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Posted: 5/25/2021 4:05:14 PM EDT
[#1]
Quote HistoryOriginally Posted By Osprey61: Damn...I banged right by 10,000 posts today and never even noticed. Guess I'm bona fide now, huh  Whats your secret? 
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Posted: 5/25/2021 4:07:20 PM EDT
[#2]
Quote HistoryOriginally Posted By Osprey61: Damn...I banged right by 10,000 posts today and never even noticed. Guess I'm bona fide now, huh Damn, I didn't even notice your pitifully low post count before. I would have just blown you off on page 1, otherwise.  
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Posted: 5/25/2021 4:08:41 PM EDT
[Last Edit: Osprey61]
[#3]
Quote HistoryOriginally Posted By Tango: Whats your secret? Five months of 2' to 3' deep snow, mostly. I need a winter hobby. Per my wife, Cabernet Sauvignon and single malt are not hobbies.
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GA, USA
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Posted: 5/25/2021 4:12:40 PM EDT
[Last Edit: IceStationZebra]
[#4]
Having a hard time making heads or tails of MVIS now. I've lost sight of what is going to happen.
I see lots of reasons to believe that a buyout will happen or a strategic partnership. On the other hand, nothing makes sense and our competition seem to be landing the contracts with those we claim might buy us. We are running out of potential suitors. It almost feels like we are chairless when the music stopped. I'm almost ready to watch this go to $100 by selling out if we hit $25 again. @osprey61 thoughts? Still extremely bullish? |
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Posted: 5/25/2021 4:13:36 PM EDT
[#5]
Well, ain't this interdasting. I hate to say I told you so, but there were rumors of this brewing for some time (and not just with Velodyne, btw).
"The founder of lidar maker Velodyne is going to war with his own SPAC" Trouble in River City |
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Posted: 5/25/2021 4:14:24 PM EDT
[#6]
Quote HistoryOriginally Posted By IceStationZebra: Having a hard time making heads or tails of MVIS now. I've lost sight of what is going to happen. I see lots of reasons to believe that a buyout will happen or a strategic partnership. On the other hand, nothing makes sense and our competition seem to be landing the contracts with those we claim might buy us. We are running out of potential suitors. It almost feels like we are chairless when the music stopped. I'm almost ready to watch this go to $100 by selling out if we hit $25 again. @osprey61 thoughts? Still extremely bullish? Late to PT...brb this afternoon. |
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Posted: 5/25/2021 4:16:51 PM EDT
[#7]
Quote HistoryOriginally Posted By tornadochaser: What makes Crooked the best? I like the boundary waters and my cousin and her husband used to guide up there every summer so I have access and equipment...but man it's hard to beat what northeastern SD is kicking out for smallies the past few years. Easily accessible, low pressure, and a shot at proud anglers every day. Real chance at a 7lb fish if you time it right. Females up to spawn or just finished and they are hungry. Crooked was a resort lake with one local outfitter, Mark Zup's Grandfather. The elder Zup was looking for a fish to provide action for his clients after the spring runs of Walleye and Pike. Crooked is a dark water lake so no Lake Trout (Argo short portage from the west end of Crooked for Lakers). Back to Zup, he literally hauled in buckets of Smallmouth fry to populate the lake. Certainly would NOT be allowed today, invasive species and all. The Smallies took to Crooked like no other and now offer trophy catches all up and down the seven bays on the lake. Since the elder Zup's days, the parks were put around him, Quetico for the north shore and Boundary Waters on the south. Canada was nice enough to lease/sell the Zup family an island on Lac Lacroix where they run their resort out of now. I've run into Crooked from 3 sides. West using Zups as an outfitter. East using a guide out of Ely - Prairie Portage and RABC permits. South staying on the US side. West is easiest but Mark Zup doesn't give that trip away $3k for a week maybe more now? South and east are hard pulls, we had low water in the Horse River on the south run and did 7 portages on that God forsaken river - never again! I like late June/early July. Top water with spooks or buzz baits get addictively exciting. Pike will tear your tackle up! Spinner baits, titanium holds together longer. Here's to 100 fish days and walleye dinners 
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Posted: 5/25/2021 4:29:08 PM EDT
[Last Edit: Kuraki]
[#8]
7 portages? That's just Monday
 ETA: You talking Crooked Lake with Friday Bay, etc?  We were just south of there. Was thinking of going up to Basswood Falls/Basswood River to see the pictograms next year. |
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Posted: 5/25/2021 4:33:33 PM EDT
[#9]
