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As difficult as this may be some of the more recent FUD posters have managed to set the bar even lower for crude, idiotic, and completely brainless posts. Just when I thought the stupidity bar had reached rock bottom another poster takes up the challenge and manages to go even lower. It’s always inspiring to realize that no matter how complex and convoluted life may seem there’s always someone out there in the ether who makes even those of us with just average intelligence feel like veritable Einsteins. So when I feel mediocre all I need to do is read a few of the posts by some of these absolute, rock bottom dregs and I realize that there’s no shortage of mindless morons out there. Thankfully this board is also inhabited by some truly gifted and intelligent posters as well like jeunke, KCCO, proto, x, F2, roc, Marco, walter and others. We’re lucky to have their contributions and those of the mindless morons as well so that we can experience the whole spectrum of intelligent as well as mindless discourse.
I don’t see why the downdraft in the share price is justified. Perhaps some of the momentum and get rich quick crowd saw a reason to cut bait but they could very well miss out on a moonshot. Did anyone really think a major deal was going to be unveiled at the annual meeting!?! This very well could be paradigm changing tech. The potential is awesome and tech investing is all about potential.
Proto, I hope you and the more objective posters continue to contribute. I’ve been invested here for over ten years and learned a great deal from the likes of you, Walter, X, Jeunke, KCCO, and many others. I really appreciate the first hand reports on the European meetings from our Belgium contingent as well as the posters that attended this annual meeting and others.
It’s pretty easy to separate the value added posters from the FUDsters and bedwetters. Occasionally the contrarians do stimulate responses from the more well informed board members and I must admit that I appreciate creative insults that call out the board quacks. Discriminating investors should be able to figure out what’s worth reading and what’s BS. It’s pretty obvious. This company appears to be on the precipice of great things but there are no guarantees. Perhaps some participants might be better served by CD’s or Treasuries. For me though there’s just too much potential here and the journey is fascinating.
Phoenix gets most of their electricity from Palo Verde Nuclear about 45 miles west from downtown. It’s a YUUGE nuclear plant with a lot of capacity. From June thru September in the city the high temps are pushing 110 and it’s not getting below 75 at night. Air conditioners are on full blast and somedays it’s almost too hot for planes to get lift out of Skyport International. The city is ringed by mountains that make it ideal for creating conditions for a thermal inversion where the heat and pollution are trapped in the city. Any data centers being built sure as bleep better be designed to be as energy efficient as possible because nobody is gonna turn off their air conditioners to save power.
Water for Phoenix comes from the Northern Arizona Water Project. An aqueduct from the Colorado River as well as water from the Salt and Verde Rivers. Data centers need a lot of water. All that water is in HIGH demand from growing cities, cotton farmers (Pima cotton, long staple high quality cotton), ranchers, and Indian Nations (Navajo, Apache, Hopi, Tohono O’odham and others. They were there first).
The MEGA 14 B dollar data center complex under construction on over 1000 acres BETTER be the MOST EFFICIENT operation possible.
TSMC is building a foundry in Phoenix as well. Intel’s Fab 52 is in Chandler is 22 miles from downtown Phoenix.
So didn’t Jim Marcelli visit one or more of these data center and/or foundry projects a couple years back?
Lebby at Wainwright, in fact, we are enabling network equipment upgrades without changing the network. You don't have to change the fiber, you don't have to change the equipment. You just put our technology, which is like putting a V8 into a four-cylinder car, and you put it into those little boxes. I don't know if there's a point that works here. And those boxes all fit into the network switches and routers, and that upgrades the equipment without changing the equipment, which is really powerful.
I had a 64 Chevy II with a beautiful straight 6 in it and used to dream of putting a V8 under the hood until my brother “borrowed” my car and totaled it. Had I put that 8 in it though (I must pause here to wipe away my tears. “Memories, like the corners of my mind”) I would have had to stabilize the rear end because if I stomped on it with all those horses I would have been swerving all over the road for the first quarter mile.
Anyway, my question is will there have to be any other upgrades in order to accommodate LWLG’s high performance modulators or will it be just plug and pedal to the metal? Is it as simple as Lebby says? If it is then every data center will gladly throw in that V8 and start “burning rubber” so to speak. Perhaps LWLG should have a promotional car, say a 64 Chevy II with a 327 under the hood. Just a thought.
KCCO. Thanks so much for your input. I know and appreciate how busy you are but I sure am looking forward to your report on the meeting. I’m sure you’re working on it. I’m just being impatient.
