From: tktrimbath | 2/24/2021 1:53:49 PM | | | | (crossposted from IV)
Sitting back in amazement. I've written about optimism before but Wow! Waiting for earnings and the CC to update my very simple, unofficial, amateur MVIS valuation. Might update the dilution spreadsheet, too. With ~$50M in the bank (-ish) the downside risk has dropped dramatically. Ah. Pessimism takes a holiday. Checking on major categories: LiDAR Hololens et al Interactive Display Standalone Display Seems like I'm missing one or two. Maybe that's just my optimistic side. Suggestions? |
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From: tktrimbath | 3/12/2021 1:15:44 AM | | | | Dynamic MicroVision And MVIS
Pardon the quick Cut&Paste, but it's been a busy day. My latest MicroVision/MVIS blog post. Includes my general expectation of the most likely scenario. I've given up on price targets for a while.
"Within one year the stock has gone from irrational pessimism to possibly irrational optimism. Or, has the stock not even reached a rational valuation?"
trimbathcreative.net |
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From: tktrimbath | 3/14/2021 9:31:56 PM | | | | Valuing MVIS Looking Back And Forward
Pardon the quick return to a stock, but things are dynamic, as in over 10,000%. My personal perspective on perspectives including how my amateur, unofficial, purely for discussion purposes guess of a value for MVIS of $68 that is based on highly simplified logic. Is that enough caveats? trimbathcreative.net |
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From: tktrimbath | 4/1/2021 8:22:04 PM | | | | My update to my MVIS valuation model
The long version of my update based on the IVAS news: trimbathcreative.net The short version: "...adds $1.2B to my rickety wobbly valuation model from $10.2B to $11.4B, and a price for MVIS of $76." My model seems shakier the more I look at it, but things are so dynamic that I might not worry about it until April's news (or lack thereof.) |
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