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Good one Steve!
btw, you will be in my thoughts for today's appointment...
Take good care.
AR.
Excellent post Proto!
From an independent analyst who is a recognized authority in the field: an Dr. Lebby just proves in the presentation that LWLG has the most advanced, high performing solution with total freedom of manufacturing, that the whole industry is clamoring for! aka, Directing their foundry partners to work with LWLG and come up with deliverables starting 2H22!!
When this thing will roll, it will Rock'n Roll!!
GLTAL
AR.
I totally agree Mr5874:
I also have noticed the parallel that keeps being brought up in terms of market acceptance of an organic polymers, of rapid implementation by several key manufacturers, and the hockey stick share price growth that followed, starting in Dec 2014 from around $25 to over $200 In Dec 2020!
Definitely an example I would mind we replicate in the next few years, starting 2H22...
There is a reason Dr L keep bringing it up!
GLTAL
AR.
God bless! Richard, you are DA Man!!
Thank you for taking the time to put it in words the mere mortals on this board - like me - will understand.
I subscribe to you statement that the true Longs on this board have seen through it.
Not, let's disseminate this information across all the platforms.
Thanks again.
GLTAL
AR.
Hi Chico,
Following the link from the USGS page, I came up, as an example, with these values:
Attribute:
Attribute Label: Pr_ppm_LA_ICPMS
Attribute Definition:
Praseodymium, in parts per million, by laser ablation inductively coupled plasma-mass spectrometry.
Attribute Definition Source:
U.S. Geological Survey
Attribute Domain Values:
Range Domain:
Range Domain Minimum: 0.3
Range Domain Maximum: 304
Attribute Units of Measure: parts per million
Attribute:
Attribute Label: Nd_ppm_LA_ICPMS
Attribute Definition:
Neodymium, in parts per million, by laser ablation inductively coupled plasma-mass spectrometry.
Attribute Definition Source:
U.S. Geological Survey
Attribute Domain Values:
Range Domain:
Range Domain Minimum: 1.84
Range Domain Maximum: 1260
Attribute Units of Measure: parts per million
I am sure the other REE are also listed if necessary, but do these PPM values help in estimating the REE economics?
Thanks in advance for your reply,
AR.
Very cool. Looking forward to seeing all of you soon.
GLTAL,
AR.
Thanks Mdk1, in my eyes, this clearly illustrate the difficulties involved in creating a radically innovative solution in a complex industry.
I also have no problem if promised news is delayed some, as the signs all point to progress being achieved from several directions.
"2022 will be a great year"
GLTAL
AR.
Post 100372: "This one trick pony needs to be put down" is not really a message for a love fest!?!
And for the record, a one trick pony: No way!
1Q22 10Q: "We are initially targeting applications in data communications and telecommunications markets and are exploring other applications that include automotive/LIDAR, sensing, displays etc.,"
From the Oppenheimer presentation:
2022 Adressable Markets sizes:
Datacom: $9B
Fibercom: $7B
HPC/AI: $1B
5G: $1-2B
Lidar: $1-2B
I'll take this "one-trick" pony and the performance delivered over the last year any day over the verbal diarrhea in your posts! No contest.
Thanks for showing up today btw: +9%!!! Please come back tomorrow!
AR.
That was Gold Panda threat as well: "soon I'll bring a bigger expert than all of yous!!! You'll see how wrong you are"
Good one!
AR.
GP, Gold Panda, Gloomy Pumpkin whatever your name...
those fresh$5 puts must start stinging when price goes over $8 again...
And believe you me, if there was an award for your kind, you'd for sure be in the running, I mean c'mon, being wrong for 15years?!? Must count for something!!
LWLG was awarded by its peers, tested and reviewed by labs of world renown, and 3rd party confirmed in a joint partner PR?!? No product: you gotta be kidding?
AR.
Institutional holdings update ao 20220331
Here is the final tally from Fintel - a lot of players definitely wait until the very last minute to tip their hands apparently...
As of this morning, which should catch all the procrastinators,
Form13F ao Dec 31: 11.3M
Form 13F ao Mar 31: 15.8M +39.8% (per report on Fintel)
Form13F ao May17: 17.2M +8.8% vs Mar31 (when tallying the numbers held in the detail), in line with the recent increase in shorts#.
Watch out when the loaned shares are going to be recalled... news, News! NEWS is on it's way "For a great year 2022!!!" (Dr M Lebby - CEO).
GLTAL
AR.
Xena,
It's changing quickly: I ran it a couple hours ago and It was sub 14M, Just now: 14.39M I'll run it again in the morning to catch the last min filers... but the trend is definitely up, which tracks with the increase in short #... ~+40% vs Dec 31st: those decried conferences that management attends regularly are working well!!!
