Replies to post #169370 on Lightwave Logic Inc (LWLG)

[Reanimator]

"Almost" impossible? I think we can remove the qualifier and say with certainty that the no-name, no-revenue contract announced in May was definitely part of the "pretend and extend" gameplan.

Otherwise, why is the year running out with no commercial traction?

Because there was never any significant "commercialization" activity in the first place. Just a no-name, no-revenue placeholder to buy time.

Maybe LWLG will crack the code one day and be able to sign some actual real customers. Hell, I hope they do.

But time is definitely running out and it's become clear that they're facing unexpected hurdles to commercialization. What those hurdles are, we don't exactly know because Lebby won't tell us - that would ruin the ability to pretend and extend.

[Lewrock]

All we know about that first licensee is that they have received a jar of Perkinamine in October. That unnamed company is licensed to use the Perkinamine to manufacture polymer based photonic devices. The projected unit sales from that agreement are 7,000 of the 800g PICs and 900 of the 1.6T PICs.

This first licensee is clearly a small company, but is expected to grow rapidly to over 3,000,000 PICs in 2030. There are going to be a lot of winners in this space riding Lightwave’s coattails!

[LOVELWLG]

I agree they have been buddies and working with Polariton for years. Polariton threw Lebby a life line just before the ASM and agreed to the contract that looks like it was written on a hotel napkin. Like you said after 7 months and no results the market has responded to the back door deal. Still no tech transfer or foundry deals. Think someone posted many times that by this time in November at least 2 more contracts would be completed. Not surprised we sit idle with no additional contracts and the usual quarterly update with nothing to show to back it up.

[KCCO7913]

Dan,

The May deal was not fake or used to placate shareholders.

It took months to negotiate and supposedly a lot of time was spent negotiating making sure it was priced right and can be used as a template for future licensing opportunities. This isn’t hearsay, this is commentary from someone who had a discussion with Lebby about it in person recently. And no, not at the PECC conference.

It’s probably safe to assume the deal was executed around the time the end user finalized their own designs that necessitated the material, and the time that has passed since May was waiting on delivery of the wafers with said designs.

In October the material was delivered. Now, it needs to be processed with wafers/die, manufactured, packaged, sold, and shipped. It takes time.