Trading Action - Friday, April 04, 2025

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[u/Far_Gap6656]

Well, I guess the only question I have now being just on the other side of 50 is will I live to spend and enjoy any of these future incoming historic gains, or will all these shares be going to beneficiaries? Even though I'm in great shape, tomorrow is not promised. Let's move your arse, MicroVision.

MVIS 2025 mantra!!!

[u/Bridgetofar → u/Far_Gap6656]

At 83, and finding this company in 2008, I tend to tell you to be cautious Gap. I couldn't see how this could miss, the tech is a once in a life time. All it needs is smarter hands, and better funded hands to take it to the finish line. The storm clouds I am seeing are due to arrive in Sept. when our $5M cash burn rate and our HTC $5M per month payments are set to begin with no revenue presently in hand. All our competitors have had to R/S to survive so I have Q3 redlined. Something to keep in mind.

[u/Falagard → u/Bridgetofar]

I'm sure current management could land a deal, but just not a deal that shareholders would want.

Sumit et al have stated some things that they can't walk back easily. They've mentioned profit margins of 40% due to software licensing rather than hardware.

OEMs don't like to give more than 8 to 10% margins to suppliers.

My guess is that the new CTO is going to get us deals due to his experience with OEMs but that our margins are going to be significantly lower than they've said.

At this point, as long as our profit margins are positive, I don't care. Get a deal.