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Lebby’s latest presentation is on the Lightwave website. If you mean our notes and summary ? I can provide that and will because I appreciate people who are interested to take in information and than make up their mind.
Be aware that there is a whole army of smart asses here who have already ridiculed and questioned our interpretations without even participating in the event. They don’t need additional information, because they made up their mind long ago.
will do
Atikem is a Marketing & Sales guy and it shows. He is more open and a simplifier of complex technology issues for consumption by investors. Lebby appreciates him very much and told me: ' Atikem is really, really very good with customers'. Both gentlemen complement each other very nicely, Atikem combines deep industry understanding with excellent relationship management and development. He gave me a great insights in the current business dynamics and I can better relate to his insights since I am not an engineer and certainly no sparring partner to Lebby who is a global thought leader on photonics and the ideal CEO in this complex and highly technical field with mine fields full of engineering & manufacturing complexities. Most of my contributions here the last couple of days are based on his input. The sense of urgency in the supply chain. the sudden acceleration of new Tier 1 demands on Lightwave's organization and urgency of requirements is based on my discussions with him. Engineering teams on both sides are working their asses off to make it happen.
Been there, done it. Next best option is to get a head start on the competitors and/or partners form an alliance. It requires for both parties to prioritize and work faster. From a partner perspective, it requires company leadership support, resource allocation and exersizing maximum pressure on Lightwave. It feels like being 'dragged along'.
I will take care. I assume you read Dutch?
That’s kind of happening already. It’s ‘ algo’s against the people’ . Algorithms are in fact a positive thing here. Algo’s have no emotions and will reverse course quickly if they have created the platform to make more money by letting the share price reverse course as well. The people you refer to here are hired to work on the emotions of retail investors. It’s their job, Just disregard their messages, you mood will improve.
No problem. If you get Walter’s updates you will have it already. Let me know.
Yes around 40 NDA’s. Never claimed all Tier1’s. Don’t think there are even 40 Tier 1’s. I told this board 2-3 years ago I thought there were 13 NDA’s. I repeated that number last week and asked for confirmation . That number was now ‘“ at least 3X” ( 3X 13= 39). I made it around 40. I have witnesses that heard this statement as well. I wouldn’t put a number up here without a verifiable source. Yes LWLG has decided to allocate its current engineering resources to Tier 1 companies ( not 40 ). Seems a wise business choice for the moment and yes there is a lot of pressure from these companies to make it happen asap.
Just home. Will get to you all.
Kijk in je mail.
NRDC, happened to see you post. Love you for all the enlightenment you bring to this board and especially the great, constructive contributions. Your entrepreneurial capabilities are a delight to this board.
Nice to see that the first companies that adopted PAM 4 ( development started at Bell labs during the ninetees) from 2014 onwards and jumped over the ‘ fence’ for this more complex and more expensive modulation doubling data transmission were Finisar, followed by Broadcom, followed by Marvell and Lumentum. Than the rest of the industry followed and since 2019 it’s an industry standard. Will these companies be the first to adopt our LWLG modulation which through its simplicity, cost & power savings triples data transmission? Very likely in my opinion. The urgency and need for a next jump in data.transmission speed , capacity and power reduction has become a pressing necessity. AI is the new catalyst. Lightwave has a future proof solution. The big boys want it ‘ yesterday’!
Send me your email by private post.
Really good question , please realize that timing is always a tricky issue in a select forum. It is surrounded by competitive and very much legal limitations. Realize however that LWLG can sell single modulators for integration to e.g. a transceiver company who creates its own ‘PIC’ or Lightwave can deliver PIC’s ( including all componentry and 4 modulators plus packaging) sell its own 4x 200G PIC’s to anybody. I did not hear any changes of plan.
Did see it. My answer is blocked. I would need a private email address.
My interpretation is around forty ( 40)!
Guys check your emails.
Tomorrow ok?
Natuurlijk. Geef me je e-mail adres en ik stuur wat ik heb gedeeld.
Thanks to Walter’s time and effort I was able to attend a great investor event in Antwerp with some 150 people attending. I think all Niocorp shareholders. Mark had a ‘ revealing’ presentation in that he really tried hard to invest confidence in the audience without overstepping legal and regulatory limitations. On EXIM I understood that they are at least three times a week in direct contact. It’s an educational process for EXIM as well since our mine is in the US with its own demanding legal, environmental and societal demands which is quite different from the process in e.g. Congo or Malaysia, EXIM’s usual operating field. Scott Honan is the best guy in the US to perform this educational job. EXIM progresses and a positive outcome is anticipated. Loan anticipation for 10 year’s repayment and at 10 year Treasure interest ( 4,6%). Other sources double digit interest rates. Stellantis takes more time than anticipated, high critical leadership turnover in procurement, but seem back on track. Off take and equity participation in the works. EXIM deal would accelerate interest for equity participation. Other equity parties and off take agreements available. Did not gives us Feasibilty Study timing ( since 45 day clock would start ticking), but shared the financial inputs currently available without communicating Feasibility final results. Sharp shareholders can do their own calculations. Financials imo are truly impressive better balance of niobium, scandium, titanium, rare earth ( 30/30/ 24/16 ) on higher revenue inputs, due to better extraction rates and purity levels and higher market prices , less capex, more inflation, lower interest ( EXIM)? .
Sure more to come, missed a lot. Presentation should be available soon. Sure Walter will be able to get us more details. Left event very confident: No doubt this will happen soon in 2024.
It's likely that Lightwave is creating additional in house manufacturing capabilities. Dr Zyskind , who was brought in from retirement, may not be around forever and the need for in house manufacturing capabilities to assist their down stream OSAT or CM customers/ verticals will be growing.
