Silicon Investor - Microvision (MVIS)

[tktrimbath] my semi-annual review of MVIS INTRO Here's my semi-annual exercise to see if I ...

tktrimbath — 12/31/2025 4:34:47 PM

my semi-annual review of MVIS

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

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MicroVision

MVIS (market cap is $0.259B was $0.283B)

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Oh dear. Am I doing this again? Is the company doing this again, a new CEO which means yet again a new direction? Sigh. Read on, and hope. For years, I've copied and pasted the previous post. Let's start fresh.

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Microvision (MVIS) is a (perpetual) startup based on the technology that is an oscillating mirror on a chip. Shine light on the mirror and the oscillations can produce an image. Let the mirror reflect what it sees, and it becomes a sensor. Shine light on it and receive that reflected light, and it is effectively LiDAR. The market potential for the projector is roughly the same as the smartphone market because a projector has already been produced that fits in a smartphone. As a bar code sensor, it has been demonstrated for reading barcodes as well as helping industrial automation. As a LiDAR unit, it can enable autonomous vehicles. Lots of potential.

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Lots of potential, but each CEO has departed without their initiative becoming successful. Arguably, some of those ideas may have and could be profitable, but they were set aside as new managers arrived. This has been going on since at least 1999. The company has survived through dilution, which means my original stake has been diminished significantly. I believe in the potential based on market needs, not personal emotions. I am also saddened by the correlation of shifting development directions with each new management shift. The ideas that have been abandoned have rarely been explained in terms of market conditions and are replaced with the prospects of the next shiny option, and yet, I suspect some of those earlier ideas may be valid if they'd pursued them or returned to them.

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DISCLOSURE LTBH since 1999 (though the very first shares are gone). I continue to hold because the price is so low that the only benefit to a sale may be for tax losses, and because, if only by luck, I think the company may be profitable because a customer wants the product regardless of what management has in mind.

Dilution means that I no longer have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. Some day, some day...

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

& from my One Company One Story series on YouTube

youtu.be )

[tktrimbath] My mid-year review of MVIS (same old, same old - Lots of promise. Lots of promis...

tktrimbath — 6/30/2025 4:21:08 PM

My mid-year review of MVIS
(same old, same old - Lots of promise. Lots of promises.)

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $0.283B was $0.287B)

I've been Holding and watching MVIS for over two decades. Pardon me as a copy&paste yet again since 2022. That seems most efficient. (Some edits added, but nothing signficant because nothing seems to have changed except details.) Another era of MVIS doldrums. Very little new news relative to the previous years/decades.

"Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?" Well, it hasn't been any of the previous hoped-for periods for the last twenty years - though there was that time of flirting with hope..." (circa 2021).

MicroVision is a electronics component manufacturer developing, and to some extent selling, elecro-optical units based on a chip-sized oscillating mirror. It is a simple and ingenious design defended by a long list of patents. Currently the greatest public hope for the company are the LiDAR sensors targeted at the autonomous vehicle market. MicroVision's advantage is based on the chip's scalability, the lack of pixel-sized constraints (as compared to LEDs), lower power requirements, and small package.

Before LiDAR, the company targeted short-throw projectors, projectors embedded in smartphones, augmented reality eyewear (see Hololens and more), as well as game controllers, bar code scanners, and orthoscopes. And probably more. The company has always operated under constraints from NDAs, the need to protect competition sensitive product developments, and some exclusive contracts that were ill-suited for the company, in retrospect.

It is easy to imagine that the company wasn't persistent enough in pursuing some of those products as they were first movers in those fields. Now, competition has caught up. Also, corporate hopes pinned on singular products languished if the product or customer failed to deliver. Each CEO also resteers the company to distinguish their era from the previous one. The effect has been for the company to be seen as a tech test bench play shop that is dependent on demos and customers rather than faith in the company's products to lead to financial success.

I remember when... Once upon a time, profitability was described as a possibility for 2003. (Previous notes had a note also suggesting 2023. Irony?)

As stated above; "Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?"

If it succeeds, its rise may be magnificent, which is one reason to own shares now. My shares are now old enough to have graduated college, worked for a few years, then gone back for a Masters, started a family, had kids, and watch them enter school. How much longer will it take for something positive, significant, and quantifiable to finally happen?

Oddly enough, a cash infusion from another source and the depressed price made it easy and cheap to buy back in, not because I know anything new but because the market is exhibiting irrational exuberance which might include MVIS; and because some day, some day...

DISCLOSURE LTBH since 1999 (though the very first shares are gone). Dilution means that I no longer have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. Oddly enough, a cash infusion from another source and the depressed price made it easy and cheap to buy back in, not because I know anything new but because the market is exhibiting irrational exuberance which might include MVIS; and because some day, some day...

