“TFLN and other” modulator PICs are estimated to be a $750 million market by 2029 according to LightCounting. All LWLG needs now is proof they can capture a portion of that market and that should be coming soon. 9 figure revenue is a very real possibility in a few years and that means an organic valuation of several billion dollars based off cash flow. Who knows what kind of other premium we could see with the staggering growth rates and other markets.
That’s why I stick around no matter what. No I’m not happy now, but the potential is crystal clear and I think a great deal of risk has been removed.
i received this from another investor and it summarizes my feelings