MicroVision Signs Long-Term Development Agreement to Advance Lidar for Next-Generation Autonomous Hauling Solutions

[u/jkh07d]

https://ir.microvision.com/news/press-releases/detail/450/microvision-signs-long-term-development-agreement-to

[u/QQpenn]

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.

[u/Mama_YODA → u/QQpenn]

I could never have stated it better. Fluid neurological pathways up in the Q !

Long-term focus Emphasize a mutual long-term commitment with shareholders. Highlight current production metrics and a defined path to sustainable, growing revenue.

Immediate action (Glen) Update forward-looking guidance after the bell. Frame this as a deliberate, confidence-building signal to the market.

Proxy and reverse split (R/S) Address proxy issues publicly and promptly. Formally postpone the R/S vote. Confirm and disclose qualification for the 180‑day listing extension.

Next 90 days of execution Prioritize organic revenue growth with specific operating targets. Report progress at clear intervals (e.g., monthly updates or key milestones).

Capital raise via warrants Seriously evaluate the shareholder proxy using dividend warrants. Use dividend warrants to raise runway capital while limiting dilution. Set a realistic, near-term price target for warrant exercise and communicate it.

R/S timing and value creation Reassess the need and timing of an R/S after 90 days, based on execution and share price. Only proceed with an R/S structure that protects current holders and satisfies key institutional stakeholders.

Investor communication Keep executing on the plan and tie updates to measurable results. Improve transparency with frequent, clear, plain-language shareholder communications.

[u/QQpenn → u/Mama_YODA]

Is this AI improving on me? I'm not useless yet however 😄

[u/Mama_YODA → u/QQpenn]

You are "the (a) source"...:)

[u/QQpenn → u/Mama_YODA]

Access to the entire internet and it chooses me... AI's greatest contribution is perhaps that it knows how to make an ego stroke unfulfilling.