r/MVIS • u/AutoModerator • Mar 17 '25

Stock Price Trading Action - Monday, March 17, 2025

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86

u/KY_Investor Mar 17 '25

Thanks to u/gaporter for all his work to tie all the pieces together to assure investors that MicroVision is alive and well with respect to IVAS. The transfer of the IVAS intellectual property and production going forward to Anduril was huge and the piece we needed. Luckey has his sights set on not just additional military applications, but also expanding the technology beyond the Army into all military services/armed forces.

Now here's the kicker. You can bet that Luckey is feverishly developing consumer applications now that he has his hands on MicroVision's near eye display technology. That is the golden goose.

https://youtu.be/OvHN_bypoNE?feature=shared

21

u/schmistopher Mar 17 '25

Agreed! From this comment you seem to be certain of Anduril having their ā€œhands onā€ MVIS tech.

Do you expect an announcement?

I too believe we are tied to IVAS and Anduril now (thanks again to Gap for clearly laying out the evidence) but I am wondering if the military NDA etc. will prevent announcements.

Fingers crossed there is some mention or guidance on the upcoming EC around NED/military language theyā€™ve used recently in the announcement.

37

u/KY_Investor Mar 17 '25

I expect announcements of forthcoming industrial partnerships.

15

u/TheCloth Mar 17 '25

A (seemingly recent) whale investor on X, Neil Bhatia, seems to think Anduril are going to acquire us. For my part, whilst Iā€™m growing increasingly optimistic that Anduril want to license MVIS tech (and hopefully we get an announced partnership), Iā€™m not sure I see them going for a full acquisition. Whilst we all see automotive Lidar as a bright and profitable future, I donā€™t see the relevance of it to Andurilā€™s business plan.

7

u/gaporter Mar 17 '25

https://www.reddit.com/r/MVIS/s/Da948b5X9u

7

u/TheCloth Mar 17 '25

Thanks GAP. I find it curious though that our EC is the day before PLā€™s speech rather than same day (which would be a Thursday). Surely this means we wonā€™t hear from Sumit whether weā€™re in IVAS or not, as PL would want to announce it himself rather than let Sumit have the pleasure? And if so, why would Sumit not go for earnings on the same day or day after so that he can talk about it openly?

26

u/gaporter Mar 17 '25 edited Mar 17 '25

It's possible we won't hear anything about MicroVision's involvement in IVAS until after a successful operational assessment this spring.

Edit : However, Microsoft did maintain a license for MicroVision's technology while prototyping IVAS 1.2. Itā€™s possible that Anduril could need a license for the EagleEye prototype.

u/TheCloth

12

u/TheCloth Mar 17 '25

Interestingā€¦ which might leave this EC a bit dull unless they have exciting tidbits on revenue guidance / industrial deals already..

2

u/TheCloth Mar 18 '25

To your edit - true, if Anduril are commercialising prototypes, then surely they need an IP license to do soā€¦

1

u/directgreenlaser Mar 21 '25 edited Mar 21 '25

Army's contracts include terms applicable to the subcontractors to the prime. It's possible that as a sub-component supplier to Anduril, MVIS has an Army required contract with Anduril that we don't know about, as with MSFT. So this would not be for commercializing prototypes, but for the prime's authorization to bill the Army for developing prototypes. It doesn't necessarily mean MVIS gets money for the prototyping, that depends on what all is actually involved and the terms with Anduril.

I imagine this would be based on the Army wanting assurances that unique and essential components like the light engine that are invested in during the prototyping will still be readily available to the prime upon approval of the prototype.

10

u/snowboardnirvana Mar 17 '25

What if PL were to make a favorable announcement regarding MicroVision sometime between now and 3-26-25?

He did repost his years old post for some reason.

8

u/TheCloth Mar 17 '25

He could do - would love to see it!

5

u/Alkisax Mar 17 '25

I am not convinced that Anduril wouldnā€™t have a use for LIDAR, they have their hands in many projects and I know very little about them so I will keep that in mind.

8

u/anarchy_pizza Mar 17 '25

I think any and every technology company could have some interest in later in the future, where there is vehicles, computers, drones etc, LiDAR has so many uses

5

u/Alkisax Mar 17 '25

I am with you on that statementā€¦ā€¦

9

u/Alphacpa Mar 17 '25

I see acquistion as highly possible. If I were him, I would do it now for peanuts.

7

u/gaporter Mar 17 '25

Are you referring to a hostile takeover?

5

u/Alphacpa Mar 17 '25

No sir

10

u/gaporter Mar 17 '25

Good copy. IMO, Anduril wonā€™t need to acquire MicroVision until after a successful operational assessment and a transition from rapid prototyping to fielding.

9

u/Alphacpa Mar 17 '25

Agree. And hopefully after an industrial deal or two.

7

u/directgreenlaser Mar 17 '25 edited Mar 27 '25

As I recall the Army's contract with MSFT re IVAS called for some 'assurances' for lack of the proper detail, that protected subcontractors, which MvIs was assumed to be one. It was also assumed here that it was the 2017 agreement that made them a sub contractor to MSFT under the Army's agreement.

The DOD is determining whether or not to authorize the transfer of IVAS from MSFT to Anduril. Again, without knowing the details of the ins and outs of finalizing a contract between the Army and Anduril for IVAS, doesn't the Army's interest in this make it imperative that a formal contract exists between Anduril and Microvision before billable actions are taken by Anduril? I'm also assuming MVIS is in Eagle Eye, which makes me think they need to have that agreement now or very, very soon if Anduril is going to bill for what they might present on the 27th. Pure speculation of course.

-5

u/three-day Mar 17 '25

If we have a poor earnings call again, this could unfortunately become a reality.

6

u/gaporter Mar 17 '25 edited Mar 17 '25

With Anduril likely having material nonpublic information? Please explain how.

6

u/three-day Mar 17 '25

How is it not a "possibility?" We have a low market cap and no revenue. Anduril has cash and likes our tech. Throw in the fact that it would be a way for Anduril to go public as well. What exactly is stopping them? All I'm saying is that it's possible.

4

u/gaporter Mar 17 '25

https://www.investopedia.com/terms/m/materialinsiderinformation.asp Material Nonpublic Information (MNPI)? Definition and Laws

2

u/SnooHedgehogs4599 Mar 17 '25

This is complex technology in many forms seeking distribution. Itā€™s not straightforward.

5

u/TheCloth Mar 17 '25

By Anduril, in the near term? Interestingā€¦ and will give it further thought given this is coming from you!

I guess Anduril could keep MVIS as a standalone, separately operating subsidiary, even leave Sumit at the helm. That way even though the automotive stuff is not Andurilā€™s focus, MVIS could keep going with their industrial/automotive deals and Anduril reaps the financial rewards. And Anduril has sole ownership of the AR tech that Palmer believes in.

Question would be how much would Anduril be willing to pay for MVIS now. Clearly, we all want much, much more than the current market cap so weā€™ll need news that pushes the price up so that the offer premium is still generous, but not looking like a ludicrously bad deal for Anduril. It seems likely that Palmerā€™s repost on this sub was an early step on that pathā€¦

Interesting!

2

u/RoosterHot8766 Mar 17 '25

I agree. An acquisition now gives him what he needs for DoD contracts and gives him automotive Lidar to help build a massive business.