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Someone was asking about how a merger/takeover/partnership/acquisition would work or could be structured and the value that both Lightwave and a Prospective partner bring to the table here is quick couple points that I see.
If we partner up with a private company that company now becomes public, not only does that get them trading publicly but it instantly brings about 3,000 investors along with it. I don’t know how many of you have ever participated in a small private company going public but for the first few years without a large float while the value is very easy to control, in reality without an investor base that value is meaningless. With Z speaking to investors along with Miller and probably more importantly Leonberger explaining the synergies of such a merger (because of the following and respect in the market that those individuals bring to the table) the base would increased greatly, when demand increases so does the share price. and I’m sure that many of those followers have deep pockets.
Investor Base
Publicly traded
Management that has done may SUCCESSFUL merger and acquisitions
Management that has a track record of developing new products in this market
Management that could call for an audience with any fortune 500
We (the investors) want it all and want it now but IMO, by far and away the most valuable thing that we bring is Perkinamine and the IP behind it. The value in not jumping the gun and waiting a little while could be huge. When Babu nails it consistently and he WILL and with Greenlee testing, with evidence that the Large System Supplier likes what they see our negotiating strength/value in a partnership is increasing 10 fold. Timelines are one of the most important things in a negotiation, we are the only ones with the Perkinamine, we’ve got about a year’s worth of cash on hand, going forward and seeing/worrying about where the money would come from for 8 years I DO NOT SEE cash as being a problem now. There are however many, many others playing in this market so I don’t think that they can afford to sit on their hands.
Our partners will bring commercial device knowhow and customers, remember that up to this time, for the most part, in fact going back as far back as the Hal Bennett days, the ONE BIG thing that we lacked has been device engineering.
This thing could go many, many different routes but I still say that once we ink the deal with Company A,B,C etc. we will become a slightly larger fish and once the spring rains come (in the way of a device) and we hit the open sea (device market) will be consumed by one of the largest fish in the ocean (LSS) and the crap that comes from that takeover will be cash to the investors.
Just my take, no time to proof, the reason that I haven’t been posting much is that I’m no longer concerned. Either Fred was right or he wasn’t apparently it is still the same old thing, inconsistency, it sounds like for the most part they’ve got finally got it cleaned up but there is still a few last remaining factors that need to get hammered out. Again I go back to the days when the Perk was so dirty that it fouled the Acilapure equipment (cost me like $175k), I was talking to Andrew about that at the Share Holders Meeting and when I said it, he kind of turned his head sideways and said “Oh, yeh I remember that” in fact when he was moving the equipment to the new lab he noticed that Lightwave ended up with one piece of their lab equipment.
Bottom line is that I’m not worried, sorry but I’m not, these guys are far and away more intelligent than I am, I’ve placed my bet and still buying I think that we will see quite a few pops in the price going forward.
No Proof reading I’m not even sure if this makes sense.
Gotta Run
Pieces of the puzzle.
We finally have a plan and the execution is underway, what is underway? IMO it is forcing the hands of a few different entities and in IMO the end result is the same, we exchange our shares for either cash or shares in another company or visa versa. Why do I say that?
The Major Microelectronics has our ish and is working directly with Lightwave (for a short while I’d say that Photon-X may still be in the mix). IMO More than likely once the Microelectronics partner is happy they will make a play for us, simple as that.
IMO, Tom, Joe, Chuck and Fred are all in the process of coming up with or having discussions with companies that fit the bill for a partnership, a merger or an acquisition. Once one of these is set in motion we move from a small fish to a slightly larger fish which would cost more should the Microelectronics partner choose to make a play for the whole thing.
Lockheed has been set aside. This may get interesting because we have material a versatile stable and very fast material, AND they are aware of what we can do. IMO they will be back, if not then there is always Northrop when WE choose to play again in that sector. I wonder if one of them will make a play for us?
Build a device with the use of a new partner and move it market, a top down approach. While this sounds like a logical plan I still do not see us going into full production mode of a single low hanging fruit product without someone taking us out early in the game.