If you add the NPs to the Form 13F, you're now over 20.3M, but it is unclear to me if this represent a double count of some of the shares...
GLTAL
AR.
Tod, TH and the many other posters who replied, thank you for your kind words - and for the coins that were handed out to X and I - ...
It just makes me upset when hit pieces come out with the obvious intent to mislead, with no properly reasoned arguments.
I'm just a patient observer of the games, and I truly believe in the global improvements that can be derived from the hard work this team has put together.
My timing is regularly off base, so I stay as far away from options as possible, but I am longer and stronger than I have ever been on the tech development side of things.
Looking forward to an exhilarating 2nd half of 2022 when the foundry and licensing partnerships, are being identified, one after another, and when revenue generating agreements can be summed up in financial forecasts...
In the meantime, patiently waiting for the enterprise value to be recognized by the markets,
GLTAL
AR.
Jimjet,
It's more complicated than just what you write.
This is such an advanced technology breakthrough, in a critical part of the world's most critical tool - the internet -, that it had to be tested by ourselves, improved, re-tested and so on until it was ready to be presented to third parties for them to start their own testing and improvements cycle, before they would even just entertain adding Perk to the list of components that chip designers could use to define tomorrows groundbreaking components. Not the same as your everyday gizmo for which you sign a deal for a given quantity, exchange money and basta.
Conditional deals had to be signed to reach the piloting stage we are in at this very point. And they are not worthless in the least, like what GldP would like to convince people.
LWLG has not registered sales yet, I agree, but it is just plain wrong to say they have no deals to date.
Dr Lebby has mentioned being involved with several foundries, and I can guarantee you deals had to signed to be where we're at.
The TRL scale is used by the most serious organization on the planet to clearly define the state of advancement of a complicated project.
And the latest information shared by the company tells us that after being in piloting stage for several quarters, they are now starting to actively work on the ultimate commercialization stages.
GF with their PR last March about the Fotonix ecosystem, tries to explain to the whole world, what Dr Lebby has been preaching for years in the international conferences he has chaired: this level of tech is so complex that no single company can do it by themselves! It will take the collaboration of a whole ecosystem, that had to come together and invent itself - this is why it took the last 3/4 years - to come up with this new generational breakthrough.
Deals HAD to be signed to reach this level.
Now, several of the partners mentioned in the Fotonix release have confirmed that they will be manufacturing the first generation of these chips in the second half of 2022.
You can choose to ignore it, but words like "Direct drive" have been published, in association with these new chips.
Please give me the name of companies that have issued patents and spoken of new EO chips, integrated on a single platform, that have the capacity to do >110Gbaud per single lane, be power-saving compared to existing layouts, and also by the way, consume so little power as to allow the chip designer to do away with the drivers?
Please confirm the names, I am all ears?!?
Like was reported after ECOC 2019 by a competitor to Dr Lebby: "Lightwave Logic is now leading the pack, all alone in front!"
And that's why this hit piece is factually incorrect, from the title onward.
Industrial development time is not the same as algorithmic or even short-trading time: it takes years of arduous work, away from everyone's recognition, to come up with what is about to hit the DC infrastructure landscape. But this doesn't mean that nothing is changing. An earthquake is about to hit this industry.
The information is out there if you want to see it. You can choose not to. That's your choice. But it is not factually correct. And I am calling it for what it is.
GLTAL
AR.
Spartex,
Looking at the Fintel report, in addition to the Form13F, there is another code reporting: "NP".
i believe they are the ones accounting for the difference with the ~12M shares reported in Form13, bringing the total over 18M.
I'll try and figure out more precisely what this represents.
In any case, the #s are going up, and this reduces the free float after a very strong piece of news comes out...
GLTAL
AR.
Thank you Xena.
An image is worth...
AR.
Hi Spartex,
From the Fintel link, I clicked on the "Shares" header twice to sort holders by decreasing largest holders and summed up all the holders. I come up with 18.097 million shares held...
Tomorrow should be the official deadline for reporting Form13F - institutions - as of 20220331... I'll do a direct comparison with the numbers from Nasdaq and WhaleWisdom. to double check.
gn
AR.
This totals up up to over 18M shares owned by institutionals/funds and the reporting ao 3/31 is not expected until tomorrow...
No wonder he shorts are finding more shares.
But watch out when the news comes: dangerous game.
GLTAL : Hold on tight!
AR.
No Reds,
I am saying the stakeholders of project Fotonix have great goals as to what this monolithic, integrated silicon photonic platform can do over the next 5 year.
I am saying LWLG might be under consideration - ongoing PDK qualification and spec matching- for products that are going to be made for the first time later in 2022 and sold probably starting in late 2022 or 2023. And we, the public, may not know much about the details of what is inside those products until they are made in full production runs, tested and ready to be sold late this year or early next year.
