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For my own review, doesn't O Band 1300 nm require more versatility on temperature extremes? If so, it would seem if you can play in that space it is a pretty strong statement about the promise of our adoption more broadly as well.
KCC07913, on the poling approach, did you come away feeling that the way they achieved polling required Intellectual Property that they developed that would be a moat going forward in the industry if multiple EO Polymer materials are available competitively in the market? Restated, do you feel that poling at wafer scale may require licensing of our IP?
Fir me, signing with a smll foundry while stating we are working with larger foundries alleviates my concern he woukd entertain exclusivity, which is the opposite of ubiquity. The matter seems settled to me.
Worth the trip right there Walter. i hope you would consuder expounding on it in a newsletter.
Scope08, thanks for your level-headed assessment of the situation. It seemed like a good call to me. If I had any small letdown it was that the pre-conceived question & answers specifically asked a question penned by themselves about wafer-level poling, yet still failed to directly answer their own question. But they get a pass for me on the call, and the Q & A was not filled with softball questions.
All the folks selling are the same folks that were whining leading up to this. Anyone who cannot see it for what it is should sell all their shares along with them. Most are deceiptful enough to be saying they are selling when they are buying instead.
Do you actually live in Missouri? Born and raised there, living an hour south of Hannibal, Mo
Carlin, that is a great example of demonstrating accountability, instead of crying over spilt milk. Thank You! I have a cost basis over the current shareprice, so every accumulation is lowering my cost basis.
Please let me know if I complain too much
Why would you wake up and shoot yourself in the foot each day as an investor. You are your own worst enemy.
Thank You, Scope08! Sincerely.
I do not base my decision to buy or sell a stock on the market. I also do not believe in the efficient market theory. I buy or sell based on my research/due diligence and yes - news events and what they truly imply. I am a buyer today. It is a gift. My observation that this stock on good news still tends to begin to be reflected at the end of day, and in subsequent days verses immediately. Much of it is due to the fact that most of the investors choose to stay with a stock forum that has corrupt purposes to begin with, and nobody is willing to go to a forum where meaningful discussion can take place because they would prefer to banter all day, which is really falling victim to the fact that this forum is dominated by negative messaging and they simply choose to argue incessantly. It is a terrible stock forum when you think about it. I do enjoy the moderation that exists on the reddit board and it is a shame there is not more uptake there.
The market makers know this as well, but they cannot fight accumulation in the long run. In spite of this, I like the stock and believe it will be a big winner because of the technology and the company leadership. I know who's posts to read on this board and on reddit, and who to interact with individually and via PMs or chat when I need information. I do not need to reach out to them to decide whether this is good news or bad. It is plain and simple that it is validation of ongoing progress, and this let's the pull side of the market know that they will be able to try out our modulators. It announces to the big tier one foundries that we are not necessarily dependent upon them, but rather, that they could possibly get left behind by not engaging with us on an EO Polymer platform.
I just retired on 4/30 (possibly temporary), taking an early retirement offering from SAP America. After spending the past 8 years on the road, this summer I am putting my efforts into worshiping my God, enjoying the blessing of my family, and putting value back into my home that I can hardly keep up with due to weekly travel over the past eight years. Whether I go back to work this fall or early next year may depend on this, my largest investment since I have some skin in the game. I believe that this technology will commercialize, and yet I plan to spend less time watching the market because my priorities are elsewhere. I plan to keep up on the investments I have placed during the evenings as I have time, but not necessarily during market hours.
My own feeling is that he is not lying about it. Yet I have ignored many liars on this board.
It just might be called, last chance to board the rocket ship. I can just see you standing there shielding the glare with your hand above your eyes. Meanwhile, I boarded the rocket and will be looking you as you get smaller and smaller.
Reanimator's very name on this board announces his intentions openly. He rewords informed and optimistic posts with a negative bias, reanimating everythign to the negative. It is all he has ever done on this board, and he openly is projecting his intentions to do so.
I believe that institutions will know that firstly, this transparency means that they are confident in the ability of EO Polymer's to seamlessly integrate. They will also know that availability on 200 mm wafers, allowing the end customer - hyperscaler, even those that are involved in their own foundry work will be able to try out EO Polymer wafers. They will get by this announcement that the tier one foundries having alternate platforms now have a direct competitive threat to their own innovations, with GF Fotonics being an easy example. If GF Fotonix platform is not already using EO Polymer's we might easily see a renewed interest in partnering, now coming from a defensive position. They are no longer controlling whether an EO Polymer slot modulator can be sampled by a hyperscaler, because now Global Foundries can be circumvented entirely. This is what is easily accomplished through this transparent and bold news release. They would not be making this together if they have not achieved a level of success that assures they can produce modulators that the end customers can test for themselves. It is a huge milestone in the companies history. It will drive licensing success with the tier one's who now are running against the clock. It also paves the way for a direct purchase from a hyperscaler. Such an announcement, even if for a pilot will drive our shareprice to new levels upon name association alone.
I have slightly exceeded my target holdings, and LWLG is by far my largest holding.
