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Just to remind everyone that Lightwave is one of the two nominees for the prestigious ECOC industry Award. Let me highlight the importance of an industry award.
Industry awards hold significant importance for various reasons:
1. Recognition and Prestige: Winning an industry award brings recognition and prestige to individuals, companies, or products. It signifies that their work, achievements, or contributions have been acknowledged and appreciated by experts and peers in the industry.
2. Credibility and Trust: An industry award acts as a validation of quality, expertise, and excellence. It enhances the credibility and trustworthiness of the recipient, helping them stand out among competitors and gain the confidence of clients, customers, and stakeholders.
3. Marketing and Publicity: Winning an industry award provides an excellent opportunity for marketing and publicity. It can be used as a powerful marketing tool to promote products, services, or personal brand. The recognition gained can attract media attention, generate positive press coverage, and increase visibility within the industry and beyond.
4. Networking and Collaboration: Industry awards often bring together professionals, experts, and influencers from the same field. Attending award ceremonies or events provides opportunities for networking, building connections, and fostering collaborations. It can lead to new partnerships, business opportunities, and knowledge sharing.
5. Employee Motivation and Retention: Winning an industry award can boost employee morale, motivation, and pride. It acknowledges their hard work, dedication, and expertise, fostering a positive work environment. It can also help in attracting and retaining top talent, as it demonstrates that the organization values and recognizes employee contributions.
6. Benchmarking and Improvement: Participating in industry awards allows organizations to benchmark their performance against competitors and industry standards. It provides valuable feedback and insights from judges or experts, highlighting areas of improvement and innovation.
Overall, this industry award could serve as a valuable recognition and validation tool, contributing to the reputation and success of Lightwave, Lebby and his team within the photonics industries.
Not sure, I think he is from Maroc. He may have other things to worry about!
Wonder if our shorts are generously going to offer again cheap shares to the investors at Wainwright and others? How stupid can you be?
Just adding todays FINTEL 115. Entries for Institutional Ownership LWLG ( corrected for call and put options) : 37.042.253 ( 37 million and forty two and two hundred fifty three ) shares. Institutional ownership is 32%.
https://fintel.io/sob/us/LWLG
Intel’s pluggable transceivers involve 25G per lane. I understood Intel outsources these from ST Microelectronics in France ( since 2019). Intel transferred it own transceiver production, but held on to it silicon Photonics development activity. As of last week staff was sent home. It appears it’s transceivers involve margin stacking from various component suppliers and are too expensive ( low margin). If you have different information, please share.
Understand from Lewrock that only ACTIVE money managers from qualified institutional investors with a documented AUM ( not offering 3rd party or competing services) are permitted at the 25 th Annual Wainwright Conference 11-13 September. NO INDEX FUNDS.
The news that TSMC bets on silicon photonics for extended bandwidth and speed for AI will have alerted its main chipmaking competitors (Samsung, Intel, Global Foundries). It will force all of them to rethink strategy and to speed up execution. TSMC transitions fast from strategy to execution. It’s probably the best in chip manufacturing.
It’s odd that Intel this week sent part of its photonics development staff home. Was Intel not satisfied with its current silicon photonics development progress, do they intend to outsource both development and manufacturing or do they have other options to position themselves in the photonics market? Can’t imagine Intel would give up on photonics for data and telecom. These are multibillion markets and the development synergies and manufacturing wafer scale benefits may give huge competitive benefits. I see this development in the field as hugely beneficial to Lightwave, since Lightwave offers silicon photonics the additive benefit of the customer required extended bandwidth, speed and low power for potentially decades to come.
TSMC bets on Silicon Photonics. Come on Intel!
https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-bets-on-silicon-photonics-to-enable-more-powerful-ChatGPT
Miss Xenalives. Hope you are ok?
Putz, daily short volume is about 50/60% from total volume. Moreover there is a large part dark pool trading according to Fintel. My interpretation is that institutions are quietly accumulating ( dark pool) and I wouldn’t be surprised if they do this in tandem with shorts to make sure they buy as cheap as possible. Institutional ownership increases, be it slowly, but steadily. With hopefully some news around the corner, but still in wait and see time, this trading pattern makes sense and will continue for some time.
