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Grunt, thank you very much for your update and your attendance. Much appreciated.
José Pozo on LinkedIn : SPIE
LOOKING AHEAD https://lnkd.in/erJBT7ag: On January 30th 2023, I have the chance to talk about one of the biggest market trends right now photonic industry. It's all part of the re-branded Laser Focus World's Executive Forum conference held yearly in San Francisco during #PhotonicsWest. It’s where we learn about the photonic industry's upcoming market trends from those making a difference.
For years, there has been a wall between the semiconductors and the photonic industries. That is partly because of the vast difference in production volumes. One thinking in thousands, the other in millions. But things are changing because, for the very first time, semiconductor fabs are excited about Silicon Photonics.
At Peter Fretty's Laser Focus World Executive Forum, we’ve brought together some of the key companies in the sector to explain what they see coming in the next 3 years and who needs to collaborate with whom to accelerate and grow the market.
We will have Dell Technologies (David Piehler) as one of the leading computing companies worldwide. And I am sure everyone is interested to hear what (Robert Blum) of Intel Corporation says after their recent US$5.4 billion acquisition of the Israeli Tower Semiconductor, one of the most important Silicon Photonics foundries in the world. How will these companies scale up? And are there any challenges that still need to be solved?
And then I also want to involve two up-and-coming startups, one of which is currently in stealth mode. But I’m sure they will have something massive to announce very soon. I’m talking about Peter Winzer founder of Nubis Communications, and then we have (Michael Lebby) of Lightwave Logic, Inc. They have an excellent track record on communicating how to bring new materials and photonic functionality to the semiconductor fabs.
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Absolutely Frobinso. Eindhoven in the Netherlands ( the hometown of Philips Electronics out of which NXP was born) and where ASML is located is aiming to become a leading global hub for photonics. Many photonic companies are located in or near the Netherlands: Smart Photonics, Effect Photonics, IMEC ( another old Philips relative), Lionix just to name a few. Photondelta is coordinating these efforts on behalf of the industry. How comes many people in and around Eindhoven including members of Photondelta own Lightwave shares? I tell you…because the industry insiders know what Lightwave has to offer. Lebby presenting to the industry and universities here in Eindhoven is almost like an investor update as well. Lightwave is about long term value creation for informed investors with exceptional returns for years to come.
Thanks Xena. It’s so quite here, I thought I give you some support. Lightwave remains the third best read board today. We are in the hot spot. Looking forward to the sweet spot. Normally we get news on Tuesdays. We have three more Tuesdays to go this year. A 33% possibility for tomorrow!
First part of your message is correct! There is enough cash on hand for day to day operational expenses until well into 2024
Why now? I guess they will tell us that in a PR soon. They did agree to buy the IP of Chromosol. There must be an acquisition price attached to that. Moreover I could imagine that the various PDK qualifications will trigger commercialization expenses in the near future. Let’s hope we will get a clarification before year end!
Lebby delivered as promised during the ASM . “PDK’s operational” is all I needed to know.
This is the ultimate and last important hurdle to be able to be officially accepted and to move onto the production line of silicon photonics manufacturers. Moving into material news and deal time mode next. For me commercial negotiations have already been going on for some time. In my experience Lebby c.s. is mostly ahead of us shareholders by 12 months
Fruno, thank you for explaining how this new Chromosol IP will leapfrog LWLG into the absolute lead and into full commercial independence in the PIC market with a true P2IC ( all active e/o organic material ) in design and volume manufacturing. It has the ( strategic) concrete short term potential to outmaneuver the laser competition in InP. That’s huge. If this gets into the current PDK’s for 800 Gbps transceivers it will dwarf anything out there IMO. Very exciting.
https://insiderfinance.io/resources/what-are-dark-pool-trades
Institutional investors trade in dark pools for two primary reasons:
Find buyers and sellers for large orders without publicly revealing intentions
Obtain better pricing for executed trades
Dark pools allow institutional investors to quietly find buyers and sellers for large orders without causing large swings in the market (typically against them).
How is this possible? Dark pools are not required to make the order book available to the public.
Instead, transactions executed through dark pools are released to the consolidated tape after a delay.
For example, let’s say an investment bank is trying to sell 400,000 shares on a public exchange like the New York Stock Exchange.
As soon as institutional investors or high-frequency traders see a large sell block hit the order book, the markets react, and the security likely would likely decrease in value by the time the investment bank was able to find enough buyers to fill the entire order.
However, if the trade is disclosed only after it has been executed, the news has a much smaller impact on the market.
Another reason to fill large equity orders in dark pools is to obtain better pricing.
Trades made on dark pools can have lower transaction costs in two ways:
Dark pools typically offer lower exchange fees
The lack of price transparency may result in trades filled closer to the mid-point of the quoted bid-ask spread
A common criticism of dark pools is that enough volume traded through dark pools could result in stock prices on public exchanges not reflecting the actual market value.
