But he’s not paying as close attention as us to the day to day.


skertskertbangpow

That discord is wild. They mention mvis A LOT


ArcFlash004

Usually not in a positive way, lol. The fact that they’re short term bullish has me pumped.


s2upid

>That discord is wild. They mention mvis A LOT gezz there's 1,600 users on there.


Nakamura9812

157k followers is a nice audience. I see he’s been mentioning MVIS pretty frequently lately.


Chefdoc2000

Twitter link?


ArcFlash004

https://x.com/buysellshort/status/1800616313624330494


Befriendthetrend

Daaang, they think we’ll only move 25-40% on a *squeeze*?! MVIS wouldn’t even touch $1.50 in that case. Easy money for traders I suppose.


Chefdoc2000

Thanks Arc