I was one that struggled with the CEO change, and in evaluating the time-to-market considerations I had moved a majority of my funds over to POET. However, over the past six months as I saw LWLG progress following the news releases. With a lack of news, almost dead silence on the POET side following the Marvell acquisition of Celestial AI, it seemed POETs biggest current risk regards execution, so I rebalanced slightly buying back into LWLG twice between $3 & $4 bucks to get back in for 20k shares, and in premarket the morning tower semi was announced I added another 10k shares, and then took some profit and at least have a position of around 18k shares. My current holding It is about a tenth of the shares i once had in LWLG but at that time my portfolio was nearly all LWLG, and I am at an age where diversification is of higher importance. I am happy to at least have a position that could still create a decent nest egg over time. As opportunities present I hope to build upon my position. Congrats to those that held on.
I still have a lot of investment dollars in POET, and knowing what my allocation to each should be has always been a personal wrestling match. The time-to-market gap between these two investments seems to be narrowing. While I believe time to market may still favor POET at the moment, that does not mean that deals could not happen for LWLG that may allow for big moves in the stock as already witnessed, so I would not want to be out of either one because neither has reached their potential yet, and if you are looking for stocks that could easily see 10x - both have this potential within a two year timeframe. They are the two biggest race horses in my portfolio. Since diversification is becoming more important for me, I also have positions in Lumentum and LITE, Marvell (a now public way of investing in Celestial AI) and Quantum Computing Inc as a potential foundry materials play (because Proto's slide 13 is out out-of-date on a couple of the measurement factors for TFLN), simply because photonics and the interconnect space is going to be where the action is for the foreseeable future.
I have gained an appreciation over the past six months for Yves management style. I also find it interesting the recent deal with the Silterra foundry, which is the key foundry that POET has been using for quite some time. That announcement was also an event that triggered me to buy back some shares in LWLG. Through interactive brokers I also have smaller positions in DNEX (sixty percent owner of Silterra), Globetronics, and NationsGate just so that I can follow their earnings calls to get a glimpse into how things are going in Malaysia and their own wafer & assembly progress.
Congrats to all those who have held their sizeable positions in LWLG. I was never one of the big dogs on this board but I am happy to at least have a little skin in the game sitting at a nice profit, and also to have booked a little profit already as well this past week but LWLG could easily see another move up and I hope that it does.
Bullish
AI
