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Nothing has changed
We are sitting on a gold mine
Whoever knows what they are holding are still holding tight
Games will be played especially when the whole market is down, this will shake a few weak hands and take out some stop losses. Flippers and traders will also try to make a penny. Good luck with that.
Hold the line my friends
Hold the line
Slide 21 and 29 worth looking at
Don’t know if new wording or any changes but overall the two key slides that carry a lot of the info we are waiting for
Hey Reds no need to wonder I didn’t make this up. Dr Lebby said this already.
Forget about day to day swings
Hang tight
And hold the line especially on days like today :)
Hello Matt, scope and all my other friends :) as scope replied to your post I’m still here, still holding the line :)
Haven’t commented on recent events because at any given point in time someone pointed out the point I would have made.
For example Lebby’s 1000 share purchase has to be a signal, not necessarily a specific signal but just a “positive” signal, a “hang in there” signal. He definitely didn’t buy a 1000 shares for the value or to amass a fortune he already has more than a million shares in options/warrants.
As for the bonus agree would have looked better after a revenue generating deal but I’m almost sure that the bonus is for positioning Lightwave with companies with imminent deals. These bonuses have to be approved by committee and would not be given without merit, again we hang under the curse of the NDAs and I think that is playing a role in “why” the bonuses were given and based on which exact milestones. If they were going to rob us they would have done it for the past twenty years or since Lebby joined for past 4,5,6 years would have given themselves bonuses irrespective of achievement and if cash availability they would have used ATM, toxic financing and what not to give themselves bonuses we see that all the time with other companies and executive bonuses. I trust our team, these are not your “street” executives they are high class high caliber. I don’t know when we will hear about the deal but I’m almost sure it will have to be before we run out of cash otherwise the bonuses would not have been warranted at this time IMO.
Polariton already mentioned that they will be working with us going forward.
We know our PDKs are going into foundries (plural)
The price has been solidly appreciating, the shorts will be a bonus, wish there were more shorts
I have learned Soooo much about the stock market manipulation schemes solely based on my long term Lightwave experience.
I have learned a lot from many posters here.
We are almost there
I can see the light at the end of the tunnel
Hold the line my friends
Hold the line :)
4th quarter update should come next week
An interesting take on intels new acquisition
https://qz.com/2128783/intel-is-betting-5-billion-on-old-semiconductor-technology/amp/
Butter popcorn
This report shows an excellent example of you look at Susquehanna which appears first on the list. This group has more than half a million shares long(bought and paid for) they also have a decent number of BOTH put and Call options. It’s just hedging their bets. As for Lightwave total put call options the Calls are 3 times more the puts. It just so happened that yesterday someone was active on the puts side but still the overall ratio is about 3:1 calls outnumbering puts. As we see from example above calls and puts Don’t need to necessarily mean anything. It only means that they are not sure which way we are heading and if it goes up they will exercise their calls and if it goes down they will exercise their puts. One last thing about puts is that if you really believe strongly in a company then selling puts is a win win for you. You get paid when you sell them and if price goes up you keep your money (especially if you have a long position) and if it goes down and the puts are exercised you buy more of a stock that you are happy to hold.
Disclaimer: I have never traded options, I’m just talking based on my understating from what I’ve read about options in the past.
We are golden, Perkinamine is Diamondoid ;)
I can see the light at the end of the tunnel
GLTAL
https://www.theverge.com/platform/amp/2022/2/13/22931836/intel-new-crypto-chip-sustainability-environment
“Ultra low voltage energy efficient”
Some Perkinamine inside ?
Intel to disclose more info around February 20
ROTFL LOL :)
Yes the more lemonade he sells the more sugar he will need
It will be like printing money for Lightwave with every foundry cycle
More foundries will sign on
When this starts rolling it will roll quickly
The one cent was just an example :) make a dollar or ten or a 100 :)
Hey pit, there is one scenario where I think we can generate revenue without the SIGNED deal we are waiting for. I may be wrong but if the Goo is found on foundry menu and let’s say company X is buying from this foundry then they can choose to add the Goo or Not from the menu. If they do we get paid for what they buy only (more like royalty) so this model does not need a signed deal between us and any end user company. I believe we will need to hear an announcement about Deal with foundry doesn’t need to have upfront money, but deal would state Foundry X has our Goo and deal between Lightwave and foundry is also that of royalty ie if an end customer pays 2 cents for one Goo then Global foundry takes one cent and we take one cent and so in reality it’s not a supply agreement but a royalty agreement. So potentially we just need to declare deal with foundry and we start generating revenue. Again I can see that happen in the foundry model but again there are other deals that can occur via licensing or tech transfer etc.
Time will tell, we are almost there
GLTAL
Wow slim shwab and geode significant disclosures
Agree pickle nice summary
Yes pit I see your point and I also saw lew’s response which was so similar to what I was going to say.