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

& from my One Company One Story series on YouTube

youtu.be )

[tktrimbath] Is this our Microvision? I suspect not, but thought it worth asking. Spotted in...

tktrimbath — 3/25/2025 3:38:26 PM

Is this our Microvision? I suspect not, but thought it worth asking.
Spotted in this video:
youtu.be

[tktrimbath] My EOY Review of MVIS INTRO Here's my semi-annual exercise to see if I remember...

tktrimbath — 12/31/2024 4:33:35 PM

My EOY Review of MVIS

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $0.287B was $0.213B)

I've been Holding and watching MVIS for over two decades. Pardon me as a copy&paste seems most efficient. (Some edits added, but nothing signficant because nothing seems to have changed except details.)

Another era of MVIS doldrums. Very little new news relative to the previous years/decades.

It is tempting to simply copy what I wrote at the end of 2022, so I will; then, I'll add more (but very little because so little has changed.).

"Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?" Well, it hasn't been any of the previous hoped-for periods for the last twenty years - though there was that time of flirting with hope..." (circa 2021).

MicroVision is a electronics component manufacturer developing, and to some extent selling, elecro-optical units based on a chip-sized oscillating mirror. It is a simple and ingenious design defended by a long list of patents. Currently the greatest public hope for the company are the LiDAR sensors targeted at the autonomous vehicle market. MicroVision's advantage is based on the chip's scalability, the lack of pixel-sized constraints (as compared to LEDs), lower power requirements, and small package.

Before LiDAR, the company targeted short-throw projectors, projectors embedded in smartphones, augmented reality eyewear (see Hololens and more), as well as game controllers, bar code scanners, and orthoscopes. And probably more. The company has always operated under constraints from NDAs, the need to protect competition sensitive product developments, and some exclusive contracts that were ill-suited for the company, in retrospect.

It is easy to imagine that the company wasn't persistent enough in pursuing some of those products as they were first movers in those fields. Now, competition has caught up. Also, corporate hopes pinned on singular products languished if the product or customer failed to deliver. Each CEO also resteers the company to distinguish their era from the previous one. The effect has been for the company to be seen as a tech test bench play shop that is dependent on demos and customers rather than faith in the company's products to lead to financial success.

I remember when... Once upon a time, profitability was described as a possibility for 2003. (Previous notes had a note also suggesting 2023. Irony?)

As stated above; "Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?"

If it succeeds, its rise may be magnificent, which is one reason to own shares now. My shares are now old enough to have graduated college, worked for a few years, then gone back for a Masters, started a family, had kids, and watch them enter school. How much longer will it take for something positive, significant, and quantifiable to finally happen?

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

DISCLOSURE LTBH since 1999 (though the very first shares are gone). Dilution means that I no longer have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. Oddly enough, a cash infusion from another source and the depressed price made it easy and cheap to buy back in, not because I know anything new but because the market is exhibiting irrational exuberance which might include MVIS; and because some day, some day...

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net

& from my One Company One Story series on YouTube

youtu.be )

[JubilationT] I was a fairly large shareholder a few years ago. When the SP settled in the 5'...

JubilationT — 12/20/2024 11:48:31 AM

I was a fairly large shareholder a few years ago. When the SP settled in the 5's it seemed that it was going nowhere. I sold my stake and been watching from sidelines.

[tktrimbath] A small grin: I assumed I was the only one who wasn't tracking the numbers as mu...

tktrimbath — 12/20/2024 1:04:36 AM

A small grin: I assumed I was the only one who wasn't tracking the numbers as much as before.
That thought leads to this thought: newbies may not look back at previous guesstimates and may take anything positive as marvelous. My expectations have been to both ends of the spectrum. I'm hanging in there for the investment, but also because it would be silly and embarrassing to get out just as something good and big happened.

Thanks to diversification in my portfolio, NVIS has slipped from one of the largest holdings to much lower. Not exactly incidental, but currently not consequential.

[Sultan] I have not checked the fundamentals lately so have no idea market cap of over $2...

Sultan — 12/19/2024 9:22:34 PM

I have not checked the fundamentals lately so have no idea market cap of over $200 m vs. other numbers, p/s, book value, cash burn etc. so I am just be clueless of the prospects going forward.. One of the reasons I want to see the client as well as other pertinent information..

I do realize that last couple of days volume has really spiked and Technicals may have triggered buyers but having been in it for such a long time, I think if this go around is real, I will have plenty of opportunity to add..

For the record, it is a small position.. 4,xxx shares with an avg. cost of around $ 3 ..

[JubilationT] Besides integration into Driver Assist Systems and in automated forklifts for wa...

JubilationT — 12/19/2024 8:08:39 PM

Besides integration into Driver Assist Systems and in automated forklifts for warehouse use, canned phrases as Augmented Reality, interactive display modules, etc...doesn't explain much. If they were to name clients, customers and such would be helpful to investors. Use in Robotics but no client names. We can understand Lidar modules but what OEMs are they selling to?
To be fair, I have not looked into financials to determine breakdown of where all of this is going to such as X amount in revenue from Auto OEM, Electric Freight Trucks etc...

