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If I follow your reasoning for scandium, may I assume financing is already priced in as well ? I think the reason for the current SP is that most current retail investors are loaded with shares. Low volume sales drives SP up and down in a pretty rigid band between 0,55 and 0,65. We need new investors and financing to get moving up.
Walter, most long term investors are ‘loaded’ with LWLG stock. I, for one, have seen this stock go down well into the thirties and up over 2 dollars last decade, I doubt many long term investors have stop loss orders in the system. So if they have, selling should stop rather fast.
It would appear illogical given the nature of the company and the kind of investors participating in this endeavor. You put your money in a ‘win-lose all’ start up . I do believe that some ‘ smart asses’ are gambling the company will run out of cash next year with the current LPC deal coming to a close. I am convinced that this is a gamble they will come to regret. Let’s not forget what Lebby communicated to the business and R&D community recently.This is very much where the primary focus of of communication
needs to be at this moment. I think the shareholders should exercise some patience in this respect and just be satisfied with the company communication sofar. In my opinion the message to the R&D and photonics industriy could not have been stronger. Next thing is getting the physical products out to the customers as promised before year end. Lebby knows the customers and their requirements. I would be dissapointed if we would not see an announcement between now and year end.
I also expect an announcement on financing to replace the current arrangement! Exciting times ahead.
Yes, that is what counts. Let's only keep the company perspective as input for our judgement.
Proto, Thanks for keeping up your relentless defense of our common long term investment. For me there is only one option, you believe in your investment or you don't! Dr Karen Liu has the contacts and the in depth knowledge to market LWLG and to increase exposure to potential clients and the media. I understand Lebby has great confidence in her ability to get Wallstreet attention as well. I am with you on expecting news on prototypes. Lebby remains committed to his agreed ASM timeline. With the team of high caliber people assembled now, success of LWLG technology and product will be assured.
Mark Smith track record as negotiator is stamped on all deals I have witnessed. He is able to turn the tables in negotiations by upping the stakes all the time. It is my conviction that he must have multiple offers for financing in his pocket, and by taking time and upping the stakes all the time securing the possible best deal. He is not begging for a loan, he is selling the company as a once in a lifetime, completely derisked business opportunity. Those who want in, need to compete with others. Financing is just a matter of time, I like to be surprised. I think Mark will deliver an exceptional finance deal. As a logical step I expect to hear more from Nordmin however first. Open for thoughts.?
News out on IBC and Nio master scandium aluminium alloys.
I think the lessons learned the hard way with Molycorp are a blessing in disguise for Mark and Niocorp. Happy to have this experience in the management team of Niocorp.Specialty and strategic minerals, super alloys, specialty pricing, off take agreements and limited competition, so different from commodities and rare earth. Markethype could well take the SP to speculative heights, moreover the asset maybe worth manifold the value in the FS. The undervalued current SP is just what it is. A spring under tension waiting to be released ( quoting Landmark).
Vein, wrong. Our technology is breakthrough new technology and different from existing 'state of the art' technology. It will take some time for incumbents to realize the enormous threat to their existing businesses. It takes courage to admit that this tiny LWLG has outplayed them. The first company which will grasp this, will look to partner or look for a licence. For that matter it could be a B2B deal or direct sales to end customer in data or telecom. Banks will provide finance if they will believe they can make money at low risk. As was said before, LWLG may decide to go alone as well.
Whatever. LWLG has 50 and can prove scaleability above 100. This is awesome. This will get noticed and hell will break loose!. Wonder when Wallstreet will wake up. It is not a matter if but when. Days, weeks at most.
The inexistence of testequiment was known for months. I remember Lebby mentioning this in Enschede in July this year. I am sure LWLG must have found a solution for this!
If I would be Jeff Bezos, I would buy LWLG. LOL. Not only would I strengthen my profitable dataprocessing business for the next couple of decades, it would enable Amazon to eliminate competition in most other sectors and markets and position it as a huge competitor in e.g. healthcare, government services, finance, transportation and chipproduction. I am convinced it is willing to pay 50 bucks a share easy. Natural fit in tommorrows data economy and robotics.
Yes! From now we will be taken serious.
Proto, Lebby was in Eindhoven last year. I was present during his presentation. This Year’s conference is organized by the same people who organized last years conference. I will not be present this year. I understand that Lebby and Liu presentation will be publicized on the website ( as you confirmed).
