What some of us longs do understand from the beginning was risk/reward. Most of us 15 plus year long term investors did what due diligence we could, attended share holder meetings, met with board members, chemists, engineers, toured facilities and of course spoke in person with management.

It's paying off and could pay off BIG with those of us with average share cost basis under 80 pennies.

Jokers who have multiple excuses never to attend a meeting, tour the facilities... can't claim victory with their closed mindedness.

Risk/reward.

The negative nannies of this board are yet to criticize their heroes who were unbelievably incorrect when they claimed the material needed gold encasement, couldn't be poled in a foundry setting, would never be proven reliable and on and on. YOU and your ilk can pound your chests... I'll take the money in the bank any day.

The posters who chased people away with their negativity should be ashamed. Many would have a handsome profit.

We are 95 percent assured of some huge gains.

Take that to the bank...

Jorge

X provided instrumental information over the early years. So for you to show up and throw the "irrelevant" term around is naive at best.

I've previously PUBLICLY thanked him on this board and Yahoo board.

I've also openly criticized some of his connect the dot stances.

But overall, job well done.

Having met him in person at several annual share holder meetings, he's not my type of personality to be around. But he's made me some money by keeping me doing my own due diligence over the years and keeping me INVESTED.

He's been more right then wrong.

Big revenue coming in 2027. I had hoped for a buyout amount of 53.42 for years and posted that number many times. I no longer want a buyout for anything under double that.

Thanks "X", Jeunke, Walter and a few names I've missed. Proto deserves some praise but drove me nuts with too many cut'n pastes over the early years 😵‍💫.

👏👏👏👏

Jorge

He should be apologizing to all those "new investors" he and GP were discouraging to buy when it was under a buck. GP consistently said it was going to a nickel. Ted also said he would be a seller at 4 bucks. He posted it would trade between 1 and 4 until the end of 2025. Funny, his memory becomes foggy when I repost HIS words regarding the sell at 4 bucks. Shame shame.

This last hire is huge news. People need to wrap their heads around the fact he moved away from a huge company to join a relatively small one. What does he know that we don't?😉

For the longs...I wish Sgt Schultz and tightminiskirt would resurface... 🎖️


Jorge...🤑

O. T. Silver

As a gold /silver buff for years X, I follow it fairly close. Physical gold/silver is important to own and take possession of and it's not too late. The newest portfolios, suggested by investment advisors, for us older investors is 60% stocks, 20% bonds and 20% physical prescious metals.

China is NOT banning the export of silver. They ARE requiring exporters out of China to be licensed so the government has strict control of to who and where. One could argue they are not allowing exports but that is not true. I'm SURE it's mostly aimed at not allowing exports to the U.S. or European military manufacturing or competition such as Tesla.

Silver up last year close to 150% in 2025.

The world's mining companies are not producing enough silver to keep up with demand and have not done so for the past 5-6 years. Supply is shrinking...think about supply/demand.

Sorry for the off topic ....

To my fellow Lightwave investors...think about grabbing some physical silver. It could crash tomorrow but long term it's $$$..JMHO.

Jorge

Wait for it....

He'll soon be claiming, because of his positive post, any share price increase will be a result of his new found belief.

Jorge.

Hang in there F2. You and I have been here a long time. I'm on board with 90 percent of your thoughts with the last few of your posts. The plunge was FRUSTRATING but after analysis looks positive long term.

I bought more the day before the recent plunge so feel your frustrations. I suspected we had a bottom around 4.

My gut tells me we have to tough it out thru 2026 and then we'll be 100 percent in the know and solid. Few more in stage 3 will bounce us back above 4 or 5 fairly soon, just my opinion.

Christmas/family/snow (argh to the cold) is my focus for the next week.

Hope college is going well for yours....


The bounce back is coming....

Jorge.

Newbies,

Ted claims impartial but in reality he has tunnel vision to anything he can perceive has negative.

Notice how he has consistently criticized anyone who has offered their positive perspectives with the breadcrumbs they had to work with.

Newbies, your RED FLAG with him is his lack of criticism towards his homeboy (Pumpkin) who has been recorded as wrong for more than 20 years. That's all you should take a good hard look at. Pumpkin has repeatedly said things couldn't be done or would not happen. He's been 100 percent wrong. Ted has been silent on his homeboy. Tedd isn't who claims to be.


Jorge

F2,

Your memory may be better than mine.

I stand corrected.

