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Spartex, I don't have an opinion as to whether he has misrepresented LWLG in any way, but I do recall seeing some comments suggesting that he hasn't been following Lightwave very closely. He doesn't seem to have much interest in Lightwave yet....
I've been following him on LinkedIn for around 6 months now.
Spartex, I believe he's referring to Mark Lutkowitz.
https://www.linkedin.com/in/mark-lutkowitz-b22abb2/
I'm no techie, but I keep watching for clues. This interview with Broadcom was uploaded yesterday. Dunno if there are clues here or not, but it starts getting interesting at around 5 to 14 minutes. Power consumption is mentioned many times throughout the interview...
" Charlie Kawwas, Broadcom | MWC Barcelona 2024 "
"OFC 2024 Hot Topics: AI Networks, 3.2 Tbps Optics, Linear Drive Pluggable Optics vs. Co-Packaged Opt"
https://www.ofcconference.org/en-us/home/news-and-press/ofc-blog/2024/february/ofc-2024-hot-topics-ai-networks,-3-2-tbps-optics,/
Walter C, I Agree. Additionally, I believe Dr. Lebby himself indicated in at least one of his investor presentations over a year ago that the larger companies move slower and they are less motivated to adopt new tech. That said though, I think it is pretty clear that the entire industry now recognizes the need for speed with less power consumption. Patiently waiting....
Pro, I am not sophisticated enough to have an opinion on the topic, but I look at Level II, Fintel and other resources every day.To take a guess, I think we are seeing manipulation to help institutions accumulate. Looking at the low-volume days, it appears to be some kind of circle-jerk to me. I'm sure retail longs aren't selling, but they have to generate those shares from somewhere IMHO. We know that Institutions have been accumulating, but we don't have access to real-time data.
https://images.fintel.io/us-lwlg-so.png
With regard to LPC, I have no idea what to think. I thought they were mostly, if not completely out of the picture at this point.
vein, quit complaining about your diminished gains. I share your frustration and I'm very upside-down on my LWLG shares. That said, I remain both hopeful and optimistic Lightwave WILL prevail. We just don't know when... The patent moat, facility expansion, hiring a Controller, Sr. Accountant and Supply Manager all help me maintain my optimism. This all suggests the company is posturing for growth to me. Additionally, Dr. Lebby has been instrumental for laying out the Photonics Roadmap on a Global Scale starting many years before he joined Lightwave. Lebby has a remarkable reputation to protect on a personal level. Lebby has been a Keynote Speaker, Chair or Co-Chair at Photonics Conferences for many years. That is no accident... The Industry knows who Lebby is. I continue to think there is light at the end of the tunnel and it ISN'T an on-coming train.... Patiently waiting.....
X, I was kinda scratching my head on the 2-1/2 hours. Maybe I'm reading more into the post than exists.
Dunno how "Exciting" this is. I kinda anticipated it LOL! A catalyst or two would be nice...
A 2-1/2 hour presentation is noteworthy though. Posted on LinkedIn a few minutes ago:
"Exciting News! Lightwave Logic is thrilled to announce our CEO, Michael Lebby, will be a keynote speaker at the OFC Conference!
Join us on Sunday, March 24th from 16:00 to 18:30 as Michael discusses the future of technology in his talk: "Will Heterogeneous Integration Meet the Needs of Future Applications?" Don't miss out!
https://www.linkedin.com/company/lightwave-logic-inc-/posts/?feedView=all
As long as we keep seeing the bar on the right of this graph continue to rise, I think we are golden.
Institutions don't just blindly invest. We do need some catalysts and Viagra to keep this going though...
https://images.fintel.io/us-lwlg-so.png
vein, Theoretically, we should be seeing a 10-K in the next couple of weeks, then a convention towards the end of March and another towards the end of April, before the ASM towards the end of May. I'm anticipating we'll see something worthwhile before the ASM. If not, I won't be a happy camper and wouldn't want to be in Lebby's shoes at the ASM. I remain optimistic news is coming. Something's gotta give.....
