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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.
Today 18 Sept Fintel reports 114 entries on Institutional Ownership list and a total of 36.232.339 shares in LWLG ( counting all entries minus call/ put options or short positions). Last time on 8 September I counted 37.2 million for 115 entries. Remember 30 June was slightly over 32 million.
Intel trying to invent its own way to cross the Purple Brick Wall?
Intel today announced one of the industry's first glass substrates for next-generation advanced packaging, planned for the latter part of this decade. This breakthrough achievement will enable the continued scaling of transistors in a package and advance Moore's Law to deliver data-centric applications.
"After a decade of research, Intel has achieved industry-leading glass substrates for advanced packaging. We look forward to delivering these cutting-edge technologies that will benefit our key players and foundry customers for decades to come."
–Babak Sabi, Intel senior vice president and general manager of Assembly and Test Development
Why It Matters: Compared to today's organic substrates, glass offers distinctive properties such as ultra-low flatness and better thermal and mechanical stability, resulting in much higher interconnect density in a substrate. These benefits will allow chip architects to create high-density, high-performance chip packages for data-intensive workloads such as artificial intelligence (AI). Intel is on track to deliver complete glass substrate solutions to the market in the second half of this decade, allowing the industry to continue advancing Moore's Law beyond 2030.
By the end of the decade, the semiconductor industry will likely reach its limits on being able to scale transistors on a silicon package using organic materials, which use more power and include limitations like shrinkage and warping. Scaling is crucial to the progress and evolution of the semiconductor industry, and glass substrates are a viable and essential next step for the next generation of semiconductors.
How It Works: As the demand for more powerful computing increases and the semiconductor industry moves into the heterogeneous era that uses multiple "chiplets" in a package, improvements in signaling speed, power delivery, design rules and stability of package substrates will be essential. Glass substrates possess superior mechanical, physical and optical properties that allow for more transistors to be connected in a package, providing better scaling and enabling assembly of larger chiplet complexes (called "system-in-package") compared to organic substrates in use today. Chip architects will have the ability to pack more tiles – also called chiplets – in a smaller footprint on one package, while achieving performance and density gains with greater flexibility and lower overall cost and power usage.
About the Use Cases: Glass substrates will initially be introduced into the market where they can be leveraged the most: applications and workloads requiring larger form factor packages (i.e., data centers, AI, graphics) and higher speed capabilities.
Glass substrates can tolerate higher temperatures, offer 50% less pattern distortion, and have ultra-low flatness for improved depth of focus for lithography, and have the dimensional stability needed for extremely tight layer-to-layer interconnect overlay. As a result of these distinctive properties, a 10x increase in interconnect density is possible on glass substrates. Further, improved mechanical properties of glass enable ultra-large form-factor packages with very high assembly yields.
Glass substrates' tolerance to higher temperatures also offers chip architects flexibility on how to set the design rules for power delivery and signal routing because it gives them the ability to seamlessly integrate optical interconnects, as well as embed inductors and capacitors into the glass at higher temperature processing. This allows for better power delivery solutions while achieving high-speed signaling that is needed at much lower power. These many benefits bring the industry closer to being able to scale 1 trillion transistors on a package by 2030.
How We Do It: Intel has been researching and evaluating the reliability of glass substrates as a replacement for organic substrates for more than a decade. The company has a long history of enabling next-generation packaging, having led the industry in the transition from ceramic package to organic package in the 1990s, being the first to enable halogen and lead-free packages, and being the inventor of advanced embedded die packaging technologies, the industry's first active 3D stacking technologies. As a result, Intel has been able to unlock an entire ecosystem around these technologies from equipment, chemical and materials suppliers to substrate manufacturers.
What's Next: Building on the momentum of recent PowerVia and RibbonFET breakthroughs, these industry-leading glass substrates for advanced packaging demonstrate Intel's forward focus and vision for the next era of compute beyond the Intel 18A process node. Intel is on the path to delivering 1 trillion transistors on a package by 2030 and its ongoing innovation in advanced packaging including glass substrates will help achieve this goal.
More Context: Intel Leads the Way with Advanced Packaging | Advanced Packaging with Glass Substrates (Video B-Roll)
If you want equity ( as stated by Mark Smith) now is the time for a cheap entry. Yes, that’s what I suggest. It’s certainly a very likely possibility.
https://www.reuters.com/markets/deals/goldman-sachs-used-derivatives-help-exor-build-28-bln-philips-stake-filings-show-2023-08-17/
https://www.reuters.com/markets/europe/goldman-sachs-discloses-short-position-philips-after-dutch-regulator-review-2023-09-11/
Exor ( Stelantis ) did it before, why not a similar strategy to acquire a ( low priced) strategic stake in Niocorp ( as announced by the two companies)?
Seems to me that holding your shares is good strategy, especially since off market volumes are rising.
In this case it was a complete surprise to management and existing shareholders and regulators. They kind of found out one day when EXOR announced it owned 15% in Philips Electronics. Goldman was the bank who helped to deliver the 15%.
I only know that hey got to 15% in stealth mode without the market being alerted nor any legal need for reporting. They bought shares over a period of time when prices were low. Investment banks and market makers shorted and delivered when overall a 15% ownership was established. Market Makers holding or trading for others are excluded from reporting ownership. Yes, institutions and banks can buy off market. Message here is that you can build a position at low prices n stealth mode with the help of your friends in Wallstreet. Dutch AFM ( SEC) wants to see if regulations need to be further fine tuned to avoid these kind of collaborative ownership changes in future,
Apparently it worked for EXOR up until 15% and covering is part of the equation ( long and short) and this way probably overall cheaper and done in stealth mode for a period of time without putting the market on alert.