Regards,

Jorge

MY outtake,

Brief and nothing exciting, but that is almost to be expected for these type of investor updates. Anyone hoping for more, other than bread crumbs, will be disappointed.

Biggest reminder is we are not the only game in town... we have competition. Polariton; we are not exclusive to providing Polymers to their company.

Something like 15 in stages 1 or 2 is positive. Those can accelerate rapidly into stage 3 (imo).

Two (3 total with Polariton?) announced in stage 3 and we have another month to get a third ADDITIONAL to meet the previous goal of 3-5 MORE by year end. Disappointing if we don't get the third, but not a game changer.

It's definitely not a kick the can down the road presentation. However, 2026 seems like we either make it or not.

Thank god we didn't hear "I'm really excited" a dozen times. He's pretty direct and to the point. Answered the presented questions with the exception of getting to 3-5 by year end.

My take....nothing to get overly excited about but the news this morning was a WIN.

Jorge

MM's ability to keep this down?

Both X and F2 seem to believe this will be manipulated down?

Both are probably much more well versed than I am in their (mm's) abilities, but with 32 plus on board I can't see it last but a few short (no pun intended) hours.

I've got a small buy order in on the news and can't believe others don't jump in on anything under 5 bucks.

I wish I had more dry powder.

Ted will initially jump on the good news as positive but over time will figure out how to sour this tremendously positive news.

Congrats longs... we've earned this day.

Jorge...

"do you guys even follow"...

Jeez, do you have any business sense or understanding of the complexity of starting or ramping up production of rare earth minerals?

Your ignorance is blatantly obvious. The impact of the agreement could take years to actually effect the supply of these minerals.

Do some thinking before you post garbage. You've embarrassed yourself yet again.

China controls the supply chain... period.

Jorge

So WHO was it again that said they'd be a seller at 4? Someone who prolifically posts about how right they've been. Someone that COULD have gotten in under a buck but boasted it's better to wait until theirs an announcement. 🤣

That same someone that has proclaimed their last post and leaving the board forever 3-4 times in the past. 🤪

The same someone who had at least one alias, sneakily posting to support his other board name. 😎

Hate to copy another poster (X), "but you can't make this stuff up". 🥱

Jorge.

Well, well, well,

Look who was proven WRONG again. Didn't we hear over and over, ad nauseam, the trading range would be 2-4 bucks through the end of the year (or was it 1-4?). Didn't we hear when it hit 4 people should be SELLING.

He'll have his typical, but, but , but response.... but the FACT is he was wrong, AGAIN.

George

Super....

Actually a well balanced post with a few notable exceptions.

You left out the "haters" who hate just to hate. Nothing ever positive enough for them.

Calling a group of long term investors a "cult" also shows a bit of buying into the haters terminology. Most of us longs recognize the faults of the company and though we don't vocalize them on a public message board, we DO address these issues with management and attend share holder meetings to directly confront them. So I think "cult" is falling into the category of believing in the nonsense of the haters.

You've nailed it on X and Proto. Met both at ASH and pretty much avoid both now. X is well meaning but.... meh. He'll occasionally admit his mistakes, proto never

Anyhow, plenty of good people on the board, KCC, F2....

Yup yup yup, we've been lied to by management but I'm in it for the long haul.

I personally pushed Lebby about polling issues and he wasn't happy but eventually provided a reasonable reply.

Cult member... Jorge (2008).

Finally,

Had to put another on the ignore list SIMPLY because of his self gratification of telling the world how right he's been over and over and over. Jeez.
Now he says he has and has had a financial stake in the Company for years but in the past he was just here to protect and enlighten new comers.
I consider myself somewhat open minded for apposing viewpoints but ... c'mon.

Jorge

Yup, new poster and user name created as of July 19 at 1:45 a. m. For someone that doesn't know how the "tech works", has some pretty complex questions. A QUICK further search using your chatgpt would have answered your questions.

I only searched out one of your questions which Jeunke already informed you of.

"No, JEDEC-level stress test results are not usually public knowledge.

Here's why:

1. Proprietary Information:
Companies treat detailed test results as proprietary because they reveal specific weaknesses, margins, or design choices in their products. Sharing those openly could help competitors.


2. Customer-Specific Disclosures:
Results are typically shared privately with key customers (like big OEMs or defense contractors) under NDAs to prove the part meets necessary standards.


3. Certification Statements, Not Data:
Publicly, companies usually just state that a part is "JEDEC qualified" or "meets JEDEC standards." They don’t release the raw data, detailed failure rates, or test specifics.


