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Thanks, very much appreciated. Any exposure to photonics?
Yes, the share price sucks and if my father hadn’t married my mother, I could have been somebody else. Fortunately I am who I am and looking at the business opportunity at hand. I do have a masters degree in history by the way, but prefer the scientific approach to history, not the senseless opinions of the past.
While we wait this board is diversion and a bit of entertainment. Nice way to get an idea of what drives various people in trying to make money, to vent frustrations and as a therapy for the unhappy . May I remind everybody how much time, human effort and money the company has invested and continues to do ? Our messages don’t impact the company progress, they may impact the shareholder mood. Moods can change overnight but business progression continues. Next steps funding, feasibility study , finalization of the announced Stellantis deal and conclusion of the EXIM approval process. Please look forward, don’t waste time to rehash history over and over. We all know what happened.
Hi Druid, understand you work in the semi conductor industry. Would you care to explain if that is in general management, manufacturing, research and development, procurement or marketing and sales and what your exposure has been to photonics in your daily life? Always looking forward to positive and constructive contributions to this investment board.
Sorry, Think1 for referring to a line card in stead of a transceiver. My reference to a line card triggered a good technical discussion here and by now you may well have understood the difference between a line card and a transceiver, modulator, DSP and drivers. Nice to have a new unbiased expert ( non shareholder) on semiconductors in our midst and good to know that the complete data transmission ecosystem needs to eliminate bottlenecks.
I just add Lebby’s recent article once more for further clarification
.
https://www.isemag.com/fttx-optical-networks/article/14290981/proactive-powering-problemsolving-with-polymers
The terms "8x100G PIC" and 4x200G PIC" refer to different types of line cards or interface cards used in networking equipment.
“8x100G PIC" refers to a line card with 8 ports, each capable of handling 100 Gigabit Ethernet connections.
" 4x200GPIC" to a line card with 4 ports which can handle 200 Gigabit Ethernet connections.These line cards are typically used in high-speed networking equipment to provide connectivity for large amounts of data traffic.
Don’t want to be unkind, but you keep asking the most basic technical questions. It makes me really wonder what made you buy shares in this company. If I were you I would rather start to look into tax planning, because that may well be very opportune when ‘ this thing hits the wires’ ! Lol. Anyway, just Google it and you will find out.
Assuming dark pool transactions are only accessible to the bigger investment companies and institutions, strange that the institutions acquired 9.5 million shares between 30 September and 31 December and that 11 million settlements where accounted for in just one hour late December.
RKF… Europeans started to buy Lightwave in the 2009-2012 time frame when the outstanding shares were around 70- 80 million and Lightwave was still at the OTC. Until such time funding happened through private placements and Lincoln Park. The Goetz family was still majority shareholder( with more than 10 million shares ?) and management participation was small. Early 2021 before entering Nasdaq the outstanding shares were approximately 100 million. I told this board that the Europeans held at least 50% or 35-40 million shares. Don’t know what happened after Nasdaq but I would assume that with the arrival of Lebby in 2016 , the various European investment conferences, European shareholding did start to grow again. Probably also more impatient shareholders departed. All in all I I would guess Europeans hold over 40 million shares. In other words 34 million institutions, approx. 40 million Europe, USA approx . 44 million ( incl. Goetz family and management) = 117 million. I guess the 22 million shorted shares need to pool their cover from the US retail pool. ( 50% of all outstanding US shares) or need to be created from thin air. A true catch 22 situation. Please understand that these figures are a guess. Don’t use them as facts.
I have around 15 people on ignore ( maybe more) so I see more positive messages than negative. We have a newspaper here in the Netherlands that interviews centenarians ( > 100 year olds) to see if there are any wise lessons to be learned. All these centenarians have one trait in common : they think positively, often despite many setbacks in life. Today’s wise lesson : make sure you have something to look for every day of your life. Optimism and LWLG may not give me dollar richness ( as yet) , but at least it fulfills some of the conditions for longevity.
