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ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5020 posts

re: LiDAR stocks
CNBC: GM’s Cruise founder expects consolidation for makers of lidar self-driving vehicle sensors

quote:

In a series of tweets, Cruise President Kyle Vogt said recent valuations of lidar firms that have cut deals to go public with SPACs are overvalued.

Vogt is former CEO and co-founder of Cruise, General Motors’ majority-owned autonomous vehicle subsidiary.

He specifically named lidar companies AEVA, Innoviz, Ouster, Velodyne Lidar and Luminar Technologies, all of which have announced SPAC deals.


AncientTiger
LSU Fan
Mississippi- Louisiana - Destin
Member since Sep 2016
987 posts

re: LiDAR stocks
quote:

He specifically named lidar companies AEVA, Innoviz, Ouster, Velodyne Lidar and Luminar Technologies, all of which have announced SPAC deals.


Interesting he didn’t mention MVIS. I realize MVIS is not a SPAC.


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5020 posts

re: LiDAR stocks
True. Plus MVIS’ market cap is under $900M

But the main takeaway here is that this race comes down to who has the quickest path to mass producing a high spec(safe) sensor in a small and affordable overall package for these auto OEMs.

There is a big chunk of a $40b-$80b prize on the line for the winner of this race.

LAZR being valued at $10B tells me they have the lead when it comes to the software side of the equation. But MVIS’ CEO is making it clear they will have the best hardware/spec/cost package. I guess we’ll find out in April when Microvision is scheduled to deliver sensor samples.

I’m curious to see how this all plays out over the next 12 months.


BallsEleven
USA Fan
Member since Mar 2019
2712 posts

re: LiDAR stocks
MVIS with a nice day


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5020 posts

re: LiDAR stocks
Indeed! I saw some patent news may have dropped. Haven’t had a chance to dig into just yet.


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5020 posts

re: LiDAR stocks
Worth noting in this thread:

Lucid Motors LiDAR

quote:

Lucid partnered with key commercial suppliers for DreamDrive’s industry-best hardware systems, including Here, Continental, and Bosch. However, we're told all of the work of integrating the systems into Lucid DreamDrive is conducted entirely in-house.


BallsEleven
USA Fan
Member since Mar 2019
2712 posts

re: LiDAR stocks
Here we go again!


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5020 posts

re: LiDAR stocks
Intel-Backed Lidar Company AEye In SPAC Talks: Report

quote:

What Happened: AEye is in talks to go public with CF Finance Acquisition III
CFAC 3.91%
, according to Bloomberg.

The company is backed by Continental AG, Europe’s second-largest car parts supplier, which took a stake in October.

The two companies are working together on a long range lidar sensor base on AEye’s patented architecture to commercialize.


quote:

Other backers in AEye include Kleiner Perkins, LG Electronics, Intel Corp
INTC 2.82%
, Subaru and Airbus.

Other lidar companies that are public include Luminar Technologies
LAZR 5.65%
and Velodyne Lidar
VLDR 4.65%
.

Collective Growth Corporation
CGRO 4.78%
is bringing Innoviz public via SPAC. InterPrivate Acquisition Corp
IPV 3.64%
is bringing Avea public via SPAC. Collonade Acquisition Corp
CLA 1.75%
is bringing Ouster public.

Price Action: Shares of CF Finance Acquisition III gained 7.49% Thursday, closing at $12.91.


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Jag_Warrior
Virginia Fan
Virginia
Member since May 2015
2022 posts

re: LiDAR stocks
Great update. Thanks.


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AncientTiger
LSU Fan
Mississippi- Louisiana - Destin
Member since Sep 2016
987 posts

re: LiDAR stocks
Adding more MVIS every chance I get. imo- MSFT is the buyer, the deal has already happened with a NDA currently on the table.

$7 per billion. My PT is $70+
GL!!!


ATLsuTiger
LSU Fan
Johns Creek
Member since Aug 2009
5020 posts

re: LiDAR stocks
Love it! I'm loaded to the brim on MVIS and will honestly be happy with anything over $20.

I have also started accumulating IPV (soon to be AEVA).



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ManUFan
Mandeville, LA
Member since Sep 2017
97 posts

re: LiDAR stocks
I am terrible at abbreviations so what does PT stand for?


Brobocop
LSU Fan
Baton Rouge, LA
Member since Feb 2018
1334 posts

re: LiDAR stocks
Price target


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10
AncientTiger
LSU Fan
Mississippi- Louisiana - Destin
Member since Sep 2016
987 posts

re: LiDAR stocks
quote:

7 per billion. My PT is $70+ GL!!!


Essentially I am saying for every Billion paid to MVIS on the REQUESTED BO, the stock price is $7. $5 Billion = $35 , $10 Billion - = $70. MVIS has over 500 patents, 28 years in business. Regardless of their current revenue, because TODAY fundamentals mean ZERO, $10Billion is my MVIS value.


AncientTiger
LSU Fan
Mississippi- Louisiana - Destin
Member since Sep 2016
987 posts

re: LiDAR stocks
CNBC - LIDAR

Bet against my girl MAVIS ( MVIS ) you will regret that decision. GL


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