Nope-sorry you are sadly mistaken. This is a real partnership, with a real CEO that is not Dr. Lebby wordsmithing producing real EO Polymer slot modulators on 200 mm wafers.
The undeniable truth is that we have a foundry producing our slot modulators with EO polymer's that "seamlessly integrate" into their PDK processes and hyperscalers can now try out the product without the involvement of a larger foundry. Do you understand the pressure this puts on a larger foundry such as Global Foundries, who prides themselves on being at the cutting edge to know that another foundry has become more innovative then they are? Do you understand what a direct threat this is to the GF Fotonics (tm) platform to not include EO Polymer's - and I still hold out much hope that eventually we will be announced as being part of this echosystem as well. Now, I believe such an announcement will be coming soon.
Exactly right. Nothing to stop a the hyperscalers from setting up, testing, and even procuring through AMF EO Polymer slot modulators. This enables product trials, and it puts pressure on the tier one's to partner or get left behind.
It is all in your perspective. It allowed me to add an additional 4500 shares under 4 bucks.
FFIV started out as a small, but nimble player in the market. Due to performance, the demand for their product was there. This is how an amazing growth story begins.
Most of the big winners started out like this. Commercialization of a disruptive technology is not measured in one or two years. It is the nature of investing early in disruptive technology. If you cannot take the ups and downs you should sell enough that you are ok with the volatility.
I was a 5 cent to 2 buck investor in OLED and got impatient - sold some at $10 thru $30 and $60, then missed multiples, jumped back in later at times over $250 bucks per share. I was an investor in InterDigital AND a little QCOM during QCOMs rise after a settlement between those two companies on CDMA tech. I was in QCOM at $10 and sold at $30 & $60 thinking I did great, and I missed all the subsequent rises and stock splits all the while having bet more heavily on InterDigital. Left most of the money on the table for QCOM by selling there. MIssed most of what folks got out of InterDigital after waiting all that time, and bailing just before they finally succeeded enough to reward shareholders.
I got impatient with InterDigital mainly by listening too much to the folks like you that were completely negative about the company's future near and/or far, and me losing faith as well because I wasn't wise enough to tune out those that are here only to deceive, yet it happened for those who were patient.
All it takes is ONE winner to hold on for the growth story. This has potential to more affordably fuel the AI growth story. There is a dire need to reduce power, the incumbant technology is tapped out. It is an enabler that is completely under the radar within the AI community, for now!
Dr. Lebby has been spot on regarding our role, instead of trying to play the AI card like every CEO is trying to do right now as a stretch, he informs exactly what a modulator's role is in the transfer of information generated, but once we land a couple of foundries it is already obvious EO Polymer's are the next wave for reducing power and increasing speed. It is obvious to the South Korean government specifically dedicating a huge investment into materials science surrounding EO Polymers just last week. South Korea is the largest producer of OLED technology, so that investment is a strong statement. Soon enough the AI enabling virtues and it's applications in Quantum computing, LIDAR, medical devices, space exploration are going to make it a story stock too.
I also have been in and out of NVIDIA multiple times and have about $125K in it right now, but I missed much of the growth by not paying enough attention as it built it's AI platform to become the current leader. It could still rise multiples, so I plan to be patient even after missing most of it's run. I also am holding a small basket of AI and quantum computing stocks.
I rode out Microvision through 17 cents, and it rose like a phoenix to $28 bucks and it was my one big success that allowed me to pay off all my debts and left a pretty good nest egg, but at one time it nearly ruined my retirement savings. I still have a stake in it. It might see 17 cents again and it might see $28 bucks again.
You have to be patient and let it happen. Coming from someone who's biggest mistake was selling on the brink of greatness time and again. I can say the same about Netflix (in at $5 bucks, and out way, way too soon & Amazon (a company that never seemed to need to be profitable to succeed bigly). Because no stock's growth story is straight up, hanging on for the long term on a success story is what most people fail at doing.
You will always be able to look around and find a story stock who hit good timing. One day we may be that story, at the risk we will not-such is early tech investing. Sorry, but you cannot pick the day it will happen. And if it is happening before your eyes, you may not be observant enough to recognize it. But if you see ongoing progress, and you see an amazing need for the solution, and you see others starting to return to the solution Dr. Lebby never gave up on, and solved the biggest issues preventing it's adoption, as I am, you should consider giving this one a good bit of patience.
I tend to be a good visual learner. I loved it when Dr. Lebby started putting the actual photo's of the actual slot modulator's on the slides. These were 8x10 color glossy photos of progress! You could tell they were working with multiple parties. And the visual story has not ended. It keeps advancing. He keeps adding more. Now we are seeing what most of the whiny wimps said could never happen - 200 mm wafers coming back from the foundries! We see ongoing collaboration with Polariton and they are hitting amazing strides in their metrics. There website is awesome, cross-linked with references of achievements that include our polymer's along with some impressive companies such as Nokia, and they are housed in a facility owned by IBM if I am not mistaken.
