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MDK, don’t rely on my answer, but in my opinion NVIDIA looks at GPU’s and increasing the compute power of their chips and how to speed up and lower the power. Lightwave is about switching light ( photonics) from the data center to the outside world and to the edge, They need each other to speed up the data flow across the whole data stream. Like Ayar looking to increase the chip to chip communication..
Like to post this Steve Jobs video, because it goes to the heart of building a product and a business.For some always referring to the past as all the mistakes made by the company, the past is an integral part of a continuous learning experience, The value is in the process.
https://www.linkedin.com/posts/the-startup-archive_steve-jobss-rock-tumbler-metaphor-activity-7089978772094873601-CYxr?utm_source=share&utm_medium=member_ios
Like to post this Steve Jobs video, because it goes to the heart of building a product and a business.For some always referring to the past as all the mistakes made by the company, the past is an integral part of a continuous learning experience, The value is in the process.
https://www.linkedin.com/posts/the-startup-archive_steve-jobss-rock-tumbler-metaphor-activity-7089978772094873601-CYxr?utm_source=share&utm_medium=member_ios
Rikkie, I have him on ignore but do like all the replies. It’s a great way to increase my English vocabulary. Learned a lot of new words. Take it all with a grain of salt. I think everything what could be said about the company has been extensively discussed. Company is in great shape, we are entering a defining period. Lebby has been conservative, rightly so, because changing the industry paradigm is like swimming against the current.
Looking forward to todays messages. For months now we had a good mix of parrots, Salvation Army soldiers, with Major T leading, and ‘ Would be’ COO’s and of course fairy tail figures. Great Pumpkin is my favorite fairy tail personality. He is invisible and operates after dawn when his warnings are to scare the Cinderella’s of this world. It is a beautiful day here. Nothing else to do than to dream away.lol.
Can you please sing a new song. This one is so old, you must be the only one still owning this the 33 rpm record.The company is in a healthy financial position.
Company is in a very healthy financial situation thanks to prudent financial management, its loyal shareholder base and the support of the funding from Roth and LPC. Company bought 1 mio in new equipment, added employees and is moving to new and larger laboratory building. The company is reporting detailed progress on its commercialisation and working with large scale silicon photonics foundries using CMOS. Just Google yourself to see who that may be, there is only a handful in the world.
The company increased its cash position to 33 Million ( at higher run rate sufficient until February 2025) added around 1,7 million shares to its low float ( 114.2 mio shared to 116,1 shares), has no debt . Enjoys the trust of large institutions like Black Rock, Vanguard, State Street and the Mitsubishi Bank and an overall 23 % institutional ownership. Since it’s listing on the Nasdaq, the company has attracted increasing attention from shorts. Current short positioned has platooned at 22. 2 Mio for a couple a months now leading to ever more senseless messaging from a handful of known short manipulators. Read the companies’ 10 k and don’t get distracted by people who try to manipulate you with their own interpretations.
Looking forward to 10K tonight. Today last day for reporting.
The collaboration is mentioned on their website ‘ news’! The possible ‘ strategic investment’ is mentioned on Niocorp’s website ( latest presentation )!
The collaboration is mentioned on their website ‘ news’! The possible ‘ strategic investment’ is mentioned on Niocorp’s website ( latest presentation )!
Yes and contrary to what some claim, the level of institutional ownership for a development stage, pre revenue company is high. I compare it with other similar pre revenue companies and see that LWLG ‘s institutional ownership is significantly higher although not at the level of the Nasdaq 100 . These funds do their own DD, no question about it. We know.
Please realize that there are mainly two shareholder groups: insiders and retail shareholders. Institutions are only 4%. Where do retail investors go for their information? They rely on the company and these message boards. The continuous ‘rear mirror’ messages are contributing to FUD amongst retail investors. I dare say it’s the main reason for people jumping ship. If you look at investments in mining cycles, it’s what happens before institutions jump in. The strategy is clear: keep bashing the management failure to secure financing and the failure of the SPAC. Water under the bridge! Nothing more, nothing less.
With projected 600 Mio in EBITDA for 38 years financing will come. Stellantis may well want a strategic investment. If so, the rest of the story will be history indeed.
Short sellers have lost more than $175 billion betting against US stocks after investor mania for AI fueled an unexpected tech rally.
The surge in tech stocks led to $175.2 billion in mark-to-market losses for short sellers year-to-date, with $53.5 billion of it stemming for July alone. According to data from S3 Partners, only 30% of every shorted stock was a profitable trade for investors this year.
