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OK. Yes, I have total faith in LWLG being big in the end. That said, do I wish I had waited to convert to Roth IRA all at under $4/share?...absolutely! Ready for Lebby to reward patience and not ask for yet more.
"Fairly Soon".
https://ludwig.guru › s › fairly+soon
fairly soon | English examples in context | Ludwig
Yes "fairly soon" is a correct and usable phrase in written English. You can use it when you want to indicate that something will happen in the near future but you don't want to be more specific than that. For example: "I have to finish this project fairly soon.". exact ( 59 ) Fairly soon, friendships were formed. 1 The New York Times
Wondering when long time investors will be "fairly rich"? 🙂
Fair enough. I could also be wrong and I was not a high school English teacher. 😀
I'll play the role of the high school English teacher...
What's up with the comma after "but since" from the shareholder letter?
Why don't they proofread these more closely? Is this just poor editing on the part of MZ Group or Dr. Lebby? Anyway, just a nitpicking complaint about perhaps the most discussed line from the shareholder letter.
"We are working hard to close additional commercial agreements by year end, but since, these are long deliberate processes, we can't guarantee that we will do so."
In my career, I saw many, many deals get done at the end of the calendar year because principals (executives) had incentive to do so. Funny how the lawyers who spend weeks, months wrangling over contract language can quickly come to agreement when their superior tells them to "get it done". The issue here though is that immediate year end revenue is not really at stake to a great degree (I would assume) so what is the great incentive to "get it done" now? So LWLG's best card in the negotiation game is to have several potential partners in the works and legitimately cause some concern in the eyes of the other party that someone else gets to take their priority/mindshare if they choose to play too hard to get. Who gets to be "first" named?...and/or when things are announced, do we also find out who the partner/customer signed in May is close to simultaneously?
I think question is what is incentive for both LWLG and partner(s) to announce now. Is it mutually beneficial to both? Is it better to formally announce vs. the "cat being let out of the bag more ACCIDENTALLY due to simple logistics of actually moving forward with orders, prep to go through next steps for ultimate solution delivery....hey, it just becomes more difficult to keep everything under wraps at some point Is it better for contracting parties to control the narrative or not? Is there any incentive to get an announcement prior to year end vs. January/Feb from an accounting or marketing perspective? Etc., etc.
Seems like this company might be potentially a good acquisition target for LWLG?
Alternatively, looking to move more shares from traditional IRA to Roth early January. Already done all I could for 2023 and have the one-time tax pain to go along with it. That said, January 1 it all begins again and can move more over at relatively lower tax rates.
OK...then let's make it 8AM on a Monday morning then...
planning to "implement" does not necessarily say NOT in trials already or give great insight into how far along anything is or is not IMO. I would suggest that "planning to implement" more likely simply suggests that a final contract has not yet been signed outlining all terms. It is intentionally vague.
Couple of things I liked. Brought back the "ubiquity" thing after giving it a needed rest recently. Shows still great faith in long term outcome. Also liked public reference on working to close deal(s) by year end in spite of complexity. Strong emphasis on more than one deal. If I am a company working with LWLG I take this as a signal that I want to consummate the deal sooner vs. later as there are multiple companies out there vying for their mindshare/attention/resources...and who wants to be left behind.
So the lecture by the GFS engineer on November 29 is fictitious? Don’t get me wrong, I am not overly emphasizing such a presentation as some kind of seminal event at all. Just trying to understand whether this is made up. There is so much BS persona-based, bogus information going on here sometimes that things are becoming difficult to decipher. Perhaps intentional. I don’t really give a dam about the egos here, I’m just trying to understand as much as I can about my investment. I was simply trying to respond to LewRock’s question about any citation for November 29 event.
Re: Pro_v12001 post# 167558
Thursday, November 16, 2023 4:38:51 PM
Post# of 167750
I think the Novemeber 29 reference is to this presentation by GFS (as posted by MDK a few days ago). Doesn't seem like the forum for making a major marketing splash announcement (nor the speaker), but one has to remember that this is likely most meaningful to very technical audiences regardless...so who knows?
https://ecse.rpi.edu/lectures/2023/300-mm-monolithic-cmos-silicon-photonics-foundry-technology
I think the Novemeber 29 reference is to this presentation by GFS (as posted by MDK a few days ago). Doesn't seem like the forum for making a major marketing splash announcement (nor the speaker), but one has to remember that this is likely most meaningful to very technical audiences regardless...so who knows?
https://ecse.rpi.edu/lectures/2023/300-mm-monolithic-cmos-silicon-photonics-foundry-technology
I would suggest that this is the VERY LIKELY scenario. Yu did not say anything about final product...only "physical samples ready to be productized". Obviously, LWLG has been providing perk to these partners under NDA all along. For one partner, who knows which?, LWLG has actually licensed to a partner. Doesn't mean that they are not close to many others as they have informed us licensing is "very active". I suspect we see a good number of licenses inked prior to volume shipments of product in second half 2023.
Been there done that already throughout this year. Was sort of hoping to see some appreciation and not just the tax bill...but I am patient.
Lewrock, recall there were a few discussions about every really good CEO ideally having a peer that can serve as a respected sounding board for council. Not easy to likely find in Dr. Lebby’s case, but do you feel confident that there is someone now? Thanks much and hope you are well!
