is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
A significant win with a data centre (just one) will give us a tremendous boost in share price.
Grabbing 15% market share will put us well above $20/share and in short order.
I suppose we could be accused of hyping the stock but I am not saying we will get that 15% market share but rather stating that should this happen the > $20 share would surely happen and I believe I am hitting low on this target.
Keep this in mind when you get nervous about current SP
L_R
KCCO first sticky (post 174969) hits 100 !
Click on the post and add positive "points" if you have not done so and if you think it is worth it.
KCCO's second sticky hits 50 positive posts. Click on this sticky and bring it up to 60 which was its original positive post value.
All about eyeballs folks and for the new retail investors looking for information worthy of consideration before investing.
L_R
KCCO’a original post had 60 thumbs up and it has now become a sticky. However, because the original post was > 48 hours from the time originally posted, it could only become a sticky if reposted then given that status which it deserves.
Now let’s give the KCCO’s sticky the 60 thumbs up that it originally had.
You can click on the sticky and give it those thumbs up if you have not done so to date.
L_R
F2: Well thought out.
L_R
Here are the rules:
-Each moderator can add one Sticky Post.
-Each moderator can only remove their own Sticky Post.
-When a moderator is removed their Sticky Post is automatically removed.
L_R
KCCO' s post originally had 60 thumbs up.
So it is well worth a read.
L_R
KCCO's post is now a sticky!
L_R
Post by KCCO. Post # 179321
Worthy of reposting:
Here is the clearest picture of reality...below is a post of mine on Reddit yesterday in response to someone asking about large orders, what it takes to get there, and potential hurdles.
DOA - I'm in love with Lebby again so instead of a dog bag next week, he's getting roses.
The next 3 months should be the most exciting in the company's history. We should see another commercial deal, we should see evidence of the "money shot" 4x200G PIC, and we should be provided an update on the reliability of the packaged devices. They are beyond 5,000 hours at this point with success. Last but not least...it sounds like this May's shareholders meeting is going to have record attendance and there's absolutely nothing better than speaking to the management and Board of Directors face to face. So, if anyone is still disappointed by May or has questions...buy a plane ticket.
One of my favorite quotes from Lebby recently. Read it 10 times. "several commercial foundries are implementing our PIC designs for multi-channel polymer modulator engines, including 4 channel solutions for 800G".
Reddit Post:
"The SOM shown at the May 2023 shareholder meeting basically predicts initial sampling of EO polymer based transceivers in 2024. I do not take that 7,900 figure literally. I'd expect around 5-10,000 units for sampling per partner. This "sampling" round includes traffic trials in end-user systems and testing of reliability "plugged in". After that, volume purchases would be expected and that's when the it ramps per the SOM growth for 2025+.
The rate of growth and quantity purchased depends on the customers. All industry projections show that this market potential is massive and continually being updated to be larger than anticipated.
As for LWLG's own ability to scale to meet these demands....it depends on the foundries.
As long as LWLG has its device designs optimized for the target application, and the material optimized for the device design...it doesn't matter if LWLG is ordering 1 wafer with 1,000 chips or 1,000 wafers for 1 million chips. It all will work the same.
We know LWLG has internal ability to produce consistent material. They are experts in that.
The remaining questions are optimized device design and the ability of foundries to be consistent. There's many factors at play there such as waveguide quality, surface roughness, material layer thickness/uniformity, and dicing quality (if the foundry is doing the dicing).
We know with the Chromosol ALD acquisition that the device design had to be tweaked to optimize that new process. 2023 was all about receiving new data on packaged devices with the new ALD. Per the Optica PECC conference, the packaged devices were at 4,300 hours of excellent thermal and photo-stability.
LWLG ended 2022 by telling its shareholders that 2023 will have a focus on BEOL engineering and automating high-volume poling processes. These would be the primary constraints to scaling into the millions. There are two poling scenarios and one is that its completed at the foundry and the other is that its completed in-house.
So, with all that said, everything appears to be going to plan to have EO polymer modulator based transceivers ready in 2024. Large orders would follow the initial sampling which will be announced once the 4x200G PIC chips are ready...IMO.
IMO there's a few different scenarios how it could play out, but the bottom line is that we need to see evidence that the 4x200G PIC is ready. I do also think there's a possibility an 8x100G PIC could be revealed. While significant for EO polymers, I am personally not as excited for an 8x100G as I am for 4x200G."
This is exposure and provides a narrative with inescapable conclusions that the industry is requiring novel and exotic materials to meet the demands of tomorrows AI requirements.
