Replies to post #188979 on Lightwave Logic Inc (LWLG)

[mattymatt66]

Jeunke/ wow, just wow. That’s incredible insight.

[prototype_101]

Jeunke indeed Wow just WOW!! that's powerful, so LWLG with 40 or more NDA's and actively engaged with several of the top Tier 1's whose Engineers are engaged now with LWLG's Engineers working to "Get 'er Done!!" on those big deals for 200Gbs modulators, and investors know this is LATE STAGE, these must be the "Selections" from the Customer Funnel and all that's left is finalizing the complex negotiations stage!!

LD MICRO REPLAY NOW AVAILABLE!!!!

https://ldinv14.sequireevents.com/recording?session_id=7c04c9bb-df53-4ece-9dce-3d27956fe60e

In short: reliability testing is no more a concern for the tier 1´s

https://stocktwits.com/JoeriGoethuys/message/570255316

Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he (Lebby) clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051

The fact that the reliability testing is no longer a concern for the Tier 1's to do business with LWLG is HUGE HUGE HUGE, this has been the #1 issue that has plagued Polymer commercialization for its 40 year history!! And yes I have confirmation from multiple sources that this is truly the case now!! Investors already had known how ironclad the data had become from the recent presentations slides presented at ECOC in late 2023 and then again even more so at the OFC in March 2024!!!

Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon

1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!

2) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!

3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!

4) Lebby showed that Perk 6 is NOW ready for Licensing !!!

5) Lebby expects much more Licensing activity in 2024 forward

6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!

7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!

The April 2024 Investor Slides are up on the LWLG website, here

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2

Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.

Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.

Thanks,
Sequire Team

[Lrc15]

You provide a lot of great insight here.

[Nrdc92]

Very promising, but the number of NDAs relates only to the number of companies evaluating LWLG’s tech. It does NOT mean that there are 40 LWLG customers/partners or whatever commercial jargon iteration you prefer.

Remember, NDAs only protect the supplier of the tech (LWLG) from the use and dissemination of its tech by potential customers who are evaluating the tech. That’s all it means. They are designed to prevent theft.

You could have 40 NDAs and not a single sale. By the same token, you could have 40 NDAs and, ultimately, 40 sales.

But NDA does not = sale. NDA does not = commercial partner.

NDAs protect LWLG’s tech, that’s all.

[ElectricMountain53]

Seems strange to me that this info is not made public in any PR from LW? Why not? It could have driven the SP higher perhaps? And if it's not official, it ain't true according to me. If it's true, it will take A LOT longer to come with deal IMO..

[prototype_101]

Jeunke indeed Wow just WOW!! that's powerful, so LWLG with 40 or more NDA's and actively engaged with several of the top Tier 1's whose Engineers are engaged now with LWLG's Engineers working to "Get 'er Done!!" on those big deals for 200Gbs modulators, and investors know this is LATE STAGE, these must be the "Selections" from the Customer Funnel and all that's left is finalizing the complex negotiations stage!!

LD MICRO REPLAY NOW AVAILABLE!!!!

https://ldinv14.sequireevents.com/recording?session_id=7c04c9bb-df53-4ece-9dce-3d27956fe60e

In short: reliability testing is no more a concern for the tier 1´s

https://stocktwits.com/JoeriGoethuys/message/570255316

Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he (Lebby) clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051

The fact that the reliability testing is no longer a concern for the Tier 1's to do business with LWLG is HUGE HUGE HUGE, this has been the #1 issue that has plagued Polymer commercialization for its 40 year history!! And yes I have confirmation from multiple sources that this is truly the case now!! Investors already had known how ironclad the data had become from the recent presentations slides presented at ECOC in late 2023 and then again even more so at the OFC in March 2024!!!

Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon

1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!

2) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!

3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!

4) Lebby showed that Perk 6 is NOW ready for Licensing !!!

5) Lebby expects much more Licensing activity in 2024 forward

6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!

7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!

The April 2024 Investor Slides are up on the LWLG website, here

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2

Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.

Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.

Thanks,
Sequire Team

[F2]

Awesome post Jeunke. Thanks so much for sharing one on one conversations from the meeting a week ago. THAT's why you go talk to the company in person. That is not something they can't say (despite what a few shorts here decry), and it is extremely encouraging to us holding in anticipation of news soon. I cannot thank you enough for these reflections from the recent meeting.

Our day is coming soon!

Best to the longs,

F2

[MrSmithLWLG]

From your mouth to gods ear !