That's all i'm saying.
GLTAL
AR.
Rolling Jack,
Here is how the business is doing (per Global Foundry report last night for 1Q22)
Overall business +37% (vs 1Q21)
Communication Infrastructure and Datacenters: +80%
So their 2nd largest business segment is not looking too shabby for GF...
Here is the commentary in the prepared remarks:
"In the quarter we also announced our second generation silicon photonics platform. This is garnering strong and broad customer attraction. Our branded photonics platform is the industry leading monolithic solution for optical interconnects, serving switches, GPUs, accelerators, and pluggable transceivers. This platform also provides the next level of RF performance for 800 gigabit transceivers. The best proof of this leadership solution is in our customer set. Industry leaders such as NVIDIA, Broadcom, Marvell and Cisco are designing high bandwidth, low power optical interconnects for high performance computing, networking and cloud data centers, using GF's photonics and silicon germanium platforms."
There might be a delay in the confirmation of how this is made possible until components are sold, for IP protection purposes, but not many companies have explained how they can reach this level of performance... LWLG has.
GLTAL
AR.
Thank you for your reply.
AR.
Tlep,
You're a lawyer, you might be able to help:
If LWLG is under NDA with GFS customers for work on a product which has not been manufactured yet. Are LWLG under any obligation to make this relationship public? or do they have to wait for the greenlight from the other party, which doesn't intend on sharing how they make their component faster and less power hungry until the product have been sold - "...will be in production later this year."-, in order to protect their IP? Thanks for your input.
In the meantime,
- We know LWLG is working with silicon foundrieS with modulator designs operating at over 110Gbps - 3x the speed- and saving up to 66% power - 1/3 the power-.
- We know LWLG CEO said that by the May 26th 2022 Shareholders meeting, the company will have "engaged in a commercial agreement".
- We know GFS - a silicon foundry- has announced being involved with a public list of stakeholders in the new Fotonix EO ecosystem, the PDK of which has been released to the partners during the month of April, for production runs starting later this year.
- We know some of these stakeholders have announced new products to be "...in production later this year."
- We know these products have been hailed as working at "up to 110Gbps and saving power compared to previous designs".
- we know LWLG CEO is expecting "a very exciting year 2022".
That's good enough for me to expect an exciting 2nd half.
I'd be excited if some news came out tomorrow on Lewrock's "News-day", but I truly couldn't care less if it comes out next week, next month, next Q... I believe it's coming, and when you have been following it for 15 years, anyone of those feels like "any day now"!
Cheers mate,
GLTAL
AR.
Oh you're not ruining anything: I know what I invested my $$$ in and I'm still up over 9x!
And since my investment is not on a clock, I am happy to wait another year for another batch of multiples.
Your factless, erratic statements are certainly not going to make me change my mind. Good try though. The place is just more enjoyable when you're not loitering.
Be well.
AR.
That's a deal Boomer.
Go to sleep as you say, and come back when there's a deal.
No need to show up before then...
GLTAL
AR.
Congrats Pickle! That's a big one.
Well, I wish us all the best for the next 3 weeks.
GLTAL
AR.
PSA (Public Service Announcement for our friends from across the pond):
May 16th: International Day of Light!!!
I personally would have preferred it on May the 4th -be with you- but hey... International Day of Light-Wave Logic doesn't sound bad either...
GLTAL
AR.
I think a portion of the shorts recently were betting on a higher rate increase sending the equity markets on a tailspin...
We didn't get that and the market is surging, some shorts are covering...
AR.
Hi gang,
Long time lurker and investor here, but this is my first investment in a mine, and my 1st post on this board.
I want to take a couple minutes to thank those that contribute time and share knowledge to educate the likes of me.
Your contributions are really appreciated and go a long way in making me more comfortable with this long-time holding.
And boy, Chico, Douginil, Grunt, Walter ...and all other positive contributors, am i learning!?!: Thank you for your help and dedication!
It feels like the stars are aligning I must say...
Can't wait for those large scale REE extraction tests results, and the updated FS2022 that should follow!
This past pandemic and/or the situation in Ukraine are really heartbreaking, but if it helps our governments understand the weaknesses in our current policies and make necessary adjustments for a better tomorrow, then we're getting something positive out of it for future generations. And it is my conviction NIOBF can get something momentous out of these adjustments as well. Go team NIOBF!
Best to all longs!
AR.
MrS.
That's the beauty about being long a stock that has a bright future: you're not in a hurry for anything...
It will happen this Q, or next or the one after that, but the tech is here at the right time for the industry and it will become "ubiquitous" because it is the right tech: 3x the speed and 1/3 the power!