As an indirect answer to some here. The long longs ( OTC market) have seen their holdings often 50-70% under water as well, but stayed the course. Just to emphasize that a development stage and pre revenue company always carries risk and volatility, Nothing new under the sun. That’s why you have to focus on the company and it’s progress and realize that it is still pre revenue, It comes with big risks, but it carries the promise of big rewards. Yes, we are more closer than ever according to the company’s indications.
This previous posted message seems very relevant ( sorry for plagiarism):
Lesson 1: Bashers never bash bad stocks. You can watch the board for stocks with no potential. You’ll see pretty quickly that those stocks don’t have bashers.
Bashers only go after stocks that have excellent potential. Bashers want to bring the price down.
Lesson 2: Bashers bring up old news that you have heard many times. The basher will post these bits over and over again. The basher will try to make the old news a bit fresher
to try to fool you. Don’t be fooled!
Whatever your entry price and entry moment you have to ask yourself if LWLG has what it takes to support the data transmission industry and internet services business to a next level of performance and lower powerconsumption. That’s the all important investment question. If the answer is yes - I would not know any other reason to be invested- the level of the current share price is irrelevant. If the answer is no, please get the hell out of here.
Yes Putz, your statement on face value is correct, But a good business plan doesn’t mean it can’t change if the circumstances change, In fact good management means you make sure these changes are incorporated. I would be more worried if management would not adapt its plan with changing external circumstances.
Jack, I have ‘it’ on ignore. After just a few of the initial posts I realised his sexual preference: sado masochism. The more you beat on it, the more it likes it!
Last time in Spring 2023, before I lost interest, we were at 9000 hours without any degradation of any sort. The industry accepts 2000 hours.
Walter, you may be right and entitled to set the record straight, but we are here to discuss our investment in Niocorp. There are two important aspects. A well thought through business plan and a management team capable of executing the plan. Our management is very capable and in fact all their experiences with Molycorp (especially the very challenging ones), provided them with invaluable insights ( think processing and vertical integration). The business plan is very compelling and puts the company in an unique competitive position. Once financed, this will provide extraordinary shareholder value.
Consensus Ebitda is around $ 600 million per year with a 30 million float or 20 dollars ebitda per share for 38 years mine life.There will be dilution, but with double the number of shares, it will still be $ 10 per share for 38 years. Next to dividend ( in general high for mining) and a relatively low Price Earnings Ratio of 12-15 ( for mining w/o processing or further vertical integration ) we are looking at a share price in full operation of $ 120-150.
Today share price reflects unwarranted pessimism by retail investors, reflects the low sector attractiveness of mining and
is still little known amongst institutions. That is changing. There is never been a better opportunity, Niocorp is a bargain.
Come to think about it. MP would be a good target to short for our board contrarians. The Chinese owners may not like it much, Some here may consider it a pay back opportunity.
Great post. Moreover Niocorp may well have a proprietary extraction process. I guess MP shareholders should be concerned. Niocorp management teams experience with China’s predatory pricing for rare earth was a valuable lesson for us Niocorp shareholders.
Just to repeat for those focused on the future. The ‘ consensus ‘ ebitda is around $ 600 Mio for Niocorp . With current float that’s 20 dollars per share for 38 years. Double the share count to 60 million and it still gets you $10 per share ebitda for 38 years. A share today is $4,30, A no-brainer.
The only sensible reason they do that would be if it allowed them to accumulate cheap shares before the institutions step in. Compared to other pre revenue Nasdaq listed companies, Niocorp’s institutional ownership is still very low and insiders and retail ownership very high. This is the right time to play this game and to sow FUD amongst retail investors,. Why would they otherwise be here, they don’t come across as the Salvation Army.
Why is it that Lightwave enjoys so much institutional attention and ownership % compared to other Nasdaq pre revenue companies? Is it that the three big ones Blackrock, Vanguard and State Street took the lead and others followed or is it because these three companies did their homework . Don’t see that same ‘exposure’ with some of my other pre revenue Nasdaq companies.
I take that as a good sign for LWLG. Kind of builds the case that institutions are interested in accumulation at lowest possible price and using shorting as a means to an end.