I read that Intel is dismantling its in house silicon photonics development group. It’s cooperation with Ayar Labs for e/o interconnects using photonics is still in tact. Intel outsourced its manufacturing for transceivers to ST Microelectronics in France. How is Intel going to manage its future in silicon photonics, more specifically transceivers for data and telecom? Will they replace their current silicon photonics development group with another development or will they give up on developing transceivers and leave it to others or be interested in LWLG?
Correct, which is first and foremost to get this project financed, off the ground and running. Until such time there is only paper value.
Niocorp has permitting secured, one of the biggest hurdles to take in US mining projects. US mining projects could average 17 years from start to completion
https://www.mining.com/us-inflation-reduction-act-impact-report-lays-bare-critical-mineral-supply-fault-lines/
(Pent up) demand for Lightwave shares outstrips supply by approximately 21+26= 47 Mio shares. 21 Mio Shorts and 26 Mio for the institutions to get to their “ general owners objective” of 50% of the outstanding shares ( 116 Mio) or 58 Mio ( today 32 Mio)!
Don’t get fooled by the current manipulation. The big boys are using their toolbox to get into this absolute winner. They know well what Lightwave is about to deliver in market value.
The majority of the shorts are the market-makers who shorted and sold LWLG shares to accomodate the institutions. Market makers are obliged to create liquidity and sold/ shorted shares from $ 6 up to $ 20.
Only when they cover/buy by trading up and down will they be able to close open positions, hoping traders will take profits and supply the needed short shares.
It’s my opinion that Market Makers make up the majority of 21 Million shorted shares. If these were retail shorts you would see much more variation in the numbers than the current tight computer ( algorithm) trading range. The
Market Makers on paper have transferred shares to index funds, are managing shares for index funds (who don’t hold shares themselves but pay a fee) , have transferred shares to managed funds and other the institutions, in the hope to find these shares one day.
To date the institutions own 32 million shares out of a float of 116 million. The market makers are 21 Mio shares short and with increasing demand from institutions this number doesn’t decrease, but stays the same for months now.
No shares are available. Institutions loan part of their 32 million shares back since they own these shares on paper, but 21 million of the shares they own are short at the market makers. Some call this : naked shorts, although there is probably an understanding between market-makers and institutions to make it look regular.
Trading up and down as we see is the result. Never forget though that for existing shareholders the current market makers predicament is proof of much more demand than supply. Normally if demand is bigger than supply prices are bound to go up. I would say stay put.
Put wrong message on this board. Let me use the opportunity to wish you all a nice weekend and an exciting September.
This is about chip to chip E/O communication ( within data center) not transceivers for in and out data center. My laymen’s explanation. However put together with LWLG transceivers it speeds up the complete data processing process from the data center to the edge by using the speed of light in stead of semiconductors only.
Using Michael Milken as a ‘ lesson learned ‘ is the wrong motivation. He was an early exponent of what has become a overly dominant financial system, the ‘financialisation’ of society towards extreme levels of financial leverage at the cost the majority of the US population. US productivity for over 20 years has gone to Wallstreet and it’s cronies, heavily indebting corporate America and its population in the process. Investing in manufacturing or mining takes too long. It’s exactly the problem that many simpletons are now looking for immediate gratification even if it needs stealing from your countrymen .
No Putz, although I understand this motivation, it’s not the kind of folks and opinions I need to hear when investing in a mining project. These people should not even invest in a mining project.
NLM also stand for Non Linear Material company.
I have all our board losers and self destructing shareholders on ignore. It’s a relief, it keeps focus on the future and that’s what investing in a start up is all about. Disingenuous, dishonest and outright whiners have no place in constructing a mining project like Elk Creek. It takes 12-15 years. Looking forward to some exciting few weeks.
