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.
First ever apparent post on this board and they are offering up "buyer beware" advice. Probably try to sow FUD.
It's probably not even an original thought as I was on Stocktwits this morning saying that an eventual offering is one of my concerns moving forward.
I don't think it's that wild an idea. Quantum computers are already here. All we need to wait on now is miniaturization and broader adoption. Also, currently, quantum computers are very good\efficient at a very concise workload. They are not good at dealing with varied workloads that would be present in a typical computer usage scenario.
I agree and think there are definitely opportunities in other applications* such as Lidar. In one of the presentations, IIRC, Lebby said something to the effect of "our stuff is great when you need to switch light really quickly." This makes sense because of the elctro-polymer aspect.
IMO any insinuation, based on current knowledge, that LWLG is somehow going to replace silicon in chip manufacturing is silly because processors do not currently have an optical component to them.
I agree with you. Doesn't negate the fact that Bitcoin farms do not stand to recoup a material amount of energy with LWLG tech.
What in their patent portfolio or what they are currently working on leads you to believe this is even a remote possibility?
LWLG is working on ELECTRO-OPTICAL polymers. Electro meaning electricity and optical meaning light. Maybe one day their tech will be used in quantum computers but we are probably still 15 years away from any sort of large scale adoption of quantum computers and even then we have no idea that LWLG tech will have an application there.
Polymer may become a substrate for the standard microprocessor some day. LWLG may even be able to leverage their existing knowledge to formulate a new polymer that could act as replacement for Silicon in electronics. We are not currently there and there is nothing in their portfolio or statements to believe that this is even a possibility.
I have watched the videos. Have you not read and comprehended what I wrote? Bitcoin mines DO NOT have large energy requirements due to their networking demands. 99.9% of all energy consumption at bitcoin mines is due to the COMPUTE requirements demanded by the proof of work concept.
I love what LWLG is doing and what they could become but people need to put on some critical thinking hats. With what is currently known they will help to revolutionize networking bandwidth at a lower TDP. Maybe their product can be leveraged in other sectors but that is nothing more than a hope at this stage.
Where does saving Bitcoin miners energy come into play?
LWLG's current tech is a telecommunications technology. Bitcoin miners utilize massive amounts of energy due to their compute requirements; not their networking needs. I do not believe anything currently known about LWLG's portfolio will have a material impact on the crypto space.
I was too timid on my initial entry in May so I'm trying to play catch up on my share count for the long haul.
I want to believe that we are close to some big news but I have to believe "progressing towards stages 7 & 8" was an intentional and measured statement. Obviously a foundry partnership is great but how long will it take them to build out a PDK and then subsequently create and QA the fabrication lines before they are ready for prime time? Then after all of that happens we will need to wait on adoption. I'm also curious if LWLG would need to subsidize the costs of the PDK and fab build out or if the foundry does it on spec anticipating future order flow.
I suppose looking back at the adoption of silicon from say tubes would be illuminating (no pun intended) for our purposes here. Obviously the timeframes would likely be condensed just because everything moves faster these days.
Do we have anything objective to base that on or is just speculation amongst posters?
I guess I should have qualified that with "While still on the OTC."
Once we are on Nasdaq, or have substantial institutional ownership, it should be a little more stable. The longer we are on OTC without anything to give people their dopamine hit the more likely it will drift down. I don't think it will collapse but I could easily see $8-9.
Might want to sacrifice a different appendage! Baby toe has a big role in balance.
Source: Know a guy missing one.
My man! Doing the deep dive and bringing receipts.
This further reinforces my belief that we might be in for a slow bleed.
I agree and didn't indicate that I had any concerns about uplisting. I want it to happen STAT because I believe we will bleed off if we sit on the OTC for too long without anything happening publicly.
On the institution side - If anyone has bought in recently I would expect to see some proof in the form of 13F filings in the next 4-5 weeks. Not sure if "institutional ownership %" numbers are sourced from other means on the various sites.
I hope you are right but all we can do is speculate without guidance from the company. If the polymer reliability\lifespan issues are truly ironed out then hopefully the piloting process won't take that long.
I could, however, see piloting programs for a novel technology taking 6-18 months for beta testers to really put the tech through it's paces. After we approach production we then need to think about how quickly we progress through the phases laid out in the diffusion of innovation law....
Nasdaq will put some of my concerns to rest because institutions will have no issue holding for a couple of years if their DD comes back favorably and they believe a sufficient return is on the horizon.
We will start to bleed out on the OTC after a couple weeks of consolidation if there are no material events\catalysts to keep people interested.
Indeed it will be.
I do, however, worry that we are getting ourselves a little too amped up about how quickly things will move.
In the ASM 2021 video from May Lebby indicated that they were progressing TOWARDS levels 7 and 8 on the maturity scale. They are currently still prototyping.
