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Cutting Edge Information... Thanks man for your perseverance. Bashers will bash you, but you point us to diamond information over and over again.
What are these"competing and alternative technologies"? Until you can tell us a better product compared to LWLG polymer, most longs are not selling.
Doesn't matter what anyone believes. For the stock price short term at least, the investigation is happening.
It's called Influence/Networking. The negativity spewed on this board sometimes boggles my mind.
I agree with your assessment regarding ALD. I have reflected on Lebby comment at shareholders meeting. ALD process engineering may be the challenge. But I also see Zyskind and Lebby as scientists who can solve a challenge. The article below highlights the possibilities and problems of ALD, but it's written 10 years ago so the technology has surely improved in this time.
https://www.sciencedirect.com/science/article/pii/S1369702114001436
Water consumption and power use at data centers keeps going up, up, up. Answers like LWLG polymer can provide are absolutely needed.
https://www.ft.com/content/1d468bd2-6712-4cdd-ac71-21e0ace2d048?utm_campaign=etb&utm_medium=newsletter&utm_source=morning_brew
Simple Really... If they Sign at least one revenue generating contract, it's game on. I'm pleased with the developmental technology reports from testing over the last year. Whether or not revenue comes on the timeline indicated... that remains to be seen. They always seem to have a fishing line in the water. Will the fish bite this time around?
I said the same. Business 101, but these messages get lost among all of the garbage in this forum... Gotta have access to capital to expand.
Top of my class, but I'm an old guy so I'm not as good with the put downs as you youngsters.
Tao Research...
https://scholar.google.com/citations?user=zVhI4aEAAAAJ&hl=en
The Science is real is all I'm saying. I am Chem E, but that's all I am saying on a public message board.
This is a straight up lie. Question the business plan but the science is documented.
Let's assume that they sell some devices, or a number of them. Who is going to manufacture them? Who is overseeing the supply line? Where will they be manufactured? How will they be shipped overseas? Are they ready to take even this small step forward?
You already shorted. Now you're covering. We all know the game.
Silliness...
Great work Jeunke...
That's one interpretation from the doubters and pouters. Another one is that expanding business requires available capital... Business 101. Cancel your own brokerage account and get a college degree.
Do Lebby and Marcelli care when news is released? I think not. But $100 million available for business... I don't see how this is a negative.
Ahh .. back to that silliness. That's pathetic. At least give us a challenge like you used to do when you threw up EO lab experiments on the board.
Are you older than 15?
Thanks Marco. That's a great summary of the big picture on financing of the company. A lot of the doubters and pouters on this board are good at criticizing (and it's very easy to criticize) but completely fail when it comes to providing big picture explanations. Keep up the good work. You're one of the rational conversationalists on this board.
It's more about the New Mexico project than a short squeeze. I'll take a short squeeze any day, but that's harder to predict until it starts moving above price points.
The price doesn't prove anything except short term trading points.
Well... Ted told us that Polariton doesn't matter. LOL.
Agree that he is likely a Kerrisdale stooge. He is a creative wordsmith, that's for sure. And like all of the doubters, very good at pointing out apparent contradictions by the company rather than seeing the big picture. It's always easy to critique a company or executive, especially in small companies.
LWLG is not only on the map. They wrote the map!
Yup... That's just one application. The Photonics market is massive and growing faster than most of us can imagine. Even if ML is the slimy genius projected from your imagination it's coming one way or another.
The tsunami of PIC production is coming. Don't let the shysters on this board fool you.
https://www.eetimes.eu/a-blueprint-for-the-integrated-photonics-industry/
That paper was originally written in 2022. You guys are so stuck in the mud that you can't think beyond yesterday. The point was to test the operation of of EOP material in a transceiver under cryogenic conditions.Do you think there have been some updates on materials they are using since then? Was Claudia hanging around the shareholders meeting and LWLG lab just for the hell of it? Do we have to point everything out to you guys?
Polariton: Plasmonic Modulators in Cryogenic Environment Featuring Bandwidths in Excess of 100 GHz and Reduced Plasmonic Losses
Read it. Take in what you can. Go to the bottom of the paper and see Author Contributions where J.L. "supervised this research" and Notes where J.L. has "competing financial interests".
https://pubs.acs.org/doi/10.1021/acsphotonics.4c00507
Yup, there's risk/reward for sure. Do whatever you want but don't be implying that what you do is what anyone else should be doing.
It's a massive market opportunity so the massive reward is still on the table. Blame Lebby, Marcelli, or whoever you want for not getting the company revenue growing faster, and there's plenty of blame to go around. BUT...the market opportunity remains and is growing bigger every day. That's undeniable.
Show us what is a better option at 200 GB and beyond and I will evaluate whether the market opportunity is too challenging for LWLG polymer to be successful. You're not going to show us because currently there is nothing else that's as good as Perkinamine.
High Dollars available in Quantum Computing.
Data, data, data is growing all the time. There are many important business details discussed on this message board, including legitimate critiques of the company. But the demand for what LWLG has is only growing and that demand is basically unstoppable. That keeps me here regardless of the critiques.
https://explodingtopics.com/blog/data-generated-per-day
That's not true. You're making up a story again. And anything EOP positive is good for LWLG. It's a big, big, TAM out there.
This is the advance of technology in a small company. It has nothing to do with the miraculous. It's a lot of setbacks and advances, problems to be worked out, failures and successes. Technology is at work. Business is advancing no matter what you are "feeling."
AMF is a better partnership than what it looks like at face value. They are the microcosm for what is going to become the macrocosm. The same thing is true of Swiss company Polariton and they are hosting a big photonics event because Claudia and company are the real deal.
Maybe they are shorts, maybe hired critics for the diluent industry, maybe just jackasses. Hard to say who some of these people are who anonymously inhabit these stock boards. These small companies have a hard enough time getting off the ground without critics spewing lies. Plenty of enormous mistakes were made by this company in the past. But engineering works and science can be tested. So, everything changes every day. And, at least for now, business is still happening on this one.
Well Mark... TFLN doesn't have anything near as good as LWLG polymer. We will see. One thing has become clear to me: you are Mark L. You write the same. You argue the same. You are as verbally adept. But your motive is to advance TFLN technology because they are paying your bills.
The way I look at it is QSEP is hiring a sales team without the overhead. Considering where the price is at right now, it's not a bad strategy. There are lots of potential positives and very few, if any, negative issues other than reorienting expectations on the size of deals for some investors.
Great as always Marco. In regard to number four on the negative side... Good news today on the interest rates will boost small companies stock prices the rest of the year. LWLG rollout on the 200G may hit this with about perfect timing.
About half of those articles you reference are 15 to 20 years old. If I wanted to dig in for a couple days of reading I would do it, but it's not worth taking the time to do so unless the research is up to date and directly connected with LWLG foundry process.