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prototype_101

09/22/19 8:27 AM

#48362 RE: jeunke22 #48361

Jeunke, I agree 100%, I believe that that R/T results will confirm the high degree of Stability that LWLG's Perk has shown from its onset, this is the greatest reason that Perk's 3rd generation material systems are and have always been superior to the fragile fluted molecules of the 2nd generation BLA's, and with this proof it ever increasingly becomes time for deals, the optimized 100gbs device, even Gen 1 at 3V enabling the simple cheap Next-Node at 400Gb is the final driver for the deal making, with these two major playing cards, Dr Lebby will be equipped to finally unlock the value that has always existed here
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Photonics_Guy

09/22/19 9:47 AM

#48366 RE: jeunke22 #48361

If we get an indication these two days that your and the industries concerns on reliability are as of now baseless LWLG ‘s credibility will take a huge leap forward.



Yes, LWLG's credibility will be improved. However, in light of a few unfortunate comments from management ("Katy, bar the door!" by TZ and "Fasten your seatbelts" by ML ), the company created a perception of imminency. And here we are coming upon two years after those comments were made.

Make no mistake, I am one of the company's biggest fans. I have several 100K reasons to see them succeed. But the fact is Management has not shared any information about these critically important tests that have been ongoing for the past 8 months. These tests are specifically being made to address an industry-wide perception that polymer devices are not environmentally robust w.r.t. temperature and aging. The results of these tests will dramatically affect LWLG's valuation, therefore are material information.

Consequently - the share price languishes - and we all pay the price in terms of dilution as LPC continues to sell valuable shares into a depressed market. Someone made a comment here a while ago that the the share price is roughly the same as it was a few years ago, but there are 4X shares outstanding now. That means your shares are worth 1/4 of what they were a few years ago.

My contention is that if the ongoing tests show promising results and that information (since it's material) were released in NR's, then we would see more interest and consequently a higher price per share, and therefore less dilution.

What doesn't make sense to me is the peculiar fixation that JM has with LPC. The argument that it's simply 'convenient' to continue to use the share purchase agreement with LPC and it allows the company to progress on the technical front without being "distracted" by raising funds via the traditional method through IB's or well-heeled angel investors through private placements, simply doesn't compute. IMO, the negatives I mentioned in an earlier post far outweigh these perceived benefits. But perhaps there are more considerations than I am aware of.

I am most hopeful that the ECOC will serve to increase awareness of LWLG's technical progress. I don't believe we will see much new information as material information legally must be released in the form of a PR...not at a tradeshow.

PG