[tktrimbath] Thanks. I'm curious about your comment, "With 220 million + shares outstanding, ...

tktrimbath — 12/19/2024 7:55:22 PM

Thanks. I'm curious about your comment, "With 220 million + shares outstanding, I am not in a hurry to do anything." Is there a critical number that they've passed or haven't reached that would change your position?
Not a fan of dilution. I tracked it, but gave up after so many events.

[Sultan] I guess we will know when they actually have orders, revenue etc. as to how sign...

Sultan — 12/19/2024 7:02:43 PM

I guess we will know when they actually have orders, revenue etc. as to how significant it is.. We have seen the ups and down of this stock for a long long time.. Zillion patents that did not go the distance in producing products that generate millions..

I am still holding some shares from 6-7 years ago and have never added.. With 220 million + shares outstanding, I am not in a hurry to do anything..

FWIW

[tktrimbath] Request for comments MicroVision has a PR for increased production of MOVIA ir....

tktrimbath — 12/19/2024 6:50:21 PM

Request for comments

MicroVision has a PR for increased production of MOVIA
ir.microvision.com

It sounds good, but MVIS has so low credibility with me (though I continue to be enthused with the technology) that I decided I'd ask for other opinions. As I read one line,
"...MicroVision expects output of MOVIA L sensors for 2025 to significantly increase compared to 2024..."
my history with MVIS chipped in with,
"Anything is a 'significant increase' when compared to nearly zero."

More of the same, or actually significant news?

Coincidentally, I bought more without knowing this.

[rdkflorida2] DaChief just posted a chart on his board. Could be something in the works. I s...

rdkflorida2 — 9/6/2024 10:59:01 AM

DaChief just posted a chart on his board. Could be something in the works. I sold all my shares at a higher price for a nice profit. Started buying back around mid Aug. Bought a few hundred today at .95. Will add on any pullback. Just a FYI "IF" anyone is interested. RDK

[rdkflorida2] BUY under $1.00.

rdkflorida2 — 8/8/2024 11:24:49 AM

[tktrimbath] Simple note Bought more MVIS dropped far enough that I could get some shares wit...

tktrimbath — 8/8/2024 11:22:58 AM

Simple note
Bought more
MVIS dropped far enough that I could get some shares with cash leftover from another trade.
25 years
Shares old enough to drive, vote, smoke, drink, basically grow up.
Time for them to graduate and get out into the world doing good stuff.

[tktrimbath] IVAS This is a video from circa April 2024. Apologies if it has already been p...

tktrimbath — 7/14/2024 11:57:12 PM

IVAS

This is a video from circa April 2024.
Apologies if it has already been posted.
Doesn't sound favorable for IVAS.
No MicroVision mention, but they do mention the display.
youtube.com

[tktrimbath] My mid-year review of MVIS INTRO Here's my semi-annual exercise to see if I rem...

tktrimbath — 6/28/2024 8:18:29 PM

My mid-year review of MVIS

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $0.213B was $0.505B)

Another era of MVIS doldrums. Very little new news relative to the previous years/decades.

It is tempting to simply copy what I wrote at the end of 2022, so I will; then, I'll add more (but very little because so little has changed.).

"Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?" Well, it hasn't been any of the previous hoped-for periods for the last twenty years - though there was that time of flirting with hope..." (circa 2021).

MicroVision is a electronics component manufacturer developing, and to some extent selling, elecro-optical units based on a chip-sized oscillating mirror. It is a simple and ingenious design defended by a long list of patents. Currently the greatest public hope for the company are the LiDAR sensors targeted at the autonomous vehicle market. MicroVision's advantage is based on the chip's scalability, the lack of pixel-sized constraints (as compared to LEDs), lower power requirements, and small package.

Before LiDAR, the company targeted short-throw projectors, projectors embedded in smartphones, augmented reality eyewear (see Hololens and more), as well as game controllers, bar code scanners, and orthoscopes. And probably more. The company has always operated under constraints from NDAs, the need to protect competition sensitive product developments, and some exclusive contracts that were ill-suited for the company, in retrospect.

It is easy to imagine that the company wasn't persistent enough in pursuing some of those products as they were first movers in those fields. Now, competition has caught up. Also, corporate hopes pinned on singular products languished if the product or customer failed to deliver. Each CEO also resteers the company to distinguish their era from the previous one. The effect has been for the company to be seen as a tech test bench play shop that is dependent on demos and customers rather than faith in the company's products to lead to financial success.

Forward Looking Statements suggested at least some profits in 2023, but those weren't expected to reach cash-flow positive - yet. (Comment from mid-2024 = Ha!)

As stated above; "Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?"

If it succeeds, its rise may be magnificent, which is one reason to own shares now. My shares are now old enough to have graduated college, worked for a few years, then gone back for a Masters, started a family, had kids, and watch them enter school. How much longer will it take for something positive, significant, and quantifiable to finally happen?