Fully agree. Wanted to point out that even on the financial side of the equation there is nothing holding LWLG back ( from success)! The information from X on shorts is for me kind of reassuring. Always good to understand the forces at work. It’s clear that next to a significant short position ( 21 million) we have (33 million) institutional shares out of 116 million float,
This latest diamond patent is putting LWLG definitely in a business unique position. It seems to me LWLG is ready for ‘ take off’!
I care. Read most of his messages. He is consistent, positive and gives me more information on the shorts, than the negative posting of the shorts themselves.
A trusted source of us provided an interesting analysis of the company’s funding history during 2023 ( 10Q based) including the 3 quarter 2023. It transpires that LWLG has been reducing its need for funding since the ASM in May 2023. Credit availability going into the 3 Quarter was still total 53 Million from ( Roth and LPC) and cash on hand was enough to finance operations until late 2025. They barely tapped any money in quarter 3 and apparently they did not need any money from the market. A favorable financial situation allowing the company more control and flexibility in communication and not to give away its market edge. In fact communication slowed down since the ASM in May 2023 when they slowed tapping their lines with Roth and LPC: LWLG has the financial resources they need until 2025 and beyond. Shorts take note.
Operationally LWLG already stated we are ready : resources, people and space. It transpires they are indeed.
This morning I checked IHub without login. Unbelievable the overwhelming number of messages from negative posters. I wasn’t aware of the volume.
Now I know that a contrarian view can help to spice up a discussion and possibly to improve decision making but that always goes for all aspects not just for the negative.
Here the number of negative messages clearly doesn’t help shareholders but has the single purpose to scare shareholders with ‘ Boy Scouts and street wise tactics’ ’. It’s a clear sign the fear bazooka it’s on its way back to its origins. Can’t see another explanation.
I just login (-ed) again to enjoy the tranquility and opinions of people I have come to trust. Love the respectful messages, the ongoing accumulation of institutional ownership. With OFC around the corner we are moving into a business critical period for the photonics industry. Looking forward to some revealing company news. Good luck to everyone.
What a waste and a pity of all these PDK’s and excellent yield figures.
Not sure you guys understand the irrelevance of your word bickering?
Not sure what you are trying to say to TH? Do you mean the longer you have been invested makes you better understand the proposition at hand?
I am here since 2012 and I am indeed waiting for the release of the new feasibility study, the approval of the EXIM loan and the conclusion of the Stellantis deal, as well as some more off take agreements. The timing of the BFS was discussed during the update at the SHM early January of this year. What I understood is that they are close. Stellantis and EXIM are conservatively expected before End of June 2024, probably before that date. That’s my current understanding. Looking forward to some positive news.
Sorry. Need to correct Nvidia pursuing 30 billion market opportunity for its own AO chips.
More exciting industry news in the AI space. NVIDIA and FA(A) NGS. TSMC , NVIDIA and Intel. Intel creating a new division for AI, edge
and datacenter. Just read news. Cannot elaborate. Out at dinner. Things are really heating up around AI and many mega companies are positioning themselves for this growth opportunity. Chain reaction ….NVIDIA putting up 30 Billion for expansion.
Refreshing. Inescapable progress to success. Thanks
This is what somebody posted on the ARM Ihub board yesterday. Could happen to anybody, especially if you are impatient don’t do much research and see a share as a lottery ticket to instant gratification, rather than a long term investment:
“ I sold yesterday before the news today. This is my second time taking profits.
Should it correct again I may consider buying again, unless I find better bargains. GLTY. PS: I am interested to buy more NVDA shares. But when I see it correct.”
Anybody following ARM? Stock rose 60% today based on strong quarterly performance. Hate to be one of the 10 million plus shorts. Honestly think this is wrong sector to short at the start of a huge and disruptive growth period.
I would add that we pay him with our appreciation for his due diligence and knowledge. As an important Lightwave shareholder his voice and choices are relevant to me and the company and carry more relevance than the people who have no or a ‘ negative ownership’.
