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The bad thing about charting services is that the provider of the service first takes money upfront from followers. Then amplifies his own return at the expense of followers by frontrunning their trades. In this respect it is a greedy abd self-serving endeavor.
I am sharing my personal opinion and somewhat generalizing
The shares I bought today must be in there somewhere.
I believe in certain states in the US they will be restricting the electrical usage of citizens long before they throttle down the datacenter electricity consumption.
I do not think that Mark Lutkowitz Linked-In post would have made it through a peer review process either LOL
One question I have is the way things are playing out whether the 400 Gbps market estimates will be reduced and truncated due to a sooner than expected leap to 800 Gbps?
Thanks for not mentioning Speedo, x
If they are truly being pulled along by demand as is indicated the balanced approach to exclusivity would be to say No. If they are working with multiple foundries as indicated, how can you even consider agreeing to exclusivity. I would be interested to hear thoughts on what would comprise a balanced approach?
My thoughts on exclusivity is that for some of the potential verticals outside their targeted markets they do not have the resources to focus on now, they could offer an exclusive tech transfer agreement with a company they consider to be most likely to dominate in that vertical, and provide them an exclusivity ramp-up period, such as a 1 to 2 year headstart in a vertical we cannot give resources to.
For those within their target markets they should tread very carefully in even giving consideratino to exclusivity, because an exclusivity agreement closes the door to any potential winner takes all, where you could drive a disruptive shift within the industry as a whole, because your succeeded in influencing the roadmap and everyone want to follow it to stay competitive.
Exclusivity response should be "the sooner you sign an agreement, the more of a head start you will have. Here's a pen"
Perhaps if they know that any new foundry will take a 9 month or 1 year ramp-up within the engagement and there is a natural period of time to get them enabled, then an exclusivity period could be considered to cover a natural ramp-up time to the later movers.
NLM seems to be in the race on the materials front, but I would be surprised to see EOP material commercialization without them crossing LWLG Intellectual Property somehow along the way. Those battles are not waged until something is commercialized, so I just need to watch it all very closely.
Yes, perhaps he is trying to lead his upcoming talk, but I would not give him the highest grade on how he is going about the execution, and setup for talking points. Is Dr. Lebby on the discussion panel? If not, it is really a poor way to approach it trying to go after someone who is not going to be in the panel discussion to respond in kind. Those types of actions can backfire.
I completely doubt his sincerity that if a Hyperscaler engineer sung the virtues of EO Polymers, and even if we land a commercial deal with a foundry that he will start cheerleading Polymers. He may well have the opportunity soon, so at that time we can see what tune he comes up with, and whether his tune changes. He perhaps set himself up more than he tore Dr. Lebby down.
Yes, that linked in post seems to be trying to topple the king of the hill, and in a really nervous sort of way on a Saturday. Seems like LWLG Polymer's are making a pretty big ripple these days. He may get his wish soon enough, but I will take a deal announcement any day over that of the hyperscaler engineer strawman that the guy just stood up.
While I believe this is federal overreach, some states have already done this. For example Washington HB 1450 Bill did it, and unconstitutionally declared it retroactive in 2019/2020 timeframe, and several other states had already done it.
I checked american bulls every day this week as they have recommended to short, and instead I bought multiple days. AmericanBulls investing timeframe differs from mine, but it is worth watching for sure.
Taking that as a reference to global foundries. There is likely a fair chance, but I am not one that is beating the drum on being acquired anytime soon.
I also picked up some at that level. When the shorts descend on the board trying to shake it loose is a good time to buy. Also seeing the short interest coming down means they are also using the opportunity to cover. So the real story of this week is the opportunity to buy or cover. As for me, I do not short stocks. Occasionally I have purchased puts for insurance for key times, but generally I am a long-term investor, and I will just buy during periods where the stock is undervalued, and I take profits at various points on the way up.
I have always appreciated the pictures, that prove progress beyond dispute. A picture is worth a thousand words. I cannot say when a huge deal will be cut with a foundry, but when I am shown progress then I am fine being patient, and even buying at times like these. I nibbled yesterday, and may step up the buying today or tomorrow or in the coming days.
I nibble on a pretty regular basis with more of a fixed dollar amount as I await commercialization, and I continually monitor progress reading links, white papers & presentations at the industry events often shared on this board and reddit even though I am a lay person. I NEVER ignore posters that have strong technical contributions, knowledge, or commentary even with negative or dissenting opinions of LWLG as an investment. I only ignore those with obvious agendas and lies. We all know who those are.
