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A lot of the stocks I follow are dropping in PPS following strong rallies in Feb. & March.
Do you think we may completely give back those earlier gains because traders anticipated the "sell in May and go away" seasonal pattern?
If Pfizer takeover of AstraZeneca happens, the results may be very bad for drug R&D. The Guardian article summarizes past examples.
http://www.theguardian.com/business/2014/apr/28/pfizer-astrazeneca-takeover-bad-news-uk-research
Also a HQ move to the UK would save over $1 billion a year in taxes and even more on the large cash holdings outside the USA.
http://www.theguardian.com/business/2014/apr/28/pfizer-astrazeneca-takeover-tax-benefits
The WSJ has a good online article about the "tax inversion" issue.
Without clinical trial results it's not likely Pfizer will throw a billion or so into the coffers of ILNS. But with favorable results, that may change.
Someone always has a compelling reason to sell. Hope you enjoy the use of the property.
About 40K shares of the fewer than 67K total sold in several lots during the closing minutes Thursday. Price now at three month lows while major U.S. stock indexes posted their biggest weekly percentage gains since July. LWLG by contrast is edging toward the 52-week low of .60 (last Dec. 6).
I've seen several extended and helpful comments today with lots of details. I appreciate them but have a question. If I buy at .01 and sell at .02, I gain 100% (less costs of transaction). So to gain 300% I would have to buy at .01 and to sell at .04, wouldn't I?
Looking forward to more helpful MB notes. They helped me do DD and choose this from many possible investments at this time.
Several days ago I didn't know I'd be able to purchase OPXS under 2 cents. Today I added to my modest holdings with good LT prospects.
Best to all longs, Info
Flippers will be discouraged if the MMs keep the spreads wide and the bid and ask sizes low as they have so far today. IMO this is good for investors who discern value here and for intermediate to long term holders.
Thanks for providing so much DD. As a LT investor I appreciate the thorough and calm tone of the MB -- very straightforward. Yesterday on the close I took a modest position. Will hold and add my best to all longs.
And today, with good news out, it may be a MM short play. But only for a short time. Yesterday a big short play was PRAN.
We still anticipate the granting of required permits by BLM, not the denial.
Info
I also think that WLCDF has great potential. It seems the risk is getting smaller as it hits new milestones. At today's new high price I thought it was overbought according to certain indicators, and I used a discipline which I have developed to close out some of my position.
Now I anticipate a pullback to some extent; it depends on too many factors to quantify. If the shares drop into a better value zone I will add again. Of course I want to add more shares than I sold. But my risk is that I may have to chase it to a higher price.
All holders and potential buyers should keep watching WL closely. Today had a spike up with high volume; who knows what tomorrow will bring.
Best to all longs.
Info
This is marginally OT. Are we looking at the same chart? Tesla has dropped about $45 per share in March. But the news about Tesla's giant lithium battery factory project has juiced lithium-related stocks quite nicely -- such as WLCDF.
How do you see this affecting HYSR?
When I saw the brief new high above .86 I sold the swing trade part of my holdings around .84 to lock in a nice gain. So I have a lower basis (risk) and most of my shares going forward.
Agree with you, Cartman.
Too much hyperventilation, not enough humility by some. Since I have a LT interest, no need for the breathless style.
Info
No surprise that many private companies are pursuing this goal.
But wait -- the solution is never a sure thing. We know that it's very much needed and very valuable. Researchers are up against a theoretical barrier (which I don't understand, I'll take their word for it). Can they make the critical breakthrough? That's the billion dollar question.
Nobel Prize-winning physicist Richard Feynman has a great story in "Surely You're Joking, Mr. Feynman" Thanks to the Florida State University Chem Lab for putting this book online.
As a graduate student of Prof. John Wheeler at Princeton, Feynman read a paper about his research. Although it was a regular seminar, the topic interested some "monster minds." Many famous people attended, including Albert Einstein. Feynman was nervous, but Wheeler said he would answer any questions following the paper.
