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How about related to the NUST collaboration?
Proto, one of the finest things about this is that we do not have to worry whether or not the pluggables or co-packaged approach gets the lion's share as we will benefit on both sides. It is a huge implication regarding adoption of our technology, and quite possibly the original meaning of the term "ubiquitous" - was that we will improve the performance in either approach.
It is apparent we are running with the big dogs. Just a matter of time. Blue special is ending...
Loving the line-up, MDK1.
Smart Photonics received 75M in funding from Netherlands to scale up and drive the technology forward. Did I hear thst correctly?
The day Lebby leaves the CEO position will be the day I sell my holdings. You do not know gold when you see it.
It is the market that affords these buying opportunities based upon the timing as it relates to tax-loss selling, January effect, etc. They purposefully dump the market broadly for the bigs to load-up ahead of January. Of course, January effect was not to be had last years but the statistics say this is a buying opportunity and it is usually given every year.
That is a nice clarification. I wish it would have been somehow word-smithed into the update. I think the use of that term, of anything I felt was communicated in the report, might have been perceived negatively. To have emphasized it was purely for testing isolation purposes may have been helpful.
Congrats on your patience being rewarded with a nice purchase price
Dr. Lebby is pretty careful in his words. I look forward to some patent filings made public surrounding this. This is a big deal and they must be in a fairly nice position for him to publicly mention it.
Old news. Already announced as first portion of previously established 100M shelf. Additionally, good terms with a new financing partner moving on from LP.
Juenke, seems to me their front end work is solid, and push is on to see if they can encapsulate using solely their own tech/IP or possibly will require partnering.
For them to shift from front to back-end packaging IMO is very good.
It is a given their will always be a front end focus for added performance and design improvements.
It seems to me our performance is such that high speed computing will be a TAM we will participate in, but I do not have the industry knowledge to know if this is implied in his performance and speed statements.
Personally, I think they have some wiggle room with reg FD by saying Operationsl instead of Complete.
I am depressed to awake and see any posts still going on about book value. This board plays into the hands of TP to the nth degree and he absolutely loves it. I think you should remove it from your posts as it is counter-productive to even mention. You are being played.
Put the guy on ignore for once. There is a better life on the other side.
The current job req at Polariton disagrees with your statement, Punkin...
https://polariton.odoo.com/jobs/detail/software-developer-photonic-integrated-circuits-80-100-33
From within the job recquisition:
"We are about to launch our first product based on a novel electro-optic modulator"
Get a life!
One key element of my investment decision in LWLG is that the company is being run by an industry leader. These Chair positions, and speaking invitations with other industry leaders are not available to all who raise up their hands. His network within the industry is broad and deep, and not just because of Dr. Lebby, but because of the leadership team he has surrounded himself with to guide this company forward through commercialization.
There are pure LIDAR company plays out their. One method of valuation is to look at the shareprices of those pure play companies, as some are slready revenue already from non-sutomotive applications.
There stock prices have not been discounted to zero. The industry knows it is coming and the revenue will be large for the winners or those supplying components, materials, or enabling technology to the winners.
I have given many years of service implementing a large ERP system. For every consulting firm or the mother ship company compensation has consisted of base salary, bonus, and RSUs.
The CEOs and leadership of the company had much larger grants and added incentives I did not. It is this way with nearly any tech company.
The rewards often with early stage companies lean toward stock-based comp, but cash has also trended recently as component in many comp plans as they are geared towards talent retention and cash provides more certainty or stability in a volatile market.
You should cut it with the corporate welfare BS and straight-up lies. Try for once looking at it terms of their leadership and recognition within the industry; the years of dedication trying g to make a technology viable where many tried once and abandoned their efforts.
Let go of the fact that neither you or I have these accomplishments, and even so appreciating without envy that we as shareholders have the good fortune of having them finally introducing disruptive tech to lead the industry forward for the next two decades.
They earned what they recieved.
Best to you, Polymer Paul.
Those are valid reasons if you feel the glass is half empty. I have recently been buying.
