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from Lebby presentation slide 26
* ability to quickly synthesize new materials
* can achieve high purity and consistency
* ability to synthesize commercial scale quantities
** ALL MATERIALS CONSISTENT AND PURE
NOTE ==>> NEW MATERIALS ALLOW FOR OPTIMIZATION
I wonder just how many material variations there have been to-date since getting to this level, I would guess quite a few, keep in mind back in the day none of this was a reality which is one of the great hurdles that cost us loads of "lost" time
really really looking forward to this year's ASM !
Huge breakthrough in blazing fast internet speeds
How would you like Google Fiber-like internet speeds delivered over your home phone line?
http://money.cnn.com/2016/05/16/technology/gfast-internet-speeds/index.html
WoW
Diamond on silicon chips are running at 100 Gigahertz
http://nextbigfuture.com/2016/05/diamond-on-silicon-chips-are-running-at.html
we need the WOW factor ASAP , cmon Z and co. give us your best at the ASM, kick us off with an Open Letter to serve as a primer for investors to digest and raise clarity questions at the meeting!
still a believer!
March 31, 2016 Form 10Q is out
http://www.edgarexplorer.com/EFX_dll/EdgarPro.dll?FetchFilingHTML1?SessionID=AupMeIrX25_TE-9&ID=11390979
I agree with you Walter that some of Purple's questions are too detailed; investors really don't need a log of every employees hours, but it would be helpful to know how many scientists, assistants, consultants work at each lab; as far as the materials go, I presume from what we have been told that there are many materials at various stages of development; Tom did say that there are lead candidate materials that will be taken into devices even as better materials are developed; it would certainly be helpful to investors to have progress details on the top 1-3 materials, and the top 1-3 devices; this would include all strengths and weaknesses known to-date within the realm of their progress testing, and exactly where in the progress testing each aforementioned resides
Of particular interest to me is the latest pr of us having a working proto that now successfully modulates, I think it was Steve S that got it from discussion with Steve C that the device "shortness" precluded any optical loss measure; and Rick commented that would mean that there would have been very high electro-optic activity present; so my question, is it then viable that I device of such shortness can be a viable commercial device, or are there other specification hindrances that this would create
I appreciate all those who will relay/represent investor questions at the ASM in advance, so TIA!
Some good thoughts from all who are seriously contributing to this discussion here on the ASM questions, I will circle the wagons back to an Open Letter by Z at least a day or so beforehand to answer as much as he can of all that is being asked, perhaps addressing some things that are not even being thought of here. Then investors have a day or so to analyze the Open letter, the revised timeline, etc; and formulate questions to be asked at the ASM to gain the further clarity we always seem to lack following these type of press releases
KCC, Gates, Open Letter to shareholders by Z prior to the ASM would work to management's advantage as well as investor's advantage so I really hope if they monitor this message board, they take this proposal seriously
KCC, I will not be at the ASM, but will attend the web hosted access
Gates, I'm with you on them throwing us a bone with some serious meat on it, God knows we've been extremely patient here!
cmon Z, wow us!
Gates, I agree, I would have hoped for better, hopefully Z drafts an awesome open letter ahead of the ASM for investors to review, it can serve as an outline for the ASM agenda, and investors would have the chance to question items contained there-in to gain further clarity; also a revised timeline of events is certainly warranted as it has been 6 months since the last open letter
where is X anyways?
Rick, thanks for all your input! I agree wholeheartedly with you that now we finally do have something to be excited about, and I am really looking forward to the ASM for some all important clarity on recent developments, and timeline updates/additions!
I am invested in the "old" company.
thought you sold out long ago buzzard, are you a liar here?
take note that developments in this area are not limited to isolation efforts which you seem to suggest would be the best/only solution to success
Wise, that coupled with what Steve S got from his meeting with Steve C as told to us in this post
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=122011990
hopefully the ASM can finally clarify (all) things for us investors, lol, but I still remain extremely bullish that there will be device success here
Gates, I think there will continue to be passive testing of an ever expanding portfolio of devices under development, however this would not preclude the 1st proto(s) to have already completed successful passive testing and currently be in active testing phase imo
Rick, I remember you saying that in relation to a device structure being so short that it could not encounter measurable optical loss, that it would require an extremely high eletro-optic activity level to accomplish this feat, do you believe that such a short device could meet all needed commercial attributes, or is there a known downside to such a shortened device?