Quote HistoryOriginally Posted By Total53: Real chance at a 7lb fish if you time it right. Females up to spawn or just finished and they are hungry. Quote HistoryOriginally Posted By Total53: Real chance at a 7lb fish if you time it right. Females up to spawn or just finished and they are hungry. 7 pounds is world class. The SD state record is around 7.3 pounds. My biggest in SD was just under 6, and I caught one around 6 on mill lacs years ago too. Here's to 100 fish days and walleye dinners Those are fun. 3 of us boated 114 walleyes, pike, smallies, and white bass a week and a half ago, never fished deeper than 6 foot of water, and only boat on the lake. |
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Posted: 5/25/2021 4:56:41 PM EDT
[Last Edit: dbrowne1]
[#10]
Tesla reportedly out of the LIDAR market, at least for now
May be unrelated to the reports of test cars with LIDAR, as this seems to pertain only to near-term upcoming models already in or nearing production. |
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Posted: 5/25/2021 5:02:22 PM EDT
[#11]
Quote HistoryOriginally Posted By Total53: The job posting asked that the candidate had passed the bar of a state, it did not list the specific state, therefore you can assume any state will do  And that right there is the extent of my lawyering Quote HistoryOriginally Posted By Total53: Originally Posted By Kuraki: I dunno. I'm just spitballing. Lawyering is one of the easier things to do remotely. I'm not saying it's likely, only possible. I really have no clue The job posting asked that the candidate had passed the bar of a state, it did not list the specific state, therefore you can assume any state will do And that right there is the extent of my lawyering I have passed several bars in multiple states, stopped in quite a few too. Does that count? 
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IN, USA
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Posted: 5/25/2021 5:11:35 PM EDT
[Last Edit: Nyle_AR15]
[#12]
Quote HistoryOriginally Posted By Kuraki: 7 portages? That's just Monday ETA: You talking Crooked Lake with Friday Bay, etc? https://www.ar15.com/media/mediaFiles/125898/Capture_JPG-1955204.jpg We were just south of there. Was thinking of going up to Basswood Falls/Basswood River to see the pictograms next year. Me and 3 of my buddies and our sons are headed to BWCA first week of June. Not sure which lake we're staying on for the week but I do know we're going through Seagull and Alpine Edit: staying at Ogish lake |
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Posted: 5/25/2021 5:20:05 PM EDT
[#13]
Quote HistoryOriginally Posted By Nyle_AR15: Me and 3 of my buddies and our sons are headed to BWCA first week of June. Not sure which lake we're staying on for the week but I do know we're going through Seagull and Alpine Edit: staying at Ogish lake |
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Posted: 5/25/2021 6:08:33 PM EDT
[#14]
Quote HistoryOriginally Posted By Osprey61: I actually meant MVIS' (very long term, not specifically last year, which might be considered anomalous) history of appreciating into ECs and ASMs, with an emotional/speculator sell-off and rational recovery on the backside. The small sale I did today just takes a large part of my risk off the table. It wouldn't hurt me to lose $180K (okay, it would hurt my feelings) if the world goes to hell, but I'd prefer to lose just $35K if it comes to that. I can sleep, and fish, on that without a care. Microvision remains highly speculative, and with big gain comes significant risk. The price action right now reflects that. Did a lot of thinking on the general counsel position last night. It's odd, make no mistake. The incumbent announced his intention to retire two months ago, and said he'd stay on until June. Why would MVIS wait until two days prior to the ASM (and days from June) to run that ad, knowing damn well the entire MVIS investing world is running web crawlers that were sure to pick it up? If you were an experienced lawyer, would you sign on knowing the odds were good you'd be released just months later? I wouldn't. That would seem to reduce the odds of a full buy-out significantly. Or...did Google (et al) pull a last minute walk-away bluff, and Sumit is calling them on it? It absolutely wouldn't be out of character. On the other hand, if MVIS is going vertical sale, reverse merger or minority partner he'd be a very real necessity, and you wouldn't want to test the outgoing guy's patience by pushing his willingness to cover. In either case, IMO the timing signals some heightened degree of uncertainty - if not to MVIS, most surely to the shareholders. It could very well be organizational priorities and limitations, only so much time in the day, focus on A sample, and r&d for immediate opportunities. They have 60 people? The prospects might have evaluated and come to the same conclusion. Agreed that there is some uncertainty signalled. |
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Posted: 5/25/2021 6:54:29 PM EDT
[#15]
Wonder why its rising with the uncertainty right now.