Vein, when I hear all this stuff about multiple Tier 1s, and I see the slide from the latest gathering on what Commercial Tier 1 companies are comprised of in the imbedded link from the post below, I still have hopes that we are involved in the GF Fotonix Platform.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174272195
Pull = Hyperscaler that works with a foundry to tell the foundry to produce send them DSP-less modulars at triple the speed and 1/3rd the power using LWLG EO Perkinamine Polymer's that is stable for an acceptable lifetime hours. Foundry says, OK.
Pull = Hyperscaler that is considering their own involvement in the design & production process working directly with LWLG. LWLG says, happy to work with you, and prior to us in production equipment we must come to a licensing and material supply agreement.
Feel free to add other scenarios, as I suspect I have not covered all the basis, but these are two scenarios I am anticipating over time.
Let's just say for giggles & grins that the deal is with Polariton. They have fabulous spec sheets on their website, and also direct customer outreach, and estimated tape-out time periods. We have official communication that we have supplied materials to whoever the customer is.
Based upon recent feedback confirmed in papers (not Polariton), if there is an essential need for in-device testing prior to production, these devices could well be at the customer, and could possibly consumate a delivery & sale. Even if it is a low quantity or threshold in the first year, I would expect at some point during 2024 we might ink some nominal revenue over & above the initial $50k. I feel the odds of LWLG reporting very nominal revenue versus kicking the can are pretty fair. Not sure if I care either way, as I am in this for the foundry deal. But I would also love to see a company like Polariton succeed in an offering and to have them become the new FFIV, as we become the next OLED.
I just added a little more to my position. BULLISH HARAMI is confirmed according to AmericanBulls.
https://www.americanbulls.com/SignalPage.aspx?lang=en&Ticker=LWLG
Might as well add when the trend is your friend...
Since you asked, the answer to both of your questions are TedPeele.
That nails where we are at nicely, MarcoPolo
Yes vein, some risk- no doubt. Only 200 shares bought today. The risk is systemic. There is risk that the Russel in general may be out of favor if interest rates go back up. It is a greater risk with our spend and tax government who may well suck the life out of the US economy and the greenback. If we commercialize we will do fine and become a safe haven, if not we go lower. I plan to evaluate at the ASM, which is just around the corner. I hold because I continue to see indications we may be the best show in town.
Added shares @ 3.89. Accumulating little by little. I plan to add a little more at some point this week.
If i do any trading today it will be buying.
I have most of the naysayers on ignore, however, it seems like you could hear a pin drop in here today!
Looking like abysmal decision making of the present to me. I was very happy to be a buyer today amidst all the whining.
Twenty days until my retirement from SAP America where I have worked as a lead technical quality manager providing premium services to clients. For six years I was performing S4HANA implementations as a finance stream lead, and the past two years as a lead technical quality manager providing premium services to clients.
I have only just begun my de-risking activities that will be going on possibly for years to shift into interest streams and dividend value stocks trying to achieve a monthly income stream while retaining my core savings. More of a warren buffet approach. Likely soon I will take advantage of higher yields building ladders in U.S. Treasuries. Also have been getting into some Gold ETFs, and stocks.
While not really taking on any less risk I sold some of my Microvision that I considered at somewhat of an increased risk and I put them in a basket of AI stocks that I felt may continue to remain in favor, but no guarantee. As part of that, I notice all the talking heads trying to uncover and talk up all the secondary stocks that will benefit from AI and quantum computing, for which I also have been putting a stake into a few choices since their values have not yet been realized. For the AI stocks, you have to consider whether we are one the front end of something transformational to take a position in a frothy stock like NVIDIA, but they are a recognized leader and that may be hard to topple - I have a pretty good position that I am hanging onto even at these price levels.
If there is one feeling I get through my research and investments in AI and Quantum computing, is that the talking heads / industry analysts have so far completely missed what may well be one of the largest beneficiaries of this epic technology transformation. Yep, Lightwave Logic. The term "beneficiary" is not the optimal term - we are an "enabling technology" by virtue of our performance, size & cost savings. We are enabling the shift from electrical to optical in a significant way. And we are still under the radar. I even consider the possibility we may someday be one of those boring materials stocks that many people never hear about but just quietly make smart investors filthy rich year after year.
I am quite convinced that once commercialization is confirmed we will see an amazing growth trajectory that could quite easily follow the likes of OLED, QCOM, Nvidia - which one is yet to be determined, but I will accept the growth trajectory of any of these and I have my boat already loaded.
