Yes, I am moving a bit into rainbow and unicorn land. We will know for sure when ongoing guidance starts being provided. Fun guessing for now. Their lowest bar remains the highest bar I will have ever seen. I would assign a P/E closer to Nvidia.

Jeunke


Marcelli said 30% market share (or somewhere thereabouts), but do you believe with ubiquity now the end game being loudly communicated by Lebby that the market share % could be much higher by 2025?

Anytime :)

Lewrock,


To further prognosticate, if LWLG does $1B next year in revenue and conservatively generates a 30% net margin with P/E of 50, that is $135/share. An 80 P/E = $215/share.

Pitcook,


Yes, I think you are right. Vendor may mean under NDA. We are definitely getting lots of breadcrumbs until the meat arrives.

You are rolling Pro. March is now exciting for all of us. LWLG will be the secret sauce in multiple products from multiple vendors. It will be like BASF "we don't make the products you buy. We make the products you buy better."

Richard, +10

Great add. He also shares past employment at VIAVI Solutions with our newest board member, Dr. Craig Ciesla. Building a deep management team is so crucial when playing with some of biggest companies in the world. By boldly re-emphasizing ubiquitous in a press release speaks volumes. You just do not do that unless you have it in the bag.

Sure like the stock options being awarded to Officers in January instead of April. Insiders holding huge number of shares. Follow the money. All signs point to commercialization no later than the shareholder meeting.

Luther,

Yes, looking forward to the conference next week and believe this will likely bring news/update from LWLG.

Pickle

Jeunke, like your avalanche message. I added again today. Really never thought I would get to buy again at these levels. Still cannot find a company with such a low market valuation relative to the tremendous TAM opportunity and potential for ubiquity. Once Fed clarifies softens/clarifies its stance on rates/tightening the Tech stocks will recover. DDD

This is one of my favorite videos as Lebbby and GF seem to be lock-in step.

Below link speaks to this as well.

https://globalfoundries.com/cn/node/2258

Agree Pit. Lebby is the ambassador for Photonics and LWLG. I think he will be refining the technology and authoring patents for quite some time.

Squingebob,


My opinion is it is too early. Like Lebby leaving the delivery room before the baby is born. I do love the idea of Jose as CTO and being groomed for CEO down the road. I am also a proponent of hiring a high caliber CFO to go nose to nose with the industry big boys and financial players.

KCCO,

Agree. Creditibility is everything and Lebby has surrounded himself with people that have staked their reputation on the science and the company well before partnerships. This kept me invested during the lean years and has me very excited as LWLG builds its talent base further on the brink of commercialization.

What better way to meet people than all of LWLG's future customers? Can you imagine Jose giving LWLG's investor presentations? Wow.

I need to break out the ancestry.com research I did a few years back.

Squingeqbob,

Not that I am aware. My Dad, uncles and grandfather are from Corsicana, TX.

Rufus, that is too funny. I just added Dillsburg, PA to my bucket list. My last name is Dill BTW.

Spartex

Yes exciting that the innovations keep coming. When Lebby says the Perkamine still has room to grow he was not kidding. I will be interested to know how long this has been utilized in NDAs. Posters noted patent was first filed in June 2021 so it must have been utilized well before that.

Futrcash,


Yes, this is not the best apple pie at the county fair.

RFK, Lightwave, thanks. Need a counter-balance once in a while.

I wanted to share my thoughts as a declining price is never what is preferred although entirely expected as a shareholder, especially in a speculative, pre-revenue company in midst of intense economic inflationary pressures and a meandering Fed grasping for solutions.

1) Lebby has yet to miss a goal and frankly I believe his goals are 90% completed when he announces them. So far ahead of industry.

2) ECOC 2021 Optical Integration Award Winner: The awards emphasize technology and product commercialization; they highlight significant achievements in advancing the business of optical communications, transport, networking, fibre-based products, photonic integration circuits and related developments.

The committee reviews the progress of advanced technologies from research to commercialization including volume production as well as new and innovative products.