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Posted: 5/25/2021 7:07:52 PM EDT
[#16]
Quote HistoryOriginally Posted By Kuraki: The end of the Gunflint Trail. Been to Seagull/Sag a couple times but not for a long time. Actually I don't think I've been to the Gunflint side in 10 years. I've been on Sawbill and a few lakes around there but that was 20+ years ago. Never been to Sag but have heard it is legendary South entry point was Mudro to Tin Can Mike to Horse Lake to Horse River to Basswood to Crooked. The 80 rod portage between Tin Can Mike and Horse is one of the steepest I've been on. Down hill going in and heart attack hill going out. Depending on the water level in the Horse River you can do 7 portages just there. The 2 main ones are 58 and 48 rods, some of the others would be just 10 or so but the unloading and reloading gets old. |
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Posted: 5/25/2021 7:09:00 PM EDT
[#17]
Originally Posted By wyomingnick: Wonder why its rising with the uncertainty right now. Good question. |
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Posted: 5/25/2021 7:13:49 PM EDT
[#18]
Quote HistoryOriginally Posted By TinSpinner: I have passed several bars in multiple states, stopped in quite a few too. Does that count? Yes, yes it does  Do you want me to sign something that says you're good to go 
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Posted: 5/25/2021 7:19:21 PM EDT
[#19]
Quote HistoryOriginally Posted By tornadochaser: 7 pounds is world class. The SD state record is around 7.3 pounds. My biggest in SD was just under 6, and I caught one around 6 on mill lacs years ago too. Those are fun. 3 of us boated 114 walleyes, pike, smallies, and white bass a week and a half ago, never fished deeper than 6 foot of water, and only boat on the lake. I've fished Mille Lacs but not for smallies. I need to find the picture of my son. I swear he catches big fish! He was only 8 and it was on Crooked. Biggest smallie I've ever seen, fat chin and all. He caught a 20" smallie (no scale) on Rainy and we had no camera. He released that one a little reluctantly 
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NC, USA
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Posted: 5/25/2021 7:53:57 PM EDT
[#20]
Wow, meme stocks today...
Borat_very_nice.jpg |
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Posted: 5/25/2021 8:22:02 PM EDT
[Last Edit: Osprey61]
[#21]
Quote HistoryOriginally Posted By IceStationZebra: Having a hard time making heads or tails of MVIS now. I've lost sight of what is going to happen. I see lots of reasons to believe that a buyout will happen or a strategic partnership. On the other hand, nothing makes sense and our competition seem to be landing the contracts with those we claim might buy us. We are running out of potential suitors. It almost feels like we are chairless when the music stopped. I'm almost ready to watch this go to $100 by selling out if we hit $25 again. @osprey61 thoughts? Still extremely bullish? Most of the revenue producing contracts I've seen to this point have been fairly small potatoes. Volvo and BMW spring to mind. There have been a lot of "developmental" agreements, but Velodyne found out the hard way how much loyalty there is the corporate world when Ford unceremoniously dumped them. Luminar's deal with Airbus is developmental, too, btw. There are multiple articles that picked up on Sumit's point that consolidation was coming, and it was going to be sooner rather than later. I'm very confident that Sumit wasn't lying about the customers waiting to do test and evaluation on the A-sample, and I have a fair degree of confidence we'll land at least one, if not more of those contracts. The time line is completely unknowable, and I wouldn't be surprise to learn the strategic direction has morphed as well. My guess is there's some significant turbulence going on behind the scenes. I heard it in Sumit's voice at the EC. The General Counsel search may be a complete neutral, but I can't believe the timing is intentional. Between the economy, the competition, the SPACs, the SEC, the hedges, the tech titans, the meme stock investors and the supply chain collapse this has likely turned into a bewilderingly complex situation. Despite all that, I do continue to believe MVIS is as well, or better, positioned to capitalize than at any time in it's history. Okay, that's faint praise, but we're not 10 years too early this time around, product wise. That macro-environment, on the other hand scares me to death. There's a common descriptor in the Air Force, "all thrust, no vector". Industry seems to be barreling towards...something, but I don't think anyone has a good idea of where we're headed or what it's going to look like when we get there. This thread was started as a crap shoot, and it's unintentionally living up to that billing...in spades. One of my favorite quotes from The Cynics Lexicon: "The race may not always go to the swiftest, or the fight to the strongest, but that's the way to bet..." Sumit said this contest would be decided by results, not talk. I tend to believe him. |
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GA, USA
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Posted: 5/25/2021 8:48:28 PM EDT
[#22]
