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Follow the money. Follow the company. Forget our distressed cult here trying to re - invent and twist history to their benefit. Big Institutions keep accumulating,
Lebby comfortable of getting into the media, starting to throw really big names around in public, detailing how LWLG will deal with different customers.: those buying directly from LWLG, those favouring to buy from their foundries. Re confirming timing.
Award winning Hybrid PIC platform . Ted, you can’t integrate on a a wafer without PDK ‘s, you can’t integrate packaging without the output from the foundry. You can’t win an award for something non existent. Don’t try to find the Philosopher’s Stone. Harry Potter found it already.
Does anybody here knows what it takes to have a hybrid integrated PIC platform ? It means phase foundry ( wafer integration) phase packaging ( device integration) have been successfully concluded. I won’t go into detail, but just let me add, you can’t be more specific than that. The product is ready ( to be commercially released). Add the interview where Lebby talks company big names and 2023-2024 ( never changed) Add the Award. What more specific information or hints do you want ? You think he wants some big companies to come and sue him? Wake up.
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Demolition Man, I see Walter retrieved my original mail. At the time the SPAC collapse was still fresh and we as shareholders ( in Belgium but all here on Ihub as well) were very disappointed. Mark and Dean did a good job in restoring some of the lost confidence. That was my conclusion and I shared it. Bit different message than you implied. For me personally that was the end to the story. That you keep bringing the SPAC and management’s failure to conclude it in all its projected aspects up time and time again and even twist my message to suit yourself, doesn’t help anybody.
Yes, of course. Does it matter? It’s planned as part of a communication strategy. That’s the important part. You also pay for commercials. Free exposure in the photonics media has been ongoing. It’s important to notice this slight change to national media. I read the article. Can’t link to it. Did you read it ? Commercialisation confirm 2023- 2024 time frame. Go to Reddit.
Can’t get an Award for Hybrid product if you don’t have a product in my opinion.
Hybrid PIC Integration Platform
For those unfamiliar with this term.
Hybrid means integrated on wafer and packaging level. Most innovative product means : final product. A final product is a saleable product.
Good observation. Didn’t even know I touched the damn thing, Thank you.
I haven’t read todays interview in the Wallstreet Transcript with Michael Lebby. I have no subscription. What I do know is that the timing is important to note. Have asked in the past why Lightwave had such a low awareness on the Street? He replied they would start to look for media exposure when the time was right. On my question what the right time was, he answered when we feel comfortable to do so.
https://www.twst.com/interview/interview-with-the-chairperson-and-ceo-lightwave-logic-inc-nasdaqlwlg/
Demolition man, I reported back on the dinner meeting in Belgium and so did WalterC. on his meeting with Dean K. We gave our personal impressions., because we thought you guys would be interested. Those messages are still here on Ihub. Maybe you did not read them or just forgot. Of course no new information was shared. We talked about the SPAC failure and Mark and Dean’s role and interpretation of events leading up to this situation. Your story about the meeting is completely bogus . Why are you making this up? Who are trying to help with this ?
In all of Intel’s recent presentations Intel never touched on it future in silicon photonics. Very strange, since Intel produces photonics devices since 2016. The acquisition of Tower was part of Intel’s future photonics strategy so much is clear. Now that Intel’s Tower acquisition was aborted due to Chinese regulatory objections does that require a change of strategy? Tower was on the LWLG funnel presentation. Will Intel need to substitute Tower ? Anybody?
I think the message with the reference to implanted pink glasses and the style mistake in his last sentence clearly identifies him as a non English speaker and if I was to guess a Chinese spy.
Lovelwlg, yes our messaging is a paper pissing contest. I agree with you. Volume and price have gone up and down, but have basically remained the same over a year period.
