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Saturday, December 09, 2023 2:44:58 PM
I already knew what Lebby told you in that letter about how close LWLG is to additional Licensing and Tech Transfer Agreements just by simple extrapolation of the following slide, I guess some people struggle with math, not that hard really, here
GOALS - Near term external activities & goals
Typical expected cycle from “value proposition to customer” is ~18 months
Lebby has told investors to expect more Licensing Agreements and/or Tech Transfer Agreements in 2023 and 2024 as the LWLG embarks on the road to UBIQUITY!!!
1) SIX OR MORE "LEADS" which were engaged including Production Trial runs of the Technology
2) THREE OR MORE "SELECTIONS" in Key "PUSH" and "PULL" categories based on the LEADS efforts
So What are the PUSH and PULL categories Lebby is talking about? >>>
1) PUSH >>> these are the FABS, FOUNDRIES, TRANSCEIVER MAKERS
2) PULL >>> these are the HYPERSCALERS (Amazon, Google, etc)
Slide 27 - September 11, 2023
VALUE PROPOSITION
• Key “Pull” drivers: Hyperscalers, AI & Quantum
computing focused solution providers. Overall
industry understands our value proposition
• Key “Push” drivers: Silicon Platform providers.
Fabs and foundries focused on alternate
growth, transceiver vendors, packaging houses.
PROSPECTS
>12 prospects identified based on value
proposition discussions
LEADS
>5 ”leads” engaged including trial runs of
technology
SELECTION
Selection of >2 in key “push” & “pull” categories
based on ”leads” efforts
CUSTOMERS
Plan is to scale in volume
Slide 15 October Investor Presentation
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
GOALS - Near term external activities & goals
Typical expected cycle from “value proposition to customer” is ~18 months
Lebby has told investors to expect more Licensing Agreements and/or Tech Transfer Agreements in 2023 and 2024 as the LWLG embarks on the road to UBIQUITY!!!
1) SIX OR MORE "LEADS" which were engaged including Production Trial runs of the Technology
2) THREE OR MORE "SELECTIONS" in Key "PUSH" and "PULL" categories based on the LEADS efforts
So What are the PUSH and PULL categories Lebby is talking about? >>>
1) PUSH >>> these are the FABS, FOUNDRIES, TRANSCEIVER MAKERS
2) PULL >>> these are the HYPERSCALERS (Amazon, Google, etc)
Slide 27 - September 11, 2023
VALUE PROPOSITION
• Key “Pull” drivers: Hyperscalers, AI & Quantum
computing focused solution providers. Overall
industry understands our value proposition
• Key “Push” drivers: Silicon Platform providers.
Fabs and foundries focused on alternate
growth, transceiver vendors, packaging houses.
PROSPECTS
>12 prospects identified based on value
proposition discussions
LEADS
>5 ”leads” engaged including trial runs of
technology
SELECTION
Selection of >2 in key “push” & “pull” categories
based on ”leads” efforts
CUSTOMERS
Plan is to scale in volume
Slide 15 October Investor Presentation
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
Bullish
Recent LWLG News
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 12:02:14 PM
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- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
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