Yes Babu is hammering out the molecule and Greenlee will get the testing side set up, that is lab stuff, Glasgow and Eaton can handle it. It is chemistry; it WILL get cleaned up and consistent, simple as that, just a matter of time.
Folks we’ve got Zelibor who is not afraid to play hardball. We’ve got Joe Miller who can call just about any fortune 500 company’s CEO and request a meeting. Fred Leoberger is highly respected from his JDSU days and worked the merger and acquisition side for them on quite a few ventures. We have our latest addition to the BOD that is well versed in M & A. We’ve got Bim on the BOD to work with him. If these guys choose to put together a deal, they no doubt could do it. Remember Tom at the SHM said something like (I’m paraphrasing) “from time to time we have those discussions”.
We have a unique molecule that is a game changer, until this point we didn’t have active leadership out working the market, we were getting pushed around and drifting whichever way the wind blew, IMO some of the entities were trying to wear us down. Not anymore guys, I would love to be a fly on the wall at the next board meeting, I’m guessing that it will be 2 weeks from today, with Miller finally fully engaged the synergies that will evolve now will move us forward at a pace that until now we are not accustomed to.
Just my 2 cents worth, trying to put together different partnerships in my mind, honestly the possibilities are endless. I do however think that it will be a domestic and not a foreign partnership; if Perk is what it appears to be then folks we have a game changer here.
I think the business side is now going to make a move and add value that until now has been lacking.
Audit Integrity, Inc resumes coverage for LIGHTWAVE LOGIC INC with 1 recommendation.
I recieved this in my emial from Fidelity, not sayiing if it is good or bad just passing it along.
Anyone?
Lol, you guys are on it, nice work. I'm guessing that next year Z won't ask the folks to identify themselves.
I agree that if we have to learn a new forum it might as well be this one w/Moderators n all so I'm in! I was waiting on the moderators spots to fill before I said anything. Whomever it was that asked me to put them on ignore on Yhoo I did, honestly guys I wouldn't be suprised to see 40k a month Fred going forward so don't be suprised. As for me, I'm going to try and pick another 10k shares by the end of the year, so I hope they take their time.
Any idea if they are filming the meeting?
I'm debating if I should take notes.
IMO what is needed is for Miller and Leonbeger to convince a know entity of what Lightwave has. Miller said at last years meeting that if asked he’d go to bat for us. Have them put up a few million bucks to do some sort of side venture and give them a seat on the Board, don’t give it away but give them a super deal on a single use to attract attention. Now that he has left Corning I’d love to see Joe Miller as the Chairman Of the Board and I think that Z is smart enough to see the big picture and the benefits of that, furthermore I don’t think that he has such a big head that he’d be offended. Perhaps it could be Andrew WHO yields his seat on the board to an outsider, it’s been long enough and I’m sure that some of the conversations are far and away over Andrews head by now. It would be better for Andrew as well, THINK ABOUT IT ANDREW, THE Goetzs could make you a multi millionaire by the time you are 40. It could be wishful thinking but if it is as Z said, that large companies are reluctant to publicly step up and be the first to make the a move to E&O Polymers then perhaps we need to use a carrot. Not sure if Miller would even be interested in the COB spot or if it really matters.
Obviously we need to something to get on the radar of the fund research guys and Joe M. and a Partnership would go a long way towards getting us on their screens. Been a long 8 years, time to make something happen, PLEASE.
I don’t want this post to turn into a complaint fest, JUST PLANTING SEEDS
I hope so, Smith giving us Marcelli really put the screws to us 3 years ago or we'd already be there. The truth be known both Z and JM were being considered for the job at that time. I think Z turned us down then though because he wasn't sure we were a viable entity. But whatever, Smith gave us a individual that was not qualified, then when Freds health went south they re upped him an additional 2 years and during that time he used up all of our good will.
