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Red, I suppose my point, is that once I see noteworthy revenues on a balance sheet, combined with forward guidance, the identity of customers is less significant to me. That said though, any PR that includes big names would get my undivided attention. 8^)
Red, In my mind, knowing who the customers are might help an analyst dig deeper, but that information isn't critically necessary IMHO, Who customers are generally isn't broken down on corporate 10-Ks and 10-Qs. Cash-in and Cash-out, with forward guidance are the key ingredients in analysis IMO. Lebby has indicated on several occasions that the identities of customers would be disclosed upon "Mutual Agreement", in the form of "Joint PRs." I believe we WILL eventually get a handle on some of the customers. Other customers, maybe not... The NIST Collaboration comes to my mind. There are numerous Defense Contractors involved in that collaboration. National Security might be a foundation for NOT discussing what they are doing or with whom in that instance. Dunno....
It has been 17 months, 10 days since the collaboration announcement. Cricketts....
https://www.nist.gov/news-events/news/2022/11/nists-chip-calibration-methods-advance-semiconductor-research
Comments by Mark Lutkowitz regarding Lightwave Logic. This was posted on LinkedIn a few hours ago. While Mark is taking notice of Lightwave, it seems he's still skeptical.
https://www.linkedin.com/feed/update/urn:li:activity:7189988277653843969/
Interesting. Eliminating non-compete agreements could make NDAs even more important, but.... How would NDAs be policed and enforced when a employee takes knowledge with them and joins another company?
"The end of non-compete agreements is a tech job earthquake – Computerworld"
https://www.computerworld.com/article/2095092/the-end-of-non-compete-agreements-is-a-tech-job-earthquake.html
I put the new "Infomercial" guy on Ignore. I like that "Iggy" feature!
Dunno about that Red. Lebby has stated on numerous occasions that the BIG companies take more time. In my mind, the big companies want assurance of reliability and supply-chain issues. As an example, NVidia's Jensen Huang suggested in a fairly recent interview that they want all of the "I"s dotted and "T"s crossed before they will work with anyone. Another consideration in my mind, is the bigger the company, the taller the corporate ladder. I suspect people on each rung of that ladder need to be on-board before a company pursues a disruptive change. Regarding supply-chain, the big dogs want assurance that supply of materials cannot be disrupted. COVID raised that red flag across numerous industries. I cannot prove it, but I believe Lebby indicated that would not be an issue. Apparently they have contingency plans in place, but I don't know that to be fact. A big customer would be pretty pissed if the current Lightwave facility burned to the ground and they couldn't get the Perk....
X, I have deep respect for you, but I do hope you are wrong about any near-term buy-out. If Lightwave can bring the other potential verticals to market, the pps will likely be MUCH higher and that will take some time to achieve. I feel Lightwave has more potential ROI as a stand-alone biz for a few more years, than if they were absorbed by a behemoth corporation.
I also suspect that interest in LiDar applications is further along than we might think. Dunno.... In this and many industries, it seems that the things companies don't or won't talk about might be the final catalyst for explosive growth. We'll see....
Vein, I'm just guessing, but I'll say that we DON'T know that we AREN'T a part of part of GFS Fotonix's platform yet. A recent update from a fellow investor on the other side of the pond suggests there are as many as 40 NDAs in place. I suspect that is true. We won't know who Lightwave is working with until IF/WHEN we see PRs. Lebby has suggested many times that BIGGER COMPANIES move slower. I believe him. Lightwave has also indicated that "Partners" would be announced in simultaneous PRs, by MUTUAL consent. The silence we are experiencing isn't fun, but I've put most of my chips on the table. The Wall Street Casino will be happy to take my money if I'm wrong. If this doesn't work out, I might need a place to stay. Do you have room in your basement or is Ted already a Tenant?
Theodor, I'm just guessing here, but I suspect you have your shorts in a wad because true long investors share info privately and you aren't part of the "Club". Nobody is going to give you the "Secret Decoder Ring", because you've alienated most of the people on this forum. Gotta put you back on the "Iggy Thing". Enjoy your day.... Try going fishing. We know you are a Master Baiter. 😂
You guys who keep talking about a Buy Out might suffer from "Premature Prognostication" LOL!
I don't think that is on the table and I won't support it unless it is for a Ship Load of money!
If I'm not mistaken, the company's goal is to maximize value with potential verticals they aren't even marketing yet. LiDar would be one of those applications.
Selling too soon could leave a TON of cash on the table.
Meanwhile, we wait for market acceptance and revenues from Lightwave's CURRENT offering..... JMO....
