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Thursday, 06/03/2021 5:22:25 PM

Thursday, June 03, 2021 5:22:25 PM

Post# of 201768
This is the crazy part.

I have been here for 15+ years like other Longs but rarely post as there are far smarter investors that translate the technology and patent advancements. I invested based on a paradigm technology that would replace silicon.

Now that commercialization is here, the fundamentals LWLG is capable of achieving as the defacto photonic standard are mind blowing as mass adoption and integration in the capital replacement cycle will occur quickly given the attractive ROI.

LWLG will begin to provide forecasts on revenue and margins and quarterly results will validate those in early 2022 I hope.

Just throwing out conservative numbers, if LWLG generates revenue of $500MM with 40% net margins that is $200MM or approx.1.94 per share multiplied by 80 P/E (too low since hockey stick growth) = $155 per share. Question is how fast revenues will ramp. Playing with the numbers really puts market capitalization in perspective as this will be dual driven by earnings multiple + paradigm technology driving entire industries.

For just datacom segment these numbers reflect negligible market share and margins could be higher on technology transfer agreement or lower if manufacturing in house, R&D, etc. This is why I believe along with a lot of you that being bought out in the triple digits should be the desire and that Lebby is empire building here.

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