The last few days are interesting. Everyone forgets what’s really at stake here. Those who bemoan what has been fail to see the forest through the trees. I remember when the first modulator was expected under Zelibor’s leadership to check in at around 2.5 GBPs. It checked in at 10 instead. That’s just speed. As the company has evolved in the last 5 years, the company is now hitting all the parameters necessary to finally convince outsiders potentially in a complete paradigm shift. It was never lost on me that this would be difficult. Almost every major component supplier has millions of reasons not to be the first to change strategy. They would look the fool if it didn’t work out. Meanwhile, Lightwave has continued now for the past couple of years to check boxes (some public, no doubt most private) that they have what is needed to help large corporations facilitate information transfer at ultra high speed. The last release was geared more for the corporate interests. I asked the MZ Group. While I may not like that and would want for a release of this magnitude to move the stock, (after 13 years), they assured that there was a robust plan in place for gaining shareholder attention too.
All it takes is one smaller company to license and validate this technology and we will see a reward that in my mind completely dwarfs our present market capitalization. Looking back, I think Dr. Lebby has done exactly what was needed, put everything in place for leverage and ultimately commercial success.
Tomorrow’s ASM may or may not be big. I don’t care. My eye is on the final price. Once we validate this technology, we will see incredible appreciation and I suspect a PE that will reward a company that will have such a unique possibility for a future, all held together with patents.
The money they will take in will be crazy next to a burn rate of just 400K a month presently. That’s what makes this so intriguing. The potential to be extremely profitable, maintain leverage, grow exponentially in a critical set of markets that will only grow.
Place you bets looking forward not backward.
Best to the longs,
F2