I view LWLG as forging the way with the foundries, while building and expanding their IP moat as only the leader of the pack can do.
I put trust in their significant scientific leadership committee and would much rather see them secure ownership of strategic ALD IP than to license such technology as an ongoing drag on their profit margin.
I believe their tech is disruptive and now with ALD in OUR bag, and our PDK I am in this for the long game.
You may or may not get your bargain, but hope to see you back in time for take-off.
I believe it is an At-The-Market instrument. The timing of the sales will be whenever LWLG instructs them. And they have an option of not using it at all.
Two things are shown here.
1) They listened to shareholders who wanted them to finance outside of a Lincoln Park financing.
2) Again showing a conservative approach by only pursuing $35 Million of a 100 Million Shelf offering.
The QCOM IP following settlement with IDCC, not to mention OLED IP was strong enough that everyone followed.
My hope is that our "freedom to manufacture" statement speaks to the similar strength of our IP.
I also feel a PR would be needed. Dr. Lebby continues to methodically check off the boxes, and I personally feel there is more to come.
Additional boxes checked is to obtain financing from a source other than Lincoln Park.
If positive news were forthcoming I would want to have the at-the-market facility to be in place to take advantage of high stock
prices in the case of validating news and a possible short squeeze.
Would live to see foundry names, but not holding my breath on that.
Lifetime hours results. There will always be in iteration of improvement that they will be waiting on them. So they can give speed, power, and other info earlier.
My sources are telling me that your sources are spot on
It would seem prudent for this new status information on the slides to be pointed out in a news release to be giving the information consistently to the entire market, for the sake of Reg FD. Better to be cautious and come out with a release highlighting this status, because it could be perceived as material information.
I sold out IDCC along time ago, likely before many others. But you all likely made more money. I did find some good investments along the way. Tesla, Microvision, and LWLG have been very good by taking profits along the way, and reloading.
I still invest in MVIS and LWLG as my largest holdings.
There are a growing g number of Microvision shareholders that also are holding/adding LWLG
Eagle eyes there on the bottom run of the proposed latter being pulled forward. Thanks for sharing Old and New. I used up my dry powder adding shares today. I am elated about the progress this year with the foundries, their industry networking and leadership (a strong investment case), their PDK status, and strengthening their IP.
They are forging the path here and protecting it along the way with a patent moat.
These guys are not only meeting, but beating their own roadmap. I believe in my review of slides they still mention when referring to 120 Ghz(?) <-maybe wrong unit of measure-that there are measurement limitations so I will look forward to upside surprises as they pursue the single lain Holy Grail.
Is the slide where they say they are very active in high speed compute and AI new info and emphasis? A very large TAM.
I am not sure on the math of the 4 PDKs, but a minimum of 2. I agree this validates that it is real and it is happening.
Slide 27 of the Sequire virtual presentation in my view provides the year-end update unless something additional occurs, and I have no doubt there could be added progress as they mention they are meeting daily with foundries, and have already received back prototype devices that are under evaluation - and that the PDKs have been delivered and are in use by the foundries.
Personally, when I review slide 27, I am absolutely happy with the status given on that slide and it fits well with my investment horizon.
Nice to see a respectful interviewer, that appreciates Dr. Lebby's contributions to the photonics industry. A very nice overview of the panel discussion.
I can tell you that nobody is dumping shares on the bid, because I am the bid and it is just sitting there with absolutely nobody dumping on the bid.
I rest my case...
You must consider the source.
Microvision acquired IBEO assets this week that gives them FCMW Lidar IP.
Photonics Guy. Also raising you up in prayer.
You are spot on, hence why they do it. Wall Street is mainly setup to fleece retail investors.
The diamondoid patent I think opens up an application in photocopies if memory serves. I believe that implies solar panels, among other things.
Together with the new devices made possible with the newly acquired patents the growth trajectory of this investment is staggering.
Hi Fruno. If memory serves, the Dianondiod patent mentioned that the intentioned opens the possibility o
I bought 3k shares today also.
You forgot hormone blockers