And by buying share for the long haul, the short-term gyrations do not cost, those of us with this investment style, a cent.
What a beautiful Spring day this was. Now, time for a drink.
GLTAL
AR.
Hi RKF,
Different source, so hard to compare, but as a snapshot of all 13F, 13D, and G reports to date, https://whalewisdom.com/stock/lwlg , gives us a total over 17M shares owned in those accounts... So not too far off as there is a couple more weeks to report positions at the end of 1Q22. We'll get a good read then.
AR.
This also explains why there are new shares loaned to shorts...
Just more tinder for when the news start rolling in IMO.
AR.
That's a fantastic PR KCC!!
It shows how the whole ecosystem is being built, step by step, including all the partners along the value chain.
This has never been done before: it takes a while to get all the pieces in place.
But all the names we have mentioned in the last few month are there, taking share and reserving production time with each other...
The use for the shelf is becoming clearer with everyday that passes.
This is our time!
GLTAL
AR.
Hey GP,
Thanks for showing up: what a great contrarian omen for the balance of the last trading week in April!!
GLTAL
AR.
Thank you Forztnt2,
It sounds to me like someone wanted to wait until the latest possible time before applying for a patent that will be used by many as soon as fabrication begins after the release of a major PDK within the next few days/weeks... Total freedom of manufacturing, simplified!
I'd say that between the direct buy and this patent application, I can hear the drumroll getting definitely louder, like... you cannot ignore it anymore... pressure is mounting!!
Oh?!? Did I forget the recent releases about material stability, following the previous release about world-record setting speed?!?
PDK's coming.
My oh my, 5 out 5... that's a King Flush!!!
GLTAL
AR.
Hi Lewrock,
If memory serves me well, about ten years ago, the board set in place some rules for insider buys, ... If I remember correctly, the only way that was allowed was conditioned on pre-approved buying programs/schedules of some kind...
But' I'd have to go back in the archives to find out exactly...
I wouldn't worry about the legality: these guys do things by the book!
But, I do like the signal... No buying programs has been executed in the last few years, and I take this as a good sign.
Priming the pump indeed for a series of good news IMHO.
GLTAL
AR.
Tleprathy,
The March 8 joint PR between GFS and Ayar, including some quotes from Anthony Yu, should help you understand where teh connection lies...
"GF Fotonix is GlobalFoundries’ next generation, monolithic platform, that is the first in the industry to combine its 300mm photonics features and 300GHz-class RF-CMOS on a silicon wafer. It is designed to deliver best-in-class performance at scale and will be used to develop innovative photonic compute and sensing applications. Ayar Labs also helped GF develop an advanced electro-optic PDK that will be released in Q2, 2022 and will be integrated into many leading EDA vendors design tools. Chips built on this technology will be deployed in myriad industries, including automotive (LIDAR), quantum computing, consumer optical networks such as fiber-to-the-home (FTTH), 5G networks, telecommunications, data center transmissions, time-of-flight (TOF) sensors, aeronautics, and defense.
It’s a very exciting time for us as the years of development invested in this manufacturing process, along with strategic partnerships with key manufacturers such as GF and MACOM, a leading supplier of lasers for telecommunications and data center applications, come to fruition."
The hope is that LWLG has been working on the PDKs with NDA partners since they produced a packaged 50Gbps mod back in March 2018
And the release of the news could be the GFS PDK release this month.
GLTAL
AR.
https://ayarlabs.com/collaborating-with-globalfoundries-to-develop-their-new-fotonix-next-generation-silicon-photonic-process/
Pit,
I think the answer to that question lies in the fact that the products we are part of have not been fully launched yet (not sold to end users yet) and we are not at liberty to comment on them at this point.
Once they are, we have a green light for our own communication flow.
All IMHO
GLTAL
AR.
Good Pick Buzz!
!!! U B I Q U I T O U S !!!
GLTAL
AR.
Amazing what little buying pressure it takes to send it flying...
AR.
Speaking of Phil H,
I took the liberty to add a few hundred thousand prospective investors over the weekend by sharing his investment with his buddies from the All-in podcast and he liked it...
Liked
by phil_hellmuth
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Liked
Mar 26
@Jason,
@chamath,
@DavidSacks,
@friedberg
if there was any element of luck there, there is none in the recent purchase of $LWLG under $10 and I bet he will make a lot more than $1.5M from his position!
Excellent call @phil_hellmuth !
Behold the birth of the Intel of photonics!
Quote Tweet
@jason calacanis
@Jason
· Mar 25
White magic!!! Go @phil_hellmuth go!!! This move just made him $1.7m in the home game ????
697.1K views
0:00 / 2:12