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Lincoln is done with LWLG sitting on plenty of cash and R&D has almost doubled from last year. All good signs.
Thanks, Photonics Guy. Really appreciate you and others translating the technical importance. Lebyy is either assured of industry dominance or thinks they are really close by using the term ubiquitous in a PR. That is huge confirmation of where LWLG is going.
Pickle
From what I found,their other Lincoln shelf filings utilized a different law firm. Their are plenty of smaller, less prominent, less expensive law firms that can draft a shelf. This is the beginning of a broader relationship IMO
Based on recent shelf filing, it looks as though LWLG may have recently transitioned to new global corporate law firm with offices worldwide and practice areas such as M&A, Energy, Infrastructure, Technology, and IP.
Seems like you only pay more money for Legal counsel when the company's maturation is going to justify it. :)
https://dd7pmep5szm19.cloudfront.net/2586/0001553350-21-000548.pdf
https://www.klgates.com/services
https://www.klgates.com/KL-Gates-Corporate-Practice-Again-Among-Top-Ranked-in-the-United-States-by-2021-Legal-500-Guide-6-24-2021
Pickle
Me too. Pullbacks are healthy and allow for investors the opportunity to add shares.
Yes that is why I originally invested. Thank goodness Lebby built a bridge to drive the industry adoption to photonics still using silicon. LWLG technology is built for the long long haul.
Pretty wild. And this valuation is just the bridge to get industry ultimately to LWLG's Third Order photonics where silicon goes away completely (or at least how I understand it).
Absolutely correct. This stock begs patience and fortitude as the potential rewards are simply generational in proportion. This is also why I hope LWLG does not get bought out (or least after 2025). Foundry customers have ample free cash flow to pivot to photonics and the ROI and Green benefits makes it undeniable. I cannot wait for the first deal and the the floodgates open as Data and Telecom companies cannot cede competitive advantage to its competitors. I have to believe LWLG has been tested in real world under NDA and hopefully shared with all NDA partners which is why the foundries got pressure to build the PDKs. The demand was simply too high.
Pickle
Proto, once NASDAQ and foundry deals happen there is no way this story does not get out. My excitement is not Cramer but in the newfound institutional ownership that will invest for the long term by purchasing significant shares once these events occur. This is what I believe will help propel the share price to the absurd levels we have discussed here and likely lead to the forward stock splits. The best part is it will be based on simple math: revenues, earnings, and P/E of the one single company that can meet the immediate needs of markets worth hundreds of billion dollars. I think as soon as LWLG can share quarterly revenue and earnings forecasts and then deliver on those, this could be seen as a blue chip NASDAQ technology company sooner than we think. I am hoping for a CFO hire at some point as another sign of imminent commercialization.
Pickle
Frobinso, hope all is well
Dillsforchrist on MVIS Reddit board. My two holdings are MVIS and LWLG. Exciting times these days.
Pickle
F2, my daughter just finished her first year of vet school at Lincoln Memorial. Loves it.
Will do. Had to scroll 3 pages to find your response. Times are changing.
Scope, I can work with that!
F2, agree. Love that numbers will also drive the stock story so it builds a floor and a frenzy to get there without all the Robinhood hype. Hockey stick growth will make the wait so worth it. Rarely ever do we see a company own an industry in the beginning of commercialization, but we know the industry has a problem and there is only LWLG. Amazing.
This is the crazy part.
I have been here for 15+ years like other Longs but rarely post as there are far smarter investors that translate the technology and patent advancements. I invested based on a paradigm technology that would replace silicon.
Now that commercialization is here, the fundamentals LWLG is capable of achieving as the defacto photonic standard are mind blowing as mass adoption and integration in the capital replacement cycle will occur quickly given the attractive ROI.
LWLG will begin to provide forecasts on revenue and margins and quarterly results will validate those in early 2022 I hope.
Just throwing out conservative numbers, if LWLG generates revenue of $500MM with 40% net margins that is $200MM or approx.1.94 per share multiplied by 80 P/E (too low since hockey stick growth) = $155 per share. Question is how fast revenues will ramp. Playing with the numbers really puts market capitalization in perspective as this will be dual driven by earnings multiple + paradigm technology driving entire industries.
For just datacom segment these numbers reflect negligible market share and margins could be higher on technology transfer agreement or lower if manufacturing in house, R&D, etc. This is why I believe along with a lot of you that being bought out in the triple digits should be the desire and that Lebby is empire building here.
Pickle
Richard, great as usual. I imagine pressure from mega data centers (Microsoft, Google, Facebook, etc) helped foundries get on board with photonics. Lebby's knowledge and vision is the glue that will bind LWLG shift to commercialization. PDKs will be likely limited to photonic companies that van demonstrate rigor and discipline (per GF) so LWLG could be the standard gateway and patents ensure broader participation through freedom of manufacturing. You could tell in video that GF VP and Lebby had already had those same conversations prompted during Q&A. Look at non-verbal confirmation from GF as Lebby talks.
The key to mass commercialization is standards and as GF stated in video,commonality. Foundries do not want countless variations of Photonicsbut common platforms so all the learnings, testing, economics and scalability can be perfected. This is where LWLG can win over industry as the ubiquious source for photonic platforms. This is beyond huge. LWLG's management team that understands the foundry needs and the lingo as you heard with Anthony and Lebby very much on the same page. GF has accepted photonics based on what I heard and LWLG nnovation has likely ushered that into reality. This could very well be Intel and Qualcomm all wrapped into one by the time we look back on this a few years from now. Still a ways to go but I believe we will finally know in 2021 the trajectory and velocity in which Photonics has been progressing.
