Just like real quicksand, panicking is the worst thing you can do. MVIS is showing solid support well above where most of us bought in and the picture is only getting better. The trading range is wider than I'd like to see, but we broke the downtrend and appear to be back in a consolidation pattern again.
MVIS on track to deliver the LRL samples in April.
MSFT entering production for IVAS deliveries due later this year.
Automotive LiDAR market estimates continue to go up.
MVIS continues to build an outstanding leadership team and fill key positions for production/transition (though this makes some people nervous that they will just continue doing business rather than aggressively pursue a deal).
I would still recommend tempering expectations on a possible M&A deal. Look at projected automotive lidar revenues from companies like Luminar and Velodyne, then apply those types of estimates to to figuring out what a realistic valuation might be. If a company does $1b in revenue, what would you expect their market cap to be?