Those new job openings suggest Lightwave is posturing for production IMHO.
https://www.linkedin.com/jobs/search/?currentJobId=3901395568&f_C=10109554&geoId=92000000&origin=COMPANY_PAGE_JOBS_CLUSTER_EXPANSION&originToLandingJobPostings=3901395568%2C3901397487
Vein, Go outside and watch the sky this week. I've heard there is another Eclipse coming and it should be a Doozy! Supposedly the Sun is going to block our view of the Moon. That should be a sight to see! Skip the sunscreen and stock up on BBQ Sauce LOL!
" Why Liquid Cooling Systems Threaten Data Center Security & Our Water Supply "
https://www.darkreading.com/cybersecurity-operations/why-liquid-cooling-systems-threaten-data-center-security-water-supply
The next 10-Q should be coming out in 4 weeks or less. I suspect we'll see some indication of sales on that filing, but I'm not expecting it to be a lot yet.....
McFish, the media outlet is part of Gannett, who controls most of the media in the US. If you've viewed too many articles without a subscription, you WON'T be able to view "New" content....
Hmmm.,,. I DO have concerns about this regarding BOTH water and energy needs. I live close enough to El Paso to be there in less than 45 minutes.
https://www.elpasotimes.com/story/money/business/2024/04/09/facebook-parent-meta-buys-land-in-el-paso-for-proposed-data-center/73223474007/?fbclid=IwAR1f46fhuv8k-RapXnAV66y1nbDCT1KlmgayRgmhawGo6pmxcFjKhOp95CE_aem_ASnn8VWaprsjb2O6fRa9SMu_ViJkPVNdYlEsq9ZuTq1t5FMYHlC9W35_iHfiDGsV6gN2WjdlZbLIGYC-pTKZJ__E
Killer, I don t think LD Micro ever did segment presentations by company. I do suspect we'll see an edited video segment specific to LWLG soon though.
Lebby starts his presentation at around -3:20
Spartex, water is an ongoing deep concern for southwestern states. Droughts are sporadic, but access to a reliable water supply is always a concern. From a real estate aspect, I have a very good handle on what the issues are. In NM, agricultural use is extremely high, due to the amount of farming in my region. Water use for Ag purposes is metered at the wells and annual allotments are regulated by the NM Office of the State Engineer. They regulate surface water from the Rio Grande River AND ground water that comes from wells.
Regarding Foundries and Datacenters, it is my understanding that on a global level, Fabs and Datacenters recover and reuse roughly 45% of the water they use. In the case of Intel and TSMC, it is my belief that they do/will recover/reuse over 90% of the water they receive in regions like NM and AZ. I hope that is true. The tech industry uses a LOT of water. In my mind, the semiconductor industry in PHX will eclipse what Intel built in ALBQ a few decades ago.
Then there is the energy topic. I shared an article a few months ago regarding deep concerns about Datacenters being built in Loudon County, VA. Virginia has concerns that they don't have enough energy available to feed the wave that is coming.
On the bright side, drought conditions seem to run in cycles. Shasta Lake in California is expected to reach full capacity shortly, after years of alarming drought conditions. Regardless of the cause, the climate is changing and always will, as it has for billions of years.
Industries that consume a lot of water should be compelled to recapture and reuse as much water as possible IMHO. Desalinization might be an option for coastal states, but the cost to treat and transport water by pipeline to interior states like NM and AZ would be tremendous and cost-prohibitive.
I suppose we live in different Tax Brackets Smitty. I own far less than 100k shares, but I remain Bullish on the underwater shares that I own. Are you suggesting that I'm not worthy of sharing my thoughts?
The wind and solar power folly is not going to meet our energy needs. Natural Gas is going to make a comeback and we need to build more nukes.
" Could AI Spark a Boom in Natural Gas Demand? "
https://oilprice.com/Energy/Natural-Gas/Could-AI-Spark-a-Boom-in-Natural-Gas-Demand.html
Your comment makes me think of the Abbot and Costello skit LOL! When it comes to Lightwave, It is apparent that the only people who know "Who's on First" are the Ball Boy, Bat Boy and Water Boy. Shareholders know NaDA. We need to get those boys out of the dugout and onto the field to see them. LOL!
For those asking "Why?" .... If I'm not mistaken, it seems to me that Lebby suggested a couple of years ago that partnership deals would be revealed in JOINT PRs, which would require MUTUAL CONSENT. In my mind, Collaborations are not the same. We know that Lightwave is involved in a "Collaboration" through the NIST as announced on 11/17/2022. Through PRs and investor sleuthing, we KNOW Lightwave is working with MANY companies. We also KNOW the identities of many of those companies. Until Lightwave and their NDA Partners send out an engagement announcement, Investors are stuck with speculating Who is "In Bed" with Who? JMHO....
