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Saturday, June 08, 2013 9:22:52 PM
Went back and listened to the CC again at Proto's suggestion in light of what we saw and heard in the last PR and SeeThryEquity. Although nothing here is exactly original thinking the following twist is mostly an opinion based quite substantially upon tonality, semantics and of course the content. This is a reading between the lines and not Fact - Please keep that in mind:
Tom Zelibor spoke at length about business combinations and it did seem in a sense to be a shot across the bow to EM Photonics that LWLG was not going to have a strategic merger or other business combination just for the sake of doing so. I think they realized that the price for the merger was just too high, if not completely irrational, and quite simply not in the best interests of shareholders.
The long-standing history between Lou Bintz and Alan Michelson had considerable benefit apparently and Lou was able to anticipate and circumnavigate some obstacles. For lack of better phraseology Lou did not have to reinvent the wheel when dealing with his former peers. Lou was able to make immense progress in a very short amount of time. Meanwhile it is plaussible that EM Photonics was stalling as part of a negotiating gambit to apply pressure to LWLG to capitulate at a lower valuation. We just dont know for sure.
Regardless, it still appears that the prototype for the Modulator and Transceivers are just not ready yet. All we have are "Optical Structures" whatever that means. Looks to me like the 1 month goal to have the first 3GB Modulator has in fact failed to materialize but progress of some sort is being made nevertheless - just at a snails pace. The news of progress was as much for our consumption as it was for EM Photonics and possibly the LLS/Microelectronic customer.
I expect the pace of progress to accelerate substantially now because LWLG's attention is not lost in one fruitless direction. Tom Zelibor cut his losses quick which is good. In the past LWLG's history has been littered with partners that either lacked ambition or more likely had severely conflict interests. A consolidated mission with trustworthy parter(s) is optimal for success. Let's hope that is finally what LWLG finally has.
-WISEGUY
Tom Zelibor spoke at length about business combinations and it did seem in a sense to be a shot across the bow to EM Photonics that LWLG was not going to have a strategic merger or other business combination just for the sake of doing so. I think they realized that the price for the merger was just too high, if not completely irrational, and quite simply not in the best interests of shareholders.
The long-standing history between Lou Bintz and Alan Michelson had considerable benefit apparently and Lou was able to anticipate and circumnavigate some obstacles. For lack of better phraseology Lou did not have to reinvent the wheel when dealing with his former peers. Lou was able to make immense progress in a very short amount of time. Meanwhile it is plaussible that EM Photonics was stalling as part of a negotiating gambit to apply pressure to LWLG to capitulate at a lower valuation. We just dont know for sure.
Regardless, it still appears that the prototype for the Modulator and Transceivers are just not ready yet. All we have are "Optical Structures" whatever that means. Looks to me like the 1 month goal to have the first 3GB Modulator has in fact failed to materialize but progress of some sort is being made nevertheless - just at a snails pace. The news of progress was as much for our consumption as it was for EM Photonics and possibly the LLS/Microelectronic customer.
I expect the pace of progress to accelerate substantially now because LWLG's attention is not lost in one fruitless direction. Tom Zelibor cut his losses quick which is good. In the past LWLG's history has been littered with partners that either lacked ambition or more likely had severely conflict interests. A consolidated mission with trustworthy parter(s) is optimal for success. Let's hope that is finally what LWLG finally has.
-WISEGUY
Recent LWLG News
- Form 8-K - Current report • Edgar (US Regulatory) • 05/27/2026 08:01:14 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/15/2026 08:15:54 PM
- Lightwave Logic Shares Slip Despite Revenue Growth and Expanded Market Opportunity (LWLG) • IH Market News • 05/14/2026 12:39:41 PM
- Form S-3ASR - Automatic shelf registration statement of securities of well-known seasoned issuers • Edgar (US Regulatory) • 05/08/2026 09:10:21 PM
- Lightwave Logic Announces Availability of Version 1.1 of Its Polymer Photonics PDK, Advancing Process Integration and Foundry Transfer • ACCESS Newswire • 05/07/2026 01:30:00 PM
- Lightwave Logic, Inc. Announces Timing of First Quarter 2026 Financial Results and Business Update Call • ACCESS Newswire • 05/05/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/30/2026 01:28:01 AM
- Lightwave Logic (LWLG) intellectual property advisory engagement supports licensing model expansion • IH Market News • 04/29/2026 02:28:14 PM
- Lightwave Logic Engages Michael Best as Strategic Intellectual Property Advisor • ACCESS Newswire • 04/29/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 12:02:14 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 04/21/2026 12:00:10 PM
- Lightwave Logic Announces Scheduling of Annual Shareholder Meeting • ACCESS Newswire • 04/14/2026 12:30:00 PM
- 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