We are on the right path now, if they truly have it he'll get us straightened out and yes I agree we will be bought out and we'll be happy. We Need Contracts, PERIOD. I'd like to know what Z is referring to when he says "internal". We may see some more changes.
Looks like we received almost a 1 year extension added on to the end to account for delays caused by the USPTO. Not that we will be here when it expires but that will be important when someone caclulates a buyout number and how long that protection lasts.
I'd have to ask Fred (and I can not) but it doesn't appeat that they limited us to just one configuration, which is a good, no make that a GREAT thing. But reading patents is like reading Greak, so I 'm not sure, Miller, Eaton or Glasgow would be the go to guys on that.
Our IP is expanding, not sure how or if this would apply to Perk Indigo though.
Multi-Channel Optical Modem Early Feasibility
We are in early feasibility study of a multi-wavelength optical modem that will enable an order of magnitude increase in Internet capacity over legacy fiber.
All-Optical Switch Early Development
An all-optical switch is one that enables signals in optical fibers or networks to be selectively switched from one fiber or circuit to another. Many device designs have been developed and commercialized in today’s telecom networks to effect optical switching by using mechanical or electrical control elements to accomplish the switching event. Future networks will require all-optical switches that can be more rapidly activated with a low energy and short duration optical control pulse. We are in early development of an all-optical switch in collaboration with a potential customer.
Optical Limiter Early Stages
An optical limiter is a device that protects an optical detector (or a human eye) from damage by attack from high power laser weapons. In order to provide protection for these systems, an optical attenuator device with an exceptionally fast reaction time is required. We are utilizing the third-order nonlinearities of our Perkinamine TM and Perkinamine NR TM materials to explore this utility as a potential product. We are in the very early stages of feasibility studies in collaboration with a potential customer and a government agency laboratory.
Optical Filter
We are in preliminary design and fabrication phases of development of an optical filter using our proprietary Perkinamine TM and Perkinamine NR TM materials within a SiNx photonics platform. Initial work has been done in collaboration with City University of New York, but limitations in their process capabilities have led us to seek alternate fabrication facilities, which are underway at this time.
Hmmm, I thought CUNY was working on Optical Transistors, I guess the filter is part of the Transistor.
This is also new for 2012 Spatial Light Modulator
We have recently begun the development of a Spatial Light Modulator with an outside manufacture utilizing certain of our Perkinamine TM chromophores. A spatial modulator is a form of optical computer that can perform various advanced tasks, such as object and facial recognition, by using advanced mathematical calculations known as Fourier Transforms. Our organic nonlinear optical materials can potentially produce update rates of more than a million times per second, which is a significant improvement in processing speed over existing Liquid Crystal Display technology that updates at only 30 times per second.
2nd Generation Telecommunications Modulator
We have recently begun a second-generation design of a unique telecommunications modulator incorporating our newly developed material Perkinamine TM Indigo. We intend to have a working bench-top prototype sometime during 2012 for commercial marketing. We anticipate this modulator will be able to exceed the performance of existing legacy modulators by an order of magnitude, and will allow for improvements in the form of reduced power consumption and reduced device cost.
Kind of mumbo Jumbo, not sure what it means but as info the word “2nd Generation” has not been used before.
Speed IMO that statement dates back to about 6 or 7 years ago when Fred had to get umpteen clearances to head down below ground to convince them to test the material.
It looks like there is some info in there though, when I get a chance I'll grab them and try to sort through it.
As I understand it Z's going to do his best to bring it down to our level and give us an honest assessment of where everything stands.
Like legacy/order of magnitude speak, does that mean 1-100 Gig signal or multiple 10 x 10 Gig wavelengths.
IMO This last move made by the board shows that they are looking at bringing on additional talent. Remember that with the Z move the board is going to have to get rebalanced independent vs. insiders. Wouldn’t it be something if we could somehow convince Miller to do the COB thing, not sure if Z would mind, I think that Z is more in this to get it done and get it done right and not for the glory of the titles. He has the ability to see the big picture and I’m sure if a move or 2 will increase the value of the company and make him an extra million that he’d see the logic in taking one for the team. Just thinking out loud, not sure all of those will come true but I’d say that there is a high probablility that 2 out 3 will happen.
