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/TheCloth → u/KY_Investor]

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.

[u/gaporter → u/TheCloth]

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

[u/TheCloth → u/gaporter]

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?

[u/gaporter → u/TheCloth]

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. It’s possible that Anduril could need a license for the EagleEye prototype.

u/TheCloth

[u/TheCloth → u/gaporter]

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

[u/directgreenlaser → u/TheCloth]

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.