The news about the appointment of Yves LeMaitre, a renowned and respected figure in the industry and business, acts as a magnet for short-sellers. I see this more in terms of "defamation and slander" against him and the entire BOD of LWLG, without thorough reasons and evidence. The moderators should intervene more on this, but it seems to be tolerated in a deliberate way.
You don't need to be an expert in photonics to put all the facts together. Michael Lebby is dismissed as a liar and deceiver by the short-sellers. Lightwave Logic 2.0 made a restart with Dr. Lebby in 2017. May I draw your attention to the fact that this person outlined a roadmap in 2017 that predicted this AI boom? No one at the time realized what effect AI would have on our society. See below:
The energy consumption by Artificial Intelligence (AI) is increasing rapidly (doubling every 3 months). According to some calculations, AI could consume twice as much energy as all of France by 2030. This not only has a significant climate impact now, but it also complicates the fight against climate change. All this additional demand for electricity makes it even more difficult, for example, to electrify transport as quickly as possible.
LWLG has a top product that can grow over decades (800, 1600, 3200, ...) in the photonics world. The entire sector is transitioning to this solution, which perfectly plays into the hands of LWLG. The product is compact, 10 times faster, and consumes 3 times less energy. The increase in interest and demand (20-25, including TIER1 companies at the OFC in March 2024) is proportional to the expansion of staff, lab space, etc.
I read an article yesterday about Broadcom (helping giants Google and Amazon with cloud solutions) which is also investing in this. It is predicted that the market has a value of 150 billion, with Broadcom dominating with a market share of 5-7 billion just for data centers.
LWLG aims to dominate this market. Assuming a very conservative 1% market share, the following numbers in a quick calculation speak volumes:
- Current value LWLG: $0.50B
- Market share: 1% : $1.50B (50% net : gross margin - overhead costs)
- PE ratio of tech stocks: 50
- Market value: $37.50B
- Outstanding shares: 120 million
- Share price: $300
May I point out the enormous potential? Look at where NVIDIA was in 2019 and where it is now?
The company has no debt and has $31.50 million in the bank (with minimal dilution, which is logical). The entire market is forced to switch due to the high energy consumption and AI boom, and there is massive interest from companies. AMF, which I believe is a start-up foundry, serves as a model to convince major Tier 1 companies that things are functional and operational.
Consider the entire energy crisis, demand, solutions, interest in LWLG, and the current shift of the sector towards photonics as one puzzle. In Zurich, it has been demonstrated that they have the best product. The major Tier 1 companies, aiming to catch up competitively (like Broadcom trying to catch up with NVIDIA), are showing interest. Michael Lebby is renowned in the sector. Will everyone choose LWLG? No, but they will all consider it when they switch. You always want the best product in your application. Hypothetically, if Broadcom wants to overtake NVIDIA competitively and they were to hypothetically collaborate with LWLG, it would make sense for them to take the lead, and LWLG would need to stay silent (NDA).
I have been personally attacked on this forum, and the moderators have not taken action or imposed restrictions on those individuals. However, you don't need to be a professor to put these elements together. Do your own research, read extensively, and don't be influenced by this forum, which is manipulated by short sellers.
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