InvestorsHub Logo
Followers 103
Posts 18135
Boards Moderated 3
Alias Born 04/22/2010

Re: jeunke22 post# 107078

Friday, 07/01/2022 7:07:29 AM

Friday, July 01, 2022 7:07:29 AM

Post# of 195046
Jeunke said, Pointed out that industry discussions on photonics started in earnest when his photonics roadmap in 2016. Since than discussions started on pro’s and con’s of such materials as lithium niobate, barium titanate, dielectric and polymers. The pro’s for polymers growing in industry awareness and appreciation. Current panel discussions at EPIC ( Poet, LWLG and EPIC) centered around question if the global photonics industries hybridisation activity needed more ( PDK) standardisation and it’s own foundry to drive scale and acceleration of market penetration. LWLG well positioned in any value chain configuration ( with CMOS) : UBIQUITOUS.

Wow just Wow!! sounds like ole Proto has had it right all along!! YES, it has been DEAL TIME for a long time!!!

Lebby has LWLG in tons of CONDITIONAL DEALS for many years now and it is ALL coming to fruition for MASS COMMERCIALIZATION as soon as the Foundry PDK's are complete!!!

Here's something Investors need understand, and that is that LWLG HAS BEEN in the Design-In Cycle of MANY Tier 1's under NDA's for several years now, and Investors already know that LWLG was doing testing in THEIR SYSTEMS as far back as late 2020, but these were boutique style prototypes, not mass produced in a large Foundry, so CONDITIONAL DEALS are almost certainly in place for when the high volume production at Foundries is readied by the completion of the PDK's which Lebby has told Investors would complete in at LEAST 2 Foundries in 2H22, at this point the MASS COMMERCIALIZATION begins in earnest!!

$6 PPS <-------- ARE YOU EFFING KIDDING ME!!!!!!!!!!!

PPS GOING TO BE WAY NORTH OF $100 PPS "WHEN THIS ROLLS" EASY PEASY !!!!

--> Many Tier 1's late in Design-In Cycle currently Piloting in THEIR SYSTEMS, Licensing Agreements forthcoming in 2022/2023

--> 5 Foundries in process, Tech Transfer Agreements with up-fronts by the end of 2022

--> Russell inclusion on June 24, 2022


Why? Well let's just do some quick back of envelope math, here,

2022 Transceiver TAM is about $20 Billion

per Lebby, the Modulator can range from 20-30% (low) to 80-90% (high) of the Transceiver BOM

LWLG is SO HUGELY DISRUPTIVE it would be priced close to high end of that range

Ok, so let's be super conservative despite the FACT that LWLG's technology is TONS THE BEST of anything/everything out there it should logically get about 99% of the market!!

So, let say 50% of Transceiver Market 2022 at $20 Billion and use 70% for the LWLG Modulator, so the simple math and LWLG Revenue is CONSERVATIVELY at $7 Billion

So with LWLG's TEEENY TINY cost structure and 110 million O/S shares the PPS number would conservatively be a MIND BOGGLINGLY HIGH NUMBER

SHORTS LISTEN UP!!!

SHORTS your daze to COVER are SHORT!!!!
now 20+ MILLION SHARES SHORT!!!!

Investors need to understand that LWLG's product cost will be a TINY fraction of the REVENUE, a couple of ounces of LWLG's secret sauce can create 10's of thousands of devices!!

PAY CLOSE ATTENTION TO THE TITLE OF SLIDE 35!!!!

"Volume Scale with Silicon Foundries with Timelines"

Lebby just gave Investors GUIDANCE on VOLUME SCALE PRODUCTION at FOUNDRIES on Slide 35 !!!!

Lebby's GUIDANCE is that VOLUME SCALE PRODUCTION at FOUNDRIES will begin at TWO Foundries in 2H22 and at THREE more Foundries in 2H22 to 1H23 !!!!!!

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/17f9d24e-10e0-5e66-081e-e2fdcd3cd214?origin=2

Lebby credentials are IMPECCABLE!!
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News