Hi all, apologies I know this isn't exactly considered a value stock, but I didn’t get much feedback elsewhere and wanted some perspective from this community.
I came across this company recently and thought it looked interesting. They develop LiDAR sensors and perception software for autonomous vehicles and related applications. Apparently they have partnerships/collaborations with Volkswagen, BMW, NVIDIA, Mobileye, and Daimler.
From what I can see so far:
Revenue appears to be growing year‑over‑year
The company is not yet profitable and is burning cash, though net burn seems to be decreasing overall
Shares have also been trading down significantly from prior levels
I’d still need to do a lot more research before considering a position, but I’m curious if anyone else here has looked into them. Are there any major red flags you see? Do you think it could potentially be a long‑term hold from?
Thanks in advance!