By klindley15, February 20, 2021
(I’m talking “I bought Apple in 1980” kind of rich)
Get in now for your chance to pocket 100 times your money as the whole world goes “spatial.”
This is an Angel Publishing LLC writer
Anyone take the plunge on this one or know what they are talking about?
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Would like to read this article, but I’m not finding a link. Any advice…thanks.
https://www.angelnexus.com/o/web/311183
orbc is my best guess, ask gummy
I finally got around to watching this – I abhor teasers without transcripts.
At any rate – the first of the three or four branches of augmented reality discussed is regarding mobile device imaging systems. He says they already make the camera for the front of the iPhone which is called TrueDepth, and are now making the back one – that would be Lumentem (LITE). He also states they have a projected $60 billion market cap at 10x current and they are at$ 6.82 so it certainly fits. Unfortunately, at this time, they are in a showdown with II-VI (IIVI) to buy another industry player Coherent (COHR). Whichever of those two wins that little war will likely win the market so I will wait for the dust to settle.
Then he ventures into e-commerce software companies of which there are quite a few such as Vertebrae and Spatial… I’m not too sure what is being pitched in this segment so if anyone has any insight feel free to chime in.
Third is health industry applications; a field which also has a bunch of private players such as BrainGaze, AccuVein, ClinicalDesign, etc.. He then talks about first responder applications in the field with a 5g enabled device of which BadVR, U.Group, and Vuzix all fit the bill somewhat. Of all these mentioned I think VUZI is the only one public so that makes that easier to lean towards VUZI
Finally, a brief discourse on AR in the manufacturing realm which doesn’t appear to be about the usual robots will take over the world spiel as much as software so is probably ATOS , PTC or another established name.
I know I left a few holes but hope this helps some.
It’s taxing to do all this research, especially with no transcript… which is why I am going to keep paying Travis to.
Regards
St Patrick’s Update on IIVI vs LITE in bid for COHR – analysts say LITE overbid by 1 billion and could kill their chances by being overly aggressive
being taken private by GI partners guess thats why its in an angel investor promotion, makes sense