Quote HistoryOriginally Posted By Osprey61: Most of the revenue producing contracts I've seen to this point have been fairly small potatoes. Volvo and BMW spring to mind. There have been a lot of "developmental" agreements, but Velodyne found out the hard way how much loyalty there is the corporate world when Ford unceremoniously dumped them. Luminar's deal with Airbus is developmental, too, btw. There are multiple articles that picked up on Sumit's point that consolidation was coming, and it was going to be sooner rather than later. I'm very confident that Sumit wasn't lying about the customers waiting to do test and evaluation on the A-sample, and I have a fair degree of confidence we'll land at least one, if not more of those contracts. The time line is completely unknowable, and I wouldn't be surprise to learn the strategic direction has morphed as well. My guess is there's some significant turbulence going on behind the scenes. I heard it in Sumit's voice at the EC. The General Counsel search may be a complete neutral, but I can't believe the timing is intentional. Between the economy, the competition, the SPACs, the SEC, the hedges, the tech titans, the meme stock investors and the supply chain collapse this has likely turned into a bewilderingly complex situation. Despite all that, I do continue to believe MVIS is as well, or better, positioned to capitalize than at any time in it's history. Okay, that's faint praise, but we're not 10 years too early this time around, product wise. That macro-environment, on the other hand scares me to death. There's a common descriptor in the Air Force, "all thrust, no vector". Industry seems to be barreling towards...something, but I don't think anyone has a good idea of where we're headed or what it's going to look like when we get there. This thread was started as a crap shoot, and it's unintentionally living up to that billing...in spades. One of my favorite quotes from The Cynics Lexicon: "The race may not always go to the swiftest, or the fight to the strongest, but that's the way to bet..." Sumit said this contest would be decided by results, not talk. I tend to believe him. Quote HistoryOriginally Posted By Osprey61: Originally Posted By IceStationZebra: Having a hard time making heads or tails of MVIS now. I've lost sight of what is going to happen. I see lots of reasons to believe that a buyout will happen or a strategic partnership. On the other hand, nothing makes sense and our competition seem to be landing the contracts with those we claim might buy us. We are running out of potential suitors. It almost feels like we are chairless when the music stopped. I'm almost ready to watch this go to $100 by selling out if we hit $25 again. @osprey61 thoughts? Still extremely bullish? Most of the revenue producing contracts I've seen to this point have been fairly small potatoes. Volvo and BMW spring to mind. There have been a lot of "developmental" agreements, but Velodyne found out the hard way how much loyalty there is the corporate world when Ford unceremoniously dumped them. Luminar's deal with Airbus is developmental, too, btw. There are multiple articles that picked up on Sumit's point that consolidation was coming, and it was going to be sooner rather than later. I'm very confident that Sumit wasn't lying about the customers waiting to do test and evaluation on the A-sample, and I have a fair degree of confidence we'll land at least one, if not more of those contracts. The time line is completely unknowable, and I wouldn't be surprise to learn the strategic direction has morphed as well. My guess is there's some significant turbulence going on behind the scenes. I heard it in Sumit's voice at the EC. The General Counsel search may be a complete neutral, but I can't believe the timing is intentional. Between the economy, the competition, the SPACs, the SEC, the hedges, the tech titans, the meme stock investors and the supply chain collapse this has likely turned into a bewilderingly complex situation. Despite all that, I do continue to believe MVIS is as well, or better, positioned to capitalize than at any time in it's history. Okay, that's faint praise, but we're not 10 years too early this time around, product wise. That macro-environment, on the other hand scares me to death. There's a common descriptor in the Air Force, "all thrust, no vector". Industry seems to be barreling towards...something, but I don't think anyone has a good idea of where we're headed or what it's going to look like when we get there. This thread was started as a crap shoot, and it's unintentionally living up to that billing...in spades. One of my favorite quotes from The Cynics Lexicon: "The race may not always go to the swiftest, or the fight to the strongest, but that's the way to bet..." Sumit said this contest would be decided by results, not talk. I tend to believe him. Thank you good man. I'm unloading some at $20 and then will keep the rest. I've recovered my initial investment x8 so not much to complain about. I just want an answer and completion. This is a test of my patience for sure. |
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MO, USA
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Posted: 5/25/2021 8:58:58 PM EDT
[#23]
I’ve seen this thread pop up several times over the past year and I finally have to ask.
