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Vuzix has gone from pioneer to manufacturer of smart glasses and
other HMDs (head mounted displays). It also develops the
associated software to run the devices and integrate their use
with smart phones and computers. I think the waveguide technology
used in the Blade is the best approach for non-commercial use, but
though the big
bet on Atomistic and microLED looked like the right
technology pairing, I cited it as very risky from the start. I
was way out in front of the market in showing how the risks from
that development deal had compounded,
and discontinued coverage when that became official.
The company does hold many patents awarded or pending, which may
help it hang around in the presence of more powerful competitors
like Alphabet, which I still cover privately, much like Microvision
has. However, as with most GRoDT companies, dilution
is a recurring problem. Investors often fail to realize just how
hard mass manufacturing can be, and I hope that early warning in
the face of Vuzix self-promotion was of value to subscribers.
Updates: |
-3 |
Vuzix 1Q22 results | 16:20 10-May-22 |
+1 |
WFS 1Q22 results and more | 08:40 09-May-22 |
-1 |
jobs, AES and Telus 1Q22 results & much more | 09:24 06-May-22 |
+2 |
Fed, Ebix 1Q22 schedule and more | 15:22 04-May-22 |
?2 |
PHP expansion and Vuzix 1Q22 schedule | 18:55 25-Apr-22 |
+2 |
weekend developments | 08:08 04-Apr-22 |
+1 |
Ebix red herring and more | 13:44 11-Mar-22 |
?1 |
KNTK offering, Schlumberger SEES and more trade notes | 07:18 09-Mar-22 |
-4 |
Vuzix 4Q21 results and eMagin schedule | 08:17 03-Mar-22 |
?3 |
Vuzix 4Q21 schedule & market thoughts | 09:16 14-Feb-22 |
?1 |
Google lawsuit, looking ahead to the midterms and more | 10:33 18-Jan-22 |
?2 |
macro, Ebix and GRoDT updates | 09:05 13-Jan-22 |
+2 |
Shell 4Q21 update & schedule, plus CES22 wrap | 08:36 07-Jan-22 |
?3 |
Vuzix, Log4Shell and Santa Claus rally thoughts | 15:43 28-Dec-21 |
+1 |
spin offs, OMIBs, dividends, hydrocarbons, EVs and more | 09:07 08-Dec-21 |
+1 |
jobs and GRoDT news | 10:13 03-Dec-21 |
-3 |
WFS and Vuzix 3Q21 results | 17:21 08-Nov-21 |
?2 |
Xebec research grant, MACom, Vuzix & PPL schedules and more | 11:31 21-Oct-21 |
+1 |
employment, plus follow-ups and a look ahead | 09:41 08-Oct-21 |
+2 |
pre-expiration market notes and GRoDT news | 09:08 17-Sep-21 |
+1 |
app store harbinger plus Amsc and Ebix news | 10:12 31-Aug-21 |
-3 |
Vuzix 2Q21 results | 16:17 09-Aug-21 |
?2 |
Nokia, Shell & Covanta 2Q21 results and much more | 08:29 29-Jul-21 |
?2 |
WFS & Vuzix 2Q21 schedules and Schlumberger 2Q21 results | 10:28 23-Jul-21 |
+2 |
Orbital solar contract and Lumen video distribution | 12:43 09-Jun-21 |
-4 |
Vuzix 1Q21 results and Orbital schedule | 16:59 10-May-21 |
?3 |
Westport & Vuzix 1Q21 schedules plus LNG & tech news | 17:43 22-Apr-21 |
-5 |
MagnaChip going private, Vuzix placement | 13:43 30-Mar-21 |
+2 |
eMagin 4Q20 results, Schlumberger Lithium, and much more | 12:51 18-Mar-21 |
?3 |
Vuzix 4Q20 results | 17:47 15-Mar-21 |
+1 |
Xebec & eMagin 4Q20 schedules, server move, and much more | 14:02 11-Mar-21 |
?3 |
GRoDT schedules, Clearway 4Q20 results and more | 16:22 02-Mar-21 |
?2 |
adding PPL plus weekly wrap notes | 12:41 26-Feb-21 |
+1 |
PPL 3Q20 results, Shell LNG schedule & sale and much more | 10:15 18-Feb-21 |
-2 |
RESN and communications developments | 20:19 02-Feb-21 |
?3 |
Intel VUZI Preferred Share redemption | 18:23 29-Jan-21 |
+2 |
AES 4Q20 schedule, Virtu Analytics APIs and more | 09:53 25-Jan-21 |
+2 |
Shell & ABB schedules, Vuzix preliminary results and more | 10:36 15-Jan-21 |
?1 |
BGC & Covanta 4Q20 schedules and other market notes | 17:40 13-Jan-21 |
?2 |
Vantage U.K. inclusion official and more | 19:48 11-Jan-21 |
+2 |
Virtu 4Q20 schedule and GRoDT market thoughts | 10:37 30-Dec-20 |
?1 |
Nokia second strategy update and Fed preview | 15:35 16-Dec-20 |
?2 |
Wednesday presentations & more | 19:34 14-Dec-20 |
+2 |
Golar share offering | 09:19 03-Dec-20 |
+1 |
Resonant automotive shipments and more | 09:15 10-Nov-20 |
-5 |
Vuzix 3Q20 results | 16:21 09-Nov-20 |
?3 |
Alphabet & other megacap earnings plus Vuzix 3Q20 schedule | 21:22 29-Oct-20 |
+2 |
Amdocs 4Q20 schedule plus Intel, ABB & Mavenir commentary | 10:34 23-Oct-20 |
?1 |
macro and minor updates | 09:46 15-Oct-20 |
+1 |
Resonant preliminary 3Q20 results and more | 09:29 07-Oct-20 |