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Microvision - Super turnaround case


71860 Kaizers 12/3 2015 10:09
Oversigt

Dette lille amerikanske selskab med en beskeden markedsværdi på USD 120 mio. har netop indgået en flerårig licensaftale på deres PicoP (en laserbaseret micro-projektor) med intet mindre end Sony, der betaler USD 8 mio. upfront i initiallicens, samt royalties pr. enhed, samt køb af nøglekomponent fra MVIS. Det må siges at være en solid validering af selskabets teknologi og patentporteføljens styrke.

Sony forventes at lancere flere produkter med PicoP i indeværende år. Derudover forventes flere aftaler med andre selskaber - bl.a. siger MVIS, at projektoren forventes lanceret i en smartphone i H2 2015. Noget kunne tyde på, at det drejer sig om LG eller Samsung.

I øjeblikket anser jeg selskabet for at være en value-case, da der over mange år er investeret USD 500 mio. i udvikling, hvilket har kastet 500-600 patenteraf sig.

Om ikke så længe kan det udvikle sig til at blive en af de mest interessante vækst-cases længe set, forudsat at casen udvikler sig som forventet/håbet, og at selskabet ikke bliver opkøbt i mellemtiden.

Men som man siger - do your own DD ...

Yderligere information findes bl.a. i selskabets netop afholdte Q4 2014 Earnings Call Transcript:

http://seekingalpha.com/article/2988686-microvisions-mvis-ceo-alexander-tokman-on-q4-2014-results-earnings-call-transcript?page=1

Og ellers er der en del vidende og dygtige skribenter på Yahoos board - men også en hel del støj, som det kendes fra andre sites:

http://finance.yahoo.com/mb/MVIS/

hilsen Kaizers



12/3 2015 10:10 Kaizers 071861



Microvisions PicoP modul er for nylig blevet lanceret på markedet i Celluons PicoAir og PicoPro projektorer.

Det formodes at baggrunden herfor er, at Microvision og Sony derved har kunnet få etableret og indkørt de første produktionslinier.

Her følger nogle anmeldelser:

"I have to say that the Celluon PicoPro projector has greatly surpassed all of my expectations. I went in thinking that it would be a cool little portable projector to tag along with my gear. You know, for fun. I wasn't anticipating a powerhouse coming from the size of a smartphone (roughly). It's bright, it's sharp, it's silent, and you can enjoy a full movie (and then some) before having to recharge."

http://www.technologytell.com/hometech/107808/technologytell-review-celluon-picopro-laser-projector/

"What struck me first about the PicoPro was just how compact it is. It's virtually the same size as my iPhone 6 Plus, but about 1/2″ thick. And it weighs just a hair more, at just 6.7 ounces. It's also completely silent while turned on, since it needs no cooling fan.

Regardless of its limitations, the PicoPro is a marvel of modern technology. If you had told me 10 years ago that I'd have a projector I could carry in my pocket, and required no external power supply or wires, I would have thought it was pretty far-fetched."

http://technabob.com/blog/2015/02/08/picopro-pocket-laser-projector-review/


Like most things that come in small sizes, pico projectors have always been a big disappointment.

Called "pico" because of their portability and battery power, the diminutive projectors in this class have typically been underpowered and underwhelming. Almost by definition, projectors need to be big and bright enough to throw a lot of light at the screen.

So it's a big surprise that Celluon's new featherweight pocket-size PicoPro is a heavyweight champ. I was prepared for it to suck - but was surprised and delighted when it turned my living room wall into a 150-inch cinema screen.

Connected to my iPhone 6 Plus (it's about the same size, though twice as thick), the laser-driven PicoPro is capable of throwing a big, bright, razor-sharp picture on the wall in full 720p HD glory.

It's battery-powered and silent, dead-simple to use, and can be slipped into a jacket pocket. It's a great little portable projector that goes way beyond my expectations.

http://www.cultofmac.com/310703/celluon-picopro-projector-review/



13/3 2015 06:26 Kaizers 071873



Lidt supplerende informationer om teknologien og selskabet:

http://mirro7.blogspot.dk/2015/03/microvision-opportunity-of-lifetime-in.html

http://petersmvis.blogspot.dk/

På ovenstående blog findes et righoldigt udvalg af interessant og relevant materiale, bl.a nedenstående beregninger af lidt ældre dato, der ser ud til at være blevet en del mere realistiske på det seneste:

http://petersmvis.blogspot.dk/2014/07/what-is-microvision-worth-doing-math.html



13/3 2015 06:57 Kaizers 071875



Hvad får man når Sony kombinerer PicoP med denne mobile enhed ?

http://petersmvis.blogspot.dk/2015/01/sony-digital-tv-tuner-for-mobile-devices.html



TRÅDOVERSIGT