StockInvest_us
Posted - 1 day ago
Signal alert: $AEVA - PivotPoint bottom https://stockinvest.us/l/1whR7kQuqs
chris333
Posted - 2 days ago
$MVIS $LAZR $AEVA $INVZ Because ALL traditional automotive suppliers like Bosch left the lidar market (except Valeo) and Chinese lidar companies are too risky to use for western OEMs, I expect for all these lidar suppliers new all-time highs soon. With 70 million cars produced per year, 1-6 lidar units per car, the market is big enough for all of them AND not all big OEMs will rely on the same supplier. Because of competition and risk management. The big OEMs like VW might even chose two lidar suppliers.
Investinbaconfuturesx2
Posted - 3 days ago
$AEVA Aeva gave plenty of hints that they were doing some development for Audi over the years. Still havent landed any win there. Mobileye confirmed yesterday that Audi will use their chauffeur program which needs lidar. Mobileye also suspended their FMCW lidar program because TOF lidars are more feasible and they are giving them the price point they want. They arent using FMCW for that chauffeur program if they are actively pursuing TOF 3rd party suppliers and said they are happy with them.
ColdHardFacts
Posted - 4 days ago
$AEVA $LAZR @ThatNewGuy @chris333 I am not sure that I would agree that Luminar 3d lidar is the best out there. Aeva's 4D lidar offers instantaneous velocity, camera like resolution, interference free detection, maximum detection range of 500 meters, and a maximum field of view of 120 degrees by 30 degrees. Not bad if you remember too that it's automotive grade in a small form factor size that can be mounted behind the windshield or on the roof. And let's not forget automotive mass production ready in 2025.
I just read that Luminar Technologies has a consensus rating of Hold which is based on 4 buy ratings, 2 hold ratings and 2 sell ratings. The average price target for Luminar Technologies is $3.00. While 4 Wall Streets Analysts say Aeva Technologies's analyst rating consensus is a Strong Buy with a $4.94 price target, and received 5 Buy Ratings, 2 Hold Ratings, and 0 Sell Ratings.
chris333
Posted - 4 days ago
$mvis $lazr $invz $aeva Who thinks the same?
chris333
Posted - 5 days ago
$MVIS $LAZR $AEVA $OUST $INVZ This will not have impact only on US car makers. This will also prevent EU and even Japanese car makers to use Chinese lidar units as they will not make different cars for EU, Japan, and US. So, Chinese lidar makers will not have any relevant business outside China.
L4vel
Posted - 5 days ago
$OUST $LAZR $INVZ $AEVA $MVIS Just google 'US to propose ban on Chinese software, hardware in connected vehicles' and see how many articles have appeared in the last 24 hours! Could boost all lidar stocks tomorrow!
L4vel
Posted - 1 week ago
$OUST $LAZR $AEVA $INVZ $MVIS Introduction of this bill/ legislation is still the most important development from the past week: 'prohibit the U.S. Department of Transportation (DOT) from entering into, extending, or renewing a contract with or awarding a grant to an entity that uses or procures light detection and ranging technology (LiDAR) from certain foreign entities, particularly China. '
L4vel
Posted - 1 week ago
$OUST $LAZR $AEVA $MVIS $HSAI Federal bipartisan legislation introduced last week would prohibit the U.S. Department of Transportation (DOT) from entering into, extending, or renewing a contract with or awarding a grant to an entity that uses or procures light detection and ranging technology (LiDAR) from certain foreign entities, particularly China. https://transportationtodaynews.com/news/33858-newly-proposed-bill-would-prohibit-usdot-using-lidar-from-foreign-adversaries/
Metoko9
Posted - 1 week ago
$AEVA 3.30 close today
L4vel
Posted - 2 weeks ago
$MVIS $LAZR $AEVA $OUST $INVZ With its focus on smart infrastructure Ouster will likely benefit the most!
