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x993231

06/08/22 6:57 PM

#103806 RE: Lewrock #103804

It's nuts, it's almost like they, the shorts belived someone that didn't do their homework.
Honest, 50 Lightwave longs very, very well versed in this science went to a shareholders meeting, spent 3 days grilling management and the employees even at the bar, (you can tell under truth serum if they are not confident) 3 days is a long time, hundreds of conversations. Folks they got this, I can tell you not once did any board member or employee look down. This is going to be HUGE. In the past there were maybe 10 or 20 of us grilling them. Has anyone ever been to a shareholders meeting of a new nasdaq company, nope, ask everyone you know that is an "investor".

Three times the speed at half the power of silicon photonics and because it is so sensitive that it can do its thing without a component called a driver.

We are good, the shorts could still double down though.

X, 7 foundries know that it is the "next node". There is simply no viable solution except polymers. And they can produce enough for multiple foundries with 20 people, 50 max,,,,when it is ubiquitous Do your homework.
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prototype_101

06/09/22 7:02 AM

#103848 RE: Lewrock #103804

Lewrock said, Imagine what the price would be if the shorts had taken a pass on playing this one. Not sure what date the game started, but January 31st showed 8,224,272 short and the price was $7.16. So 12+ million shares of shorting since then has plummeted the stock by $.17.

Oh my!! X said Shorts added another 100k Shares Shorted yesterday (over 20 million shares Short now) and the PPS rose 5%, I'm not a rocket scientist but I think the message there to Shorts is COVER NOW!!!

PAY CLOSE ATTENTION TO THE TITLE OF SLIDE 35!!!!

"Volume Scale with Silicon Foundries with Timelines"

Lebby just gave Investors GUIDANCE on VOLUME SCALE PRODUCTION at FOUNDRIES on Slide 35 !!!!

Lebby's GUIDANCE is that VOLUME SCALE PRODUCTION at FOUNDRIES will begin at TWO Foundries in 2H22 and at THREE more Foundries in 2H22 to 1H23 !!!!!!

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/17f9d24e-10e0-5e66-081e-e2fdcd3cd214?origin=2

Lebby credentials are IMPECCABLE!!

SHORTS LISTEN UP!!!

SHORTS your daze to COVER are SHORT!!!!
now 20+ MILLION SHARES SHORT!!!!

$7 PPS <-------- ARE YOU EFFING KIDDING ME!!!!!!!!!!!

PPS GOING TO BE WAY NORTH OF $100 PPS "WHEN THIS ROLLS" EASY PEASY !!!!


Why? Well let's just do some quick back of envelope math, here,

2022 Transceiver TAM is about $20 Billion

per Lebby, the Modulator can range from 20-30% (low) to 80-90% (high) of the Transceiver BOM

LWLG is SO HUGELY DISRUPTIVE it would be priced close to high end of that range

Ok, so let's be super conservative despite the FACT that LWLG's technology is TONS THE BEST of anything/everything out there it should logically get about 99% of the market!!

So, let say 50% of Transceiver Market 2022 at $20 Billion and use 70% for the LWLG Modulator, so the simple math and LWLG Revenue is CONSERVATIVELY at $7 Billion

So with LWLG's TEEENY TINY cost structure and 110 million O/S shares the PPS number would conservatively be a MIND BOGGLINGLY HIGH NUMBER