Hello jeunke22,

May I also receive the email that you are sharing with longs only. You can read all
my posts, not many, and all my thumbs up to see I'm long. I promise not to share
with any miscreant naysayers but with a few longs I have who also own stock here.

My email is: kyleremi19@gmail.com

Thank you to you and to Walter, who organized the meeting with Dr. Lebby for
yesterday evening.

Easy, you grow into ubiquitous.

As Dr. Lebby said, "we don't have the manpower", but we will if we cherry pick the clients they feel gives us the best balance of rapid growth and proper employee management. Once revenue is rolling in, they can hire a larger staff to handle the growth.

Anyone who has owned, started or managed a business has had to make tough choices on expenditures vs revenue when growth is an issue.

Thanks to you Herwig and all the others from across the pond for graciously sharing your impressions of today's Meeting with Dr. Lebby. It is much appreciated!

Here is one small sentence from the LD Micro Conference that I found memorable. Dr. Lebby qualified customers in this sentence and that was reinforced by your statements today:

"As a company of 30-35 people we can't deal with everybody, so we are picking and choosing the right number of Tier 1's, Tier 2's and 3's to engage with."

Even though LWLG is being "dragged" by the end users, not everyone will get EOP's first because of the constraint of manpower.

LOGIN, to LD Micro. You then have to go into one of the active presentations. Well Health Technologies is currently on the far left. You will then need to scroll to about 2:59 and Dr. Lebby's presentation.

I think this article puts the massive data center upgrades and build outs in a proper perspective. One million additional tons of mined and processed copper is pretty unfathomable and we're right in the middle of this mad rush. The need for more electricity, electricity savings, materials, intellectual property, patents, brainpower and competitive edge is evident. The next seven plus years will be one of the most significantly evolutionary changes of mankind.

https://finance.yahoo.com/news/ai-could-add-1-million-152406584.html

So, Lurker, is asking why we don't use one of the big 4 auditors to more fully legitimize LWLG's standing.

How embarrassing!! He isn't aware that one of the big 4, Ernst and Young just paid a $3,000,000.00 fine for ethics violations in Texas AND the SEC is fining them an additional $100,000,000.00. Why? They had flaws in almost 50% of the audits they performed in 2022. By the way, they plead mea culpa.

The entity that fined them in Texas, is the Texas State Board of Public Accounting. They adhere to a far more important standard than the size of the auditor. They conform to Public Company Accounting Oversight Board (PCAOB) which sets the standards for firms auditing publicly held companies.

https://www.cfo.com/news/EY-Ernst-Young-PCAOB-audit-texas-ethics/699796/

In the case of auditing firms, a company the size of LWLG does not need a large accountancy firm. They simply need one that knows and adheres to the standards set by the PCAOB!

One more note. LWLG Director Ronald A. Bucchi has a degree from Harvard and is also a Certified Public Accountant in the State of Connecticut. He and at least one other LWLG Director, Laila Partridge are part of our Audit Committee. Safe to say that our firm takes its accounting to the public very seriously.

https://www.lightwavelogic.com/about-us/leadership/

The items the nitpicking bashers bring up are becoming increasingly foolish and desperate. This is simply one example of that.

Good question.

My guess is while they're checking the reliability of the product to ensure
an expensive purchase of millions of modulators will last, they want to
make sure the company that makes a very rare and valuable material
will be around to provide all the materials they need. Dr. Lebby stated
in the video that he doesn't consider the data revolution/explosion to
be like the Dot.com boom and bust. He thinks they're "real and they're
spectacular".
(Seinfeld)

Agreed, there's nothing to be upset about. He basically told us LWLG can answer
customers questions in the affirmative and we're ready to go. Not a world changing
video but a solid bit of information.

Watch the Benzinga video that many here have been bad mouthing but actually has
some nice nuggets for we investors. Lebby said customers have three main questions
for LWLG. They are as follows with the time on the video listed to the left:

The reliability issue is no longer an issue, period.

Lebby's quote from this morning's interview:

...."when I talked to you last time, I talked about the interest in greater reliability
and that is still on the table and still being discussed and with our lab expansion
we had last year we really accelerated, that's something that we can provide
good feedback".

Any potential client gets "good" feedback on reliability. Reliability, like poling like polling once
was, is history as a problem.

As usual your post is BS.

I live in Utah and have been to Moab hundreds of times and they are not shutting down Moab.
Moab is a small, thriving, rapidly growing city. It's an entity that is healthy and will continue to be so.

SOME of the trails around Moab are being closed because of people like you, who know no
boundaries or self control.. The lesser intelligent and entitled are driving off trail and over cryptobiotic.
soils and other irreplaceable flora that hold the sandy soils in place and stop Haboob type events from
happening in an arid desert region.  There will be some closures in the areas of Gemini Bridges,
Labyrinth Canyon and to the west. There will still be hundreds and hundreds of miles of trails open.
High wind events can remove several feet of un-protected sand in a matter of weeks if CB
soil and native vegetation are destroyed. The sand and sandstone formations are incredibly beautiful.
but they come at the cost of a fragile landscape.