finally, where's Xwaldo? I know he always has an ear to the ground.
to pursue other opportunities. this phrase is the common code for being sent packing "by mutual agreement"
gotta wonder what the conflict point was, perhaps the acquisition was it?
jssdmm, absolutely 101% correct! I am anxious for the ASM in 3 weeks time; I believe we will be given answers to some of the important questions and hopefully it will trigger investor buying once again, this could alleviate the LPC over-hang we seem to be experiencing lately
buc, that thought crossed my mind as well, from the Jan 27 2106 pr it would seem that wavetek would be the go to foundry for production of commercial devices once the protos are developed and optimized by yearend 2016 as told to us in the latest operation update pr of Apr 4 2016
https://finance.yahoo.com/news/poet-partners-wavetek-cites-promising-130000498.html
https://finance.yahoo.com/news/poet-operations-210734057.html
so it begs the question is this acquisition intending to displace the wavetek foundry agreement?
Wow Xrouter you are a pretty good size fish in the poetf pond! Glad to see the pps closed higher for your sake today! I do agree that longer term this company should do very well, sometimes I wonder if we will all still be alive to see it though, lol, it's been a long slow slog here and with my lwlg too, but I still believe there is plenty of room for both of these companies in a space that is definitely heating up rapidly now to do very well!
mack, sorry you didn't get your homerun apple buyout dream, but don't let that stop you from dreamimg big, and also don't let that stop you from investigating what heavy hitters lightwave has on it's scientific advisory board as well as it's independent board members, and executive mgmt team, these are some impressive people to say the very least
http://lightwavelogic.com/leadership/
(note there are 3 tabs to this web page)
Xrouter, you may be right, the run up in pps the past 3 weeks was undoubtly "buying the rumor" on this deal, so would not be surprised to see profit taking bringing the pps down to 0.80 or so where the deal valuation was booked, this is also where the 200 sma on the weekly chart lies
Ring, the B/A will come soon as they sort out any trade imbalance now, I wouldn't expect too much though, the purchase price value was roughly 80 cents USD ($1 CND) correct?, so with minimal near-term impact doubt we see too much on the pps today, guess we'll know soon, gl
The DenseLight shareholders will be issued at the Closing, a number of shares of common stock (the "POET Shares") representing ten and one-half million dollars (U.S.) ($10,500,000) in value based on a deemed price for such POET Shares of the U.S. equivalent of one Canadian dollar (CDN$1). In addition, additional POET Shares representing one million dollars (U.S.) ($1,000,000) based on the same equivalent share price will be issued to the DenseLight shareholders in the event that DenseLight meets or exceeds a pre-determined revenue target during calendar 2016.
not quite what mack wanted/projected but decent news for sure
wow, this marks the 4th trading day, will they ever tell investors what the heck is going on here, lol, patience patience patience, haha, glta
ok, I think the minimum is $4 (with some exception rules) so would probably need to be 1:5 to leave room, so if they have limits set on what was authorized internally, then can't be it, also I agree the reverse split doesn't usually benefit the shareholder (at least near term)
It could be a buyout offer too, the reverse split would be needed to meet nasdaq listing minimum pps
guess we will know soon, glta
thanks mack for that silver spoonful, it helped clarify some things for me
good luck to all
I have been considering a POET/LWLG combination but have not been able to get anyone to agree
Rick,
I know your background is much more technical than mine. I have been following the poetf story for a couple of years now, and it seems that you are plugged in to it as well. What does your gut say about their tech,
is it true next-gen?
are they much closer to a commercial product than lightwave?
for what reasons do you believe a combination of these two techs would make sense? and in what ways?
and any other thoughts you might like to add...
tia
Is it possible that the halt has to do with a reverse split in order to facilitate a Nasdaq listing; if I remember right there was talk about moving to the Nasdaq some time ago in one of their operation updates
any thoughts?
