As if we needed another driver :)

Existing AND New data server farms.

https://www.zerohedge.com/technology/disconneced-29-billion-people-still-offline

https://www.zerohedge.com/technology/disconnected-29-billion-people-still-offline

As Lebby stated during presentation, we all know what is going to happen. This is a sunrise business. Plus LIDAR plus Healthcare plus AI.

Thanks, Steve! Best to date and a very relaxed presentation. Just Lebby telling them how the cow will eat the corn. Confidence in LWLG could not be any higher.

Matty, wholeheartedly agree. I did at same age when my wife was getting one. Thought we should share this moment of getting older together. Cut out three polyps. My wife had polyps removed also. Went back three years and none so back on five year. The anesthesia is great but wish the prep tasted like Dr. Pepper.

Nice chunky buys at $19.55

I will be so excited when foundry/partnerships get announced, then revenue guidance can start to be provided by LWLG. There will be no denying the numbers and P/E for hockey stick growth. I posted before about valuation assumptions which get pretty crazy if they can achieve even 10% TAM.

I still believe a CFO hire is the last senior management piece of puzzle. If they do not hire a CFO, I am going to go out on a limb and predict they are mulling a buyout in 2022, but I certainly hope not. I want shares to reach full value relative to the market share of TAM. Ubiquity is my valuation threshold.

Yes, it was Ron!

The share price increase is reflecting acknowledgement by select institutions and individuals that know true value is much, much higher. News seems to always leak and this time is likely no different which is why Retail investors usually get left behind. There are very few opportunities to beat the "smart" money to a generational investment but happy it happened as our returns will be larger. I was, like most of the Longs, 10+ years too early but that is all academic at this point once this highly speculative investment hopefully becomes the next NASDAQ darling. The OTC provided an opportunity like no other as an IPO would have placed us behind the "smart" money. Lebby's execution and investments from Longs to keep this going cannot be understated.

I still remember when it was TDON and talking every month or so to the guy promoting stock and doing PPs. I think his firm was in Vancouver or Seattle, but cannot remember his name but would know it if you told me. That was back in day when I had to read Investors Business Daily to get OTCC quotes. I remember asking this guy, Hey, this technology could be huge, right? And he said yes as long as the scientists could pull it all together. Well, it took some time and while smart money does not like dead money, I think it is safe to say this money is on fire.

Agree, seems like Intel is just entering the birth canal and LWLG is in puberty. So far behind.

PG, you light up my life. EOM

Rickman mentioned consumer medical results on biomarkers will be announced in December. After hours trading is showing life.

I listened to the conference call and would recommend to others who have not. Things appear to be accelerating for both Med Tech and Consumer and it is being driven by customers. I think the revenue guidance may be sand bagging as a result.

Hard to beat Buzz's Ubiquitous. That is the golden child and generational. I would add to dream of $100/share within 6 months and then 3 for 1 split. Back to $100 by end of 2022. No buyout.

Rkf302, same here. I am praying that LWLG will allow me to payoff my daughter's Vet school loans. She is in her second year.

Answer is Rockley Photonics

Definitely agree. When I read that their technology is 1 million times more accurate and can monitor more biomarkers it revolutionary for Healthcare.

Spartex, I would mention MVIS and Nvidia for LIDAR as well. Also look at Rockley Photonics last PR. It uses same terminology.

$12.70. Only 781 shares traded.

I purchased some as well. Excited about target market potential for their health monitoring technology driven by photonics.

Frob, I think that was me. Dillsforchrist is my Reddit handle.

This was part that definitely perks the ears and seems like it begs a foundry announcement in November to validate this foreshadowing comment.

PG, you are so awesome! LWLG checks all the boxes as the science is unreal and when ROI is so compelling there is literally no chance of legitimate dissent on investment go/no-go decision among our future customers and end users.

Yes but backlogs reported by Foundries and LWLG revenue guidance will confirm sooner.

Agree, also really like when he repeats ubiquity. It is a powerful word and Lebby is careful with his words.

Institutions work as well. The demand of shelf is a very good thing.

This leads me to believe the $100mm is spoken for already (partnerships).

Vein, I am an investor not a trader so not concerned on day to day prices. I added more shares yesterday and my challenge is not making LWLG 100% of my portfolio as prices go lower. It is 80% now. <$1 billion market cap for 30%+ of $50B+ market.......

Sure. It is exciting stuff happening these days.

Red, an order requires delivery of a product (Goo). LWLG needs working capital to fulfill that order and then will invoice client once delivered with likely net 30 day terms. The inventory acquired/produced by LWLG and A/R created at time of invoice are uses of cash. The gap between production of Goo, delivery and payment by customer creates a working capital need until the invoice is paid by customer (source of cash). This is a high margin business for LWLG so start-up working capital funds will be needed (source of cash), especially since it is going to be "mass commercialization". But after the ramp-up period, I expect LWLG to be largely self-funded given the beforementioned expectations of high profit margins.

Yea, not thrilled with LPC, but view them as a large trader. If commercialization is accelerated, those shares will be swallowed up. LPC has always been good about allowing for buying more LWLG stock below intrinsic value so happy about that.

Except for LPC, I think this is what we wanted, right? $100MM shelf to accelerate commercialization with $3MM now at market. Minimal dilution. The same trust we grant Lebby does not change with financing strategy.

Great stuff. Mentions LIDAR,quantum just like LWLG. Synchronization may equal ubiquitous.

I believe that foundries would not have engaged LWLG unless there was large pre-demand driven by the largest data centers (Google, Facebook, Amazon, Microsoft). I believe Marcelli toured a NM data center a couple of years ago where supposedly LWLG was being tested. Foundries are a volume business and the ROI for end users is a slam dunk with of 2-3x speed and 1/2 the less energy. So the FAANGs told the foundries they want LWLG and the foundries listened is my hypothesis. GF is expanding into photons! But yes, we will only have confirmation with a foundry announcement.

Thanks, Steve. Certainly feel the momentum building quickly. Only two weeks after major industry conference. Lots of things to discuss in photonics. I love his last comment. Michael Lebby, thank you for being epic!

Pickle

Wow! I imagine this might be utilized to some degree in a joint press release.

Agree. Lebby said foundries but I chose GF as example since it could be the first given GF remarks about photonics at NY plant expansion and EPIC QA with Lebby and GF VP.

Great stuff, Richard. If GF had a checklist of things LWLG needed to accomplish before they announced a partnership, this would sum it up perfectly.

Pickle

See Maheu's post with Twitter link

Classic!

Yes, and seems to also line up to when Malta Fab expansion will be completed.

Agree "huge foundries" would prefer a co-authored PRs with a NASDAQ listed company so as not to spook their shareholders. This is first domino.