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They really need to find a way to better communicate in some detail what notable progress they've made over the past 6 months and what more is required from the reliability side.
Looking for more clarity on the reliability testing process in the Benzinga interview. I hope they can provide some as it seems producing an unambiguously satisfactory data set is our major holdup here before mass industry acceptance. Outside that, it seems we continue to wait...
I could see them doing it with a product that's been in development. It'd make a big splash as Lebby will be a keynote speaker with a massive audience of all the industry players that we'd want to hear about it. However, I hope it's not the case.... ALTHOUGH... at this point, the conference is so close that I almost hope they did because it would mean we have a product being unveiled within a month. Let's hope there is one and then we can ding them after the fact for making us wait unnecessarily during a long period of silence?
In Pharma, before large conferences oftentimes there will be embargoed news that will be released during the conference. I wonder if this is the case with SPIE Photonics West in the tech world (re product release or latest data sets)??? If so, that is certainly annoying for us investors waiting but it'd mean we're only potentially 45 days out from news of significance.
So now that it's 2024 - what is the next near-term catalyst here? Delivering product and recording revenue on existing "wins"?
Bought several thousand shares back around the $2 range and check in from time to time. What are some realistic 1 yr share price estimates for Spectra? Any expectations of a RS or is the revenue ramp expected to render that unnecessary? TIA!
Some Questions for the ASM today if anyone gets a chance:
Was the licensing agreement with a Foundry? Or another Partner?
When will we see (additional) foundries accept our PDK and make it commercially available to customers?
When will the company provide revenue guidance?
Which conference is in April next month? Is this another conference where companies like to demo their products? TIA
Hope you meant "analyst" Steve!
Ha! Fantastic, I bet they got a kick out of that...and here's hoping the answer is "soon"!
Has anyone delved into any links with Tower Semi and OpenLight? Any chance we are involved in this? Or, perhaps they are our primary competition in the 800G sphere at this point...
OpenLight Unveils First 800G DR8 Photonic Integrated Circuit Design to Advance Global Datacenter Interconnect Industry
Wasn't there a conference or something in Vancouver that Lightwave was presenting at today?
Fantastic ECOC slide deck (still!) with some updates included. It would be wonderful if Lightwave could put together a PR that provides a cohesive update on the status of the foundry work as discussed during the ECOC presentation just to add some more color for the rest of us.
Does anyone know if LWLG is counting SilOriX as one of the foundry partners (not entirely sure if they are a foundry at all?) that were expected to be announced in 2H 2022? If they are not a foundry, I wonder who the foundries are for both Polariton and SilOriX...
3 months left in the year and HIGHLY looking forward to near term clarity on the business side of things, verified integration into PDKs followed by first product development news etc...I'd expect at worst we'll get an end of Q3 update in November with the next 10-Q but optimistic we'll receive better before then.
"That suggests to me that the results weren't derived from tests in a lab, with perkinamine in isolation, but rather during a pilot line run on a production line."
Agreed - if so, this is a big deal. Can someone please ask this question to confirm tomorrow???
I believe the difference was that the previous PR focused specifically on the Polymer, not verified operability/reliability within a modulator in a commercial setting.
This PR focuses on verified testing results over time (3000+ hours) of the polymer inside an operating modulator - demonstrating that what was presented in the 2/10 PR translates from theory/lab settings to actual practice in a commercial setting as anticipated with regard to photostability/reliability.
Anyone recall what the Telcordia requirements are, hours-wise, for testing/reliability?
.....Unless you count Polariton, but I don't think most of us are. Looking for the foundry news hopefully by end of Q3 at this point. Still extremely bullish on the longer term year-end outlook
Regarding the investor slide deck - a few days ago I noticed that the investor presentation link on the investor page was pointing to the outdated Sept 2021 slide deck so I notified MZ Group and they said they'd look into it.
My impression is that they updated the link to point to the latest 2022 presentation, along with the date (to reflect May 2022) but otherwise nothing has changed from the previous 2022 investor slide deck.
No mention of ease of manufacturing, specifically within Foundries. They may have a product that works and is comparable but ultimately cannot be integrated seamlessly or cheaply like ours.
I guess we will find out in 2023 or 2024??? By then we should have a sizeable market stake, I'd hope. Maybe we will buy them out - who knows?
Wouldn't it be amazing if WallStreetBets or some other forum on Reddit picked up on the short position here, the potential that a squeeze would have on share price, and pulled a similar move as was done with GameStop and AMC the previous year.
I should probably clarify - I meant I hope they do so once the company hits full tilt maximum output based on capacity of their facilities. It will probably take until Q3 at the earliest to get to that point but my hope is that they feel comfortable enough with where they are, that they could start spreading the word to the investment community and honing in on a plan to uplist through whatever reasonable means required.
Only 23 days until the ASM if we don't have any updates before then.