These latest industry movements are a clear sign of a business paradigm shift. The winners in this scenario are likely those that are able to quickly recognize and adapt. They may find new opportunities for growth, innovation, and competitive advantage as a result of the shift. On the other hand, the losers will likely be those businesses that are unable or unwilling to adapt, leading to declines in market share, profitability, and overall relevance. When a mature business market like the data center market is challenged by the combination of ever growing data transmission needs ( internet, video data explosion) and a cataclysmic event like the arrival of Artificial Intelligence some businesses may struggle to adapt to the new changes and could potentially face financial difficulties or even go out of business. Others may be able to successfully pivot and adjust their strategies to align with the new paradigm, allowing them to thrive in the evolving market. I think Cisco and HPE have understood their current business model is threatened and they are quick to adapt. This will set off a chain reaction in the data transmission supply chain not seen since the introduction of the internet. New players or disrupters like Lightwave will emerge as winners.JMHO.
Lightwave claims to have the fastest, cheapest and smallest organic ( non crystal) active proprietary ( they have the patents) light switches in the world. They can be combined with other materials used in photonics ( Indium phosphide, silicon, etc etc). There is enough space for many more semi conductor and photonics companies in the different application areas. If there would be an analogy from semi conductor chips than it would be that the ‘Intels and TSMC’s of the world’ have been cramping ever more transistors ( non organic), billions, onto their ever smaller chips to drive speed and accommodate ever more computing and data capacity. Smaller seems to be the general trend. If less space is needed other functionality could be added eventually. Think LiDAR where you want encryption technology to be included ( to shield your LiDAR from other vehicles) and at minimal power consumption to protect you battery and to maximize your mileage.
The drive for lower latency and more bandwidth and switches (modulators) which can accommodate these vast and fast data transmissions has now been given an ‘unexpected’ boost from Artificial Intelligence and will allow Lightwave to take ‘ the lion’s share’ of the data center 800G/1.6 Tb market according to Lebby. No doubt other application areas will ( or have) emerged.
I recommend you read the latest Lebby presentations where he explains the advantages of Lightwave’s modulators versus all incumbents and current photonics competitors. He also gives an overview if new application areas. Follow Protohype, he gives almost a daily update on Lightwave’s potential and competitive position.
First Cisco and NVIDIA and now HPE and Juniper Networks . Things are heating up in the networking business due to the demands of datacenters to accommodate A I. Further consolidation in the business to accommodate the bandwidth and speed and powerconsumption demands of artificial intelligence and to build and attract marketshare for the participants in the Ethernet networking space. These partnerships are the concrete signs of the big disruptive changes required for the complete data center infrastructure between now and 2030. Lightwave’s technology platform will be required. Read Lebby’s latest statements on Lightwave’s offerings which perfectly fit the strategic direction of the networking industry.
https://www.crn.com/news/networking/2024/ceo-antonio-neri-hpe-juniper-networks-aims-to-disrupt-status-quo-with-modern-ai-driven-networking-fabric
Today NVIDIA uses InfiniBand to communicate between NVIDIA devices. To go global you need a different ‘ language’ , the Ethernet ( widely used on the internet). To widen your AI distribution you need to accommodate generative data processing in your computer but also retrievable and connectivity with the ‘ internet’ data centers. You want everything to be connected to AI ( from government to individual businesses and consumers ), Hope clear: Old people recall the dial up internet ( grrrrr sound). It was replaced with WIFI. The change we require with AI is similar to this past change fro dial up to broadband access.
Today’s announced partnership between Cisco and NVIDIA bodes well for Lightwave. It will give NVIDIA access to Ethernet ( today InfiniBand restricted) and it will accelerate the need for aligning AI computing speed and bandwidth ( at the edge) with datacenter performance on the internet. Huge data center infrastructure changes will be required to allow AI to maximise global distribution analog to the changes late 90ties between dial up internet and broadband internet. Can’t see how these companies can do it without Lightwave.
https://finance.yahoo.com/news/cisco-nvidia-help-enterprises-quickly-083000191.html
Today’s announced partnership between Cisco and NVIDIA bodes well for Lightwave.
https://finance.yahoo.com/news/cisco-nvidia-help-enterprises-quickly-083000191.html
Really don’t understand why XenaLives is restricted to message. Hope administrator can restore her full access.