Detector business alone is worth 1 billion and theirs is commercially proven, not developmental and available by end of year
mack, from the april 4th, 2016 latest operations update >>
As previously announced, POET intends to commercialize its integrated resonant cavity detector as its first product and demonstrate this prototype by the end of 2016.
https://finance.yahoo.com/news/poet-operations-210734057.html
mack, sounds to me like pure development stage >> DETECTOR PROTO BY YEAREND 2016
and it stayed halted for days wow, that is crazy, not sure why a halt for news would take days to post that news, I would hope they post the news here before the market opens today, it's like telling someone you know a great secret and then not telling them the secret lol
Rick, nice grab, I am precisely in agreement with your thinking, and the pps here could easily double/triple in a day, any day, with the right pr
Xrouter, over the years I have been invested in several companies that experienced trading halts with news pending, these were mostly biotech plays and the halts were mainly related to phase III trial results; I have experienced a mixed bag of winning and losing on these halts, but I don't recall ever being invested in a company that was halted for news pending and then not re-opened that same trading day, not sure what to make of it?
best of luck to all longs here
Mack , you focus on Sept 2015 update, I focus on April 2016 update which imo focus for proto clearly is on the detector ; and seems to indicate delays in development of AOC products timeline to me
https://finance.yahoo.com/news/poet-operations-210734057.html
prominent from that pr >
As previously announced, POET intends to commercialize its integrated resonant cavity detector as its first product and demonstrate this prototype by the end of 2016
These AOC will replace copper at comparable costs and at 1/10th power consumption
Mack, if costs remain the same then at best poetf tech is partially disruptive, although without anything better (yet) the tech would be well received, the goal of lightwave tech is to be disruptive on performance as well as cost reduction; question, I thought the latest poetf pr had the focus on the detector with a proto promised by end of 2016, and then the AOC being discussed to be a proto 2017 and beyond?
If poetf is entering a big boy partnering agreement, then I think the pps reaction could be indicative of what lightwave could experience as well if such an agreement occurs here
Gates, now your thinking!
Wow Rick, that address on Innovation Way is right next door to Lightwave's
Gates, just because lumera tech was associated with Fraunhofer a couple of years ago (about the same time Gig dumped a majority stake and all its funding in that tech) doesn't mean anything relative to a Lightwave affiliation here
Rick, nice find, I still wonder if we are not perhaps ahead of internal development timeline for 1st time ever?
I'm still thinking that the Lebby presentation at PIC in March was the most positive/bullish thing for us in quite some time, and then couple that with the last couple of pr's that have us with a working proto, and I can't help but be excited that we may finally be "getting there"!
Rick, that's what I wanted to hear from you! Booyah! If we are truly down to the "fine tuning" aspects, and then ramping up the speeds, I think the remainder of 2016 is more than ample to successfully complete these things, and by then we will be very much in play imo; one more thing though, DLucky said Steve is now saying we are going straight to the slot waveguide modulator for first commercial product, do you believe this to be a good sign that we are truly ahead of internal development plans so why not bypass the ridge waveguide modulator which might have been tad easier to complete but returns a much smaller commercial market opportunity?
Thanks Steve! sounds like bottom line is progress notes and internal sentiment remain very bullish, appreciate your efforts for us here!
Steve, let me approach this in a different way, could you answer the following questions per your discussions
1) Are passive & active testing of device(s) now being performed concurrently, or are passive testings complete, and now only active testing is ongoing ? I ask this because your statement "Cautionly I say the biggest hurtles are behind us and it now comes down to fine tune the device and pack it." leads me to believe we are perhaps beyond all passive testing (which I thought included optical loss measures)
2) If the proto device is too short to encounter optical loss, then the "plan B" sounds out of sorts; if so short can it be commercial viable, or must it not be of greater length for that ? you said "I don't know if you remember the "plan B" Zelibor spoke about? But that was in case of failure, then the waveguide would be cut if the light didn't travel through. And tested again."
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=122011990
Optical loss was of no meaning because of the shortage of the waveguide. It's of no relevance in this type of device.
Steve, just to clarify, what you are saying is that the optical loss is not an issue with our proto, or in other words the optical loss was indeed at a commercially viable/acceptable level, correct?
What confuses me is when you say "It's of no relevance in this type of device." because in my mind the optical loss is relevant in all of these types of devices, so I assume you meant it is irrelevant because it is acceptably low, is this a correct interpretation?
Thanks Steve! Based on your discussions with Steve, it looks like my original interpretation of the pr may have been correct, so perhaps for once we are actually progressing ahead of schedule, and if that is true then
BOOYAH BABY!