Jeunke you are exactly correct! LWLG has IN-HAND today the holy grail of Photonics and the commercialization has already begun with the first License in May 2023. Lebby has already told investors that the licensing is VERY ACTIVE currently and investors know from the Customer funnel that there are SIX OR MORE "LEADS" which were engaged including Production Trial runs of the Technology, and THREE OR MORE "SELECTIONS" in Key "PUSH" and "PULL" categories based on the LEADS efforts so when Lebby tells investors to expect more License and Tech Transfers in 2023 and 2024 you can bank on it happening!!
from Optica investors learned that the PULL from Hyperscalers is IMMENSE as the data requirements of AI are exponentially growing already now!! these Hyperscalers are now saying they CANNOT wait for Standards to develop, they want SOLUTIONS yesterday!!!
Shorts like teddy bear want you to believe LWLG is 5 years out from possible large production, teddy bear is a LIAR and DECEIVER, the SAM/SOM that Lebby gave investors at the ASM, which Lebby said was highly conservative and the SOM would grow as deals were added, would get LWLG to Breakeven by early 2025 and in 2025 the profits would already be quite substantial!!
keep in mind LWLG currently has enough Cash on hand to fund their Operations AT LEAST until Breakeven in early 2025 but I strongly suspect JM continued to add to the Cash stockpile for the expected Ramp in 2024
Lebby has told investors it's REAL and it's HAPPENING!! and that LWLG expects to get the LION'S SHARE of the 800gb/1600gbs market and thus become UBIQUITOUS!!!
Bank on it!!!!
BOOYAH 2YAH!!!
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