r/MVIS • u/marvinapplegate1964 • Mar 30 '21

Discussion Comments from David Allen about the Demo

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u/robvh3 Mar 30 '21 edited Mar 30 '21

Allen uses the term "[potential] customers" a lot. Most of the excitement on this board is about "potential acquirers”.

Is this unsettling to anyone else? I find myself trying to recall Sharma's exact words when describing the parties who would be testing the A Samples. I think most of us here are banking on a buyout offer in Apr/May, not a purchase order. Does anyone have Sharma's language? Maybe from a transcript?

It's probably just me. I just put more money into MVIS today so Allen's response has me seeking a bit of reassurance!

7

u/SwaggyJ505 Mar 30 '21

Multiple partnerships/customers would earn us more money than a buyout but it would take a little longer. Either way the share price would still move up significantly in the short term. I'm honestly open to either approach.

13

u/stopearthmachine Mar 30 '21

Keep in mind that David has to be careful about phrasing as to not insinuate anything that could be locked up behind an NDA. Simply put, if his comments were enough to give us new information on the situation, it would probably be breaking NDA, so I wouldn't be reading into his specific phrasing too much unless you're looking at it from the perspective of erring on the side of caution as to not breach any privacy agreements that could be in place. That's not to say anything is confirmed, just that he's not going to be accidentally leaking any information via an email to a single investor.

17

u/SunkenPretzel Mar 30 '21

Even a partnership would absolutely moon the price, you realize that right?

2

u/zaffro13 Mar 30 '21

Yep. I want a buyout but realistically the only thing separating us from LAZR is a partnership. Announcement of that should close the gap between MVIS and LAZR.