I am excited about Perk 6- more Progress! One of the concerns I had initially that each version would delay commercialization I have come to terms with because of the amazing results that Polariton is today receiving using Perk 3, and the fact that the licensing for A company incorporates versions 1 through 5, likely soon to be 6 (In 2024 according to Dr. Lebby) - they get to work with them all, and the characteristics of some lend them to certain other technologies. Such as one that lends itself to low temperature tolerance suitable for satellite & space industries. It is notable the Armed forces viewed our recent demo.
I am expecting the message at the ASM to be in summary: We are making great progress, we will show you the results so you keep the faith. It's happening. Be patient. If there is more coming from the ASM, I will be even happier.
Not questioning it, really. Just wanted to be sure he is more specific about "the market". I am down a bit, but my timeline for return is further out, so to me this is a period to dollar-cost average as I accumulate. The deals will come when they come. So far, I do believe they are coming and that is all that matters to me right now. For South Korea to jump in with a huge investment in materials research is an amazing confirmation that the biggest companies manufacturing OLED now believe EO Polymer's are the future.
what part of the market are you looking at vein? What Russel index are we in, and how do we compare?
Polariton has an amazing website. I can see them growing into am FFVI or JDSU. I am glad we are a beneficiary and an enabler to their success.
I added 500 shares end of day yesterday and 500 today so far. No sense in letting a trash hit piece go to waste.
I also felt many good questions were answered. They were not softbsll pitches.
I agree with your sentiment on this. However, unlike most I see value in the many investment conferences he participates in, which is over and above what I see most CEOs accomplish. On each one he is telling the LWLG the story to institutions which has grown the percentage of institutionally held shares impressively since our uplist, even considering some of it are for ETFs, or index based holdings. Not all of it is. There are also institutions doing their research that continue to add to their percentage holdings.
I think what he was trying to say is that his focus is precisely where it should be, which I believe it is.
Without a deal I do not foresee or expect Dr. Lebby to provide clear revenue projections that deviate from the YOLE type industry numbers, and any timeline projections are not going to put him in the hot seat on meeting or missing goals, because he nearly was crucified last time, and backed off of giving himself licensing deadlines specifically because of how this board is full of trash posts degrading his character (my own opinion)
Nevertheless, I believe the long-term story and will continue to accumulate between now and the first tier 1 deal. That is my accumulation period. If it presents great buying opportunities it is to my gain. When the deals start flowing I may even continue to buy if it is apparent, or confirmed in my mind that the industry will be broadly adopting.
My expectations are that he will not get more granular than which year at the least, and what half of year at best (which half I will be pleasantly surprised)
However, this South Korea investment into EO Polymers that not a single person replied about by jeunke22 should be a shot heard round the world that it is presently a buying opportunity that will not last forever: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174402345
Someone already saw something somewhere that has led South Korea to the insight that EO Polymer's will be the next accepted technology trend.
On the slide from the youtube shared yesterday the slide shows >3 explicitly.
When you see the battle lines being drawn and Billions being invested specifically to compete in Electro-Optic polymers stating IT IS THE FUTURE, I take it as a strong indicator my money is invested in the right place (and company) at the right time. This is pretty significant news. Time will tell if our IP is such that these SK companies will need to pay to play. Even the fact that companies are spending significant money to jump back into EO Polymer materials is a significant event, and also indicates that Yes, the demand is so great that companies are willing to go back down the polymer rabbit hole AGAIN.
Wouldn't this primarily be because of progress that companies like LWLG, Polaritan, NLM, Silorix, etc., have made? The LWLG spider chart comes to my mind as a reason.
If I were a decision-maker in the U.S. Congress, or a committee determining where funding of the CHIPS Act will go, I would be having some meetings about this particular news event to be sure that the U.S. will come out a winner as well. It can only be good for LWLG to have this significant of an investment specifically looking for materials to compete existing EO Polymer's about to be commercialized.
MVIS IS not currently working with LPC. There are some key differences. One is that their CEO does not have the credentials in the industry as compared to Dr. Lebby. MVIS has quite a bit of competition, but would fill out a spider chart in a superior way although competition is closing in.
Also very notable is the demand for the bandwidth, size and power savings for LWLG solutions are in high demand the world over. Lidar timeline will take longer to evolve and is also tied to legislation and governing bodies. They are not apples to apples in my view.
Over time I have reduced my holdings in MVIS by almost 2/3rds, creating a basket of AI stocks with those funds, yet I am still accumulating LWLG. LWLG does need to execute, and not miss commercialization cycles. Same with MVIS, so some similarities. MVIS took a hit this earnings call, and their RFQs were reduced from 9 to 7 based on low volume deals offered by the two that did not advance. LWLG is working with multiple tier one's, and similarly targeting the approach that will provide mass commercialization in volume. In this respect - both will still be huge winners if and when they land a tier one. Microvision's solution will require a higher capital structure than LWLG once a deal is inked.
It's writing on the wall for the general populace, and there will be black-outs and brown-outs for the citizenry while the corporations demonstrate who is actually running things these days, as it is not the voters or the common citizens. LWLG will help to re-mask the truth for the foreseeable future, if and when it is adopted and commercialized. The leadership in government or the corporations could probably not care less at this point.
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