No Announcement of a Big Partner Despite it being a stated goal of the company at both the 2021 and 2022 annual shareholder meetings to actually NAME their deal and foundry partners , none have been named. Secrecy for competitive reasons has been mentioned as a possible reason, but it was a stated goal and it hasn't happened.
I believe, as do perhaps the marjority of investors, that the commercial announcement was with Polariton This is for a simple reason: Anyone can determine from Polariton's website that they are offering products now, and that Lightwave is supplying some of the material - that is Lightwave is a commercial partner of Polariton.
It is quite a stretch to think that Lightwave after 15 years of first announcing their intention to offer a commercial product in 2008, they finally commercialized with a first entity and then within just a few weeks they commercialized separately with Polariton, without issuing a press release announcing a second agreement with Polariton. Why would a Polariton agreement be a secret? There is no good reason commercially. But there is a VERY GOOD reason in terms of shareholder communications: A Polariton agreement is not seen to be anything with near term volume potential like a Foundry agreement would be. Shareholders at ASM were led to believe that Foundry commercialism was near because of the PR that day, as if one is related to the other. But since they aren't, it further suggests the Foundry work has quite a ways to go. I see the last minute announcement as a desperate attempt to mislead investors re their true status with Foundries via a bait and switch.
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