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Biggest industry innovation lwlg 50 gbaud modulator. Read article.
HTTPS://www.google.com/url?rct=j&sa=t&url=https://markettalknews.com/modulators-market-2019-report-highlights-the-competitive-scenario-by-hamamatsu-photonics-uk-limited-jenoptik-ii-ii-vi-incorporated-viavi-solutions-feha-lasertec-gmbh-promax-electronics-lumentum/&ct=ga&cd=CAEYACoTNDA2MDM5MzI5MTUwNDk4NjU3ODIZZmVjZTQyNTdhYjk0MTMzZTpiZTplbjpCRQ&usg=AFQjCNEMxE8yDYz6dyFPT4EaMy-vXIHD2g
Completely second that.
Thanks Walter. Interesting to see that some investors continue to speak with their money. Given the end date of the PP must have been easy to find support. I am waiting to be surprised. by a sudder announcement of the big F.
Thanks Boilermaker. We are on the same page here.
Boilermaker, I have come to know you as a logic thinker. Appreciate your FS analyses, but can not agree to your " and/or" judgement here.There is imo a more inclusive and/and option of reasoning namely:You trust the company and its management, you trust your investment in Niocorp, but are disappointed that management's public statements in the past might have caused unwarranted optimism that the big F. was forthcoming. Is it wise tot put your disappointment on this board? Yes, I would say, it is wise. It keeps things real. It is everybody's right here to compare reality with expectations based on management statements. I am long, trust management, happy with progress but had hoped ( like Sims) that a PP was not necessary. I am happy and see it as another positive sign of investor confidence that the PP will be closed before end of next week ( 3 working days).
I agree. The new figures are better than what has been known since the first FS . So if the ‘old’ figures were the basis for negotiations, there should be plenty of debt financing around for the whole project as it stands now. Wouldn’t that be incredible? I hope we are right!
It is not common. It is a massive and expensive undertaking. A bankable FS is also a legally required docu in mining and a prerequisite for financing. The necessity for a second itiration was triggered by introducing ( at a later stage) a completely new underground mining process by Nordmin and the possibility of a different , cleaner and cheaper watertreatment and management. My ( amateur) interpretation of things
Impressive New Feasibility Study. Two birds with one stone: old FS + Nordmin= New certified BFS. Impossible not to get financed.
As the saying goes: there is no right way to do a wrong thing.
Walter, thank you for responding to these insinuations.
Time to buy again.
Lebby said with a huge grin on his face: “ we have not announced sales publicy yet” before delivering his presentation to an investment forum in NY. I believe our consensus is that lwlg is close, but not in a position to make an announcement as yet. It came to my mind that it looked as if somebody told him just before the interview...donot talk to anybody in NY before you have talked to us again. If we have Tier 1 customers analyzing and testing, the outcome of these deliberations may be around the corner and than we may have new ‘ funding’ in sight as well. He looked genuinly excited when delivering the interview. Something good is brewing. PhotonicsGuy message made me think: yes, true, this is what normally happens, especially in “ mature and big” public, and semi- public companies. But given the urgency for a solution in this high speed, high stakes internet and data communication business...the company and the people moving fastest may all eventually see a careerboost and big bonusses. I guess it is the ’ courageous and entrepreneurial ‘ against the ‘ defendants of the status quo”. I believe things may move faster than ‘ the normal design in” process. Anyway, licensing will have to be agreed even before this process starts.
Thanks Photonics Guy. Given the disruptive nature of this technology and the potential destructive nature and
impact on business model (s), any self respecting executive leadership will no doubt need to take control of this process from the onset and kill this ‘not invented here syndrome’ in its tracks. I agree that Lebby c.s. have the capabilities to deal with this and have the reputation to attract the attention of the highest strata in corporate America.Thanks for sharing your ‘ product creation’ experience.
Messi, my interpretation... “we have not announced publicly any sales.” It would imply that they may have customerdemand, but have or cannot go public yet. Given his enthousiasm and the content of his interview before an investment community , it would appear he wants to send the message we are very close.
Great investor elevator speech and interview by Michael Lebby. Well done.
Protohype is one of the few posters here, who makes a substantive contribution... even if some of his repetitive postings may annoy some long term posters. One can always skip. His persistence in keeping everybody informed is exemplary and a positive way of counterbalancing uninformed, emotional and overly critical and sometimes cynical postings.
Thanks Walter. I like the expression” maximizing shareholder value”. This answers the outcome of all questions related to possible deals, partnerships or future business models.. Shareholders may not know exactly, but this CEO is in the best position in Photonics to do just that: maximizing value for the shareholders. If anybody knows the value of Lightwave, it is Michael Lebby. On manufacturing or contract manufacturing he stated in the Pozo interview, that this entirely depending on the volume of orders which would come in. I understand that Lightwave has 50 Gig modulators out and that it is providing additional data on any questions from future customers, as you stated as well. I guess this relates to the prototypes being tested, but also to the next node: the 100G.
Fantastic news. The endorsement this year cuts ”deeper” and is more meaningful than last year. We go from awareness to amazement and now, no doubt, interest and soon adoption by the technology community . Two years in a row selected by its global Peers in the Photonic business and technology community. Kudo’s for LWLG!
