he is not a poster here that's why I translated it and posted it.

Very serious guy and previously working for one of the largest banks in the world.

contribution from Herman Sleegers my earlier portfolio manager at the bank. He was present at the meeting on Friday

Niocorp:
CEO mark Smith began by saying he could not answer questions about the financing so all my questions were immediately dismissed. I remain convinced that the financing will be fine but agree with everyone that it is taking way too long. Apparently there are several options plan a,b,c etc but I wonder who doubts the best choice Mark Smith or the financiers. I would say time to tie the knot because time costs a lot of money in the given circumstances of higher interest rates.
- Mark Smith talked about the gigantic potential of the mine with an unusually long life of 38 years
- All materials Niobium, Scandium,Titanium and the potentially exploitable energetic oxides are all Niocorp:
CEO mark Smith began by saying he could not answer questions about the financing so all my questions were immediately dismissed. I remain convinced that the financing will be fine but agree with everyone that it is taking way too long. Apparently there are several options plan a,b,c etc but I wonder who doubts the best choice Mark Smith or the financiers. I would say time to tie the knot because time costs a lot of money in the given circumstances of higher interest rates.
- Mark Smith talked about the gigantic potential of the mine with an unusually long life of 38 yearsstrategic materials for the US.
- The recently voted tax benefits are also important for Niocorp and significantly reduce capex
- The subsidization of electric cars under conditions that only U.S. components may be used plays in Niocorp's favor
- The REE's oxides are necessary for batteries used in electric cars and so US exploitation of these is necessary and urgent
- The ore is currently being tested in a "demonstration plant" after delays this is fully operational now.
- It is a longer project as there are third parties involved but each step will be communicated separately.
- There is currently zero production of these oxides in the U.S. so the operation at Elk Creek is vital, although Mark Smith questions the timelines.
- The potential of Niobium is known with characteristics that make steel lighter and stronger
- Li-Niobium batteries are currently being developed that have a charging time of 10 minutes and a lifespan five times longer.
- The above increases the importance of Niobium and since Niocorp can become the largest producer in the U.S. this is very interesting in the context of the subsidy law
- Scandium's importance was always questioned but Mark Smith sees new interesting markets.
- Initially the aircraft industry seemed a cut-price partner but they work with modules that remain intact for the long term so fitting in new business is difficult.
- The rise of electric cars opens a market for scandium, making electric cars lighter so less consumption and less tire wear.
- An interesting market is battery holders for electric cars all manufactured in aluminum
- Battery holders must be strong, water resistant, protective against leaks and easy to shape.
- A combination of aluminum and scandium makes these holders stronger, lighter, easier to roll and cheaper a no brainer for the auto industry thus.
- Rising interest rates have a limited effect on financing, given that the interest rate for a high-risk project is already considerably high and the increase is relatively small.
- Inflation increases the Opex but this is partly offset by savings in the process and tax advantages.
Conclusion: So here we are really waiting for financing and the start of construction of the mine. The potential is huge the execution for shareholders is nerve-wracking. Just an addition to the comments of godfather Walter Caers . He indicated that the difference between LWLG and Niocorp is that the value of LWLG is impossible to calculate unlike the value of the Niocorp project. This is of course completely true for Niocorp's overall project but not for the stock because we don't have a look at the potential profit dilution due to financing. Sorry Walter for this addition but you know "Godfather" it comes from the "Herminator"

update from herman Sleegers sent to hundreds of shareholders translated out of Dutch

Lightwave Logic
LWLG came out with 2 groundbreaking news items that provide confirmation via third party sources of the importance and incredible technological impact of polymers. Despite this amazing development, the impact on the stock price was very negative.
On the one hand by the aforementioned external factors war, inflation and recession. On the other hand, due to the behavior of shorters, index funds and institutional investors who want to get in further. Index funds do not care about company news they have algorithms to follow the index. If the index falls, they sell those stocks in the index whether they are promising or not. Such actions by index funds are obviously used by shorters to try to drive the price lower. And despite the already large institutional presence in lwlg they still try to increase their positions at the expense of retail shareholders. As proof of this actions of Schwab calling retail shareholders asking them to lend shares to shorters only to buy almost 300000 shares at a lower price in their funds themselves on 23/9. The financial world has its mouth full of ESG but they interpret the S of social rather specially.

- Collaboration with German Silorix a spin-off of KIT Karlsruhe Institute of Technology
- KIT also often collaborates with Fraunhofer Geselschaft a name like a bell in the photonics world
- New "third party validation" via announcement of world record results of polymers on a hybrid silicon platform
- This is a thermally stable silicon-organic hybrid Mach Emitter Modulator
- Thermally stable at 85° Celsius
- Speed of 140gigabaud/second or just 280 gigabit/second an absolute record
- Absolute minimum size 750 µm long
- Power consumption lower than 1v at drive volts (control signals)
- Usable in data centers for any system be it pluggable or co-packaged.
- After previous world record with Swiss Polariton (confirmed by ETH Zurich) previous results were pulverized
- This is a hybrid plasmonic modulator based on graphene and lwlg's Perkinamine
- This proves that polymers are compatible and performance-enhancing for all existing technologies
- Speed 250 GHZ and this only because the test equipment could not measure higher speeds
- In the ECOC presentation Michael Lebby spoke that poling in foundries was associated with exceptional yields ( one argument from shorters completely wiped out)
- In a test of 1000 modulators in foundries, results and yields were exceptional (second argument of shorters that poling is not suitable for mass commercialization swept aside)
- In a conversation with shareholders Michael Lebby confirmed that lwlg is "on track" for the given guidance namely 2 foundries for the second half of 2022.
Conclusion: The aforementioned results are "mind blowing" and prove that the use of polymers is becoming a no brainer and explain why Michael Lebby uses the word "ubiquitous" so often.
We are progressing into the year 2022 and for long-term investors it is eagerly awaiting the announcement of a collaboration of the 2 foundries and for shorters anxiously counting down as it will be short notice to reverse their position of over 18mio shares short. How they are going to do that? Fortunately, it's their problem and not mine.

