is enjoying the weather
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Nice start.
I do not know. With the low trade volume I think that the dilution may be going to the accounts of moneyed interests. Possible suggesting deeper pockets backing the company than just a few us retail folk at ihub..
Strange even with a slab to put the new test plant on construction still moves a lot of rocks...
You see flak, your near the target..
GLTA
Mr. Libby did nothing wrong and the conference acted on the information he presented in an entirely appropriate way, this is clearly reflected in the PPS and volume.
Because the chart stops. If it was good they would push it out farther.
It is the weekend. Some people do not work on the weekends.
My fervent hope is that around Christmas we find out that REE extraction with the rotary kiln was successful in the first test run. If that happens then it will be Katie bar the door, this thing will go ballistic..
I think wild card will be the rotary kiln. I could see the plant completed by November and everything waiting on the kiln. I put marker on December 25th.
No, the 2nd on 45, shows a very steady if slight rise in required voltage (decrease in sensitivity) until the end at 2k hours where you even get a feeling the decay is increasing.
Well, I just looked at my clipboard.
1. Plant rebuilt by October= Check
2. Revenue my winter 2020=______
3. Profit=_______
Look at that, a goal checked off. Glad I picked up those addition 40k shares yesterday.
Let us keep in mind we are talking about very high data rates. Rates that currently will be for large data and intercity and regional transport. These transports are very redundant and any traffic interruption is financially very costly for the carriers. Keeping in mind that the stated target market is the over 10km market. You can say Meta Stable until your blue in the face but I suspect no "Tier 1" will adopt until not only a longer test period but also a long field trial.
The tech has potential as does the company, it is a good speculative investment. The company has yet to show me, a retail slob, what I think is required for this formulation to move forward. Maybe next month or next year we will see a 5k hour test that shows stabilization. Will it be the current polymer or one slightly altered.
You have to ask yourself if you were LWLG and your latest formulation drifted toward failure after 2k hours what would you do? Probably exactly what they are doing. Showing the good parts of what they have, minimize the bad, basically buy time and preserve share price as best they can and hope you can get if solved sooner rather than later.
If it seems I am harping on those 45 slides it is because yes, that is the most current and complete information any of us has seen from the company. Unless you are an insider who walks the floor and lurks how do you know more about the tested performance than what we have been told? Speculation, pure and simple.
So the test bed they got the 2k hour results from self destructed at 2k hours? Mission Impossible style? "Your mission, should you choose to accept it, is test this optical transmitter for 2k hours and 2k only. Should you choose to accept this mission your test set will self destruct at 2001 hours in honor of HAL, the optical core ships computer in the movie and book 2001" .........
Have you tried to get 35mm developed lately.
I have a substantial skill set. It not only includes the use of control+c but also control+v and drinking coffee, I am very skilled at drinking coffee if you would please ignore the stains on my shirt...
Yes. Guessing. Also of note is the monthly updates stopped probably near the time 4k or 5k hour results came in. They are working and making progress but I do not think this is it.
So you are saying the current mix is it? That these transceivers are indeed being picked up and placed in field trials in order to verify they can live in a real network?
No. I do not think they are that far along and bear in mind there are entire platforms that do make it to trial stage and fail and never get deployed. I personally have seen many power points, "this is the next big high speed solution to begin deployment" and two years later. "Whatever happened to that deployment". " Oh, it did not pan out, turn out X ,y or Z was bad in real world conditions and it was not up to reliability standards.."
Yes, I do, the slide is true. No one but me, well, I am the only one willing to beclown themselves on a message board about it for sure. GP not withstanding, no offence brother...
The titanic was unsinkable, the Edsel was a sure hit, charge constants on a battery make no difference if the sales chick is hot. People see what they want to see.
I think it is silly, I come here hoping for something new but only see the same stuff. Speed, cheap, game changing......
My point about that one single chart, the last one in a "home run" presentation was it is not good. The only one, strange, you know it was massaged, you know real "photonics" buyers have seen more complete and compelling data sets. This stock continues on a trajectory inverse to that of the tested "biasing" voltage, a slow and steady decline. Someone, anyone except GP please offer me a reasonable explanation beside that of investor ignorance?
It is like buying a car but ignoring that sound of a bad bearing in the rear end, I wanted that damn Firebird so much I sorta tune it out because the exhaust note is so sweet and the Golden Eagle on the hood is the coolest, as cool as my mullet. A year and a month later when the rear end starts grinding and I have to put it in the shop I will be telling myself, nope I did not hear that grinding, even tho I know I did.
Yes, I do, the slide is true. No one but me, well, I am the only one willing to beclown themselves on a message board about it for sure. GP not withstanding, no offence brother...
The titanic was unsinkable, the Edsel was a sure hit, charge constants on a battery make no difference if the sales chick is hot. People see what they want to see.
I think it is silly, I come here hoping for something new but only see the same stuff. Speed, cheap, game changing......
