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Take that number of posts times the days in the months, times the six months to eight months or more I have had TP on ignore, and then consider how short life truly is, and you should understand why I put TP on ignore. Life is a Blessing not to be wasted. I already know he is a crafty liar, as was the serpent in the garden of Eden. Once I determined that I ejected him from my life. Life is Good.
Take that number of posts times the days in the months, times the six months to eight months or more I have had TP on ignore, and then consider how short life truly is, and you should understand why I put TP on ignore. Life is a Blessing not to be wasted. I already know he is a crafty liar, as was the serpent in the garden of Eden. Once I determined that I ejected him from my life. Life is Good.
What I like to see from an investor in pre-revenue tech is that we are creating intellectual property on the bleeding edge.
In the case of the ALD process, it is great that we were able to obtain the IP, so it is essentially vertical integration. If there is a competing EO Polymer out there, they may still have to come through the LWLG tollway booth. That could also apply to any companies coming out with direct drive, time will tell. These things do not often get sorted until there is commercial activity from someone utilizing your IP.
Knowing we are at the forefront of commercialization, filing patents, with a respected industry leader in this field, and a prolific inventor himself is a fine place for my investment and i have the patience to watch it play out.
The activity and industry papers with Polariton & Silorix is good for me. In Polariton we have our EO Polymer's in use in products with full datasheets undergoing commercialization, and with record-breaking speeds.
Not giving up my shares to anyone and plan to accumulate as I can.
He will do one of two things with your work. 1. Ignore it 2. Twist & Contort it.
Not I, said the weasel
Rkf as been targeted for longer then that, the guy was doing time in IHUB prison for months. Someone should put TP in the slammer for all the lies and mi-information if we are going to have equal justice.
Could also mean that say in the case of Global Foundries (and say our tech is involved), working as foundry to supply other partners, that LWLG gets material sales from the foundry:
From there you have scenarios such as:
GF has their own design that uses perk that uses none of LWLG designs, possible still requires a royalty depending on IP needed to produce.
GF is producing one of LWLGs designs, such as slot modulator, additional royalty in addition to material sales based on use of LWLG slot modulator design
GF is producing for a partner in the GF Fotonics alliance who perhaps must license with LWLG (a follow-on licensee) & same scenarios, brings their own design or uses LWLG design.
There are many possibilities.
Did I read somewhere that the royalty was based upon Gross Sales? I think so, doesn't that mean that we would benefit from special runs that are higher margin for the foundry - that by our licensing based upon gross sales we are not leaving money on the table that we should share in....pretty sure I read based on gross sales, yet noone has mentioned the implications to my knowledge.
That also means that words spoken at the ASM that they were not going to leave money on the table now has legal precedence in their first commercial contract.
Also keeping in mind with those counts that one previous lead transitioned to licensee coming out of the funnel as our first commercial deal.
You are spot on, Xena. His posts are nothing but purposeful FUD twisting the truth at all tims. I ignored him long ago.
isn't Claudia's specialty from Polariton laser characterisation? Hmmm. Why not join forces?
While i am excited to see the >9k hrs photostability results alone, the following make this well worth the wait and investment risk for me:
>110 Ghz, plasmonic 250
both pluggable & non-pluggable
both 1310 &1550, implying thermal stability
roadmap beyond 3200
Direct drive
We can already add materials in the line-up conducive to deep space conditions, leo satellite, military missile guidance, and in general plolymers not impacted by radiation.
From a TAM perspective ther are no limits, so it is all about acceptance, adotion, mass produceable, and as it rolls the throttle will be wide open.
I believe some advancements applicable to OLED rollout will speed the rollout ramp up for polymers.
Summary: Once in a lifetime investment opportunity.
Yep, also still waiting on MVIS.
2 cents lost his voice due to inflation
Tell that to doctors Irwin Jacobs (QCOM) or Steve Abramson(?)(OLED) LOL
Who in their right minds would sell at this point knowing conferences are coming up and we are getting recognition for hitting metrics records with Plasmonics. I was working for a tech company in St. Louis (Marryville Technology) when all the systems engineering guys were buying stock in the .50 to 1.50 range because they were a startup with a superior product. The company was FFIV. I am sure it made many of them very wealthy. We are about to disrupt an entire industry roadmap.