What kind of a term is “crocodile licks the moon”? Google has been of no help. |
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Posted: 5/25/2021 9:19:51 PM EDT
[#24]
Quote HistoryOriginally Posted By JTC: I’ve seen this thread pop up several times over the past year and I finally have to ask. What kind of a term is “crocodile licks the moon”? Google has been of no help. Somewhere around MVIS run-up in Feb, the Chartology guy (Chris472 or something like that) did a crazy drawing on his T/A chart. It looked like a crocodile, someone here added the "licks the moon" part and Osprey liked it so much he changed the Title. So it's an inside the thread joke. |
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Posted: 5/25/2021 9:22:02 PM EDT
[#25]
Quote HistoryOriginally Posted By JTC: I’ve seen this thread pop up several times over the past year and I finally have to ask. What kind of a term is “crocodile licks the moon”? Google has been of no help. 
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Posted: 5/25/2021 9:30:44 PM EDT
[Last Edit: Leisure_Shoot]
[#26]
Quote HistoryOriginally Posted By JTC: I've seen this thread pop up several times over the past year and I finally have to ask. What kind of a term is "crocodile licks the moon"? Google has been of no help. ETA: damn guys! Do you shit all over Photoshop threads by making an "as requested" image on page one, too? 
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Posted: 5/25/2021 10:32:32 PM EDT
[Last Edit: FelisTacet]
[#27]
Quote HistoryOriginally Posted By Total53: Somewhere around MVIS run-up in Feb, the Chartology guy (Chris472 or something like that) did a crazy drawing on his T/A chart. It looked like a crocodile, someone here added the "licks the moon" part and Osprey liked it so much he changed the Title. So it's an inside the thread joke. Quote HistoryOriginally Posted By Total53: Originally Posted By JTC: I’ve seen this thread pop up several times over the past year and I finally have to ask. What kind of a term is “crocodile licks the moon”? Google has been of no help. Somewhere around MVIS run-up in Feb, the Chartology guy (Chris472 or something like that) did a crazy drawing on his T/A chart. It looked like a crocodile, someone here added the "licks the moon" part and Osprey liked it so much he changed the Title. So it's an inside the thread joke. @UTex86 gets credit for the modded chart showing the crocodile. 
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Posted: 5/25/2021 11:10:14 PM EDT
[#28]
Quote HistoryOriginally Posted By FelisTacet: @UTex86 gets credit for the modded chart showing the crocodile. Well shit, I screwed that up  I can only hope that UTex86 will find a way to forgive me 
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OK, USA
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Posted: 5/25/2021 11:17:11 PM EDT
[#29]
Quote HistoryOriginally Posted By Leisure_Shoot: ETA: damn guys! Do you shit all over Photoshop threads by making an "as requested" image on page one, too? No doubt! Who gives the answer on the first response? Paper Hands, that’s who! |
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Posted: 5/25/2021 11:20:14 PM EDT
[#30]
Quote HistoryOriginally Posted By Total53: I've been on Sawbill and a few lakes around there but that was 20+ years ago. Never been to Sag but have heard it is legendary South entry point was Mudro to Tin Can Mike to Horse Lake to Horse River to Basswood to Crooked. The 80 rod portage between Tin Can Mike and Horse is one of the steepest I've been on. Down hill going in and heart attack hill going out. Depending on the water level in the Horse River you can do 7 portages just there. The 2 main ones are 58 and 48 rods, some of the others would be just 10 or so but the unloading and reloading gets old. Fuck those big lakes We put in at Mudro and went up to Beartrap. We were planning to go to Home because we'd been there once via Angleworm (fuck be upon that portage) and murdered walleyes there but decided to just keep going north from Gull to see some place new. Now I read you on those 7 portages, that does sound miserable. With my wife, I end up dead lifting the packs anywhere between 4 or 6 times every portage so even short ones get old. |
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Posted: 5/25/2021 11:46:34 PM EDT
[#31]
Quote HistoryOriginally Posted By Total53: Real chance at a 7lb fish if you time it right. Females up to spawn or just finished and they are hungry. Crooked was a resort lake with one local outfitter, Mark Zup's Grandfather. The elder Zup was looking for a fish to provide action for his clients after the spring runs of Walleye and Pike. Crooked is a dark water lake so no Lake Trout (Argo short portage from the west end of Crooked for Lakers). Back to Zup, he literally hauled in buckets of Smallmouth fry to populate the lake. Certainly would NOT be allowed today, invasive species and all. The Smallies took to Crooked like no other and now offer trophy catches all up and down the seven bays on the lake. Since the elder Zup's days, the parks were put around him, Quetico for the north shore and Boundary Waters on the south. Canada was nice enough to lease/sell the Zup family an island on Lac Lacroix where they run their resort out of now. I've run into Crooked from 3 sides. West using Zups as an outfitter. East using a guide out of Ely - Prairie Portage and RABC permits. South staying on the US side. West is easiest but Mark Zup doesn't give that trip away $3k for a week maybe more now? South and east are hard pulls, we had low water in the Horse River on the south run and did 7 portages on that God forsaken river - never again! I like late June/early July. Top water with spooks or buzz baits get addictively exciting. Pike will tear your tackle up! Spinner baits, titanium holds together longer. Here's to 100 fish days and walleye dinners Have you ever tried going up the moose river to agnes to lac la croix to crooked? I've done that a few times not to bad overall and better if you want to be in sunday or saturday bay. |