Vein, I suppose your options are to SELL or WAIT. The silence might be deafening, but I think we'll hear something tangible before the ASM.
Vein, I don't see a buyout happening anytime soon and I have ZERO concerns about a NASDAQ de-listing. Not going to happen IMHO.
Patiently waiting for Lightwave to FINALLY start talking about things they can't talk about.....
Lewrock, in my previous jewelry manufacturing career of 24 years, and 24 years ago...our metals refinery was trying to develop a new sterling silver casting alloy that was tarnish resistant. They sent us sterling silver casting grain at no charge, to cast jewelry parts and process the goods into finished jewelry. We analyzed the results and sent some of the product back to the refinery to analyze on their own. The end result was a new sterling silver casting alloy that they could market to the masses globally. There was benefit to BOTH companies. The refinery farmed out R&D to an alloy consumer, providing the metals. The Jewelry Foundry/Manufacturer benefitted by getting free material during the R&D process, which we sold to our customers. It was a WIN/WIN scenario for all of the parties involved.
Red, there has been brief discussion on another forum about the deafening silence when it comes to PRs. MZ Group doesn't seem to be a "Hands-On" PR firm, meaning that they don't announce things that might appear superficial, but in the scope of things have meaning. New hires, like the Sr. Accountant and Supply Manager have meaning to me as an investor. If it weren't for investor sleuthing, we would not know about the new hires that clearly suggest the company is posturing for growth. Then there is the patent application, that is likely to be approved sometime in the next 3-4 weeks that I believe forentz shared with us.
I'm concerned that internally at Lightwave, they don't even mention "Fluff" PRs, but investors find the info on their own, while we wait for the company to publicly share information. I kinda think the company needs to be more engaged with their PR firm and vise-versa. BTW, MZ Group is kinda considered "Investor Relations" at this point in time. I don't think Lightwave is quite ready for an in-house employee to tackle an Investor Relations role, but the time is coming IMHO.
In my mind, Lightwave needs to replace MZ with a more engaged firm, OR... Lightwave needs to get more engaged with MZ to provide us with more newsworthy updates. The new Sr. Accountant and Supply Manager adds are noteworthy to me, because it shows the company is posturing for growth....
I would not support a takeover, given that the company has other verticals to pursue unless it was for a BOATLOAD of CASH and STOCK. In my mind, the delay could be for any of many reasons. Maybe Lightwave is negotiating pricing and terms with multiple customers, and using the higher value terms to get better terms out of the lower value terms customers? I'm not saying that Lightwave isn't discussing buyout terms, but I kinda doubt it. It is my belief that Lightwave wants to maximize value from other verticals before entertaining a sale of the company. Additionally, it is my understanding that the "Shelf" could be utilized if needed, to avert any "Hostile Takeover" scenario. I don't think a Hostile Takeover is even a concern at the moment. There aren't enough shares available in this layman's opinion...
Also noteworthy though, is that Laila Partridge, who was added to the Board last August, and Ana Q. who was hired in October both seem to have M&A experience. Follow the money or follow the "Bean Counters".....
https://www.linkedin.com/company/lightwave-logic-inc-/people/
vein, my thought is that while the NASDAQ is booming today and we are not, there is a reason for it. Lightwave might have a commercial agreement, but there isn't evidence of revenue from it yet..... Lightwave is still considered to be a pre-revenue company by the market, so we don't neccessariy get to ride a NASDAQ run.
That said though, take a look at BMR, who had a phenomenal run after the NVDA announcement. Now that the smoke has cleared, BMR is still up around 500% since last week. IF Lightwave is truly capable of "Ubiquity", I think the potential for a much greater run has potential, given the right PR.
I could be wrong, but I think we'll see some catalyst news before the ASM. If we have to wait until ECOC, I'm NOT going to be happy!