Have you ever posted a remotely accurate post on this board?

As we peer into the first year of commercialization, to those who have patiently waited years for LWLG to bear fruit. One of Warren Buffets most famous quotes:

“No matter how great the talent or efforts, some things just take time,” he wrote in the 1985 shareholder letter for his company, Berkshire Hathaway. “You can't produce a baby in one month by getting nine women pregnant.

Thank you. I must have missed it but will watch again.

Adding a graphene layer into a copper cable enhances its conductivity. Hoping that Spectra tech folks are aware of this.
https://www.msn.com/en-us/news/technology/adding-a-small-amount-of-solid-carbon-to-copper-boosts-its-conductivity/ar-AA1lO7Nf?ocid=msedgntp&cvid=72b5e07de86a42a5bd917fe810cf5364&ei=13

BlackRock Says Stockpickers Will Have A Strong 2024

I believe BlackRock has selected LIGHTWAVE as a "select stock"!! 2023-11-13 13F BlackRock Inc. 7,951,901

BlackRock is making the case that 2024 will be the year for active investing strategies across stocks and bonds—and that quality companies will especially outperform the market.

The coming year will be characterized by structurally weaker growth, inflationary pressure, and interest rates that will remain stubbornly above prepandemic levels, said Wei Li, BlackRock’s global chief investment strategist, at a media briefing on Tuesday on the 2024 outlook.

This new environment “clearly comes with risks,” she said. “We do not want to take unintended macro risk. But the flip side of this is that the reward…for being active and selective in this environment is greater as well.”

Jean Boivin, head of the BlackRock Investment Institute, the in-house research arm of the world’s biggest asset manager, said the macro environment is one where investors will “need to steer portfolio outcomes more deliberately in grabbing the wheel.”

But as more than 20 years of data from the S&P Indices vs. Active report—better known as Spiva—has shown: successful active management is rare.

That doesn’t deter Tony DeSpirito, BlackRock’s global chief investment officer of fundamental equities, who focuses on “bottoms up” analysis, or stockpicking, while still being “macro aware.”

“When I think about my degree of excitement for the market, I think returns, probably in line with long-term historical averages,” he said. “But when I think about the opportunity for alpha [outperformance], that’s where I get really excited—the most excited I’ve been in 20 years actually.”

https://www.msn.com/en-us/money/savingandinvesting/why-blackrock-says-stockpickers-will-have-a-strong-2024/ar-AA1l2WVb?ocid=msedgntp&cvid=e729c41f81fc456abe3076412c0c97fa&ei=16

https://www.sec.gov/ix?doc=/Archives/edgar/data/0001325964/000107997323001541/lwlg_10q-093023.htm

Outages at two banks that stopped 2.5 million payment transactions were sparked by a technical issue with the datacenter's cooling system, according to the Monetary Authority of Singapore (MAS) on Monday.…



DBS and Citibank, the banks involved, experienced outages in the mid-afternoon of October 14, 2023 that resulted in full or partial unavailability of online banking apps for around two days – leaving customers and vendors without a way to make payments in a city-state that is increasingly reliant on digital financial systems.

https://www.msn.com/en-us/money/companies/overheating-datacenter-stopped-2-5-million-bank-transactions/ar-AA1jwJMp?ocid=msedgntp&cvid=4fbf67e483f54405b2a6ac5e2a498d9a&ei=15

Tangible assets are probably up because of brand recognition. With partner names like Microsoft and Invidia, your recognition factor moves up substantially.

Very nice find by Lightwave and you Carl: https://www.linkedin.com/in/anaquan

Ana Quan, CPA

-Graduated in three years with a 4.0 GPA Accounting/Finance, University of Colorado a top 100 school in the U.S.
-SEC and regulatory reporting
-Almost 4 years of audit experience with KPMG
-21 years of experience
-fluent in English, Russian, Ukranian and some Spanish
-Filed an S-1 for Frontier Airlines, aka she took them public
-Volunteers to help people with tax filing

She'll do!

Yes!!!

Thank you Steve Schiets for posting Bonnie's LDMicro presentation, you are an essential poster to any success this board realizes.

I think in the last question of the day Bonnie perfectly captures the essence of this security over the last five to six years.
"In 2017, we thought the market is here, in 2018 we thought the market is here, in 2021, we really thought the market is here because 56 gig was ready to go and low and behold, they push us back and skip over the 56 gig and go straight to 112 gig. So now there is really no choice, they have no place to go, they either buy the AEC that use eight times more power or they use AOC that use 10 times the power and is not as eloquent of a solution. So, we see this as a great inflection point and it's really about when Broadcom can get into production. And that's our biggest roadblock it's really about timing with the market. But we are here, we're very confident to be able to serve that".

