Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I hear you Matt, but they initiate coverage on pre-revenue companies all the time. That's what they get paid to do...
I think we are a lot closer to coverage than we might imagine...
F2
I cannot honestly imagine how nervous I would be to be on the hook for so many shares short with no exit strategy. That fact that they can watch developments and still believe this company will not be in a venture with a Tier 1 company or simply bought out at a much higher price in the VERY NEAR future is astounding. All the hand writing is on the wall. 10,000 industry experts, partnerships with foundries and new/fast movers with new technology all point to adoption... it's insane to be on the hook for that kind of bet against the company. But to each their own. I smell fear personally...
F2
Serious question. At this point now, how close are we to an analyst beginning to initiate coverage of the company? I know we have been told there are 6-8 who are in dialogue all the time... I would think we can't be far off after yesterday's after hours release. That would be a game changer very quickly ... my personal feeling is we just got to where I could see it happening at any point now. Thoughts?
Best to the longs,
F2
I will changing my laughter to say, I sure hope you are right!!! I hope there's a rumor and that it's true!
F2
Much, much appreciated KCC... very exciting and reflective day. Playing 3D chess with Dr. Lebby to anticipate the next move coming!!!
F2
Now that’s funny X…
But I hope you are right!!!
F2
Couldn't agree more ... this puts pressure on all around among Tier 1 prospects under NDA's now... and my oh my, well done Polariton!
Not IF but how fast a Tier 1 moves in toward us in some aggressive fashion, either deal or buyout offer... exciting days. Anything can happen at any time now going forward.
Huge all around.
F2
KCC, so two questions for you.
1. In the past, did you said you didn't believe Polariton could make for an acquisition target for LWLG or was that a different company (I think it was, Silorix?)
2. Would it possibly make sense in the present for us? Footprints in 2 continents, development to compliment chemistry. I know it's just one way of advancing the tech, but what do you think?
Thanks,
F2
I love this line from Polariton... "This device enables ultra-high bandwidths, which are extremely well suited for next generation internet and optical networking transceivers that require 200Gbps per lane today, and 400Gbps per lane soon." They are strutting like a peacock and they should. Good on them for great development. Exciting times for both companies.
Packaged Product
Packaged Product
As Proto has been saying... all existing legacy technology just got jumped... big time!
Now, who's next. Dominoes will fall in place soon imo.
Best to the longs,
F2
A formal press release after hours of joint packaged product... https://finance.yahoo.com/news/lightwave-logic-polariton-jointly-showcase-200500762.html
Our day is coming. What would happen, for example, if NVDA, Google, Meta were associated with us tomorrow? Or Intel, Cienna, etc.. We know it would be crazy. We are so undervalued. The company is in quiet mode for purpose. And I still believe what KCC said a few months ago. Expectation inside the company is to conclude the year with multiple Tier 1 agreements. POET’s rise will be NOTHING vs the sustainable meteoric revaluation we will experience…
Our day is coming…
F2
I only disagree with one thing in the summary. Chance of paradigm shift by lightwave logic honestly is like 98%… they HAVE the ability to save data centers millions, each one, each year in cooling costs… they have everything patented, they have done all reliability testing. No technology can advance with anywhere close to the ability that this company has. No one.
It’s about when, not if at this point. That’s what the last 7-8 years with Dr. Lebby have all been about.
The stone has begun to roll. Someone (Tier 1) WILL blink soon and make the move. Move or get run over and left out. That’s where we are at now…
But I like the summary aside from that. I just see as an 18 year shareholder the present reality differently.
Thanks for your contribution …
F2
I didn’t read far enough in my excitement… this is the 2nd year in a row winning this award as the technology has matured!!! The stone of acceptance is rolling and with massive implications!!!
After what KCC said yesterday, I was ready to concede to POET but it’s obvious, the industry knows what this means. Time for the big boys to move. Shorts are screwed in the end, no two ways around it!!
Best to the longs, (now really back to work)
F2
I think Polariton’s announcement is huge. Yet it simply applies pressure. Fear/Greed are the constants here. How fast will someone make a move to commit to public partnership and get first mover rights and privilege. (I am only talking about Tier 1 here). Sunday’s announcement, let’s everyone know that it is happening … And it’s created real ability to leapfrog technology completely that is today’s, with headroom for tomorrow and beyond. So which Tier 1 commits and how fast?
