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Fintel is showing two new institutional holders today. We are back up to 217. The % of institutional ownership rose from 23.78% to 23.99%. It didn't move the dial much, but it's going in the right direction.
https://fintel.io/so/us/lwlg
The company posted a new job opening on LinkedIn yesterday. This position has been posted previously so one can only assume that they are replacing someone who wasn't working out, OR.... They are increasing staff as they gear up for COMMERCIALIZATION. I'm thinking the latter.. They have a new lab to staff. Hopefully we'll see a Q filing this week and get an update on the new 9,000 sq. ft. workspace.
"Electro-optical Reliability Test Engineer"
https://www.linkedin.com/jobs/view/3684425518/?alternateChannel=search&refId=oe8FE9PLulwk7wboJxBbfw%3D%3D&trackingId=GCXR%2Fmur%2BCTJ36l3Z93e3w%3D%3D
Bard is NOT reliable. End of sentence, end of paragraph with a giant PERIOD!
I continue to believe the NIST Collaboration is significant and hope to see a PR before the year is out validating my conviction. The NIST Collaboration PR was dated 11/17/2022. Maybe we'll hear something about the topic in the next few months.
"Through participation in the above DARPA projects ( and others, including MMIC, Terahertz Electronics, ELASTx, DAHI and CHIPS) and other collaborations, CTL has developed measurements that characterize and model, at millimeter wave frequencies, leading-edge integrated microelectronic components, interconnects used in 3D heterogeneous integration, and advanced materials. Each project worked with industrial stakeholders including Northrop Grumman, Teledyne, Hughes Research Labs, Raytheon, IBM, Intel, AIM Photonics, Lightwave Logic, Corning, Broadpak, and Cadence. The stakeholder's applications include 5G/6G communications, biomedicine, optical communications, radio astronomy, radar, and space communications. "
https://www.nist.gov/news-events/news/2022/11/nists-chip-calibration-methods-advance-semiconductor-research
I'm okay with negative posts, IF they raise legitimate concerns. I continue to weed through the FUD and have many on the iggy thing here for that very reason. I'm not playing with Monopoly Money and the House is holding my Chips.
Bard's response to that query sounds reasonable, and we KNOW that Lightwave has been working on PDKs for several years.
That said, I still don't trust Bard. I ran this query last week.
Do you trust AI? This is an interesting query result from Google Bard. Pay VERY close attention to the LAST sentence:
The comment above is personal observation. The comment below is the query and result:
"What Clinton documents were found on Anthony Weiner's laptop?"
"In August 2016, the FBI recovered several Clinton-related emails from the laptop of Anthony Weiner, the estranged husband of Huma Abedin, a top aide to Hillary Clinton. The emails were found during an investigation into Weiner's sexting with a minor.
The FBI determined that the emails were not classified, but they did contain some classified information. The FBI also found that some of the emails had been deleted, which led to further scrutiny of Clinton's use of a private email server while she was Secretary of State.
The exact number of Clinton-related emails found on Weiner's laptop is not known, but it is estimated to be in the hundreds. The emails covered a wide range of topics, including Clinton's work as Secretary of State, her campaign for president, and her personal life.
The discovery of the Clinton emails on Weiner's laptop was a major news story in the final weeks of the 2016 presidential election. It led to renewed calls for Clinton to be investigated, and it damaged her reputation. However, the FBI ultimately concluded that Clinton had not committed any crimes, and she was elected president."
Spartex, Actually our Debt/GDP ratio is on steroids and growing. The Debt/GDP ratio is approaching 120% and predicted to approach 145% by 2027 according to the US Debt Clock. We need to put a leash on Congressional Spending IMHO. My own state of NM currently has less than a 15% GDP/Debt ratio. Term limits might help.. Going from around $33T to $44T in a 4 year period is concerning to me.
https://usdebtclock.org/
https://usdebtclock.org/current-rates.html
Spartex, I stand behind my comment regarding reducing population growth, even though we ALL must recognize that isn't helpful for Economic Growth. My comment regarding population growth is more focused on a Global Scale, as opposed to a specific focus on China. I also fully recognize that China's ambitions have NOTHING to do with Climate Concerns, but Economic Gain. I've been following this topic as well as energy issues for a couple of decades.
