ATAK
Aurora Technology Acquisition Corp. Class A
stock NASDAQ

The market places more negative value on what they don't say than positive value on what they do say. If these announcements are not fixing this problem, it will continue.
This PR needed these questions answered to be effective: Is this an internal demonstration or a customer-specific solution? Is a customer requesting this platform? Which vehicles or machines are represented? Are the configurations based on Caterpillar, Gatik, or another customer? \[An NDA friendly version.\] Which sensors are in each reference configuration? Are third-party sensors already integrated? Is the software licensed separately? Is paid NRE propelling this? When does this become production hardware?
Even something as simple as this would be of value: “The platform was developed in response to customer requirements from commercial-vehicle and industrial customers. Demonstrations at IAA include configurations under active **revenue generating** customer evaluations—including short-range, long-range, and fused-sensor architectures.” Then you have a week to build on that as well as bring definition to the related fiscal status. Nothing matters more than that right now.
They're about 30 days away from immediate cash-runway pressure. They need to show how they expect to bridge gaps between $2M revenue to date vs current guidance vs run rate vs significant pipeline conversion \[that shows the $750M they're touting isn't meaningless marketing\]. The objectives are not mysterious. Answers are coming one way or another. It would \[obviously\] be much better for MVIS to demonstrate that it's out in front of the questions instead of letting the market continue to price in lack of material execution and the increased dilution that comes with it. Glen still isn't getting this.
I'd add that Movia Air/+ is what I'm watching specifically in terms of what might increase guidance. With 3rd party validation and a clear ATAK integration path in place, the number of aligned programs increased dramatically. An update from the company on that would be welcomed... and helpful if it addresses fiscal issues in conjunction.

The market places more negative value on what they don't say than positive value on what they do say. If these announcements are not fixing this problem, it will continue.
This PR needed these questions answered to be effective: Is this an internal demonstration or a customer-specific solution? Is a customer requesting this platform? Which vehicles or machines are represented? Are the configurations based on Caterpillar, Gatik, or another customer? \[An NDA friendly version.\] Which sensors are in each reference configuration? Are third-party sensors already integrated? Is the software licensed separately? Is paid NRE propelling this? When does this become production hardware?
Even something as simple as this would be of value: “The platform was developed in response to customer requirements from commercial-vehicle and industrial customers. Demonstrations at IAA include configurations under active **revenue generating** customer evaluations—including short-range, long-range, and fused-sensor architectures.” Then you have a week to build on that as well as bring definition to the related fiscal status. Nothing matters more than that right now.
They're about 30 days away from immediate cash-runway pressure. They need to show how they expect to bridge gaps between $2M revenue to date vs current guidance vs run rate vs significant pipeline conversion \[that shows the $750M they're touting isn't meaningless marketing\]. The objectives are not mysterious. Answers are coming one way or another. It would \[obviously\] be much better for MVIS to demonstrate that it's out in front of the questions instead of letting the market continue to price in lack of material execution and the increased dilution that comes with it. Glen still isn't getting this.
I'd add that Movia Air/+ is what I'm watching specifically in terms of what might increase guidance. With 3rd party validation and a clear ATAK integration path in place, the number of aligned programs increased dramatically. An update from the company on that would be welcomed... and helpful if it addresses fiscal issues in conjunction.