Pieces of the puzzle.
We finally have a plan and the execution is underway, what is underway? IMO it is forcing the hands of a few different entities and in IMO the end result is the same, we exchange our shares for either cash or shares in another company or visa versa. Why do I say that?
The Major Microelectronics has our ish and is working directly with Lightwave (for a short while I’d say that Photon-X may still be in the mix). IMO More than likely once the Microelectronics partner is happy they will make a play for us, simple as that.
IMO, Tom, Joe, Chuck and Fred are all in the process of coming up with or having discussions with companies that fit the bill for a partnership, a merger or an acquisition. Once one of these is set in motion we move from a small fish to a slightly larger fish which would cost more should the Microelectronics partner choose to make a play for the whole thing.
Lockheed has been set aside. This may get interesting because we have material a versatile stable and very fast material, AND they are aware of what we can do. IMO they will be back, if not then there is always Northrop when WE choose to play again in that sector. I wonder if one of them will make a play for us?
Build a device with the use of a new partner and move it market, a top down approach. While this sounds like a logical plan I still do not see us going into full production mode of a single low hanging fruit product without someone taking us out early in the game.
Yes Babu is hammering out the molecule and Greenlee will get the testing side set up, that is lab stuff, Glasgow and Eaton can handle it. It is chemistry; it WILL get cleaned up and consistent, simple as that, just a matter of time.
Folks we’ve got Zelibor who is not afraid to play hardball. We’ve got Joe Miller who can call just about any fortune 500 company’s CEO and request a meeting. Fred Leoberger is highly respected from his JDSU days and worked the merger and acquisition side for them on quite a few ventures. We have our latest addition to the BOD that is well versed in M & A. We’ve got Bim on the BOD to work with him. If these guys choose to put together a deal, they no doubt could do it. Remember Tom at the SHM said something like (I’m paraphrasing) “from time to time we have those discussions”.
We have a unique molecule that is a game changer, until this point we didn’t have active leadership out working the market, we were getting pushed around and drifting whichever way the wind blew, IMO some of the entities were trying to wear us down. Not anymore guys, I would love to be a fly on the wall at the next board meeting, I’m guessing that it will be 2 weeks from today, with Miller finally fully engaged the synergies that will evolve now will move us forward at a pace that until now we are not accustomed to.
Just my 2 cents worth, trying to put together different partnerships in my mind, honestly the possibilities are endless. I do however think that it will be a domestic and not a foreign partnership; if Perk is what it appears to be then folks we have a game changer here.
I think the business side is now going to make a move and add value that until now has been lacking.
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