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.
Unconfirmed
Are you asking me to be your administrative assistant? My fee is $500 per hour.
In the end, it sounds like nothing unexpected or new. I haven’t had a chance to look at it yet.
Analyze this sentence by Ted:
“in the end” - doesn’t that mean a conclusion has been made?
“I haven’t had a chance to look at it yet”
Conclusion is so obvious: you will spend the next several days supporting the conclusion you made yesterday.
Ted is Ted and that “ain’t” saying much unexpected or new!
They are busy trying to punch holes in the 10-K. That is not easy to do. But they are relentless. We will see their best efforts in the coming hours and days.
Ted, are you seeing what cautious statements that were in the 2022 10-k are now missing from today’s report. Why? Why? Why?
They must be significant meaning there! Spend a few days on that and get back to us! (Please)
Gross margins of 93.8%
Should be able to calculate breakeven revenues now. But not tonight!
I checked a list of stocks and saw many of them with large volume trades at 4:00. Must be month end window dressing or whatever they call it these days.
Exactly! Best to own what you want now and top off the tank after the news if reasonable. Last May, the stock took a few days to double. A buyout would be instantaneous with no chance to initiate a position. That is Ted’s biggest fear!
I fully understand your motives. You keep tabs on the company by the minute so when the qualifying news breaks, you will jump on it. Until then, you will do your best to discourage anyone and everyone from being satisfied with the information already public. You much prefer to jump on it at $2 versus $4. I get it and so does everyone else.
The real question that only you can answer is, will you be able to mentally pull the trigger after the stock gaps into the teens without you? I know perhaps 75 investors that own the stock at current average prices that keep $100 grand in cash waiting for the same information as you. The train will not leave the station without them.
Then why are you trying so hard to get the market cap down to $100 million where you would love to buy? Would you really buy into a company that has done and said what they have?
Are you referring to Viceroy?
I agree with the lawyers and the pricing terms being most of the reason these agreements are taking longer than the retail shareholders would like. I also believe the tipping point in the negotiations will be the introduction of Lightwave Logic’s 800g PiC OE packaged in a transceiver and available in quantity for real time field testing. I believe these field trials have been going on now for several months according to the slides.
Set the bar publicly instead of under NDA.
PECC Summit 10/24/2023. Our DD includes sending people to these events to learn who is working with LW. There is a lot of information that is not shared on this board.
The short interest reported for 2/15/2024 was 20,982,959 shares. The last time it was below 21 million was on 5/15/2023.
X says it is now back up to just under 22 million. That jives with the stock price.
You will disappear from this board and never have to read what will be written about you. Before you go, just know that we know you are the scam!
Jeunke22,
It is desirable to have the short interest at or near record levels when Lightwave Logic reveals their own custom designed 800g PIC with unparalleled performance specifications. There won’t be another company telling us to stay quiet. Gossip columnists like Mark Lutkowitz will spread the word and all of the companies who have been collaborating with Lightwave under NDA will rush to get access to Perkinamine.
A number of posters here will disappear forever and others will be glad they didn’t listen to themselves.
The only thing we don’t know is the exact day when Lightwave Logic announces their PIC. It could be tomorrow or the next day! OFC is going to be wild.
We have visual confirmation that Lebby spoke with the Nvidia speaker for twenty minutes in private. That’s a fact. Nobody knows what they talked about so don’t speculate!
Exactly! The shock factor is alive and well. The fear factor is not to the downside, it is to the violent upside. Missing the explosive upside is not worth being short to squeeze another $.40 of potential profit before Lightwave Logic raises the performance bar to unreachable levels.
30 days max
Batting 1% is not something to brag about!
I don’t like the strategy just like everyone else. If it proves to be the right strategy because Lebby understands the players in the market better than the arm chair quarterbacks on this message board, then he gets rewarded handsomely.
Lebby wants everyone who has not signed an NDA to be totally clueless.
Ted, that’s an easy answer! Lebby knows how difficult it is to market a new technology platform and he is being excruciatingly cautious about letting out any information. You interpret the silence as meaning there are problems preventing success. Of course there are problems but they get solved and progress is happening.
Lebby wants you, GP, the incumbent transceiver suppliers, and all the shorts to think no progress is being made. Clearly, he is doing a great job at that.
I don’t like the lack of real information either, but I do know that is Lebby’s strategy. When the day comes, it will come without warning and there will be a shock factor. It could happen at any time and that fear of missing out is why you are not having success talking the stock down to a level where you would buy heavily.
I remember posting on this topic. I speculated that the R&D costs were being absorbed by the foundries and would be accrued or rolled up into the eventual technology transfer agreement terms. I still think this a reasonable theory.
Congratulations to Intuitive Machines for a perfect moon landing!
Druid also suggested that you are making too big a deal out of the cash bonuses from the uplist.
