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I received this e-mail regarding Ligentic at photonics west...
Photonics West is just around the corner! LIGENTEC team will be at the conference the whole week, from January 28th until February 2nd and we will be happy to talk with you.
Visit our booth #4224 to discuss with our experts, learn about our technology, and get answers to all of your questions related to photonic integrated circuits and silicon nitride.
So it remains to be seen what the need is for ALD with our own materials. However, let's say there is a competitor that has a material requiring it, and requires our newly acquired ALD. It is now our owned intellectual property, so there is potential for us to license our encapsulation technology.
This is just adding to the moat:
. Material Supply Agreements
. Encapsulation Technology agreements
. Direct Drive Modulator application royalty
. Completed Foundry PDK
Following our move to the NASDAQ as a pre-revenue tech stock, once we get our first deals and revenues we are still at the front end of commercialization, although taking the foundry route it might be surprising how fast our technology may ramp.
In order for our materials to have the impact and traction foreseen by Dr. Lebby, we will be more like a growth stock I would expect for easily three to seven years.
It will take resources to assure penetration in both datacom and telecom as his chosen starting points. From there it will take resources to move into other addressable markets for our technology.
I am glad that Dr. Lebby is staying focused on telecom, datacom & the foundries, because once he succeeds the scale-up will be immense, and there will be ample revenue to support our expansion into other addressable markets, such as waveguides & LIDAR, high-speed/quantum computing and other industries already identified on investor slides that are not yet given attention.
Allowing revenue to be used for this expansion will just feed the revene stream and the success will be reflected in the stock price, and possibly reflected in stock splits.
In this trajectory, say we have a 2 for 1 stock split - now you have twice the shares and complete control on whether you want to stay fully invested or take profits, which also can be classified as long-term gains. If the price has doubled or trippled along the way it is a winning approach for everyone.
My biggest mistakes in investing in companies like QCOM, OLED, Netflix has always been selling way too soon.
Jeunke22, I also feel we are more likely to see a stock split, or multiple splits before we see dividends. I hope I am still holding many shares when we receive our first dividends. It may have already been the investment story of a lifetime.
I sure did, microchips and thanks. It's my resting place from this FUD forum.
I also loved that comment. It is nice to see that companies we are obviously collaborating, or in the words used on this panel as a strength of Polarition - "partnering with", she displays respect towards Dr. Lebby. Anytime I see Dr. Lebby on a panel with "Tony" from GFS I see the same level of mutual respect.
I feel very fortunate to have converted 9250 LWLG shares and 14000 MVIS shares to my Roth IRA (tax free growth) on Monday at the prior day closing price on 1/6. It was a good level to make the taxable transfer, and now all the growth going forward is tax free.
Any big dips and I might take another bite, but if that is all I can muster this year I still feel grateful about the timing and the opportunity to do it.
That is not the one I was referring to - Here ya go:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=169690561&txt2find=Anthony
I think Anthony from Global Foundries sums it up nicely in a recent podcast about keeping your rollout plans under wraps. It becomes clear that not all participants agreed to be named. Sometimes that may simply mean that you are welcome to name us only when the ink is dry on a commercial contract.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168994956&txt2find=plans
You can find the podcast that was shared by Proto here:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168991976
At 7:10 he talks about specifically the introduction of unique materials, carefully selected and put into manufacturing in our line which allows you to kinda reach the levels of performance that photonics demands. What's unique about global foundries in addition to the, you know - as expected active and passive optical components - you know, things like modulators, and waveguides, and germanium detectors, we also have a platform that we call GF Fotonics, that's spelled with an F, or our photonics brand where we have a stand-alone, unique platform where we have now combined RF CMOS we practice in our CMOS factory with out optical components on the same chip. So we offer a PDK - a process design kit that has both RF CMOS and optics on the same PDK which allows you to do the electical-optical simulation and be able to create a chip that is basically doing the function of three or four different chips that would normally be done in the past discretely, we allow you to do it now on a chip, which brings you to significant economic and performance advantages.
Can you tell us which customers you are working with? 8:32
Ya, I can tell you which customers have agreed to be mentioned in our press release, and agreed to be included in these types of conversations...Ya know, as a foundry we guard each customer's IP and product plans very carefully because that's the whole point of being a foundry, being a manufacture service. But I can site the customers that have agreed to be featured to be on our platform and that were included in our press release......