You might have missed this Institutional Holder Chart. Bear in mind, that this is WITHOUT anticipated CATALYSTS. Dunno what to say, other than the fact that Vanguard and Blackrock made significant adds in the last quarter. If THEY start dumping, the LWLG longs may have made a big mistake....
https://images.fintel.io/us-lwlg-so.png
SELL! EOM...
"ECOSYSTEM"..... EOM.
This low volume beat-down is BS, but I suspect it is more manipulation to accommodate institutional accumulation. We know that longs aren't selling and we know that institutions like Vanguard and Blackrock added significantly in the past quarter. Patiently holding.....
If I'm not mistaken, Lebby started laying out the "Roadmap" for the Photonics Industry long before he joined Lightwave. He's been in the spotlight for decades and it appears his collaboration efforts have been growing in recent years. I look forward to the day that he can start talking about things he can't talk about.
ForrestFruit, They've expanded their facility, been hiring new highly qualified staff and expanded the patent moat over the past year.
Did you miss the memo that they hired a Company Controller last October? Did you miss the fact that they've hired a Purchasing Agent and a Sr. Accountant in the past two months? Have you been living under a rock? Perhaps you should read through the company's press releases and SEC filings. I also recommend you follow the company on LinkedIn. The company's activities strongly suggest they are posturing for grown IMHO.
BTW, I posted an updated guesstimate of current staff on this forum yesterday. Your question about "Sales Professionals" is irrelevant. Industry leaders who attend the conferences/trade shows know who Lightwave is. Besides, companies who adopt Lightwave's offerings will be doing marketing of their own to their downstream customers IMHO....
qtdecker, No ASM date announcement so far, but I'm guessing 5/23.
Matt, we've seen the company expand their facilities, hire highly qualified people and grow the patent moat over the past year. Speaking of patents, I suppose we'll see an announcement that the recent patent filing has finally been approved and recorded at the USPTO sometime in the coming weeks. I don't think the company has made any public remarks about it, but one of our sleuth investors discovered it. I believe it was fortzn.
I'm just patiently waiting for the company to start talking about the things they can't talk about.....
Buvo, we'll see where this goes, but I remain highly optimistic.
As an observation, Ana Q., who was hired as Company Controller last October appears to be the head bean counter. She has an impressive resume that includes M&A... Hmmm..
https://www.linkedin.com/in/anaquan/
Then there is the recent hire Brandon Ramsey, whose role is Purchasing Manager, presumably to ensure they have all the materials needed to make the Goo in stock, and to ensure that they aren't overpaying for said materials. Like the Sr. Accountant, Brandon started at Lightwave 2 months ago, but they finally got around to adding the Sr. Accountant to LinkedIn yesterday.
https://www.linkedin.com/in/brandon-ramsey-6a193985/
As a final observation, I believe the TRUE current head count at Lightwave is probably around 38-39 people. I believe some of the "People" listed on LinkedIn are not actual "Staff".
https://www.linkedin.com/company/lightwave-logic-inc-/people/
"People" on Lightwave's LinkedIn profile increased from 45 to 46 in the past 24 hours.
https://www.linkedin.com/company/lightwave-logic-inc-/people/
The new add is Zhanna Overchuk who filled the recent Senior Accountant opening. The company is clearly posturing for growth....
https://www.linkedin.com/in/zhanna-overchuk-a0588961/
Druid, I appreciate your candid response. Personally, I also discovered Lightwave by accident. I dug deeper when I realized it was an OTC trading in the $10 range. I bought a few hundred shares to keep it on my radar and was quite surprised when Lightwave "Organically" up-listed to the NASDAQ. I was quite surprised by that event and didn't see it coming because I hadn't dug deep enough. Every single one of my OTC investments in the past had to do so using a reverse-split, and every one of them was a disaster.
