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-“ Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!”
Given the small staff and the number of customers pulling the company along this is typically the business phase just before ‘ take off’!
I can relate to this phase. It’s 24/7 staff engagement and excitement all around. Wait ing for lift off!
Proto, thanks. Indeed great update from Lebby for us , but also for new investors. Going great.
Wrong board.
Shorts are the ‘ enemy’ , ‘ competition. Why would anybody engage in civil discussion with the enemy, unless it is for surrender? Many of us here are too nice and civilized.
Bard on Google and Lightwave Logic
Yes, Google and Lightwave Logic have a partnership.
In 2021, Google and Lightwave Logic announced a collaboration to develop and deploy Lightwave's electro-optic polymer modulators in Google's data centers. These modulators are used in optical communications systems to encode and decode data signals. The partnership aims to improve the efficiency and capacity of Google's data center networks.
Exercising some more patience and waiting for deals will do the trick. Datacenters need literally millions of high fast . power efficient modulators/ transceivers. Lightwave is positioning itself to get the lions share ( MLebby)
They do but not enough to get the price to go up again. There are 84 million shares in the portfolios of retail shareholders and they cherish their possession.
Nobody of the 119 million outstanding shares is selling. If the last 30 days are any reference the majority will be our friends the shorts working to put a lid on the price to please the off market buyers.
Keep it up AO. Like your attitude.
Your opponents excel in exposing themselves ‘ day after day’ as just bad actors and terrible decision makers. Of course they continue to blame others for their mistakes . That’s the way they are wired. They don’t mind, they can’t!
Good to hear that Lightwave held demonstrations at OFC ( Yesterday’s interview Lebby at Interactive Investors) to invited parties. Big step in the commercialisation process. LWLG is ready to roll and the data center industry cannot allow itself to postpone upgrading anymore , if it wants to keep up with huge AI data requirements and the power reduction imperative. That may explain Lebby’s big grin.
LWLG Short Volume Summary for Apr 4 (not Short Interest)
Today's Short Volume is 137,459, which is 62.50% of today's total reported volume. Over the past 30 days, the average Short Volume has been 49.07%. The average ‘off market’ ( black market) has been almost 40% over the past 30 days as well. ( Source: Chartexchange.com) Given that access to the off market is privileged to larger market parties ( institutions) it seems accumulation is taking place by using shorting as a means to an end.
Thank you for Jim’s update.
Two things:
1. He doesn’t answer your question on the early April meeting ( forward looking? ) which was announced during the Shareholder update in January 2024.
2. Discussions are still going on on a daily basis, which I interpret as positive. If discussions were discontinued this would have been a ‘ material event ?”
I think April, also giving Jim’s cautiousness and evading answer, is going to be our month.
Thank you for your link to the IMEC paper.
Here is the recent Photondelta 2024 industry roadmap:
www.photondelta.com/ipsri-2024/. ( please put in your browser).
“ Comprehensive roadmap to drive the integrated photonics industry forward unveiled
26 March 2024
PhotonDelta and MIT Microphotonics Center’s roadmap initiative involves contributions from more than 400 organisations including Airbus, Meta, NASA, Dupont Electronics, General Motors, The European Space Agency and VodafoneZiggo
Integrated Photonics System Roadmap – International (IPSR-I) identifies key technology gaps that, if solved, enable integrated photonics to revolutionise industries including RF photonics (wireless communication), 3D imaging, datacom and sensing
The IPSR-I is a platform for a unified, global trust-based network of industrial and R&D partners to drive innovation and adoption of photonics.
Eindhoven, the Netherlands; Massachusetts, USA; 25th March 2024: More than 400 technology, academic and industrial organisations from around the world have contributed to a new integrated photonics roadmap led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT).
IPSR-I provides a technology roadmap and a clear way forward for building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. This is underpinned by a call to establish and sustain a trust based global network of industrial and R&D partners, who work together to create Photonic Integrated Circuits (PICs) technology and systems requirements. By aligning the entire supply chain from research to end users, the integrated photonics industry will be able to drive volume manufacturing of PICs.
The integration of photonics with electronics is the key enabler for the creation of smaller, faster and more energy-efficient devices. The integration has the potential to expand functionality and create a large number of new applications and is helping to unlock major advancements in many areas including autonomous vehicles, data telecom and healthcare. Integrated photonics is also the technology that generates, processes, and detects light for sensing and communication applications.
IPSR-I describes the consensus from more than 400 experts from over 100 workshops and 13 conferences. It includes a comprehensive overview of major technology gaps for volume manufacturing of PICs and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.
The second version of the roadmap, which was produced over the past three years, now includes insights into wireless communication and 3D-imaging.
Peter van Arkel, CTO of PhotonDelta, said: “Getting all research and development resources of the integrated photonics industry and academia behind solving the technological gaps identified by the IPSR-I, will contribute to solving the large societal challenges in a spectacular manner. At the heart of the roadmap is a global approach for the integrated photonics industry to rally behind to meet core challenges. Reaching a consensus on these technological gaps has been very challenging with such a diverse group of contributors. Looking at the results, it has definitely been worth it.”
Lionel Kimerling, Thomas Lord Professor of Materials Science and Engineering at MIT, said: “Electronic-photonic integration has the capacity to radically transform a whole host of industries and unlock a range of new technologies that will change our lives. Transitioning this vision to high volume manufacturing requires a well thought out plan built on the knowledge of a huge range of experts across different fields, organisations and nations. This is what IPSR-I has achieved – it outlines a clear way forward and specifies an innovative learning curve for scaling performance and applications for the next 15 years.”
ISPR-I will be officially launched during the Executive Forum at OFC in San Diego on March 25th 2024.”
