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https://www.datacenterknowledge.com/archives/2011/09/20/green-photonics-for-energy-efficient-data-centers
This is the best article I have found on data center power consumption.
In other words, the “fork lift upgrades” to existing data centers would delay the need for additional data centers (and that capex) by years!
I have read that a typical data center uses the equivalent amount of electricity annually as 200,000 homes. At $1,500 a year per home, that is $300 million per data center. What I do not know is what percentage of the total power consumption is attributed to the current photonic modulators in the data center.
So you are the one who bought the June $10 puts from me at $2.15 on Friday! Thanks!
No! An option contract has an expiration date and in this case, 6/17/22. Two outcomes: 1) if the stock is below $10, I will buy 1000 shares at $10 for a net cost of $7.85/share. 2) if the stock is above $10, I keep the $2150 and my obligation is over.
My cash secured ROI is $2,150/$7,850 for 161 days or 27%.
On Friday, late in the day, someone out there in the market paid me $2,150. The catch is that person now has the power to force me to buy 1000 shares from them at $10 per share anytime they chose between now and 6/17/2022.
That person thinks I am a fool. Likewise, I think that person is a fool. Discuss!!
At the end of June, individuals owned about 107 million shares. My guess for December 31st is that number is now about 88 million shares. With an increase in the share count since then, institutions have accumulated about 21 million shares.
Individuals, whether known to this message board or not, have been selling their shares for their own reasons! The institutional accumulation is made up of active money managers as well as index funds. Lebby’s presentations have been effective. Since this company is still in its development stage, the active money managers are making their buying decisions on the credibility of Dr Lebby. No doubt these money managers have many contacts throughout the industry and to the extent possible, favorable feedback must be a part of it.
Question: if our polymer is applied as a thin coating over existing lithium niobate modulators to supercharge them, does the lithium niobate still have a function in switching light?
It would be nice to know which version of the Goo was used in the record breaking Polariton modulator!
That person is called CTO or Chief Technology Officer! How many of our BOD held that title at major technology companies credited with building out the internet? Hmmm!
Could have been my guy!! He calls their Stock Lending Desk every day for me! :)
The 15x appreciation puts it on a lot of screens. Then, the serious money managers watch the presentations and then they call Lebby.
Happy New Year! Looking forward to meeting everyone at the ASM in May! Certainly we have been led to believe a lot will happen between now and then. As Dr Lebby would say, “this is really exciting!”
There are no options settling today. The next expiration date is Jan 21. After January options expire, the market makers will open the September series and hopefully longer term leaps.
These Directors are granted a new series of options every year. Chances are very high that the 2022 option grants will more than replace the shares sold. After all, it has been a very good year full of accomplishments.
The question that I would ask is: will the 2022 option grants happen before or after the first commercial partnership?
RKF, have you sold any? If so why? Your answer is the same as their answer. The difference is they will get a new option grant next year as they have every year as part of their compensation package. Do you get pissed off when they cash their pay check every month? Compensation is compensation and comes in multiple ways. Get over it. Institutions understand it and so should you and all individual investors.
They will be granted new incentive stock options with strike prices in the mid teens next year just like every year. So many of these options have expired worthless until this year.
This does not change anything. It happens with all Fortune 500+ companies and is the major reason there are GAAP earnings and non GAAP earnings.
Focus on how many stock options and shares they kept for future gains.
I don’t mean to minimize what is going on with the “mass” increase in volume over the last several weeks. Clearly we are seeing institutional accumulation and that is coming with a controlled sense of urgency.
I track the borrowing rate charged by Schwab to investors who wish to short the stock. This rate has settled down to around a still high 20% after peaking just over 55% when White Diamond and others were shorting the stock at around $11 per share. We tried to warn them, but they had to learn the hard way. The short interest reported every two weeks has been fairly stable so I do not think the move from $12 to $20 was a short squeeze. I think Dr. Lebby and the BOD have enormous credibility and that has convinced several money managers to buy significant positions.
Contrary to popular opinion on this message board, I believe individual investors are supplying the shares that are being gobbled up by institutions. Overall, the shares are in strong hands, but so many individuals have made 15x and it is hard not to chip away. As a pure guess, I would say 15% is now owned by institutions, up from 1.4% on 9/30/21.
I also believe we are within one month of some sort of commercial news. If I am wrong about that, then the stock will likely come under some selling pressure.