All I gotta say is whatever BS the shorts are using it sure is working. I used to waste time reading Seeking Alpha pieces until I realized it was mostly investment porn. Useless stuff that still got you hooked on looking at it. Like porn, which of course I’ve NEVER been tempted to look at. Not me. Never!
Well, the story hasn’t changed here regardless of all of the doom and gloom. LWLG and Lebby and Company are putting the pieces together and building a revolutionary tech company. Been here for over a decade and looking forward to the future.
Thanks Jeunke, and all of the other positive and informed LWLG posters for your many contributions to this board. I’ve learned a lot and I’m looking forward to a great new year for LWLG in ‘23.
Merry Christmas folks.
Geez, Fro! So sorry to hear about your brother. I’ll put some words in with the Man. He listens to even pathetic sinners like me. A good friend broke his neck years ago racing sprint cars. He wasn’t wearing a HANS device and flew off the track on a curve breaking his neck. He’s paralyzed below the waist and can only use his fingers a small amount. But this guy has an incredible outlook. Still cracks jokes all the time as he always has. And incredibly he’s gotten married, bought a home and had a child. Life sure is nuts. This guy finds a way to make the most of it regardless of the circumstances. Best of luck to your brother.
Thanks Steve. I hope to be there. Not just to celebrate LWLG’s success but to thank all of the folks that have helped me understand this story. My comprehension has gone from a D to almost a C+ thanks to this board. That’s quite an accomplishment for someone of my limited cognitive abilities.
Full Disclosure:
This board along with a TON of my own due diligence has been a fantastic resource over the years. It’s pretty easy to separate the informed from the uninformed posters.
And I’m now playing with house money. Over a decade ago I read everything X wrote as well as listened to and read as much as I could. I even understood some of it. This company is on the cusp of being a big deal. Lebby has said what he plans to do and delivered. I have every reason to expect him to continue to meet his goals.
Yep, my nerves are frayed! I’m a wreck! I’ve held my shares (Six digit share count. Maybe not an “X-sized” position but a big position for me nonetheless) for over ten years now and the tension, the pressure, the ulcerated stomach lining and damaged cardiac muscle are taking a toll! I’m rending garments! Gnashing teeth! Pissing in my pants! Oops! Did I go too far? I’ve always looked only for pre revenue tech and biotech companies with earnings to invest in. And I only follow the sage advice of anonymous posters on message boards who obviously haven’t done any research into the fundamentals, tech or leadership of a company yet inevitably show up to tell us how our investment is a failure when the share price dips after going up by a factor of ten. Hallelujah! I’ve been saved from investing perdition! PTL!
WOW!
Thanks for putting this together, KCCO!
Why are we going down when inflation spikes and interest rates are ballooning and the whole market is cratering and there are DEALS!?! All LWLG needs to do is break their contracts and unilaterally release the names of their partners and ruin all the progress they’ve made thus far. The shorts will rejoice and the company will fold. NDA is just a, why, it’s just a contract, a legally binding contract that means you can’t disclose that there’s been an agreement. Yeah, that’s all. It’s an acronym. Why don’t these foundries and LWLG listen to anonymous posters on message boards and disclose that they’ve signed non disclosure agreements and make them DNDA’s, Disclosed Non Disclosure Agreements!?! Why do we have to trust a well respected CEO with a long established reputation for integrity when he says that great progress is being made!?! We wanna know now!!!
WOW!
I would DEFINITELY get in on this lawsuit against LWLG but I cashed out all my shares and sent them to an officer in the U.S Army Special Operations Command (USASOC), 7th Special Forces Group (Airborne), Air Force Base – Afghanistan. I got an unsolicited email from this fine officer in my junk mail. ??
You see this officer, who I’ve never met or know anything about needs my urgent assistance in securing a consignment (two trunk boxes) containing ($20,000,000), the funds are surpluses of several contracts executed by her department during a supply of MH (Military Hardware).
I never knew “MH” was “Military Hardware”!??
The consignment is presently in Amsterdam Schiphol Airport in the Netherlands, via a U.S Military Air & Surface Transportation Company (ADM Europa LLC). Her desire and purpose is to have the (ADM Europa LLC) to deliver the funds to me for safe-keeping until she gets back to the U.S mid-next year after her deployment.
WOW! I dig all these “Military” acronyms!
I sent this officer the proceeds from my LWLG sale and she’s gonna spilt the $20,000,000 from the MH with me 60/40. That’s 60% for me which is a lot and it’s guaranteed! LWLG sounded good but not this good!??
