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Alias Born | 08/25/2022 |
Monday, September 25, 2023 11:07:53 AM
Chew on this …..The presentation last Sept on p 25 indicated that they had “extremely high yields on > 1000 poked devices” which meant operational PDK’s at a foundry BUT we did not obtain the information from Lebby that 2 foundries had operational PDK’s until the last week of December.
Remember that?
Now investors would have liked to have had that information much earlier in the fall and no one realized what the statement in quotes (above) meant. Perhaps Management could have done better in communicating?
But what this shows is that Lightwave was ahead of the game and investors didn’t know that until 3 months later even though a very large indicator in the presentation suggested PDK’s were operational.
Now remember that a commercial agreement was very close to signing before the ASM but investors did not know that until the day of the ASM. Lebby was last minute again.
Well I am suggesting that perhaps commercial agreements are likely piling up right now and quite far along but just waiting for those robust data sets they have been asking for. These agreements may just need signatures. Of course I am guessing on this. We are not going to know until last minute perhaps even though they are quite far along in negotiations.
Of course this is all inference but there is a pattern of facts behind us that indicate that what I suggest is clearly possible.
L_R
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