Thanks, X. Always helpful.
Sure. Anytime. Kinda of forest through the trees kinda thing. I have been invested since Psi-Tec days. I have enough shares and in MVIS as well. For WAVX the market never engaged and management was not top notch. I like proprietary disruptive technology. It seems like the technology industry is looking for a solution to take the next leap and I hope LWLG can address it. As you know we are not investing in t-bills.
This is further validation of the science. The good doctor would not risk his reputation on a pretender. This just got real. The eyes on this technology just multiplied so very exciting. The have to think he is very confident the next milestone will be reached.
Not sure why the 15 year Samsung agreement has not been discussed more on this board. 15 years. Are you kidding me? In technology dog years (let's name it Astro), that is 105 years. Beyond comprehension unless Samsung is about to be entrenched with Wave at the trusted computing wedding altar till death do them part. We're talking great-grandkids folks.
Pickle
http://news.yahoo.com/cyber-spy-program-flame-compromises-key-microsoft-security-170651458--abc-news-topstories.html
Time to get serious about security (enter TPM)
Cyber Spy Program Flame Compromises Key Microsoft Security System
By LEE FERRAN and RHONDA SCHWARTZ | ABC News – 6 hrs agoEmailShare3PrintThe cyber espionage super bug Flame compromised a key Microsoft security system, the company has now revealed, prompting Microsoft to issue an emergency patch to its millions of customers because of fears of what one expert called potential "collateral damage" from the U.S. and Israel's cyber war against Iran.
In an alert issued late Sunday, Microsoft told customers that the authors of Flame -- a highly sophisticated surveillance computer virus discovered on networks in the Middle East and Iran -- had figured out how to use Microsoft's own security system to forge digital security certificates, which then allowed the malicious code to spread undetected by anti-virus programs. Digital certificates are in part designed to authenticate interactions online and help protect computer networks from being accessed by unauthorized users.
Microsoft fixed the security breach, but was also forced to add the compromised certificates to its own growing list of "untrusted" certificates.
Microsoft said that since Flame was such a precisely targeted attack, a vast majority of customer systems that use digital certificates -- which includes U.S. government and financial institutions -- were not in danger of being infected, but said it had to take action because the same technique could be used by other "less sophisticated attackers to launch more widespread attacks."
While no country or group has taken responsibility for Flame, cyber security experts who have analyzed the code said it appears to be the latest volley in an advanced cyber campaign targeting Iran and was most likely developed by a wealthy nation-state -- leading many to suspect the involvement of the U.S. or Israeli governments. Five different U.S. government agencies declined to comment to ABC News about those allegations and the Israeli government has reportedly denied any link to the virus.
Former White House counter-terrorism advisor and ABC News consultant Richard Clarke said that the possible future attack that Microsoft warned about is the inevitable collateral damage seeping out from the Iran campaign.
"This may be an example of how U.S. and Israeli cyber war has the blowback effect that threatens the security of American networks," said Clarke, author of "Cyber War."
Clarke initially raised concerns about the hidden risks of cyber war in early 2010 after researchers discovered Stuxnet, an unprecedented offensive cyber weapon that is believed to have physically damaged an Iranian nuclear facility. Stuxnet's complexity stunned and concerned experts including Michael Assante, President of the National Board of Information Security Examiners of the U.S., who told a Congressional committee in 2010 that after it was revealed, Stuxnet could serve as a "blue print" for other groups hoping to replicate part or all of that weapon.
READ: Beware the Cyber War Boomerang?
A Congressional report compiled in 2010 warned, "It is widely believed that terrorist organizations do not currently posses the capability or have [not] made the necessary arrangements with technically savvy organizations to develop a Stuxnet-type worm. However... Stuxnet's design revelations may make it easier for terrorist organizations to develop such capabilities in the future."
Last week The New York Times reported that Stuxnet was a product of America's long-term cyber campaign against Iran and President Obama was personally concerned about the damage Stuxnet could do after it accidentally seeped online and started replicating around the world.
Researchers at the Russia-based cyber security firm Kaspersky Labs who were among the first to analyze Flame said similarities to Stuxnet in technique and targeting have led them to believe that the two were developed by the same entity as parallel projects.
The same day Microsoft revealed their security breach, the Israeli military made an unusual public announcement, saying they have "been engaged in cyber activity consistently and relentlessly, gathering intelligence and defending its own cyber space."
"Additionally if necessary the cyber space will be used to execute attacks and intelligence operations," Sunday's announcement said.
Representatives at Microsoft declined to comment for this report.
Packers please
Chargers, please
Patriots please
Eagles please!
Vikings please
Colts, please!
I will take Baltimore
I will take Washington.
Saints, please. Pickle
The lack of a PP yet means big news coming or robust 2Q09 revenues, or maybe both. Government may be it.
Pickle
"In April, Wave and Samsung announced their collaboration in offering mobile professionals significant hard drive security and speed with Samsung’s self-encrypting 256-, 128- and 64-gigabyte solid state (SSD) drives bundled with Wave’s management software."
Please someone ask how much $$$$ we are getting as part of this bundling agreement.
Thanks
Pickle
Beginning of the week is a good sign.....