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A banner year for Lightwave, a development company, is a positive indicator of the company's development from a technology start up to commercialisation . It does not guarantee a corresponding increase in the share price. Share prices are influenced by market sentiment, expectations, industry dynamics, valuation, and investor perception. Once these move our current valuation will move as well.
Proto, indeed a remarkable twist of events. Chemical and material companies getting into the fray with photonics and electronics companies. Looks like LWLG has a lot to offer to many industries. More positive attention is always welcome. Happy to be a LWLG shareholder.
Amazing line up Optica Photonics Industry Summit
Little Lightwave amongst the giants of the industry.
https://www.linkedin.com/posts/josepozophotonics_october-2425th-in-sunnyvale-ca-heres-activity-7116846554564448258-E2Kw?utm_source=share&utm_medium=member_ios
Nokia is a biggy with 30 billion revenue!
The shorts will not go away, but convincing longs this is a scam company is going to be pretty hard. There are always people who have an urge for self mutilation.
Pro,, with all due respect, these two figures don’t interest me at all.
Finally we can look forward in stead of being forced to look backwards. No need to question technology, product development, material or modulators. No need to try to give history lessons to newbies. No need to try to sell your own narrative. Just follow the next steps of this company. If the industry gives this prestigious award and Lebby just told the industry at large with an impressive presentation ( and the shareholders) what to expect, there is little need for me anymore to add anything. Just follow the company from hereon.
No 1 out of thousands
Photonics encompasses various sectors, including optics, lasers, imaging, telecommunications, and more. It includes companies involved in the development, manufacturing, and distribution of photonics-related products and technologies.
However, it is estimated that there are thousands of photonics companies globally. These companies range from large multinational corporations to small startups and research institutions. The number can vary depending on the criteria used to define a "photonics company" and the specific subsectors considered within the broader field of photonics.
https://www.linkedin.com/posts/ecoc-exhibition_most-innovative-product-hybrid-picoptical-activity-7114930916564586496-St0n?utm_source=share&utm_medium=member_ios
‘The market’ today shows 22 million demand over supply. That the price goes down is because the market ( = demand versus supply) is temporary out of balance ( some would say rigged) by people or organizations which financially hope to benefit from this situation. The market will correct itself no doubt. Markets normally do!
If I had to guess we have or we moved into the final negotiations stages. Price setting between parties is now the most important issue. Financial benefits across the supply chain are relatively easy to make transparent. The issue will be how to share the benefits between parties. Especially the foundries with their huge capital base will likely have a bigger slice of the pie, even if LWLG doesn’t require additional capital investment, but offers huge commercial benefits. I think LWLG negotiates with multiple parties and with its huge competitive advantages should really be in a strong position. Moreover the scaling advantages of large foundries are mainly in semiconductors. Also smaller foundries can benefit tremendously and add value in specifications using LWLG in their offerings. Who will be first ?
Very relevant that the presentation was announced as an 8 K event before it could be released.
An 8-K report, also known as a Form 8-K, is a report filed by companies with the U.S. Securities and Exchange Commission (SEC) to provide timely information on specific events or corporate changes that could have a significant impact on the companies financial situation.
Great presentation. LWLG is ready for commercialization. The reliability data are excellent. I am sure this was the last hurdle on the supply side to be taken. Now it’s deal time. The discussion here can now shift to the demand side : ‘ why or why not ‘ will ( material, device, integrators, foundries and ultimately data and telecom ) companies engage with LWLG now that all boxes are checked.
To start with the ultimate customers.
HPC’s need better and preferably break through performance, lower price and better reliability = check , more speed, more data, lower pJ/bit, lower price ( < $5 per Bit)= check. Reliability well over industry standards and competition ( even improvement over time)= check.
HPC’s need material productivity ( adaptable, smaller and simpler) = check . They need breakthrough power reduction ( driverless, less 1V) = check.
Engineering & Procurement at incumbent companies need to secure their bonuses by delivering exceptional productivity for years to come= check.
I think we need to let things play out their normal business course. I would label it “ A very compelling case for breakthrough business performance change’!
Just got confirmation that Lebby presentation ECOC will be available on LWLG website. No timing given to me ( public information). I think very soon. stay tuned.
Just associate with Winners like Michael Lebby. Don’t let bashers get under your skin. It’s their job to deal in ‘pain’ . Looking positively forward to the LWLG ECOC presentation. It’s a last and important mile stone in being able to go full throttle with commercialisation.Understand it needs ECOC approval to be released by LWLG. Patience.
Hazel, there are many ways of structuring a deal ( buy out, merger ,asset acquisition, cash, LBO ) but it’s starts with getting agreement on the purchase price and that depends on the business potential ( profit, return on investment). I think Lebby is absolutely the best guy in the photonics industry to understand the potential value of Lightwave Logic. No doubt that he would know how to attract the best value for shareholders. Personally I don’t think he would like to sell, anyway Board and shareholders need to be consulted as well.