I emailed her immediately with a delivery address and my full contact information plus a cashier’s check. Plus she herself said she’s not a greedy woman and she hopes that I don’t double cross a struggling uniformed single mother with 3 teenage children.
You know, I don’t really understand why she needs my money but I’ll DEFINITELY make a whole lot of money and help a uniformed officer in Afghanistan who’s struggling with 3 teenage brats. I don’t really understand anything about LWLG either so I’m glad I cashed out.
Are there still Air Force officers in Afghanistan and why are her kids with her?
I saw FUD hit two of my investments this week. LWLG, my largest holding by far, and NVAX, a biotech. Both companies are at a crossroads. LWLG is on the verge of commercialization and NVAX is about to get FDA approval. If you’ve followed either company and understand the situation you know they’re going to succeed. NVAX will definitely get FDA approval for its protein based COVID vaccine, the best COVID vaccine available by the way, and LWLG will change data transmission over the internet making it faster and more energy efficient. Both are like Juan Soto’s home run swing, NO DOUBTERS.
And both companies have had their trials and tribulations. I’ve held LWLG for over ten years and many times I wondered if my investment would evaporate. Until a year ago I never had the confidence that X or Proto or Jeunke had but neither did I know what I have like those three gentleman did, do, I’m losing track of tense here. My position was outsized, at least for me, and I was losing a lot of sleep over it and ruining my stomach lining.
But then there was last year’s Annual Meeting. The Call, I wasn’t there but I listened to it probably five times. I just knew after that LWLG was solid gold. Why? Because I believed in my research, mostly thanks to the guidance given by XPJ and others but I also believed in something more important. I believed in the integrity of Michael Lebby. Why? I can’t explain that except to say my own instincts tell me when I can trust somebody and when that person is full of it. Those instincts need research behind them to back them up. It’s not all knee jerk but Michael Lebby is a CEO I can trust and his company has the goods.
NVAX has the goods, great tech, but their CEO is a complete, unadulterated BOZO. Still, despite that fact the stars are finally aligned and the NVAX COVID vaccine will be approved.
Hit pieces take advantage of some semi credible bit of info, something that may have been an issue in the past, and create uncertainty just when the tide is about to turn for a company. With LWLG it was the poling question which is no longer an issue. Hasn’t been for a while. With NVAX it was the incidence of myocarditis in those that get the vaccine versus the general incidence. Not an issue and the FDA briefing documents said as much in their dispassionate way but that was misinterpreted.
Anyway, investors in LWLG are in the drivers seat. They have great tech, great management with integrity and a great market. Investors in NVAX have great tech, crap management, and a great market because COVID ain’t gonna disappear. Sorry.
Of the two companies I’m glad I have much more invested in LWLG than I do in NVAX. CEO’s like Lebby are pretty rare indeed.
I bought more LWLG this week. I just held on to my NVAX.
Couldn’t resist those December 15 Calls.
Got 200 contracts. A DEAL!
And right on Q the omniscient trolls show up to illuminate the rest of us and point out our inadequacies and profligate ways. Amazing how they never seem to anticipate the rallies or have any arguments for why LWLG is such a pathetic investment. Just the usual, “no revenue” sophistry. As if every break through technology starts with revenue first then the quantum leap forward.
Honestly, I’ve tried to understand the crazy manipulation but my tiny brain just doesn’t get it. What I do get is that LWLG has something nobody else has and everybody else wants and I’ve been holding my shares for over ten years, bought more this week, and I’m holding on to what I got until they pry them from my cold, dead hands…or at least until it’s over $100/share…and I’ll only sell enough then to calm my wife’s nerves a bit.
Amazing meeting!
“We are excited”
When the bald headed, Lego loving, tech guru, dressed like Johnny Cash says he’s excited that’s saying something!
To all the shorts, “I hear that train a coming”
Many thanks to all the folks that attended and gave such informative updates.
And many thanks to my Father: WWII, Custer Division, North Africa and Italy, two Bronze Stars, deceased
My brother, Nam, still kicking
My Mother in Law: Rosie the Riveter at the Portland Navy Shipyard who welded stainless steel gun mounts on escort carriers, deceased
And every service member and Vet, living and gone
This squid thanks you for your service,
“Faith, courage, service true,
With honor, over honor, over all.”
LOUSY!
I too ignored a whole lot of warning signs with DNDN. Lucky for me I wrote Calls 6 months before FDA approval. The premiums were just too attractive. My shares were called right near the top. I got incredibly lucky. I probably would have gone down with the ship otherwise.
Gold and David Miller of the Biowatch Newslettter started a hedge fund subsequently.