Druid, you indicate you are neither long nor short LWLG. As a forum member you are a new arrival. How long have you been following Lightwave? Are you weigining taking a position? I've been long on LWLG for approaching 3 years and it has been a bumpy ride, but I'm not selling. I started following the company for a few months before buying my first shares and joining a few forums. What is your motivation here? You seem to have industry knowledge. Do you, or have you worked in the semiconductor industry?
Yep, and growing according to Fintel.
https://fintel.io/so/us/lwlg
BTW, Fintel apparently updated the bar chart for institutional holders sometime in the past few days. The bar on the right is getting taller....
https://images.fintel.io/us-lwlg-so.png
" Future data centres may have built-in nuclear reactors "
While I do have solar power on the roof of my all-electric home, I fully oppose Utility Scale solar and wind farms. In the bigger picture, I think nuclear power makes more sense. NuScale is working on commercializing Small Nuclear Reactors (SMRs) in the US and I hope they are successful. I also hope that nuclear fusion becomes a reality in my lifetime, but that is another topic...
https://www.bbc.com/news/business-68238330
Scope, I could be full of shit and I have a PHD in losing money on a few investments. I don't expect the identity of Lighwave's customers to be revealed anytime soon, if EVER. I DO expect anonymous customer agreements to start popping up in PRs soon though. More importantly, REVENUES on the Quarterly Reports... Forward Guidance is equally important. I think it will start to flow this year.......
Lewrock, BTW, I do recall in a past PR where Lebby suggested that "Partners" might be announced in the future, upon MUTUAL CONSENT. That makes it pretty clear that unless ALL parties agree, there isn't MUTUAL CONSENT.... I understand how that works. 8^)
Lewrock, I agree with what you are suggesting. Lightwave's customers don't want to share too much info. BTW, I KNOW what an NDA entails, as I've signed a few. A benefit to Lightwave, is that the CUSTOMERS will do most of the down-stream marketing. I also have faith in the speculated profit margins I've read from numerous investors. The "Value Proposition" for end-users should be pretty attractive, given the high speed, low energy consumption and small footprint.
This is an interesting job opening at SMART Photonics.
They are seeking a student/intern to calculate energy savings. I hope the position is to also estimate OVERALL energy savings at data centers. We KNOW the modulators run at room temperature without the need for a heat-generating driver. What we DON'T know, is how much energy savings there might be due to a lower need to run the HVAC...
" Energy Saving Estimation (INP Photonic Integrated Circuits) "
SMART Photonics is working on systems that have the potential to reduce the earlier mentioned energy consumption. For SMART Photonics to be able to promote itself as a green company, using such a label needs to be fact based and it is about these facts that we are looking for help.
https://www.linkedin.com/jobs/view/3815338371/?refId=%2BlQA78CpOxi2lxy4I6F9kw%3D%3D
Red, I don't think anyone will associate us with enhancing speed, reducing energy use and footprint until the company announces more contracts with forward guidance. We aren't there yet, but I believe it is coming. With that, should come analyst coverage, which could fuel the pps.
I think we need to get deeper into the Market Acceptance/Ubiquity part fo things before we see momentum.
I think INSIDE the industry, people know who Lightwave is. Outside the industry, not so much.... At the moment...... We'll see...
Pesky NDAs.......
vein, Dunno what to tell you, but I suspect you didn't sell any on the run to $20. I didn't either and have regrets about not lightening the load in that price range. The difference between our positions and goals is a factor that deserves compassion. I got to this party late and I'm underwater by close to $3/share. I'm no penny-long. At 62, I can wait a while longer, but I know there are many on this forum who have held for years and and are eager to cash in their chips. I get it.
Lightwave hasn't yet produced any contracts that we know they are working on per the Shareholder Update Letter in December. I continue to believe they are coming, but nobody on this forum knows when. We have a 10-K coming in around 3 weeks, then two trade shows before the ASM, which should be roughly around May 23 if I'm not mistaken. Each of these events are opportune times to drop some material/CATALYST news. If we don't get something by the ASM, I wouldn't want to be wearing Dr. Lebby's shoes...