Look at Settings top right of page, Site Options, Board View type and set it to Classic.

Absolutely we will positively affect blockchain power usage. Just like Dr. Dr. Lebby stated when answering are we involved with AI. We will be involved indirectly by speeding up the process at the datacenter level by helping with current bottlenecks and using less valuable electricity. Any high data use system will be benefited by LWLG's photonics products.

Lebby has stated in the past that they won't share the recipe of Perkinmine and also very importantly, said it cannot be reverse engineered. Ubiquitous and we own it.
10x power savings
30x smaller
3x faster
and continually improving!

PE, is an old measurement metric. PE accounts for the most recent earnings quarter and gives you present earnings/price. For example, you could have an ancient firm like Peabody Energy, ticker BTU. They mine a very old commodity, coal. They're never achieve a knockout quarter but do deliver steady income quarter after boring quarter. PE is under 2. Future earnings show no growth and perhaps a retraction.

PEG is a more relevant metric. It takes into account Price to Earning GROWTH by looking to the future. It more accurately reveals the true value of a company. For example NVDA is in several areas of high CAGR and it has revolutionary products and growth potential. It's PE is over 200. However, the rapid growth rate warrants the high PE because of consistent upward looking future earnings. The PEG ratio however may be around 40 because of rapid growth.

LWLG obviously belongs with firms like NVDA with a very high PE ratio. Can't wait to see how high it gets!

After reading three "initial impression" reviews of SONY's PSVR2, I thought this review nailed it regarding what you accurately described as cable management when compared to version one:

https://arstechnica.com/gaming/2023/02/out-of-the-box-ars-first-impressions-of-the-psvr2-hardware/

More from today's 10K under Our Intellectual Property: As we move forward to diligently meet our goals, we continue to work closely with our packaging and foundry partners for the 50Gbaud and 100 Gbaud prototypes, and we are advancing our reliability and characterization efforts to support our prototyping. We partnered with silicon-based foundries in 2021 so that we can scale commercial volumes of electro-optic polymer modulator devices using large silicon wafers, and we are currently working to have our fabrication processes accepted into foundry PDKs (process development kits). These are the recipes that foundries use to manufacture devices in their fabrication plants.



We are actively engaged with test equipment manufacturers of the most advanced test equipment to test our state-of-the-art polymer devices. We continue to engage with multiple industry bodies to promote our roadmap. We continue to fine tune our business model with target markets, customers, and technical specifications. Our business model includes the licensing of our strong IP and Patent portfolio, as well as technology transfer to entities such as foundries. Discussions with prospective customers are validating that our modulators are ideally suited for the datacenter and telecommunications markets that are over 10km in length. Details and feedback of what these prospective customers are seeking from a prototype are delivered to our technical team.

From today's 10K Part 1

"We are currently focused on testing and demonstrating the simplicity of manufacturability and reliability of our devices, including in conjunction with the silicon photonics manufacturing ecosystem. In 2021 we discussed the addition of silicon-based foundry partners to help scale in volume our polymer modulator devices. Silicon-based foundries are large semiconductor fabrication plants developed for the electronics IC business, that are now engaging with silicon photonics to increase their wafer throughput. Partnering with silicon-based foundries not only demonstrates that our polymer technology can be transferred into standard production lines using standard equipment, and also allows us to efficiently utilize our capital."

What other hurdles are you facing as far as foundry integration?

“When you work with foundries, foundries have timelines, foundries have cycle times and so we're working within the foundries cycle times and their road maps and so that takes time, these things don't happen overnight, as you know. In the IC business, its no different than the IC business except that we have technology that is additive to silicon photonics. So you have to work with the normal foundry cycle. I don't think that's a barrier, I think we're just working through it.”

Lebby comments from the Benzinga interview:

What is the biggest barrier to your technology?

“So I don't think of our technology having major barriers, I think what we have is a we have a really great tailwind pushing us towards silicon foundries and as you know these are big fabrication plants that scale lots of wafers and so one of the things we came out with last year, you know we have a little small fab facilities in Denver, CO, that's 1500 square feet but that doesn't compare to some of the bigger places you see dotted around the world so if you want to get scale of your technology you've got to get it into a bigger fabrication plant so whether you want to call that a barrier or not we're working with the PDK's the product design kits making sure out technology seamlessly goes into these big places so you can scale in volume.

What is the most common question you get from some of your customers?

“I think this press release that came out yesterday is actually more important than it probably reads on the surface, stability, when you're talking about non-semiconductor type materials, like organic materials, like what we have, electro-optic polymers, one question I get asked is, is your material stable, what's the temperature range these sort of things and um I think that gets asked a lot and that's why I believe yesterdays press release was really important and anything that sort or points to a more robust technology platform is always great and so I'm putting my techie cap on right now and ya I think that is a good answer to your question”.

