Mark, do you really think that what we post here on SI influence a stock one way or another? If you do, I have no arguments to dissuade you. On the other hand, since you have researched this stock for quite some time, in lieu of finding motives for my "bearishness", tell me succinctly what are your reasons for being bullish (at these prices). Numbers, like forecasted profits, time to positive cash flow, size of addressable markets, share of these markets MVIS can rationally expect, etc. would be preferred.
Of course, you could do what FMK is doing on VLNC, repeating time and time that production capacity exceeds world demand for their products, but that will not "sell" me.
Mind you, while technology and patents are important, what makes an R&D company survive is a transition to positive cash flow, and that is where efforts in analyzing this company should concentrate.
As I mentioned, I got into the patent issue and those specific patents in response to Josef's query.
Zeev |
