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ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5009 posts

re: LiDAR stocks
Well the company is backed by Peter Thiel and was probably just running on IPO hype for a couple days. It's coming back down to reality.

They aren't actually mass producing any products right now. None of these companies are, at least for solid state LiDAR. For 2019 Luminar had revenue of $12.6 million and a net loss of $94.7 million.

These companies are still several years away from legit revenues.


ks_nola
New Orleans Saints Fan
WD
Member since Sep 2015
102 posts

re: LiDAR stocks
Not convinced MVIS is truly in buyout negotiations. CEO said the company is for sale and that some players were doing their own DD. Haven't heard of an actual offer which would then lead to negotiations. However I'm hoping for the best since I've been sitting on 2k shares with a $1.05 avg.


el Gaucho
Southern Fan
bawcomville
Member since Dec 2010
43109 posts

re: LiDAR stocks
Lazr was a bad bet for me lol



ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5009 posts

re: LiDAR stocks
It feels like this will all start with a strategic investor/minority stake, maybe in the next 60-90 days, especially with the way LiDAR is being hyped right now. I could see Ford maybe jumping in here to snag a piece to go along with their VLDR stake.

Also note that the 9 year monthly resistance trendline was broken last month. I'm fully expecting this to retest $3.45 in the very near future.

If someone does seriously want to buy the entire company, I don't see Microvision letting it go for anything less than $1b or about $7/share. There is simply too much potential with their tech/IP.

Good luck!


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Jag_Warrior
Virginia Fan
Virginia
Member since May 2015
2022 posts

re: LiDAR stocks
INNOVIZ CEO, Omar Keilaf, is on CNBC right now talking about his company’s prospects and the future of this sector.


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10
Jag_Warrior
Virginia Fan
Virginia
Member since May 2015
2022 posts

re: LiDAR stocks
quote:

Lazr was a bad bet for me lo


Where did you buy in?

I’m sitting on 12/18 30 strike short puts. Pretty dramatic downdraft this week.


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00
turkish
Member since Aug 2016
254 posts
 Online 

re: LiDAR stocks
Cuz o’ this guy. Smdh


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oneg8rh8r
LSU Fan
Port Ludlow, WA
Member since Dec 2003
1964 posts

re: LiDAR stocks
People taking gains.

I've got a couple of thousand shares and paid $18.51.

QS got in at about $15.

Both of these were up HUGE, but have pulled back. I think LAZR is the technology of the future, not simply one of makers, but rather the system that will be in MOST cars. This is a long play for me.

LCA is another one we own, meeting on the 18th, thinking this will be bigger than DKNG.


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

re: LiDAR stocks
IPV sub $13


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5009 posts

re: LiDAR stocks
MVIS


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Jag_Warrior
Virginia Fan
Virginia
Member since May 2015
2022 posts

re: LiDAR stocks
quote:

Shares drop more than 17% for fifth consecutive decline after hot start on the public markets

Luminar Technologies Inc. stock dropped more than 17% on Tuesday, extending its losing streak to a fifth consecutive session, as word that Mobileye plans to make its own lidar sensors reached investors.


BehindtheWoodshed
USA Fan
Louisiana
Member since Sep 2007
2190 posts

re: LiDAR stocks
I got in at 2.69 after your initial post. Today was a damn fine day! You the man!


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30
Zilla
LSU Fan
Member since Jul 2005
10481 posts

re: LiDAR stocks
stay away from MVIS...just search this board....same song and dance for 2 decades...meanwhile bagholders have been diluted to sh*t...


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5009 posts

re: LiDAR stocks
I would agree with you if they hadn't announced they were looking to sell the company. But they are, and the tech/IP can't be denied. The LiDAR sector is simply too hot right now and will play a huge roll in EV market.

Mobileye news (bad for LAZR)

This is now all about who can make the smallest, cheapest, best performing sensor. MVIS' IP/tech is a legit contender and it's still being underpriced based on LAZR, VLDR, CGRO, and IPV valuations.

MVIS Press Release

And can we talk about the monthly chart!? It broke a 9 year resistance trend last month! Sure, it might retrace at this 4.20 level, but if the volume keeps coming or they drop news, then it has a chance to go rocket mode.

Image: https://charts.stocktwits.com/production/original_264621428.PNG


ks_nola
New Orleans Saints Fan
WD
Member since Sep 2015
102 posts

re: LiDAR stocks
Yes the Lidar market is hot and MVIS has legit tech hopefully its not just another pump. depending on when you got in I think its worth the risk. If any decent PR drops or more FORD rumors circular this thing will jump another 30-50%. I sold enough shares yesterday at $4.22 to cover my initial investment but I bought in at $1.06


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5009 posts

re: LiDAR stocks
I’ve been in and out of MVIS over the years but I still have a decent core just under $2. I don’t plan on selling any shares again until this clears $5.

I am now looking to build a bigger position in IPV/AEVA though.


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10
Jag_Warrior
Virginia Fan
Virginia
Member since May 2015
2022 posts

re: LiDAR stocks
The bleeding and beating of LAZR finally let up today.

A combination of two releases from this afternoon:

quote:

Luminar Technologies (LAZR) was up more than 9% after the company and Intel (INTC) unit MobilEye said they are affirming their previously announced deal to collaborate on assisted driving technology.


quote:

Luminar Technologies shares are trading higher after Northland Capital Markets upgraded the stock from Market Perform to Outperform.

-Analyst Actions: Northland Upgrades Luminar Technologies to Outperform From Market Perform, Keeps $41 Price Target



DawgCountry
Kennesaw St. Fan
Great State of GA
Member since Sep 2012
27332 posts

re: LiDAR stocks
MVIS killin it again. that 1.39 entry


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5009 posts

re: LiDAR stocks
There's the move I was waiting on!

Image: https://i.imgur.com/1QSjvE4.png


BehindtheWoodshed
USA Fan
Louisiana
Member since Sep 2007
2190 posts

re: LiDAR stocks
I’m new to this. Really new. Break that graphic down for me if you would.


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