The BOD and we common shareholders are attached at the hip. They own common shares and get options annually. Their interests are the same as ours. What happens to us, happens to them.

Note 7 From the November 15, 2021 10Q

Preferred Stock

Pursuant to the Company’s Articles of Incorporation, the Company’s board of directors is empowered, without stockholder approval, to issue series of preferred stock with any designations, rights and preferences as they may from time to time determine. The rights and preferences of this preferred stock may be superior to the rights and preferences of the Company’s common stock; consequently, preferred stock, if issued could have dividend, liquidation, conversion, voting or other rights that could adversely affect the voting power or other rights of the common stock. Additionally, preferred stock, if issued, could be utilized, under special circumstances, as a method of discouraging, delaying or preventing a change in control of the Company’s business or a takeover from a third party.

Hmmmm, cooling issues with computing. Very surprising. If someone only had a solution for excess heat.

"The boiling vats of liquid that could take computing performance to the next level"


https://www.msn.com/en-us/news/technology/the-boiling-vats-of-liquid-that-could-take-computing-performance-to-the-next-level/ar-AASaQ7w?ocid=msedgntp

Note 7 From the November 15, 2021 10Q

Preferred Stock

Pursuant to the Company’s Articles of Incorporation, the Company’s board of directors is empowered, without stockholder approval, to issue series of preferred stock with any designations, rights and preferences as they may from time to time determine. The rights and preferences of this preferred stock may be superior to the rights and preferences of the Company’s common stock; consequently, preferred stock, if issued could have dividend, liquidation, conversion, voting or other rights that could adversely affect the voting power or other rights of the common stock. Additionally, preferred stock, if issued, could be utilized, under special circumstances, as a method of discouraging, delaying or preventing a change in control of the Company’s business or a takeover from a third party.

https://www.sec.gov/ix?doc=/Archives/edgar/data/1325964/000155335021001032/lwlg_10q.htm

According to OTC Markets, we now have 110,047,649 million shares Outstanding and 106 plus million in the float. These new share totals are less than 100,000 new shares out and don't come close to meeting the shares traded on Friday.

A Dark Pool is just a "private exchange" for institutions. They are treated just like any other exchange in market transactions except for the fact that they have far more influence on share price than we retail investors. Their size can influence price movement far more than can disorganized retail investors like us. Volume has influence.

No, LWLG doesn't allocate shares for Dark Pools. They must buy on the open market just like we do.

If you look at the extreme up and down movements of the share price during any recent day, that is someone accumulating shares. When they push the price upward, some sell as they've made a profit and the institutions buy. When they do a rapid drop in price, they take out Stop Losses of shareholders who don't want to lose their gains. Multiple swings per day allows them to continue accumulating in this manner.

It has been excessive movement for weeks. As the share float gets locked up by long term shareholders and the institutional buyers, the price should move upward until at a higher price, a new group of shareholders is willing give up their shares.

We are in a very good place with this stock.

If an entity owns 5% or more of a stock, they are required to file a Form 13D with the SEC. That is the only way we would know which entity(s) is(are) buying large blocks of stock before February 15th when all institutions must file their From 13F's to reveal ownership status for the quarter.

My guess, is multiple entities are buying ever larger blocks of shares but one in particular is really accumulating shares.

Stating the obvious, the more conferences Lebby attends, the more agreements with foundries and the closer we get to finishing Piloting projects, the greater the pressure will be on share accumulation and price by institutions. There is no way to keep totally secret what LWLG is doing with associate firms.

People always talk and when they get excited about advancements in their technology, they talk even more.

Think of a Dark Pool as an exchange like NASDAQ or the New York Stock Exchange except it is for institutions only. They have been created by and for those large institutional firms and are not available to retail investors. It allows large volumes of stock to be bought and sold without the general public knowing what is happening.

I think it was a buy, however, as crafty and secretive as MM's and Institutions are, who knows.

Thank you for the post and link to Dark Pool or Off Exchange Trading Ghosts. Very interesting info.

Based on your Dark Pool info:

Some very large entity is getting into LWLG as secretly as possible. 36.3% of trades in the last 30 days have been via dark pools or "off exchange". How many shares have been traded off exchange in the last month you ask? 12,277,760 shares or 11.57% of the existing float. This is getting very interesting.



https://chartexchange.com/symbol/nasdaq-lwlg/stats/

https://bullishbears.com/dark-pool-trading/#:~:text=The%20Purpose%20of%20Dark%20Pool%20Trading%201%20Dark,eye%20of%20the%20general%20public.%20More%20items...%20

https://finance.yahoo.com/quote/LWLG/history?p=LWLG