What has changed verifiably is that the institutions hold more shares now than ever before ( from 0 initially on Nasdaq to 30 mio) that the number of short shares hasn’t changed and remains around 22 million for more than a year now. The company has added a couple of million new shares. Share count is at 116 mio ( used to be around 112- 114). So that means that over time the company added 4 million which were absorbed by institutions, the shorts added 22 million which were absorbed by institutions, 4 million retail shares from the original 112 million were absorbed by the institutions. So the situation as of 6/30/2023 is:
Institutions + 30 million
Retail and Insiders + 108 million
Shorts 22 million - ( minus)
Float 116 million.
Despite dilution, all shorting and the significant increase in institutional ownership the price has been rather steady over time .You can see who has been taking care of the institutions ( the shorts), because retail and insiders ownership has hardly changed now around 93 % of real shares. That’s why I call it a stale mate situation, until news smashes this cosy equilibrium.
Let me add with news, I would rather hold real shares than then to have to cover to deliver to the institutions. Back to the pissing contest: if I was a major short I would make sure my fellow shorts would not panic and try to make sure that everybody nderstand that we shorts have nothing to fear.
… and the messages they compose they address not to the longs. The only ones who actually belief his ‘truthful’ messages are his fellow shorts. If you can’t steal from the retail longs, try to fool and steal from your fellow shorts.
Investing is forward looking not backward looking. Yes timelines may shift due to all kind of mischief, but that’s business. Without the capability to adapt to changing circumstances there would be no business at all. If you can’t adapt that’s okay. It’s your choice, but stop being a nuisance to others who do adapt and see the opportunity.
The institutions are in the business of creating value for their shareholders and customers. They are forward looking. The shorters are trying to steal pennies and dimes by looking in the rear mirror and to warn ‘ newbies’ . If they would open their eyes they would see that the only newbies are the institutions. Institutions are not fooling around on Ihub. Amusing and pathetic at the same time. Amateurs.
Rick, you would have thought these industrious guys would have figured out by now that the only NEWBIES are INSTITUTIONS. The harder these guys do their best, the happier the institutions. They are here preaching to the wrong audience. You are right , doesn’t come across very professional. Follow the money I would say.
Thanks Walter, curious to know who is d.
Yesterday I bought since I believe the share price is low and doesn’t reflect the business risk/reward opportunity. Wonder why management isn’t adding at the fire sale ( Yorkville) prices ? Are they under some kind of restrictions?
Dan, I get a smile on my face if I see how your are defending the investment conventions and the financial industry paradigms. The financial industry consists of a well educated workforce. Emphasis on ‘work’. They do this for a living. When you have reached retirement age, like I did, you suddenly realise two things: you are not dead yet and the interest of financial industry gradually fades. Your no longer part of main thrust or target group. If you reach retirement in a good financial position you may still have 35 years or less. Same for younger people , you never know. What to do with the money you don’t need ? You can give it away, you can invest and put it to work productively for society. It may even give you a great return during your life and if not than for the next generation. There are financial advisors specialised in estate management. I for one are to thrifty to pay for this, because I feel I can save me the commissions. Of course , we boomers, have been very lucky to be able to benefit from great productive times after the WW2 and thanks to the expansion of global trade. So why not help Lightwave doing some ‘ saving the planet ‘ stuff with better on line services, innovative new opportunities in many data driven sectors ( almost all) and saving a lot of energy and CO2 emissions Just an opinion of somebody outside the financial industry community. They exist.
Almost 37% of today’s trade was executed off exchange ( black pool) . As we all know that’s how our institutions buy and accumulate their shares. Today’s ‘short arguments have taken a new very extremist and negative turn, no doubt the result of increasing financial distress and frustration. Let’s see what they have in store tomorrow. Can’t imagine you can go lower than today.
NCT, I normally have you on ignore but saw your message because I was logged out. I like to make an exception and thank you for your your positive well wishes. I would say don’t worry about me. I don’t need to become a wealthy man. I truly hope you and your sceptical friends will find happiness and reach great wealth with Niocorp before 2035. I think you will. In fact I personally believe this thing will explode before 2025.
