Watched and listened to the video twice
My initial impression of Yves has been fully confirmed
There’s a huge difference between Yves and Dr. Lebby when it comes to business acumen
I said it in December and I’ll say it again now Dr. Lebby is a scientist, an academic. He lacks that true business instinct — things like clear communication, persuasion, trust-building, making deals. (Many people underestimate how crucial that is.)
Yves has it, and he’s proven it multiple times in his career.
He understands that everything starts with crystal-clear strategy and positioning, followed by driving customer value:
“Clarity of strategy and market position. I felt that was kind of number one when I took over the job.”
He openly acknowledges mistakes were made:
“When I came, actually, I'll be very, very honest with you... coming from the industry, of course I knew the company... but I was not inside.”
“My main concern was about the readiness of the materials. Because the industry had that question.”
He did a good job explaining the “why” behind those past issues — and more importantly, he has already addressed them:
“That is what we have addressed... Now customers know that we are not a competitor anymore.”
And he’s clear about what matters now:
“I think we have to deliver results. I think that’s the right strategy for the company at this time.”
“My job is not financial engineering. My job is to build the products, build the customer base.”
The message is clear and repeated:
“It’s all about our ability to execute and deliver to the customers on the value of this material.”
So no more fluffy language. No more mixed signals. Just execution and action.
And thanks to the way Yves explained the market dynamics and internal decisions, I’m not blaming Dr. Lebby.
Yes, mistakes were made.
But let’s not forget: this is an extremely technical product in a highly complex market — with enormous money and power involved.
Also: Lebby has achieved important things. He had a near-impossible job.
In hindsight, it’s always easy to criticize.
Which brings me to point 2.
2. About the constant negative posters on this board
I don’t know what the final outcome for LWLG will be — I don’t know the market well enough.
(Side note: I will be buying more at these levels, because I understand and believe in it more than ever.)
But here’s one thing I now know with absolute certainty:
Yves Lemaitre and Dr. Lebby are not "grifters", contrary to what a certain group of posters here keeps claiming.
They're not in this to cash a paycheck while misleading retail shareholders.
That entire narrative is dead in the water after this call.
And who keeps pushing it?
A small, vocal group who keep on spewing vulgarity and arrogance, pretending they know better, and would “do it all differently” if they were in charge.
Many of them are just frustrated because they lost money — money they clearly overexposed themselves to without thinking.
Now that they’re sitting on losses, it turns out they took risks they couldn’t afford.
And instead of owning that, they spend their time posting the same angry message 100 times a day. Nothing better to do apparently.
Then there’s people like Polymer Paul — a guy who seriously thinks his tone and language might scare longs into selling.
He pretends to understand what’s happening inside the Belgian/Dutch investor group, while knowing absolutely nothing.
And whether it’s deliberate dishonesty or just basic incompetence, he continues to twist facts and misrepresent what the company actually says — like he did again this morning.
I can smell the dishonesty from a mile away.
Calling people like Yves Lemaitre a grifter and other words?
Yves, who has the key players in this billion-dollar industry on speed dial?
What does that say about their credibility?
Keyboard warrior nonsense.
Big talk. No substance.
Anonymous wannabes hiding behind message boards.
These people are a joke.
And completely irrelevant.
Best of luck to all longs — we’re getting there.
“Our material is better than anything else you've touched for electro-optics.”
“We bring the path to the next generation, whatever that will be — 800 Gbps or terabit per lane. Nobody else has that.”
Bullish
AI