Yes unfortunately I think that we are stuck with this kind of set up on the posts for this board. The advantages are that the moderators can control the board and the goofy senseless posts. Over on Yahoo I put the Gig guys on ignore and the yahoo site has cleaned up real well. Perhaps a combination of chats on that site and links for serious investors to this site will work.
Hopefully the company will put a link under the investors tab on the web site to this forum.
I'm going to make a sticky out of this just for the heck of it.
Caers forgive me but just for practice I'm going to Zap one of your post for being off topic.
I'll vouch for Buzzy.
Not sure how long it will Take Z to get his arms around this but he should already be up to speed. I think we have a couple of significant events on the horizon.
I think the style of PR's that we see is gong to change completely. IMO JM was weak in that area, everything had to be passed by everyone and by the time the PR was written it was kind of a hodge podge of information written in a few different styles.
Even though Z was supposed to have taken charge of the PR's 10 months ago I don't think that was the one writing them.
Question for to the experienced posters, is there a way to view differently, in other words this should be beneath F2’s post, to me it looks like a new post?
Agreed, As I understand those tests the Indigo was off the charts and they are trying to break down the R33 to see which components are pushing the number so high.
Welcome aboard F2, I cann't find your email adress, shoot me an email.
Do me a favor, do not post a link to this on Yahoo Yet, I'm working in something, it should be done soon.
As I understand it we are currently waiting on the University of Arizona to break down the R33's to determine why the numbers are so high. Which componets make up the 250 ppv.
Just trying to post something relevant so I can get through the vetting process.
I've sent a request out for a couple others via email to join as well. Once we get it ready I'll see who else wants to join.
I think most of you guys know me, long time Yahoo poster, followed this since the days when the Goetzs lost their funding and they formed the company. I'm in the process of migrating over.
This is a Test post. Cool, so you can go back and edit a message for 15 minutes after it is entered.
Thanks it will take me a while to get comfortable with it here but there is too much noise over there. The stars are lining up at Lightwave, I say something they ask me to prove it, I prove then they change the subject or want to talk politics.
There are a few cool things in the works and once they hammer them out the dam will bust open. I'm just not sure of the timing but I'd say that October is going to be very interesting.
Shoot I've said that before though but we never had the caliper of person leading the charge for us before.
So once you submit a post you can go back and edit it within 15 minutes is that how it works?
Can you guys see it right away?
Limit of 15 posts per day right?
Hey Hey Hey, I'm going to try this board tired of arguing with the naysayers.
Who has access to this board?
Do the folks have to pay to get on here?
I think I may be a moderator but I need to learn how to use this.
This is basically a test.
X
this is x993231 from the Yahoo BB.
Here is a link to what was said at the Sidoto conference
http://www.gsmpedia.ro/freddy/Sidoti%20new.zip
Finally a rough idea of what the target market is and how to put a guestimate on the value of the stock.
I don’t want to know
If anyone did know then they couldn’t trade. Do you remember that feeling in your gut when you saw that news? I’m 95% certain that someday you will have that same feeling but not today.
As info I called Marcelli on Friday to let him know what was out on the internet and that he’d be receiving inquires, his phone was breaking up, but said something to the effect that if it was not true then Lightwave should probably put something out to correct it. Kind of vague but in his defense if I received the call I’d probably have said the same thing, I didn’t ask him if they were talking or not, in fact I kind of cut him off and said that I didn’t want not know one way or another.
I did send both Smith and Marcelli an email with a link to the report. Smiths response was also kind of strange, something to the effect that we could do better down the road when they “prove” that the material is everything that they have seen in “our testing to date”.
Just another confirmation in a round about way that there are some big companies checking out our material and that is testing ongoing.
Better than Northrop, WOW.
Hey it's X I'll be an asst moderator if you need one
This is a test