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Thursday, March 05, 2026 6:54:27 AM
P&L FORECAST based on all investors know today, recall that Yves originally told investors the SAM was $1.0 to $2.5 Billion, but in a later update he said the 1.6T market size was growing so rapidly it had already TRIPLED since he had provided those SAM numbers, so the revised SAM would likely be at least $2 to $4 Billion range easily)
Annual estimates for 2028-2030 with LWLG having 3 Fortune Global 500 Customers and Polariton
SAM _______________________________ $2.0 Billion
SOM (REVENUE) @ 40% SAM __________ $800 Million
COGS @40% REVENUE _______________ $320 Million
GROSS PROFIT @60% REVENUE_______ $480 Million
OPEX/CAPEX__________________________$40 Million
NET PROFIT PRETAX ___________________$440 Million
TAX @ 20% ____________________________$88 Million
NET PROFIT AFTER-TAX _________________$352 Million
OUTSTANDING SHARES ______________ 150 Million
NET PROFIT PER SHARE _____________ $2.35
MINIMUM P/E RANGE 50 TO 100
P/E @ 50_____________________________$118 PER SHARE
P/E @ 100_____________________________$235 PER SHARE
Note: I believe COGS for OLED is closer to 25% so the 40% Yves used may actually be on the high side
Taxes info here >> https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177232002
Annual estimates for 2028-2030 with LWLG having 3 Fortune Global 500 Customers and Polariton
SAM _______________________________ $2.0 Billion
SOM (REVENUE) @ 40% SAM __________ $800 Million
COGS @40% REVENUE _______________ $320 Million
GROSS PROFIT @60% REVENUE_______ $480 Million
OPEX/CAPEX__________________________$40 Million
NET PROFIT PRETAX ___________________$440 Million
TAX @ 20% ____________________________$88 Million
NET PROFIT AFTER-TAX _________________$352 Million
OUTSTANDING SHARES ______________ 150 Million
NET PROFIT PER SHARE _____________ $2.35
MINIMUM P/E RANGE 50 TO 100
P/E @ 50_____________________________$118 PER SHARE
P/E @ 100_____________________________$235 PER SHARE
Note: I believe COGS for OLED is closer to 25% so the 40% Yves used may actually be on the high side
Taxes info here >> https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177232002
Bullish
Recent LWLG News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/10/2026 10:37:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/10/2026 09:22:42 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 08:38:42 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 08:31:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 11:50:53 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/07/2026 08:07:26 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/07/2026 07:42:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:06:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 01:47:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:39:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:14:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:02:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 08:01:17 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/30/2026 08:03:59 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/25/2026 08:53:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/25/2026 08:49:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/24/2026 08:34:36 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/20/2026 09:03:10 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 03/20/2026 08:35:22 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/18/2026 08:44:44 PM
- Lightwave Logic High-Speed Modulator Platform Now Available in GDS Factory PDK for GlobalFoundries Silicon Photonics Platform • ACCESS Newswire • 03/16/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 10:00:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/12/2026 07:49:41 PM
- Lightwave Logic stock surges 30% after Tower Semiconductor partnership announcement • IH Market News • 03/12/2026 11:04:40 AM
