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From NY Times:
Google, Amazon, Microsoft and Meta are fighting a proposal by an Ohio power company to significantly increase the upfront energy costs they’ll pay for their data centers, a move the companies dubbed “unfair” and “discriminatory” in documents filed with Ohio’s Public Utility Commission last month. American Electric Power Ohio said in filings that the tariff increase was needed to prevent new infrastructure costs from being passed on to other customers such as households and businesses if the tech industry should fail to follow through on its ambitious, energy intensive plans.
As an example of what a deal with a high profile company can do for a little known company with a great product, I give my recent experience. I have for years owned HASI, which does not have a high profile among investors. Muddy Waters put a short selling hit piece out into the financial world and drove the price down to 14.50. I bought more HASI, knowing the short report was full of lies. The price recovered to 26 after HASI publicly countered with facts. A few days ago KKR (an 87 billion company) announced it was investing 1 billion in a joint venture with HASI. In two days the price of HASI rose 20%. When LWLG announces a deal with a Tier 1, watch the rocket take off.
Walter, may I ask, what is your opinion comparing risk and reward between NB and LWLG. I am heavily invested in LWLG since 2012, and am considering investing in NB.
I also have no need to sell my shares any time soon. I will keep my 400,000 shares long past when the shorts have capitulated. What is another 5 or ten years when I have had LWLG for 11 years. I am enjoying the ride and will ride it out.
Added 20000 shares today for the first time in 4 years. More confident than ever
Correct power savings for LWLG to 10x compared to 50%.
This is not LWLG as he specifically said no polymer needed. This is a new kind of chip to replace CMOS chips, so it it seems like it is an early stage development. Power savings only 50% compared to Polymer power savings of at least a few hundred %.
Walter thanks for your post. I agree with the entire text. I would add that hospitals have been adopting checklists for all departments for the last ten years. I think it has reduced errors, but I do not know if it has reduced malpractice suits.
X, I have been investing for 40 Years, and have learned the hard way to be patient with a sunrise business. For example I owned Qualcomm at the time that CDMA won out over TDMA and sold after it went up sharply. I told my wife “ how many cell phones can people buy?” I owned Amazon in 1999 and sold during the dot com bust. I thought, “ why keep a company that doe not make a profit?” Similar story for Microsoft, and several others. Well, this time I know better. I have held my LWLG shares since 2012 and I read everything and I wait patiently for the the time when the whole world hears what the goo can do. I will finally go to a shareholder’s meeting next year and meet everyone.
The NY Times online today has videos showing all of the stages of making chips in foundries. The automation is amazing.
This is one of the best presentations I have seen, especially for new investors. Highly recommend.
Quarterly and easy to find at Nasdaq.com
Did I hear Lebby use the term “disruptive” for the first time today, right after ubiquitous?
HellKitty, thanks for sharing. We are nearly in the same boat. I have 400000 shares at .96 ave. Holder since 2012. I have introduced more investors who now hold it.
He is talking about Blockchain.
I also sold Qcom early. I remember thinking, once you have one cell phone, how many more will you buy? Maybe the dumbest conclusion I have ever had about a technology.
Eventually the polymer could be used in making the microprocessor in computers, and that would use a lot less energy.
The Great Pumpkin has walked through the back of the wardrobe.
And thanks to you Wise for posting about LWLG in early 2012, when I got in.
mike
I commented on SA
Thanks for posting about ATOM. I have been reading their presentations, and ATOM’s history and development path is remarkably similar to that of LWLG. They now have one Joint Development Agreement under an NDA and that is all it took to take the share price from $9 to $43. Check out the recent presentation on their website. The similarity to LWLG is remarkable. The revenue will all come from licensing. LWLG will kick their butts with regard to speed, cost and power use. All it will take is a JD announcement.
Thanks, that makes sense.
Answered my own question: The sealant improves copackaging by lowering production cost.
Question: Does the use of the new patented sealing method change the need for copackaging, or compliment it?
Mea Culpa, I was wrong that Theranos had no patents. My apology for that careless statement.
She faked her test results and did not send a machine out to independent users for testing. She had a black box and a hidden traditional testing production line in her building. When LWLG potential customers test a device in their systems, the proof deals will come.
Holmes had no track record. She was right out of college. She had no experienced scientists on her board. She never had a patent. She never sent out a device of any kind for testing. This is a silly comparison.
Photonics guy. Your post on the obstacles that LWLG faces in selling new technology to the major companies is one of the most useful posts I have seen on this board since it started. We must all be patient and be encouraged that LWLG has the people with the knowledge and experience to deal with these obstacles.
Faloon! Yikes! That guy is a quack or a conman, or both. He make lots of money selling supplements to the credulous.
I think the volume over the last two weeks would exhaust the Lincoln selling volume that usually wipes out any gains. If this kind of volume keeps up, the price should continue rising.
Correction, Fred Leonberger is attending, but not as LWLG, just as a committee member.
I wonder why LWLG is not presenting at the OFC conference in San Diego. Everyone else is there. Too big perhaps, with hundreds of companies attending. Maybe not focused enough.
This quote from the article reinforce the importance of having a joint venture to manufacture the initial products.
“The company hoped to leverage its technology to meet the high-volume, low-cost requirements of large data center customers. However, it had trouble convincing such customers that a company of Kaiam’s size could meet their needs,”
Maybe the buyer put in a market order without a limit, possibly by mistake. That could result in paying way more than the ask.
Man, my spelling stinks! Their instead of there!
Liabilities: I just read the 8k and their is no liability for any debt or other financial obligations.
Do we know from this press release if LWLG took on any debt as part of the purchase?
Walter, Potential revenues this year?
That seems optimistic to me. I would guess we might expect orders and a manufacturing jv by the end of the year, but no revenue until next year, but I should probably defer to your judgement, as you are better informed than I am. In any case I am telling my wife revenue next year, when she talks about getting another horse.
I would add that the careful approach to being sure that the 25 and 50 are performing at a level that will convince users to buy them is a good thing, consistent with LWLG development over the last several years. The last thing we want is for the products to be evaluated before LWLG is certain they will perform as expected. This is exactly what we should want and they are delivering, and on time as usual.
Here are the AppDynamics numbers before the buyout. The key to the value seems to be how fast revenue was growing.
"Good revenue, not profits - Like most tech startups, AppDynamics has a good revenue stream, but profits were elusive. The company incurred net losses of $68.3 million, $94.2 million and $134.1 million in the fiscal years ended January 31, 2014, 2015 and 2016, respectively, and $95.1 million in the nine months ended October 31, 2016.
The revenues for the fiscal years ended January 31, 2016 stood at $150.6 million, growing 84% year-over-year. For the nine months ended October 31, 2016."
Read more at:
//economictimes.indiatimes.com/articleshow/56804329.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
Read more at:
//economictimes.indiatimes.com/articleshow/56804329.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst