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LWLG tried to partner with the academic labs during the Marcelli years. The best thing LWLG ever did was to move out of the academic labs and do their own research. My guess is that there is some rivalry surfacing from Academia in whatever conversation you have had. Of course a lot of what is going on with the business competition is merely posturing for either competitive business or stock trading reasons.
Waterboarding Spam...
Investors may complain but very few are selling and some are buying. The reward/risk for LWLG remains high reward possibility. Each to their own decision.
That's what I thought too KC. The adaptability of LWLG polymer to many different technologies gives it an advantage. The challenge is that change is hard for incumbent technology until they have to change.
LOL... Accountability by Lebby, Marcelli, Atikem, and the company to get it done. That's not much to ask.
Then close them, damn it! I am all for Lebby and LWLG, but where is the accountability?
Lutkowitz sometimes irritates me, but he does have his eyes on the whole industry.
https://www.linkedin.com/posts/mark-lutkowitz-b22abb2_the-only-means-of-possible-success-for-the-activity-7150498150284218368-m_hk?utm_source=share&utm_medium=member_android
Part of the issue for LWLG is that there's so much activity in the EO space that it's extremely difficult to stand out. That's what I see. You can spend every day reading about this industry including big companies and start ups and never finish reading. Atikem needs to get his work done with the contracts. If he can't do it, they need to hire someone full time.
Marcelli hasn't closed a deal in 15 years. His public presentation skills are extremely poor. On the positive side, the company survived some lean times while he has been part of it. He carried the company when it was in survival mode. Zelibor rescued the company from a very scattered approach. He brought some very needed leadership to clarify strategic goals. Lebby is a superstar science/technology guy and has some business skills in vision casting and seeing the big picture. But it takes a team. I just want to see them push forward to the next level on the business side.
I have said a few times that we need a CBO. Atikem is partially functioning in this role. However, it's a little hard to understand his focus. From what I read it doesn't seem like he is focused full-time on advancing lwlg business. What I'm saying is that we need a full-time employee in this role.
Interesting comment on Lebby if true about him not returning calls. Since we are only guessing why this could happen my guess is he's too busy . To my point lately... they need a sharp chief business officer to take care of this kind of thing.
It's completely obvious that they are using LWLG polymer. The question for me is when and how they are selling product?
Let's examine the content in the article rather than the BS you are spewing in your post.
Insane... No rationale for silliness considering that the company is doing their first deals in a multi billion dollar rapidly growing market.
For sure... When I travel to places outside of USA and western Europe I always have the same feelings.
LOL, welcome back to where some other wild things exist.
So Mertens from SilOriX talks about using polymers (PIC magazine transcript, also see LinkedIn). He also had LWLG on his presentation slide (see Steve Schiets YouTube videos). Apparently he can't keep a secret, but you're saying that the big companies are better at keeping secrets???
I will do it. Good idea.
I know people who have died holding shares while waiting on this company. I don't have the connection with Lebby or the board of directors like some people apparently have or I would try to reach out and have some communication. I'm a positive oriented shareholder. I've held shares for many many years and added shares along the way. But I do agree that there has to be some accountability, and if not now, then when?
I believe it. It's time to show me the money.
Bring in an articulate Chief Business Officer. Remove Marcelli. BOD do their jobs. Move the business forward or sell it.
Not hard to find...
Yes, Keysight needs the polymer. SilOriX is using it. These are starting opportunities with more to come. Hang tight.
Read what Adrian Mertens of SilOriX had to say...
https://www.linkedin.com/in/adrian-mertens-9144bb1a3?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
It's a big fast growing Photonics market and LWLG has a uniquely outstanding product. That is going to save them. But, market execution and communication is poor. They need a marketing team member who can complement Lebby's abilities and they need someone who can lead the business side of the company. I don't think that's a new CEO, but it's time to get past the Mom and Pop style of management and either lead the company forward or sell it.
No, I got it. You always have a negative slant. Proto always has a positive slant. Silence can't be interpreted. Better to wait and see.
Going back to the 1990s??? Pathetic.
Good Read
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Big Picture... LWLG has actually done better than a ton of small pre-revenue companies over the last two years of the Fed Rate crash. So Many of these companies do a Reverse Split crash and burn. With some interest rate relief LWLG should do very well in 2024 if they do anything right in terms of inking a couple more deals.
During the last two years the engineering is better for QSEP, the updates are better, though few and far between, and the leadership is better. Now they need that first Big Break. We will see what happens.
Well, do a better job of timing your buys. Stop the whining.
Excellent Proto. Newbies read this.
True... No argument. The company has needed an in-house marketing person for years to review his communication.
That's why I always say that you have to take individual sentences from Lebby in the broader context of the whole document and the development of the company as a whole entity.
LOL... Traders trade. That is the same story. What are you talking about?
Maybe... Primarily Traders trading off and on the news/no news story line. Irrelevant to Investors.
No drama here... "Posse", "Cult", LOL. Just Shareholders.
The statement stands as you've written, but exactly how does it affect your long-term investment strategy? Whether updates to Milestones are shared at the end of 2023 or in early 2024, how much does that matter?
Maybe, but most of the long timers are in for as long as it takes unless there is something better that comes along. And so far there isn't anything better unless you have a lead on something else.
What in the world? Crazy.