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Licensing for access to IP???
Agree. We've only traded approx 5.5MM shares over the last 10 days so they need to try a lot harder to get a controlling interest with 96MM shares outstanding
229k as of 12/31. Haven't seen the 1/15/21 number yet
At this rate of avg volume and price LPC could finance LWLG budget in 2 months
Doesn't this volume kind of make Lincoln Park irrelevant? Would be more interested in Steve's thought about Goetz family holdings and if any family event would influence their sell/hold thesis. Did someone pass away???
Tomorrow should be interesting. 120k shares lining up to sell at $1.65 on Level2
Working on it. Not a short squeeze candidate but 1 hellofa Green Energy story for that crowd
Can any of our super duper Internet researchers find any quote from any other company on the planet that is claiming the creation of a "driver-less" modulator. Very encouraging seeing quote from Broadcom touting this tech
One of the largest Hedge Funds in the world just so happens to be owned by AAPL. All of the FANGS have venture capital arms. Disclosure requirements of these entities somehow seems to evade regulators. I am in agreement with your hypothesis
Anyone have the site that shows short interest for OTCBB stocks????
We're getting closer!!!
The team at Lightwave Logic is incredibly gifted to have created this and have all the skills and drive needed to push this breakthrough technological advancement through to a broader industry presence in the near-future.
Like the phrase "near future"
How is that private company not Ayar Labs???
It may be the warrants that expire at the end of the year. I believe they were priced at $.80 so any price above that is a profit for the warrant holder. Don't know if they were cashless or not so don't know if any money comes back to LWLG. If they were cashless definitely no $$ coming back to us, cash warrants require the holder to cut a check to the company for the exercise (100k warrants at $.80 strike = $80k to LWLG). I also believe there is a parasitic Hedge Fund attached to the hip of LPC and they do their part with the manipulation. Contracts and more definitive proof of our progress solves this problem
I thought i recognized that name. He runs that FibeReality blog. Hates Silicon Photonics and never had a nice word to say about polymers.
https://www.fibereality.com/blog/category/silicon-photonics?Blog_page=10
Thx ProV. Any idea as to the number of warrants they issued?? Looks like were done with these come 2021
Annual report groups them together also. Footnote shows 3.5MM+ employee options outstanding so looks to have $10MM+ warrants outstanding. No clue as to expiration or strike price
Warrants are a VERY often used tool to manipulate securities by Institutional investors. You and I as individual investors would look at them like long term options in hopes of using leverage to enhance our returns. The Quarterly report lumps options and warrants together so no individual breakdown of how many or their strike prices. Going to find Annual report to see if they break them down there later today. Very plausible explanation of the spike to $1.10 and retrace down here being warrant related. Will let you know what i find
Why are you assuming these are shareholders that are selling??? Could it not be a different entity/type of investor????
OT for Proto
Anyway you can answer a few questions about AYAR Labs via email. Just looking for your opinion. Email is sqrl111@yahoo.com.
Greg
100% correct. If you have money you can be a lender. What better lender than your $100BB customer!!!!!
Aren't you guys simply talking about "Factoring of Receivables" ???
The company drastically reduced their spend last qtr so i'm of the belief that the IP lending deal doesn't happen. Factoring of receivables will simply be a short term hit on their margins. As they grow and accumulate cash they will no longer need to go this route. JMHO
Does any site transcribe earnings call to writing similar to what Seeking Alpha does??? or is it only available as an audio recording??
Look up the term "Efficient Infringement", it will open your eyes. LWLG will not be an NPE (non-practicing entity) so not worried. Great patent news today!!!!
What are "Reference Designs"??
Does yesterdays PR expand there TAM and by how much??
Am i crazy in thinking this company seriously ramps there revenue in 2021 to the tune of doing over $10MM+ per Qtr at some point????
input symbol tsxv in upper right of this page and then choose SPVNF
Do you have a link that shows different volume than the TSX.com site??
trying to get filled at .0275. Good luck to you. These crappy CD's can go away in an instant with an ABL deal!!!!