"... 2022 is shaping up to be an extremely exciting year for Lightwave Logic." - Michael Lebby (March 22nd PR)
Looking forward to more details in support of the above statement!!!!
Once the production is running full tilt and output details are defined, hopefully by end of Q2, I'd hope they intend to go on an investor roadshow / media blitz to drum up awareness and interest.
Thanks Steve - what conference is this???
TIA!
At this point I'm sure the company has blackout periods for company insiders selling shares and requests must be submitted in advance with a certain window granted for trading if approved.
Perhaps they were in an open period and were unsure of when they will get their next chance to sell any due to blackout windows and/or pending insider news (possibly of deals/partnership) that prevents them from trading.
Is there a replay available? TIA
Indeed, I like the sound of that and here's hoping!
Perhaps on the flip side as well:
"Are there any more technical hurdles to overcome before foundries will officially partner and begin to commercially utilize our polymers?"
Perhaps another question for the Q&A tomorrow:
Q: Based on your most recent PR, exactly what "impact" do you believe your recent announcement regarding stability will have on silicon foundries???
Hopefully we will be big and profitable enough to acquire any serious competitors by the time they get up and running!!
There's no way that another industry veteran, Dr Zyskind, would join the team as Head of Engineering if there wasn't anything commercially viable to engineer. The material (goo) and products planned IMO must be commercially viable and attractive to the subject matter experts to attract more top tier talent known for bringing things over the finish line. They have reputations to protect after all.
LMAO!!!
Any EOY buyout estimates for fun? I'd estimate they just want to unload the company at this point... $0.65 - $1 per share (up to $1 Billion)? Bolt Threads valuation would be a good comparison IMO. A 10x would be a good value for anyone starting a position at these levels.
For more, IMO they'd have to really prove ability to ship mass quantities and show unambiguous proof of concept product development in other discussed markets than just straight silk/fabrics.
Sounds to me like the "official" adoption of our polymers into Foundry PDKs hinges on the further development of their Expanded Design Tool Kit noted in their 1/6/22 PR:
"Expanded Design Tool Kit Will Enable Silicon Foundries to Implement PDKs and Fabricate Modulators and Optical Gratings in a Single Fab Run, Further Enhancing Modulator Efficacy"
Hope we hear about more design tool kit developments soon and if not, we have the 10-K coming in mid-late March.
I think I found the report, looks like it is from August 2021:
https://static1.squarespace.com/static/5af533a312b13fb602fe7d7b/t/612313b3aae13c19f15e79bb/1629688762738/BrainChip+Holdings+research+initiation+report+-+20+08+2021.pdf
Does this company have a recent investor presentation available?
TIA
For those of us not well versed in options, what does this indicate as sentiment towards LWLG?
TIA
Following up quickly here, if the terms of the purchase agreement with SpydaSilk was $32 million (or more, up to $40) over 4 years, could we then break that down into the expectation that they were planning to sell roughly $8 million worth of dragon silk per year to SpydaSilk?
If so, assuming production is at full tilt by June, we could feasibly be looking at $4 - $5 million in revenue this year just from SpydaSilk purchases. That would get some attention.
Fantastic breakdown of the additional potential that these patents bring. It feels like this would have been a nice PR to put out - perhaps they plan to in time, with more testing and data in hand.
At this point we know the company has a years-long backlog of material to ship. We also know that SpydaSilk is committed to purchasing up to $40 million worth of Dragon Silk. I would have to imagine that whatever Prodigy pumps out will be purchased by Spydasilk this year so I'd think that the ramp up of shipping and establishment of consistent revenues are only 4 - 6 months away. At that point I'd guess we'd start seeing some consistent and publicly disclosed financial/revenue forecasting from the company, at least in the Qs. Presumably that will be a game changer as the first cheap and viable spider silk production company proves itself successful. Wall Street would most certainly begin to recognize this as well and I am hoping for an uplist to NASDAQ this year regardless of whether a RS is necessary. What would be very telling is if the company puts together an Investor Presentation and signals plans to hit the road for a slew of investor conferences.
From the MtheMovement/Kings Group PR 1/26/21:
"Under the terms of this agreement, Kraig Labs granted the joint venture and the SpydaSilk brand an exclusive geographic license to all Kraig Lab technologies for the ASEAN region, in exchange for a 4 year firm commitment to purchase up to $32 million, with an additional projected purchase of $8 million, of Kraig Labs’ raw recombinant spider silk, with an initial payment of $250,000."
From the most recent PR involving shipments of dragon silk 1/18/22:
The Company plans to ship this Dragon Silk yarn to SpydaSilk Enterprises, in Singapore, a joint venture partially owned by the Company, for weaving into fabrics and finished garments. Over the coming months, Prodigy will continue to leverage this expanded silk production success to address the material needs of SpydaSilk and make additional materials available for purchase to fill the numerous and backlogged material requests it has received.....
"2022 is positioned to be a breakout year for the commercial sales of Dragon Silk and our broader recombinant spider silk technologies."