4. Competitive Advantage:
Publishing data on how robust or fragile your parts are could negatively affect market perception if competitors keep theirs private."

I'm leaning towards you indeed are someone trying to cast doubt where there is no need.

Hoping to hear much more from you in the future to clarify your true colors.

Back to my silent mode....

Jorge

Always good to hear from you F2. Coming up on 17+ years "invested" here. Yikes.

Always hold a nice core position but I was on the wrong side of this week's swing trade.

Lot's of new names on the board. Most of the regular posters have become much more silent. Too much nonsense by the know-it-alls who are never wrong and are always patting themselves on the back for their "I told you so" posts. I don't get people who need to be "recognized" on a message board.

Anyhow... we haven't crossed the finish line yet but we are close.

My buyout price target remains $53.42 a share.

Best to the ULTRA-longs.

Jorge.

Unfortunately, no where in the article does it mention polymers.

Anyone can read between the lines and hope polymers are being used, but nothing mentioned.

The slides showing Nvidia racks at the annual share holder meeting makes one hope...

Buy order in for another 10,000 shares under a buck. I believe the new CEO will get it done.

Still a believer but I'm fully aware companies ARE testing other technologies other than ours.

Jorge.

Good to hear from you F2,

Progress certainly not as fast as I had hoped but it's almost June! Three to five more in stage 3 by year end is fantastic news.

Thank god we didn't hear over and over and over "we're excited".

Jorge

I thought you were European?

Can you please keep your personal opinion on politics off the board?

Jorge

Ted claimed there were two BIG reasons a few days ago. His terminology was "BIG".

Neither of which is a BIG problem. There will most always be hurdles.

Some people search for issues they foresee as big problems. Lightwave has continuously solved all of the issues over the years.

I have no clue what the hold up is over partnerships or deals. Neither do the negative posters other than their personal negative perspectives.


Of course he'll chirp in.


Jorge

Your two BIG issues are not "BIG" to some of us.

As you yourself said the interaction between the potential "partners" is about data. You are correct in that we don't and can't know when the data will be enough. Could be weeks could be months. I don't see it as a BIG issue. Data, data data. I see it as a strong positive they are asking and it'll happen.

Next you say it's a BIG issue to find a foundry that the potential partner will work with. This is again not a BIG issue. Maybe, as you claim, only one has been successful to date but hardly equates to bigger foundries needing to start from scratch. Engineers at Lightwave logically learned a lot working with AMF and others. I'm also in the belief that AMF would probably be happy to share their process to a larger foundry for the right amount of $$$. ANY large foundry could be up and running producing in record time.

You need to think more out of the box for success rather than everything is doom and gloom or impossible to get done.

All of your posts are mostly looking for the negative and as I predicted the naysayers would nit-pick the presentation apart.


So ..
I addressed your BIG issues and as usual you can have the last say with your negativity.

Jorge

Conference Call

Reference the upcoming conference call with a questions and answer session. There is ALMOST nothing that can be said that will satisfy the naysayers on this board. Be 100 percent prepared for the negative nannies to pile on over the weekend/following week.

There are almost no posters that openly confess them being short. THINK ABOUT THAT. It's their strategy to nit-pic the company do death claiming to know more than the rest, challenging everyone and everything.

Read a few articles on shorting strategy and public message boards. Some of the classic methodology is used here. They are NOT here to save you or I money, spending hours upon hours on an issue with no money at stake.

I'm not a fan of the over exaggeration of the "shorts days are number" neither.


I hope we get some clarity on Thursday but if it's a muddied mess, we'll here it from the negative posters to no end.


Tequila Jorge...

This is the exact quote from your post:

"Shorts BS days will be ending Jan 9th".

You and you know who are gifted at ignoring your own words.

My point is you both use extreme claims as if they were fact.

Now you say we will find out January 9 who was right.

We will see if the "BS days" of the shorts are done come the 9th. That was and is my only point.


If some basic issues are not specifically addressed and answered, the shorts will have a field day.

I'm done with the issue until the 9th.


Jorge

#you both are organically hyperbole experts.

I won't engage with you in your bullet point attempt at another prolonged argument.

Some of your points are very valid. Some are based on conjecture.

Many of them are highly opinionated thoughts based on your interpretation of events.

Unfortunately the company HAS failed in any form of meaningful transparency. I blame both JM and ML.

More of the same on Jan 9? I don't know but have little faith in anything substantial, which will give the naysayers more ammo.

