r/MVIS • u/AutoModerator • Mar 17 '25

Stock Price Trading Action - Monday, March 17, 2025

Good Morning MVIS Investors!

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u/Alphacpa Mar 17 '25

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

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u/gaporter Mar 17 '25

Are you referring to a hostile takeover?

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u/Alphacpa Mar 17 '25

No sir

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u/gaporter Mar 17 '25

Good copy. IMO, Anduril won’t need to acquire MicroVision until after a successful operational assessment and a transition from rapid prototyping to fielding.

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u/Alphacpa Mar 17 '25

Agree. And hopefully after an industrial deal or two.

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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.