Photonic integration has been identified as a path to lower cost, lower power consumption, and higher throughput. Silicon photonics has been in the centre of this debate. This aware is technology agnostic. We are looking for technologies that integrate (hybrid or monolithic) numerous optical functions to increase capacity while lowering cost and power consumption. A critical part of this award is revenue—the product is shipping for revenue.

3) Projected earnings at a paltry 5% of TAM send this stock to triple digits. Plenty of cash till well into 2023.

4) 3x speed and half the power. Industry needs it yesterday.

5) Patented, unique technology. There is no second option to ensure the relevance and the innovation that these TAMs must achieve. This is the survival of INTERNET people and gateway to breakthrough technologies (LIDAR, Medical, Crypto, etc)?

6) PDKs offer simplicity for adoption with ROI due to energy savings a slam dunk CAPEX signoff

7) LWLG technology can go much further, faster to ensure its future ubiquity and applicable across numerous TAMs.

8) How much is this technology worth? I am betting ma lot more than $1B.

9) Do your own DD and recognize the risks. This is highly speculative until it is not.

Thanks Lewrock. All in basically three blocks.

Price is unchanged from close. May be delayed on nasdaq.com but volume of shares were at 12.26. More dark pool money.

Impressive comeback for NASDAQ today so hopefully this confirms a reversal. I need to fund my Roth this month so hoping timing works out to keep averaging up.

Thanks, can't wait to see new spider charts or maybe they already included the advancement?

Merry Christmas one and all!

Isaiah 9:6

For to us a child is born, to us a son is given, and the government will be on his shoulders. And he will be called Wonderful Counselor, Mighty God, Everlasting Father, Prince of Peace.

Yes, Lebby seems to only talk publicly after the milestone is achieved. Never before. So excitement reigns when he repeats ubiquity in every forum he attends it is likely achieved in the end user and foundry road maps and embedded in the revenue estimates yet to be revealed.

F2,

That is my hope as well. To have a second career as a faithful steward.

My best
Pickle

Offsetting volume on bid and ask last 10 minutes just like has been happening.

Agree as well. Can't wait till 2022 begins.

They could certainly sell shares but S3 has provision so LPC can go above 5%. I think LPC may want to hold a little longer than normal given the expected trajectory.

Steve, great find. Juniper is all-in on silicon photonics. LWLG solves these problems.

https://www.juniper.net/assets/us/en/local/pdf/nxtwork/silicon-photonics.pdf

https://www.datacenterdynamics.com/en/news/juniper-networks-to-acquire-silicon-photonics-firm-aurrion/

Juniper founder Pradeep Sindhu said in a blog post: “Over the past almost two decades, Juniper has dramatically reduced the cost per bit-per-second of the electronics portion of networking systems. Unfortunately, the optoelectronics portion—the one that converts electricity to light and vice-versa—has not followed a similar cost curve.

“Historically, the optoelectronic portion represented significantly less than half the cost of a networking system, especially for optoelectronics designed for short to medium distances. If we fast forward to today, we see that things have completely reversed: the optoelectronics portion now represents significantly more than half the cost.

“And here’s the real problem—the explosive growth of video streaming, social networking and other bandwidth intensive applications such as data center to data center traffic means that there is no letup in the hunger for greater bandwidth at ever decreasing cost and ever increasing flexibility.”

The very definition of a long weekend. EOM

Agree. This looks like a company taking a minority stake to lock in its future production with opportunity to make $$$$ in equity gains from LWLG ubiquity. Gosh this is exciting.

Wow!

LWLG is a tank!

Did volume really spike to 2.3MM? Quite a surge in last 30 minutes.

Rkf,

Yes my prior posts stated that Longs were the smart money way ahead of anyone else. I am only referring to the recent rise in share price as institutions and and those with non-public information jump on board. Leaks seem to always happen so this is my theory versus an overvaluation stance.

Pickle

Proto, glad you are back.

The valuation includes institutions with likely more information than us. This is not a Retail driven increase in valuation but institutional so the "smart" money appears to be in control at the moment.