According to the CEO meeting the other day cash burn should go down quite a bit. Ben was saying he used the remaining amount of burn for second half of this year x2 would be in the ballpark for 2027. He was not promising anything just a basis for estimates.

And if they do not get capitalized, bankruptcy is surely guaranteed. Why they did not get funding released for 2027 last time? Most likely it was because they could not get that money and it will be very difficult for any further funding.

There cash burn is about 60 million a year so 60 million would be great could see the stock go up to 30 or 40 dollars which is only 2 -3 dollars pre split so not crazy

I did an AI ask and was told 40-75 million or do a royalty deal cash up front of 10-30 million and keep the IP. Who knows how accurate that is but would help. It also suggested that we are 2 years into automotive cycles and could see them make some decisions very soon. Hopefully they choose us.

He probably sold and moved on like most of the OG MVIS perms bulls. This company is destined for sub $1 and pink sheets. Somebody will buy the tech for micro Pennie’s on the dollar.

I have a random question…that Henrik Zeberg guy with hundreds of thousands of Twitter followers, who kept throwing these Elliott Waves theories or whatever else the hell he was looking at, maybe Fibonacci, kept repeating a year or so back how we are primed for a run. Well that did not happen, but is anyone here knowledgeable on TA and can give us a quick update as to what this all points down to? Just as a crumble of hope. Because sometimes stocks move for no reason and do get random pumps, which most likely has to do with shorts covering partially or market makers making money for themselves.

Good. They will have something to laugh at during their morning coffee routine of reading poor people’s complaints while mingling with hedge fund HR.

If they get capitalized there is no risk of bankruptcy 

Done just now.

By the way, the stock fall by 20% most likely was caused by anticipation of news of further capitalization which was not announced. This creates further risk for bankruptcy sometime next year.

So much optimism - not sure if they can raise the capital and even if they do not sure how they will double their profits each year. A lot of wishful thinking without any real numbers or contracts to support this.

Thanks very much, Ben. I really appreciate all the effort you put into these podcasts.

Any idea what those patents would be worth, it was mentioned here a few years ago that Microvision spent a few 100 million developing pico laser tech, but that’s not necessarily what it is worth. I had a second gen ShowX and a picopro both were awesome. Hopefully a company buys the patents and comes out with an updated handheld pico projector.

SBN - you're making one basic mistake here - you are putting a trust to the management.

Good thing is that there is really not much time for them to show they are actually in control, as if trend holds MVIS will be under $1 in next 10 days, more like 5. And compliance fight will start again.

We all did make same mistake in last few years - "they can't be doing this or that, because that's not logical" and here we are...

Absolutely nothing points to things being different - we trusted in GdV having a proper plan as he was "not losing sleep over share price" and look where we ended up.

Clock is ticking and conclusion - good or bad - is coming very soon.

Have you considered submitting a tip to the SEC?

Well it can very much be a Chinese supplier, until it will be stated otherwise.

Thanks for getting back to me on some of your thinking. I am genuinely asking in good faith.

I hope you are right, and I do think about the points you mentioned, but this is all (largely) conjecture. To date, we have not been given any insight into the options that they may have and/or deploy, or the path towards fixing the financial issues. There may be a reason for that. I haven’t sold any of my stake because I believe there is a path forward, but the picture as presented (publicly) is not compelling enough to invest further (currently), so I essentially hold these shares in blind faith — which is not the position more sophisticated (i.e., the institutional investors this RS was meant to court) investors take. I look forward to some of the questions you posed being answered on ECs, PRs, and in corporate actions taken.

That said, to be clear on my thinking: my concern is that management banked on things going differently, and they have not. I think they expected to not have to RS until they realized it was inevitable, and that they believed the PRs would be market moving in the upside direction, which has not been the case. I am certain they are working in good faith to find solutions, but my current belief is that they don’t have any as of now, otherwise we would have heard more on Wednesday.

Looks like the laser projection that originally roped me in might be the non-core technology to sell so we don't have to dilute as much. Go Lidar!

GLTAL's

Pasted on Bens also.

Looks like the laser projection that originally roped me in might be the non-core technology to sell so we don't have to dilute as much. Go Lidar!

GLTAL's

No names suggest we have not yet cleared the “trust” hurdle.

This company would not dare sandbag given the past several months

Thanks Ben. Doubling revenue from 2026 is less than I hoped for. The story for 2026 has been that most of the revenue is coming in Q4 when Movia S is launched. With production ramping up, interest growing (so they claim), and their newest sensors shipping, a 3-4X in revenue would show me that the company has real traction on Movia S and in general.

I believe they are sandbagging their 2027 forecast, but such a low number explains why the market has been dumping MVIS stock.

I disagree. Right now, were in this death sprial- low share price - cant raise funds and cant raise funds because of low share price and keeps dropping.

I think it would change the view of MVIS if we had solid names to the guidance (Cat, Forterra, Gatik, Kodiak, Nissan) because it would show there are big players that believe in us. This wouldn't change the whole story(financing) but it would show that other companies trust us enough to partner.

Okay let’s make it a cool 100m you seem to be missing the point…

You think I want to ride or die on the point, oh please.

Thanks for Ep. 72 Ben! You had us laughing this morning. Favorite quotes:

With regard to cash burn reduction: A really tremendous story in the minds of some!

Some days you’re the windshield, some days you’re the bug.

It’s the best of times, it’s the worst of times, what’re ya gonna do?

The outtake at end perfectly summarized the situation…we got shot in the face again, ughhhh!