Correct. That’s called a start up or development company. Stellantis believes it will move to production, like their US battery factory together with Samsung and all the other start. ups on their investment list. Care to read their corporate 1H 2023 presentation. https://www.stellantis.com/content/dam/stellantis-corporate/investors/events-and-presentations/presentations/Stellantis-H1-2023-Results-Presentation.pdf
look at page 12. Most of these don’t process anything for sale, That’s part of the definition. Nevertheless all these are serious parts of Stellantis strategy and future business and they are prepared to put their money where their mouth is.
Correct. That’s called a start up or development company. Stellantis believes it will move to production, like their US battery factory together with Samsung and all the other start. ups on their investment list. Care to read their corporate 1H 2023 presentation. https://www.stellantis.com/content/dam/stellantis-corporate/investors/events-and-presentations/presentations/Stellantis-H1-2023-Results-Presentation.pdf
look at page 12. Most of these don’t process anything for sale, That’s part of the definition. Nevertheless all these are serious parts of Stellantis strategy and future business and they are prepared to put their money where their mouth is.
I have already explained why in one of my previous posts. “Just to repeat for those focused on the future. The ‘ consensus ‘ ebitda is around $ 600 Mio per year for Niocorp . With current float that’s 20 dollars per share for 38 years. Double the share count to 60 million and it still gets you $10 per share ebitda for 38 years. A share today is $4,30, A no-brainer.”
Bought again today. I think first time since 2011. Incredibly undervalued.
If one thing stands out and must be clear to everyone including any newbies, than it is that at the end of the day the institutions take all chips off the table. All of the bluffing and all the extra money put into the pot by short players is for almost 90% of the times collected by the institutions. Every day the game starts all over again. If anybody needs our compassion, it’s the shorts. Looking forward to any new found bluff during the night. Personally I would have passed already long time ago if I was in the same situation as the shorts, Can’t deal with that irresponsible level of risk. Better to buy shares at these incredibly attractive prices.
Niocorp institutional ownership has increased slightly. As of Fintel today.
Nasdaq shows controlled algo-trading for the last couple of weeks.
Normally a sign that institutions are in accumulation mode by trying to get retail investors to sell. Niocorp Developments Ltd (CA:NB) has 47 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,712,146 shares or almost 6% of total
shares.
Largest shareholders include CVSIX - Calamos Market Neutral Income Fund Class A, Cantor Fitzgerald, L. P., Kingdon Capital Management, L.l.c., Oasis Management Co Ltd., Anson Funds Management LP, Morgan Stanley, Hrt Financial Lp, Advisor Group Holdings, Inc., CI Private Wealth, LLC, and Column Capital Advisors, LLC .
Th, I kind of like that there is trust again. People realize institutions, retail investors and shorts are in a stale mate at current price levels given a dollar up or down. The 22 Mio shorts are the ones to show their cards . They will resist as long as possible (only helping the market to accumulate) and try to bluff their way out of this, but they are the ones under time pressure.
That was my first reaction as well: where are the synergies, is this a new business initiative? But if you look at the phasing than the ultimate processing needs to take place at Niocorp’s processing facility. IBC is not mentioned, but is not excluded. What it tells me is that Niocorp wants to make sure that 90% of its scandium ‘ore’ is processed under its control. Starting now with development of ingots, development of different product compositions and to be able to scale under Niocorp’s control ( at Elk Creek). It looks that the processing facility could even be earlier needed than the mine. Question becomes than where do they get the scandium? If they thought this through, which I hope they did, these risks have been taken into account and management is confident they get all running in time and financed.
Let’s wait until the realisation hits home that this will create completely new revenue stream and will add value to the complete Elk Creek proposition. The market has no clue. Be happy you have the opportunity to be part of it at these incredible under valued prices.