Nice to see the presentation of Optica ( claiming to be worldwide industry association for optics) on free space communication ( terrestrial and space communication using light in unregulated domains in stead of radio frequency) with leading photonics scientists and companies. Need for coherent transceivers ( high bandwidth transceivers capable of switching light) is a must. Free space is area of interest for defence systems , but also for consumers to expand internet coverage ( 4.4 Billion people not covered ) and increasing data demand for bandwidth and latency. Good to see Michael Lebby on Optica’s director board. Hot new business opportunity?
If I look at the American high tech companies I see many Indian, Chinese and other Asian scientists and company leadership. With the transfer of manufacturing, the US lost a well educated manufacturing workforce. Immigrants from the south do the work Americans don’t want to do anymore. Back to school I think.
Th, I don’t think so. Some ‘ late ‘ Europeans may have entered around these levels, but there are many who bought between C$ 0.10 and C$ 0,25 ( pre-RS) I know a few who’s holdings are all profit, because they recouped their original investment. Anyway not important. Once finance is arranged ,you have to accept that as a given, there is absolutely staggering upside with a low outstanding number of shares ( even if it doubled)!
They may have decided there is some more time to play and a bit of covering can still help a few of the team members. That may be true but the clock is ticking and the longer they play and postpone their decision to cover the costlier this could become. We are almost moving into an important 4 week time frame before ECOC where the industry wants to show its latest products. For us longs it’s important to be able to understand both the impact of a deal and the impact of the squeeze. Therefore it’s important that X keeps us giving us an approximation of the price impact as he is doing.
Welcome Shilo, your first message. I hope you will find your presence here worthwhile.
Whatever happens I think governments worldwide and companies have understood that next to more geological supply chain control, having more than one supply source from hereon is going to be a must.
Marco, the business of this site is advertising revenue, which in turn depends on what Ihub can offer advertisers in terms of reach and the frequency of contacts ( measured by us clicking messages and by our use of this board). The guy who keeps everybody very busy is a fantastic and effective tool to achieve reach and frequency. Controversy helps in this case to make it happen.
Nebraskans should exercise more pressure on their politicians. Why does it take so long for politicians in the US to come around
If a badly managed financial institution is in difficulty they act immediately. Seems the financial lobby dictates politics. The question becomes what is holding the banks back? There must be a more profitable option to unload debt on society or to put their money ? Increasing consumer debt, shoring up their cash reserves, increasing debt to incumbent companies? Don’t know, but the wheels move conspicuously slow and the Chinese move much faster. Banning is easy, building is more complex. Fortunately we have a very eager Stellantis understanding the urgency of the problem for their car industry. An off take agreement could speed up things I hope,
Translated from a Dutch Chinese speaking journalist visiting China’s REE mining sites
Today, 07:00
China on a collision course, rare raw materials go under the ban
The first salvos in the chip war between China and America have been discharged. A chip war in which the Netherlands is also involved: export restrictions on ASML's advanced chip machines will take off next week. China has already hit back by curbing exports of gallium and germanium. Substances important for the manufacture of semiconductors. And so China dominates the monopoly on rare earth metals.
It is the Giant hump in the landscape that protrude far above the barren Inner-Mongolian plains. Secluded in northern China, but central to the battle for technology. An important stick to hit with, moreover, in the chip war with the West: the Bayan Obo earth mine is the world's largest. China mines about 60 percent of all earth metals worldwide, a large part of which comes from Baotou.
"I earn ten thousand renminbi a month in the mine," one of the miners can still say, as he walks to the village at the foot of the mine. It's the end of his working day. "If you consider that there are 1.4 billion people who all want to work, that's really a good salary," he laughs. A woman from the local authorities intervenes, even before he can be asked anything noteworthy. "Don't film!"
Environment
Rare earth metals. It's a term that doesn't actually cover the cargo of the trucks and container trains around the Bayan Obo mine properly. The metals are not really rare, but mining them is no mean feat. Concentrations in the soil are low: roughly 95 percent of what is excavated is unusable. Apart from that, its processing is not only complex, but also highly polluting. But China was willing to pay that price.