(Quoted, page 30) But then the end of the seminar came, and it was time for questions. First off, [Wolfgang] Pauli, who was sitting next to Einstein, gets up and says, "I do not sink dis teory can be right, because of dis, and dis, and dis," and he turns to Einstein and says, "Don't you agree, Professor Einstein?"
Einstein says, "Nooooooooooooo," a nice, Germansounding "No, "very polite. "I find only that it would be very difficult to make a
corresponding theory for gravitational interaction." He meant for the general theory of relativity, which was his baby. He continued: "Since we have at this time not a great deal of experimental evidence, I am not absolutely sure of the correct gravitational theory." Einstein appreciated that things might he different from what his theory stated; he was very tolerant of other ideas.
I wish I had remembered what Pauli said, because I discovered years later that the theory was not satisfactory when it came to making the quantum theory. It's possible that that great man noticed the difficulty immediately and explained it to me in the question, but I was so relieved at not having to answer the questions that I didn't really listen to them carefully. I do remember walking up the steps of Palmer Library with Pauli, who said to me, "What is Wheeler going to say about the quantum theory when he gives his talk?"
I said, "I don't know. He hasn't told me. He's working it out himself."
"Oh?" he said. "The man works and doesn't tell his assistant what he's doing 'on the quantum theory?'" He came closer to me and said in a low, secretive voice, "Wheeler will never give that seminar."
And it's true. Wheeler didn't give the seminar. He thought it would he easy to work out the quantum part; he thought he had it, almost. But he didn't. And by the time the seminar came around, he realized he didn't know how to do it, and therefore didn't have anything to say.
I never solved it, either--a quantum theory of half-advanced, half-retarded potentials--and I worked on it for years.
If you are a LT investor and not a ST trader or scalper you don't have to worry much about that. Since LWLG is a lightly traded stock MM games can arouse your ire. With very liquid stocks there's not so much aggravation or risk.
I'm waiting for the day when LWLG has much higher volume and tighter spreads as well as a major exchange listing. But we won't get there without the science moving into commercial offerings generating those long-awaited contracts, revenues, and profits.
Hi Mike,
As a recent MVTG board follower, I am trying to do DD about this new disruptive tech while keeping up with LWLG and other tech ventures. IHUB is a great help to me doing this.
Thanks, Info
Thanks, Steve.
I view the added details as positive. I added to my holdings at well under a dollar. We will see how the market regards this news.
Best, Info
Currently AIDEA has a loan portfolio exceeding $433 million to several hundred businesses is Alaska. The LT bond rate is 5.65%. Businesses have to apply.
When Jim McKenzie read about AIDEA's 27 years of support for Alaska's mining industry, he likely smiled and said "Yes, and we're next!" Congrats to UURAF's leadership for a successful application. Thanks to Alaska's lawmakers for a substantial funding proposal. Disclosure, I live in the "lower 48."
For nearly forty years the State of Alaska received great benefits from the AIDEA. From its website:
"When AIDEA was created in 1967, it was envisioned to be a pass through conduit agency providing Alaskan businesses with lower interest rates offered by tax-exempt financing by having AIDEA issue a bond which was then purchased by others. Changes to the tax laws in the mid 1980's dramatically changed the types of projects that are eligible for tax-exempt financing, however the Tax-Exempt Revenue Bond Program continues to help finance certain facilities at lower rates, based on the credit strength of the developer.
In 1979 and 1980, oil wealth began flowing into state coffers simultaneously with a downturn in the economy following the completion of the Trans-Alaska Pipeline System (TAPS). Legislation was enacted to expand the powers and financial capabilities of AIDEA to assist smaller businesses. The mechanism used to accomplish this was a capitalization of AIDEA with an existing loan portfolio (held by the Department of Revenue in the general fund) valued at approximately $166 million and $15 million in cash. Utilizing this newfound financial strength, AIDEA launched the Umbrella Bond Program (which is now the Loan Participation Program).
