Can’t wait for the company to put the shareholder meeting on the website so I can listen again. I can really see (after a first listen) where value created from multiple foundry partnerships a year from now would result in a 10X multiple from today’s market price.
I don’t think that’s an exaggeration. Assuming we have say 3 foundry partnerships and one or two other business partnerships by this time next year, (which is not only very possible), but I would say likely, I may be underestimating what the value to LWLG’s share price is. But I can see that Dr. Lebby really met shareholders halfway today. The timelines on development (without giving revenue guidance) was extremely encouraging. We know and appreciate his honesty in reflecting on foundry partnership this year. I’m very grateful that he was willing to come out and say we made a lot of progress, but didn’t quite hit all of our ambitious goals. That’s a leader that I can follow…
So for the timelines for foundry partnerships, etc., and knowing that Dr. Lebby is a very conservative guy, (he said as much today) I can see no way that several of these will not come fruition a year from now. In fact, if I heard right, he did say near the end that he is in dialogue now with some Foundries for partnership deals. (Proto has been saying this and now I agree: we are right near our first deal … I think we get 1 inside of 2-3 months).
Now where I was BLOWN AWAY. I was expecting the possibility of being connected to 2 to 3 Foundries, but I was incredulous to learn that we are working with 7 right now (and to have what is being developed, timeline, etc. for each. Wow. I am over the moon about that honestly. It is only a matter of time before we have a $10 billion market cap … I say a year from now would not surprise me in the least … and that’s 70-80 bucks a share.
I’ve waited 15 years for this … the next year and the ones beyond are going to truly be rewarding. I thought today was a great day. X I know you will have more thoughts and so I look forward to them not having the ability to be there today myself. Almost pulled the trigger last night but just couldn’t quite get away…
Best to all the longs,
F2
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