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yes its the same company going public through the SPAC. yes the press release mostly talks about healthcare which is very confusing.
but look @
https://rockleyphotonics.com/careers/
https://rockleyphotonics.com/press-releases/
they seem to be more focused on the datacenter/5g/lidar/communications
cant say i disagree. hopefully wrong but lebby didnt sound to confident. actually sounded like he is backtracking.
"over the next decade" pushing the time line out
We're seeing quotes and statements like, "Organic isn't as stable as inorganic." We're seeing polymers that were being used in the telecom environment 20, 30 years ago, but didn't really have the high temperature stability that was required. ---doesn't sound good at all---
I think the key technical challenge today that is facing the EO polymer community, is lots of data showing reliability and stability. --same statement from last years shm
If you can eliminate drivers, you can eliminate power. You can eliminate ICs. And so, trying to operate things like polymer modulators at one volt or less means they're driverless. That is the really main motivation of actually using polymer modulators and very high speed and very low voltage. ----umm so where are we at? 1.9v doesnt sound all to great. still have to cut it another 50% to get us in the game? is that 6m 1yr or 3y?
hopefully wrong but this presentation seemed to tamp down expectations big time. a lot didnt jive with other recent presentations.
over the years ive had many great conversations about LWLG with many shareholders. NOT ONE thought that PH hype was benefiting the company or the stock price. Hope he decides to scale it back. Turns a lot of people off.
When LWLG can stand on its own, it will do so! Hopefully sooner rather than later
skitso board.
agree with many skeptics of this company that some things just dont make sense. i personally dont believe lwlg has telcordia testing completed on their own material.
does that really matter? could lwlg's own internal testing say its far exceeds that of lumera/gig--hence telcordia? dunno but maybe so.
gp and others keep talking about long haul. has lwlg ever talked about long haul in the recent years? no----10km-100km. thats at the edge of metro to the upper end of short haul networks. thats the sweet spot of the market right now.
lwlg as of now cant compete in the short reach connection market. hopefully it can in the future with the slot waveguide modulator.
been down this road with a lot of you all. ive been uber bullish back in the early 10's only to cut my position down to 1/4 of its size after the TZ debacle in 14 or 15. Only now have i started to add back, but mostly based on LEBBY & LEONBERGER
very interesting interview. minute 10 is where it gets interesting.
no one that we know of. his presentation seems to be a continuation of the work he had been doing for awhile with the university of Washington. same title with multiple iterations. could just be the culmination of that work before he joined lwlg. jmo, so see what richard has to say
****also jmo but i believe this is how lwlg found him. lots of polymer material scientists/gurus out there but not a lot of eo polymer device engineers
a 1v solution could help reduce overall consumption 50%
whether you believe or dont believe in global warming/climate change, lwlg has a POTENTIAL solution that makes it more attractive than all others. Regardless of the other positive characteristics that make it a superior solution, LWLG's polymer could possibly help reduce the huge burden data centers currently put on the world power supply.
10%+ of the worlds power is used in computing. most of that is in the data centers! of that, MOST is involved in the connections, which lwlg is trying to resolve. as a comparison, data centers have a much higher impact than all of the worlds airlines combined. shewwww
being at the right place at the right time is one part of the equation. the second is having other factors in you favor....
my bet is that they do, simple as that. willing to live with the consequences if i am wrong. but....
2k vs 5k vs lab results.
i mean seriously do you all think this makes any difference. the only thing that will ignite this stock is an actual deal with a real company. not some stupid results from someone like PERDIX like PITCOOK thinks. absolute insanity.
if lebby can prove it they will come. are we there yet? who the fuC! knows. we will only know after the fact
anyone notice that the co-chair of the pic conf (David Cheskis) is the the same guy listed on all of the other Michael Lebby patent applications? Mr. Cheskis has also recently left IQE and is now doing a lot of talks on LIDAR. Not drawing any conclusions or reading into this to much but....
very nice. promoting polymers and lwlg!
we all have been wrong on the timing of this. many claimed in prior years, we were about to fly. i stepped back big time in 14-15, but have been adding all of those shares back over the last year. i like where this is headed. ####LPC IS MY #1 CONCERN###
lol
dont forget to find someone who will pick up a 'BLACK' n95 mask for leeby. god forbid he doesnt match!. lol. jk
Richard. Although not speaking at the event:
https://www.epic-assoc.com/epic-world-photonics-technology-summit-2020/
Lebby and two of our advisors will be present:
https://drive.google.com/file/d/1FnQmjcrZ5zf1V-MqqOxdfMlIZ5b2fjMG/view
Followed by a networking event at Lebbys residence/building which is being sponsored by Lightwave:
https://www.epic-assoc.com/epic-vips-networking-lunch-dinner/
As of statement they owned approx 2.1M shares but 2M of those are warrants that expire in June and Dec of this year i believe.
you also have the EPIC World Photonics Tech Summit that starts this weekend & the SPIE Photonics Europe(same week as PIC 2020)
enjoy reading your informative and well thought out posts. thx
also i believe lebby is doing an excellent job in spreading the awareness of eo polymers and lwlg 's platform. i mean three more events this next quarter? dude gets around. does it mean they succeed? nope, but i sure as hell want to see him fight for it.
