So are we saying that customers will all be going to Sony because they are the cheapest avenue? Does that shed light on the great deal we cut them? Is that the reason for the pps drop? Is it clear to you that Tokman has put a lid on our market at this point? I do think that is the main reason the pps is tanking, because others see this the same as you.
You need a little history. He traded this stock to death and made good money. He is now long, but hasn't changed his mind about the management. Many of us have done that over the years and the longs that have held are bitter over the traders success. We had our shots but held believing in management updates and such. The tech can not be denied, it will be successful somewhere by someone, hopefully us. You will see several posters unhappy with the way this company has been handled, don't let it get to you. Keep your eye on the prize, shouldn't be long now.
Not looking to argue, but if that were the case, why would the F500 be doing business with MVIS when it would be in their best interest to go to Sony?
If the consensus among most investors here is correct and this was really, really good news, it must be that Tokman is really, really bad at delivering good news. We seem to be having the usual dump after his updates. I always said we should spend a little money on a PR firm just make sure we get the arrow on the target. There shouldn't be questions like the ones I read hear after a CC. I had some myself and was labeled as stupid, but the pps yesterday and today seems to be stupid as well. Good news is costing us too much money. Haven't seen any upgrades since the cc, or articles on blogs reflecting the best cc is company history yet. Not doubting anybody, just sayin'.
That was exactly my point group. I saw that yesterday and posted it as a concern and was looking for the numbers today to see if my concerns were warranted. I don't know all the terms of the deals he is putting together, but just looking at it from a retail investor standpoint, it looks close to what I thought. Hope I am wrong and the next order puts more solid footing under us. All you have to do is post something that requires some thinking on the part of the pom pom wavers here and all heii breaks loose.
On the surface this business model works a lot like the ShowX business model. You remember, sell them at a $200 loss per unit, but make it up on volume. Remember jackazz.
First of all I think things look brighter than they have ever looked. If we get to $4 I will celebrate because that is my even point. But as for setting the bar at $1.90 instead of the $5 we were so confident in a point of concern. Why would anyone pay more? I was convinced of the multiple engine manufacturers long before today and applaud the volume increase we are capable of. I am looking for more OEM's soon and hope for better numbers. If we get to 40% as stated today I will be more than thrilled, but stand unconvinced as I look at the numbers quoted today. We are here when I gave us better than even chances of BK, so I give him credit for that in addition to Sony. I was satisfied with the call today and think it was one of the best, although the rest weren't hard to beat. I will stay long for quite awhile and watch as the traders have their way with Tokman until we get institutional money to put a lid on them.
That I said in a post here that I was afraid that Tokman sold the company to Sony for $8M and I got hammered for it. After reviewing the numbers here today I have to think that we haven't signed any other OEM's because they can get a better deal from Sony than they can from Tokman. It looks as if the benchmark has been set in the $2 range and I can't see anyone paying more, why would they? I have doubted Tokman's ability here and I now find it very uncomfortable looking at todays numbers. More questions than answers, again, after a CC. The $5 we were looking for seems to be a far reach at this point. Have at it guys.
Numbers are an improvement, but not by much and leave a lot to be desired. I am referring to the fact that the ramp seems to be under way and there are lasers. We need the F500 almost a badly as we needed Sony. We need somebody in the smartphone arena to throw the first brick. Margins will improve if we get the volume side going. JMHO.