AIDEA's Development Finance Program got its start in the mid-1980's, when Cominco, in conjunction with NANA Regional Corporation, approached the state seeking assistance to develop the Red Dog Mine deposit. An approximately $128 million economic development loan portfolio held in the General Fund, was appropriated to AIDEA for this effort and the financial structure of the transaction resulted in the creation of AIDEA's Development Finance Program.
Through the years, AIDEA's mission has remained the same - encourage economic growth and diversification in Alaska by providing various means of financing and assistance to Alaska businesses. The programs, however, have changed based on the economy and the financing needs of businesses in Alaska.
Since inception, AIDEA's financing has served all regions in Alaska by:
Purchasing more than $980 million in loans since inception;
Issuing more than $1.3 billion in conduit revenue bonds;
Developing AIDEA owned projects employing over 750 people annually; and
Paying over $345 million in dividends to the state."
Best to all longs, Info
Thanks for all the comments about the 10-Q. I am now better informed, but still a bit concerned due to the indefinite time horizon.
Amount of dilution seems substantial to me. 10-Q, Pg. 1 says the registrant has 350,215,676 shares of Common Stock outstanding as of Feb. 14, 2014. That's about 21 per cent in 1-1/2 months.
Pg. 18 lists the dilutions and promissory notes in January and February, including an issue of 2,500,000 shares to a non-profit charitable organization as a charitable contribution. Any ideas about this last unexpected (to me at least) item?
Penny pumper campaign. Likely planned since the BK news on 11/1/2103.
Sweet battery research no threat to lithium yet.
http://www.businessinsider.com/sugar-based-battery-developed-by-virginia-tech-2014-1
Four BOD members filed SEC Form 4 effective yesterday. Bucchi, Miller, Pickett, and Siraj Nour each acquired 50,000 employee stock options on common shares with a right to buy at exercise price of $.72. These just showed up on Fidelity.
Good timing. Info
Thank you for the good news about sales efforts and helpful insights about the priority of local permitting and construction over BLM matters. The WL team is executing its plans in a timely way.
No wonder the stock price has held up so well. It never went below $.18 nor closed below $.19 this quarter. Things are looking good for 2014 IMO.
Fernley plant approved; Kings Valley deposit awaits BLM Environmental Assessment completion, review, and response. As noted in August, the BLM approval was on track for 1Q2014. Hard to tell how much slippage there was due to the non-essential Federal government services shutdown. Not much, I would guess.
So both mining and plant operations would seem likely to start in 2Q2014. First testing; then commercial production. Spring 2014 will see this investment blossom with major advances toward commercial viability and profitability.
Info
Operators testing increasing drilling density in the Bakken
Several cos. operating the the Bakken oil shale field recently revealed they are testing much denser drilling patterns in the Bakken and Three Forks formations. If increased well productivity holds up over time, these high-density pilots may become more common in areas of high oil saturation.
Recent reports show there is much going on to determine optimum well density as well as completion techniques such as fracture stimulation.
URL: http://seekingalpha.com/article/1846762-kodiak-oil-gas-unveils-super-density-pilot-in-the-bakken
Since most of these wells are relatively shallow compared with recent offshore ventures, we cannot be sure how that would affect the need for materials WL might produce. So hold a stock position for now and stay tuned for future developments.
Best to all longs, Info.
OT -- Need more drama? ILNS MB has it.
Speculative biotech with PR re patent allowance yesterday. Big vol. and price jump for a sub-penny. At least one penny pumper appeared. Management, dilution and litigation antics -- a three ring circus.
Too bad: the patents could lead to important breakthroughs for Alzheimers and other neurologic diseases.
Info
Wise,
I'm glad you took it as I intended it -- a bit of light humor.
I heartily agree with the sentiments you expressed in your final comment . . . seriously.
Info
Wise:
Is "naval gazing" . . .