While the above scenario may work out well for the investment bank selling the shares, consider a retail investor who just purchased shares of the company the investment bank just sold 400,000 shares on a dark pool.
Once the sale of those 400,000 shares becomes public knowledge, the stock price could tank, and the retail investor who just bought shares paid too much.
Not despite, but because of this. The institutions make some money as long as they earn some interest. Moreover they have the possibility to buy new shares back “off exchange”. These shares can come from ( short) sellers. In other words a double edged sword interest income and accumulation of share ownership at lower prices. This will change the moment it becomes clear that Lightwave will generate revenue income. The upside potential will be bigger than the downside nickels and dime income from shorting and interest, Moreover financial analysts can than ( for the first time ) start to calculate real company values and future income streams. That will drive marketvalue ( upward we all believe) and the share price up. Conclusion: we need news on the foundry results because that will enable institutions to start to calculate the enormous upside potential. Like you I am waiting for that to happen as promised before year end.
For the more technically adept readers.
https://www.chemistryworld.com/news/chromosols-silicon-photonics-system-tackles-data-transfer-bottleneck/4013135.article
Institutions have to make sure they maximize the turnover speed of their money. It’s like a factory using its fullest capacity 24/7 to maximize their return on investment. They will accumulate shares and make money 24/7 by loaning them out to shorts in and by share price appreciation. No risk for them, the risk is transferred to the shorts. A catalyst like an unexpected announcement of a deal/ revenue will tip the balance and a call back of their shares. JMHO
Thank you very much. This is great information. Confirms the strategic business capabilities of this excellent Lightwave management team. Far ahead in their thinking and execution!
Putz, I am with you on that ‘ moot point’ now. The timing of this SPAC deal and the timing of the final demo plant results and updated FS did not follow the preferred path for us long term shareholders. The results may still come before the merger , impacting the split ratio but not the SPAC dilution. Dilution would have come anyway. Still wondering what the demo results will do for capex and what the final debt/ equity ratio will be.
Why don’t you come over here and convince our banks to change their internal investment guidelines. Niocorp is still on the US OTC and still under 1 US dollar and in Frankfurt under a €1. A penny stock. I tried your argument about the Toronto Stock Exchange since 2014. It will change only when Niocorp leaves the OTC and moves above the minimum Nasdaq share price requirement. Yes, we know Canada. Beautiful country. Used to live close by in the north of Michigan. Before you come, make sure you have a valid passport.
Thanks Walter for sharing. I know what you were up to in the past with our big Tier 1 Banks. This is indeed a very significant turnaround and sign of confidence. The main reason is that GX II is on the Nasdaq. I still have difficulty with acceptance for Niocorp. It’s still seen here in Europe as a penny stock and listed on the US OTC. That’s why it’s so important not get to the Nasdaq as soon as possible. Important money will start to flow.
https://web.archive.org/web/20220314071802/https://www.chromosol.com/
Maybe you may have more luck with his archived web page.
It confirms that Lightwave is adding polymer laser technology ( no need for indium) to its portfolio which is compatible with silicon photonics and ALD layering.
Yes, no reason why we shouldn’t. A CEO has to think strategically and to think in terms of a ten years horizon at least. Lebby is just moving ahead to a next generation ‘ monolithic’ all polymer eco system, in this case with a organic laser and amplifier and using an ALD process for both a sealing process ( new) and for industrial compatibility. The big foundries use ALD processes today. JMHO
https://www.chromosol.com/
There is an urgent need for improved transceiver technologies both in the datacentre environment and for the fronthaul in 5G networks. In the datacentre the requirement for low cost, low power, small form factor and high performance photonics to serve ever increasing data needs has already necessitated the deployment of advanced Silicon Photonics technologies. This has enabled many of the optical components required in transceivers to be integrated into silicon.
Silicon Photonics 1.0
However, current silicon photonics is missing a key ingredient – light generation and amplification. Laser sources and optical amplifiers are fabricated in different compound semiconductor material systems and then co-packaged with the silicon photonics. Integrated silicon-based lasers and amplifiers are therefore a holy grail in the industry with the promise of lower fabrication costs combined with significant reduction in power requirement, increases in efficiency and the realisation of complex photonic systems on chip.
Maybe to add from Chromosol.
However, current silicon photonics is missing a key ingredient – light generation and amplification. Laser sources and optical amplifiers are fabricated in different compound semiconductor material systems ( mainly Indium Phosphide) and then co-packaged with the silicon photonics. Integrated silicon-based lasers and amplifiers are therefore a holy grail in the industry with the promise of lower fabrication costs combined with significant reduction in power requirement, increases in efficiency and the realisation of complex photonic systems on chip.