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Posted: 5/25/2021 11:48:16 PM EDT
[#32]
Quote HistoryOriginally Posted By Kuraki: 7 portages? That's just Monday ETA: You talking Crooked Lake with Friday Bay, etc? https://www.ar15.com/media/mediaFiles/125898/Capture_JPG-1955204.jpg We were just south of there. Was thinking of going up to Basswood Falls/Basswood River to see the pictograms next year. Were you in Gun lake? Moosecamp is a pretty cool little lake and the river in interesting into Fourtown. It's cool to see people that have been to the same locations!! |
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Posted: 5/25/2021 11:51:25 PM EDT
[#33]
Quote HistoryOriginally Posted By Total53: I've been on Sawbill and a few lakes around there but that was 20+ years ago. Never been to Sag but have heard it is legendary South entry point was Mudro to Tin Can Mike to Horse Lake to Horse River to Basswood to Crooked. The 80 rod portage between Tin Can Mike and Horse is one of the steepest I've been on. Down hill going in and heart attack hill going out. Depending on the water level in the Horse River you can do 7 portages just there. The 2 main ones are 58 and 48 rods, some of the others would be just 10 or so but the unloading and reloading gets old. Have you done the 1 mile portage out of friday bay into gun? That's lots of fun!!! (it's actually not to bad mostly flat and not to muddy) it's a lot of paddling from basswood falls up to friday bay! |
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Posted: 5/26/2021 12:01:03 AM EDT
[#34]
Quote HistoryOriginally Posted By Osprey61: Most of the revenue producing contracts I've seen to this point have been fairly small potatoes. Volvo and BMW spring to mind. There have been a lot of "developmental" agreements, but Velodyne found out the hard way how much loyalty there is the corporate world when Ford unceremoniously dumped them. Luminar's deal with Airbus is developmental, too, btw. There are multiple articles that picked up on Sumit's point that consolidation was coming, and it was going to be sooner rather than later. I'm very confident that Sumit wasn't lying about the customers waiting to do test and evaluation on the A-sample, and I have a fair degree of confidence we'll land at least one, if not more of those contracts. The time line is completely unknowable, and I wouldn't be surprise to learn the strategic direction has morphed as well. My guess is there's some significant turbulence going on behind the scenes. I heard it in Sumit's voice at the EC. The General Counsel search may be a complete neutral, but I can't believe the timing is intentional. Between the economy, the competition, the SPACs, the SEC, the hedges, the tech titans, the meme stock investors and the supply chain collapse this has likely turned into a bewilderingly complex situation. Despite all that, I do continue to believe MVIS is as well, or better, positioned to capitalize than at any time in it's history. Okay, that's faint praise, but we're not 10 years too early this time around, product wise. That macro-environment, on the other hand scares me to death. There's a common descriptor in the Air Force, "all thrust, no vector". Industry seems to be barreling towards...something, but I don't think anyone has a good idea of where we're headed or what it's going to look like when we get there. This thread was started as a crap shoot, and it's unintentionally living up to that billing...in spades. One of my favorite quotes from The Cynics Lexicon: "The race may not always go to the swiftest, or the fight to the strongest, but that's the way to bet..." Sumit said this contest would be decided by results, not talk. I tend to believe him. Granted I haven't been around for as long as some of you, but on the last two calls one of the things that Sumit has mentioned is that he is looking to see what the essentially regulators/government is going to end up requiring for the level 4/5 self driving and it seems that He is angling to have MVIS in the position that the regulators are going to require any company to have "MVIS level" Lidar as part of there system, so as much as Elon wants to downplay LIDAR if MVISs LIDAR is as good as they are claiming they are hoping that everyone is required to buy there LIDAR as it will be the top tier of safety. Thoughts? |
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Posted: 5/26/2021 12:04:54 AM EDT
[#35]
what should we expect from tomorrow? I don't mean a major announcement, but what is the actual point of the meeting? Is it Q&A? IS it the CEO explaining the path forward?
