Best news I've seen here in the last few months. Real shareholder support about to happen in my opinion. They have enough confidence in what's about to happen to tell the story. I haven't heard them say anything since Oppeheimer, a long time ago. More confidence in a good second half. Get some tute interest and ease some of the wild action we have seen here on the short side.
That Lenovo shot was louder than we think. Everybody has been working on this for sometime now and the big bucks will start to show themselves soon. It's about time MVIS started acting like a real company. It is going to be a really good time for longs.
Most interesting. Funny how the Tokman admirers and critics all find themselves invested together due to Sony and the job management has done. On one side, the money makers who have figured Tokman out early and on. The other side, the suffering longs who held shares believing in the tech and the company's eventual success. The frustration the longs have experienced at the hands of the traders is understandable and the contempt of management is warranted when viewing the history of Tokman at the helm. Not hard to defend ones position either long or trading and enough powder to continue these arguments for an eternity.
My take has always been that Tokman did what he had to do to keep the company afloat and somehow get the tech to maturity. It is my fault that I invested heavily on his 2010 comments and have suffered big losses. I always felt that a CEO should know his product and the tech to bring it to market. I averaged down and own more shares than I ever intended, but not unhappy with the position I hold. Sony was the reason and the time to load up.
Regardless of ones opinion of this management, the facts are that we are in the best position of our company's history and about to make a huge impression on the market in general. The Sony deal was a Hail Mary for a limited ability CEO and until the whole picture plays out my opinion won't change. I still don't trust him, and won't until I see revenue and pps appreciation for us shareholders. He has taken good care of himself with my shares and continues to fill his pockets. The story has more chapters to read and the final one won't be written for awhile yet. My concern is that he made this company far too cheap and a cheap buyout is always hanging over this until we see $20, then I can begin to relax and evaluate management again. Don't have any time now for the arguments that seem to go on and on basically plowing old ground. We are all here to make money. Some seem better at it than others.
When you say See ya, every day, try to stay away until somethin worth while happens. You are a constant pain in the rear end with your stupid quips. You contribute nothing here.
I've been thinking that for 6 years now and I have based most of it on Tokmans word, ugh. When I see money changing hands I will know for sure. Tokman's smiles are a long way off of cash changing hands. F500, F100, F1000, I don't care, I want to see contracts signed and guidance given. For all I know good news next week will be followed by dilution again just to take the steam out of us.
Good move Dsaur. Patents are the key and everybody is going to want to control them so I am still concerned at our market cap. Don't want to wake up some morning to find we have an unwanted guest holding shares. I have myself positioned so that a $40 buyout would make me happy for the rest of my life. This company is far too cheap at this transitional development period. Too much going on and too quiet for me. NDA's are OK, but promote the damned company. I think your thesis is right on by the way. I am expecting surprises as we move forward as I feel there are a lot of players who want to get to market quickly. Lenovo fired a shot that was loud and clear that said MOVE YOUR BUTTS, TIME IS RUNNING OUT.
That is why I use Morningstar. I see July dates listed, so I think they are right up to date. Encouraging to see the increase there. I think they are accurate.
Replacing "First and Goal" and "No gating issues", and "Shipping to the first of three", with "Pigs at the trough" and "they are smiling" as they issues themselves shares. What I want to know is when we will see products introduced by names we know that will validate our tech and allow us to take our place in the tech arena. Things are going so well this year that nobody can give me a timeline, or volume production numbers or companies using our tech. I have to rely on the same Tokman quips that I thought I understood six years ago and they still mean the same thing. Do we have to wait another six years for production numbers to be where OEM's need them? Does smiling mean we are closer than we were at first and goal? I am certain that we will know something soon. Just what, I'm not sure. I was looking for an order that would indicate the F500 would have a product in the second half, but I haven't seen anything yet so I remain concerned. I am more satisfied that Sony will deliver by Christmas as they have to start to generate revenue for themselves. As far as the HUD posts I've read recently, I have my doubts as to our ability to sell our tech as we are thin in the sales area and it will only happen if someone with a large sales team takes up the banner for us. Congrats to Cellulon, they are the first with the bolls to get in the game and I hope it was Sony or Sammy that helped them for their own plans going forward. I will catch some heii from the crowd, but I was hoping the ASM would produce something other than, they were smiling.
