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Hi Jeunke, love this post of yours, but do not fully understand what you are saying, could you break it down for us ' Rookie investors" . Thanks in advance.
Jeunke,
Thanks for this great update. Quick question....any idea when the clock started on the timeline? Are we a few months into this process OR are we closer to the end?
Quick Question for Any Longtime Shareholders......
What in your opinion is the delay (for us non technical simpletons) with acceptance and adoption really all about.....
" Are we at the stage where we are tweaking the wafers and devices (Tier 1's need more development) to the satisfaction of the Tier 1's before they sign a deal with us?
"Are we building a Dataset to satisfy them before the Tier 1's will sign a deal? "
"Is this a reset due to the sudden "Private Demos" at the last Conference? "
I am just throwing some possibilities out there, but just curious to know what is the simple version of why we possibly have to reset and wait another 6/12 months before any Tier 1's commit to a possible deal?
Thanks in advance to all those who will respond. I wish and pray that we all come out as winners with this investment.
Can someone PLEASE clarify for me.......
I got lost in all the details.......
Known Fact - We have been working with 1 to 2 Tier 1's since late 2022/early 2023?
so is the SIGNIFICANCE of the recent Demos at the OFC .....
True/False- The 20 or so CLOSED test demonstration's at the recent OFC were also for Tier 1's and were a mix of Manufacturers, CM, and Foundries..........So are we to assume that the significance of these demonstrations is that other than the first 1 to 2 tier 1's back in late 2022/2023, this is the first time that these new Tier 1's are seeing the potential, and is kinda gives them the opportunity to jump on-board or the initial 2 Tier ones we are already working with will have an advantage over everyone else? And does it start the 18 months clock for the new Tier 1's?
Some posters here were speculating that the Directors and Senior Management had not requested any Raises this year....BUT....according to this Proxy it seems like they will be asking for review of Compensation.....Am I missing something....
https://s3.amazonaws.com/sec.irpass.cc/2586/0001079973-24-000528.pdf
NOTICE OF ANNUAL MEETING OF SHAREHOLDERS
TO BE HELD WEDNESDAY, MAY22, 2024
To Our Shareholders:
Notice is hereby given that the 2024 Annual Meeting of Shareholders (the "Annual Meeting”) of Lightwave Logic, Inc. (the "Company”) will be held at 10:00 a.m.
(Mountain Time) on Wednesday, May 22, 2024,at the Hilton Denver Inverness, 200 Inverness Drive West, Englewood, Colorado 80112, for the following purposes:
1. To elect two (2) Directors to the Board of Directors to serve until the 2027 Annual Meeting of Shareholders or until their successors have been duly elected or
appointed and qualified;
2. To ratify the appointment of Morison Cogen LLP to serve as the Company’s independent registered public accounting firmfor the fiscal year ending December 31,
2024;
3. To hold an advisory vote on the compensation of our named executive officers;
4. To hold an advisory vote on how frequently we should seek an advisory vote on the compensation of our named executive officers; and
5. To considerand take action upon such other business as may properly come before the AnnualMeeting orany adjournments thereof.
The Board of Directors has fixed the close of business on March 25, 2024, as the Record Date for determining the shareholders entitled to notice of, and to vote at, the
AnnualMeeting orany adjournments thereof.
For a period of 10 days prior to the Annual Meeting, a shareholder list will be kept at the Company’s office and shall be available for inspection by shareholders during
usual business hours. A shareholder list willalso be available for inspection at the AnnualMeeting.
Yourattention is directed to the accompanying Proxy Statement for further information regarding each proposal to be made.
Whether or not you plan to attend the Annual Meeting, please sign and return the enclosed proxy card or voting instruction formas promptly as possible in the envelope
enclosed for your convenience, or please vote via the Internet or by telephone. If you receive more than one proxy card or voting instruction formbecause your shares are
registered in different names and addresses, each proxy card or voting instruction formshould be signed and returned to assure that all of your shares are represented at the
Annual Meeting. Proxy cards or voting instruction forms forwarded by or for banks, brokers or other nominee
Jeunke,
Thank you for the additional insight, much appreciated. I think we will all be relieved once they announce a first deal with a Tier 1. In my humble opinion even if no Company name or dollars are shared with the announcement, the market should look at the announcement as a Major accomplishment because it will relate to a Tier1 company. And I would assume that the share price should immediately shoot up to around $10 to $15 dollars a share.