Aimless. Interesting. We have discussed this in the past, because for cash loaded NVIDIA it would be a strategic fit and an understandable investment. The fact that LWLG is keeping is not expanding its executive team in view of its commercialization and the ‘ secrecy’ surrounding its business progress could be related. NVIDIA officers are on Lebby’s Rolodex ( so to speak) and I have personally witnessed the ‘cry’ for bandwidth, speed and less power from NVIDIA R&D directors during conferences. If NVIDIA would make a pass on LWLG, it would not surprise me!
Can’t but notice product launch delays ( even notoriously on time TSMC & others) in previously planned new very complex often two or three dimensional 2, 3 nm semiconductor chips. Hybrid solutions combining electronics and photonics on small chip configurations, improving inter chip connections are up and coming. Are these delays by design or just nasty coincidence? Is the industry at cross roads?
Putting ever more transistors on a chip is reaching its physical ( atomic level), economic limits, not to speak about power and environmental consequences. Can’t but wonder if the industry sees simpler, cheaper and faster electro optical solutions.
A Must Watch.
Like to share this excellent FT video on the US semi conductor industry status, its implications for US technology leadership and US geo political leadership. Very interesting for everybody interested in Lightwave Logic and it’s future role in MAGA. Can’t but imagine how short term stupidity ( shorting shares in Lightwave’s US advanced technology) from a number of ignorants is potentially hurting the US and helping its adversaries. Fortunately US and European governments are aware of Lightwave’s advancements in nextgen photonics and I am sure the company will play a critical future role.
https://www.ft.com/video/24643c72-4cd7-4a52-86ae-54c1e43eddac
Seems to me current put/call option ratio ( ~ 0,30) is overwhelmingly in favor of call options indicating positive underlying market sentiment. Shorts betting against all sentiment odds? Looks like it.
EUROPE’S LEADING CONFERENCE ON OPTICAL COMMUNICATIONS, AND ONE OF THE MOST PRESTIGIOUS AND LONG-STANDING EVENTS IN THE FIELD WORLDWIDE.
Requested to publish Lebby’s 2nd October ECOC Market Focus presentation in Glasgow on the LWLG website. Not only will the photonics industry at large be privy to the presentation, but imo it would be a friendly gesture to the shareholders as well. It might be an opportunity to see how will be navigating around the prevailing NDA’s and if? It could be pretty revealing since we are entering the announced commercialisation and launch period. What better opportunity or platform is there to impress Lightwave’s peers in the industry?
Only two more trading days to go before closing the third quarter and the start of ECOC Glasgow.
Must say they have ‘ iron ‘ balls, no amateurs. How they manoeuvre out of this is interesting. Risk of institutions calling back shares end of quarter, time advantage tilting towards LWLG, likely company news , SEC reporting requirements. Many ‘ iron’ balls in the air, hopefully law of gravity brings them down.
Is he still here? Kidding!
Thanks X, you have ‘m by the balls. This ‘hanky panky’ at month end is revealing and illegal, Made a screen shot.
How do you recognize a short squeeze?
A short squeeze occurs when there is a rapid increase in the price of a stock or other financial asset due to a large number of short sellers being forced to cover their positions. Here are a few ways to recognize a potential short squeeze:
1. Unusually high short interest: Look for stocks with a high percentage of their float (shares available for trading) being sold short. This indicates that there are a significant number of short sellers in the market.
2. Increasing stock price: If you notice a stock's price rising rapidly, especially if it is accompanied by heavy trading volume, it could be a sign of a short squeeze. Short sellers may rush to buy the stock to cover their positions, driving the price even higher.
3. News catalysts: Pay attention to any positive news or events that could trigger a short squeeze. This could include earnings reports, product launches, regulatory approvals, or any other developments that could significantly impact the stock's value.
4. Sudden volatility: Short squeezes often result in increased market volatility as short sellers scramble to exit their positions. Look for sharp price spikes, large intraday swings, or abnormal trading patterns that suggest a short squeeze may be underway.
5. Short interest ratio: The short interest ratio, also known as the days to cover ratio, measures the number of days it would take for all short positions to be covered based on average daily trading volume. A high short interest ratio indicates a greater potential for a short squeeze.
What happens after a short squeeze?
After a short squeeze, the trading pattern can vary depending on various factors. However, there are a few common patterns that tend to occur:
1. Consolidation: Following a short squeeze, the stock price may enter a period of consolidation, where it trades within a relatively narrow range. This can happen as traders and investors reassess their positions and the overall market sentiment.
2. Volatility: Short squeezes often create increased volatility in the stock price. Traders may continue to take advantage of the momentum and fluctuations, leading to a period of heightened volatility.
3. Pullback or Correction: After a short squeeze, the stock price may experience a pullback or correction. This can happen as some traders take profits or as new short sellers enter the market, betting on a decline in the stock price.
4. Continuation of Upward Momentum: In some cases, a short squeeze can ignite a sustained upward trend in the stock price. This can happen if the short squeeze triggers a significant shift in market sentiment or if there is positive news or strong fundamentals supporting the stock.
Missing the reporting dead line is pretty sloppy. Understand that the auditor is to blame, it remains a company responsibility however. I really hope this could only happen, because company management was distracted and was pursuing more important business challenges. This will be corrected, but timing was unfortunate. Project is still project and with all the upcoming news we should be good.