He goes on to site those listed in the prior releases on the GF Fotonics platform recent releases.
This does not sound to me like the entire list of participating partners have yet agreed to be disclosed.
This does not sound to me like the entire story is yet being told.
If it turns out that we are an unnamed part of this, I will not be selling shares anytime soon. There was a presentation where Anthony Lui (spelling?) of GFS mentioned that they could only mention those contributors that provided permission, clarifying that they are very sensitive to the IP of others and their product rollout timing and strategies. His comments implied that not all contributors were named. It would not take long for me to find the 12 minute interview...
I think Dr. Lebby headed up the photonics research at Intel. Intel gave up, and Dr. Lebby did not. These folks are in it to make their mark on advancing photonics into the mainstream. No satire is going to tarnish this truth.
Nice post. I added 450 shares today and have a Conversion of 7000 LWLG shares moving from a traditional tax deferred IRA converting into my Roth IRA for tax free future growth by taking the tax hit now.
This is following my view that from a long-term perspective these actions are going to pay off big, as they have already done once before. I did take some profits earlier to cash when we climbed to $20 and feel blessed to have later paid off my home, vehicles, and credit card debts between July and October of 2022 once I gained penalty free access to withdraw from my retirement IRA accounts upon turning 59 1/2 in July.
If we should happen to take another leg down, which I hope we do not - but if we do, my plan is to convert more shares into my Roth IRA and I have already for the most part separated myself from this poorly administered board that is fixated on interacting all day long with folks that have ulterior motives, and try to slander corporate execs and an industry leading CEO that has devoted his entire career to the advancement of photonics.
That is how you stick to your guns during broad, market wide downturn events that have nothing to do with the very bright future of this company.
I submitted roth conversion request today to move about 7000 shares into a tax free growth roth account. May possibly do another next week.
I really like this part of the article:
’ The team aims to license this technology to transceiver manufacturers in the next year or two. ‘There might also be some niche areas where it would be interesting for us to do our own production,’ says May. ‘For instance, fibre optic gyroscopes on a chip, the kind of thing you might put on a smartphone. There’s nothing out there that can do that in a fully integrated way.’
Now licensing revenues flow to LWLG, and the total addressable market growth once this gets rolling along is amazing.
Cannot say with any certainty, and was just a passing thought.
How about related to the NUST collaboration?
Proto, one of the finest things about this is that we do not have to worry whether or not the pluggables or co-packaged approach gets the lion's share as we will benefit on both sides. It is a huge implication regarding adoption of our technology, and quite possibly the original meaning of the term "ubiquitous" - was that we will improve the performance in either approach.
It is apparent we are running with the big dogs. Just a matter of time. Blue special is ending...
Loving the line-up, MDK1.
Smart Photonics received 75M in funding from Netherlands to scale up and drive the technology forward. Did I hear thst correctly?
The day Lebby leaves the CEO position will be the day I sell my holdings. You do not know gold when you see it.
It is the market that affords these buying opportunities based upon the timing as it relates to tax-loss selling, January effect, etc. They purposefully dump the market broadly for the bigs to load-up ahead of January. Of course, January effect was not to be had last years but the statistics say this is a buying opportunity and it is usually given every year.
That is a nice clarification. I wish it would have been somehow word-smithed into the update. I think the use of that term, of anything I felt was communicated in the report, might have been perceived negatively. To have emphasized it was purely for testing isolation purposes may have been helpful.
Congrats on your patience being rewarded with a nice purchase price
Dr. Lebby is pretty careful in his words. I look forward to some patent filings made public surrounding this. This is a big deal and they must be in a fairly nice position for him to publicly mention it.
Old news. Already announced as first portion of previously established 100M shelf. Additionally, good terms with a new financing partner moving on from LP.
Juenke, seems to me their front end work is solid, and push is on to see if they can encapsulate using solely their own tech/IP or possibly will require partnering.
For them to shift from front to back-end packaging IMO is very good.
It is a given their will always be a front end focus for added performance and design improvements.
It seems to me our performance is such that high speed computing will be a TAM we will participate in, but I do not have the industry knowledge to know if this is implied in his performance and speed statements.