Just thinking Lightwave and it’s 22 million short position. Just reading how EXOR ( Dutch holding company) took a 15% ownership share in Philips of the Netherlands without any need to inform the financial authorities. By using the support of Wallstreet Investment banks they shorted and went long at the same time and just showed a net short position for both strategies well under the legal reporting threshold of 5%. In other words nobody was alerted during the process until they announced of having acquired 15% in the company. Could they use a similar strategy to acquire a cheap stake in the market of Lightwave shares ? By the way market makers buying( on behalf of ..) have no reporting requirement.
Just reading how EXOR ( holding company of a.o. Stellantis ) took a 15% ownership share in Philips of the Netherlands without any need to inform the financial authorities. By using the support of Wallstreet Investment banks they shorted and went long at the same time and just showed a net short position for both strategies well under the legal reporting threshold of 5%. In other words nobody was alerted during the process until they announced of having acquired 15% in the company. Could they use a similar strategy to acquire a cheap stake in the market of Niocorp shares or will they opt to buy equity straight from the company? By the way market makers buying( on behalf of ..) have no reporting requirement.
Just to remind everyone that Lightwave is one of the two nominees for the prestigious ECOC industry Award. Let me highlight the importance of an industry award.
Industry awards hold significant importance for various reasons:
1. Recognition and Prestige: Winning an industry award brings recognition and prestige to individuals, companies, or products. It signifies that their work, achievements, or contributions have been acknowledged and appreciated by experts and peers in the industry.
2. Credibility and Trust: An industry award acts as a validation of quality, expertise, and excellence. It enhances the credibility and trustworthiness of the recipient, helping them stand out among competitors and gain the confidence of clients, customers, and stakeholders.
3. Marketing and Publicity: Winning an industry award provides an excellent opportunity for marketing and publicity. It can be used as a powerful marketing tool to promote products, services, or personal brand. The recognition gained can attract media attention, generate positive press coverage, and increase visibility within the industry and beyond.
4. Networking and Collaboration: Industry awards often bring together professionals, experts, and influencers from the same field. Attending award ceremonies or events provides opportunities for networking, building connections, and fostering collaborations. It can lead to new partnerships, business opportunities, and knowledge sharing.
5. Employee Motivation and Retention: Winning an industry award can boost employee morale, motivation, and pride. It acknowledges their hard work, dedication, and expertise, fostering a positive work environment. It can also help in attracting and retaining top talent, as it demonstrates that the organization values and recognizes employee contributions.
6. Benchmarking and Improvement: Participating in industry awards allows organizations to benchmark their performance against competitors and industry standards. It provides valuable feedback and insights from judges or experts, highlighting areas of improvement and innovation.
Overall, this industry award could serve as a valuable recognition and validation tool, contributing to the reputation and success of Lightwave, Lebby and his team within the photonics industries.
Not sure, I think he is from Maroc. He may have other things to worry about!
Wonder if our shorts are generously going to offer again cheap shares to the investors at Wainwright and others? How stupid can you be?
Just adding todays FINTEL 115. Entries for Institutional Ownership LWLG ( corrected for call and put options) : 37.042.253 ( 37 million and forty two and two hundred fifty three ) shares. Institutional ownership is 32%.
https://fintel.io/sob/us/LWLG
Intel’s pluggable transceivers involve 25G per lane. I understood Intel outsources these from ST Microelectronics in France ( since 2019). Intel transferred it own transceiver production, but held on to it silicon Photonics development activity. As of last week staff was sent home. It appears it’s transceivers involve margin stacking from various component suppliers and are too expensive ( low margin). If you have different information, please share.
Understand from Lewrock that only ACTIVE money managers from qualified institutional investors with a documented AUM ( not offering 3rd party or competing services) are permitted at the 25 th Annual Wainwright Conference 11-13 September. NO INDEX FUNDS.
The news that TSMC bets on silicon photonics for extended bandwidth and speed for AI will have alerted its main chipmaking competitors (Samsung, Intel, Global Foundries). It will force all of them to rethink strategy and to speed up execution. TSMC transitions fast from strategy to execution. It’s probably the best in chip manufacturing.
It’s odd that Intel this week sent part of its photonics development staff home. Was Intel not satisfied with its current silicon photonics development progress, do they intend to outsource both development and manufacturing or do they have other options to position themselves in the photonics market? Can’t imagine Intel would give up on photonics for data and telecom. These are multibillion markets and the development synergies and manufacturing wafer scale benefits may give huge competitive benefits. I see this development in the field as hugely beneficial to Lightwave, since Lightwave offers silicon photonics the additive benefit of the customer required extended bandwidth, speed and low power for potentially decades to come.
TSMC bets on Silicon Photonics. Come on Intel!
https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-bets-on-silicon-photonics-to-enable-more-powerful-ChatGPT
Miss Xenalives. Hope you are ok?
Putz, daily short volume is about 50/60% from total volume. Moreover there is a large part dark pool trading according to Fintel. My interpretation is that institutions are quietly accumulating ( dark pool) and I wouldn’t be surprised if they do this in tandem with shorts to make sure they buy as cheap as possible. Institutional ownership increases, be it slowly, but steadily. With hopefully some news around the corner, but still in wait and see time, this trading pattern makes sense and will continue for some time.