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ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

LiDAR stocks
This space is really starting to heat up. Keep a close eye on these:

LAZR - Luminar
Based out of Austin, these guys just went public via SPAC and quickly doubled in share price last week, valued at $8B+. They have all the buzz right now and carry the first mover advantage among this new breed of LiDAR tech companies.

IPV - Aeva (Going public via this SPAC in Q12021)
Valued at $2B+ and run by 2 former Apple guys. I think this could be the best long term play vs the others because they are also focusing on developing and moving their LiDAR tech to mobile devices.

MVIS - MicroVision
I think this is the best short term play because they are 7 months into buyout negotiations and claim to have LiDAR tech that will best everyone. Mass production-ready sample set to be released in 4 months. They also recently added a new board of directors member with previous ties to Ford.


cgrand
New Orleans Pelicans Fan
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Member since Oct 2009
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re: LiDAR stocks
great info man appreciate you sharing the research.
do you have the SPAC ticker on the second one?
This post was edited on 12/6 at 10:45 am


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

re: LiDAR stocks


IPV is the SPAC for the Aeva merger.

Also look at Innoviz Technologies Ltd, they are rumored to be going public via SPAC as well, that one is CGRO.


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PillPusher
New Orleans Pelicans Fan
Gulf Coast
Member since Oct 2009
3990 posts

re: LiDAR stocks
I listened to Lex Fridman, MIT machine learning scientist, talk about LIDAR and I came away from his talk with the impression that cameras would be the future of EVs and that they were potentially much safer and accurate for self driving cars. This is just a total FYI here. I’m not saying these stocks can’t take off but he seemed to believe the Tesla and Google model of cameras would ultimately win out. A laser pointed out the side of the car only told you something was there. It could be roadkill that there is no need to slow down for or it could be a child where the car would need to break immediately. Only a camera could show you that.


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

re: LiDAR stocks
Check out this Luminar patent:

United States Patent Application 20200300982 LaChapelle; Joseph September 24, 2020
COMBINING LIDAR AND CAMERA DATA


jangalang
West Virginia Fan
Member since Dec 2014
17876 posts

re: LiDAR stocks
I don’t trust the technology and won’t until others use it a couple years to test drive it. I have no reservations against holding LAZR stock though.


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turkish
Member since Aug 2016
246 posts

re: LiDAR stocks
If one is high on the future of this industry, is it a bad idea to buy a little of several of the players?


castorinho
Oklahoma Fan
13623 posts
Member since Nov 2010
73449 posts

re: LiDAR stocks
quote:

f one is high on the future of this industry, is it a bad idea to buy a little of several of the players?
generally speaking, as I don't know the specifics here, no it is not a bad idea. It typically limits your upside and downside, however.


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cgrand
New Orleans Pelicans Fan
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Member since Oct 2009
25158 posts
 Online 

re: LiDAR stocks
quote:

LAZR - Luminar

+32% today


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

re: LiDAR stocks
LiDAR is staying hot.

LAZR +34%
VLDR +22%
IPV +12%
CGRO +9%
MVIS +0%

The IPV ticker will eventually change to AEVA. I think this one could pull a LAZR type of move once the merger is finalized.

Aeva is using a unique approach to LiDAR(FMCW) that offers unique advantages over the competition. Plus like I said, other consumer applications are being targeted for their 4D LiDAR on Chip technology.

Image: https://i.imgur.com/PkCqRYg.png


They are currently engaged with 30 companies, investors include Porsche and Audi, and they already have strategic partners in place for 2024 production.

The ties to Apple won't hurt either.


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ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

re: LiDAR stocks
The LiDAR race is just starting so it's hard to tell who will come out on top. Grabbing a piece of several is probably the best way to play it.


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ReadyPlayer1
LSU Fan
Member since Oct 2020
119 posts

re: LiDAR stocks
I like IPV the best for 2 reasons. Apple guys and they want to use it for any tech possible that might need it. Not just cars or phones.

Not that Apple makes them the best. The younger investors love their brand names. Seems like they throw company fundamentals out the window. Fine with me, I'll take the hot ride and get out when it tanks, if it does.


reds on reds on reds
Mandeville
Member since Sep 2013
3127 posts

re: LiDAR stocks
Started a decent position in IPV today. Just realized I sold GMHI (LAZR) @ $11.30/share in september.. damnit


ReadyPlayer1
LSU Fan
Member since Oct 2020
119 posts

re: LiDAR stocks
I passed on pre/qs ( forgot the ticker) when it was at 14 or so. Thought they were overselling what they really have.

Wish I had enough money to spread out on all the spacs I like when they are at $10. I feel like most don't go below that.
This post was edited on 12/9 at 12:51 am


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Auburn1968
Auburn Fan
NYC
Member since Mar 2019
4901 posts
 Online 

re: LiDAR stocks
Exciting wave of the future stuff. I've done a bunch of motion tracking in the past. There are some very tricky things in getting a good track, and doing so in real time with life and death in the bargain is awe inspiring.

Hard to know who the winner will be in this still infant industry.


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

re: LiDAR stocks
Lidar startup Innoviz goes public via $1.4 billion SPAC merger

quote:

Israeli lidar startup Innoviz Technologies today announced that it will become publicly listed through a special-purpose acquisition company (SPAC) merger, where a “blank check” shell corporation — Collective Growth Corporation — will take it public without going through the traditional IPO process. Innoviz says the cash-and-stock transaction values it at $1.4 billion, and it’s expected to be listed on the Nasdaq under the ticker symbol “INVZ.”




Venturebeat.com


jimjackandjose
Member since Jun 2011
4577 posts

re: LiDAR stocks
What spac?


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

re: LiDAR stocks
CGRO will become INVZ


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10
ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
4989 posts

re: LiDAR stocks
All these startup LiDAR companies now have billion+ dollar valuations attached. All except for Microvision, who is still trading under $3/share ($400m market cap) while in the middle of buyout negotiations.

Their MEMS scanning mirror technology also powers augmented reality displays like Microsoft's Hololens 2 and the US Army's IVAS.

Image: https://www.janes.com/images/default-source/news-images/fg_3829980-jdw-9418.jpg?sfvrsn=d4466585_2 width=500


They offer 20m data cloud points per second in their LiDAR sensor being released in April, which appears to be more than LAZR's(estimated closer to 10 million).

Image: https://static2.seekingalpha.com/uploads/2020/9/47545695_16002887225093_rId157.png width=600


There are several options to play the LiDAR sector right now, but again, I just think MVIS is easily the best value for your investment dollars.


Jag_Warrior
Virginia Fan
Virginia
Member since May 2015
2009 posts
 Online 

re: LiDAR stocks
Any opinion on why LAZR has taken a butt whipping over the past few days?


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