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

DISCLOSURE LTBH since 1999 (though the very first shares are gone). Dilution means that I no longer have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. I doubt I'll buy more because of the rest of my financial situation, and intend to hold until much higher price targets are reached.

(Other commentary and stocks at: trimbathcreative.net
& from my One Company One Story series on YouTube youtu.be )

[tktrimbath] my semi-annual exercise of MVIS INTRO Here's my semi-annual exercise to see if ...

tktrimbath — 12/29/2023 5:00:18 PM

my semi-annual exercise of MVIS

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $0.505B was $0.808B)

It is tempting to simply copy what I wrote at the end of 2022, so I will; then, I'll add more.

"Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?" Well, it hasn't been any of the previous hoped-for periods for the last twenty years - though there was that time of flirting with hope about a year or so again." Make that 'years' ago.

MicroVision is a electronics component manufacturer developing, and to some extent selling, elecro-optical units based on a chip-sized oscillating mirror. It is a simple and ingenious design defended by a long list of patents. Currently the greatest public hope for the company are the LiDAR sensors targeted at the autonomous vehicle market. MicroVision's advantage is based on the chip's scalability, the lack of pixel-sized constraints (as compared to LEDs), lower power requirements, and small package.

Before LiDAR, the company had targeted short-throw projectors, projectors embedded in smartphones, augmented reality eyewear (see Hololens and more), as well as game controllers, bar code scanners, and orthoscopes. And probably more. The company has always operated under constraints from NDAs, the need to protect competition sensitive product developments, and some exclusive contracts that were ill-suited for the company, in retrospect.

It is easy to imagine that the company wasn't persistent enough in pursuing some of those products as they were first movers in those fields. Now, competition has caught up. Also, corporate hopes pinned on singular products languished if the product or customer failed to deliver. Each CEO also resteers the company to distinguish their era from the previous one. The effect has been for the company to be seen as a tech test bench play shop that is dependent on demos and customers rather than faith in the company's products to lead to financial success.

Forward Looking Statements suggested at least some profits in 2023, but those weren't expected to reach cash-flow positive - yet.

As stated above; "Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?"

If it succeeds, its rise may be magnificent, which is one reason to own shares now. My shares are now old enough to have graduated college, worked for a few years, then gone back for a Masters, started a family, had kids, and watch them enter school. How much longer will it take for something positive, significant, and quantifiable to finally happen?

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

DISCLOSURE LTBH since 1999 (though the very first shares are gone). Dilution no longer means that I have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. I doubt I'll buy more because of the rest of my financial situation, and intend to hold until much higher price targets are reached.

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net

& from my One Company One Story series on YouTube

youtu.be )

[tktrimbath] MicroVision MVIS (market cap is $0.808B was $0.390B) It is tempting to simply ...

tktrimbath — 6/30/2023 7:25:05 PM

MicroVision

MVIS (market cap is $0.808B was $0.390B)

It is tempting to simply copy what I wrote at the end of 2022, so I will; then, I'll add more.

"Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer? Well, it hasn't been any of the previous hoped-for periods for the last twenty years - though there was that time of flirting with hope about a year or so again."

First, the basics for folks who aren't familiar with the company.

MicroVision is a company based on the simple yet complicated technology: a mirror on a chip. Oscillate the mirror the right way, shine the right lights the right way, and it is possible to build a pico-projector that can fit inside a smartphone. Oscillate the mirror the right way, let the light strike the right sensors, and it is possible to build sensors that can act like bar-code readers or compact radars. The fact that the mirror is very small means it can be moved very quickly, can be very compact, use less power, and be easier to a customer to integrate into the customer's product.

Great plan. I've liked it for years, decades.

I continue to believe the company and its technology can do to electronic screens what laptops did to desktops and what desktops did to mainframes. Nice idea, but evidently not yet. Currently the company's components are in Microsoft products (ala Hololens), but not financially significant, except in unit price. The current CEO (each seems to advance preferred products and abandon those of their predecessors) is heavily emphasizing the LiDAR components that help vehicles to drive with much less or even no human input. That too, is a potentially large market.

And yet, promising technology has not developed a profitable company - yet. Yet, may, probably, could and all those other Forward-Looking Statement words may clear communication channels of any fault for a lack of success. But maybe the company will finally have news that is positive, significant, and quantifiable. Maybe.

Another copy&paste from the past;

"Great promise. Great risk (so far).

Maybe within the next 6-9 months, or 9-18 months, or longer?"

Supposedly within that time the company is expecting to make approximately $10M-$15M. That will be positive, but not sufficient to make cash flow positive.

The stock market is primed for volatility in MVIS. Hints of news can drive up the price. The stock is heavily shorted, which makes the price twitchy. With no real news as a foundation, the price has had little to sustainably build upon. Considering the technology, the growth potential could create a headline stock, leaving the label of 'meme stock' behind.

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

DISCLOSURE LTBH since 1999 (though the very first shares are gone). Dilution no longer means that I have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. I doubt I'll buy more because of the rest of my financial situation, and intend to hold until much higher price targets are reached.