I'm concerned about when, exactly, LWLG will begin to generate revenue. I honestly think it could be 2-3+ years before we begin to generate revenue. In that time I'm hopeful there are going to be trading opportunities for me to take advantage of to increase my share count.
ASM Video:
Just because you can doesn't mean it's valuable.
I don't know that I would classify it as "great" news. It's news. They can go back out into the real world to drive their sales cycle now. It doesn't mean that they've earned more revenue but have the potential to.
We're not here for sensible viewpoints! /s
Citadel securities is one of the largest execution services in the world. Just about every brokerage a retail trader uses executes through Citadel. They aren't the boogeyman, they are a business. Seeing CDEL on L2 is more likely to be attributed to a retail traders action than it is the illuminati.
You..... you shut your mouth /s
Not sure if you were referencing me as I haven't bought back but I most certainly got shook. The stop limits were a risk for certain but a calculated one. I believe in the company and what the future will hold.
That said the stock was hot and I figured if it pulled back hard enough it would be the start of a temporary reversal. For the moment my thesis appears to be holding.
The ONLY reason I had stops in the first place is because I want more shares and don't have additional capital to deploy without unwinding other positions.
With a little luck I'll be able to get back in and improve my position enough to make me happy and offset the future tax hit from my maneuver.
I got shook!
Learned a valuable lesson about stop limit sells this morning.
Licking my wounds hoping that I can recover the piece of the position I lost.
....But this patent pertains to a mass production process right after the CEO states they are gearing up for the commercialization phase of their product lifecycle.
I've only been in for a month and am whiteknuckling it but I love the long term prospects if they execute. I am also prepared to dump it all and attempt rebuying lower if there is a significant pullback.
Low Power specifically is what drew me to this. Every watt saved is a watt datacenters don't need to spend money cooling.
Sold off 20% of my modest position around $8 and kicking myself. FOMO'd back in with a judicious application of limit sells outside of the ATR 14 range of ATH.
Been gummed up there since 11:30 EDT. Looks like a couple K shares sold at that price as well.
I think everything moved so fast this morning that everyone's orders were cleared out. I would presume that nothing queued up for buys\sells means much more volatility on small volume.
I saw you comment on this yesterday. I got a couple hundred at 9.05 so it was certainly possible. I saw it dip to 8.90 in real time but couldn't act fast enough.
I saw you comment on this yesterday. I got a couple hundred at 9.05 so it was certainly possible. I saw it dip to 8.90 in real time but couldn't act fast enough.
I think the point is that the shortcomings and missteps of the stock are laid bare for all to see.
There's no point in ruminating because it doesn't help you. The inputs (variables\facts) of the equation have changed. If you don't like the answer of the equation with the new information get out and move on.
Moody\Denunzio were tied to a new shell, I_WAL, recently. I got in when info was filed with the courts and was up 100% in a day. The following session it appeared the previous owners were still around and trying to reinstate the business. I went from up 100% to down 20% and exited because I wasn't comfortable with the new prospects.
If you learn something from the experience it only makes you better moving forward. It may have been an expensive lesson but if it's a lesson at least you got something out of it. You don't obtain any value by ruminating on it.
I got into KAVL before Q3 numbers were released last September. The results were "underwhelming" even though the company issued no guidance. This board was all chooched up on what could have happened and I got burned.
I read, and still read, everything that is filed with the SEC cover to cover. I was down 60-70% on my opening lots in KAVL but kept averaging down because the business looked like there was a lot of blue sky potential ahead. Recent developments are causing me to be a lot more cautious. As an example current prices should be a gift but because of everything thats happening I don't know that it's the right time for me, personally, to invest more money. If we were to get FDA approval I would be happy to buy this stock at $2.
Volume slowing. I suspect shake is inbound.
Part of it is doing questionable shit like this:
You've been posting on this board for just about a year. I am assuming that by "peak" you mean $3+.
If you have been around keeping track of this stock for so long, why on earth would you buy at $3+ when it ran to that point from less than a dollar in 2 weeks?
I'm long on the company but they just posted a loss of $4.2 million......
Thanks. I presume since this is pre-custodian only the previous officers would be able to reinstate the business with NVSOS?
Where did you see\hear this?
RE: Wide Moat Partners Article
It's obviously great to see it written and on a website.
If I am being honest though...... It really just strikes me as a regurgitation of the analysis and projections that I have seen on this board. It seems as though this board was scraped and someone took all of the points made by various posters and placed it into a cohesive narrative. I also think that it "being on a website" has some sort of "wow" factor to it even though its nothing that the readers here don't already know/believe to be true.
Beginning stages of a custodian takeover.
That’s what it looks like. After hours if past precedent is to be believed.
Guess I should have checked here. Could have saved myself a little time. Glad to see I arrived at the same conclusion as someone else.