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Tuesday, February 16, 2021

I am holding and will continue to hold

Some have called, texted, and emailed to ask about it.... so: I am holding and will continue to hold. 

There is some broader market uncertainty, and there should be... I think MVIS should be either largely unscathed by this or benefit from it. (Finding an issue with real growth potential in a market of shrinking issues could benefit us.)

 

The basic benchmark (for the time being) is LAZR.

Microvision's LiDAR is better than theirs, so for the LiDAR vertical we should equal or exceed their price.

12,000,000,000 / 155,000 = $77/share for Microvision. (For LIDAR)

I believe Microvision's near eye display is worth at LEAST what the LiDAR is worth.

$77 * 2 = $154 -- that's my target right now. { This isn't including the interactive laser display, display only, or other cool things MicroVision has in their bag of tricks. }

Eventually the LAZR comparison will break down - not sure what the trigger will be (yet)


Once AR gets renewed attention I believe it will effect MVIS at least as much as the attention that LiDAR has received.

This is all my opinion... I'm doing me. You do you.

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