Proto, I can tell you that there is a lot of excitement outside this message board amongst LWLG investors. All seems to nicely fall into place. IP protection for Polymers, IP protection for hybridisation with InP ( silicon with 10 db optical loss no alternative), integration on a photonic chip ( with Inp laser), low voltage, low optical loss, wafer fabrication in house, speed up to 400 Gig, low cost, low powerconsumption. The total chain from idea to fabrication is cornered and all customer requirements will be exceeded.We are waiting for reliability testing outside the lab.
Without patents no protection. This could well be another important reason why commercial samples were not distributed. These polymer modulators and photonic ic's are industry threatening for incumbents in the field. I am sure LWLG wanted legal protection first and foremost. Nobody owns LWLG's Polymers and only LWLG can apply for a combination with InP. Again clever strategic thinking.
The patent which was awarded also seems to lock in modulators and P2IC platforms using LWLG's proprietary Polymers and Indium Phosphite. Given the need for hybridisation of materials to get beyond 50 Gig for silicon and indium this seems to corner InP inititiatives and to put LWLG in the driving seat.
This one volt is indeed huge... in my opinion. Speed of 100,400 and 800 Gig at 1 Volt. LWLG cannot make a claim like this publicly without having the ability to deliver.
Today the data center industry is already using around 6% of total worldwide energy consumption and with data traffic increasing at a rate of 75% per year, almost 25% of all available energy worldwide will soon (2025?' be needed to operate all data centers. To address this situation, a huge step change in energy consumption from manufacturers of devices and data center operators will be required, to make a wild understatement.
Today about three to four voltage conversions from AC to DC take place from source to data centers operations leading to energy loss in the process ( about 160 watts per server of which typically there are five in a data center rack) and a huge need for heatdissepation and cooling by each conversion, not to mention the need for back ups in case of electricity black outs. Today a server uses around 600 Watts process capacity. Being able to operate servers at 1 Volt drive signal is unheard off, it is truly breakthrough in lowering energy consumption.
no niobium, scandium or titanium comes from China. I would say no effect on Niocorp.
Interesting article for sure. With all we know from public communication sofar, this puts Lightwave squarely in the 'sweet pot'. All critical successfactors for all optical performance in the datacenters ( form, price, energy efficiency, chip integration and fabrication) mentioned by this esteemed professor look like solved or being solved by Lightwave. We will know more by the end of September during ECOC .
There are around 220 million shares not traded. 99.99% keep their shares in portfolio. There are always a few who need cash or sell for whatever reason. Would be nice of course if some would buy from those who do not want to sell at these prices. Most shareholders do not trade because they believe the shareprice will quickly rise if Nio gets operational. If you bought at 0.499 US$ than you incur a paperloss if you bought at 0.499 CAD you make a paper profit. For me, I donot want to sell, it does not matter really. I am sure I will be nicely rewarded in future and I consider that good.
Because very few shares are being sold.
Niocorp was succesful in securing funding from investors at prices above the current shareprice with the added bonus of half of a warrant. Since this request for 2million cash against shares was oversubscribed ( more demand than supply) the Company decided to close the first tranche and keep a second for 1.2 million open. Can be interpreted as a sign of confidence by investors in Niocorps future. Hope this is what you wanted to know!
I guess we talk modulators here 100 Gig/s, 400 and 800 Gig/s. Sorry, this hub was off line most of the time today and I had to write fast between intervals. Nice to see LWLG and Lumentum - LITE- are singled out though. Especially with Lumentum stock at $60.
Interesting article highlighting Lightwave P2IC's.
https://globenewswire.com/news-release/2018/09/13/1570376/0/en/Global-Optical-Modulators-Market-Shares-Strategies-and-Forecasts-2018-2024-A-22-6-Bn-Market-Driven-the-Availability-and-Cost-Effectiveness-of-100-GBPS-and-400-GBPS-Devices.html
Lightwave and Lumentum seen as advanced in intdgrated Photonics
Interesting article highlighting Lightwave P2IC's.
https://globenewswire.com/news-release/2018/09/13/1570376/0/en/Global-Optical-Modulators-Market-Shares-Strategies-and-Forecasts-2018-2024-A-22-6-Bn-Market-Driven-the-Availability-and-Cost-Effectiveness-of-100-GBPS-and-400-GBPS-Devices.html
Lightwave and Lumentum seen as advanced in intdgrated Photonics
All those who questioned the PP success and doubted the oversubscription here on ihub, are now spreading new doubts. They should admit they were completely wrong. Instead of admitting they were wrong they start
spreading new negative sentiments. The company asked for 2 million and are in their way to 3 million sofar. I call that a good sign of investor confidence!