Alan Leong, the real brains behind the Biowatch Newsletter, now runs a blog by the same name. Alan is a GREAT guy and really an expert in biotech. I follow him religiously.
“Ubiquitous” is something Lebby has only recently used to describe LWLG.
And on a day the Market is down 1000 it’s kinda tough for any tech stock to buck the trend.
Frob, maybe there’s a support group out there for folks like us. Something like AA but with plenty of alcohol served.
I don’t know about ARWR. I keep my focus pretty limited, but what years of having coming out somewhat better than I would have done with mutual funds and dollar cost averaging I think I have an idea of what to target. Of course, that could all blow up in my face so there’s my disclaimer.
The keys seem to be good-great tech, good-great demand, and great management. HAVE to have great management. LWLG has all three.
My first success in biotech was MEDI. It had two out of three: great tech, huge demand, and then there was David Mott who blew it with Flumist. Lucky for me I cashed out and bought low enough to make some money. But it got me hooked on biotech for better or for worse.
Today I see similarities between LWLG and CORT. Both have geniuses as CEO’s. Certifiable geniuses with integrity. A pretty rare combination. Both have pioneering tech. Both have honest CEO’s that respect investors. They don’t line their pockets as they sell out investors like Mitch Gold did with DNDN and Stan Erck has done with NVAX. Neither pumps out frivolous news. They build the tech step by laborious step. Both have held their value in a lousy market. Both have blockbuster potential. And both require incredible patience to stick with. I could be wrong with either or both but I doubt it.
This is the “all your eggs in a few baskets” school of investing. It requires “watching those baskets very closely” and results in lots of heartburn and sleepless nights. For some damn reason I like doing this. I should have my head examined. I’ve got plenty of train wrecks in my investing past so my skepticism keeps me alert, I hope.
I don’t get why some investors think that there’s no deal until there’s an official announcement of a deal. Either you have confidence that management is telling us the truth or you don’t. If you don’t then you shouldn’t be invested in LWLG. Lebby has shown more integrity than most CEO’s by doing what he said he’s going to do. His track record is very good. If he says that their tech will be ubiquitous then, based upon his performance to date, I’d say chances are almost 100% that deals are signed. Lebby chooses his words carefully. He’s very precise with his language. So if he uses the word, “ubiquitous” to describe the demand for LWLG’s tech that’s pretty much a guarantee that demand will be off the charts.
Most of my investing is in biotech. Confidence in a new therapy builds among investors as a drug or biological proves itself in phase I then II then ultimately phase III trials. Almost always two phase III’s with p values of .05 or better.
By analogy then, LWLG’s tech has gone thru all the trials and killed it. Not only that but it’s gone thru the equivalent of CMC testing in biotech. Chemistry, Manufacturing, and Controls. Not having CMC up to snuff can kill a promising biotech. Case in point: NVAX. Novavax has arguably the best COVID vaccine out there, but for various reasons (incompetent CEO) it’s only now about to meet FDA’s standards for consistent production. Basically meaning, that the vaccine it will make and sell is the same every time and the same as the one tested in trials.
Perhaps this analogy isn’t entirely accurate but Lebby has gone to great lengths to make sure that their chromophores will consistently be able to be worked into the PDK’s of foundries. Basically the CMC equivalent of FDA standards. Only then did we start to hear him use the word, “ubiquitous”.
In biotech you can make a killing by investing at the phase I stage and holding on thru trial after trial for years until approval. That’s what X has had the foresight to do in a BIG way. Some of us got in then or a little later. Even at today’s prices LWLG is still a fantastic investment. But like in biotech, waiting for confirmation of FDA approval, not just a positive AdCom but approval (the infamous history of DNDN comes to mind) or, in this case, an announcement of a deal, is like trying to jump on the train as it’s leaving the station.
VHC has a patent and nothing else. A CEO that uses what’s left of the company as his personal bank and patent disputes in the courts and USPTO. They got nothing else.
There’s zippo similarity between VHC and LWLG.
None.
A wiseman once said,
"Diversification is protection against ignorance. It makes little sense if you know what you are doing."
"A lot of great fortunes in the world have been made by owning a single wonderful business. If you understand the business, you don't need to own very many of them."
"Wide diversification is only required when investors do not understand what they are doing."
"A lot of great fortunes in the world have been made by owning a single wonderful business. If you understand the business, you don't need to own very many of them."
"Diversification may preserve wealth, but concentration builds wealth."
I hear ya and my roof changes based upon circumstances and my resources. Regardless, Lebby is sending some clear signals that that roof is gonna be much higher.