So this enables to move away from hybrid or heterogeneous transceiver to an all polymer laser ( not indium phosphide) , amplifier, lwlg polymer modulator at low power in a silicon transceiver with cheap ALD sealed packaging in a cheaper and easy to mass produce photonics chip.
KCC, your correct here. I am wrong, too fast. I was focusing on the ultra small distance capability. It’s the laser and amplifier in organic material. Huge still and without gold box.
Yes indeed, nicely concealed in the PR: 800 Gbps.
This looks to me as an extension of organic materials from the modulator, transceiver further into the inter chip and chip to chip communication, optical I/O solutions i.e. using light to make the processor and memory chips talk to each other inside the server. It will speed up the AI and High Power Compute industries, which will also result in the need for more transceivers to send that increased data between the servers and server racks. This is a huge step ( if my interpretation is correct). It could make Lightwave a formidable competitor for the likes of Intel, Ayar to name two of the many semi conductor companies. This would be a strategic business move to complete Polymer dominance along the I/O product chain.
Thank you for your insightful message. With our number 1 ranking as ‘most read’ I think the quality of our messages will help and build confidence amongst the reader audience.
I agree. Everyone may have his own personal considerations on timing and share price development. It’s up to every individual to take action accordingly. What I don’t understand why some continue to blame others or management or a Kongsi of longs for their own failures to act. If things don’t work out as hoped for, take your own responsibility. I am here as an individual investor. I am not representing anybody but myself.
Niocorp shareholders make the same 100% gain than. I will not run. The fun will start once on Nasdaq. Don’t understand why people here are getting so angry at each other. Maybe some feel patronized. I feel my intelligence and experience is sometimes questioned as well. No reason to be angry or to start to threaten though.
We all share the same investment objective which is to make lots of money. With an unique US demo purification plant for magnetic materials I expect indeed 2 dollar and maybe a bit more.
A 10 dollar pre split woud give a post split of more than 6 /7 billion market cap. It seems a bit too much for pre revenue company. I look positively at possibly 3/4 billion market cap within a year (on Nasdaq ) or $ 40/50 based on a 10:1 r/s split on listing. If it is 5:1 double that price.
Thanks DCB for your message. Let me explain here that watery Netherlands ( largely below sea level ) which is located in the delta of the Rhine and Meuse and near the North Sea is going to have to restrict the use of sweet drinking water for cooling of data centers, It means data centers in the Netherlands ( and elsewhere) will need to reduce heat and therefore energy consumption. Good for LWLG!
This is the picture when Lebby on the 7 november during the PIC summit in Eindhoven stated : “ It’s real, it’s happening”! Cannot make it any clearer!
https://investorshub.advfn.com/uimage/uploads/2022/11/26/%5Byjwb7DF6E623-23F7-46C3-96D0-EF696CC13653.jpeg
This is great information. Preemptive maneuvering, equity and debt financing ? We need the institutions as a force to get the share price to move up. With some retail investors giving up their long time friendship with the company, who needs more of those?
Gosh, they must have lots of hard timber in Canada. Lol. I give up.
See it like this than as well. Using your calculations. If you have a 150.000 & 5 dollar loss, you lose 750.000 and if you have only 15.000 & a 5 dollar loss , you lose only 75.000. Lol.Happy Thanksgiving.
Xena, thanks for all your interesting messages. Your analysis is spot on!
More than $2 trillion in stock options expire Friday with put-call ratio near levels unseen since 2001
Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest monthly event where weekly and monthly options tied to single stocks, equity indexes and exchange-traded funds expire, risking an explosion of volatility across markets.
Correct. Low float, retail base long timers. accumulating institutions by conviction or by convention . Where do you find shares? Create them by borrowing. Overall sign of strength for the underlying share. Wonder whether our 18 million short friends will wait for dessert. Have a hunch that the main course’ “ The Chiefs Surprise ( à la X ?)” will be a knock out. I wouldn’t like to sit around with partying longs.
Thank you all for taking the trouble to report back on the Town Hall meeting. Great breakfast reading.
Seems you have no problem to combine work with non related silly questions. If I would be Elon Musk I would sack you immediately. Lol.
These are the appetizer pr’s. The main course is about to be served: “The Chiefs Surprise “!
Exactly. Infineon is a foundry, Siemens is involved in consulting companies in chip design (EDA) and process manufacturing design ( PDK’s).
Correct. Heard confirmation from ‘ the horse’s mouth’ last week. Moreover understood that the people who masterminded a 1.1Billion photonics venture capital fund in the Netherlands are Lightwave shareholders. A testimony of world class experts and executives in the viability and potential of Lightwave Logic. I heard Michael Lebby proclaim last week in front of a big photonics audience at the PIC summit : “ It’s real, it’s happening” with a big smile when commenting on the heterogeneous assembly of various devices and platforms. Waiting patiently, my gut feel tells me, we all will be taken by surprise!
This is software.