Thx T. Looks like it was Canacord. Will monitor to see how active they are going forward. I think a willing seller has been liquidating a sizable position for over 1 year so like seeing a buyer soak up 2 nice blocks and 1 of them giving the seller a $.005 price improvement
Anyone have LEVEL 2 quotes to see who was on the bid @ $.76???????
If I'm a Tier 1 CTO i would definitely want to know about future R&D projects/devices/capabilities of vendors/component manufacturers i'm doing business with. Proving next generation of devices to my NDA customers seems like it would be part of the process. Hurry up and wait!!!!
EPS of $.005 quarterly, $.02 annually. 10 PE = $.20, 20 PE gets you $.40
32MM annual revenue run rate
1x revenue gets you approx $.05
2x revenue gets you approx $.10
etc....
I would assume their revenue should ramp fairly quickly throughout 2021. Should be a good sequential quarterly story to tell to the investment world. I believe they will not be rewarded with a proper multiple on the TSX exchange but the TSX exchange could lead to irrational exuberance. Probably need to reverse split the stock and move to NASDAQ
I know they make their own Cables but isn't Spectra supplying their chips to some of the cable makers (MOLEX....)???
If so wouldn't that lead to an expanded TAM more than you guys are estimating ($167-$200MM)
Either way this looks to be a great story. Thx Steve (and Proto) for the heads up here
EPS of $.005 quarterly, $.02 annually. 10 PE = $.20, 20 PE gets you $.40
32MM annual revenue run rate
1x revenue gets you approx $.05
2x revenue gets you approx $.10
etc....
I would assume their revenue should ramp fairly quickly throughout 2021. Should be a good sequential quarterly story to tell to the investment world. I believe they will not be rewarded with a proper multiple on the TSX exchange but the TSX exchange could lead to irrational exuberance. Probably need to reverse split the stock and move to NASDAQ
I know they make their own Cables but isn't Spectra supplying their chips to some of the cable makers (MOLEX....)???
If so wouldn't that lead to an expanded TAM more than you guys are estimating ($167-$200MM)
Either way this looks to be a great story. Thx Steve (and Proto) for the heads up here
It's titled "Convertible Debentures" on pg 9
Easily cured with financing for their IP. Huge warrant block at $.08 also, 79MM
I'm assuming a runaway freight train comes about after curing these 2 ills
From the AUG 31 preliminary Income statement:
5. Convertible debentures
$
Balance, January 1, 2019 7,238,396
Accretion expense 1,863,945
Repayments of interest (368,913)
Foreign exchange translation adjustment 275,265
Balance, December 31, 2019 9,008,693
Accretion expense 1,040,816
Repayments of interest (375,028)
Foreign exchange translation adjustment (472,294)
Balance, June 30, 2020 9,202,187
I personally believe the existence of these convertibles leads to a high probability of stock price manipulation of common stock via hedging.
This manipulation will disappear overnight with a financing for their IP
Proto,
Any idea where i can find legal language on their convertible bond. My experience is these are typically used as "death spiral" financings. Would explain the relentless selling in the face of great news. Packaging up their IP could easily get rid of these parasites. Congrats to all your guys here, looks like a winner
SEV.TO
$.05 Cannucker Bucks. Traded 22MM shares
Think the conversion to US$ is around $.75
Congrats guys. Total shares outstanding including warrants??? approx 600MM
Reading some previous posts it sure looks like the Hyperscale Data Centers won't need optical transceivers to connect all those racks of servers. Sure looks like BABA and Tencent want to use Spectra's cables??? Should save them a hell of alot of money
I think i saw a post earlier that put their TAM at $200MM in China. Wondering how that math works out. Thx for any response
Patiently waiting on LWLG to sign a deal!!!!
Fake news Pumpikins. 6000 shr trade at 15:57 doesn't look like painting the tape to me
Thank you very much Proto. Very helpful
I need to be educated:
https://www.championone.com/blog/whats-inside-your-optical-transceiver-a-look-inside
Is our Modulator ROSA or TOSA or both?
Does getting down to 1 volt eliminate the Micro Controller?