Atleast that is my DREAM LOL........
Jeunke,
Congats on the new shares. Wish I had more ammo to buy, but out of $$$. Do you think we could hear some good news before the shareholders meeting? Also in your HUMBLE OPINION are we months away from a Contract or partnership, or could it take the rest of the year 2024?
Short Interest in LWLG....looks like it is dropping??...Any thoughts on whether they are continuing to reduce their SHORT positions, OR are they having a hard time getting more shares??
Short Interest 19,958,549 shares - source: NASDAQ
Short Interest Ratio 35.70 Days to Cover
Short Interest % Float 16.79 % - source: NASDAQ (short interest), Capital IQ (float)
https://fintel.io/ss/us/lwlg
To All the Smart Tech Gurus on this Board.....
Is this the BIG reveal we are all waiting on mid 2024......... will this be the Joint PR
Jeunke you had discussed this in your post #186900 that Marvell would be releasing ground breaking data center transceivers mid 2024......
Marvell Technologies announcing groundbreaking data center transceivers mid 2024 using 200 Gbps per lane and silicon photonics. Now who would be able to supply 200 G per lane modulators on a silicon photonics platform? I know only of one company! Marvell delivers its products to Google, Microsoft and AWS and they are projecting a gigantic datacenter TAM between 2023 and 2028 from 21 B to 75 B. None of these huge developments are included in the analyst projections. ‘The market’ doesn’t know ( yet).
https://investor.marvell.com/2024-03-25-Marvell-Demonstrates-Industrys-First-200G-3D-Silicon-Photonics-Engine-to-Scale-Accelerated-Infrastructure
Marvell Demonstrates Industry's First 200G 3D Silicon Photonics Engine To Scale Accelerated Infrastructure
The industry's first SiPho Engine with 200 Gbps electrical and optical interfaces, the device delivers 2x the bandwidth and 30% lower power per bit versus comparable devices with 100 Gbps electrical and optical interfaces.
SANTA CLARA, Calif., March 25, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, will demonstrate its 3D Silicon Photonics (SiPho) Engine this week, the industry's first highly integrated SiPho engine featuring 32 channels of 200G electrical and optical interfaces for connecting next-generation AI clusters and cloud data centers at multi-terabit speeds.
The 200 Gbps device delivers 2x the bandwidth, 2x the input/output (I/O) bandwidth density, and 30% lower power per bit versus comparable devices with 100 Gbps electrical and optical interfaces1.
Device integration and greater bandwidth input/output (I/O) density provide a pathway for producing a wide spectrum of optical interconnects optimized for different use cases and form factors ranging from pluggable modules to future co-packaged optics (CPO).
The demonstration will take place at OFC 2024 this week in San Diego, California.
Hi Jeunke, here is my private e mail.....
Hi Jeunke,
Please can you see message below from X........... Post Number ......187633.....X vouched for me....maybe you might have missed his message on the board... please could you send me the meeting update that you shared with a select few... thank you
x993231
Member Level
Re: shazam1355 post# 187628
Saturday, April 20, 2024 4:31:38 PM
Post#
187633
of 187670
Shazam is cool.
X,
I just sent you an e mail ....please can you check your inbox. Much appreciated.
Shaz
Hi Jeunke,
Please can you include me in your private limited insight also that you are sharing with the private group ? I know that you do not know me, but X can vouch for me. X and I have known each other for the past 10 years. I am Shaz from Houston Texas.
X please can you vouch for me? We just e mailed each other last week.
Jeunke22 my e mail address is shahzad@sunbeltimports.com
Thanks.
Hi Jeunke22,
Please can you include me in your private limited insight also that you are sharing with the private group ? I know that you do not know me, but X can vouch for me. X and I have known each other for the past 10 years. I am Shaz from Houston Texas.
X please can you vouch for me? We just e mailed each other last week.
Jeunke22 my e mail address is shahzad@sunbeltimports.com
Thanks.