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net

& from my One Company One Story series on YouTube

youtu.be )

[tktrimbath] MVIS Pops 060923 Edition My latest MVIS blog post. I've been watching and waiti...

tktrimbath — 6/10/2023 2:32:51 PM

MVIS Pops 060923 Edition

My latest MVIS blog post. I've been watching and waiting for "...factual, quantifiable, significant, and hopefully positive..." news; but I couldn't ignore the possibility that we're about to finally get it - or not. What do you think?

BTW
Previously I posted to here, Silicon Investor, reddit, Fool, and even Yahoo if you go back far enough. At least for now I'm posting here and SI to save my sanity. Thanks for being here and being sane.

trimbathcreative.net

[Sultan] SC 13G/A: Schedule filed to report acquisition of beneficial ownership of 5% or ...

Sultan — 2/3/2023 5:28:31 PM

SC 13G/A: Schedule filed to report acquisition of beneficial ownership of 5% or more of a class of equity securities by passive investors and certain institutions

BlackRock

ir.stockpr.com

[tktrimbath] INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I...

tktrimbath — 12/30/2022 4:57:42 PM

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $0.390B was $0.634B)

Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer? Well, it hasn't been any of the previous hoped-for periods for the last twenty years - though there was that time of flirting with hope about a year or so again.

MicroVision is an electronic component designer and manufacturer developing a wide series of applications based on a chip equipped with an oscillating mirror. Shine light on the chip in one direction and it can display an image. Shine it the other way and the chip becomes a sensor. Expand the spectrum and it can send or detect or both send and direct radar images, and probably even more applications.

The easiest application to understand is their ability to create a projector that fits inside a smartphone. There's no limit to the always-in-focus image, though light fall-off happens as the size of the image increases. While such devices have entered the market, none have been successful enough to generate significant income. Recent optimism came from Microsoft's the US Army's use of the chips to generate Augmented Reality images. Microsoft's Hololens allows interactivity with the image, including allow others to interact with other. The Army's application allowed soldiers to see more of what was around them, particularly useful was being able to see outside a tank or through a wall - as long as there were cameras to feed them the image. This may be too early or too little. The remaining large and obvious effort is to develop LiDAR units for autonomous cars or for home security systems.

As stated above, MicroVision has had reason for optimism every year for the last twenty years. Many technical hurdles seem to be cleared. Many products have now been tested in various markets, with other products ready to advance. An optimist can find more than enough to be encouraged. A pessimist can say that they've never succeeded before so they may never do so. MicroVision, and hence MVIS, are largely driven by sentiment rather than by financial reports. Great promise. Great risk (so far).

Maybe within the next 6-9 months, or 9-18 months, or longer?

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

DISCLOSURE LTBH since 1999 (though the very first shares are gone). Dilution no longer means that I have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. I doubt I'll buy more because of the rest of my financial situation, and intend to hold until much higher price targets are reached.

[Sultan] MicroVision's Lidar Solution Supported on NVIDIA DRIVE Autonomous Vehicle Platfo...

Sultan — 9/13/2022 12:05:00 PM

MicroVision's Lidar Solution Supported on NVIDIA DRIVE Autonomous Vehicle Platform

ir.microvision.com

[Sultan] Q2 2022 Results - Earnings Call Transcript seekingalpha.com

Sultan — 7/28/2022 7:50:21 PM

[tktrimbath] Another of my blog posts - One Company One Video – MicroVision I have started a...

tktrimbath — 7/20/2022 2:34:03 PM

Another of my blog posts - One Company One Video – MicroVision

I have started a new YouTube Playlist, starting with MicroVision.

"Every company is a story, so I’ve decided to tell at least my version of those stories, one company at a time.
The first of the stories is about MicroVision, a company which has recently been mis-represented by being too narrowly described (in my opinion)."

trimbathcreative.net

[tktrimbath] A new Google Finance feature? This note pops up over a (flame?) icon beside m...

tktrimbath — 7/19/2022 12:20:25 PM

A new Google Finance feature?

This note pops up over a (flame?) icon beside my Google Finance quote for $MVIS:

This security is a popular search topic on Google.

Short activity? News? Random? Something else happening?

Staying tuned.

[tktrimbath] My mid-year review of MVIS INTRO Here's my semi-annual exercise to see if I rem...

tktrimbath — 6/30/2022 8:07:00 PM

My mid-year review of MVIS

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $0.634B was $0.822B)

Oh, MicroVision; will it be yet again another 6-9 months, or 9-18 months, or longer?

MicroVision is a electronics sub-component manufacturer that is finally getting products to market for significant customers (Microsoft HOLOLENS) after decades of failed attempts. The company's key technology is a mirror-on-a-chip (MEMS) that can be oscillated to capture, produce, or capture and produce images in visible light and adjacent wavelengths. I see them as having the potential to disrupt the laptop market as significantly as the laptop disrupted the CRT market. Ironically, their method of creating an image is similar to the scanning method used in CRTs.