With the timeines given it seems well worth watching it play out for long investors.
Another one bites the dust. LK-99 is not a superconductor.
https://www.nature.com/articles/d41586-023-02585-7
Congrats on the jailbreak, RKF. I've been wanting to send you a cake with a hacksaw blade in it for awhile now.
This sums up the problem better than I could ever express on my own:
I think I have the answer. Their solution is to require auto makers to allow bi-directional charging for electric vehicles so that when you hook your car up for a charge, if they happen to need the energy at the time they will instead drain your cars battery to borrow your juice that you once borrowed from them, and then charge the car once their schedule permits, or the black-outs are over.
I am just wondering at what point we walk outside straight into the Mad Max movie set, for real!
https://electrek.co/2023/08/08/gm-vehicle-to-home-v2h-bidirectional-charging-capabilities-ultium-ev/
I saw a newsflash the US government is requiring this rollout.
First Intel struck out with Global Foundries and now TSMC. With Intel being a turnaround play, I am wondering now what is going to mark the turn?
I believe that BARD AI engine cannot really distinguish between Lightwave Logic and Sumitomo Lightwave, and it causes alot of misprepresentation. Still bullish on LWLG
It is no doubt an outcome of astute research...
We now have 50k in deffered revenue per ASC 606 revenue recognition rules. To TP, everything is the same until it's not.
In my view the changes I see are Polariton, Silorix.
I am fine if those commercial ventures start out as the first drips in the bucket for revenue.
I still believe GF, and the new potential applications in space and satellite applications are all areas we will see progress in. Lidar and Sensors will become an enormous market from 2025 onwards and there is plenty of money going into that race towards ADAS levels 2 & 3. We fit well within the commercialization window.
We still need a big foundry, and I believe it will come.
I formerly worked 10 years at HPE
Yes, it was nice to hear the name drop. It will be great if we are eventually confirmed as part of this. And it will absolutely be the bomb if LWLGs perk is enabling in both the MZ and the micro-ring modulators. This is still the rollout I am personally hoping we are engaged in.
Everyone banters all day long with hit pieces on this forum. It is just another day on the cess pool forum
With the recent announcement of new board member, that makes two hires now capable of deal making and deal closing, in addition to him stating it is his own devotion now. Personally, I am good with the priority and hiring actions.
I have only been around for a few years, and I can surely see IHUB board posts making that assertion , but at least in my recollection the company management was not misleading, and realistically communicated where they were on the TRL scale, in particular.
or EXPERTS!!! Expert witness are people who have CREDIBILITY
You should not be investing in pre-revenue companies (for which we are no longer by the way). You need to sell all your shares go by blue chip stocks with nice steady to no returns whatsoever, along with a little dividend income. This stock does not fit your investment profile.
Love it.
I also love the following:
Work with R & D to improve the PDK offering in-line with commercial roadmap and the needs of key customers and/or market sectors to ensure that SMART’s foundry-service proposition maintains a leading role within the photonics.
aka Operational PDK. In a sunrise industry, as we ramp commercially, the PDK will always be in development. In my view, an operational PDK means that we are able to commercially ramp.
The PDK will always be changing, growing, and expanding as photonics dominates the next two decades and beyond. The game will be to continue to expand the addressable markets with additional bleeding edge Intellectual property.
It is monthly Opex, and those who wanted to trade the downtrend should have done so prior to today. It is a great day to go for a walk in the park as the action today is as could be fully expected. I have a longer term view and did not trade this month's opex.
Nice! Even though i stay away from the options. That also might put our darling on the radar of additional investors.
All I can say is that it is plausible and everyone should quit jousting at windmills and try putting TP on ignore for the week.
AI won't tolerate it. You know who's gonna get the slow lane bro. All of us sheep gonna get a hair cut...
Says to me we are about to be UP BIG!
Closing near the high of the day sure makes a nice green candle, and a nice setup for tomorrow.
You went from no commercial agreements (which we now have), to no commercial transactions (we also already have). There was an up-front amount, albeit nominal it is still a commercial transaction. So we actually have a commercial agreement with the first commercial transaction already booked.
Last trade shows at 7.70 - might be a really nice day.