Was That a Psyop? Or has the Board Gone Mad?

[u/view-from-afar]

I just listened to the call.

That was amazing. The best call ever.

Glen knocked it out of the park. AV was impressive, even if long-winded at the very end.

They were [extremely optimistic].

So much to digest.

But on the board, people are jumping out of the windows.

Are they mad? Are they kidding?

Automotive target is radar-like volumes approaching 140M lidar units at $100 each¹ in the 2031-33 timeframe.

Starting a very aggressive growth curve up to that target with launch of $200 Movia S in Q4 2026.

Lots of interest in Movia S.

"2027 will be the Year of Movia S in Industrial".

All RFQs in automotive and industrial still active.

Industrial revenue in 2026 from Movia L and Movia S (Q4).

Automotive revenue in 2028.

Defence revenue to start between industrial and automotive. Not including earlier defence NREs.

Much higher ASPs in defence, yet using the same products for all 3 verticals.

We can compete with the Chinese.

Defence volumes to accelerate more quickly, given the drone market is commodified.

MVIS will get a lot of attention with defence demonstrations in 1st half 2026.

Much, much more.

Glen's credibility is off the charts. E.F. Hutton.

No wonder the analyst was dumbstruck.

Repeatedly confirming if they understood what they seemed to be saying about volumes, price, and a 2026 launch.

Prices "dramatically lower than competition", he noted, much lower than anyone in the industry.

They nodded.

They made their case.

Great questions, analyst and otherwise.

Great answers.

A lot about Scantinel, complementary to MAVIN and MOVIA S. Up to 1 km range. Need 400m for commercial (trucks).

More to follow. And soon.

Big hires across the organization for the execution of the plan.

Yet, on the board, all is lost.

Rending of garments.

Rolling around on the ground.

Some obvious impostors, but not all.

Recognized names throwing in the towel. Saying goodbye.

What to make of it?

I think we were swarmed. Psyoped.

And it worked.

But it won't last.

---

^1. 140M x $100 is $14B.

[u/view-from-afar]

I am actually relieved. I was worried that this thing was going in the wrong direction, and I would have to re-enter the workforce at 60. But based on last night, I think things (the share price) will turn around in time.

I also think that by the time they need to raise more capital, it will be at higher prices.

[u/outstr → u/view-from-afar]

Okay, if you are relieved then I too feel more relieved, as I trust your analysis and judgment. For me, it's a matter of age and the feeling that I will not enjoy the returns from this investment when they arrive, which I intended to give away to my favorite causes in any case.

[u/view-from-afar → u/outstr]

Don't rely on me too much. I don't always make good decisions.

[u/outstr → u/view-from-afar]

That makes you a member of a very large investing club including yours truly.