ColdHardFacts
Posted - 2 weeks ago
$AEVA It would not surprise me if Mercedes Benz, MB chooses 4D Lidar technology over the ToF lidar given Aeva's multi-year partnership with Daimler Trucks, DT. Remember AG Daimler is the parent company of both Daimler Trucks and Mercedes Benz. So it only makes sense, in my view, that the other top auto OEM that Aeva is working with might be MB. Especially if you consider that Luminar was initially supplying their ToF lidar to DT. Of course that did not work out. Now could MB be looking for a 4D Lidar that enables driverless vehicles to travel at highway speeds? Watching this space...
chris333
Posted - 2 weeks ago
$aeva is at IAA Transportation next week. https://exhibitors.iaa-transportation.com/company/Aeva--3808327
Noblegeorge
Posted - 2 weeks ago
$AEVA @EzatInvestor no offence, you've clearly attempted to do some real due diligence but you're just wasting your valuable time. Here is the cash flow statement for the year to date. You'll note that they have used $60 million in cash. As i said before, that is $32 million in Q1, and $28 million in Q2. This is not contestable.
EzatInvestor
Posted - 2 weeks ago
$AEVA In my first post, I was supposed to attach this screenshot btw.
EzatInvestor
Posted - 2 weeks ago
$AEVA 2/2) The company has burned $43 million in the second quarter & $78m in the first two quarters of this year. With a $40m average cash burn rate & $33m in current liabilities, Aeva will hardly have $90m in cash & marketable securities by the end of September 2024 (after deducting short-term liabilities). $88m in cash & marketable securities will hardly be enough for 7 months of operations after Sept 2024.
EzatInvestor
Posted - 2 weeks ago
$AEVA 1/2) By end of June 2024, the company had $23m in cash & $136m in marketable securities. It had $32m in current liabilities & $38m in overall liabilities.
Noblegeorge
Posted - 2 weeks ago
$AEVA CEO mentioned in a recent conference that Mercedes are looking to achieve ADAS at highway speed and while he didn’t outright say it, seems to me that could be a hint
EzatInvestor
Posted - 2 weeks ago
$AEVA @Noblegeorge My logic is based on data & financial filings. Go to www.sec.gov and check it for yourself.
chris333
Posted - 2 weeks ago
$AEVA price should continue to rise this week when more realize that one of the biggest competitors left the lidar market. Mobileye was the only relevant FMCW lidar competitor for $AEVA. I wrote for years that Mobileye lidar is too big, produces too much heat, is too late, and too expensive as well as too bad. But this was not priced in and I think no one expected that Mobileye would close the lidar business completely. At least not now.
L4vel
Posted - 2 weeks ago
$LAZR $INVZ $MVIS $AEVA $LIDR
YoYo2021
Posted - 2 weeks ago
$AEVA $INVZ $MVIS I think Microvision management is holding tight those PRSU price targets upto $36 per share via a business transaction. Squeeze price could be much higher soon.
Noblegeorge
Posted - 2 weeks ago
$AEVA amongst other factors mobile-eye cited today for shuttering their lidar unit, they stated “Continued better-than-expected cost reductions in third-party time-of-flight lidar units also contributed to the decision to shutter internal FMCW lidar development, the company added.”
Is this in reference to AEVA I wonder?
Noblegeorge
Posted - 2 weeks ago
$AEVA anyone have an educated guess who the top 10 passenger OEM that they are close to signing could be?
Deal size apparently as big as Daimler. To be used at scale across multiple product lines. With the centre of excellence in Germany seems likely (but not definite) that it’s one of the Germans.
chris333
Posted - 2 weeks ago
$MVIS If you check my posts some years back, I was 100% right which lidar products are bad. Bosch, Continental, Mobileye - I predicted that all! And I predicted also that $MVIS will lead the automotive lidar market followed by $AEVA and $INVZ. Looks like that I am fully right here, too. 😆 These three are buys. $MVIS target is still $20-$40, short term $10.
chris333
Posted - 2 weeks ago
Today is a good day for ALL lidar companies. With Mobileye one strong competitor less. All big companies now left the lidar market (Bosch, Continental, ZF, $MBLY, Intel, etc.). Not that Mobileye would had had any chance as $AEVA was years ahead for FMCW lidar but now AEVA would clearly lead FMCW lidar. On the price sensitive front - and that is the high volume market - clearly $MVIS is best. It has the cheapest base technology. $INVZ could be bought soon by $MBLY. Israel companies stay united. $LAZR would be left at the end with its expensive outdated mechanical lidar with some special customers that need very long range. Valeo could also leave the market. Also outdated mechanical base technology but lower range than Luminar lidar. $MVIS BUY: Short term target $10-$20