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Posted: 5/26/2021 12:22:31 AM EDT
[#36]
Quote HistoryOriginally Posted By Leisure_Shoot: what should we expect from tomorrow? I don't mean a major announcement, but what is the actual point of the meeting? Is it Q&A? IS it the CEO explaining the path forward? The PDF "2020 Annual Report and 2021 Proxy Statement" at https://microvision.gcs-web.com/shareholder-voting-2021-annual-shareholder-meeting/ covers some of it. |
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Posted: 5/26/2021 6:09:10 AM EDT
[Last Edit: FelisTacet]
[#37]
What is Tesla thinking?
Ditching radar and going with a camera-only system in some of their cars. A hybrid system is quite possibly going to be mandatory for level 4/5, but I guess perhaps they’re just dumbing it down as a less-expensive option for the time being? Radar sensors are relatively expensive, and processing data from them takes significant computing power in a vehicle. Tesla has previously told shareholders that it believes “a vision-only system is ultimately all that is needed for full autonomy” and that it was planning to switch the U.S. market to Tesla Vision. CEO Elon Musk also said in a tweet on March 12 that the company would move to a “pure vision” approach. The parts in bold, he’d better think hard about the computing power necessary and work that out rather than taking two steps back if you ask me, and we already have Nvidia and the like solving that problem. Secondly, he better be damn sure shit isn’t a hybrid-approach requirement with his comment about Pure Vision. NHTSA may very well report out their suggestion to the powers that be that a single sensor type system isn’t approved for full autonomy, which Pure Vision is being touted as. Still sounds like a bold move to me, even if we’re not at the genesis of higher level autonomy. Tesla Is Ditching Radar in Transition to Camera-Only Autopilot System It does bring me back to the Q3 (I think it was Q3) MicroVision earnings call where Sharma mentioned a LiDAR-in-camera system that MicroVision had been working on. Technically, it’s a traditional lensed and shuttered camera...but with LiDAR incorporation. Would be cool if Mr. Word Mincer Musk would use that technology...because it’s a “camera” after all. |
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Posted: 5/26/2021 7:04:53 AM EDT
[#38]
I have a newbie stock trading question.
I want to start swing trading a portion of my MVIS holding. All my lots are short term and vary between $12 and $21 depending on when I bought them, average cost basis is $15.30. If I were to sell the highest cost lots first, at a loss but above my ACB, would buying back in on a dip be considered a wash sale? As in if sold my $22/share lot at $17, then bought back in with that money at a $13 dip. That's a wash sale right? Follow on question, if I did this anyway, would the increase in number of shares held be worth it compared to the penalty of the wash sale? I understand that the "loss" from the sale would get applied to my new purchase, negating the tax benefit of the sale, but I would still end up holding more shares by buying back in lower than I sold. |
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Posted: 5/26/2021 7:13:49 AM EDT
[#39]
Quote HistoryOriginally Posted By shblackdragon: The PDF "2020 Annual Report and 2021 Proxy Statement" at https://microvision.gcs-web.com/shareholder-voting-2021-annual-shareholder-meeting/ covers some of it. LOL nothing in it gives me warm and fuzzy feelings. But it's the first one from them I have read. Anyone know if it sounds about the same as past statements? |
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Posted: 5/26/2021 7:33:45 AM EDT
[Last Edit: Scare_Crow]
[#40]
Quote HistoryOriginally Posted By Sonoran_Tj: I have a newbie stock trading question. I want to start swing trading a portion of my MVIS holding. All my lots are short term and vary between $12 and $21 depending on when I bought them, average cost basis is $15.30. If I were to sell the highest cost lots first, at a loss but above my ACB, would buying back in on a dip be considered a wash sale? As in if sold my $22/share lot at $17, then bought back in with that money at a $13 dip. That's a wash sale right? Follow on question, if I did this anyway, would the increase in number of shares held be worth it compared to the penalty of the wash sale? I understand that the "loss" from the sale would get applied to my new purchase, negating the tax benefit of the sale, but I would still end up holding more shares by buying back in lower than I sold. Yes that would be a wash sale. Personally I would look at holding the $12 shares, set the $21 shares to sell at 21.50 and look at flipping any shares I had around $14 or $15 that have 8% profit in them. Then set that money to buy back in around $13 or something. or if you think this bounce is going to drop sell any shares at near brake even for the dip like selling at $15.50 share for $15.75 or something |
