Tradero, yes, with AI's immense data processing/movement needs soaring, the need for speed NOW is very real, and the race to provide 400Gb lanes (and even higher!) ASAP is game on!! Only LWLG Polymer PkM series materials can accomplish these speeds at super low power 0.5v usage (eliminates the power hungry & expensive Driver) and super small form factor!! In fact, LWLG Polymers have femtosecond response time which means they can be optimized for standalone single lane speeds of 1Terabit!!!
The PkM material systems have accomplished what Industry has sought after for 40+ years, it is the holy grail of Photonics
IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!!
PkM-5 is for 200Gbs per lane and is already fully optimized and the one where Lebby said the industry is no longer questioning the R&S of LWLG Polymers, and it has a high Tg which enables it to be mass produced in Foundries, there is no other "new material" with better metrics an/or "Ease of Integration" into CMOS Foundries, period full stop, PkM-5 is the material that amazed all of the Tier 1's at OFC March 2024 demos of LWLG's 200Gbs modulator with world class metrics produced on large 200mm Wafers
PkM-6 is for 400Gbs per lane and was shown as "In Qualifications" as of the ASM in May 2024, it is the material system likely most desired by the Tier 1's, in Lebby's recent Podcast he speaks to "Failure Mechanisms" testing which is a final hurdle before Customer Acceptance and reports that the materials are performing "more robust than even he had expected" and so I'm sure PkM-6 by now would be fully optimized and ready for deals with the Tier 1's
There are 20 million Shorts currently, and most likely a large number of Naked Shorts as well, if you watch the trading carefully it is EASY to see the manipulation that is occurring daily, you can routinely see large buy orders filled that don't move the price up but maybe a penny, then with a few small trades of 100 shares or less they drop it down 2,3,4 pennies, it's obvious it's a strategy to manipulate the PPS lower that has been in full swing with low volume high frequency trading for a long time now!!
The new "Go to Market" strategy will bring deals the same way the 2024 OFC demos of the 200gs modulator with world class metrics produced on large 200mm Wafers brought an onslaught of Tier 1 NDA's and even got teams from these Tier 1's out to the LWLG labs in CO, and I believe these deals can be struck rather quickly as the new CEO is most notably known for his dealmaking abilities, and I don't believe he would have accepted the role of CEO if this was not the case, I also believe that after joining the BOD in August he had meetings with decision makers at the various Tier 1's and recognized that the current strategy of LWLG's devices team building these advanced PIC's for OE's was stepping on the toes of these Tier 1 Transceiver maker companies who would prefer to do this themselves
As far as the PPS moving higher, I believe the first Tier 1 deal will certainly spark a rally that would at minimum bring the PPS back to the minimum fair value level I described above, however, the PPS is so dramatically oversold that a move back to the $3-$5 range could easily happen even before the first Tier 1 deal is announced, and if the Shorts see any kind of rally catching fire at these bargain basement prices, there may actually be a bit of a squeeze as Shorts scramble to exit, I believe the only capitulation that will be seen will be on a move to the upside from here
I believe the PPS is as undervalued in the $1's as it was overvalued at $20 in 2021, I believe the minimum fair value of the Developments and IP to-date is about $8, the current 5 year VWAP is at about $7
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