Say what you wish Troll, but I've been following the company's achievements for close to 3 years. I believe there will be a nuclear news-bomb in the future that leaves you holding your "Tool" and wondering what to do with it. BTW, you are back on that "Iggy" Thing....
I've been gambling at the Wall Street Casino for a couple decades +, but I'm still FAR from what I'd consider a "Seasoned Investor". I've won some and I've lost some just like everyone. That said, the thing that amazes me about Lightwave is the number of investors who have held for years/decades and never lost faith. Some of our fellow investors have experience and knowledge in the semiconductor/photonics industry. Others have never worked professionally in the industry, but have accumulated tremendous knowledge along the way. This isn't a "Boiler Room" pump and dump investment IMHO. NOBODY waits 10-20 years for that kind of thing... LWLG is the only stock I've ever owned that has such a knowledgeable investor following. My shares are still underwater, but I'm convinced we have something here. 2024 is just the beginning IMHO.
LightwaveLong, I don't have a clue. Just ask my former wife LOL! I understand the "Concept" of this investment, but when it comes to the "Tech" side of things, I'm as enlightened as Forrest Gump. My professional career(s) involve jewelry manufacturing and real estate, I'm following fellow investors who seem to know what they are talking about.
Not being a "Techie", I have no idea if this affects Lightwave either positive or negative. Mark Lutkowitz put this up on LinkedIn a few hours ago:
" From several sources, fibeReality has learned that Lumentum came in for a huge shock very soon after the acquisition closed for Cloud Light (please see: https://lnkd.in/gZzZd_2t). Apparently, there was an expectation of silicon photonics PICs being available, to be used in the acquiree’s 800G transceivers, that were to be produced by the dominant customer, Google (please see: https://lnkd.in/dvEuyKxs). Those components from the large user apparently did not work. The time it will take for the hypersclaler to do a respin is expected to be about an additional nine months. In the meantime, Google will employ an EML solution for its 800G requirements.
fibeReality understands that the initial pre-run parts are out of the fab at Google. Also, we are aware that the cloud services provider has a SiPh group made up of quite capable engineers, appearing to emphasize next-gen module solutions in its work. "
https://www.linkedin.com/feed/update/urn:li:activity:7180965591657185281/
Red, It is my hope that we are deep into commercialization of the future verticals the company is working on before Lightwave is acquired. IMHO, in a "Perfect World", Lightwave could be the company making the acquisition(s). My thoughts may be a pipe dream, but I can't rule it out.....
Tasermania, There is an interesting connection between Lightwave and Taser. Several years ago, I was investing in WRAP Technologies. The CEO at the time was Thomas P. Smith. Tom co-founded AXON with his brother Rick. Rick is obviously still CEO at Taser/AXON.
When I was researching Tom, I discovered he once sat on the BOD of some OTC penny stock called Lightwave Logic. I couldn't understand why an OTC (Lightwave) was trading at $10, so I dug deeper. I wound up starting off with 100 shares at the time and here I am! 8^)
Tom Smith left the BOD of Lightwave around 2011 and his father Philip Smith took that role briefly back then. Tom was briefly CEO at WRAP and suddenly departed a couple of years ago. I had been in and out of WRAP several times over the years and finally liquidated my entire position to buy more LWLG.
Apparently Tom Smith had moved on to Set Jet, a private aviation company that suddenly ceased operations last month. I have no idea why.
To make a long story short, I discovered Lightwave purely by accident, because I was researching another investment at the time and I'm GLAD to be here! 8^)
I look forward to seeing if this will perform like Taser in the coming years. Lightwave's "Ubiquity Footprint" potential is greater than AXON's offerings IMHO.
vein, I'm guessing April and May should be good months. This week's PRs helped break the deafening silence, but keep in mind that PIC International is less than 4 weeks away. I'm guessing Lebby will have more to talk about then, because that is exactly what these trade conferences are for. Gotta talk up the product offerings while you have the industry's attention.... that kinda thing. I'm guessing we might see the next 10-Q the 1st week of May. Maybe that will give us more info on revenues from the deal that was announced last year? Then the ASM on May 22nd... I hope Lightwave announces another contract or two by then. Keep your eyes on the calendar.... I wish I could go to the ASM to meet some of you guys, but it isn't in the cards this year....
"We are all set and excited to meet you at OFC 24 at booth 4811.
Do not miss out the live demo of our silicon organic modulator featuring our electro optic materials.
