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KCCO7913

09/26/23 12:46 PM

#159684 RE: x993231 #159679

Funny I was just about to post something like this.

I just quickly rewatched parts of the shareholder meeting again. It realigned me and was a good reminder of why this “quiet period” is happening.

The stakes are extremely high and this technology is extremely disruptive.

LWLG has to keep its cards hidden as long as possible to not tip off competition. I hate it as a shareholder, but I get it.

With that said, I don’t understand that stupid “likely cadence of catalysts” comment or whatever that was lol.
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Aimless Blade

09/26/23 12:47 PM

#159685 RE: x993231 #159679

Who are the largest driver chip producers?
Are some of them the same foundries who’d be transitioning to EO polymers?
Be curious to know who suffers the most from quick adoption of Polymer modulators.