is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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I smell palpable fear.
Is this how a squeeze feels?
L_R
I suggest you move on. Nobody is interested now in any of these things that you think are not working.
With the first commercial agreement it is clear that a foundry is ready to make these devices.
Furthermore Lightwave has moved on into the next step of designing photonic engines. The modulators are ready to be placed in these engines. It is a done deal.
I won’t engage you in these things any further. I suspect no one else will either.
L_R
What happed to the issues on PDK’s, poling and reliability and stability ? Change your mind ?
L_R
Danger: Don’t feed the bears
The volume is incredible here.
L_R
Palpable fear! I can smell it. Feel it. See it.
A close above $7.25 will mean serious, and I mean serious business for the shorts.
L_R
Absolutely! Absolutely true.
I have just been going through the spreadsheet of numbers that is out there and with a PE ratio of 50 (even lower) we are looking at some serious gains.
We know that the likelihood now of a second and third and fourth agreement is lining up like jets on a runway. Nobody, absolutely nobody wants to miss this opportunity. That is why we have these NDA’s. These companies want first out at the gates. There is serious money to be made here.
The dominoes will fall.
L_R
PANIC! I can smell PANIC!
L_R
I would dismiss the report even if Lightwave did not reply with a PR.
The Kerrisdale report is not worthy of a response. It is so badly done that serious attention should not be given to it.
Anyone with a science background knows it is a useless piece of really BAD Art, amateurish, unprofessional, goobeldy gook.
Flush it. No better still, Don't clog the toilet!
L_R
Unbelievable really.
I hope the Longs hold on until then and refuse to accept any low bid buyout offer.
Steve
I like that:
“A solution without dilution”.
I will quote that going forward.
L_R
There you go. ML is a man of character. Nothing held back from investors and signed just before the ASM. Nothing manipulative here.
L_R
Thank you for this explanation.
It is good for this to be explained to all and in particular any newbies.
L_R
Shorting is a bad gamble right now. They have no idea how quickly the next contract will be announced. Maybe it will be awhile maybe several in a row. It is a bad time to be a short IMO.
Best,
L_R
Yes 11 more....... And guess what they will be building and testing next?
They already have operational modulators coming from the foundries so now lets move on up the value chain shall we!!!! What might they possibly be building/ designing?
L_R
Good answer. Appreciated.
Perhaps these are realistic PR ratio's for this sector.
But with a company where revenue is just starting to come in (let's say next year) should we being expecting a higher ratio PE>40 ? I am talking about when the revenue is starting to flow in.......
L_R
Gotcha. Thanks
L_R
Why assume 50 PE. Is this a chemical company or technology company or maybe both?
I am not sure yet how they will be rate as to category. Help me out. TIA
L_R
The chart for Lumentum shows a 3 million volume spike in concert with the spike in volume for Lightwave. Just an observation. Maybe just pure speculation going on but 3 million volume seems to be more than speculation?
Both show a 12% rise in share price for Friday. Coincidence?
L_R
3 million shares traded on that equity. Timing of the ramp up on that equity suggests a relationship between the two?
LR
WOW.
Impressive.
L_R
"Full of it". Yes I suppose that is how people see it.
TP:
It was lighthearted fun. The board would be quite empty without you.
L_R
This is why one needs to go to the ASM. You get to hear things that could not be heard or known about otherwise.
L_R
This is correct.
L_R
You have time to change you position. Join this happy throng and become one of us. Millions to be made.
L_R
That is correct.
L_R
Just showing you that your hypothesis that you FIRST presented to this board is questionable.
Now you have to justify it by stating my challenging counter is wrong.
Best of luck
L_R
Ridiculous.
Today we got wind of A signed licence agreementwho doesn't have an assurance of a working PDK? This is illogical and would be pure suicide.
Inference to best conclusion is that there would have to be a working PDK before anyone would sign a licence agreement.
Baha
L_R
No this is NOT what ML was saying. It is your interpretation of what he was saying.
How about there are other foundries working on these PDK's as well. Some have got it down pat and some not yet. Those sending back the modulators obviously have it working.
Good progress is referring to those who are still developing these PDK's. Some of these may be new foundries.
Prove me wrong on this. If you cannot then your guess is as good as mine.
ML has stated that there are operational PDK's.
L_R
foundry PDK is not yet incorporating Lightwave tech into that set of instructions
Yup. Someone is serious about using this technology.
It is highly unlikely that a company is going to use this technology without a customer in mind. Sales coming and revenue.
L_R
First License Agreement in place.
This is first proof of market acceptance. This is huge.
Nice to see the data sheets.
The company is now now working on Perk 6.
Perk 2,3,5,6 are all ready for licensing.
Foundry feedback is positive. Shown on the presentation slide.
L_R
More than 9000 hours testing so far for photo stability.
The parking lot at the expansion building is full. Okay nice. Funny
11 more hires for this expansion so far. More to follow.
Just a few pick ups from the broadcast.
L_R
Yup…… shooting your to $6.00
L_R
Glad I bought more. Perhaps I acquired some faith at the last minute.
The PDK’s were last minute in December and I was a little suspicious that this first commercial deal would also be last minute as I once mentioned in a post awhile back.
Let’s call ML last minuteman.
L_R
The Kerrisdale report is full of disinformation and any poster referring to it is spreading disinformation.
It has been refuted. It has been responded to my Lightwave and exposed as fictitious..... fraudulent.
Full stop, and fait de complis
L_R
"I hear the train a coming. It's rolling down the bend, we're soon to see the sunshine and it's just about the when".
Whoo Whoo. Whoops!
L_R
. While not a scam I think management has kept shareholders in the dark while benefiting financially, and significantly so.
Wonderful response.
L_R