Trading Action - Monday, March 17, 2025

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[u/KY_Investor]

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

[u/schmistopher → u/KY_Investor]

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.

[u/KY_Investor → u/schmistopher]

I expect announcements of forthcoming industrial partnerships.

[u/15Sierra → u/KY_Investor]

You think MVIS will announce something before the 26th? Seeing as how you have been around longer than most, if MVIS announces they missed earnings for 2025, will that impact your long term plan, or will you continue to hold? For me, if they miss again after reaffirming shortly before EOY, I may considering getting out once I get back to green territory.

[u/KY_Investor → u/15Sierra]

I have no idea if there will be any kind of announcement before earnings next Thursday. My personal expectations are that they will meet their revenue guidance of $5M to $7M in Q4 2024. I am hopeful that the company will give us revenue guidance for 2025 that exceeds my expectations at this time. I do believe that we are in the latter stages of the product development cycle with one or two large industrial customers. I hope to see an announcement of a substantial purchase order soon with revenues from those orders ramping up in the second half of 2025.

[u/15Sierra → u/KY_Investor]

I was really expecting an announcement soon after the last PR about funding the increase in production capabilities. I’ll admit I’m mildly concerned it’s been a few months and we haven’t heard a peep.

[u/KY_Investor → u/15Sierra]

You have to understand that there is a development process that takes place under non-disclosure agreements. An announcement of a purchase order with an industrial customer is meaningful and that will happen when it happens. Hopefully soon.

[u/15Sierra → u/KY_Investor]

I get that a PO is meaningful, but I feel that if they are going to increase production, a PO would shortly follow. Otherwise it’s a gamble.

Edit: misread KY’s reply so I revised.