InvestorsHub Logo
Followers 18
Posts 1295
Boards Moderated 1
Alias Born 08/25/2022

Re: Todmohr post# 176383

Friday, 01/19/2024 3:29:19 PM

Friday, January 19, 2024 3:29:19 PM

Post# of 195308
Tod:
You have the small cap knowledge and experience. This is obvious in your writing

There are some very unique things that LWLG has in its favour that the general small cap industry does not have.

1) Because LWLG is mainly a chemical company they don't have to manufacture anything except the PERK. The will never need to hire more than 100 people and maybe no more than 75. For now 30-40 people tops is enough to get us to mass production in terms of supplying the PERK and creating the next iteration of PERK. This is not typical of the majority of small cap companies out there. Lightwave is very unique in this regard.
2) Because of the 3 prong approach to revenue generation there are healthy streams of revenue that can come in quickly once this gets rolling. Not the normal revenue generation approach of the majority of small cap companies out there.
3) LWLG is in the right place at the right time at this moment. The 20 years leading up to this time never saw the demand that we see now for the type of solution that LWLG has. No operational or functional modulators were ever produced using polymers prior to 2022 with the reliability, stability and life long qualities as seen in the modulators that LWLG submitted for ALT (accelerated life testing) not even close.
4) LWLG is a part of the new PHOTONICS revolution and Lebby is a very well known leader in this revolution. It is happening and it WON'T happen without leaders like Lebby. Being well know in the industry gives the company eyeballs and the attention of the industry. Not something small caps are generally favoured with.
5) Manufacturing is not the worry of Lightwave logic. There are foundries out there >2 that can manufacture these modulators but then again there are also a few transceiver companies that soon will be manufacturing pluggable transceivers with PICS on board. That first announcement of a functional transceiver is going to change everything.


There is much more that can be said about lightwave but suffice it to say there are some real advantages inherent to the structure of the company that will not make near as vulnerable as so many small caps that are out there.
No I am not saying LWLG is guaranteed to make it and make it big but there just isn't another public company out there in the market that comes close to what we see happening with lightwave and its solutions for the photonics industry.


Just my quick response,

L_R
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News