I think the stock is down because Lebby was very clear in his December 4th update and nothing has been announced yet. Remember the number one argument by those bearish on LW is that because they have never had a product to sell, they never will. Personally, I think that logic is flawed in many ways. Traders are tired of the lack of news and are supplying the dark pool with shares as they accumulate. Roughly 1/3 of the 32 million shares listed as institutional ownership is managed funds.
OFC is a month away and I believe LW will have a 4x200g PIC to demonstrate along with performance specifications. I also believe that the “exciting new milestone” Lebby referred to in his update is the introduction of this proprietary PIC. I have no clue if the next press release will be about the Diamondoid patent, the P2PIC, or a licensing and technology transfer agreement. All three of these SHOULD be announced prior to OFC. However, only the patent is assured.
Just for the record, introducing the 800g PIC is a bigger deal than signing another agreement if the names and terms are not disclosed. The industry needs to hear and see how Lightwave Logic’s product stacks up against other silicon photonics 800g products. Once the bar is set out of reach, the agreements will become a survival strategy for many companies.
Each day that goes by, all of us are one day closer to knowing whether or not Dr Dr has been telling the truth. Is there really substantial interest in the Perkinamine value proposition from tier 1 multi-national manufacturers of internet networking equipment? Some say yes and some say no. Both cannot be right!
Steve S is still around just not on this board.
Who was “two cents”? He had some information, but most people view him as a skilled pumper. He completely disappeared which is a common trait for manipulators.
While I do not disagree with Polariton being the licensee, it is still just an educated guess. It is also an educated guess that the end customer is Nokia. The foundry being used by the licensee is unknown.
These ownership numbers are a year old. I will publish the December 31, 2023 ownership once the 10-K is released. My spreadsheet cross references the data supplied by Nasdaq.com, Fintel, and Whale Wisdom.
Institutional ownership for 12/31/23 increased to 32,120,876 up from 30,653,757 on 9/30/23.
The truth is that nobody really knows the name of our first licensee. The only description that has been revealed is this statement:
We signed a four year material supply and licensing agreement for Perkinamine in May 2023 with a company designing and providing polymer based photonic devices and photonic integrated circuits (PICs).
Per the terms of the non-exclusive material supply and licensing agreement, the licensee shall pay Lightwave Logic a running royalty with a minimum royalty paid on an annual basis over the term of the License Agreement. Revenue will be generated from royalties from the licensee’s sale of licensed products.
Any interpretations of these statements are speculation.
Slide 19 of Lightwave’s December 2023 investor presentation.
Optical transceivers market expected to grow to at least $100B by 2030 chiefly driven by data centers, fiber comm & AI requirements
It doesn’t make sense for a fabless PIC chip designer to sign a licensing agreement without having a foundry capable of producing their designs.
This is what I said:
His goal is to keep the stock as low as possible so when he is comfortable enough to commit, the price will be lower as a result of his hard work.
Of course not, but he sure is giving it his best effort.
Nrdc92,
You state the 20 year history quite often. Why you follow this company is beyond me! Am I correct in making the assumption you are here following Lightwave Logic because you think there is great future potential and you don’t want to miss out?
I think Ted is here for that reason. He is ready to jump in once the risk is gone. His goal is to keep the stock as low as possible so when he is comfortable enough to commit, the price will be lower as a result of his hard work.
Carl, Lebby has said that our licensees may not want to announce to the world how their transceivers are achieving such superior results. Since there will be no exclusivity, our licensees only have secrecy and the first mover advantage to help them gain share.
This is why there is so much interest in the direct sales prong. Once Lightwave’s prototype 800g PICs are demonstrated in high visibility settings, the licensing deals and the technology transfer deals will fall into place.
Licensing deals are pure income with very little costs associated with the revenue. Direct sales requires LW to contract out with one of our foundries to produce the PICs, test them, and ship them to our packaging partners for final assembly. This requires working capital.
It makes sense why the initial focus has been on licensing agreements instead of direct sales. It is called cash management. We are all aware of the negative side associated with this rollout strategy. I don’t like being dependent on someone else’s timeline. I would much prefer to be selling our own product under our own brand. I think the latter starts at OFC.
Every data center (regardless of how big it is) will be upgrading their pluggable transceivers over the next 5 years. The upgraded transceivers will be 800g or 1600g. Few people would dispute this prediction.
I am going to step out on the ledge and say that it makes no sense for a data center to select a variety of transceiver vendors to upgrade a single data center. One vendor will get the order. We know there can be over a million modulators in a single data center.
It is no surprise to see LightCounting and other research firms predicting the transceiver market will reach $100 billion by 2030. During the 2023 ASM presentation, Lebby predicted LW would get 15% of the 800g market and 25% of the 1600g market in 2030. I don’t understand how that reconciles to being ubiquitous, but nevertheless, it is a very big opportunity!
There is no way I am going to sit this one out! Some will choose not to invest until the earnings start ramping up. There will be plenty of investment firms who will initiate a strong buy rating over the coming years at prices much higher than today. In today’s lingo it is called a journey!
Friday night lights!
I had to take a screenshot of that post.
Pumpkin is just getting home from happy hour at the local pub.