Exactly and before any criticism on Lebby presence: attending ( leading) these conference gives the CEO a direct source of competitive information, industry direction, technology and product innovations in a very early stage. It beats reading expensive reports. I know a few owner/ CEO’s who would start the day by studying newly published patents. With today’s Wallstreet short term financial focus many CEO’s have forgotten that splendid source of competitive intelligence. Happy Lebby follows this best practice.
I do understand that traders will use any argument to create volatility. Volatility is a prime requirement for trading, but the personal attacks and viciousness of messages seems to increase day by day. Don’t know if this driven by sheer greed considerations or a generational or cultural thing, but it bothers me a lot. Having said that looking forward to our investor meeting in Belgium tomorrow. Always good to meet fellow investors and to have an opportunity to ask questions and get direct feedback from the company leadership.
I can see the logic for this Nasdaq-only decision. For me it means less currency conversion or currency exposure. Just US dollars and Euro's.
We have sent our questions to Mark Smith and Jim Sims to prepare for our meetings this week in Europe. I am not going to publish them here, but anybody of the long term shareholders is able to guess what those questions are.
As you al;l know no new public statements are to be made to a selection of shareholders ( around 150 on Friday and 200 on Saturday).
To put some color around those questions I sent this email with Sims:
" Please realise that there is a category of people out in the market who live and make money due to the absence of news. No news is an important part of their business model and a way of transferring lots of money from long term investors to short term traders. I also am aware that past management expectations have not always resulted in the expected outcome. The share price is at 27% of the pre- reverse split numbers. Most shareholders are looking at paper losses. We want confidence and reassurance and the conviction that this management 'can pull it off'.
There must be ways of creating such an effect.
"
Here is his answer: " ...that is certainly my goal (and Mark’s, of course). It is frustrating to not be able to always communicate about the many initiatives we have underway – and there are many underway right now on financing and other elements of the Project – but we are often constrained against doing so. Mark will certainly share what he can this weekend in terms of what we have underway and how we see the road ahead. I discourage putting out specific dates on those things that are not under our direct control, but I don’t always win that argument. "
Looking forward to see a rebirth of excitement .
Good to keep a helicopter view and to keep your ear atuned to those that matter. Good we have an opportunity to ask the right questions to Lebby this week. Many of the 'hate trading gang' are indeed stuck in the mud and can't see the Lightwave light and nervously continue keep talking to themselves and crowd out this board. Good to know they will remain in their dirt hole forever and turn into worms soon.
Intel has agreed to move its silicon photonics transceiver business to Jabil last year. I guess they put their design teams on new technology, I haven’t seen any competition with MZ modulators based on silicon photonics with more than 100 Gbps per lane ( 8x100, 16x100). So Marvell’s announcement remains intriguing.
Say that again. Looks complicated with 16 and 32 lanes. Nevertheless from where do they get their silicon photonics modulators to switch 200 Gbps per lane?
Marvell Technologies announcing groundbreaking data center transceivers mid 2024 using 200 Gbps per lane and silicon photonics. Now who would be able to supply 200 G per lane modulators on a silicon photonics platform? I know only of one company! Marvell delivers its products to Google, Microsoft and AWS and they are projecting a gigantic datacenter TAM between 2023 and 2028 from 21 B to 75 B. None of these huge developments are included in the analyst projections. ‘The market’ doesn’t know ( yet).
I may assume that the ‘excessive bonus’ and the ‘ grifters’ arguments on this board do no longer hold any merit, given the executive 35-40 % bonus pay out over fiscal year 2023. I guess the 2023 performance. was a disappointment for all involved and, in hindsight, the 2023 BOD established management goals proved to be too ambitious time wise. Kind of proving that the BOD understand their professional and fiduciary responsibilities.
We can now focus on 2024 and wish management will wildly exceed the 2024 objectives.
-“ Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!”
Given the small staff and the number of customers pulling the company along this is typically the business phase just before ‘ take off’!
I can relate to this phase. It’s 24/7 staff engagement and excitement all around. Wait ing for lift off!
Proto, thanks. Indeed great update from Lebby for us , but also for new investors. Going great.
Wrong board.
Shorts are the ‘ enemy’ , ‘ competition. Why would anybody engage in civil discussion with the enemy, unless it is for surrender? Many of us here are too nice and civilized.
Bard on Google and Lightwave Logic
Yes, Google and Lightwave Logic have a partnership.
In 2021, Google and Lightwave Logic announced a collaboration to develop and deploy Lightwave's electro-optic polymer modulators in Google's data centers. These modulators are used in optical communications systems to encode and decode data signals. The partnership aims to improve the efficiency and capacity of Google's data center networks.
Exercising some more patience and waiting for deals will do the trick. Datacenters need literally millions of high fast . power efficient modulators/ transceivers. Lightwave is positioning itself to get the lions share ( MLebby)
They do but not enough to get the price to go up again. There are 84 million shares in the portfolios of retail shareholders and they cherish their possession.
Nobody of the 119 million outstanding shares is selling. If the last 30 days are any reference the majority will be our friends the shorts working to put a lid on the price to please the off market buyers.
Keep it up AO. Like your attitude.
Your opponents excel in exposing themselves ‘ day after day’ as just bad actors and terrible decision makers. Of course they continue to blame others for their mistakes . That’s the way they are wired. They don’t mind, they can’t!
Good to hear that Lightwave held demonstrations at OFC ( Yesterday’s interview Lebby at Interactive Investors) to invited parties. Big step in the commercialisation process. LWLG is ready to roll and the data center industry cannot allow itself to postpone upgrading anymore , if it wants to keep up with huge AI data requirements and the power reduction imperative. That may explain Lebby’s big grin.