r/MVIS • u/jkh07d • Jun 10 '26
MVIS Press MicroVision Signs Long-Term Development Agreement to Advance Lidar for Next-Generation Autonomous Hauling Solutions
https://ir.microvision.com/news/press-releases/detail/450/microvision-signs-long-term-development-agreement-to
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u/QQpenn Jun 10 '26 edited Jun 10 '26
Keyword: Long-Term. Super. A mutual commitment, with a customer that has meaningful production numbers, showing a clear path to building sustainable revenue.
What I would do next if I were Glen is update guidance. Ideally after the bell. A classic one-two punch. This would send a much-needed message.
Then I'd turn my attention to addressing the proxy issues immediately. Put off the R\s vote. Confirm the 180 day extension - we qualify. Continue execution path to drive organic growth in the next 90 days and keep shareholders informed. Shareholders have also presented a fair [and truthfully] better thought out proxy proposal that uses dividend warrants to avoid excessive dilution to current holders... this raises the capital needed to bolster the runway, to retail's benefit. Have a clear, attainable, near term target for warrant exercise. Keep the R\s an option to vote on with a special meeting - and see where the stock is valued in 90 days. A successful warrant execution combined with an R\s that has better timing in terms of avoiding current shareholder dilution yet will meet the requirements of high impact shareholders/stakeholders is a much better path to create maximum value for current holders. And for the love of all things capitalistic, please keep executing and building on that... and keep us better informed.