A clever pun about the CEO,
speech recognition software with a sense of humor,
or merely a typo?
Current sentiment on LWLG: once again a strong buy.
Info
Gates,
Here's a comment by yellowblue from your second link.
"You can't just develop anything in random especially if you don't own a large chunk of patent in a certain domain or if you don't have a cross licensing agreement to someone bigger especially if you are a relatively new player. The more patent you have the less limitation to innovate in that field. If you are extremely lucky to start an entirely brand new product you are rewarded with a patent that will give you lots of chance and momentum to expand on your original idea. Ex. Creative [Labs] with portable MP3 player back in 2001 and iPod was several months late so Apple paid the price even if their product ended up being more popular during the time the patent was awarded 4 years later. Patent does not guarantee success, innovation still is but having more patent gives you more room to innovate."
If LWLG conyinues to innovate "an entirely brand new product" with strong patent protection and wide-ranging possibilities, then Co. valuation could support the scenarios you and Pit suggest. Personally I wouldn't mind if several strong players gang up against a potentially dominant "king of the hill" aspirant. Could make an interesting scrap for either licensing rights, partnerships, or takeover.
Agree that nano is the wave of the future.
While awaiting a breakout by TINY, you might do some DD on LWLG. Company announced a prototype device several days ago -- see the charts. Web site with links to news, SEC filings, etc. Active IHUB MB. Vy promising nano science and outstanding BOD and advisory leadership got me interested and kept me long over ups and downs. Founders still holding stock. GLTA LT investors.
Redesigned Material Could Lead to Lighter, Faster Electronics
Thin Layer of Germanium May Replace Silicon in Semiconductors
COLUMBUS, Ohio—The same material that formed the first primitive transistors more than 60 years ago can be modified in a new way to advance future electronics, according to a new study.
Chemists at The Ohio State University have developed the technology for making a one-atom-thick sheet of germanium, and found that it conducts electrons more than ten times faster than silicon and five times faster than conventional germanium.
. . . . . . . . . . .
In a paper published online in the journal ACS Nano, [Professor Goldberger] and his colleagues describe how they were able to create a stable, single layer of germanium atoms. In this form, the crystalline material is called germanane.
Researchers have tried to create germanane before. This is the first time anyone has succeeded at growing sufficient quantities of it to measure the material’s properties in detail, and demonstrate that it is stable when exposed to air and water.
In nature, germanium tends to form multilayered crystals in which each atomic layer is bonded together; the single-atom layer is normally unstable. To get around this problem, Goldberger’s team created multi-layered germanium crystals with calcium atoms wedged between the layers. Then they dissolved away the calcium with water, and plugged the empty chemical bonds that were left behind with hydrogen. The result: they were able to peel off individual layers of germanane.
Studded with hydrogen atoms, germanane is even more chemically stable than traditional silicon. It won’t oxidize in air and water, as silicon does. That makes germanane easy to work with using conventional chip manufacturing techniques.
The primary thing that makes germanane desirable for optoelectronics is that it has what scientists call a “direct band gap,” meaning that light is easily absorbed or emitted. Materials such as conventional silicon and germanium have indirect band gaps, meaning that it is much more difficult for the material to absorb or emit light.
“When you try to use a material with an indirect band gap on a solar cell, you have to make it pretty thick if you want enough energy to pass through it to be useful. A material with a direct band gap can do the same job with a piece of material 100 times thinner,” Goldberger said.
The first-ever transistors were crafted from germanium in the late 1940s, and they were about the size of a thumbnail. Though transistors have grown microscopic since then—with millions of them packed into every computer chip—germanium still holds potential to advance electronics, the study showed.
According to the researchers’ calculations, electrons can move through germanane ten times faster through silicon, and five times faster than through conventional germanium. The speed measurement is called electron mobility.
With its high mobility, germanane could thus carry the increased load in future high-powered computer chips.