Xena, a declining population growth might be a constructive component to reducing pollution and helping minimize the climate change problem. China is still struggling with failed real estate investments. Meanwhile, China, the country that has their fingers in the supply chain of the materials needed for green energy continues to expand their coal energy resources, so they can make the "Green Things" for the rest of the planet. I continue to believe that the climate is going to change no matter what, but we need to reduce the human pollution factor. China's efforts in that regard are lacking, but they do like the revenue from producing the "Green Things"....
Meanwhile, the US has a growing workforce problem. Semiconductor Fabs in the US are concerned about filling positions in the projects they are building. We NEED more skilled immigrants to fill those positions. IMHO, we are importing the wrong kind of immigrants and I have a front row seat on that topic. I live less than 50 miles from the southern US border.
saskasha, you can PM me on a different forum if you can find me over there. I'm Ubiquitous.
Aimless, I hope we can improve relations with China, but that is going to take quite a while. They love stealing US tech and the country is on a clear mission to dominate economically. Their Belt and Road Initiative outlines their quest to control supply chains, which also includes critical minerals that they ALREADY dominate on a global scale. China's ambition to control Taiwan is part of that mission and over the past two decades, China has been converting reefs and atolls into military bases and sea ports in their goal of controlling the South China Sea. I've been following their activities on that topic on Google Earth, looking at historical satellite images. China has a closer alliance with Russia when it comes to their strategy, even though they rely heavily on US relations for their economic benefit.
Killer, that is a fair question. IMHO, I believe we have something here. If we go into next year without catalyst news, I will NOT be a happy camper! For the moment, I believe catalysts are coming before the year is out. My novice opinion and $6 will get you a Vente Mocha Frappuccino at Starbucks. I'm not here to hype or bash. My goal is to see a ROI. Meanwhile, we wait..
Xena, that is pretty much what I'm suggesting, I remain very confident that catalyst announcements will happen before the year is out. October remains on my radar.
microchips, I've only been reading this forum for roughly 28 months, but I've been here long enough to recognize the fudsters. My iggy list is long and I refuse to directly engage with any of them these days. Thanks to iggy and iggy replies, I don't even know if they said anything, but I quickly figure that issue out by comments from people I actually follow. The next Q should come out next week. Given the new lab space and recent hires, I FULLY expect the cash burn rate has increased. I'm hoping to see more info on the 1st licensing agreement, but don't expect the revenues from that to amount to much for now. I'm more focused on the next ECOC in October. I'm guessing that we will see more significant news in that timeframe. We'll see....
Regarding LK-99, NoPantsInvesting shared these two articles on StockTwits this morning. I am NOT technically savvy, but it appears there is a lot of skepticism related to LK-99. Also, I read on a different forum that it is likely that LK-99 is still years away from being capable of scale production IF it is feasible. Dunno..
" Inside the DIY Race to Replicate LK-99":
https://www.wired.com/story/inside-the-diy-race-to-replicate-lk-99/
" Sorry, But the New LK-99 Superconductor Breakthrough Might Be Total BS":
https://www.thedailybeast.com/why-the-room-temperature-lk-99-superconductor-might-be-total-bs
StockTwits link:
https://stocktwits.com/storystockGME/message/538551617
Giving Congress control of a checkbook is like giving car keys and a bottle of whiskey to a teenager on prom night....
I think I may need to put more beer and brats into this year's Octoberfest budget. Gotta braze some sausages..... 8^)
Pit, I have low expectations when the company drops the next Q filing next month, but I'll be surprised if we don't get some significant news in October.
This forum is HIGHLY instrumental in WHY I invested in LWLG over 2 years ago, but the content quality has gone down since then. The iggy and iggy replies filters help minimize the reading time, but it seems too many people keep feeding the bears. Some highly knowledgeable longs have moved on and they refuse to even read this forum, much less engage with posts. My list of iggies and iggy replies is long, but even at that, there isn't much I want to read here. I don't comment here very often, but I have been checking in daily. I'm starting to lose interest here because it has declined into a pissing contest that offers little value to the company's achievements and goals. Maybe things will change in August, but I'm betting more catalysts will drop in October.