HG Genuine produces over 500,000 transceivers per week and many of them have four modulators in them. At a low price of $1.00 per gig/sec, one customer could generate $2.5 Billion in annual revenue. As Marcelli stated, “when this thing starts to go, it is going to go fast!”
Volume is reported differently on the Nasdaq vs the NYSE. This is because of the Market Maker system on the NAZ. When there are trades between two market makers, both report the volume. When one of us individuals places an order with a market maker only one entity reports the volume. Therefore, a block trade between two market makers of 600,000 shares really involves only 300,000 shares.
It does not appear anyone on this message board knows this information. (I was a stockbroker from 1982 to 1986).
I have seen company’s web sites list the market makers in their stock so that info is available, but I doubt we could identify those participating in these trades. We may just have to wait until February 15 to see the institutional ownership as of December 31st.
Yes! But this is different than a MOC order. I spoke at length about this topic with my Schwab advisor today. Anyone can enter a MOC order (market order on the close). Typically the orders are entered earlier in the day and can be canceled up until 5 minutes before the close. After that the order is live!
And that may be the reason we are seeing institutional accumulation with a sense of urgency!
Prototype, I agree completely!
So the time between the completion of the PDK and production availability is three to four months! Bookmark that!
Let’s face it folks, individual investors have been chipping away to get their cost out or down. Institutions are moving in and snapping up these shares. If “we” stop selling, institutions will be forced to move the price higher.
I have not sold a single share and won’t for several years.
The Schwab interest rate to borrow shares for shorting is now at 18.5%. That is the lowest rate since Lightwave began trading on the Nasdaq. To me, this is indicative of the institutional holdings increasing and individual ownership decreasing. The short interest seems to have stabilized at about 1.8 million shares even though the price range has been between $7 and $20.
Koog, I respect your courage to voice your opinion especially since it goes against Drs Lebby, Leonberger, Miller, ECOC, etc.
You are correct saying these issues are unproven and you will be correct right up to the press release.
If Koog is right about how Intel thinks about polymer photonics, she should leave Intel and join Lightwave. If Koog is completely wrong, she should be pushing Intel to partner with Lightwave because there is no way for Intel to get around the 70+ patents and develop a competitive polymer modulator.
Recently Tom Zelibor exercised 500,000 warrants at $1.30 that were approaching their 10 year expiration in May or June. He sold 240,000 shares into the market and kept 260,000 shares. I have not researched this so it is only a guess that other executives that were around 10 years ago have the same grant. Does anyone know?
Guessing the March futures traded with the December futures and there was no net change in the index ownership. Somebody called it a nothing burger and I guess I agree.
I asked three of the questions read to Lebby in the Q&A session. The only one of any value was Lebby’s comment that he did not thinking the PDK for the LWLG technology was taking longer than any the typical PDK.
I checked the closing volume for: INTC, VZ, T, ET, EPD, IP, SLVM, and others. All had the same huge volume.
I am surprised LWLG would be involved in some triple witching quarterly trade.
I checked 15 stocks and all of them had huge volume trades at the close. Must be triple witching day trades. I don’t understand how any of that works, but a trade has a buyer and a seller.
Your braggadocio posts tend to call the bottom! Thank you!
“I would assume the same.”
Who said these words in response to “the current buyers must be from the foundries testing the technology.” Not a specific quote, but close.
Can you imagine if an institutional investor placed a limit order for 614,000 shares at $18.50 for everyone to see? The stock would jump to $20 on that visible order. Fear and greed are the tools available.
Serious question that may not seem so…
Will the Perkomine be sold by the mason jar or by the 55 gallon drum?
Koog, if I understand your prediction correctly, you believe that Google, Facebook, Zoom, Microsoft, Verizon, AT&T, Amazon, Netflix, and many other streaming platforms will be perfectly content to wait five to ten years to collectively save billions in power consumption and modulator package design. Speed, who wants speed and bandwidth?
These major companies only want to do business with an equally prestigious company like Intel and don’t want to risk dealing with an innovative entrepreneurial small company like Lightwave Logic. Someday Intel will decide it is time to adopt photonics and will be able to create a new technology that does infringe on any of Lightwave’s patents.
Finally, it appears you believe that Dr. Lebby, Fred Leonberger, Joe Miller, and all of the others on the BOD and Advisory Board are clueless about where the market is heading.
I must say I admire you for your courage to go against some of the most accomplished technologists on the planet.
Meghan, I wish there was a “like” button!
How about the highest ever volume on an up day (accumulation day).
The bottom line is that Zelibor kept 260,000 shares. He clearly thinks the stock has much more potential.