Tuesday, July 31, 2007
Position Update: MVIS
Following a disastrous day at the office, the MVIS conference call has calmed me down, a little. Up until 10 minutes ago, my eyes were fucking burning in my skull, thanks to an unhealthy high blood pressure. Which reminds me, my wife is trying to get me to eat healthier. More on that later.
Anyway, MVIS is making terrific progress, with regards to the development of their technology. I would anticipate the company, over the next 6 months, to sign more OEM deals and sell part of the company to a major handset maker.
Look at OLED. Those fuckers got bought out today for a huge premium. If MVIS has the goods, what would stop NOK, MOT or Samsung from buying the company?
If I was advising MVIS, I'd tell them to be cognizant of such a possibility, particularly the closer they get to production.
As for the share price:
Fully diluted, the company is being valued at approximately 332 million. That may sound big to "smart internet money managers" like Ducati; but, in actuality, it is very, very small. Considering the market they are targeting, MVIS, at a minimum, should be valued at 1 billion dollars, based upon projected 2009 numbers.
I know it sounds like back of the napkin analysis-- because it is. But, if you believe MVIS will be able to embed their Picop technology into handsets, as I do, 1 billion will be the tip of the iceberg. Potentially, MVIS could be worth billions.
Think camera's, laptops, medical devices, HUD's, portable gaming devices etc.
Anyway, MVIS is making terrific progress, with regards to the development of their technology. I would anticipate the company, over the next 6 months, to sign more OEM deals and sell part of the company to a major handset maker.
Look at OLED. Those fuckers got bought out today for a huge premium. If MVIS has the goods, what would stop NOK, MOT or Samsung from buying the company?
If I was advising MVIS, I'd tell them to be cognizant of such a possibility, particularly the closer they get to production.
As for the share price:
Fully diluted, the company is being valued at approximately 332 million. That may sound big to "smart internet money managers" like Ducati; but, in actuality, it is very, very small. Considering the market they are targeting, MVIS, at a minimum, should be valued at 1 billion dollars, based upon projected 2009 numbers.
I know it sounds like back of the napkin analysis-- because it is. But, if you believe MVIS will be able to embed their Picop technology into handsets, as I do, 1 billion will be the tip of the iceberg. Potentially, MVIS could be worth billions.
Think camera's, laptops, medical devices, HUD's, portable gaming devices etc.
Comments:
<< Home
sure. somebody would love to but them. But what makes you think Tokman wants to sell? WHat other co. could he head that has the growth prospects of MVIS? He had a pretty cushy job at GE.
Tokman will allow a strategic investment.
Regarding a buyout:
I believe if it did happen, it would be unsolicited.
However, until their technology is near go to market, I doubt anyone would try to buy them.
As for valuation:
The closer we get to 2nd half 08, the higher I expect the market cap to go.
Regarding a buyout:
I believe if it did happen, it would be unsolicited.
However, until their technology is near go to market, I doubt anyone would try to buy them.
As for valuation:
The closer we get to 2nd half 08, the higher I expect the market cap to go.
The world will know that free men stood against a tyrant, that few stood against many, and that before this battle is done, that even a god king can bleed.
Think camera's, laptops, medical devices, HUD's, portable gaming devices etc, eh? You need to think more. Actually think about EVERYTHING that's made possible because of modern micro-electronics. Think about what makes it possible.
Making modern integrated circuit (IC) chips is a very complicated process involving materials of extreme high purity, One of the required material that needs to be in extreme high purity, is hydrogen gas. Because at high temperature hydrogen can combine with oxygen and hence remove the oxygen impurity on the chips. The end result is water, a none-polluting material that just evaporate away.
Making extremely pure hydrogen requires palladium. This is the only effective method of producing high purity hydrogen. And the ONLY US company that produces palladium, is SWC. Without SWC the world will not have enough palladium. Without palladium, there will be no pure hydrogen and the WHOLE electronics industry will have to shut down, together with your pet stock MVIS.
So buy some SWC as it looks like extremely oversold and bottomed here. Palladium is an extremely important metal and SWC is something worth holding for huge returns in the neat future.
You guys called me idiot a few days ago when I told you to short AAPL? Now who lost money in AAPL?
Making modern integrated circuit (IC) chips is a very complicated process involving materials of extreme high purity, One of the required material that needs to be in extreme high purity, is hydrogen gas. Because at high temperature hydrogen can combine with oxygen and hence remove the oxygen impurity on the chips. The end result is water, a none-polluting material that just evaporate away.
Making extremely pure hydrogen requires palladium. This is the only effective method of producing high purity hydrogen. And the ONLY US company that produces palladium, is SWC. Without SWC the world will not have enough palladium. Without palladium, there will be no pure hydrogen and the WHOLE electronics industry will have to shut down, together with your pet stock MVIS.
So buy some SWC as it looks like extremely oversold and bottomed here. Palladium is an extremely important metal and SWC is something worth holding for huge returns in the neat future.
You guys called me idiot a few days ago when I told you to short AAPL? Now who lost money in AAPL?
Hey JJ,
I would have rather shorted SWC instead of AAPL. At least AAPL didn't drop 50% in the last month. You could have shorted SWC and had a 2.5" ribeye, instead you have a 2.5" cock.
I would have rather shorted SWC instead of AAPL. At least AAPL didn't drop 50% in the last month. You could have shorted SWC and had a 2.5" ribeye, instead you have a 2.5" cock.
MVIS should be at 5.75 tomorrow if the market is anything but dead - doesn't even have to be up - MVIS will be up - The questions were good and the answers were good enough at the earnings conference. If it goes to 6.25 it will settle at 5.75
How do you know - says the reader
it's in the stars man.
If you believe this then you will see apple regain 6 to 8 points
How do you know - says the reader
well, the full moon has past and
"The Fly" at his wife's insistence
is going to loose 25 pounds, stop adding salt to his food - stay away from Beef and forget the sugar.
Tofu? Sure, why not!
How do you know - says the reader
it's in the stars man.
If you believe this then you will see apple regain 6 to 8 points
How do you know - says the reader
well, the full moon has past and
"The Fly" at his wife's insistence
is going to loose 25 pounds, stop adding salt to his food - stay away from Beef and forget the sugar.
Tofu? Sure, why not!
Just listened to that call. Tokman is a pimp with a SERIOUS limp. He answers questions with such grace, and a "fuck you for even insinuating otherwise" in his voice. I'm holding this until "event horizon".
Post a Comment
<< Home