finally to me its the key leaders that mean the most to me. most people here know who they are/arent.
i never invest in otcbb stocks except this one but have been involved with a few nasdaq smallcaps that were similar to this. arwr. stellar leadership and board with a very promising but unproven technology. for years it did nothing and then all of the sudden took off. was it because in the immortal words of pitcook that they proved there goo? not really. they really just proved doubters wrong and the money started to pour in. it took time
duh, obv an outlier at .70c with a technology that was written off decades ago. things change and the r/r is very favorable for a speculative investment IF they can prove it. wish i had stumbled across this now as opposed to 10 years ago. lol
everything else you said is true to almost every other company in the micro and small cap space. thanks for the warning
ya there are things i hate about this company, but i believe in MOST of the senior leadership and the underlying technology. i believe they are honest and if they fail, so be it. thats the real world.
if they find some adoption this thing will fly. no, i am not a believer that this is some world changing technology. it could be disruptive though and thats why im here.
design in and ndas go hand in hand. ya, could have been some ndas with a janitor at intc years ago? why did we need an nda? we didnt have a product? we didnt even have a material that anyone wanted?
please dont ever say im confused. im a realist and have been very frustrated with LWLG over the years. the management in the PAST has been horrible. leeby on the otherhand is a much better ceo. is he perfect? not even close. but hes much better than the "yahoos" in the past and seems to be building an actual company
in longmont we had a few employees but mostly relied on rejects like mickelson. now we have some talent and continue to hire more of them. we only had a few patents in our first 20 years but have doubled that in the last few weeks/months.
could go on and on but that doesnt fit the narrative. anyway, think we are very close but only LWLG(LEBBY) can dissuade the fears of others. hopefully they do!!!
Well i was referencing this:
https://ieeetv.ieee.org/conference-highlights/4-decades-of-growth-in-photonics-fred-leonberger-ipc-2018?
Fred foreshadowing the breakthrough?
In regards to LPC. On our last run up a week or two ago we ran into a buzzsaw. ASCM MM came in and stopped the rally in its tracks. They left when we hit 70c ish. ASCM was the MM who helped push us to $3+ back in the day only to see us back at 1$ a few weeks later. They have something to do with LPC imo. ASCM handnt been active in LWLG in years!!!! hmmm
It felt like something changed around the time that LEBBY became CEO and FRED joined the board. Ive always heard that FRED woundnt join the board till LWLG proved its technology. Dunno if thats true but seems plausible and the time line fits.
That as well as FREDS speech late last year about the future of communications and his belief that polymers COULD be the answer. FRED truly believes in this technology.
He is the EF HUTTON in this area. When he speaks people listen.
Now that takes us to where we are at now. DATA DATA DATA and more data. Can LWLG prove polymers are a viable solution? Hope so but have no clue. Thats the reason the stock price is trading right where its at now.
Is LWLG a 10x more attractive investment now than it was 1,3,5,10yrs ago? YA 100% Is it a slam dunk in those terms. Not even close.
We are about to find out and really quick IMO.
You know I agree with you my friend. IMO they only had the LPC route during jims and toms time at the company. They might have claimed great stuff was going on but lebby kind of shot that down. He said LWLG had for the first time in its history signed some ndas only earlier this year. Might have heard it wrong.
ya and LWLG should always push higher end of year after the sellers are gone
never traded penny stocks but somehow got caught up in LWLG. best trading opp ive seen in years IF they can prove it. that said the likehood of this hitting big is VERY VERY VERY low. But if lebby can prove it, lwlg shareprice should explode. heres to next year!!!!!
Has anyone every seen a company that LPC has been involved with survive this long? Usually out of business in short order. Somehow LWLG has survived? Survived over a long period of time.
As much as I HATE the LPC agreement, at this point i dont know if there is a better agreement they could put into place to raise money without serious dilution. IF they are close to a true breakthru then this could be the answer?
Massive need for a technology like LWLG's in the next few years. More than most people on this board even know. It now comes down to Lebby showing DATA that can put polymers back into the mix. If he can with the performance #'s hes already shown, the skys the limit. Right place at the right time IF they can execute.
Great post "sqrl". Nailed it on many fronts.
Tell us what "WE" find out
exactly what i said. not SHORTS but lwlg raising money. much needed money. NOW its time to raise real money. Money from legit sources?
that said the rr is now skewed to the upside. looks good
guys marceeli and co are trying to raise capital to sustain operations. simple as that.... dont need x to tell me if im right or wrong'
guys you have to forget about shorts!! no REAL traders are trying to short LWLG at current lvls. The risk/reward is extremely skewed and they know it. No way this is happening. Most likely LPC bullshit that we have to deal with until we dont. Hopefully soon........
yes you are right. go ahead and short and feel the pain you deserve.
you are stretching bud. these guys just cleaned house and are putting things in order. lpcs days are numbered as well as yours.
#lebbylotto
#leonbergerlotto