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Re: ElectricMountain53 post# 201944

Monday, 10/07/2024 11:29:18 AM

Monday, October 07, 2024 11:29:18 AM

Post# of 236284
Remember - No 8k = no material development or deal and that includes developments under NDAs.

And NDA is not an excuse to not publicly inform shareholders of anything that might affect the stock price in a positive direction.

To remain silent on anything that is a material development would be a dereliction of duty and would subject the company to a possible lawsuit.

Once again I will ask the board if they have any clue as to what the company means when they say they are 'commercially ready', since it could refer to a number of different things falling far short of what people like proto have been saying.

adly, few here know what is “commercially ready”:

The cut and paste man here will try to make it sound like everything’s ready to go, everything is scalable today, etc., for the Googles and Amazon’s of the world to buy packaged transceivers. But we know that is just another of his ridiculous false and misleading messages.

I think there’s a ton of confusion and ignorance amongst this low information shareholder group about what really is ready for the marketplace today.

Some here - like KCC - know the answers. Maybe someone will step up to clarify for the shareholders.

The perkamine is ready for certain university and other research with one-off modulators, offered by Polariton, and the clearest example we have of being “commercially ready” and actually commercialized—ie revenue producing.

But the messaging on their readiness is very unclear because of the different expected uses of the material. Recall the company said way back in ASM 2021 that Commercialization had already begun!

So we have readiness of materials, readiness of different kinds of modulators using that material - some designed by Lightwave some not, readiness for different kinds of sampling, readiness of PICS, readiness of transceivers for sampling, readiness for end sales, readiness for licensing, etc…

It all gets bungled with the company’s mix and match style of messaging, which seems to be intentional. Perhaps someone here would like to break it down so that shareholders understand what’s ready and what isn’t ready, and what markets are served by each?
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