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Does anyone know if Michael's virtual presentation will be posted?
Hi Guys,
I do own a little bit of Spectra 7 shares, after I saw posters mention the stock on Lightwave Logic message board.
Any idea of what the stock price could be in a years time, based on current projections of orders and sales? I am trying to gauge whether it is worth buying more shares.
Thanks in advance.
Guys,
A quick question. IF in the near future we were to get some initial small device orders....how would that realistically impact the share price? Not a licensing deal but just some small orders.
Would that cause a buying frenzy OR would that only happen if we got large orders OR did a Licensing deal?
Thanks in advance.
No High Volume today like the last few days. The buyer must have got the shares they wanted.
Inversor,
You are high lighting an interesting possibility or option that they could pursue if they went down this road. Perhaps others can chime in, who are much more financially savvy than me, and understand the leadership at LWLG, and the financial implications of such a move, but I personally do not think that they will go down that road.
The reason being that for the past 10 years they have never really shown any serious interest in up-listing to the Nasdaq. Yes they talked about it at a lot of Annual meetings, as part of their presentations, but never really pushed for any follow through. It has not really been a priority for them.
But more important (recent history and developments) is that Michael Lebby has stated in his presentation that he wants us to uplist naturally. There has to be a reason for him saying that. He believes in the science. Based on his entire personality, methodology, and reputation he would NOT want to be part of any such scheme. He is smart enough to know that long time shareholders will be very upset by such a move. He will not go down that way. Besides if the stock price due to his getting us to a point where we have some orders, and have some small deals, the stock price should naturally go up to between 2-4 dollars a share, a lot of us long time shareholders will consider that a success story and a win by Lebby.
Maybe I am being too optimistic lol.
Others please chime in. Would love to hear other opinions.
F Jack,
At $11.00 dollars a share based on per billion dollars, that would be 22 dollars even if we got sold for a minimum of 2 billion. We will take it lol.
Sqrl,
Thanks for sharing. I was not aware of that. Good to know that the more volume there is , the less harmful and relevant they become.
F2,
Thanks for sharing. Somehow this buying seems different than previous times. However my fear is that this will all come crashing down once Lincoln Park steps back in to sell shares. Our PPP funding will run out sometime in June 2020. Fingers crossed that this time is different, because we are getting noticed and not because of the absence of Lincoln Park.
Hi Jimjet,
Are these new market makers replacing some existing market makers for LWLG or are they in addition to the ones that already existed?
Also would love to get your take on what this might mean?
Traded 100,000 shares this morning. Praying it is not Lincoln Park, but rather new investors lol.
Hi Messi,
Yes a 100 dollars a share buyout would be difficult to imagine at this point in the history of the company. However once hopefully in the near future we are up to about $ 5.00 a share our mindset as shareholders will change. At that point I think a lot of us will reset our expectations for the price of a buyout. A lot of us would probably be happy with anywhere from 25-50 dollars range. A lot of us have been following LWLG for a very long time.
However if the share price were to go up on its own merits to about 30-40 dollar range, then perhaps a lot of shareholders might raise their expectations of the price of a buyout.
Good to dream about the future of LWLG. Good luck to us all.
I believe it is at the 40 minute mark where the guy from HG Genuine is speaking.....because you can see the Lightwave Logic Modulator in one of the images on the screen...
Richard,
Thanks for sharing.... I was looking at HG Genuine website....
HG Genuine is a global supplier of optical transceivers in the datacom, telecom, access, and wireless space from 10Gbps to 800Gbps, using the latest chip-on-board, chip-on-carrier, and silicon photonics technology, with a production capacity of over half a million transceiver per week. We have the parts you need, when you need them, with the quality you demand, at a price you can’t afford to ignore.
https://www.lightwaveonline.com/home/company/14075345/hg-genuine
Thanks Jimjet for your response. Yes 18 months is not a very long time.