Personally, I think they have some wiggle room with reg FD by saying Operationsl instead of Complete.
I am depressed to awake and see any posts still going on about book value. This board plays into the hands of TP to the nth degree and he absolutely loves it. I think you should remove it from your posts as it is counter-productive to even mention. You are being played.
Put the guy on ignore for once. There is a better life on the other side.
The current job req at Polariton disagrees with your statement, Punkin...
https://polariton.odoo.com/jobs/detail/software-developer-photonic-integrated-circuits-80-100-33
From within the job recquisition:
"We are about to launch our first product based on a novel electro-optic modulator"
Get a life!
One key element of my investment decision in LWLG is that the company is being run by an industry leader. These Chair positions, and speaking invitations with other industry leaders are not available to all who raise up their hands. His network within the industry is broad and deep, and not just because of Dr. Lebby, but because of the leadership team he has surrounded himself with to guide this company forward through commercialization.
There are pure LIDAR company plays out their. One method of valuation is to look at the shareprices of those pure play companies, as some are slready revenue already from non-sutomotive applications.
There stock prices have not been discounted to zero. The industry knows it is coming and the revenue will be large for the winners or those supplying components, materials, or enabling technology to the winners.
I have given many years of service implementing a large ERP system. For every consulting firm or the mother ship company compensation has consisted of base salary, bonus, and RSUs.
The CEOs and leadership of the company had much larger grants and added incentives I did not. It is this way with nearly any tech company.
The rewards often with early stage companies lean toward stock-based comp, but cash has also trended recently as component in many comp plans as they are geared towards talent retention and cash provides more certainty or stability in a volatile market.
You should cut it with the corporate welfare BS and straight-up lies. Try for once looking at it terms of their leadership and recognition within the industry; the years of dedication trying g to make a technology viable where many tried once and abandoned their efforts.
Let go of the fact that neither you or I have these accomplishments, and even so appreciating without envy that we as shareholders have the good fortune of having them finally introducing disruptive tech to lead the industry forward for the next two decades.
They earned what they recieved.
Best to you, Polymer Paul.
Those are valid reasons if you feel the glass is half empty. I have recently been buying.
I view LWLG as forging the way with the foundries, while building and expanding their IP moat as only the leader of the pack can do.
I put trust in their significant scientific leadership committee and would much rather see them secure ownership of strategic ALD IP than to license such technology as an ongoing drag on their profit margin.
I believe their tech is disruptive and now with ALD in OUR bag, and our PDK I am in this for the long game.
You may or may not get your bargain, but hope to see you back in time for take-off.
I believe it is an At-The-Market instrument. The timing of the sales will be whenever LWLG instructs them. And they have an option of not using it at all.
Two things are shown here.
1) They listened to shareholders who wanted them to finance outside of a Lincoln Park financing.
2) Again showing a conservative approach by only pursuing $35 Million of a 100 Million Shelf offering.
The QCOM IP following settlement with IDCC, not to mention OLED IP was strong enough that everyone followed.
My hope is that our "freedom to manufacture" statement speaks to the similar strength of our IP.
I also feel a PR would be needed. Dr. Lebby continues to methodically check off the boxes, and I personally feel there is more to come.
Additional boxes checked is to obtain financing from a source other than Lincoln Park.
If positive news were forthcoming I would want to have the at-the-market facility to be in place to take advantage of high stock
prices in the case of validating news and a possible short squeeze.
Would live to see foundry names, but not holding my breath on that.
Lifetime hours results. There will always be in iteration of improvement that they will be waiting on them. So they can give speed, power, and other info earlier.
My sources are telling me that your sources are spot on
It would seem prudent for this new status information on the slides to be pointed out in a news release to be giving the information consistently to the entire market, for the sake of Reg FD. Better to be cautious and come out with a release highlighting this status, because it could be perceived as material information.
I sold out IDCC along time ago, likely before many others. But you all likely made more money. I did find some good investments along the way. Tesla, Microvision, and LWLG have been very good by taking profits along the way, and reloading.
I still invest in MVIS and LWLG as my largest holdings.
There are a growing g number of Microvision shareholders that also are holding/adding LWLG