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I appreciated a comment from the Reddit LWLG board on the timing of revenues. This poster was a founder of the MVIS reddit, and I think geo_rule and KC may now be moderating the LWLG reddit board, as he is also an LWLG shareholder now. I also still hold both stocks for the sake of diversification
[–]geo_rule 9 points 18 hours ago*
That feels to me like funding somebody's related NRE (Non-Recurring Engineering). Doing it as a loan feels strongly like that somebody feels really confident about being able to pay off that loan from future revenue related to the project, plus ROI, and sooner rather than later.
". . .a maturity date of March 31, 2023". You don't do a seven month loan unless you expect the revenue to pay it off will arrive by the maturity date.
Longs like me are mopping the floor buying the firesale
I have been nibbling quite a bit lately, and plan to through the middle of next year as long as the bargains last.
I remember when I was working for a small and nimble tech firm called Maryville Technologies in St. Louis years ago. There was a little no name company called FFIV with a superior product. Their stock was around $2 and some of the engineers decided to buy their stock. They were very nicely rewarded, and I wish I had done the same. I do not plan to miss out this time around.
I sold microvision from 5 up to 28/share and soon will do it again. All based upon it's superior tech snd IP. Same revenue history for as many or more years.
Wall Street does not give a crap about the rear view mirror. Looks forward and $20 will be in the rear view again soon enough.
I think credit goes to forztnt2, and I hope I am not mistaken. Someone earlier brought the posting to the board.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170345053&txt2find=polariton
I also listened to it and a mountain is made of a mole hill regarding this interview, and post interview comments. The nuggets came out in the interview.
Separately, the dots seem to be connecting for Polariton in my view based upon the job posting disclosure they are about to launch their first commercial product, specifically mentioning EO Polymers.
That public disclosure is a gift for those who care to pay attention. I have a feeling some of the FUDsters are buying as they spin their web right now.
As for me, I added 2k shares today and loved the interview beginning to end.
I added 2000 shares today in a 500, then 1500 order.
I listened to the whole thing and there was nothing negative in the interview. Good times ahead.
That is a beauty
Yes, I have been in/out, but the ARM acquisition that fell through, primarily over the chinese joint venture that claimed IP go-forward ownership has me on the sidelines.
Somehow POET management would have to in some way explain how that could not happen in this case in the case of an acquisition.
Otherwise, investors would have to be clear that POET is an investment with a sole investment betting upon the success in their given JV structure.
Not saying that the structure is bad, it just is the direction they have taken to pursue financial success. Investors are obviously fine investing in that approach, but it is not a tailwind for them in today's political climate and battle for dominance in the chip sector.
Since you understand the science so well doesn't this discussion only surround the Polymer Plus approach in the first place?
Lightwave Logic has publicly discussed three implementations of its polymer-based modulator technology – a standalone Polymer Stack modulator device and two methods of integrating the polymer modulator capability into multifunction photonic integrated circuits (PICs) based on either silicon photonics or InP. In the integration case, the Polymer Plus approach sees the polymer added as a layer of the wafer, whereas the Polymer Slot sees a smaller amount of polymer laid into a “slot” within a wafer layer, surrounded by other material.
Aren't we also working with multiple foundries on the Polymer Slot approach?
I still disagree there is a polling problem in the first place, but let's be sure to clarify where your argument may properly apply. I realize that is not in your agenda, but being more specific would add to your credibility that you do know the science behind LWLG tech. This admittedly coming from a complete layman. "I Know Nothing!" a fav quote from a TV series I used to enjoy as a kid...
And yet it must still be amplified, which suggests there is yet another application for using Perkinamene to increase speed and reduce power.
I once posted a link that provided the wafer sizes that various foundries worked with. I wonder how much knowing this would help narrow the field, and actually given they are working with 5 foundries with 2 on deck I am not sure I could consider that statement to be applicable across all foundries they are dealing with.
You are very wise, TheMaude
How you all can make light of these upcoming speaking engagements where the only speakers chosen are leading the field ought to be a little embarrassing. The money most of the longs have made is only a byproduct of their scientific achievements.