Oleblue, thanks from Europe for pointing this out. Dr.José Pozo from EPIC and Lionel Kimerling of AIM in the US are instrumental in getting 100 GHz accepted, lay out a technology and industry roadmap beyond 100 GHz and put packaging standardization on the industry agenda. LWLG’s latest IP on low cost packaging ( see message prototype) could well be that future standard. LWLG seems ready and protected by the appropriate patents and has moved itself in pole position imo!
Thanks Steve, interesting video.
Stadia, Google’s new cloudbased revolutionary stadium gaming platform needs more speed, data processing and less power. Apple will announce it new tv streaming business next week. More video, more data, more power. LWLG moving into the sweet spot? The big guys are paving the way for Lightwave Logic.
Thanks Proto for the video by Dr. Mickelsen. Good overview of current and future state of our competition.This is what you call “ traditional” product development. Using existing technologies to make incremental improvements on speed, seize and powerconsumption by further integration and co packaging of various subsystems. Very cumbersome and complex and “only “ delivering 20% reduction in powerconsumption to 1600 watts for 50 Tbs switches based on silicon in 2020? This is the competition LWLG is up to, the state
of the art. Lwlg ‘s use of polymers in its P2IC’s will ‘easily’ beat the competition on speed, powerconsumption, simplicity and costs.... and scalability for the future.
Well said. Couldn’t agree more.
Reddoor, the NPV will change for the better. If the clock starts ticking and time to completion of the mine is shorter, even with the same capex, we get deeper earlier, access to better grade and income sooner. That means better NPV. Moreover the discount rate for the project will drop, now that risk is diminished, which also improves the NPV. I assume that the savings on the water pipeline together with the contingency reserve will not be consumed by the Nordmin groundfreezing mine construction.
Sorry, this was meant to be an answer to WalterS
Sofar, as far as I recollect, the company has stated several times that Nordmin and financing are two different independent processes. The one would not stop any progress on the other. Now, I believe we must have closure on both soon. I expect an announcement on Nordmin first and than ( maybe parallel ) on financing. This is my guess, because it seems logic. I cannot remember any statement on this by the company.
In my book we need to know first if Nordmin can build the mine as envisaged, than we might see a financing announcement. The other way around seems at this particular moment of time not very logic.
I think, we will hear from LWLG before the conference.
Patent and R&D offices, engineers and lawyers of large companies will have combed through Lightwave's compelling patent portfolio. It is part of their daily jobs. Some may realize the potential impact on their business models and their jobs, it will hit them as a 'sledge hammer'. The ones validating LWLG's current prototypes may want to secure their place in this upcoming race. Interesting to see which companies have the agility, the courage to act. This is no game for laggards. Exciting.
Monocle, you are probably correct in your assumption. It makes sense. Let me add that Mark Smith once mentionned in an interview on Molycorp, that he did not want 'unengaged'' financiers, but partners who were in it for the long run. I cannot imagine that Mark and such partners would allow this project to derail.
Thanks Messi for putting this up. A wise message from heaven.
Love it. Thanks
https://menafn.com/1098238911/Optical-Modulators-Market-is-expected-to-be-226-billion-by-2024Radiant-Insights-Inc
Google
polymer photonics
Daily update · 12 March 2019
NEWS
Optical Modulators Market is expected to be $22.6 billion by 2024 | Radiant Insights, Inc
MENAFN.COM
High speed polymer based integrated photonics is part of a polymer PIC platform at Lightwave Logic Inc. The molecular level design provides ...
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My sincere condolences. Wish you and your family much strength.
Landmark, thanks . Maybe Monday 11 March 2019 will be our new ‘Spring’ Day, like 5 years ago!
Thanks, Bert Jan. Have taken liberty to twitter it.
Thanks Walter. Largo debt free per 1 June 2019. Cash flow positive operation ( last year March 250 million debt). Future cash for good capex projects and remainder back to shareholders. Expansion to 1000 tons per monrh ( +20%) already funded. Global demand for vanadium to rise to over 105 tons, supply 80-88 tons. Prices to rise further. Largo well positioned: lowest cost, highest purity. Looking good. Now Niocorp’s turn?
I am intrigued by Dr Millers statement about LWLG's achievements in material science and the specific use of plastic ( material) in the last two PR's. Compare this with Lebby's last "Wallstreet" interview where he insisted on calling LWLG a hardware company. What changed his mind? Maybe he wants to imply this is bigger than a modulator or a P2IC: Kind of saying wake up DuPont, Akzo and any other plastic and fiber producers. We have something for you too. Any comments?
Fantastic endorsement
Thanks Walter for the article. Karin clearly states as a matter of fact that our 50 GHz modulator already outperforms the newest 35 GHz competition in all higher speed configurations ( using PAM4).
The wider application opportunities both with other materials, both at nanoscale and long haul distances, scalability options possibly up to 800 and beyond using NRZ, the compliance with existing manuacturing methods and volume ramp up possibilities and not to forget its 2v drive are very well described in the article.