I'm less confident than I was a year ago however it's way to early to jump ship.

You are welcome to the last word as I won't enter in the argument you want to have.

Again, agree with some of your points. But unlike you and Proto I'm not here to convince investors to side with me. That's the REAL nonsense.

You are more than welcome to yell "victory".

Jorge

# I'm here to make money. Not messenger board amigos.

Proto, your claims of shorts BS days ending Jan 9 is again over embellished. Please stop.

There MAY BE some tidbits of useful information but unlike most here I don't expect any ground breaking news. In fact I think many of the questions will again be sidestepped and give more ammo to the critics.

Be realistic and if we get some good information it'll be a bonus. But the continuous deadlines of the shorts being doomed is as much nonsense as Ted's nonsense.

Jorge

Ted, your thinking on why Lebby left, either forced out or he "retired", is backwards as well. Your narrative always leads with the negative viewpoint of why things happened.

Clearly there was some type of disagreement, FOR WHATEVER UNKNOWN reason. He didn't announce his retirement in advance. That tells the story.

So you believe one of the leading scientist was discharged prior to the technology not being ready? Makes absolutely no sense. He was booted/left because deals under his leadership were lacking.

I don't know, nor do you, how far along they are with the design. I'm convinced the MATERIAL(perk) is 100 percent ready. The value is there and it'll take someone or some other partner to get all the moving parts in place. I SUSPECT Lebby also knew the underlying value of Perk even though getting it implemented quickly is taking longer. He wasn't willing to take some low ball deals because of his strong conviction Perk is key. That's why we heard ubiquitous over and over.
I think he was a bit stubborn and it cost him and us.

You'll pick my THOUGHTS apart in your typical negative manner as I also have no inside knowledge.

The science is too complicated for me and I don't have the desire to study the issue. You also have little to probably no formal education in the subject matter and throw numbers out that are probably IA generated.

It took me until now to digest what happened. Scared the hell out of me and not happy with the S. P. but the board hopefully acted in our best interests.

Looking forward to a solid PR coming. Lebby's worst trait was not communicating effectively with us

Good luck Ted

Jorge

When (not IF) LWLG gets bought out little 'ole SilOriX is going to have a sh*t storm on their hands when someone with deep pockets goes after them.

Let that sink in.


You worry too much.

Jorge

Steve, with all due respect you are starting to sound like an idiot. Truly.

I'm an optimistic person at heart but a certain amount of pessimism does wonders.

"Every job looks easy when you are the one not doing it".

"The most important part of a plan is planning on your plan not going according to plan".

Hans Rosling put it differently: "I am not an optimist. I am a very serious possibilist".

I'm totally on board with the overhype by some of "it has to be our material".

As I've said before, Lebby and co. are pissing many off with their lack of transparency.

But again, you're overboard with your sarcasm.

Jorge.

X played a small role in me investing long term in this starting around 2008. So I'm in for the big part of my shares sub . 60 in a Roth.

X hasn't been right in many of his predictions over the years, such as we'd be bought out (2014?) repeated over and over. Don't agree with his constant the "shorts are screwed" posts with X amount of days to cover B. S. either. But that's his thing.

That being said, glad to see him and others PISSED. I can handle delays but what does PISS me off is the lack of communication from Lebby and Co.. Lebby has promised to improve his communication to US shareholders who have stuck our $$$ into this venture. He owes us that with his salary and bonus.

Tell us WHY THE DELAY LEBBY! What's the stumbling issue? I've been to share holder meetings and put the effort in.

This is nonsense.

Went into my piggy bank and added a whooping 90 shares today. Just because.... 🤑

Hanging tight....

Jorge

Prime example of you Ted always spinning things to the negative and you claim to be centered.

The point (my take) is it's not only passive managed funds invested. Someone in the firm made the argument to invest approximately $900,000 and management gave the green light.

Soooo, since you attempted to be clever with the little impact it would have on the fund IF LWLG went to $0. How about what impact it would have if Lightwave goes to $20 or say $50.00. Maybe a little more balanced in your one sided argument?

Please Ted, not many are being fooled by your negativity.

What was your alias you used to post here? Just curious, since you claimed to be an "open book".

Curious George (Jorge).

My observation of you Tedd is you claim to be a "critical thinker" and from reading your posts of late you just seem to criticize anything and everything someone posts positive here.
We all are able to sniff out the exaggeration of a few but it seems you have decided to take on that role and criticize others enthusiasm.