L_R, It is my understanding that the 9,000 sq. ft. vacated space Lightwave is taking possession of was occupied by a pharmaceutical manufacturer. I've I'm not mistaken, clean room air handlers are already in place to accommodate a laboratory environment. The new space definitely isn't just a shell warehouse. In the ASM presentation, I believe Lebby suggested that all they have to do is open a wall and install a doorway to take control of the contiguous new space. Anyone who believes the new space is just an empty warehouse is misinformed. I've heard that upon taking possession of the new space, it should only take Lightwave 2-3 weeks to make the space functional. The new space is in the same building Lightwave currently occupies. If one locates it on Google Earth, it is obvious there is air handling equipment on the roof.
Walter C, what company is that if you are willing to share? I know that Tom Smith is now CEO of Set Jet, a privately held company, but don't see a connection with his dad Philip. I did read recently that Set Jet is planning to go public in the not too distant future. I've never met Tom, but I did speak with him on the phone a couple of times when he was still CEO at WRAP.
L_R, I forgot to mention that one of the things that peaked my interest when I discovered Lightwave was the pps. I started to dig deeper, because I wanted to understand why an OTC stock was trading in the $10 range at the time. I'm sure we'll be well north of where we are now by the end of this year and look forward to seeing what LWLG does over the next 18 months to 5 years.....
Not that anyone here really cares, but let me tell you how I discovered LWLG by accident a couple of years ago.
I was looking into the background of Thomas P. Smith, who was at one point in time the CEO of a stock I no longer hold, Wrap Technologies. Tom co-founded Taser with his brother Rick. In digging through Tom's background, I discovered he was on the BOD of LWLG roughly 10 years ago. Tom stepped down and his father Philip took that BOD position for a short period.
Anyway, that discovery made me take a closer look at Lightwave. I spent a great deal of time going through the message boards, company history and progress before buying my first 100 shares on 7/12/2021. I added more shares, having no idea that an organic up-listing was on the horizon. I bought more on the way to $20 and bought more on the way down, never selling a single share. (I DO regret not lightening the load a little at $20)
I'm pretty comfortable with my top-heavy, underwater investment in Lightwave. I have no idea when the catalysts we are waiting for will be announced, but we appear to have many clues to suggest they are coming. I'm guessing we'll see several catalysts before the year is out, but this is a LONG TERM hold for me. I have a very deep respect for the longs who have held on for a decade and then some.
I discovered Lightwave by accident, but if things work out the way I think they might, this could prove to be the best investment I've ever made. I believe the catalysts are coming and like everyone else, I'd like to know when...
DCB11, I'm just here to understand WHY I've put so much of my modest assets into this stock. I'm not here to win a popularity contest with the most likes and my investment isn't Monopoly Money. The iggy feature helps me filter out enough Fud to shorten the reading time. My ignore list is pretty long and many of them on the list don't even post here anymore. I refuse to Feed the Bears.
Even with the filter and filter replies features, this board has become a cesspool. The filter features do help make for shorter reading though. I don't engage with the Fudsters. A number of longs that I follow and respect won't even read this forum, much less post on it these days. Quality communication can be found elsewhere. The other forum I follow now has 1572 followers and it is growing....
Red, I continue to think we might get some catalyst news next month to correspond with the Q filing. Even if we don't, I'm not going to sweat it. I think we'll get something in October.
ECOC:
https://www.ecocexhibition.com/
OPTICA:
https://www.optica.org/en-us/events/industry_events/2023_optica_photonic-enabled_cloud_computing/program/
I remain confident we will get some catalyst news before the year is out.
Given the expansion and new hires, we can FULLY anticipate the cash burn has increased as we wait for the next Q filing in August. When the financials come out, I FULLY anticipate the short bashturds will put their own spin on it, but I am NOT going to be discouraged. I could be wrong, but I believe there will be several noteworthy catalysts before the year is out. ECOC is coming in October and we've seen a history of significant PRs from that.