Today, US Trade Secretary Gina Raimondo is making a four-day visit to China. With the aim of strengthening business ties between the two economies, even as the U.S. government bans exports of sensitive technology.
The air, the water, the lands around Baotou: the environment had a hard time. “Previously it was a gang here,” says one of the village's residents, as he grabs his scooter. He drives on, as soon as the uninvited voyeurs of the authorities come around the corner again. "Now that's a lot better. The government is paying more attention to the environment."
They don't want to say much, the people around the Bayan Obo mine. That's not so strange either. At virtually every call, the unwanted delegates from the local authorities pop up.
“We run eight-hour working days, it's fine working here,” says another miner. He walks back to their residence with two colleagues. Asked how it feels that without his work there would be no smartphones, he laughs. "That's partly true, haha." But it's about more than just smartphone chips.
Rare earth metals
From windmills to MRI scanners and fighter planes, the energy sector, the medical industry, and the defense apparatus can't do without rare earth metals like they mine in Baotou either. "The Middle East has oil, China has rare earth metals," the Chinese People's Journal previously drew from the mouth of then-leader Deng Xiaoping. "That's of great strategic value."
1992 statements that made policy makers in Beijing's ears, when a Chinese fishing cutter collides with a Japanese Coast Guard ship in the East China Sea in 2010. Both countries claim the Senkaku Islands, or Diaoyu Dao, as China calls them. After the arrest of the Chinese skipper, Beijing ceases exports of rare earth metals to Japan, although it has always denied that there was an export ban.
At the time a wake-up call for Japan, now policy makers in the West are also beginning to realize the risks of the dependency relationship. Europe extracts up to 99 percent of critical earth metals from China, Brussels said in a report two years ago. In the coming years, it wants to reduce that dependence. By 2030, a maximum of 65 percent of 'strategic earth metals' may still be imported from one country.
Natural resources
Since this month, gallium and germanium - important in the production of chips - have been on the list of export restrictions. Beijing states that this is necessary to ensure national security, and has not yet granted licenses as far as is known. But the step is widely seen as a response to the far-reaching restrictions on the export of chip technology to China, in which ASML also plays an important role.
It causes frustration in China. Also in the green Silicon Valley, as Baotou calls himself. A reference to silicon, which is taken from the ground here. A hopeful nod to the prosperous west coast of America, of course, where silicon laid the foundation for the current high-tech industry. Some 130 kilometers to the south, in the high-tech district of Baotou, the authorities hope to lay the foundation there.
“We are building larger wind turbines here, from six to seven megawatts,” says manager Liu Wei, of Mingyang Smart Energy in his giant production hall on the outskirts of Baotou. "Every year we plan to produce a thousand large wind turbines. Inner Mongolia is a vast area with an abundance of natural resources," says Liu. Because storms do it, around Baotou.
Aided by rare earth metals from the Bayan Obo mine, such as neodymium - magnets needed in the wind turbines - becoming self-sufficient is the motto for Liu. “That's what we're striving for,” he says. It is no different for solar panels. Cobalt is mainly sourced from China-controlled mines in Congo. “We're working hard to locate,” Liu says.
Nioman, you don’t own shares, you did however and sold. Not much risk. Sell and collect . Mark Smith bought along time ago and is not allowed or feels he cannot sell because of his fiduciary capacity towards his shareholders. He is holding his ( cheap) shares for all these years and cannot sell like you, take a profit or reduce a loss. Moreover his stake in the company is a great sign. He put his money where his mouth is.
His salary, what do you do for a living if I may ask? I am assuming you got a job and need to work for your salary or do you work for free? I guess you are paid a salary like everybody else. I hope you have a great competitive salary. If not, you should look for another job.
The loan: now your boss, your friend, whoever asks you to loan him $ 3 million because he thinks he is got a good business idea, assuming you have it and don’t have to take out an additional mortgage on the house, would you give it for free or would you ask interest especially since there is no collateral for the loan just a paper plan? Mark put $3 million in the company to help the company ( and it’s shareholders) to be able to keep the company afloat and operating. He put his money where his mouth is.