Hi Walter,
Can you confirm what Killercliff is saying in his post as you were present there? He said.....
"If a PR comes out, it will be a blast with several tier 1s at the same time and apparently not a small contract."
Thanks in advance.
Hi Red,
I reread your post and it made me think a lot of the December Press Release in which Lebby stated that he was trying to close deals even before the end of the year 2023. Something does not seem right about that. This is just loud thinking, and maybe makes sense or is just my wild imagination....
Firstly, to this day even with the latest presentation at the LD Micro Conference, Michael Lebby is always 100% cautious in his words, not to over commit to anything, the highlight of his message at the LD Micro Conference would perhaps be that "we are not just being pulled along but are being dragged along" by potential customers.
BUT for some reason back in December 2023 he made the "BOLD" statement when he threw caution to the wind, put his neck on the line and said that he is closing "deals" plural soon, maybe even before the end of December 2023. That is totally out of character for him. He is smart enough to know 100% the repercussions of what would happen if he did not deliver on his statement. Yet he did make those statements. Some on here say that he did that because the share price was dropping and he was trying to save the stock price from dropping below a certain threshold, OR some on here say that it was because of the inclusion of the ALD and needed further testing. But again Lebby is smart enough tech wise to anticipate the inclusion and additional timeline needed if changes were to be made because of ALD. Also if indeed it was because of the share price dropping, then it would not be the first time we dropped below the 4 dollar mark.
So the question remains WHY did he make such bold statements? Was it a moment of WEAKNESS, or maybe to TELEGRAPH to potential acquirers that we are really really close to making deals.... and that time is running out ....
Would love the hear everyone thoughts?
To Everyone,
Great that the Annual Shareholders meeting has been announced. But the key question still remains will we get a DEAL before the annual meeting, OR will we go into the meeting without a DEAL...........countdown begins
Hi KCCO,
Great post. Thank you for the update. So does all this mean that next logical step is " License Deal" or "Foundry Deal" ? Are we there YET LOL ?? Or are there any further steps involved? Should we expect some good news begin to trickle out before the ASM meeting in May ?
Red,
Thanks, and yes that would make sense. So I guess if it gapped up to say 10-12 dollars a share, that could start a potential short squeeze....fingers crossed 😃
Hi Lewrock,
Thanks for your response. Hopefully Lebby will deliver something more than just.....
"reliability data, prototypes, and product demonstrations."........all these are great, but not sure it will move the share price LOL 😃
Hi Carlin,
I feel your pain....... about being upside down and your cost average being much higher than current share price. But glad to hear that you are hanging in there. I have been in this stock since 2017, I jumped back in when Michael Lebby came on board. I also thought it would be a few years and we would get there. It is now 2024, and yes my fault also for not selling some at 20 bucks a share. I too thought it was just the beginning of share price appreciation LOL.....I will NOT make that same mistake twice 😆.....BUT I hope Lebby gives us something SOLID before the ASM.
Carlin, from your lips to gods ears that we get above $10 a share....😃😃😃👍️👍️.........BUT.......if the share price gets anywhere close to 10 dollars, would that not cause a "short squeeze" or would the price need to be much higher to cause the squeeze??
KCCO, .....will we all be rich by the time the May ASM meeting arrives......😄😄
Hi Jeunke,
You said.....
" Institutions owning shares ( or even having naked shorts in their books) will orchestrate an artificial short squeeze to clean up their books".
Do you have any insight on what $$$ share price they would need to raise it to, to cause a "short squeeze" ? Would that squeeze begin at say like at $10 dollars a share or would it need to be higher ?
Thanks in advance.
KCCO,
So are you still optimistic as per your previous post that "the next 3 months will be the best in the Company's history" or did Lebby's interview today and 10K hint that there is more work to be done and timelines have been extended?
Just a FUN Thursday Optimistic post to lift our spirits ......LOL........
Seeking Shareholders opinion .......... IF we get a Foundry Deal before May 2024 Shareholders meeting, will our share price exceed the 20 dollars that we all look back on and kick ourselves for not selling our shares LOL.......????
