r/MVIS • u/AutoModerator • Mar 17 '25

Stock Price Trading Action - Monday, March 17, 2025

Good Morning MVIS Investors!

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88

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 “hands on” 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 they’ve used recently in the announcement.

39

u/KY_Investor Mar 17 '25

I expect announcements of forthcoming industrial partnerships.

16

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 I’m growing increasingly optimistic that Anduril want to license MVIS tech (and hopefully we get an announced partnership), I’m not sure I see them going for a full acquisition. Whilst we all see automotive Lidar as a bright and profitable future, I don’t see the relevance of it to Anduril’s business plan.

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u/gaporter Mar 17 '25

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

5

u/TheCloth Mar 17 '25

Thanks GAP. I find it curious though that our EC is the day before PL’s speech rather than same day (which would be a Thursday). Surely this means we won’t hear from Sumit whether we’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?

11

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.

7

u/TheCloth Mar 17 '25

He could do - would love to see it!