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re: LiDAR stocks
Posted on 1/10/21 at 1:47 pm to ATLsuTiger
Posted on 1/10/21 at 1:47 pm to ATLsuTiger
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.
1
Posted on 1/10/21 at 1:50 pm to ATLsuTiger
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.
Posted on 1/10/21 at 2:29 pm to AncientTiger
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.
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.
Posted on 1/13/21 at 1:18 pm to ATLsuTiger
MVIS with a nice day
Posted on 1/13/21 at 2:44 pm to BallsEleven
Indeed! I saw some patent news may have dropped. Haven’t had a chance to dig into just yet.
Posted on 1/13/21 at 8:40 pm to ATLsuTiger
Worth noting in this thread:
Lucid Motors LiDAR
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.
Posted on 1/14/21 at 2:10 pm to ATLsuTiger
Here we go again!
Posted on 1/15/21 at 5:21 pm to BallsEleven
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.
Posted on 1/15/21 at 8:54 pm to ATLsuTiger
Great update. Thanks. 
Posted on 1/21/21 at 12:03 pm to ATLsuTiger
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!!!
$7 per billion. My PT is $70+
GL!!!
Posted on 1/21/21 at 1:10 pm to AncientTiger
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).
I have also started accumulating IPV (soon to be AEVA).
Posted on 1/21/21 at 4:08 pm to AncientTiger
I am terrible at abbreviations so what does PT stand for?
Posted on 1/21/21 at 4:18 pm to ManUFan
Price target
Posted on 1/21/21 at 5:16 pm to ManUFan
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.
Posted on 1/21/21 at 6:05 pm to AncientTiger
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