That’s happening in the background now… the public side of the revealing can’t be much longer…
Best to the longs (and back to work for me)
F2
POET's rise is all the proof I need to be patient. Before today's 'pump' (which is irrelevant), to see it add market cap like it has ... is absolutely is a 'tell' to me of what will happen with LWLG once we come out of quiet/Tier 1 silence mode. Nice accumulation today.... Our time is coming ...
Best to the longs,
F2
Nibbled today. Have to believe we have to be close to Tier one deal. Great affirmation today from Polariton. Think it can only be a very short period of time from here. Continuing to hold and accumulate. I just don’t post hardly at all anymore.
Best to the longs,
F2
Welcome short. You have a history of 2 whole days of posting. Go ahead do your short thing here… but I already have you on ignore. Your post is too funny btw, shows how much you don’t know what’s going on with the company…
Best to the longs,
F2
Which really could come at ANY time now. Several talking about multiple Tier 1’s by eoy. It’s now almost August. The wait should pay off handsomely AND soon.
Best to the longs,
F2
Red, not sure what you are asking/saying... did you get this email from Polariton as an investor in Lightwave? Are you on an email list directly from the company?
Best to the longs,
F2
Think, you believe that’s where we are now and that’s the accumulation we are seeing?
F2
You are no kind of shareholder. You aren't. What ... are you going to flip and be excited when we announce a partnership with NVDA or Intel or Google? Will you be happy all of a sudden if the share price is 50 or 100? (AND it WILL be!) I will cast a pall on that thought. Don't, don't even ... when we get there and it will be soon, don't even change your tune.
No true shareholder does what you have done, none!
F2
The phunny thing here X is no matter what, their non-sense isn't going to change mine (and many here's) investment thesis on the company. They only affect share price when they choose to show or they choose to return. The res of he time, this is being smartly accumulated here. They are petrified I believe simply because they know they got it wrong and are in deep here..
Best to the longs,
F2
Lots of shorts here in Long clothing. I somehow think we are really, really close! The quiet is goin to be broken, company is working like crazy to align with Tier-1's who have to have this technology. I can't wait to experience the fruition of a great investment.
Best to the longs,
F2
Vein is short. It’s his Schtick. He has been doing this the whole time as a short pretending only to be an insufferable long. It’s all a guise…
I continue to hold and wait. Best to the longs,
F2
Thank you. Great post. Best to the longs,
F2
Exactly right Walter. Thanks you always...
F2
I agree... and at the same time, you don't make this correction without the sure knowledge that you can accomplish this goal. Was it a communications screw up, "Yep". Will a partnership happen with a Tier 1 before the end of December. Absolutely ... or you are right, they will be under pressure that the stock hasn't seen before. All of that said, while the market punishes for messing up, I am quietly excited... I know a deal is now coming in the next 6 months and 27 days. I am patient, I can wait. Been here since 2007. When a deal is announced with a partner, everything changes and this company will be worth 20, 40, 50 bucks and beyond faster than you can spell "Lebby"
I have complete faith still in Dr. Lebby to complete what he started. Now, he may not know how to get the market excited to build value, but announce a deal and then another, and there will be a LOT of value... and he won't have to talk about it...
Best to the longs,
F2
Scope, et. al, they are ALL short. This board has been great since the ASM with real knowledge and reflection. That side has made their bet, I know they will get caught and will pay in triple one soon day. Let’s keep reflecting (I am simply encouraging us who really hold shares) by making the board great with real information and dialogue. I have about 30 profiles on ignore, I encourage all of us to do the same. But from our end, let’s keep making solid contributions. Hearing what came from first hand meetings and conversation as well as re-reading Dr. Lebby’s own words, I couldn’t be more encouraged. (I always have to re-read, re-read and re-read some more.
We sit in such a great spot now.