And I have no doubt in my mind that god only knows how far behind we would be to commercialization without the efforts of Lebby. Atleast at a minimum with Lebby, he was able to get us to this point of being a contendor. He is the only one so far who has given the kind of structure and direction that no other CEO has been able to. Also I am certainly not forgetting the contributions of Fred Leonberger and Joe Miller over the years.
Lebby does seem very confident, especially like you said, making the statement twice that he wants us to uplist naturally to the NASDAQ.
I will be happy with some sort of external validation in 2020.
Hi Jimjet,
Would you mind sharing what kind of realistic timeline you have in mind for success or commercialization? I understand that it just your personal opinion.
Thanks in advance.
I think with the PPP that they got, they will not need much funds till middle of June for Payroll, but it sure would be nice to see the share price rise because of heightened interest in LWLG. Frustrating to see that whatever share price gains we will see now, will get eroded as soon as LPC steps back in.
We need our first DEAL to break ourselves free of Lincoln Park.
Maybe that's why the stock is slowly creeping up today .......
Th6565,
Based on Michael Lebby last week ASM presentation that now includes the 1310 nm market (short reach), looks like our TAM (total addressable market) has now gone up from 10 billion to about 20 billion. Although I love your price tag of $ 250.00 per share price, I think most of us would take $50 dollars a share lol.
Hoping we hear some good BIG news soon.
Walter,
Thank you for this great post. A great summary. We all seem to be getting the feeling based on recent LWLG news and developments that perhaps we are really close to some sort of BIG news.
Jeunke,
Thanks for all you recent posts in trying to help us understand the process of the different steps that LWLG has to go through before initial commercialization.
I am hoping that you are right and that we get some sort of BIG news soon. Also interesting to note that Michael made the effort to praise the relationship with MZ Group, in spite of shareholder criticism that they have not really contributed much to LWLG. But perhaps Lebby seems to be hinting of future value of what MZ Group will contribute based on developments that will occur in the near future.
I like this part.......
A pilot plant is a pre-commercial production system that employs new production technology and/or produces small volumes of new technology-based products, mainly for the purpose of learning about the new technology. The knowledge obtained is then used for design of full-scale production systems and commercial products
We are close ......
So I can understand now why Lebby is stating that they have "internal revenue projections"......
Thanks a lot. That makes sense.
Walter,
Thanks much appreciated. So in a certain way, this would be the last step before some sort of commercialization?
Can anyone explain what do they mean by "Piloting" on the TRL level 6/7 (Technology Readiness Level) slide from the ASM meeting?
How is Piloting different from " design in" ?
Thanks in advance.
Johnny,
I like the way you are thinking about this lol.
I am guessing here that IF we were to get an offer for a buyout, it would have to be a big fish to make such an offer, as a price between 50-100 dollars per share, would mean a valuation of 5 billion to 10 billion buyout.
At this point that seems like a pipe dream sitting at 70 cents a share lol. But I guess once we get to a point of around 5-10 dollars a share on developments, then I guess we could potentially start dreaming of 50 -100 dollars share price as we would be feeling very confident.
Of couse we could all wake up one day and be surprised to hear that someone made a Buyout offer for the whole company.
F2,
I hope your observation is 100% correct. I for one also found it very very interesting that we have signed several NEW NDA's with additional new companies. To me that is very telling, and would suggest that many more companies are very curious to check out our materials and devices. Obviously the word is spreading and the more chatter there is, the more NDA's we sign, the more pressure for these companies to make a move, otherwise someone else will beat them to it.
LWLG stock price is holding up pretty well at 70 cents a share all things considered for a Friday afternoon, just after a shareholder meeting. It is possible that overall the market is taking a positive outlook of future projection that the company is on the right track.
Does not appear that anyone is dumping shares.
Hi X,
I listened to the ASM again a couple of times, and I see where you are coming from. I too agree based on the latest ASM presentation that it would seem that Michael Lebby is indeed setting this up for a Buyout. Lebby has always spoken with a lot of confidence while representing LWLG, but this time I think was a little different, he was sending a message to the suitors, with HIGH confidence..... I noticed the following...
