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Re: None

Friday, 04/10/2026 9:22:43 PM

Friday, April 10, 2026 9:22:43 PM

Post# of 233295
Something to think about.... is there a comparative between our little LWLG and AAOI, with a bigger question of SHOULD our valuation increase similarly as they have over the past 6 months. Comparatively AAOI have PDK's but also a physical product that require builds, QA, packaging and shipping and integration. Our little product is more of a chemistry formulation that were requires second-party (Semi makers) integration, placements, testing and distribution. Our Perkin amine product is higher margin, lower over-head, streamlined production, and made in Colorado. Should LWLG not track to a higher stock valuation in a similar process going forward???

KC or LewRock, you want to offer your insights here. I'm thinking they track just the same, if so, when revenue comes in around Q1 or Q3 2027, then we should be nearing the same market cap valuation.

Thanks to all the longs... It's been a great week!!
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