Let's see... yesterday, shorts increased by 100k shares and it was basically a 'churn day' but up .20 in the end. Shorts are in for more than a quarter of a BILLION dollars on their collective bet. Share price now at 11.70. Is today the day it busts 12 and ends at 12.75 or 13? I think it just might be. Doesn't matter to me if it's today, tomorrow or the next day. I have done my due diligence for 15 years on this company, been at multiple ASM like many here and won't be scared or deterred by anything a short says. ANYTHING.
I know what I have.... I know the character, integrity and talent of Dr. Lebby and our first class team. Unparalleled and unrivaled. I know the potential of the material that has been validated and that is now being worked with in 5 foundries (soon to be 7 or more) with 2 foundries to begin on a timetable to make decision/implementation at any point now in the next 5 months. I know the obvious industry advantage, for example, our material is now only currently 3 times faster than legacy material, it can be architectured in ways to fit as many as 60 modulators on a transceiver and ultimately save as much as 90% in energy costs based on data throughput vs. current legacy designs. Just think. Current lithium niobate archtiture on a transceiver that is really geeked up to barely get to 400Gbps with all kinds of electricity flowing thru it, 8 channels or 16 (which gets incredibly hard AND expensive to make it go) all tweaked by PAM 4 architecture... One of those on a transceiver or 30, 60 or more modulators made thru what Perkinamine will do being in a foundry PDK (like Globalfoundries ; ^ ) and have 4 single channel modulators making a 4 X 100 Gbps system to get to the same. Don't forget GFS has said they are testing/working with and 800 Gbps system in an interview 3-4 months ago that they were really excited about. (Wonder who that could be? Who has currently a 4x100 single lane system made with PAM 4 technology that gets to an 800 Gbps system? Hmmm) Now imagine 30-60 of those on a single chip...
Just wow!
Cost, space and power savings that cannot be matched... and headroom to get up to and beyond 3200Gbps with the tech!
JUST WOW.
No one, no one can come anywhere close, has no future that even has a plan to compete with that....
SCWAB CALLED ME yesterday begging for me to loan shares out, get paid a boat load each month... Nope, I smell a sinking ship and after all the lies, manipulation, etc. that has accompanied the shorting, I won't cry over what's coming. I never wish another harm, but I have learned a lot about those that will stop at no boundary to make money. There is a price to pay. We do reap what we sow. In this case, I and many will simply hold our shares and know that we have a very, very, very, very, very, very clear winner that is worth $100, $500, and yes over $1000 dollars a share in the days to come. We will be stunned by the use and applications enabled by this technology over time... there's a reason the tech has been studied and tried for almost 60 years at untold BILLIONS spent by Fortune 100 and 500 companies in R & D, because everyone knew if 'it worked', if polymers could be used to transmit data, the speed and cost could not be matched. Now we have both the ability and the technological moat to secure that we can be put into use a million different ways in the future. It begins with being put in foundry PDK's for use within data come and telecom. But that's only the beginning....
Now, the shorts have put down a quarter BILLION dollar bet against the company because the company is 'pre-revenue'. Thing is, I am far from alone. I believe from what I know, the long position here on this board is likely between 40-50 million shares holding incredibly strong. How many companies have that, nearly half the float held so strongly by a base that is only growing? And these folk, I have met some and talked with many, have gone through incredible ups and downs, but now see what will be ... and it's more quite frankly, so much more than we even imagined 5, 10, 15 and some even 20 years ago.
Shorts placed a bet, but the longs on this board based in the US and Europe have placed A MUCH BIGGER BET, based on incredible personal, faithful due diligence that didn't begin in Dec. 2021 when this began to be shorted heavily. Our bet doesn't incur a daily 20, 40 or 60% cost to find and borrow shares. Time is on our side, not yours. Shorts made an incredible miscalculation picking the wrong stock and stow ownership base to try to scare/manipulate. The longs have waited a long time already believing in the technology and have seen the manipulation as a time to ADD, not panic and sell. Add on top of that a growing, steady, hungry institutional accumulation in the drive down to 6 dollars a share that have bought and are buying every day, and the increasing scarcity of shares to borrow ...
Now the battle lines truly have been drawn.
Frankly, I could care less about what any short says here because I know what I have, I know they made a calculated bet and were not able to drive the price down to 2, 1.50 or 1 like they were hoping in the scary downturn of the market the last 6 months. We are now seeing the beginning of a tech recovery and rally. LWLG fits PERFECTLY in being a hot tech stock in the right place, right time, facing th desperate need of data centers and foundries NOW with unbelievable competitive advantage for the foreseeable future. A general tech rally will only serve to increase the buying pressure shorts face. Add to that the bomb of a foundry announcement or 2, and other business agreements that could literally happen at any point because we have continued to be in conversation with these companies on these advancements on a regular basis according to Dr. Lebby.
Ubiquitous. It will be everywhere!!! And the pressure shorts face will only increase until there is capitulation. And it will come now, either thru general unwillingness of longs to sell at 11.70, 12, 15 yes 20, 25, 40 and beyond because we all know this is the beginning of something much larger... or the announcement (that will come sometime soon) that makes it a mad scramble to buy, buy, buy, sell your kids/spouse/dog even to buy what ever can be accumulated all at the same time shorts have to buy there way out. I will go ahead and say it.
I see 2 ways forward in the next few weeks or months.
Scenario 1: I see the steady price increase as longs hold, institutions and individual continue to accumulate (I do every 2 weeks when I get paid now systematically just buying whatever I can with extra funds) and shorts switch decide or are forced through margin requirements to buy their way back. If that happens now, the short squeeze capitulation might make a current 11.70 stock not a 20, but likely a 40 dollar stock or more. I am not sure the price that longs will begin to help out by taking some minor profits and giving some stock back, but I believe it will clearly be way beyond 20 because we have been there, and many, many (including institutions have continued to accumulate as it went up (and down) the first time... so there are a LOT less shares available to buy back for shorts needing to cover. Margin requirements will be up against continued accumulation... that's one way... what's happening now. If no announcement in the next 2 months, we will still rise strongly in this scenario because the stock continues to be accumulated, there is almost no selling and shorts have to pay incredible costs on their quarter billion dollar stake AND increase to try to hold the lid on this. What we are seeing is 100, 200k shares borrowed in a day still results in a small increase most days. The day before when many were returned, we were up a buck!
SCENARIO TWO: An announcement comes out at an unsuspecting time of a foundry partnership, where we have been in a foundry system testing/working for 18 months or so and now the path to mass commercialization is seen by everybody (we here have long seen it), we get instant analyst coverage, buy and strong buy recommendations from initial coverage, our name gets talked up as an up and coming technology by the big boys who have waited for this first validation to begin to pour billions in buying in at 20, 30, 40, 50 and beyond at the very same time shorts have to exit their position and buy there way out too.
This scenario will make this a 100 dollar stock I predict almost overnight because of all those factors combined, but especially behind this is a one of a kind base of ownership that has spent oft 10, 15 or 20 years doing due diligence who unbelievably, know what we have as being a once in a lifetime investment that will be worth a 100B market cap one day, $1000 dollar share price and beyond. This will be a 100 bagger for the first that buys there first share today at 11.70 or whatever it opens at... I believe that because this company and technology WILL be...
Ubiquitous.
Best to the longs today...
F2
News 
Market Data 
Discover 