MicroVision should be a case study in business schools. Great potential. Too long gestation. Shifting business targets and markets. Unprofitable despite decades of effort. The company is in possibly its best financial condition, partly thanks to management's response during a recent buyout conjecture, meme status, and short squeeze. This year's focus is LiDAR for autonomous vehicles; but word of displays, home automation, and various NDA work continue.

For even more details, follow my blog's tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

DISCLOSURE LTBH since 1999 (though the very first shares are gone). Dilution no longer means that I have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. I doubt I'll buy more because of the rest of my financial situation, and intend to hold until much higher price targets are reached.

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net )

[Sultan] Earning call Presentation seekingalpha.com

Sultan — 4/28/2022 1:17:20 AM

[Sultan] MicroVision, Inc. (MVIS) CEO Sumit Sharma on Q1 2022 Results - Earnings Call Tra...

Sultan — 4/27/2022 9:39:13 PM

MicroVision, Inc. (MVIS) CEO Sumit Sharma on Q1 2022 Results - Earnings Call Transcript

seekingalpha.com

[Sultan] MicroVision Track Testing—Full Video youtube.com

Sultan — 4/25/2022 7:18:38 PM

[Sultan] 13G - Blackrock ir.stockpr.com

Sultan — 2/4/2022 4:48:53 PM

[rdkflorida2] Traded it myself. I'm just watching for now. GLTU going forward. RDK

rdkflorida2 — 1/24/2022 12:13:49 PM

[PJr] That actually wouldn't be so bad. I like their IP portfolio so I'll likely buy ...

PJr — 1/24/2022 12:11:38 PM

That actually wouldn't be so bad. I like their IP portfolio so I'll likely buy some at some point but I'm still waiting a bit to pull the trigger since I expect it to drop a little further. If they decide to hang it up, they've got value in their intellectual property that a lot of companies would love to own. I don't know if they have a cash problem or not. Their CEO as recently as this week says they've got sufficient cash to last this year and into next. They have no debt. It definitely belongs in the speculative wing of the portfolio. It's always fun to have two or three of those for entertainment. I flipped it several times this past summer when their share price was going wild. Without their IP, I wouldn't be looking at it.

Pass me the dice. C'mon seven. Baby needs new shoes!! <G>

PJr

[rdkflorida2] Other than a dead cat bounce/relief rally MVIS looks to drop below a $1.00, IMHO...

rdkflorida2 — 1/24/2022 10:11:36 AM

Other than a dead cat bounce/relief rally MVIS looks to drop below a $1.00, IMHO. Then a R/S. BWDIK.

[rdkflorida2] Cash problems. Either iHUB or StockTwits. Try a Google search. I am not a fan...

rdkflorida2 — 1/20/2022 4:25:39 PM

Cash problems. Either iHUB or StockTwits. Try a Google search. I am not a fan of the stock at this time. Maybe a relief rally for a trade. GLTU. RDK

[PJr] I am thinking about taking a position in MVIS at these levels also. Do you care...

PJr — 1/20/2022 10:15:02 AM

I am thinking about taking a position in MVIS at these levels also. Do you care to share the disturbing info or do you have a link to the news so I can factor it into my decision? TIA

PJr

[rdkflorida2] I've read some "disturbing" info about MVIS. "IF" true the PPS is going to cont...

rdkflorida2 — 1/19/2022 1:26:54 PM

I've read some "disturbing" info about MVIS. "IF" true the PPS is going to continue to plunge. I was going to buy recently but am now back on hold. TWT. RDK

[tktrimbath] Anecdotal interest in MVIS - I just posted my "Popular Posts in 2021" post for m...

tktrimbath — 1/1/2022 1:09:22 PM

Anecdotal interest in MVIS - I just posted my "Popular Posts in 2021" post for my main blog. The great majority of the popular posts were about MVIS. I write about personal finance, other stocks, frugality, community, innovations and inventions - and none come close to the amount of traffic MVIS generates. The top three referrers in order were Reddit, Twitter, Facebook. Filling in the next gap were Stocktwits, Silicon Investor, and Motley Fool. And, it wasn't just 2021 and 'meme' stocks, which I also wrote about. Every year has been similar, though 2021 was very much about MVIS. As for 2022? Well, we were waiting for "next year". Hopefully 2022 is it (and we're not treating "next year" like the fact that tomorrow never comes.)

https://trimbathcreative.net/2022/01/01/popular-posts-in-2021/

[tktrimbath] My End of Year Synopsis (Ha!) of MVIS INTRO Here's my semi-annual exercise to s...

tktrimbath — 12/31/2021 8:26:37 PM

My End of Year Synopsis (Ha!) of MVIS

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $0.822B was $2.65B)

MicroVision is a manufacturer of electronic subcomponents based on the technology inherent in a MEMS (Micro-Electro-Mechanical-System) mirror on a chip. By properly employing the chip it is possible to develop a range of applications because light impinging on the mirror can become a projector, or a sensor, or both. Currently the primary commercial product in production is incorporated into Microsoft's Hololens augmented reality headset. The primary product in development is a miniaturized LiDAR sensor that enables autonomous vehicles to 'see' the world around them. Other projector applications include those for entertainment, various interactive products (like smart speakers that include a visual interface projected on nearby surfaces), as well as projectors embedded in smartphones - which have already been made commercially available, but did not gain wide adoption. The other sensor applications include smarthome sensors, as well as industrial robot applications.