Stellantis has cash coming out of their ears. So much so, that they like to pamper current shareholders with a B $ 1,5 share buy back program. If I was working in one of their plants I would like my salary to rise to reasonably cope with rising inflation ( at least).
AMSTERDAM, September 11, 2023 - Stellantis N.V. (“Stellantis” or the “Company”) announced today that pursuant to its Share Buyback Program (the “Program”) announced on February 22, 2023, covering up to €1.5 billion (total purchase price excluding ancillary costs) to be executed in the open market.
TP doesn’t exist. It’s a bot. A bot misses the ability to make ethical trade offs, value choices and doesn’t have normal interpersonal skills, in short the things that make people different from machines. His profile on LinkedIn was probably a fake anyway. I agree that it is incredible that some people ‘ keep falling for this’! I almost start to suspect it’s done consciously as part of a ‘ bad cob, good cob’ team effort.
Did the institutional ownership addition on Fintel as per Friday 22 September: 37.761.844 ( excluding options).
I invite you to check my calculation here https://fintel.io/sob/us/LWLG.
Can only conclude that institutions continue their accumulation strategy.
Vanguard, Black Rock, State Street, Northern Trust count for 20 million shares.
Many new entrants. ( see green colours).
Presence investment bankers: JP Morgan, Goldman Sachs, Morgan Stanley always a a signal to watch.
The one assurance we have is that we will see positive company news in the next days, weeks. We know since the company told us during the ASM, we were told recently in PR’s and we do know what to expect at ECOC in a week from now. We also know Lightwave will ‘ open up’ together and in front of of its very likely NDA partners at Optica in late October. A lot of information on what to expect is known and communicated. The only thing we don’t know is if we will see any surprise announcement as well. Some speculate on a possible buy out. Personally I don’t think so, because Lebby wants ‘ immortality’ in the field of photonics and he believes he can extract more shareholder value by going it alone.
Ruud , it’s a simple method of creating constant attention. Just make ‘outrageous’ claims or statements and permanent attention is secured. It’s used by Trump and he gets the media attention he craves for. Same here I understand with this TP and as long as this board is accommodating ‘it’ by reacting ‘it’ will thrive and collect click baits.
Anyway looking forward to very interesting days ahead. Know the company is in very good shape and good company to move forward.
Proto, you still quote 32 million institutional ownership. I came to 36 million a couple of days ago by adding line by line of reported share ownership on my calculator of the daily Fintel reporting, but by excluding call and put options and possible short positions,
Soon.
Your are correct . I was biased and too fast and didn’t look at the dates of the various messages. The board has not the same frequency and intensity as the Lightwave board. Maybe the good news is that where some shareholders got bored, Cisco saw the business value.
Maybe nice analogy with Cisco acquiring Splunk for 157 per share just now! Just have a look at the Ihub thread/ messages as of yesterday. High short interest, high off market trading, CEO selling shares two days ago, real good short candidate for many, red figures, management failure. The normal speak so to say! Same kind of unintelligent messages we got used to here at LWLG . Cisco offers 157, yesterday price 119. Maybe a little lesson to be learned by our crew of naysayers here. I am sure they will face a similar fate here! Run for your life! Lol.
They must act if they believe in their nonsense, who would otherwise give ‘m their 21 million shorted shares?
They need to find people to roll over their irresponsible risk. Not feeling sorry for their predicament, do feel sorry to see how grown ups have to resort to these practices. I have them all on ignore, since I don’t belong to their target group anyhow.
Both parties must have agreed on the % level of equity participation and what and how to pay for it. A strategic partnership imo would at least entail a 15% ownership.
Yesterday's Lebby article was a great read to set the context of the internet environment it's challenges and opportunities. On the Lightwave Logic website you find the latest September 2023 investor presentation.
https://www.techradar.com/pro/artificial-intelligence-is-a-very-real-data-center-problem
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
https://www.isemag.com/fttx-optical-networks/article/14290981/proactive-powering-problemsolving-with-polymers
Let me throw out some thoughts, since I saw this happen a few days ago between Philips Electronics ( ASML, NXP & TSMC originated from Philips Electronics) EXOR ( Agnelli family largest single shareholder) with the help of Goldman Sachs and collaborative market makers. I suspect somebody could be building a net short position ( combining short & long strategies) in LWLG with the assistance of market makers circumventing the normal ownership reporting requirements. Using this stealth mode collaborative strategy enables acompany to build an ownership position at discount prices. The current short position ( 22 million) and the accumulation mode of institutions (36 million) proves that the business outlook mode for LWLG amongst long term institutional investors remains very positive and the persistent high uncovered short position is too high and beyond what could be considered 'normal' for institutional practices for ownership acquisition.. Life time results as promised during the ASM 2023 are available at ECOC ( the acid test for all stakeholders and the industry ). With X , I expect some real interest for a strategic equity position from the outside.
We long time investors have been climbing this mountain for many years. We are all together carrying on a ton of experiences and data in our bag pack. We have come very far. We are not giving up our climb to the top by turning back, now that the top is in sight and showing up in bright sunshine. In two weeks time at ECOC we will see what Lebby promised.