Spunkmeyer, thanks, would it not be fantastic if all Niocorp investors embrace the idea that Niocorp is actually part of an environmental improvement process. I know criticasters will say, we are depleting the earth by mining niobium, scandium and titanium but on the positive side it can be claimed that Niocorp is part of the solution to make our world more sustainable by providing lighter, energy efficient and longer lasting solutions. Niocorp is a good investment and a responsable global corporate citizen. A win win situation for its shareholders.
Sorry to hear that Terry passed away. I only know Terry from his contributions here. He was a very special person going by his vocabulary and his intriguing sentences. Rest in peace, Terry.
Advocate, Thanks for sharing. You see multiple parties are ligning up. As I said Mark told us yesterday, that he loves to be in a situation of competitive tension among financiers. This derisked project has a pay back of 3.4 years in the FS and an operating margin of 69.5% over the 32 years. These kind of an opportunities attract money.
The meeting in Eindhoven is 10/2, not 10/4. My mistake. sorry.
He said that he liked the position in which he found himself and the competitive tension between the different finance parties. Sounds to me that Mark is in a position of strength . Q and A not for on line. Only participants to the conference. 69.5% operating margin over the operating life of the mine. Who can seriously claim this is not a fantastic project. This will attract money.
Been listening to Smith's Largo presentation. Also listened to recent Largo conference call and question and answer dialogue with Lee Cooperman. Conclusion: Niocorp's CEO Mark Smith knows how to extract extraordinary shareholdervalue. Moreover he knows what goes on in the mind of seasoned Wallstreet investors.
No doubt that his appearance for Largo and his appearance today for Niocorp are part of his plan to extract maximum shareholdervalue for Niocorp. Largo provides credibility, but is located in Brazil. Niocorp is the opportunity and is located in the USA. For investors in NYC this is their golden ' Lee Cooperman' moment to enter before Mark signs the financing proposals. With a derisked project, less capex, financing around the corner, and revised higher NPV than in the FS, and an earlier mining start, current shareholders get to share maximum shareholdervalue.
The investors in NYC might in fact help to get the SP up, which would be helpful in turn to seal the debt financing. I do not expect news today, but I might be wrong.
I was surprised to read the other day that you were still filling the papers. Your conclusion that it will probably be oversubscribed must be correct. Great news from IBC just coming in.
We have arrived at a very important crossing. I expect news shortly. To establish its credibility amongst peer industry players and to move from academic dialogue to business opportunity and business - and competitive threat , Lebby and Liu will have to show their industry collegues during ECOC and the Photonic Integration Conference in Eindhoven (4 Oct) that LWLG is ahead and a huge threat to their businesses. Credibility and partnerships will only arrive if LWLG can do so. I believe they can. The recent PR was to keep shareholders happy. The Stephen Hardy story was more serious business. If Lebby delivers what he promised to deliver in 2018, we can truly ' fasten our seatbelts' again. I repeat I expect news before ECOC.
Did Gigoptix not announce a 100 Gpbs integrated chip in 2016 as well? They later sold their business to BR Photonics, which gave up its efforts and
sold its Polymer IP to LWLG. What I know from Lebby is that beyond 50 Gig silicon is not appropriate.
Landmark, I have been reading this Smith statement over and over again: "'
Mr. Smith added: “These improvements are in no way slowing our project finance discussions and negotiations with the multiple entities with whom we are currently working. But they are helping to reinforce the global uniqueness of this project and increase its already attractive prospective economics to potential investors.”
If these improvement are not slowing they have no effect or positive effect. They are reinforcing what is already seen as financially attractive.
To me it seems to mean that financing is in no way dependant on Nordmin , but will possibly be even more attractive to financiers than assumed sofar. Could it mean that financing is already secured? Could Nordmin outcome definitely determine how much equity will be needed? To minimize dilution I guess one wants idealy to know the final capex and the available amount of debt financing.
Smith's statement is exceptionally strong worded! Maybe I am cutting a curve since we need to know the final above the ground capex. But his statement implies the project is already attractive to financiers as it is.
Significant progress has been made. Integration on a chip and fabrication are two critical succesfactors. This was the conclusion of the Enschede conference in early summer. LWLG is moving forward on both aspects as others are still figuring out how to proceed beyond 50 Gpbs. Great news. Patience. Rewards will come eventually. Waiting for almost 10 years now. Feel we are getting very close to lift off.
PR today is great news. Given legal constraints this is what can be said. Numbers need verification by third parties to be included in official BFS. Elimination of permits and environmenral risks will be well understood by financial community. The capex numbers will be lower, otherwise no need for further analyses. The current BFS would do.
Been reading board with pleasure last couple of days. I think we are 'getting it'. Nordmin is key to financing and construction. Hope we will see concrete news this month.