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Thursday, March 12, 2026 7:56:37 AM
valuation comparisons here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177386840
LWLG 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) These are Annual estimates for 2028-2030 with LWLG having 3 Fortune Global 500 Customers already plus Polariton Plasmonics with their own Tier 1 Customers evaluating Samples currently, and then there are 5 Foundries including Tower, Global Foundries, SilTerra, AMF, and a still unnamed Foundry believed to be TSMC, read here for more on that,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177372705
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
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
Recent LWLG News
- 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
- Lightwave Logic and Tower Semiconductor Announce Development Agreement to Enable High-Speed, Low-Power Modulators on Tower's PH18 Silicon Photonics Platform • ACCESS Newswire • 03/11/2026 08:30:00 PM
- Lightwave Logic, Inc. Provides Update on Commercial Pipeline and Announces Timing of Fourth Quarter and Full Year 2025 Earnings Call • ACCESS Newswire • 02/24/2026 12:30:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/17/2026 10:18:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2026 11:04:44 AM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2026 11:02:32 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2026 11:01:49 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/29/2026 12:04:50 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/28/2026 12:44:51 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 01/27/2026 09:37:39 PM
- Form 10-Q/A - Quarterly report [Sections 13 or 15(d)]: [Amend] • Edgar (US Regulatory) • 01/20/2026 01:35:19 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/20/2026 01:30:24 PM
- Lightwave Logic, Inc. and QPICs Announce Partnership to Advance the Use of Electro-Optic Polymers in Quantum Processors • ACCESS Newswire • 01/15/2026 09:30:00 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 01/15/2026 09:25:42 PM
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- Form 8-K - Current report • Edgar (US Regulatory) • 01/08/2026 01:00:22 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/06/2026 02:25:43 AM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/06/2026 02:23:03 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 01/05/2026 06:00:21 PM
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