Get the latest update on our current devices facilitating up to 384Gbit/s PAM4 for driver-less operation at sub-1 V swings.
We are looking forward to meet you."
https://www.linkedin.com/feed/update/urn:li:activity:7178440817705988096/
Dunno if this LinkedIn post has been shared on any forums, but it kinda resonates with me.
" SilOriX is proud to present its recent progress at the post-deadline session of the 2024 Optical Fiber Communications Conference (OFC) in San Diego . Together with our partners at Karlsruhe Institute of Technology (KIT) we demonstrate the first high-speed SOH modulator operating in the infrared telecommunication O-band around 1310 nm. Combining SilOriX’s proprietary slot-waveguide concept with our novel SOXD material family, the device offers single-channel data rates of 384 Gbit/s (192 GBd PAM4) at sub-1V drive signals – the highest data rate so far achieved with a silicon photonic Mach-Zehnder modulator (MZM).
We thank our team and our partners for the hard work that lead to this demonstration. For further information visit the presentation of Adrian Schwarzenberger (KIT) on 28 March, 17:45 - 18:00h (paper Th4B.6): "O-Band SOH Mach-Zehnder Modulator Operating at a PAM4 Line Rate of 384 Gbit/s With Sub-Volt Drive Voltage“ and visit the SilOriX booth (no. 4811) at the OFC exhibition. "
https://www.linkedin.com/company/silorix/posts/?feedView=all
From "The Graduate"... Loved that movie!
Fintel and IBorrowDesk were both showing similar shares available. I'm sure it was a glitch in a server somewhere. I HIGHLY doubt it was a typo, because I'm sure the data is generated autonomously.
https://fintel.io/ss/us/lwlg
https://www.iborrowdesk.com/report/LWLG
Shazam, there are three events happening before the ASM that are an opportunity for Lebby to talk about the things he hasn't been talking about. OFC starts this weekend. PIC International is at the end of April. In May, I think it is likely we will see the next 10-Q, before the ASM. I remain optimistic news is coming and some of that news needs to include a new DEAL or two....
Pro, anyone who has a LinkedIn profile can look up specific companies and 'Follow" them. Updates for those companies will pop up in your newsfeed on LinkedIn when new posts happen.
This post is off-topic, but interesting. I continue to think that nuclear power is a viable component in our quest for reliable, affordable energy. Small reactors seem to have the most promise, because they don't take years to build. I've been following NuScale for a few years and they are obviously the closest company to achieving that goal, while we wait to see if Nuclear Fusion will become a reality. The company in this article isn't NuScale. It is a start-up with optimistic goals. A huge advantage to micro reactors is that they can be built in a factory and transported by semi to their intended destination. I don't know what kind of security and safety risks that might involve.... The article doesn't mention Data Centers, but we all know that kind of application would require a freaking CONVOY of semis to satisfy the power demand....
' Wyoming A Finalist For Factory To Build Portable Micro-Nuclear Plants"
https://cowboystatedaily.com/2024/03/15/wyoming-a-finalist-for-factory-to-build-portable-micro-nuclear-plants/
Even without the DC part of the equation, the grid is greatly insufficient to handle the demand. The movement towards electrifying everything and phasing out Coal ( I support that) and Natural Gas is the root cause. Natural Gas isn't going away in our lifetimes and we need more Nuclear Power.
We DO need to reduce our energy consumption whenever possible and we DO need to reduce pollution. The US has been doing a pretty good job on both topics, even without mandates and subsidies, which drive energy costs up and contribute to inflation.
Meanwhile, a foreign entity is setting global energy policy, in an effort to dictate to the US what we need to do regarding "Going Green". I suspect that as a rental property owner, eventually they may try to force me to install charging stations, whether my tenants drive EVs or not. This kind of policy drives up the cost of housing, whether one is an owner or tenant. The cost of energy contributes to inflation. After all, EVERYTHING we consume requires energy to produce it.
https://www.foxnews.com/politics/little-known-international-ngo-finalizing-building-code-forcing-us-homes-to-be-green
https://www.realclearenergy.org/articles/2024/03/14/electric_transmission_buildout_could_cost_americans_trillions_of_dollars_1018392.html
Obviously, Lightwave offers the potential to be a component to helping reduce energy (And Water) consumption.
Gotta step off my soapbox now. I hear an alarm ringing at the nuclear reactor in the kitchen. I suppose that means my lunch is ready..... 8^)
I'm just guessing here, but I think retail investors aren't selling, institutions are trying to accumulate and the shorts may just be pawns who are helping institutions. The current trading action appears to be a circle-jerk IMHO.