I also have 180,000 shares, cost basis, a buck and a quarter. And I’ll give them up when they’re pried from my cold, dead hands. Or the share price hits the roof. Then my hands may become very limber.
Oh mercy yes we gotta beat that competition. Yes sah!
Why, Mr. Pickle, I think you mighta hit that ole rusty nail right there on the head. Yes sah! Lordy Lordy.
Yeah. I mean why should they keep optimizing their tech already!?! Geez. And why are those idiots at Intel coming up with new 12th gen Core mobile processors, for crying out loud! Just optimize it forever and be done with it already!
EXCELLENT POST, Pickle. Having been a former resident of Dillsburg, PA where a Dill Pickle is dropped every New Year’s Eve, I consider myself to be an expert in all things “Pickle” related. As a result my compliment carries a great deal of weight.
BINGO!
I’ve invested mostly in biotech over the years. Swinging for the fences mostly. Had a lot of losers and some winners that made up for the train wrecks. Clinical trials are the name of the game there. Concepts becoming drugs/biologics becoming preclinical work in animal models then laborious phase I, II and multiple phase III trials to get that standard of two large double blind placebo controlled trials with p values of .05 or better. It’s a binary event minefield and rough on an investor’s heart muscle and stomach lining. With LWLG we’ve seen the amazing results of their “clinical trials” in speed, energy consumption and durability. Those trials have had stellar results. In biotech as a drug progresses thru the gauntlet of trials you begin to see its potential and how likely it is to pass the final hurdle, the FDA review process and Advisory Committee Meeting. A biotech investor that waits for those final steps has missed the train and would be better served by dollar cost averaging in the Vanguard Total Market. I’ve suffered thru over ten years of heartburn with LWLG but now I’ve seen the “clinical trials” have resounding success. I can see the phenomenal demand and I’ve seen our reserved, well grounded CEO’s language and demeanor change from conservative and hopeful to certain and enthusiastic. So, I suppose some “investors” always want more “proof” but I’ll be sure to wave at them as I ride this LWLG bullet train as it flashes by them waiting at the station. This is over a ten bagger for me now and gonna be considerably more before I cash out. The heartburn is gone.
You Da Man, X!
Got a knack for boiling down thoughts and concepts into succinct messages.
You should be writing Lightwave’s news releases.
X, you have my vote for replacing MZ Group. You’re succinct and know the technology and just might own 10% of the company by now. I get way more out of your posts than I ever have from anything done by MZ. Thanks and keep it going.
Ok, that’s allowed. He’ll need a good pair so he can clearly see the company’s market cap take off. Reading those statistics can be tough on the eyes.
Yeah, but that spendthrift Michael Lebby might just go out and buy another white shirt and tie instead of wearing all those black crew necks that WE already bought! Man, the company gets listed on NASDAQ and they squander OUR hard earned bucks on travel and white shirts! He’ll probably go out and buy more Legos too!
Yeah, not only that but Lebby went out and bought a white shirt to wear when he rang the closing bell at NASDAQ! Where’d he get the money to buy that!?! What’s wrong with just wearing one of his usual black crew necks!?! Pretty frivolous with shareholders’ hard earned bucks now isn’t he.
Go Wilmington Blue Rocks!!!
My daughter’s boyfriend played this year for them.
High A ball for my Nationals, who traded away their whole franchise this year...all except Juan Soto that is. I’m ready for a LWLG Rally Party after today’s Market.
Come on Michael. Start announcing those partnership deals!
We were required to wear masks when tracking and seeing the Apes. Rwanda and Uganda have gone to great lengths to protect these amazing animals and if Covid infects them it could wipe them out. In fact, everyone in Rwanda wears masks even in the most remote villages. We had to hike between and thru a couple miles of potato fields being meticulously tended by farmers wielding hoes and even they wore masks. There’s no road directly into the Virunga. Lots of Vaccines haven’t been widely distributed in Rwanda or the other countries we visited, Tanzania and Kenya. Less than a tenth of the population has gotten just one shot but they want it. These folks know first hand what epidemics can do so they’re taking every precaution they can. We had to get a total of six Covid tests just to travel there and between the countries. Still, I’d do it all over again tomorrow. My wife, OTOH, needs a break. Dirt runways and flying on puddle hoppers got to her. One airstrip had the remains of a twin prop that had hit two wildebeest while it was landing back in ‘19. Saw a giraffe crossing in front of us on another airstrip as we prepared to takeoff. Not sure how much of a difference faster modulates are gonna have on these places.