I think that people should realise that the price of scandium becomes an internal transfer price ( not a market price) and that scandium will be part of the scandium alloy material bill. That material bill will determine the total product cost of the scandium alloy. Transfer prices can be put at any price level depending where the company or companies want to create or split up the overall profit margin. So the external scandium prices have become a non issue if most of Niocorp’s scandium is processed in scandium- aluminium alloys within Niocorp and it’s verticals.
Yes, that’s true. Knowing that these giants are both institutional investment bankers and run ETF’s, you may be sure that - within ethical and nda boundaries of course - they know what’s being discussed in corporate America and for me that gives even more credibility to the Lightwave story than all the very favorable external industry conditions and company indications already did.
Good question, but we will not get any answers. Scandium is a specialty and the price is set as a the result of negotiations. There is no ‘ commodity ‘ market,. The price depends on purity levels required by individual industry sectors. Given overall limited supply (of each of these purity levels) demand pays the price it can justify based on overall improved competitiveness and cost structure. This is not your normal commodity and futures pricing. So what we outsiders can conclude is that you need to rely on reliable insider sources for guidance,
Wow. These purchase from Blackrock and Vanguard are an incredible positive sign. Where did they get their shares without moving the price upward? Anybody? Did they screw some shorts ?
Putz, there is a proven relationship between people in economic distress and violence or violent agitation against others ( who they see a an easy target). I think LCP belongs to that category. Can’t find any other logic reason for his denial or ignorance about the facts you provided,
Rio Tinto finished their ( recycling scandium ) demo plant in November 2022 and plan to ramp up to 12 t per year.
There is too little scandium oxide to satisfy a potentially huge pent up demand for the car industry. Maybe the fact that the China Aluminium Corporation which holds 11% of Rio Tinto and is the biggest institutional investor has something to do with this decision? Institutions hold more than 50% of Rio Tinto and wield disproportionate voting power. I think the US government ( and car and aviation industry) start to understand that 100% supply chain control is required and that a local scandium source and ( aluminium/ scandium alloys) processing facility is the best assurance that this happens.
Nice to hear the company didn’t try to unload ‘ fairy tale ‘ prices onto us . So our feasibility prices for scandium were quite credible, despite the claims to the contrary of some here for many years.
Don’t think so. They talk about PAM4 and 100 Gbps.. That means 4 modulators at 25Gbps each. That’s the current industry standard. Lightwave talks at 800 Gbps and 1.6 Tbps PAM 4. That’s 8 to 16 times more speed. Power will be even lower by a factor of 10 compared to current best practices. I think this is a transformation of very old equipment to current practice. Lightwave is many times “Hallo 85%” …lol.
Seems to me you can completely do away with government. Free for all, but especially for the biggest bully with the biggest balls. Unfortunately that’s not me. So I choose an elected government and ( justified) prudent fiscal & budget management. I don’t like shorts.
I think the time is rapidly approaching for the market makers and the institutions to let the share price run its course. The longer they wait, the higher the pressure , the faster an more powerful the eruption. If they start soon not only can they exercise some control over the process, but they can even benefit from a heavily undervalued share, limit the downside and maximise the upside. Not sure this realisation has already entered their thinking. Timing is crucial.
Lurker: a person who lurks, in particular a user of an internet message board or chat room who does not participate.
Drunkard : a person who is habitually drunk
Lunkard : a habitually drunk hidden observer or could it be that a Lunkard is a person who drinks to gather courage to come out of hiding? Not clear. Also the addition 3 is puzzling, 3 years but drinking would not be possible or maybe it forgot number 1 and 2 because of alcohol induced brain damage? Trying to understand these alias inconsistencies Iol.
There is an organizing committee and a technical advisory committee. ECOC has over 6000 industry membership. ECOC rewards are established in conjunction with Optical Connections, San Diego. Just Google ECOC 2023 or Optical Connections yourself. Michael Lebby is on the ECOC technical advisory and market focus committee together with many other industry experts. He is not a member of the organizing committee.