Runlebbyrun,
From your lips to Gods ears.......hope your prediction comes true for all the long time shareholders. If what you say comes true, you will become everyone's HERO 😀
Hi Lightning Rod,
What "black out" period are you referring to? Sorry if I missed something or do not understand the term
KCCO,
Thanks for your update.
Do you have any idea why the "deal or deals" got delayed/took longer ? And what I mean by that is that Lebby in the Dec 4th letter must have had something in mind when he included "trying to close a deal before the end of the year" but cannot guarantee it will happen. His comments were taken as we were close, but not there yet and they needed to work out all the details so end of year might not happen. But now we are almost done with February 2024.
Not being negative as I believe it will happen but does make you wonder what delayed it longer than one assumed based on the Dec update.
Thanks in advance.
The numbers that I am not sure about and am just guessing are....
The European shareholders
The USA shareholders
REF: Share count
Is the below Share Count owned by shareholders and institutions somewhat accurate......
Total Shares outstanding..... 117 Million
34 million owned by Institutions
4 million owned by Goetz Family members
20 million owned by USA shareholders ( I am under guessing on purpose)
25 Million owned by the European contingent of Shareholders
AND
22 million shares shorted
Even when you exclude the 22 million shares that have to be returned by the shorts you are left with only 34 million shares......so when we get NEWS this thing could FLY as there will be an instant demand for shares.........
Any thoughts anyone ? Am I dreaming or is this scenario possible ?
Thanks KCCO, hopefully we get some good NEWS before the shareholders meeting and we would all already be flying high LOL...:)
Hi KCCO,
Thanks for your post. Quick question in regards to your answer no.8 .... not looking for any inside information but....when you say what is stated below....are you saying that we will all be scrambling to buy more shares "after" the shareholders meeting or before the "annual meeting" ...??
8) Dumb. To the contrary, millions and millions and millions of shares will be gathered late May at the shareholder meeting and will likely still be in a euphoric state in June.
Hi MDK1,
Nice to have you back. Keep posting your stock analysis, it keeps us long time shareholders hopeful and energized. Also could you share what major resistance levels stand between us now sitting at $ 4.60 and us punching through $ 20 dollars or higher as $ 20 dollars was the all time high.
Much appreciated.
So here we are almost middle of February 2024, and we still await news that was indicated would come in the not too distant future. Just curious to know how the genuine long timers will be feeling IF we still do not get any Licensing/Tech Transfer NEWS by end of March? Not saying anything negative is happening, but Lebby did indicate that we were close.
Kcco,
Enjoy your break from the board. Always nice to go and do something else while we wait. But before you leave for a long time, is the NEWS you waiting on going to be "share price" moving news and can be considered "Big" news?
Thanks in advance.
Carlin,
Thanks for giving some perspective. On the flip side, I also wonder whether the long WAIT for share price appreciation is almost over and we hit some new highs in the next few months. I too regretted not selling when we hit 20 dollars. But now IF we get the NEWS of Partnerships/Licensing deals, hopefully we will at least go up to 10-15 dollars a share. IF that happens then it would be easy to hang in there a little longer as this milestone would be considered a real inflection point for the company as far as real Revenue.
KCCO,
I guess 2025/2026 is not too far off. Also I hope that whatever DEAL or NEWS that we are all waiting for that was tentatively promised to us by Michael Lebby in the Dec 23 letter, will propel us into double digits once and for all. I think a lot of us long timers will get re-energized if the stock price was back say over 10 dollars, to give us strength to hang in there longer, for the much bigger payoff, but of course a lot of us are not very young anymore LOL...so want to enjoy some of this money before it is too late.
Hi KCCO,
I was curious to know if you believe as strongly as X does that we will be bought out in the next 1 to 2 years? As you seem to have your finger on the pulse a lot more than others, wanted to get your take ?
Thanks in advance.
To All Shareholders, Is it my imagination or are we beginning to see posts that suggest that we will get NEWS closer to March 2024? It is already January 16th, and not a peep out of the company? Have timelines for NEWS been delayed? Is anyone hearing any whispers or rumors? If we do not get any News this month, then when will we get any updates? Not sure what was behind Lebby saying end of Year or a little later. Anyone have any thoughts on what could be the delays OR did something else change?
Thanks in advance to everyone.