You aligning yourself yesterday(?) with pumpkin as another "critical thinker" was silly. He/she has overly stated Lightwave could never accomplish things that they have overwhelming done. Yet pumpkin never steps up to the plate and admits his mistakes going all the way back to the R33 days.

I can't always connect the dots as others have or see the connections they do. But I don't invest long term on others dreams.

Last, and I'm on your page with this, the reason(s) people posted about why Lebby was absent from the last conference was also unnecessary without some facts. Lebby is as human as any of us and there could be any multitude of reasons. I just hope he's healthy and remains so.

You are not the "open book" you claim nor are you "in the center" as much as you think.

Whatever your strategy I wish no one bad omen unless they are purely posting nonsense, garbage or manipulative messages.

Happy Halloween to all the Pumpkin smashers.

Jorge

Cool, you are an "open book"!

So how many shares and what was your buy and sell prices?


Not sure how "open book" you were when you were posting under an alias is my observation.

All previously discussed topics by you and others here so figure it's an open topic since you brought it up.

And no, before you ask, I'm not as open with all of my swing trades as you. I always hold a large core position and swing trade on much smaller positions.

Jorge

# I'm here to make money, not messenger board friends.

Your trading history makes no sense.
You tried selling a few days ago at 3.02. You said you'd buy back with substantial news. Now you are buying because the share price jumped higher without news?
I was happy to pick up another 4000 shares a few weeks back at 2.80. Your "trading" makes little sense.

Ted boasted either late last year or was it two years already that we'd be trading under 2 bucks by Christmas.
He claims he's never wrong...
I see Stevie and Tedd have become bff's. Birds of a feather....

Not guessing as to why share price is up. Would like to believe there is a "leak", but I discard rumors.

As F2 would say....

Good luck to longs.

Jorge

AND it's been about 8 months since YOU said you were done posting on this message board. Talk about a Pinocchio!

Truth be told you are now limited to one post per day so that's the only reason for your infrequent posts.

Either you believe in the technology, Lebby and the possibility of a huge success or you move on with your life. Simple as that.

The folks that p$ss 'n moan daily and state they have no confidence in management yet remain as shareholders is bizarre at best.

I'm under water with my last buy but that's life🤑.

Jorge.

My buy order is in for 4000 @2.80.
Will see if it fills. I think it will as they try to manipulate lower.

Jorge

Now which pumpkin has said it couldn't be done?


"This is an example of extending the performance of silicon photonics using both plasmonics as well as electro-optic polymers. Further, this collaboration forms an important technology platform for scalability using large silicon foundries for mass commercialization with 200mm silicon wafers. We look forward to sharing with ECOC attendees how the combination of electro-optic polymers and plasmonics can support datacenters around the world which are responding to high power consumption and the burgeoning demand for higher speed data transmission from artificial intelligence, machine learning, and other cloud-based services."

Jorge🤪

"I fully expect LWLG to be trading well sub $2 before year end". That's a quote from a proclaimed educated person.

How can any rational human being state they expect the share price to drop 25% by year end yet stay invested? Doesn't pass the common sense (aka, smell test).

Being skeptical is one thing. Doing due diligence by studying the market space, attending annual share holder meetings and staying informed is normal for investors with real $$$ invested.

Getting your information from a message board and constantly whining (daily) is childish at best.

I have my doubts and concerns but if it reaches the tipping point of having no faith in management or the share price, hasta luego mi amigos.

For the UNINFORMED, it's common for company management to stay in contact with large shareholders. It's also routine for large shareholders to have dinner engagements with small to midsize companies. Just because YOU don't fall into that category, don't fool yourselves into thinking the business world operates differently than your simple mindsets.

Jorge, aka George.

Just read your post on Reddit.
Thank you for making the effort to meet with Lebby and posting your observations.

You are 100% correct in saying there will be the detractors whom you can't please.

Much slower process than anyone thought. But I'm still convinced we have a winner

Only thing I can disagree with you on . Your initial statement about Lebby's willingness to communicate. With the general shareholders he falls short. He has in the past acknowledged his lack of communication and said he would make improvements. In my opinion he needs to do better.

Again, thanks for the post.

Jorge

Reanimator is wrong. Share COUNT (issued shares) has gone up so institutional ownership can in fact go UP at a constant percentage.
Twenty six percent of 100 shares is 26. Twenty six percent of 110 shares is 28.6.


Jeez....

Jorge