Re: LWLG and Spectra7, Steve, we really need to discuss this. You are my favorite person here, and I respect and appreciate your posts. But when you just wrote that LWLG has 500-Bagger potential and Spetra7 has 50-Bagger potential, I nearly fell out of my chair.
LWLG is a nanotechnology company developing new material, which they intend to sell to manufacturers of electro-optic devices. They have not sold anything yet.
I have been invested in just such a company for a long time. It is also a nanotech company, creating new materials. It sells to the U.S. military/DARPA, and it also sells to corporations. It is the only company of its kind, and the materials it creates are patented and in high-demand by the U.S. Department of Defense, and it is also getting into the IoT, Automotive, Aerospace markets, etc.
It is also a promising 100-bagger, 500-bagger, or other-bagger, but the only problem is, it has been valued at around the same amount for the past 20 years!
The issue is that the nano-materials and technology they design and create are so far ahead of their time that the world is just now beginning to need it.
So my point is this: Yes, LWLG May have very valuable intellectual property, and their materials May one day garner billions of dollars in revenue, but they are still, first and foremost, a development-stage nanotech company that hasn't yet sold anything.
I would be very careful with recommending to people to invest in LWLG vs. Spectra7. When you say it has 500-bagger potential, that would make them worth Twice what Intel is worth. Is a Development-stage company Really going to be worth Twice what Intel, a company that has been around for many decades and sells to everybody, is worth?
And, as for the 50-bagger potential of Spectra7, that would put them at just $1 billion in valuation. Since I know you were talking about a time-frame of Decades when you said LWLG could be a 500-bagger, I assume you were also talking Decades for Spectra7's 50-bagger potential.
Do you Really think a development-stage company will be worth $350 Billion one day many years from now and Spectra7 will only be worth $1 Billion by that time?
If anything, I might flip those two amounts around, but that would be a tad high for Spectra7 and a tad low for LWLG.
I think the real outcome might be more like this:
LWLG will do extremely well, and they will sell to a lot of electro-optic companies, but it will be Many more years than you think before their technology is adopted.
Spectra7 is selling Today, and is entering its hypergrowth phase this year (Finally), and will grow revenues to over $100 million very quickly (If they don't get bought out first).
And finally, I truly believe that Spectra7 will be worth what LWLG is valued at today (a 35-bagger for S7) before LWLG goes even 10-bagger.
I'm not sure a new investor would be happy holding LWLG for the next ten or twenty years, waiting for their tech to get fully adopted, while Spectra7 becomes a behemoth in the mega-billion-dollar high-speed interconnect world.