Well that is the way the game is played and unfortunately companies like this are easy money for them. The lack of support by management and the fact that they are news locked allows them to be the silent partner that these short artists look for. Institutional ownershipis the best way to counter these short artists. MVIS has made no attempt to increase that portion of our investment community. Not that we don't have the news to do it mind you, they just don't really know how to play the game. Granted they are a small staff with almost no analyst coverage and the customers won't throw our name out there either as secrets are the order of the day in this arena. Sooo, without analyst, without customer support, without PR's, we rely on smiles. When a new product hits the street with a name like Sony, most folks will want to buy Sony as their pps has done well and they will be presenting a new tech. How many will dig deep to find MVIS is at the core of this tech I don't know. I know we won't see "Image by PicoP" as we were led to believe so I'm not sure how long it is going to take to get rid of these 100 share lots. We may be sitting here next year at $3 or $4 wondering when will we get noticed. I'm sure increasing revenues will prop us up so I don't think the above will be in play, but my point is, that this may still be a very slow go at the pace we are moving. Tokman is afraid to reveal too much and he hasn't given us a dam thing in reality. We all have to guess at what the business is and where it is going and how fast. Ten years seems to me to be enough time to learn this game.
THis has nothing to do with weak hands, this execution is brutal. Peer Review, loss of half of big pharma partnership, RS and shelf offerings, and no data to boost our pps or put in a floor. Nothing by Dr. Kim buying shares to calm investors. He just doesn't get it. He may be a great scientist, but the rest of the equation is terrible, although Bernie will tell you everything is fine.
Usual MVIS trust me nonsense. Won't know until we get a component order. Tokman said, Tokman said is our usual info. We need something solid. Cellulon is great with no advertising and still not available in big boxes yet. I want a name and a product I can go to the mall and see for myself. I want to see PIcop in use by consumers. I have all the Tokman says I need right now and when Q2 cc arrives I will listen and have as many questions as I will have answers, and I will be looking at quotes from CC's in 2013 and 2014 as validation of something or other. Shareholders deserve a break. INvesting on Tokman says, hasn't been real good the past ten years.
Without Institutional ownership we aren't going anywhere. I thought that was one of the reasons for the RS, a better class of investor. I have watched others in our arena and they are doing a much better job of attracting Institutional investors than Dr. Kim. His stated goal was partnerships, institutional investors and Dwarfing. How can a CEO be so far off the course he publicly stated? Hoping the news blackout is a positive,because our competition is eating our lunch.
That's the beauty of this, nobody knows. That is why the pps stays where it is, it's a secret. They theory is that someday someone will tell.. Don't hold your hand on your butt waiting. Sony is the only name we know who is using and producing our tech, but it could be many. We own the space due to our patent position, but you have to have the money to protect them. Hopefully, everyone who wants to use this great tech will just sign a royalty agreement or licensing deal and go to market and everybody will be happy. You won't know until the money starts to flow.
This company in the hands of retail investors can't possibly hold any substantial gains. News has been too good and the pps languishes. Without a concentrated effort by management to attract Institutions and get our story out any gains will be short lived. Yes, we have had a good year so far, but we should be much higher. With Institutional holdings at their present level, Slumpy wins every darn day. Patent value increases every month, revenues are starting to flow, products are being introduced and we sit at $3. They have taken a lot of our shares for themselves, so it doesn't look like a priority as they are going to make it any way you cut it, but it is time for Tokman to step up and hit the big players and let them see the story. NDA's are killing retail. He has got to make an effort to get this over $5.
Waited for five years for the 787 and holding six years here. The only difference is that you got decent updates from BA. Incy did the same, $14 bucks four years ago, $110 now, but with steady info for shareholders. This is far from shareholder friendly and the quotes I used are an example of a CEO telling half truths to investors. I have averaged down on the info and dips provided, but it isn't from MVIS keeping shareholders informed, it is from my own DD and dot connecting. I do believe Tokman will be gone in due time. This company is too cheap to ignore.
They should have to explain. Where else can we get information? Their mail box should be full every day with questions about where we are and what we are doing and who with, not mention production numbers and the like. How do you make good investment decisions without knowledge? Been here a long time and still have to depend on other posters for real clues. Trying to keep the pumpers separated from the investigators. Keep her busy.