Please try to consider this when you critique and try to downplay Mark’s financial commitment especially since you have no commitment at all .
Thank you for the article. It is proof of the emerging gigantic industry transition driven by AI which will have an incredible impact on economic growth and productivity. Also realize that the computing power and the power consumption needed to accommodate this change are gigantic. The heat, the cooling, the power consumption the guy from the article saw in his appartement will be moving soon to a global scale, I understand that NVIDIA to design its latest GPU and support its computational lithography ( ASML) for manufacturing by TSMC in Taiwan needs the support of multiple data centers, Microsoft, Google, Amazon want to offer AI cloud services to their customers, they want NVIDIA GPU’s yesterday, I hope NVIDIA will buy LWLG photonics technology tomorrow for best performance, lowest power, small form factor and supply chain security,
Impressive and a very welcome fir chip to chip communications. Improving speed and increasing data transmission is important for the total chain. Good to see we are at the verge of a huge transition to photonics and higher speeds and less power overall.
On the marketcap, the good thing is that banks and financing companies look at the earnings and cash flow capacity of the company. Shareholders in fact should do the same.
Duke, for a former trader/broker you sound pretty irrational. Emotionally it’s always much more difficult to deal with a loss than a profit. You sound like my wife who absolutely would agree with you that we lost 90% of our shares. I can talk all day and tell her it’s about ownership and that the total number of shares has been reduced by 10 as well so that we still own the same % share in the company as we had before the split and she will say how much money did we have before the split and how much do we have now? Than she will say: see I am right. From you as a professional, as you claim to be, I was expecting a more insightful view. I think one of the biggest advantages which came with the failed SPAC were the Nasdaq and the qualification for US government programs. Whether you had 10 shares at 1 dollar or 1 share for 10 is now irrelevant anyway. It’s a fait accompli. Now the future is important. I prefer to enter the future state with around 270 million less other shareholders. Do I like the current share price, I don’t! Good luck.
At least he is trying to lift the spirits here Navyhusker. Yes not completely correct. Those are revenue companies. We are a pre revenue. I think we have a harder time, in general .Is there a point when you will sell or are you to go for the entire ride?
Why would some shareholders including management supposed to do everything to destroy their personal investments in Niocorp? That would be stupidest thing to do and run counter to any logic.
Smith, Kehler, Walter, Putz, Landmark, Nebraskan, AlwaysOptimistic & many more including me, we want our investment to be successful. We accept that shareprices go up and down, while management is working for us, Yes, they work, they worry, they decide, they create progress, sometimes make mistakes but build a business for 38 years and more while some here who could easily take their money ( no harm
done) and decide to go fishing or invest elsewhere but seem to prefer to continue to take the easy road and bitch about management, the board and their proper intentions,
Exactly. Despite all these years, please realize that we are the ‘early adopters’, Better informed than Wallstreet and the general public. The next Logic step in the commercialization process is to prepare for the product launch including a suitable media campaign for this primarily business to business activity. Financial coverage will indeed be the another important part of the investor/general public awareness drive. All this can only be done if you have the goods. We have the goods it looks like.
Sorry, in my drive to share valuable information I told the elimination of the DSP chip, this needs to be the driver chip.
This is well meant message for all the people who are stuck in the mud by making understandable, but in hindsight, wrong decisions.Well meant, because I believe the business proposition in front of many companies is a once in a life time opportunity. I say that with all my conviction after 15 years of industry due diligence.
If your losses are covered by agreement, don’t worry. If not, please get out, cut your losses and if you can buy now. Consider it.
There is no company in the universe that can refuse an offer like this: 3x speed ( min) 10x power reduction, smallest form factor in the industry, ready for launch in the next few weeks. Moreover a design advantage of 1600 dollars per transceiver because of 8x DSP chips elimination.
Money rules the world. But the money involved in this industry transition could be gigantic. Don’t be pennywise, pound foolish.