4 New Patents (But this time really high-lighted the freedom of manufacturing by showing a lot of visual on the patents)
1 volt driverless modulator (check mark/milestone achieved/and Press Released to the industry)
New NDA's being touted over the last 12 months (in addition to those NDA's already in place, as if to tease others that interest is continuing to mount and is now very high, first come first served)
Building block for 1310NM....MZ modulators (opens up a whole new market)
Sample market reactions (implying that this is real/and close to some sort of initial commercialization)
Overall I get the impression that Lebby is building the anticipation and perception in the industry that this is now "real close" to commercialization.
I am sure that those watching all this unfold are having to sit up and pay attention, as we are definitely "getting close" to some sort of final outcome.
Just my humble thoughts.
F2,
Great post. Well said. And you are right, Lebby is moving forward in a very methodical way. This stock will one day move on some great BIG news, and they will be no looking back.
As soon as there is some sort of external validation, this will shoot up and will surprise us all.
Buzz,
Please see message 55636 from Richard. He dumbed it down for us, based on what Michael said in the latest Press Release.
Jeunke,
Also now that Michael Lebby has stated and made public in the latest press release ....
"We have Polymer material capable of producing a 100Gbps single lane direct drive modulator for the high volume data center market."
and
Coincidentally the term "technology transfer" has popped up in the last few presentations from Lebby and Jim .....so it makes me wonder ...... was Management hinting at......
Could it be that this is where the Tier 1's will want to do a deal along the lines of a "technology transfer" , as they already have the infra-structure in place to move the development on their terms and control of the "1 volt driver less modulator" to their internal timeline?
Hi Jeunke,
Sorry if I am repeating myself but I was just trying to gauge, if this latest development will move forward as any new improved technologies (much better gadget than incumbents) get invented, or if this is such a game changer that the incumbents will be forced to move quickly.
Thanks and I appreciate all that you share. Some of us are just getting impatient (not getting any younger) lol...
Hi Richard,
Good to hear from you. Thanks for your post. Yes indeed we did get a lot of good technical and business update news. I for one was happy to see the updates. I am guessing that they are setting the tone for Q&A for the Annual meeting, by sharing as much upfront as they can. That way the conversation and questions can continue from there.A quick question if you would indulge us....
Now that we have shown that we ......
"We have a polymer material capable of producing a 100Gbps single lane direct drive modulator for the high volume data center market, how much PRESSURE does this put on the Tier 1's competing technologies (Silicon Photonics/Ind Phosphide) etc, that one of them could leap frog the other IF they signed a deal first with LWLG?
Thanks in advance.
I love this sentence....
"I look forward to continued milestone achievements in the months ahead, working to create sustainable value for our shareholders over the long-term,” concluded Lebby.
I think we are close to some sort of BIG news or milestone.
Share Volume: 776,245.00 Today
Nice to see this kind of volume in one day. Thursday is the ASM, so I am guessing here that this volume will dry up after the annual meeting.
Any thoughts out there on whether this time it will be different?
Chsmoke,
Please do share for us simpletons? Are we going up or down? Is all this volume just temporary due to the latest PR?
Pro,
I like what you are thinking. Let's hope that some Tier 1 takes the initiative and steps forward.
Also we somehow need to get onto the Nasdaq so that we have real exposure. Not sure what it will take to move to the Nasdaq, a deal, co-development, product order or something else.
I believe the minimum price would have to be $ 5.00 (please correct me if I am wrong).
GLTA
Sure sounds good. I will try and get on the call and ask. But in case I cannot get through, please someone ask the question please.
Proto,
So are the prototypes that the Tier 1's already working with have this new level of technology (1 volt, driverless modulator), OR are we to assume that this new milestone has just very recently been accomplished in our LWLG lab?
Maybe we will get more tidbits at the ASM meeting next week. I sure hope so.
Hopefully we are not years away from some deals.