there was no recooding on Friday. But saturday presentations and slides were the same..

getting up very early after a late night coming back from the Macrotrends event in Ghent where Mark was in top shape . Mark's presentation was followed live by some 200 participants and by another 400 as a webinar via internet. Leon Van Dam , one of my contacts from the Netherlands who writes a newsletter for 4000 subscribers was present The presentation was recorded so I hope to be able to publish it here as soon as it is available.
this is a story that is becoming better and bigger all the time. The EV and battery story is very compelling. Hang in guys we are getting there.

I have a very warm feeling from the shareholders that were present at my meeting in Mechelen.
And I have much respect for the Germans that made the trip and posted already here. on this message board. Because of time constraints I will use their comments in my mail today to my friends shareholders in Belgium and the Netherlands

this is the presentation

file:///C:/Users/Walter/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/F6BQJ2CK/FINAL_NioCorp_European_Investor_Briefing_Sept-2022%20(003).pdf

I see it does not open so I must find a way to put it on. Can somebody tell me how to do that?

I came back very late from the presentation yesterday night. with some 140 participants and now on my way to Ghent where Mark will have another presentation tonight organized by Macrotrends for some 200 participants .
I met Wagner and his friends.. Where was Advocate when we need him?? (lol)
Will be back here probably tomorrow as it will be very late again.

To quote another CEO who was also presenting.

With the rare earths addition Niocorp becomes extremely interesting to invest.....

I know for a fact that Michael will be in Eindhoven in November and I think it will be for Photon Delta.

Will Photon Delta be mindblowing. Smile .. Of course it will be....

Day 1 on Market Focus

Not your typical market
The return of our popular Market Focus sessions was kicked off with a typically incisive and experienced presentation from Dr. Michael Lebby, CEO of Lightwave Logic Inc., alongside VP Engineering, Dr. John Zyskind on ‘Utilizing foundries to scale hybrid electro-optic polymer modulators.’

but you were not even there Ted . I refuse to start getting into a debate with somebody who makes his own interpretations and refuses to listen to people that were there.

it is a waste of time;

I think you have an agenda.

Koog decided not to show up.

thanks

perfect timing

could be for a golf course. Would be the most exclusive golfcourse in the world on top of minerals that will be more important than gas and oil.

you mean keep watching it going to 100

wrong again. you werr extremely active when lwlg was lower than 1 usd and predicted it to go bankrupt.

I will make sure you wil have a personal conversation with Mark.

once the results are known they may have to reanimate some posters

and do not forget John Zyskind and his accomplishments. . John is in contact with the foundries everyday

well done

That is what lebby told us Richard. EVERY FOUNDRY IS NOW INVESTING IN PHOTONICA"



and that is mind blowing.(lol)

This explains a lot

you are welcome and I suppose it was Duvel ( Devil)

If you do not understand the nuance which I made in my post I cannot help you.

just to put everything in the right context

somebody asked . at the end of the dinner "what about the Ecoc conference? will it be mind blowing?"

Lebby laughed and replied. Of course it will be mind blowing.

do not make more from this than

we are on track

based on the guidance given at the ASM in May

I was there and he did not mean more than that

next time we do something like that in Eindhoven , probably November

X imagine to sit at the other side of the table lookin in the eyes of a brilliant man like Michael telling me and the other guys that his goal is to see polymers to be ubiquitous.

I joked and asked Michael to find a simpler word with the same meaning as I have difficulty pronouncing it.

What is incredible is to see how he enjoys it to talk to shareholders .

yes Steve you were right.. We are sitting on a .......

more than ever

for so much as i understand it the material is foundry ready.

I was not aware of a demonstration so I did not ask.

he said that LWLG was congratulated for their foundry model at Imec

it means they are on track in respect of the guidelines that were given at the ASM.
Do you really think Michael would give info that has not been publicly disclosed to a few shareholders? he is too much a professional to do that.

But it is a fantastic experience to listen to him when he talks about his company.

23 September at 7.30 pm in Mechelen free of charge Hotel vandervalk

they have to subscribe by sending a mail to wemca@skynet.be

24 September in Ghent organized by Macrotrends but this is a paid entrance and you need tickets

we are on track.

steve schiets is with me.

he is the better reporter and much smarter than me

steve schiets is with me.

he is the better reporter and much smarter than me

good question that I will ask Michael Lebby when I will meet him with other investors tonight

can you link with me on linkedin? Walter Caers

if you happen to be in the Antwerp region give me a signal
you are welcome. I like your positive contributions.