The legacy systems are not going to meet tomorrows demands and there will be limits to most solutions currently being offered through legacy systems. The end is coming …. And the sun is setting for legacy solutions.
We don’t know what the limits of some of the novel solutions are but one thing we do know for sure each iteration of PERK will make good things better…… much better.
Keep in mind that PERK is additive not simply competitive so working with other novel solutions is the way forward and that is exactly what Lightwave is doing.
Spell it ……. UBIQUITOUS.
L_R
TP: short term positive?
L_R
An excellent summary of where we are headed! Well done KCCO!
L_R
but we have been here before
https://youtu.be/ye0HUYIaLH8?si=2Lr9XCBfSFhIeYCt" rel="nofollow" target="_blank" > [url]
https://youtu.be/ye0HUYIaLH8?si=2Lr9XCBfSFhIeYCt" rel="nofollow" target="_blank" >
Ha ha
L_R
TP. I refuse to read your posts.
Just the first 4 words.
No credibility. Erratic behaviour.
Buying high, selling lower.
Shame on you for pretending to know what you are doing.
L_R
TP sold his shares and LOST.
Clearly TP does not know what he is doing.
NEWBIES beware.
You cannot trust a poster on a message board who tells you one thing and does another and
loses when he trades.
Clearly undecided
L_R
TP bought at $6.00
Nothing else matters if truth be told.
TP bought at $4.15
Nothing else matters if truth be told.
TP the truth seeker truly seeks to make money by buying at $4.15 and $6.00.
And he does not deny that he purchased shares at these prices.
What truth do we learn from this!
He need not bother responding. I do not read his posts… just the first few words. After that it is all gobblety gook.
L_R
TP bought at $6.00.
Down on that one. I guess he doesn’t always make right choices or informed decisions.
Sadly if this sells off below $4.00 he’ll be down on both buys.
Credibility ?? None.
Don’t bother responding TP I only read the first line of your posts.
L_R
Buying at $6.00 and $4.15 explains it all.
Hard to twist what you did in buying shares at those prices.
Don’t bother responding. I only read the titles that you post.
L_R
Not a buyer at $.50 !
Newbies. Don’t be fooled.
TP bought at $6.00 and at $4.15.
But he states today that he is not a buyer at $.50. Try to figure that out will you.
No TP I did not read all of your post just the leading title.
Don’t bother responding. I have no intention of reading your reply if you do respond.
L_R
Chart that on a graph of progress over 20 years, and we are looking at a parabolic curve upward.
Your previous failures are irrelevant to this company.
“Logic says this and logic says that”.
Anyone with a background in philosophy knows logic is only good if the person offering logical solutions if first and foremost a rational person,
A rational person is someone who takes the time to speak directly to the person who has the answers. Lewrock appears to be doing just that concerning the issue of “if funds are managed or not.” His approach is rational. Yours by contrast is not.
TP. Everyone knows you refuse to do the work you should do….I.e. talk or communicate with the top brass I. e. with those people who actually have the answers.
Your excuse to failing to do what rational people should do is something like this….….[sic]...it’s a waste of time or those people cannot be trusted”. [sic].
Talking directly with management is something you just won’t do. Instead you communicate with someone outside the company who you hope knows more than the company itself. This is NOT a rational approach at all and for that matter not that logical either.
Don’t bother answering. I won’t read or listen to nonsense.
L_R
Lightwave wants a pathway to ubiquity. This is clearly what Lebby wants. Suitors would have to be able to fulfill this goal. Would NVDA accommodate this ? I really don’t know. But that is a question we need to ask ourselves.
L_R
Point noted!
L_R
Yes Lebby is more confident than he has ever been re the success that the polymer will have in the industry.
We shall be rewarded in short order.
L_R
InP
L_R
We will know when the short game is over when this sky rockets towards $20.
There will be know other alternative when covering starts in earnest.
L_R
I won't dispute that the game is on but there will not be only one solution for the demands of the Data Centers. No claim to that effect is being made.
Only a small part of that pie need by caught by Lightwave.
My point........ Under Lebby polymer coated modulators are going into a transceiver the size of which provides lots of space for intelligent networking chips as well and whatever other functionalities are required. No drivers. Now put it all together. Find a competitor that can do the same.
L_R
Dice:
The company’s past record of promises under previous management is irrelevant. Using this to suggest that things have not changed is simply dishonest. ( I am not saying that you are among those who use this for nefarious reasons.)
Under Lebby we have a working modulator whose ALT testing indicates some serious progress has been made since he took leadership.