“Mobility is important, because faster computer chips can only be made with faster mobility materials,” Golberger said. “When you shrink transistors down to small scales, you need to use higher mobility materials or the transistors will just not work,” Goldberger explained.
Next, the team is going to explore how to tune the properties of germanane by changing the configuration of the atoms in the single layer.
URL: http://researchnews.osu.edu/archive/germanane
Charles Olson: a Senior Sales Professional without any bullet points under LW on his LI profile. He had to give a convincing account of his efforts to his present [financial services] employer.
Another case of how important it is to be presently employed when seeking a new job.
Olson's two years spanned a redirection in LW's strategy that may have frustrated his work.
Gates (Post #7314) reminded us that Next Inning Technology Research letter (Paul McWilliams) questioned LW prospects in May 2011 and Jan 2012 (in the same time frame as Olson's tenure). More evidence that Perk family materials resist easy adapting for breakthrough devices.
Now I would guess that McWilliams still has his eye on LW. He can't afford to miss a potential breakthrough with silicon photonics making so many headlines.
I wonder if this will take as long as the Manhattan Project before LW gets working models?
Update on tentative BLM decision date for WL
The company PR on August 28, 2013, contained an update. "The Bureau of Land Management is currently on schedule to complete an Environmental Assessment of the project to support the issuance of a mining permit that is expected in Q1, 2014." I recall these permits always have review and response times before final approval.
Previously we expected the BLM decision to be available by December 2013. Some minor slippage here but not worrisome. It may explain why the share price has flat-lined for months--BLM approval is a binary event.
For those who expected a lithium demonstration plant to be constructed in 2012, as projected in 2011, maybe this is more of the same. I did not follow the company until this year. From my recent experience of holding shares in several developing companies this is not unusual. Delays try our patience, but risk/reward seems to favor current shareholders.
Mexico will likely need deep drilling mud products
"Mexicans in and out of government have, in recent years, been concerned that the once immense revenues from PEMEX have been dropping. Major shallow-water offshore oilfields give signs of being tapped out. In a decade production from the huge Cantarell oil field has dropped from 2.1 million barrels a day to 400,000. Meanwhile, exploration of deep-water resources, and also of shale beds and natural gas, are lagging. The government claims that only by bringing in foreign private capital can these new sources be developed."
http://www.peoplesworld.org/project-to-privatize-mexico-s-oil-company-advances/
Whether or not Mexico privatizes its national oil company, the need to increase production by deep water exploration will eventually require Hectorite and similar muds. WL will be ready with supplies that facilitate deeper wells for a large nearby market.
Rick,
I'm not sure about the IEEE tests. The alphabet soup of agencies, devices, protocols, and other matters I am unfamiliar with overcame my due diligence on those slides. You noticed and connected the dots that I missed or misunderstood. I think your links are appreciated by the more technically adept among us. For others, like myself, it's a stretch.
In this context I don't know if OTL stands for Office of Technical Licensing, Operational Test Launch, Optical Testing Laboratory, Optical Transmission Loss, Optimum Transmission Level, or another possibility. These acronyms trip off the tongues of industry insiders; for the rest of us they can easily confuse.
Can you comment on the difference between CMOS photonics devices and traditional transceivers (slide 21). Do we know if UCB is developing a device by means of or compatible with CMOS photonics processes? Could this account for some of the perceived delay FL and our external lab partners have encountered with this device?
TIA, Info
Thanks, Rick. I have scanned the 30 page doc. I had to look up a few definitions, but I can "get" many of the simple illustrations, I think. Some items of interest:
Cisco made major efforts contributing to several 40G/100G standards (pages 10-12).
Illustrations of changes/reductions in 100G module form factors (pages 14 & 15)
CMOS technology blends electrical and photonic elements to reduce cost, size, and power, increase density, and yield a greener product (page 18)
Basic overview how blending optical networks and CMOS IC manufacturing helps to realize new opportunities for integrating functions and providing I/O efficiencies (pages 19 & 20).