Don’t think the share price has anything to do with the potential buy out value of the company. The buyout value is determined by its growth potential, market position, intellectual property portfolio, competitive advantages, and strategic value to potential acquirers. Additionally, prevailing market conditions, industry trends, and the overall economy. Negotiations between the buyer and the company, will ultimately determine the buyout value, not todays share price.
I all my 15 years with Lightwave, I have never ever felt better with my investment. The shorts will be the icing on the cake.
Just hear Jason Huang of NVIDIA speak about the necessary complete retooling of data centers and the required paradigm shift in chip design ( generative and retrievable), software and connectivity due to Artificial Intelligence.
“Most in the industry haven’t got it. We got it a decade ago’!
I think Lebby got it as well : “ Wonder who ( read: datacenter) can do without us ? “
If you still don't understand the difference between $NVDA and all the rest, Jensen Huang explains it in less than 2 minutes.
— From Growth To Value (@FromValue) February 3, 2024
"We observed that and realized that about a decade and a half ago."👀 pic.twitter.com/rcBaRY2WBG
Just to point out that 50% institutional ownership may be desirable, it doesn't mean institutions always get it their way. NVIDIA has 19.8% institutional ownership.
LWLG is in a black out period. These black out periods are to be observed when financial reporting is due ( after the 31 December 2023) and/or when important business events are expected which could move the share price. No insider buying is allowed. News is of course allowed to be distributed publicly when due. No limitations here.
Sounds like a huge market!
Chat gpt:
Question: How can scandium improve recyclability of aluminium?
“ Scandium can improve the recyclability of aluminum by forming a strong grain-refining agent, which prevents the formation of coarse grains in the aluminum alloy during the solidification process. By adding scandium to aluminum alloys, the resulting material has improved strength, corrosion resistance, and formability. This enhancement in material properties allows for the use of recycled aluminum with a higher content of impurities, enabling more efficient and cost-effective recycling processes.
Therefore, the addition of scandium to aluminum alloys can potentially increase the recyclability of aluminum and promote sustainable production practices.”
Let me add that from the European group I know best, most hold their shares since 2009 -2011 time frame. A couple sold part of their shares and kept a significant number at no cost. Only one sold his complete holdings at around 17-18 dollars ( bought a beautiful place in Spain) and has gradually been accumulating ever since. All in all most European shareholders I know are pretty comfortable with Lightwave and their long position. I would 50% thinks we will be bought out in 2024, 50% thinks we will go it alone for some time. Looking at AMAT ‘s acquisition strategy over the years, Lightwave would certainly be a very likely prospect.
Maybe time and location and the introduction ‘ He was reminded he's made such optimistic predictions in the past.‘ may have dampened his natural optimistic demeanour. JMHO
Thanks Walter. ‘That is as good as it gets.’ Honest , straightforward interview. Building and running a company (like Niocorp) is pretty cumbersome and complex undertaking, whereas buying a share in a company is a pretty simple transaction which comes with very little responsibility . In fact it’s a privilege to make money without big risk or responsibility. You can sell your share any time. You can’t run away from your responsibilities as a CEO ( if you are wired correctly). I think Mark and his team are.
Microsoft is largest shareholder of OpenAI and the company is very interested in Sam Altman’s plans to build dedicated chip manufacturing ( foundries) to break NVIDIA’s ‘ monopoly’ according to Bloomberg and the Financial Times. I am sure Microsoft realizes the connection between ‘ compute’ chips and ‘ connectivity chips’. To beat NVIDIA you need to outperform NVIDIA on every aspect of its business. You need to offer better performance, price and lower cost of ownership.