News Focus
News Focus
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Scope08

09/09/23 6:32 AM

#156674 RE: Nrdc92 #156667

“Shareholder/market expectations” are meaningless. Neither understand the tech or business model well enough to say what should or should not be happening at this point. That will change in the near future, but acting like LWLG is IBM of the 50’s, (well established/innovative/cutting edge), is not the right expectation in my opinion. LWLG is all of that right now….longs know it….Mngt knows it….institutions know it….but the general masses and some shorts don’t know it.
Once we start having quarter after quarter of revenue figures, LWLG should provide future guidance and shareholders can debate all day long, but Lebby and Co. basically just opened for business , and are still setting the table. All of that will change soon.
Bullish
Bullish
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tedpeele

09/09/23 10:14 AM

#156677 RE: Nrdc92 #156667

I feel this gives management too much credit.

They have known that if they were to reveal everything year after year after year, the price would be hurt badly. If eight years ago, they said it’s gonna be eight years before we see revenues people would have just dumped the stock and come back in six or seven years, and it literally would have traded for pennies per share.

LPC needs reassurance each year that there’s going to be enough confident retail investors to buy their shares at a higher price. What I’m saying is management has a financial incentive to not correct the expectations problem.

The question now is are they really only a few months away from some kind of significant validation and a year from some revenues or could these things still be several years or more away?
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zdog

09/09/23 11:03 AM

#156679 RE: Nrdc92 #156667

You left out the real reason. The process to develop and test polymer modulators and provide customers with data so they adopt this disruptive technology takes time.
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MarcoPolo4

09/09/23 3:44 PM

#156702 RE: Nrdc92 #156667

I am well aware that there was talk about commercializing for a number of years before Dr. Lebby became CEO. The company had a viable product with potential in the past but management lacked an understanding how to get polymers from the lab into finished products containing their polymers. It was a case of "you don't know what you don't know". Shareholders bought into a penny stock with potential and that often comes with oversized expectations unless you understand the business risks adequately. It takes many years to develop a breakthrough technology that no one else was able to create.Understanding that should be part of investing in small company technology stocks.Shareholders will rely on management to help with managing expectations but you have to keep an open mind to risks that management may not see or emphasize enough. The company had a stable and effective material that looked promising in the past but there was a lot of work that needed to be done but no plan on how to get it ready for the market to want to use it.

Dr. Lebby was brought onto the Board and subsequently became CEO when he knew enough and had a vision on how to get the material ready to be incorporated into chips containing OEPs. He knew the company was not ready and I doubt he was giving guidance on commercializing "next year" as he certainly wasn't doing so since I have been a shareholder over 2 years ago.We got one agreement in May and he has said one or two more in 2023. Since the ASM 2021 he has guided beginning the sales ramp in 2024. As you should know, he accomplished a lot to get the company ready where it is today. He forecasted a dramatic jump in data usage back in 2021 and that forecast is appearing spot on with current information. That was expected to create demand for a new material that can increase speed and lower power use at a time when finally the market was seeing a real need that current materials were unable to match.The need was not as clear a few years ago.

You consistently post complaints and negatives about management including current management. If you are a long term stockholder you must have a nice profit on paper yet you remain so negative.. Perhaps as a long term stockholder, you are tired of waiting and you have not been listening to progress or understand the significance of it as it has unfolded and this colors your view. Then again you could be here to just bash like some of the others.