CMOS photonics is grown in a Silicon fab. It is "markedly different from traditional transceivers, where individual optical components are assembled."
The light is "Continuous Wave Power (DC in electricity) supplied by laser."
"Light is modulated 'externally' in CMOS photonics & coupled into fiber for transmission -- speed not limited by direct modulation of the laser." This is simply illustrated on pager 21.
CPAK's 100G transceiver is IEEE standards based and has 70% size reduction and 70% power reduction (for the capacity, or what?). 10 CPAKs equal 1 Terabit, so roughly 1 trillion bits (page 22).
CPAK can place 10 ports on a front panel width of about 400mm in a single row, or 1 TB/s capacity. It is today's highest available front panel bandwidth (page 23).
Depending on the 100G CPAK units at each end and the mode of fiber, the short range reach is 100 meters, the long range 10km, the extended range 40km, and maximum distance 80km. CIsco enables 100G connectivity on Cisco switches, routers and transport devices (page 24).
Illustrations show some configurations possible over single mode fiber with 10G, 40G, and 100G interconnect options (page 25)
Explore, I read the raise as $200,000 in minimum lots of $10.000.
Please clarify the "200 mil." you mentioned. TIA, Info.
Ultra-pure Plastics Ready for Work
Mar. 1, 2006 | Medical Design
"Ultra-pure engineering plastics and elastomers are available for manufacturers of nonimplantable healthcare products and equipment.
DuPont Engineering Polymers, Wilmington, Del, (www2.dupont.com/plastics), has launched 12 materials combining high purity with design freedom, performance, and cost benefits of molded or extruded plastics. Grades include nine Hytrels, a Delrin polyacetal with low-volatile emissions, a Zytel nylon with low-moisture absorption, and a Zenite liquid-crystal polymer (LCP) resin well-suited for protection of pharmaceuticals against oxygen and water vapor."
http://medicaldesign.com/materials/ultra-pure-plastics-ready-work
Over 7 years ago DuPont released numerous ultra-pure plastics for medical apps. Some of the apps were to hold ultra-pure water.
"Until the advent of SEMI F63,[1] ultrapure water used for semiconductor manufacturing was loosely defined. The SEMI F63 template has been followed recently with a UPW version for photovoltaic cell manufacturing.[2] For years SEMATECH[3] has referred to UPW as “de-ionized and filtered water.” Additionally, the foremost publication devoted to the subject of UPW, The Journal of Ultrapure Water, reaches across a wide readership audience ranging from water used in electrical power generation to pharmaceuticals to wafer fabrication in semiconductor houses."
http://en.wikipedia.org/wiki/Ultrapure_water
This stuff has been around for nearly a decade. IMO Aggs is either totally clueless or is throwing verbal mud-pies at LWLG again. This one doesn't stick.
Great find, X.
When I put my cursor over the Lightwave Logic entry on the first link (The Directory), it showed 72 views this week. Two of them are mine; hope some commercial companies are in the mix. This is also a way to get "street cred."
Thank you for the welcome and the brief summary of the importance of Nb. It's important to develop a source in the USA.
Currently I hold a bit of Ucore Rare Metals (UURAF), recently supported by Jack Lifton: Junior Minor Survivors Series.
"The Rare Earth Space, ‘A Culling of the Herd, and the Survivors’ (Part 1: North America). Ucore and Rare Element Resources he believes are junior survivors because they are the right size and have the right products."
http://www.proedgewire.com/rare-earth-intel/the-rare-earth-space-a-culling-of-the-herd-and-the-survivors-part-1-north-america/
Recently I added some Western Lithium (WLCDF), a Nevada-based Co. The release I posted today on its IHUB MB about battery technology research at Oak Ridge National Laboratory raises the potential value of domestic Li producers.
I hope all of you have a better experience with Niocorp, a Vancouver, B.C. based co. than I have had with Vancouver traded microcaps. The location in NE is certainly a plus. But the state can't support the mine startup financially as AK can with Ucore.