Killer, I've seen that $1000 figure tossed around too. I think it is possible, but we need to get through the Market Acceptance and Ubiquity hurdles first. That could take some time IF Lightwave is successful. I remain optimistic on the topic, but try to keep my expectations in-check. If the stars are in alignment, there might be multiple stock splits in the coming years. Meanwhile, if we just get into the $100-$200 range in the next couple of years, I'll be happy. Until we start seeing anticipated contracts my fantasies are meaningless. 8^)
Depending on how well LWLG does over the next few years, it might be cool to buy a cabin on a cruise ship. If it does REALLY well, maybe I'll buy a Tesla and drive it to Mars. (Elon launched a Tesla Roadster about 6-1/2 years ago. 8^) ) I think I need to accumulate more shares....
On the space topic, Col. Chris Hadfield is my 3rd favorite astronaut, right after Neil Armstrong and Buzz Aldrin. Neil for obvious reasons, and Buzz because he punched out a conspiracy theorist who was harassing him, claiming the moon mission was a fraud LOL! I like Col. Chris Hadfield for obvious reasons...
It sounds like Intel hit a big number in the Lottery. Wow!
" Intel's CHIPS Act award package exceeds $10 billion, payout expected within two weeks: Report "
https://www.tomshardware.com/tech-industry/intels-chips-act-award-package-exceeds-dollar10-billion-payout-expected-within-two-weeks-report
@Be Honest: Yes, water consumption is an additional concern related to cooling. I know that fabs and data centers are working towards recycling water, in an effort to create a closed-loop, but it is still a concern. I don't like, nor do I trust Bard (Genesis) too much, but I do take a look at it once in a while. I ran a query on the topic and the response does not surprise me. In my mind, recycling the water, reducing the cooling demand and overall energy consumption (Perkinamine) offers great benefits. I continue to think Ubiquity will become a reality. We just need to get through the "Market Acceptance" hurdles beginning this year.....
Do Data Centers consume a lot of water? Do semiconductor chip fabs consume a lot of water?
Water Consumption by Data Centers and Semiconductor Fabs:
Yes, both data centers and semiconductor chip fabs are major water consumers. Their vast water usage raises significant environmental concerns, especially in water-scarce regions. Here's a breakdown:
Data Centers:
Consumption: A medium-sized data center can use hundreds of thousands of liters of water daily, primarily for cooling servers. This makes up roughly 25% of their total water consumption.
Direct Consumption: Used for cooling (evaporative cooling, chilled water) and other facility needs like sanitation and landscaping.
Indirect Consumption: Embodied in the energy they use, as energy generation often requires water (e.g., hydropower, thermal power). This can account for up to 75% of their total water footprint.
Impact: Data centers contribute to water stress, depletion of local water resources, and energy-water nexus challenges.
Semiconductor Chip Fabs:
Consumption: A single fab can use tens of millions of gallons of water per day, with some estimates reaching as high as 15 million liters daily.
Processes: Water is used for wafer fabrication (cleaning, rinsing), cooling equipment, and facility upkeep.
Focus: Ultra-pure water (UPW) is crucial for chip production, requiring extensive treatment and contributing to high consumption.
Impact: Similar to data centers, fabs stress water resources, especially in arid regions where they often concentrate.
Comparison:
Total consumption: Semiconductors generally use more water per facility than data centers.
Breakdown: Both use water for cooling and facility needs, but fabs have an additional significant demand for ultrapure water.
Regional impact: Both industries affect water-scarce regions disproportionately.
Solutions:
Data centers: Implementing water-efficient cooling technologies, utilizing recycled water, and optimizing energy use can lower consumption.
Semiconductor fabs: Optimizing water reuse within fabs, exploring alternative cleaning methods, and collaborating with local water authorities are crucial.
Remember, water consumption is a complex issue with various factors at play. Understanding the industry's impact and the ongoing efforts to improve water efficiency is vital for responsible technology development and resource management.