As I wrote in a recent blog post, "I’ve seen the technology advances from punch cards to keyboards, from mainframes to mini-computers to PCs to laptops, from reading printers to CRTs to LCDs/LEDs and saw the natural progression from fragile flat panels to virtual imaging."

Despite being labeled a 'meme stock', the company has been working on these technologies since the mid-90s. The good news is that most of the elements of the business have continued to develop. The not-so-good news is that the same is true for the competitors to the point that MicroVision's early mover advantage has been dramatically shrunk. The other not-so-good news is that, despite that many years of effort and continual impressive potential, the company has yet to demonstrate sustainable business results.

Thanks to the company's meme status, management was able to generate sufficient funds to allow independent expansion - eliminating the need for buyouts. There is good reason to believe that Microsoft's Hololens may provide growing revenues for MicroVision, that the LiDAR business may become profitable soon enough, and that the other applications can generate significant revenues, as well.

For many years I've effectively wondered if each semi-annual synopsis will precede the company's breakthrough moment, or its demise. The company's position in terms of cash, technology, market, customer, product, and public awareness have rarely if ever been this positive. And yet, history suggests caution.

As if this 'synopsis' wasn't long enough, here's a recent and longer blog post with more details. My MVIS Dream as of December 15 2021 trimbathcreative.net

For even more details, follow the tags for MicroVision and MVIS, which reach back a decade.

trimbathcreative.net

trimbathcreative.net

DISCLOSURE LTBH since 1999 (though the very first shares are gone). My patience has been revitalized thanks to the rocket-like rise from $0.15. Dilution no longer means that I have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. I doubt I'll buy more because of the rest of my financial situation, and intend to hold until much higher price targets are reached.

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net )

[threedrives] Russell helper The next full Moon is a near-total lunar eclipse, the Beaver, F...

threedrives — 11/18/2021 3:08:33 PM

Russell helper

The next full Moon is a near-total lunar eclipse, the Beaver, Frost/Frosty, or Snow Moon; Kartik Purnima, the full Moon of the Festivals of Karthika Deepam, Karthikai Vilakkidu, Thrikarthika, Loi Krathong, Bon Om Touk, and Tazaungdaing; and Ill (or Il) Poya.The next full Moon will be early on Friday morning, Nov. 19, 2021, appearing opposite the Sun (in Earth-based longitude) at 3:58 a.m. EST. While this will be on Friday for much of the Earth, it will be Thursday night from Alaska's time zone westward to the International Date Line in the Pacific Ocean. The Moon will appear full for about three days around this time, from Wednesday night through Saturday morning.

[rdkflorida2] Thanks. I am going to wait a bit longer. Maybe a better entry in the future. ...

rdkflorida2 — 10/18/2021 12:36:03 PM

Thanks. I am going to wait a bit longer. Maybe a better entry in the future. TWT.

[tktrimbath] LTBH since 2000 Encouraged by the spike earlier 2021 Thought the stock was getti...

tktrimbath — 10/18/2021 11:13:39 AM

LTBH since 2000
Encouraged by the spike earlier 2021
Thought the stock was getting ahead of the company
Thanks to the spike, the company's cash position encourages me that they have much better chances of making it to independent profitability.
Very weary from waiting, though.

[rdkflorida2] I traded MVIS several times from as low as .45 to $10. Missed the big move to $...

rdkflorida2 — 10/18/2021 10:44:36 AM

I traded MVIS several times from as low as .45 to $10. Missed the big move to $28. Right now I am looking at $6.00 for support. All comments and thoughts appreciated. TIA.

[tktrimbath] ICYMI I only cross post some of my blog posts here, but this post has only been...

tktrimbath — 10/10/2021 10:38:15 PM

ICYMI

I only cross post some of my blog posts here, but this post has only been up for 4 days and it is already the top post on my blog for the last twelve months.

I think I struck a chord. (With help from @TechInvestorSMR on Twitter, and the $MVIS reddit crowd.)

Trust Your Self
trimbathcreative.net

[Sultan] [X] $MVIS - Read my experience with @MicroVision CEO Sumit Sharma here:https://...

