Replies to post #151228 on Lightwave Logic Inc (LWLG)

[prototype_101]

I built a detailed financial model using the SOM/SAM information for 800G and 1.6T pluggable transceivers and it shows a $5-10 billion market cap by 2028 using the "base case" SOM estimates.

It's not perfect, but probably the most precise model anyone has put together so far. A big unknown is the COGS and OPEX, but using 80-85% gross margin (like OLED) and knowing LWLG estimates around 50 employees at mass commercialization...it's probably close. My revenue estimates also center around the value of the modulators, and not necessarily revenue had in technology transfer agreements. I'm not sure how those agreements would be priced and if LWLG would offer a discount so to speak since someone else it spending the money in manufacturing.

This is all just for one application and there are endless applications for super small, fast and efficient modulators. Hell, I even found a white paper using a MZM-based sensors used as a "nose" for fermenting coffee and finding the most precise time to stop the fermenting process.

Now - IMO, the company will be bought out well before we ever hit $1 billion in revenue. That's fine with me. OLED hit $10-15B market cap with around $500 million in revenue.

-KCC

https://www.reddit.com/r/LWLG/comments/15f4un7/daily_trading_action_and_general_discussion/?

[jeunke22]

As an indirect answer to some here. The long longs ( OTC market) have seen their holdings often 50-70% under water as well, but stayed the course. Just to emphasize that a development stage and pre revenue company always carries risk and volatility, Nothing new under the sun. That’s why you have to focus on the company and it’s progress and realize that it is still pre revenue, It comes with big risks, but it carries the promise of big rewards. Yes, we are more closer than ever according to the company’s indications.

[redspinelpinktopaz]

and if PQKD is real, the current price...[Is even more irrelevent~!b]