Hope we see recognition of the 50K associated with May "deal"...aka they are delivering/transferring something. Otherwise, makes me wonder more strongly that timing of announcement was mostly just to placate shareholders and meet previous year's goal. Not being overly critical...but leaving that shareholder meeting I am guessing that there were hopes from others besides me that another license announcement(s) at least would happen within the next 5 months. And yes, I trust completely in Dr. Lebby to be making the right decision for the company and shareholders in the long run.
Great point. I think a devil's advocate view might be..."hey, our name is listed up there along with some of our partners/competitors, why are we not engaged or advancing more quickly to the next step with this company...or what can I do to move the ball forward given what I know or is being confirmed at this conference?". Either way, it's a nice aggressive posture to get the most from participating in the conference.
Would be interesting to find out how much coordination/agreement there is (and has been) with respect to speaker coordination on topics in each segment. I would think at least casual vetting that each is OK with the other speakers...to perhaps much more.
Agree. Board can use different input and perspectives…and always appreciate folks who bring expertise from their backgrounds that can be very valuable to all.
Are there not some substantial differences between patent strategy/circumstances/philosophy IDDC vs. LWLG? I was a significant holder of IDDC...not as long historically as others likely posting here and finally sold all of my remaining shares a few years ago. I sensed that IDDC was always heavily reliant on patent enforcement/compensation for their contribution to what had been determined to be "Essential" patents that were part of a larger body of patents that became standards for 3G, 4G, 5G. It all seemed a bit too quasi reliant on consortium oriented internet standards bodies and quasi international cooperation for my taste. Appreciation of share price at IDDC was stagnant during my holding time as they never seemed to get the big payday through patent enforcement. Is the suggestion here that LWLG patents will be at "risk" (if that is the appropriate term) to being made "essential" and part of some legally defined standard? Granted I am no patent expert or even a lawyer...but I also hope/trust that LWLG management proves to be superior to what I observed as a shareholder of IDDC. PS my comments may not have much to do with the back and forth with Loop and X.
Also, interesting that Shawn Lee, SABIC (on Optical panel with LWLG), is a business development person. See LinkedIn profile. https://www.linkedin.com/in/shawn-lee-4758513/
Interesting. SABIC, one of the company's presenting with LWLG at upcoming Optica conference, is ~ $83 Billion in assets! Check out profile...70% Saudi owned. Lots of collaborations with major industry players. https://www.sabic.com/en
F2, thankful to hear your wife and companions safe and making progress with getting home. Continued prayers for all and the folks in harm there,
yes. eom
Prospectively here the difference would be LWLG has an actual contract with Nokia/Polariton...assuming they are the players in the agreement announced in May.
That said, is a formal press release really needed in order to make the rest of the industry that something is already happening?...aka the competition is already moving forward with something that might put us at a disadvantage? And if KCCO7913 makes a tree fall in the forest, does anyone hear it?
Although perhaps obvious, the weak, red herring arguments given by detractors actually bolster the case for the very strong long term value of the stock IMO. I've yet to see any really strong bear arguments. Perhaps it's a good thing that the usual nefarious posters are here to allow solid counter arguments to clearly be re-articulated over and over again, sometimes with important up to date new nuggets included. Good thing for new investor eyes especially. Personally, I have the nefarious posters on ignore.
Isn't there another significant conference coming up still this month?...maybe they are waiting for that? Will be happy for you to tell us the news tomorrow though.
Seems to me that they have 8K'd presentations in the past with seemingly no specific commercial implications. Just as I recall.
Presentation on web site now.
ECOC attendance? Is there anyone here "on the inside" at this conference...and/or what are expectations of reports back from Lebby presentation, etc.?
There is an off color joke I heard once that went something like this...
There is a horny bull at the top of the hill with a herd of cows at the bottom of the hill all in heat. His best friend bull yells to him, "why aren't you running down the hill to "blank" a cow?!"...his reply, "why don't I just walk down the hill and "blank" them all!". Just guessing Dr. Lebby has too much class to use this analogy "in production".
You can also bet that if LWLG attempted to provide further details on time frames relative to specific future events or plans, the naysayers (shorts, manipulators, arses, etc. whatever you want to call them) would be all over it like fly on stink. Frankly, I don't want Dr. Lebby spending all of his time attempting to deliver on timelines that are to a significant extent also dependent on partners. The naysayers are at best disingenuous, at worst...well fill in the blank. We've all placed our bets...I am comfortable with betting on LWLG.
By the way, on Schwab, Fidelity, etc. the conversion is very easy to do online and executes instantly. You know right away what the taxable conversion price of your converted shares are.
I have extensively used the traditional to Roth conversion as a means of doubling down on my faith in LWLG as a generational long term investment given the relatively low price of the stock. As you said, will result in a tax bill at the end of this year...but a one time hit. And all future capital appreciation comes without tax consequences.
Thanks. I had seen previously, but had forgotten about it. Great!
Question for all:
In the most recent Dr. Lebby slide presentation (slide #30) from September 11 presentation:
Perkinamine 2, 3, 5 are listed under 2023 Commercialization. Which is most likely - two or three (or even more) entities contracting for utilization of any/all the 3 "products"...or just perhaps either just LWLG and the already announced un-named parter utilizing all three. Just wondering about probability of additional contracts being announced prior to year end.