As information, the ECOC presentation is a high-level industry presentation where Lebby will show the performance parameters that the industry has been asking for to Engineering types active in the field for their peers to review (takes a month or so) and from that deals/partnerships and in my opinion buyout offers will begin to be formulated. It is not a presentation for laymen investors.
I do not expect anyone except wonks in this field to comprehend that data.
The shorts are in deep and trying to cover. They are way over their head so they have no choice but to make up things. They are trying to turn "investors" into "daytraders."
Friday was options expiration day, so the price adjusts to the level the option masters needed it at to eliminate the most payouts or make the the most money.
It looks to me like the shorts now understand that the longs at Lightwave "get it" We are "investors not day traders" so all that they can do is try and convince new shorts to assume their spot, super risky for any new short cats because the risk reward curve is finally heavily weighted towars the reward side. So, while they purport to be talking to newbie investors, they are actually trying to convince someone to take their spot. I think that they thought that Lightwave would go a different route on finishing the build out of the lab and were caught off guard by the amount of cash Lightwave has on hand.
Lightwave has about a dozen new employees (many are PhDs), about a half dozen foundries have been running Lightwaves material in trial runs and sending finished product back to the lab for testing and then on to current customers under NDA as I understand it some are even using the modulators in an operating environment. Lightwave has just finished an addition to the lab to handle the commercialization phase, no debt to refinance, and cash on hand to get them into 2025.
The industry has a huge problem because Silicon Photonics is maxed out. They are about to supercharge a trillion dollar industry. It has not been easy, but finally, the beginning of commercialization is on the horizon.
The potential here is too great for the industry to ignore. Patents are in place on not only the material but also devices. So even if someone invents a high performing polymer, they have to come pay Lightwave for using it in a device patent.
Someone will take this company over, and when that 1st offer is presented, Look Out.
It is one thing to short a company struggling with old outdated products, but Lightwave is about to bust a move not only in datacom and telecom but lidar, medical, gaming, sensing and the list goes on and on.
Xster stay tuned for this, wow, been a long road for me.
Bullish
AI