Best to the longs,
F2
I just want to thank everyone for the great, truly insightful contributions today on this board today. I have learned a lot from many. Of course some will try to drag this back into the mud. Don't let them. I have like 30 on iggy here. Let's keep focusing on the contribution side of things here. KCC, Druid, X, Marco and others, thanks for your reflections. A great day on this board and in the market. Many longs have accumulated significantly and the dialogue has been insightful for those wanting to learn more. Nice price rebound as well. ; ^ )
Best to the longs,
F2
Thanks Druid. That’s what I was really hoping you would confirm, was that this was what was needed to be ultimately tested inside a transceiver. So that would imply we pretty far along if we are able to do that (which in layman’s terms, is what I was trying to understand better.). I sincerely appreciate you taking time to help me (and I am sure others as well), understand better.
That’s what makes this board great. Again, sincerely appreciate.
Best to the longs,
F2
He's not long... it's part of the overall short profile here. We collectively just need to ignore this individual and all the other collective shorts.... and if I am wrong (but don't think I am), we all need to ignore him just the same...
Best to the longs,
F2
Thanks... so trying to understand better. At that point, customers would have what they need to do what exactly? Thanks... I am a long time shareholder and some of the technology is beyond me at this point, though I am always trying to learn more.
F2
KCC… what is the significance (i just looked up the definition of ‘arrayed’)... what is the significance of shipping out arrayed modulators? Try to better understand. Thanks …
F2
Great work Gio. I really appreciate this. I was frustrated at first ‘listening’ to the presentation but I have learned with Dr. Lebby that I have to go back and listen close to what’s been said. My take from merely ‘listening’ from a distance is that he wasn’t willing to give us timeline/guidance on anything because there are too many variables. The reports from the labs all confirm this in their own way. If if takes more time for a Tier 1 to get to the finish line with the company, so be it. BUT, it is still a race between large companies that want our solution. So, that pressure from the FOMO is very real and a factor in keeping the gas on the pedal.
And the wild card of being bought out at any time by a massive player is always a very real possibility. Honestly, just say NVDA wanted it. No price would be a big deal to them. Just making a point only…
I added a good bit for me, and want to sincerely thank those that have privately emailed me and posted here. I am more grateful for you than you know…
Best to the longs,
F2
I have accumulated today. Best to the longs…
F2
KCC, I appreciate the questions for one. Also, as for market reaction, it is what I would expect at this point when the company isn't giving guidance basically on anything. Now, there may be (and probably are) very good reasons why Dr. Lebby didn't/can't give any guidance... but this is not a surprise to me. If you are at a point where you keep saying, "We aren't going to give guidance on that", it does become a field day for shorts and becomes a frustration for longs. Honestly, we were told we were going to get "more granularity" and then I don't think in the presentation that's what we received at all.
Now that said, I think, (as some have mentioned here) that we are just talking about things being this way for now, until Tier 1's make deals. I still bet on the sooner side of things, but maybe that's pushed a bit from my own expectations, as I now understand better what it takes for a Tier 1 to implement a re-architecture of a data center.
The need is still yesterday, and I still expect dramatic moves and swings with this company in the future. I will watch every day at 8:31 to see if this day is "THE' day... and I still expect shorts will get caught terribly one day. So laugh or manipulate away this day, but the long thesis here will happen and that will be our day.
But I am not surprised, you can't have everyone fly out for an ASM, then tell them, "we aren't going to give you any guidance" several successive years without paying a price for it. So in the short term, until that changes with material developments or voice from the company, here we sit.
Thanks KCC for your questions. I appreciated them all. Not right for Jim to say that at ALL.
Best to the longs, our day is still coming,
F2
An order for me just filled as well. Can't wait to hear more from those able to be present at the ASM. Thanks X.
Best to the longs,
F2
Indeed Scope, that's what I await as well...
Best to the longs,
F2
I wondered that as well with a friend today. I mean, we were given no guidance. We all know the incredible development happening within the company. Seemed to me like the lawyers put the strongest kabosh on saying anything. And the shorts take short term advantage. I had the same feeling, personally, like had someone very large stepped in to talk acquisition. Maybe not. But today did seem weird to me listening in from a distance.
Best to the longs,
F2
That a gentleman! Me too!!!
F2