On the right news I will add significantly, even giving up many of the dividend stocks, opting for the value growth that I hope to be confirmed and realized with LWLG. I keep the same close watch on Microvision, which could easily get my re-investment on the right news.
I am beginning to feel good about my purchases this morning.
Thank you, Pro_v12001 I will be the first to admit that I am a layperson in this field. I learn and understand what I can, but truly appreciated those who have a deeper understanding sharing the key points to take note of in a paper that is way over my head. I have a degree in comp. sci & a minor in math, and later an MBA with finance and accounting focus, but only basics in chemistry and nearing the end of my career. Keeping up with technology is becoming a challenge for me but still following tech and investing in it is a passion for me.
I only see a buying opportunity. If you require the masses to be piling on in order for you to buy this is obviously not the place for you at this time, you should study up just a little bit on warren buffet, value investing, and what it is be an independent minded contrarian and having some confidence in your own due diligence. This is how fortunes are made. This price means nothing right now, but it seems like a nice price if you want to make a fortune in the future.
While you have many shills getting headlines due to the rise of AI talking about the need for more nuclear power plants, fusion, fission, and the resumption of coal mining, oil & gas that at least a few folks are likely looking into increasing bandwidth and reducing power needs along the way. Seems almost like an old bull young bull type of situation right now. We will have our day in the headlines soon enough, but I'm just an old bull.
Everyone knows the stock price is based on the commercialization. Everyone wishes we would be further along. I plan to read the paper MDK1 shared. Christian Koos is among the authors. Already I see some very interesting comments, such as the need for encapsulation & the need for in-device testing. If that is needed, and this is now happening how can you say that we are not on the edge of greatness, or the progress has not been made? When you see pictures before your eyes of 200 mm wafers coming back from high-volume foundries with our poled modulators in them how can you say progress in not being made? When you see key companies like Synopsis sending and resending news about our recent progress with 200 Ghz modulators how can you say that major companies are not taking notice of our progress?
I actually require no reply. I will just tell you that If you cannot see these things you are blind as a bat.
My feeling is that we recently made a splash, and the ripples are spreading across the waters.
I plan to attend the ASM to evaluate my investment thesis in this stock, but I could care less whether they get a deal by then or not. I care more about the tems of the deal when it does transpire are on strong terms for our company, and that it is on track to be adopted comercially. The timing in relation to the ASM is for the birds to peck at, but not me.
All I can say is that patience is required, and when the good times role take some off on the way up so you are riding on house money. I believe the good times will come on both stocks. I am retiring at the end of this month. I reduced my MVIS holdings a bit to diversify because my risk profile is changing. But with the right news I will pile right back on. I still hold 95k shares of Microvision.
The first deals are important because they set legal frameworks for future deals. If you noticed on the first commercial deal, it was mentioned the deal met all their criteria. So maybe that was a very small deal, but it accomplished something important. Next a bigger fish. I am quite comfortable that the Dr. Lebby is guarding the henhouse, and soon a lot of eggs will be laid.
I find that there are similarities. And I often find they have similar price action that shows how manipulated the market is. I rode out a 15 cent shareprice and then cashed in big on MVIS. I hold both stocks. The dollar value of my lwlg holdings are about five times larger than my mvis holdings at the moment, mainly becsuse Dr Lebby is a well respected industry leader comparable to dr. irwin jacobs when QCOM rose like a phoenix. I still believe i will do big on both stocks. I do my research and tune out the negative noise.
The highlight for me in the presentation was that he stopped and called out the newest 8x10 color glossy of the 200 mm wafers, specifically pointing out these are coming back from a high volume foundry containing our material and modulators. I always enjoy seeing visual progress of significance that demonstrates progress, and allows you to see with your own eyes that the progress is real. The visual fuels my patience as it shows how close we are to mass commercialization.
The way he worded the discussion on tech transfer, as I perceived his message, was that would be an approach for areas below the red line, in other addressable markets lke LIDAR and Sensing that they do not have the staff to give attention to these markets at this time. From the message it seemed to imply that in the primary total addressable markets they are looking more toward licensing agreements and direct sales so far. Did anyone else listen to the presentation and understand the monetization strategy the same way?
I think it is because we are about to rock and roll as a commercial company.
If there is any consolation it continues to create the perfect storm for the need to adopt eo polymers
I always thought the same. Seems the factory locations is completely politics driven verses common sense.