So advanced is this modulator in reduced size, increased speed and reduced power that there is simply nothing out there that can compare on these 3 parameters alone. and to boot…. the remaining 2 parameters match or exceed the competition.
Under Lebby we now have the pluggable transceiver being built out. This will change everything when this is completed and it will in fact be completed under Lebby.
Under Lebby we have operational front end PDK’s in > 2 foundries. Let’s word that differently….. 3 or more foundries that can produce these modulators and no less than 4 more pursuing the same goals. We just don’t know if all 7 have been successful or not. Imagine if they were.!!!!! All under Lebby’s watch.
Under Lebby we have a transceiver company putting together one of the fastest if not the fastest pluggable transceivers on the markets for the data centres who are ready for the next build out/ upgrades.
Under Lebby we have a company that has been transformed with the addition of new lab space and with the addition of new hires all pointing to a ramp up coming this year.
Under Lebby we have an increase in both quantity and quality of patents surrounding the polymer.
Under Lebby’s we have a world leader in the photonics industry, guiding the pathway for the photonics revolution which is an inevitability.
Under Lebby we will undoubtedly witness the polymer eventually become ubiquitous.
Now tell me this is the same company as the company before Lebby came on board!!!!!
No we don’t accept such a narrative. It is obvious that narrative that “nothing has changed, it will always be what it always was” is not an honest appraisal of the facts. To say so is simply dishonest.
Just my quick response and there is no guile on what I write here.
Best,
L_R
Tod:
You have the small cap knowledge and experience. This is obvious in your writing
There are some very unique things that LWLG has in its favour that the general small cap industry does not have.
1) Because LWLG is mainly a chemical company they don't have to manufacture anything except the PERK. The will never need to hire more than 100 people and maybe no more than 75. For now 30-40 people tops is enough to get us to mass production in terms of supplying the PERK and creating the next iteration of PERK. This is not typical of the majority of small cap companies out there. Lightwave is very unique in this regard.
2) Because of the 3 prong approach to revenue generation there are healthy streams of revenue that can come in quickly once this gets rolling. Not the normal revenue generation approach of the majority of small cap companies out there.
3) LWLG is in the right place at the right time at this moment. The 20 years leading up to this time never saw the demand that we see now for the type of solution that LWLG has. No operational or functional modulators were ever produced using polymers prior to 2022 with the reliability, stability and life long qualities as seen in the modulators that LWLG submitted for ALT (accelerated life testing) not even close.
4) LWLG is a part of the new PHOTONICS revolution and Lebby is a very well known leader in this revolution. It is happening and it WON'T happen without leaders like Lebby. Being well know in the industry gives the company eyeballs and the attention of the industry. Not something small caps are generally favoured with.
5) Manufacturing is not the worry of Lightwave logic. There are foundries out there >2 that can manufacture these modulators but then again there are also a few transceiver companies that soon will be manufacturing pluggable transceivers with PICS on board. That first announcement of a functional transceiver is going to change everything.
There is much more that can be said about lightwave but suffice it to say there are some real advantages inherent to the structure of the company that will not make near as vulnerable as so many small caps that are out there.
No I am not saying LWLG is guaranteed to make it and make it big but there just isn't another public company out there in the market that comes close to what we see happening with lightwave and its solutions for the photonics industry.
Just my quick response,
L_R
They have to follow the index and therefore must Increase their positions in. LWLG.
Ha ha. Sarcasm here. Can you tell.
L_R
Ahhh you want to self identify!. So you identify everybody else AND want to identify yourself…. In control.
Well Dice no spite here just have a friendly spat with you.
L_R
Dice: how about you? Are you the one who betrayed with a kiss of death.? Where shall we place you. The one playing both sides ?
L_R
Lewrock:
I just read the circular going around. A snapshot of IHuB posts by TP and over 5000 posts on “that” equity alone. How can a person do all that posting AND on here.
A paid short could do all that posting.
L_R
And comic books.
L_R
They are most certainly milestones for the company….. poling without having to go through the rigours of high temperatures and applying electrical charges.
Locking these processes into patents have the potential of sealing up the EO polymer industry once productions start in earnest.
Thanks KCCO
L_R
This puts an end to the poling issues proposed by the clowns on this board.
Once again all their speculation was wrong and has been wrong for a very long time.
They (Lightwave) have obviously been using this poling process effectively for some time (let’s say 6- 12 months) but we only learn of this from the patent application acceptance.
So for 6-12 months the suggested poling “difficulties” was just noise.. nonsense… nothing burgers. Once again credibility has been shot to pieces.
L_R