Too funny, Ted chooses not to believe Bard but instead believes 2nd hand information on the internet.
Folks you cannot make this up. He is quite the researcher.
Oh yes here are 6 out of 10 things that Ted said that he was wrong on, he did the math and said I received a 40% which is a fail, lol I don't think math is his high point. Apparently the other 4 were a different short.
But last time I checked 6 out of 10 is 60%
Ted also said that he only gets a stock write a little over 50% so I wonder how that math works as well, I'd say it is probably 25% when I asked for track record in his almost 20,000 posts here on ihub he could not provide it.
He always wants me to apologize so Ted I have to apologize once again for making you look like and uniformed short grasping for straws oh and also point out that you know nothing of the Electro Optic Polymer space, Sorry.
You've got to love Ted patting himself on the back, because he calls the management inept and is just here to save others. He even admits that he knows nothing about Electro Optic Polymers and never talks to management. Oh and his latest, he is only right at researching and picking stocks about half the time. Yikes, Sounds like quite a mentor to me.
Shorts are worried funny thing is they won't even tell you when they are short, they just say, no not short just here to find out the truth.
Well here they are, you tell me guys.
1.) The shorts had worked for months to try and convince investors that Lightwave had a problem poling. Then low and behold Lightwave just unveiled 2 patents they submitted years ago solving that issue.
2.) The shorts claimed for years Lightwave could not protect the device in anything other than a gold box, then Lightwave unveiled the ALD patent that they had acquired. Basically, hair spray over the finished chip is all that is needed. The foundries are using the same thing over the electronics side of the chip.
Understand that even if someone else invents an EO Polymer Lightwave Owns the Patent on ALD over Polymers. Comprende?
3.) The shorts claimed Lightwaves material was not stable, Wham Bam blown out of the water yet again. I smoked my bronco tires when I saw the data.
4.) Shorts said that Lightwave could never get this under 1 volt, well Lightwave did, in fact Lightwaves polymer is so sensitive that their modulators can function without the aid of driver to boost the voltage. Basically the electriic in the 1's and 0's rolling off the silicon can embed themselves into the laser using Lightwaves polymer. Oh and by the way, Lightwave also owns the patent on a driverless Polymer Modulator. Even if someone perfects a stable sensitive EO polymer when the try direct drive, they have to come knocking on Lightwaves door with cash in hand.
5.) For the 6 months leading up to the annual shareholder meeting the shorts stated Lightwave could not close a commercial deal all the while the shorts borrowed and sold an additional 4 million shares trying to convince some that the sky was falling and once again Lebby delivered we now see that deal in the 10-K.
6.) For months the shorts said Lightwave could not use anything other than gold on their electrodes, well guess the F what, yup, once again (at the shareholders meeting) Lebby put up a slide of successful foundry runs and when asked by me if the contacts labeled AL on the slide stood for Aluminum Lebby said “yes, we use that any many other materials as well”. I asked about aluminum corrosion, the response was, X (you idiot) that is what the ALD will also protect.
7.) The Shorts were trying to convince longs that the foundry had not made progress on PDK’s, Lebby certainly blew them out of the water on that as well. As info PDK’s are process development kits, it is how the foundries make Lightwaves devices available to the public so when an NVDA’s, Amazon (AWS), Cisco or Fujitsu is designing they can check that box and add that to their device in the foundry.
8) The latest falsehood is that the Polymer degrades just like LED’s therefore they cannot become ubiquitous. As info LED's were invented over 100 years ago, I think he meant OLEDs but Lightwaves polymer does not produce light, that come from an InP laser. Mixing apples and oranges. Lightwaves Polymer Switches the Light. Oh and by the way both LEDs and OLEDs are ubiquitous.
9) As info the institutions now own 26% of the shares, Vanguard passed up Blackrock by increasing their position by 23% recently. The shorts would have us believe that only Index funds that are required to buy shares own this company and that the institutions all buy the same amount of shares in a company without regard as to the condition of the company’s financial, the promise of its product or the demand from the industry. You cannot make this up.
10) I like this, I asked a short that likes to post more than I do where he gets his info, he said from the internet because everything on it is true. When asked why he does not use first-hand information he said that he is not good at reading people in person because one time a CEO in another company misled him. Now I asked you, who are you going to believe someone that looks a CEO, Board Members, Employees etc. in the eye or the internet. Funny, but true.
Wait if that is true all institutions would have the same return, there would not be dominant players like Vanguard and Blackrock in that space. Who are the 2 largest holders of LWLG, um, let me think, oh yah that’s right Blackrock and Vanguard. What the institutions did was buy shares the price went up to 20 bucks, they loaned those shares to the shorts, the shares shorted the price lowered and the institutions keep adding to their position or this would be at $200.
11.) Just out the lab space is up and running, Ted says that it could be as long 6 to 9 months for the foundries to produce millions of these he used to say 10 years. What changed? Is he learning?
The shorts are worried folks and it is obvious that whomever they got their info from was consistently years behind making up issues that had in fact already been solved.
Lightwave is finally at the stage where they have the patents in place, leased additional lab space, hired additional lab personnel for making larger quantities of perkinamine, (a few fluid ounces can make thousands of devices) the new lab will be equipped to test larger quantities of chips coming back from foundries, work on new polymers for additional devices (currently they have 4 polymers that are available) produce data sheets, standardize bulk testing they have even hired a dedicated deal maker, oh also a V.P. dedicated just to working with foundries that are both actively running wafers and at the head of the line ready to do their first run.
This thing will in fact snowball because the industry's "go to" good old silicon photonics has hit the wall it simply cannot run faster. Lightwaves material when added applied to Silicon triples the speed and because it is so sensitive it is 30times smaller and uses 1/10 the power all at a time when AI is pushing the amount of data processed by the data centers through the roof.
Lightwave makes the thing that makes the component better anyone communicating using fiber optics needs it, the entire industry needs it. Think if BASF produces a chemical that makes paint last longer. Why would the paint manufacture tell its competitors what makes their paint so durable. Lightwave is going partner with many and they will simply sell devices that are faster and require less energy, those companies are not going to tell the competition what they do to make that happen. Lightwave will quietly market to the tier1's and they will insist on it in their data centers and devices. The one exception that I see is that if the foundry runs were paid for by Lightwave Logic (vs. say an amazon or facebook etc) Lightwave would do joint public PR of where the industry can order chips with Lightwaves Perkinamine on it (It is called checking the box on the PDK).
The shorting situation will be solved by additional Partnerships and look out when those Partnerships are accompanied by a dividend in a new 3rd party company licensing say the ability to develop the Lidar device market or for the biotech crowd a medical sensing partner, wham short situation solved in short order. Remember that currently they are only talking about Telcom 2km to 10km market but there are so many more.
Xberger Understand that Lightwave approached some foundries on their own and were directed to work with others by a few tier 1's. I'd bet the tier 1's pay the foundry while Lightwave pays on the ones they approached.
Cash on hand for Operations until 2025! I sleep very well, what a relief.
This will enable Lightwave to negotiate from a financial position of strength. You do not want your back against the wall financially when working a deal. Common Sense.
For those that chose to wait the good news is that if you miss this boat now don't worry you can catch it at any of the next few ports (deals) however the price for the ride will be higher and the cabin won't be as nice.
The shorts guessed wrong once again they thought that the 10-K would reveal that Lightwave would need additional money for next year which would require them to work a deal with an institutional investor and some shorts could cover there, Oops Lightwave has Cash in the Bank to operate until 2025.
aaa
Sorry again Ted
x