DCB11, I'm in my early 60's so I hope this takes off soon enough that I can enjoy the ROI. I know that there are many penny longs who have held LWLG for well over a decade and many of them are in their 70's and 80's. They've done pretty well, but there is more room for a vertical. I think I can hang on for a few years. I do understand the frustration of some of the really long-term holders though. We seem to be approaching the home stretch, but some investors are eager to see their ROI ASAP. I may have gotten to this party late, but looking at what the company has achieved over the past 2 years, I'm looking forward to the main course. I'm pretty confident that over the next 12-24 months we'll be pleased with what the chefs are cooking up in the kitchen. This isn't McDonalds, but I can taste the secret sauce...
shazam, nobody should give my guesstimation any weight when making investing decisions. I'm guessing $20 without a big squeeze, but if the company drops some significant contract news, WITH NUMBERS and FORWARD GUIDANCE, a higher pps is possible in my mind. Dunno. I honestly don't expect any forward revenue guidance until 2024, after the company nails down a few more deals and industry acceptance becomes more evident. There seem to be a lot of clues as to what is happening behind the scenes, but until they materialize in the form of PRs everyone is speculating.
BTW, you can call me Carl. I live in New Mexico, USA. 8^)
DCB11, We WILL get some kind of news in August. The next Q is coming in the next 2-3 weeks. We may or may not get any catalyst news out of that, but I anticipate some clues related to the 1st customer. I also anticipate the burn rate has increased, so the cash runway might be shortened, but we'll see. If we don't get catalyst news in August, I do anticipate seeing something significant in October, to coincide with the ECOC. I'm just patiently watching the calendar. We might also see an announcement related to the US CHIPS Act in the coming months, IF Lightwave chooses to pursue that. I'm just speculating, but I think $20 pps is possible by the end of the year. We'll see...
As much as I realize that AI will play an instrumental role in our investment, I continue to have strong reservations until some kind of regulatory framework is established. Many investors have gotten pretty excited about Bard search results, but I continue to call BS on that. Bard doesn't provide substantiating source info and quick searches on other platforms seem to debunk Bard's results.
I remain convinced we are sitting on a potential gold mine. Just trying to play Devil's Advocate for my own purposes, because I've NEVER been so exposed to a single investment. I don't comment too much, but I'm following LWLG with a magnifying glass.
L_R: No biggie, and to be clear, I'm not bashing your post. I think we know what we have here.
BTW, you are welcome to refer to me as Carl. Carlin was the hilarious, socially inept comedian who talked about things that would my my 94 year old mom blush LOL!
I'm just Carl, in New Mexico. 8^)
I'd give that post 3 thumbs up, but the article is 3 years old. That said though, I CONTINUE to believe we have something here. I do NOT believe we have any solid competition at this point, but I do believe that all of the competitors have made some kind of progress over the past 3 years.
That said, looking at published PRs by Lightwave and numerous connections that diligent investors have discovered, I continue to believe we are in good shape.
Most on this forum share the opinion that Lightwave is years ahead of the competition. Many of whom are likely to be signing agreements with Lightwave IMHO.
You will find your answer on Reddit.
https://www.reddit.com/r/LWLG/comments/156egbo/first_demonstration_of_a_cryogenic_silicon/
This forum is a cesspool these days......
It appears SMART Photonics is gearing up for mass production based upon their job offerings on LinkedIn. Dunno what to take away from this..... 8^)
https://www.linkedin.com/jobs/search/?currentJobId=3660723246&f_C=9297136&geoId=92000000&originToLandingJobPostings=3660723246%2C3660717899
Does anyone care to speculate on this PR from Global Foundries dated 3/7/2022 (Last Year) ?
We know Lightwave has been working with Global Foundries for well over 2 years, and likely much longer...
" GLOBALFOUNDRIES ANNOUNCES NEXT GENERATION IN SILICON PHOTONICS SOLUTIONS AND COLLABORATES WITH INDUSTRY LEADERS TO ADVANCE A NEW ERA OF MORE IN THE DATA CENTER"
I am NOT suggesting this puts a bow on our package, but I remain very BULLISH.
https://www.prnewswire.com/news-releases/globalfoundries-announces-next-generation-in-silicon-photonics-solutions-and-collaborates-with-industry-leaders-to-advance-a-new-era-of-more-in-the-data-center-301496360.html
Evidently SMART Photonics is posturing for volume production and we know that Lightwave has been working with them...
https://www.linkedin.com/jobs/search/?currentJobId=3660723246&f_C=9297136&geoId=92000000&originToLandingJobPostings=3660723246%2C3660717899