Th, nice to see you focus on the future. These young chaps get completely wrapped in their own righteousness and frustrations about the past and forget to see the big picture forward. I like. Avokil’s message, I think his interpretation could be very close to what’s happening. I am thinking of adding shares,
Absolutely. It means you are uniquely positioned and you can demand better pricing than the competitors, I think this management team understands better than anybody out there what it means if you compete with China on price only. You will be crushed. Building a protective wall with ESG practices and a proprietary extraction process on site will keep competition at bay for years to come.
Good idea about one of the biggest industry problems going forward.
https://www.semianalysis.com/p/energizing-ai-power-delivery-competition?utm_source=substack&utm_medium=email
This was a serious rather conservative projection made by KCC based on the volume sales input from Michael Lebby himself during the ASM. Yes it’s a projection the way financial analysts would perform. I wouldn’t call it speculation. Even if we have deals we will not know for sure how much revenue and profit it will generate. We still need to perform a financial forecast.
That’s why I hope people understand that all our interests are aligned. We have a board of directors heavily invested in Niocorp. Insiders have a major stake in the company and it’s success. I hope we can look forward from hereon. Upon financing, which imo will happen., an investment of $5 today will give you around $ 10 on average earnings per share during 38 years and that’s without share price appreciation.
I am attaching the Tesla 2 Q2023 presentation notes for those interested. Tesla’s future depends on autonomous driving, which means incredible amounts of data without depleting the power of the car battery. Today NVIDIA is GPU supplier ( but has more customers). Billions of kilometers of driving are input and processed through Tesla’s Dojo software and supercomputers. According to Musk , Tesla processes 90% of all data processing of all car manufacturers worldwide. The major strategic and competitive advantages to keep Tesla in front: data and speed, bandwidth, power consumption and supply chain control.
https://www.fool.com/earnings/call-transcripts/2023/07/19/tesla-tsla-q2-2023-earnings-call-transcript/
Don’t be too fast Walter. I understood he is doing a speed course to improve his reading skills and after that he intends to read the book ‘ Accounting for Dummies’ by Dr. W.Caers ( Antwerp, 1974).
Yes, this could be given. I understood it’s a stamp of approval that the request meets the financial guidelines before it enters the more serious due diligence phase. The fact that we haven’t received this could mean two things: 1. Financial guidelines were ok and the project has moved into the diligence phase 2. These guys haven’t started to look at the project yet. My personal option is that all guidelines were met, the application was sent a few months ago and we are well into the due diligence phase.
Thanks Walter. The text in the financials is very clear and supports your previous explanation. .
Did go out and read Tedros message. I have him on ignore. I concur with Walters professional opinion. Tedro mixes proceeds and costs and has GX paying $ 13 mio transaction costs ( in fact the future fair value of their share/warrant allotments in case the shareprice reaches a certain threshold). Again GX will not get anything if this doesn’t happen. So the 13 mio disappear.
Proto, with all due respect please remember that a virus needs another organism to survive. Stop responding just address your messages to the board in general. Best to ignore. Don’t go low. You are better than that.
It means that if we go for option 2, the starting position on the Nasdaq before financing is ~ 30 Mio shares. “ Consensus “ earnings projections including REE are probably on average $ 600 Mio per year ( ~ 1 Billion capital investment). Current shareholder value 150 Mio. Need another max. of 150 Mio ( 30 Mio shares at current prices ) and EXIM loan. 60 Mio shares to share 600 M each year or $ 10 earning per share. My current $ 5 dollar share will turn into 38 years of $ 10 per year earnings. My children and grandchildren will enjoy the benefits,
Demolition. I was raised with ‘ mining money”. Two generations in my family and 60.000 other mining people’s life depended on it. Probably for every employee 10 others would be fed and cared for. Competition caused the mines to close and it took less than two years to send everybody home and in unemployment, not to speak about the overall social impact on a complete state, I hope the Niocorp team builds an unique, competitive and sustainable mine (project )for its stakeholders for decades to come. If it does shareholders will enjoy a rising share price and extraordinary dividends. I don’t mind if it takes a few more years ( although I am in my seventies). Please realize that management has a greater responsibility than just to satisfy a few disgruntled and impatient shareholders.
Proto, he spoke specifically about large scale foundries. That would reduce the number to a handful. He spoke about EUV lithography and ALD compatibility. He spoke of Inp foundries and smaller foundries. Let me add that I couldn’t be more happy with the fantastic information we’ve been receiving on the Ayar MRR and cryogenic compatibility. It looks LWLG is able to cover the needs of the complete data flow from CPU/GPU inside the datacenter and from the datacenter outside to the telecom and beyond to the edge.