$MVIS is expected to be profitable in complete 2022. $MVIS has ~$2.5 million in revenues from Microsoft that should increase this year. Lidar revenues are expected soon as the company said this week that it will make co-development deals with OEMs Development deals will likely generate revenues. See Luminar. It plans also to start the Lidar production this year. $MVIS has already inventory of components for $2 million (= ~ $10 million revenues). The future Lidar unity quantity targets from the press conference and the last CC are only possible if the company gets into the upcoming car model generations (gas & EV) because these will run for ten years. So, they must do these deals now, in the next weeks or months. Especially for VW. Everything points to a upcoming co-development deal as targeted by the CFO in the very near future. This would lead to: - an announcement - revenues $20-$40 is still a fair value with a Luminar market cap. equal to $32 per $MVIS share.
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