My point about that one single chart, the last one in a "home run" presentation was it is not good. The only one, strange, you know it was massaged, you know real "photonics" buyers have seen more complete and compelling data sets. This stock continues on a trajectory inverse to that of the tested "biasing" voltage, a slow and steady decline. Someone, anyone except GP please offer me a reasonable explanation beside that of investor ignorance?
It is like buying a car but ignoring that sound of a bad bearing in the rear end, I wanted that damn Firebird so much you sorta tune it out because the exhaust note is so sweet and the Golden Eagle on the hood is the coolest, as cool as my mullet. A year and a month later when the rear end starts grinding and I have to put it in the shop I will be telling myself, nope I did not hear that grinding, even tho I know I did.
We could hope sooner than June. WNP should in theory be signing as soon as the first batch is done. Have not heard much of them in the last year or so, maybe they have gone the way of Kiewit........
Maybe I could capture slide 45 graph 2. That shows what over a 83 day test? Sure the deviation between outliers decreases but the mean increases at a stead rate. My inbox is still empty if the company has a better data set.
Agenda? How about just being honest. I would have been thrilled if this stock shot thru the roof. It has not and I suspect I know why. My question for the booster here is if this is the next mousetrap why the PPS?
Cheap shares are already here,. CCTC does not need help in keeping PPS down at the moment.
Hey there, my eating habits are immaterial to the success of this stock..
Well, let us hope I do not have to start liquidation of my holdings by November.
Coffee is for closers.
Checked my email. Still nothing from the company about my concerns. Their PK material exhibits linear and consistent degradation of voltage sensativity during the 2k hour test without exhibiting stabilization. No one wants to deploy a transmitter that exhibits these traits in their Network and it indicates a finite device service life. LWLG needs to and may have already moved on to testing other formulations of their polymers.
Treading water...imo
Good news is if we get a big nothing this week 2 million shares dumped at market may just drive the price sub penny and I could pick up crap ton and drop my cost average way down.
The bad news, the stock may never recover from sub penny...
Smoking Turkeys?
I am curious about the menu at the plant ribbon cutting.. Steak, brisket, burgers, hotdogs, sausage, chicken or just smoked turkey?
Nothing in my inbox from the company..
This next few weeks will be interesting any way you cut it. If we do see photos by Friday that would be good.
You dead on. I had 10k shares. Sold 5k and ate the loss. If next year they pull thru my 5k will make up this year's loss and then some. However, if they do not fix the problem and the data they have not yet seen comes in crap and this thing collapses I loose a few grand less than I would have. Now I have some cash to throw at my next spec stock whatever it may be..
"The data will be great". Sure it will....How many years have they been grinding on the problem and have yet to solve it? May just buy more of something that pays dividends,. Those are nice..
Will they have a ribbon cutting with steaks on the grill?
My current theory is the work orders have been signed with a commencement date of either September 30 or October 1st.
Maybe they have hired some guy with a drone to document the build. That would be cool and generate buzz...
Self delusion is great, I feel better already..
Sure,. Have you read the standards? They run thru 2000 hours of testing.
You are probably correct and that slope does indeed flatten out after 2000 hours thru 4000 hour but the company only released the 2000 hour dataset because they really wanted someone looking at that chart to go "WTF is this, that does not look good, it looks like an undriven service life of at most a couple of years if the trend persists.". The company is not lying to us and I try not to lie to myself. Sorry if sharing my thoughts on this is not what you want to hear.
One can hope. My disappointment this week was LWLG, next week is October and CCTC can let me down and make it a 2fer.
Telcordia GR-468 specs only run to 2000 hours so that is what the graph shows. I emailed the company with my concerns and will share any response I get
I regret being the one who made GPs day but facts are a stubborn thing. I could be wrong but volume and pps tend to make me think I am not. Geeks have brokerage accounts also and my concerns seem in line with the companies and it's stocks behavior YTD.
We need to see longer duration data sets. There is nothing positive about that chart unless it was much worse previously. It does not show consumer ready. IMO
IMO only if it is flat. It shows a stable linear degradation
Page 45 written on lower right corner. 46 in my PDF viewer.
Looking at the chart gives me that feeling in the pit of my stomach.. Not the happy dance one either. Occam's razor tells me if they had a better chart that hit 3k hours or 2.5k hours that showed no further degradation they would have included it in the presentation. I suspect the problem is either linear or worse yet a curve.
I just let 1/2 my holding go at a loss. I am going to stick around as the up side is huge here but this is now a small spec stock for me not a portfolio buster.
I hope they succeed but just because the CEO has the "tech geek" thing down does not change the physics of the thing..
GLTA
Right hand chart on the slide titled "Improved temporal stability of Vpi @ 85°C"
Noteworthy in that it is the last graph and slide before the road map update. They made a poo sandwich if you will. Good stuff, bad stuff, Good stuff.
I do not think I am wrong on this, I want to be wrong as it will loose me money.
Reminds me of replacing lead acid batteries with SAFT. The charge constants were different and existing plant not designed for the increased load. Oh, ignore the chart, the sales chick is a hotty. 3 years later and much addition cost, yup, should have paid attention to the charts..