Sultan — 9/12/2021 1:42:54 PM

[X]

$MVIS - Read my experience with @MicroVision CEO Sumit Sharma here:https://t.co/6XiaLWFVB0 #IAA21 #IAAMobility pic.twitter.com/Xvw9ds3WzT
— s2upid (@Tasslehoff) September 9, 2021

[/X]

[tktrimbath] This slight surge is brought to you by... Me having to sell some shares to pay s...

tktrimbath — 8/23/2021 11:52:11 AM

This slight surge is brought to you by...
Me having to sell some shares to pay some bills.
That's how some sales happen.
Hate having to do it.
The proverbial 'tomorrow' and 'some time soon' is taking too long, at least for me.

[Sultan] MicroVision's (MVIS) CEO Sumit Sharma on Q2 2021 Results - Earnings Call Transcr...

Sultan — 8/4/2021 9:02:49 PM

MicroVision's (MVIS) CEO Sumit Sharma on Q2 2021 Results - Earnings Call Transcript

seekingalpha.com

[tktrimbath] I hope that is right, and more so. Amplify that with some better news and there...

tktrimbath — 7/22/2021 12:06:50 PM

I hope that is right, and more so.

Amplify that with some better news and there's a good chance of great celebrations.

[Sultan] Microvision Inc forms bullish "Continuation Wedge" chart pattern site.recognia...

Sultan — 7/22/2021 2:00:18 AM

Microvision Inc forms bullish "Continuation Wedge" chart pattern

site.recognia.com

[tktrimbath] July Expectations Hi, Only 19 trading days in July. (I think I got that right....

tktrimbath — 7/5/2021 6:45:00 PM

July Expectations

Hi,

Only 19 trading days in July. (I think I got that right.) Good news and significant price improvements will be appreciated. My guess for July news seems to be, in order of probability (but certainly not certainty):
buyout news
product development news
revenue projections (analyst)
updated guidance (company)

What else should be on the list?

[tktrimbath] My mid-year review of MVIS - to be cross-posted, blog going live soon INTRO Her...

tktrimbath — 6/30/2021 7:50:31 PM

My mid-year review of MVIS - to be cross-posted, blog going live soon

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

MicroVision

MVIS (market cap is $2.65B was $0.788B)

MicroVision has finally hit the headlines, which are frequently wrong or incomplete, which means this description might be more useful than usual.

MicroVision is an electronic component company with a range of products based on a simple idea: a chip that includes an oscillating mirror. By oscillating the mirror and properly directing the light the component can be a sensor or a projector or both. Its current high-profile applications are for augmented reality (Microsoft's Hololens, most likely; and IVAS probably), LiDAR (basically radar for driverless vehicles, industrial applications, and consumer uses like automated home security systems), interactive displays (adding interactive video to audio-only smart speakers like Alexa, etc.), and small dedicated displays (like ViewSmart's smartphone with an embedded display). None of the products are as new as the news may suggest. The company has been working on such products and variations for over twenty years. They may have finally made sufficient progress for the market and the rest of the components to have matured enough to produce commercially viable products.

The company's products are considered valuable enough, and the long-term struggle damaged the company's finances severely enough that the company began talking to other companies about mergers and acquisitions. Suggestions are that those talks are making progress, though no details, including timing, have been more than suggestions.

While the company's products and finances progress, the stock has attracted a large cadre of independent investors who see MVIS as an opportunity to profit from short sellers. (One measure of crowd size is the reddit community growing from ~1,000 to over 40,000 users in about a year.) Such investors have shown some success in affecting other stocks (GME, AMC, as I recall). In the first half of 2021, MVIS' share price increased $221%. At one time the increase was over 10,000% in under two years because the share price hit a low at $0.15.

The fact that there are three developments developing simultaneously (products, merger/acquisition, shorts v longs) means trying to fully understand the company's development quickly becomes a lesson in multi-dimensional game theory (or at least something so complex that I don't want to wade through all of the scenarios in my spare time.) The products are estimated to be worth billions of dollars, depending on product acceptance, market capture, and timing. Buyouts typically are decided by finding a buyout package that benefits 51% of the vote, which is not the same as 51% of the shareholders; and can be disassociated from the company's value. Attacks on the short sellers can be independent of the company's value, success, or promise. And then there are factions within each of these possibilities. One measure is relatively easy to understand: in April 2020 MVIS was trading at $0.15. Now, estimates are frequently expecting more than 200 times that, some as high as hundreds of dollars per share. In the meantime the stock is high risk because the products haven't generated substantial revenue, no buyout details have been released, and the short attackers have yet to launch a coordinated and successful assault. Good news is highly anticipated, but until it arrives the stock remains a speculation. Good luck figuring this one out.

At least the company was smart enough to raise sufficient capital to can sustain operations much more confidently that they could for the previous several years.

DISCLOSURE LTBH since 1999 (though the very first shares are gone). My patience has been revitalized thanks to the rocket-like rise from $0.15. Dilution no longer means that I have more than enough if the company finally succeeds and the stock reaches the heights I think are possible. I doubt I'll buy more at these prices, and have shed some shares as bills must be paid.

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net )