Not sure everybody understands that these meetings have a larger shareholder participation than the normally well visited ASM in Denver. Fortunately Michael Lebby understands this very well and plans his agenda accordingly.
We are well aware of what the Brussels meeting is about. Following it for years. I am talking deals. Our expectations have been challenged with the 4 December public announcement and the likelihood of a deal is only growing in the days/ weeks ahead when Lebby meets LWLG’s shareholders. The conference as such is not the catalyst for an announcement.
Wouldn’t that be solved in the PDK? Seems a none issue to bring it up here.
Don’t understand last week Lebby explained 6000 hours for packaged PIC without degradation on performance. Don’t understand your temark, can you elaborate!
Exactly. One thing he needs to control and he can, is to give updates when he feels it benefits Lwlg’s commercial position in the market place, and does not alert the competition of Lwlg’s strategies, especially since Lightwave Logic wants to get the lion's share of the fast and low power modulator market opportunity. There is too much at stake and ‘ Feind hört mit!” I am sure we are moving into prime time after all those years.
And as Lebby said last week : “ … we have been working for two - three years to achieve that’”
That = 200 mm wafer production, 10K plus modulators, PIC packaged, tested for 6000 hours ( well above industry standards), ready to sell directly.
Looking forward to Lebby’s attendance at EPIC Brussels and meeting him at a large investor meeting here in Antwerp. I am sure Lebby will reward some of his most loyal European shareholders with good news and take the time to engage with his European customers. Might well be that this will necessitate a public announcement before week 16 April.
Thanks for this well balanced write up. Coming back from a short Easter holiday it’s a nice relief to see a message like this. I am sure ‘ a new beginning ‘ or ‘ a sunrise ‘ is in the works. I see Easter did not stop certain messengers to get into personal attacks. Not very respectful and signaling they have ran out of decent arguments.
Especially if you see that these carrots are cultivated by ETH Zürich and funded by IBM in Switzerland.
All OFC presentations were sent to the participants in the meeting. Surprise, surprise except Googles presentation with the organic material MZ modulator. Why would they not want to distribute that particular one? A straightforward logic explanation would be Optica or Google did not want to give it more exposure outside the conference room. Food for thought. Let me add that the slide did appear on LinkedIn. So proof that it was used exists.
For me OFC enables the industry to do their dog and poney show. The ultimate decision on what will succeed wil always rest with the final customers and especially the big and rich customers. The Google reference and endorsement of organic materials and devices as the future solution for its business operation during the OFC conference, is a clear sign to the industry at large and an powerful endorsement for Lightwave’s technology and strategy.
Fiscall messages
What a fantasy wake up call. Thank you very much. Guys and girls read it and rejoice.
During the January shareholders update, we were told of Mark visiting Washington-EXIM early April. That's next week.
Fintel: institutional interest up 4.68% or 1.51 million shares to 33,747,821. 217 institutions, 210 long, short 1, long/short 6.
Did the same. Don’t want to waste my time ,
Adam, from your message I conclude that you have no idea what a packaged PIC means and what steps had to be undertaken to get it to that stage.
You asked the right guy.
Google acknowledging EOP material’ and modulator performance is the kind of thing that makes me happy. Deals will come. My concern is tax planning.
Hope everyone understands these tidbits of news are coming from a closed door Executive Forum gathering.
Means volume production, sliced, tested and sorted, integrated into PIC, packaged ( foundry or elsewhere), testing final PIC 6000 hours ( presentation) , delivery .
Saw that presentation Proto. There is really much more good news. Don’t feel I am the person to reveal that. Boots on the ground.
Good week, good news.
LWLG ready to go, devices , device demonstrations announced publicly as a courtesy for LWLG shareholders during May ASM 2024. Normal practice demands devices and demonstrations by partners well before ASM.
Deal negotiations ( as announced 4 December 2024) were re- confirmed by MZ Group recently. Draw your own conclusion. I am waiting for a joint PR announcement as stated publicly by Michael Lebby .I expect with Tier 1 companies.
I am absolutely sure Lebby will deliver. No pain no gain. I know the man, I know his reputation. Just listen to the man, he is not a liar.
Necessity drives the need for building a business organization, nothing else. The organizational build up is telling.
Spewing venom is a reaction when an organism in the animal world feels threatened. Similar behavior here on Ihub can be noticed.
Who’s Ted? Keep your money, buy some Lightwave stock instead. You will not regret it.
KCC, I don’t follow this person anymore, no credibility whatsoever. Miserable looser blaming others, but himself. Too many of these frequent this board. I think we will see them disappear soon.
Thanks for your post. Not seen any comment by our in house short specialists. Conspicuously silent. I think you maybe right. As I said in that case our retail shareholder interests are fully aligned with the institutions The official accounted short position is registered and needs clearance at some time, wherever it resides. Interesting that people are prepared to run these open ended risks. As was pointed out by SQRL: “ they can’t get out! “
Listening to their messages doesn’t make any sense for shareholders. These ‘ contrarian’ messages can only be meant to fool their teammates and to feign that spirits still run high among themselves.
I am trying like many here , I assume, to understand the business rationale for this permanent short position? Making money or maximizing returns is the only justification I can think of. What more returns can shorts make from hereon beyond consolidating gains? I am of course a biased long , but anybody care to tell me how? No need to comment on the company, because I see that most shorts want the company to fail and are not really interested in the company, it’s technology or products.
Maybe I have to log out to allow ‘the specialist shorts’ to comment? What more options are there to pursue to make more profit ?
Are institutions lending out shares to accumulate more cheap shares and are the shorts ‘ collaborators “ who do their jobs for a fee? Are long term gains the main objective of institutions? In that last case all our long term interests as shareholders are aligned. Again where does it put the shorts who don’t own shares ? This business rationale is beyond me.