I think the hedging and reducing risk also could have as much to do with financial terms. The first deal is important in that regard, so getting the best terms regarding tech transfer, material supply agreements, etc., are all important and working with five foundries with two more in the wings is a great way to go for maximizing shareholder value for decades to come.
One of our recent patents - I believe the diamondoid patent, brings up potential for our own goo to be used in photovotaics, I memory serves.
It is one of my pastimes and something I look forward to doing a bit more in retirement as I keep up with my wood stove. I go through just around 20 chords a year heating my home. When I get too busy, or too much travel I have the local mill bring scraps by the dump truck and several of those are my alternative to get through the season.
With the stresses of work I think it keeps me alive. Alot of time for thinking while staying active. My left hip is just about wore out so I am going to have to check myself in for a new part soon.
I have been traveling to my client in New Jersey almost every other week for some months. Wish I had those type of contacts...
Shorts specialize in twisting words, and flat out lies. It dominates the LWLG board these days. With the broader market concerns it is really not surprising at all.
When he is providing photo's now for some time and numbering the foundries, that is the real deal. To fake that would be illegal. You can lead a horse to water...
In my view, this just shows the kind of head pressure that will immediately explode into a short squeeze when confirming news does occur. You will see a doubling of new institutions, snd also a doubling of the percentage they want to hold. You can't have it both ways...I simply do not view this as negative. Institutions are rather a stabilizing factor for a low float stock.
What really matters is the overall percentage held by institutions, which is quite impressive thanks to their commitment to getting the word out by ongoing participation in investment conferences. Nobody in their right mind should ever criticize those efforts
Nice to see ya back Rkf302.
Love it!
No different really than paying attention to the negative slant you reanimate every post with really - common sense.
Love the Holy Grail slide at 3:20.
At 12:44 on the Technology Roadmap with Timelines slide within the Red Circle, seems this may have changed and advanced. Note only the lighter colors in the Technology Demonstration Legend, yet what is circled nearly encompasses everything, and the color within the circle is much darker - going even beyond the colors of the Legend - in other words - they are well beyond the Tech Demonstration stage. Does anyone know if this slide has changed from before?
You may think if such an event happened that it is of little significance. However, the terms of any deal establishes legal precedent that can serve to strengthen IP and future royalty negotiations. Announcing a smaller deal first may still in the end, and over time be of great value.
You may think if such an event happened that it is of little significance. However, the terms of any deal establishes legal precedent that can serve to strengthen IP and future royalty negotiations. Announcing a smaller deal first may still in the end, and over time be of great value.
I like the new Holy Grail slide in this latest presentation. I think the new hire is going for it. We already have the lead, and we are now hiring to ensure the future roadmap continues to blow away other technologies.
Here is my theory, Pitcook. This coming from someone that invested in PANL/OLED before they had their first deals, and they fought legally with Sony over the tech and it was between a $2 & $5 stock for years - until the first deal. After the first deals it did not take too long to go from the$10 to $30, then $30 to $60 range, then eventually into the $100 & $200 plus range.
I believe in a bear market, many folks are simply reluctant to ride the market down while waiting, feeling that they can still buy in after foundry news at a higher price, while still enjoying plenty of upside.
In my view, there is no doubt that the loyal longs who do not sell - or accumulate now will maximize their return over and above those who sit on the sidelines for a deal. They will be winners by multiples, and in some cases multiples of millions of dollars. It is a risk/reward trade-off at this point on broader market fears and the surety of a deal.
The most impressive thing in today's presentation in my view was Dr. Lebby pointing out the timeline slide and specifically call out for investors to pay attention to this slide. That is about as confident as it gets in my view that they have a deal in their back pocket. Seems to me he used the term "back pocket" once during the presentation as well if I am not mistaken.
Nice buy
I liked seeing the thumbs up by the relationship influencer from Marvell
One thing noticeable is that short interest has been dropping from the all time high. So even the shorts know the chances are increasing that they will be bagholders in their short positions as time marches on.
Relatively-close...love it
Relax, and let it happen.
I was grateful to have finally paid off my mortgagevlast Friday.
It's called - let's hold the ball underwater and see who gets scared enough of the broader market to sell.
Most of my stocks move lock step because it so much more of a rigged market nowadays. When they pull the lever they all move, and retail investors are not receiving the memo on which direction they are pulling the lever.