If I’m a foundry starting from scratch with the goo I might do what you are saying and just postpone it because I don’t have time to experiment, but they are not starting from scratch all the testing was done at Lightwave in Colorado, proof of concept is already done that is why Dr LEBBY said we are commercializing (at least that’s what I believe that he meant) ie proof of concept done in our own labs and tested with potential clients now as we are working with foundries we are getting ready for ubiquitous commercialization
Time will tell :)
GLTAL
My last post for today would be that as those who watched benzinga interview today heard that Lightwave paid money to be on the show. I think it was Lightwave’s way to try and communicate with shareholders for an update. I think I would have been ok with a “letter to the shareholders” just reiterating what they have said in the past and tell us we are still in the process of finalizing incorporation into foundries. My only question to Lightwave team is how long does the foundry incorporation take and Lebby has avoided giving that timeframe for whatever reason ( I believe it’s the under promise over deliver mentality they have taken over past ~3 years) but I trust our team and am holding my line :)
GLTAL
https://www.semiconductors.org/chipmakers-are-ramping-up-production-to-address-semiconductor-shortage-heres-why-that-takes-time/
I don’t know if this was discussed here but I feel this is an important piece in our puzzle for “time frame”
A cycle can take up to 6 months
I don’t know if one cycle is enough for us or if the initiation process may require multiple cycles to perfect things but I feel we are very close , people with better knowledge on the process are welcome to pitch in :)
GLTAL
They probably doubled their money if not more, that doesn’t happen in everyday market so yes they are probably happy with that and I agree with you small players and a mistake unless they are trading it and timing it well !
“Deal” as I have noticed on this board has a different meaning to different people. I would say a deal is when we have someone paying to buy our Perkinamine and a revenue generating deal as such would warrant a Press release, all what you mentioned in your post as we all know/think is already done under NDAs
BTW thank you for your frequent chart posts, I always read them with interest :)
Unless a company goes bankrupt, shorted shares need to be covered at some point, hold tight to your shares to make covering harder for them to cover.
I think at this point it’s still “potential” customers but I would say very highly interested in what we have.
Any signed material deal warrants a press release.
Here is what I think we’re at now. These highly interested customers want to buy the goo and get it into there equipment. Best and fastest way to do that is to get it on the foundry menu. That process depends on the foundry cycle and this is where we are at now. Once we are officially on the foundry menu, we will start getting orders and seeing the signed deals. Ofcourse there are other avenues of licensing and transfer that can also happen and are not foundry dependent but foundries seem to be the most likely to happen first and that seems to be the main focus. Also from today, Lebby mentioned that he is freeing up time to take care of the business aspect of things.
GLTAL
Not over the past two years
Agree, so far has been close to under promise over deliver attitude and I hope soon the winning slam dunk is delivered
No pit I don’t believe you will get a factual update in a planned interview
The update you are waiting for will be a surprise press release with no warnings
That news is coming, the sooner the better, it’s like sitting on a hot plate waiting for that PR
Relative strength to the market is good. For the past month we have been sliding 10% a day when NASDAQ was dropping 2% that lasted for a good 3 weeks took us from 20$ to 6.5$
Today is different
It will be way different the day we get our first commercialization news
Just hold tight, the news will come as it did today to POETF
Lightwave is next
Olblue and rocking jack agree with both of your statements eom
Where on earth do they get these titles for their articles, I’m not going to even waste time reading it
I was here, I am here, I will be here till 200 and beyond
Right on target Mc
Lightwave news has mostly been a hindsight thing
My opinion is that for past years the news has always been “we have done this” and not “we will be doing this” ofcourse it contained some guidance of what the plans going forward are but best example I can give is that when we heard about foundries they were already working with them. A lot of other companies project more to the future of what they want to do and then some items fall short and company looks bad and that is why I think Lightwave will catch a few people off guard as our management is more cautious and has a steady foot than other companies.
News is coming I can feel it
Same here but FOMO prevents me from trading :)
If I had a million share I would have traded some but with a small amount of shares I have to have the right timing so no trading for me
I think he is a long and a trader
I believe most longs have traded
Very few can really and honestly say they haven’t sold a single share
For better or for worse I’m one of them
I’ll let you all know when I start selling ( not that anyone cares or it should mean anything to anyone:)
2 cents or 200$ whichever comes first
Hi Koog, I have seen the exchanges you have been having on the board and the questions you are asking. I wanted to see if you reached out to the company itself with your questions maybe you can get better answers from what you are getting on this board (I believe we have a few technical posters who actually know what they are talking about)and then you can share those answers with us. I would love to enter the debate with you all but I would have no clue what I’m talking about. I believe it’s a valid thing for Lightwave to convince you that there product works because although you may be retired your experience with the history of polymers was negative similar to a lot of people from the time when a lot of companies where trying to make polymers work before moving on. So I actually do see some barrier in Lightwave convincing people (even knowledgeable ones in the industry) that the Goo works. That is why testing, data, testing, data and more testing is required and if seeing is believing then trying the Goo on each companies own devices is what is needed to convert the skeptics. In theory that is what was being done for past 2-3 years. Some of us feel we are closer than ever to commercialization. We are not in discussions with foundries we are already building our PDKs in their pipeline. This process should not take ten years. The only reason I want Lightwave to commercialize sooner rather than later is to get rid of these non fruitful discussions. Please let us know if you communicate with Lightwave and they are able to answer your questions. Thanks
Sorry for your loss
Ha I was just about to post that no one has mentioned the amendment today, this board has hawks that don’t miss a beat. Once we cash out on Lightwave I’m going to organize a DD committee made of some of our members here to move on together to our next investment LOL
If this price ride up and down is wearing you off mentally then the plan is working …
Today after bell Qualcomm and Facebook also report and if strong will continue the parade
Ride the wave
If you look hard enough you will see it :)
Thank you pickle for showing me my 200$
Talk about connecting the dots ! Nice post
You missed a zero