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Posted: 5/26/2021 7:45:25 AM EDT
[#41]
Quote HistoryOriginally Posted By Scare_Crow: Yes that would be a wash sale. Personally I would look at holding the $12 shares, set the $21 shares to sell at 21.50 and look at flipping any shares I had around $14 or $15 that have 8% profit in them. Then set that money to buy back in around $13 or something. or if you think this bounce is going to drop sell any shares at near brake even for the dip like selling at $15.50 share for $15.75 or something Quote HistoryOriginally Posted By Scare_Crow: Originally Posted By Sonoran_Tj: I have a newbie stock trading question. I want to start swing trading a portion of my MVIS holding. All my lots are short term and vary between $12 and $21 depending on when I bought them, average cost basis is $15.30. If I were to sell the highest cost lots first, at a loss but above my ACB, would buying back in on a dip be considered a wash sale? As in if sold my $22/share lot at $17, then bought back in with that money at a $13 dip. That's a wash sale right? Follow on question, if I did this anyway, would the increase in number of shares held be worth it compared to the penalty of the wash sale? I understand that the "loss" from the sale would get applied to my new purchase, negating the tax benefit of the sale, but I would still end up holding more shares by buying back in lower than I sold. Yes that would be a wash sale. Personally I would look at holding the $12 shares, set the $21 shares to sell at 21.50 and look at flipping any shares I had around $14 or $15 that have 8% profit in them. Then set that money to buy back in around $13 or something. or if you think this bounce is going to drop sell any shares at near brake even for the dip like selling at $15.50 share for $15.75 or something That sounds like a decent plan. I was initially planning on selling the highest ones first to lower my cost basis, until I remembered wash sales. I can flip my shares in the $14-15 range and make a little profit on each of those to avoid the wash. |
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Posted: 5/26/2021 8:01:50 AM EDT
[#42]
Today is the day, I can feel it.
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Posted: 5/26/2021 8:12:27 AM EDT
[#43]
It will get better, I just need my coffee.
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Posted: 5/26/2021 8:15:22 AM EDT
[#44]
Quote HistoryOriginally Posted By Malbec: Today is the day, I can feel it. AMC at $18! |
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Posted: 5/26/2021 8:16:17 AM EDT
[#45]
Work has been stupid busy the last couple of days and I haven't been paying any attention. What did I miss?
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OK, USA
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Posted: 5/26/2021 8:31:32 AM EDT
[#46]
Quote HistoryOriginally Posted By Malbec: Today is the day, I can feel it. Quote HistoryOriginally Posted By Malbec: Today is the day, I can feel it. Originally Posted By EagleArmsHBAR: It will get better, I just need my coffee. Attitude thrusters, check Fuel level, check We are go for countdown to ignition. |
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Posted: 5/26/2021 8:38:48 AM EDT
[#47]
Quote HistoryOriginally Posted By RatherBeLifting: Attitude thrusters, check Fuel level, check We are go for countdown to ignition. Maybe if they actually announce something of substance today. I'm not holding my breathe for it. lol |
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Posted: 5/26/2021 8:39:36 AM EDT
[#48]
Quote HistoryOriginally Posted By Malbec: Today is the day, I can feel it. 
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Posted: 5/26/2021 8:42:39 AM EDT
[#49]
Quote HistoryOriginally Posted By UTex86: Work has been stupid busy the last couple of days and I haven't been paying any attention. What did I miss? Someone asked about the thread title and I gave credit to the Chartology guy for your work. Nothing big - MVIS 9% gainer yesterday - ASM today. Thirty some million shares created out of thin air to short MVIS since the last run up haven't been returned yet. Nothing big 
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Posted: 5/26/2021 8:49:18 AM EDT
[#50]
Quote HistoryOriginally Posted By apexcrusade: AMC at $18! |
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