Lightwave Logic Inc (LWLG)

[XenaLives]

NOW, lets look at the last 4 of the 8 goals he had and what he said about them:


WOW - just look at all 4 of them: The last four fiscal 2021 goals look like they are at the same status now as they were then! And where they seem to be saying they will be for much of 2023, don't they? It makes one wonder just how much progress they actually have made in the entire last year.

An interesting one is the 'live traffic trials in customer systems' that he indicates was a goal met and that they were 'engaged with customers'. There's that pesky 'engaged with' phrase again! But this was as of June, 2022 - BEFORE any PDKs were completed, so what is he talking about? A little clarity from him is needed on that, no? And maybe that's what he is explain in the letter re the reliability testing required by them..BUT he says they lay the ground for demos in 2023? Huh? Were the old demos not good (reliable?) enough? Confusing to me, at least..

More importantly - they expected to have met their 2021 goals for Commercial Agreement With Customer and Qualification for Approved Vendor List by last June!, and here we are - HOPING it will happen by a full year after their original prediction

How abut a link so we can examine the full context?
I find it disingenuous not to do so....

Demos to foundries and demos to their customers - apples and oranges.
Live trials to foundries and live trials of prototypes to foundry customers - apples and oranges.

Prototype's post completely blows your argument out of the water.

4 FOUNDRIES WITH OPERATIONAL PDK's IS FACT!!!!!

PDKs Operational at >>>>
2 Slot (Europe and US)
2 Polymer Plus (Europe and US)

SIMPLE MATH 2+2 = 4

and if you look at the Open Letter you can easily see right from the opening statements that the Goals set out at the 2022 ASM are all being met on a timely basis and are expected to continue that way too, here,

At our Annual Shareholder Meeting in May 2022 we outlined a number of yearly goals and we are pleased to report that we are on-track with those goals as we enter 2023 energized and excited.

https://www.lightwavelogic.com/news-events-presentation/press-releases/


LWLG - TIMELINE SUMMARIZATION (Slide 39)

https://investorshub.advfn.com/uimage/uploads/2022/11/25/ilyyxTRL.PNG

(1) Alpha prototypes built in foundries, expected in the next five weeks.
(2) Beta's, literally any day now.
(3) Licensing agreement, also could be any day now.
(4) Tech transfer to foundries, expected any day after January 1st, 2023.

Revenue could be recognized in step 3, step 4, or shortly following step 4 when full scale production begins.

Slide 16 Optical Transceiver Markets are HUGE

2022 Market Sizes

Fiber comms 7 Billion
DCI/datacenter 9 Billion

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

LWLG's product cost is practically nothing, about an ounce or two of the Polymer dye can create about 10,000 devices, a gallon of it can create a MILLION devices!!!

Your remarks are nonsensical, there is no comparison between the two status reports.

A seismic change in any industry will have a multi year sales process. Since the final commercialization agreements are likely to be expressed as a percentage of the foundry's final contract confidentiality and delay in announcements are to be expected. "Licensing deal" announcements would be delayed for that reason. The end user would control the announcement from both the foundry and Lightwave and they would likely want that delayed so as not to inform their competition.

Commercialization announcements will strike like lightning bolts.