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prototype_101

12/24/25 5:51 PM

#227914 RE: tedpeele #227910

teddybear said, I honestly did not think my source would reveal that kind of information - as it was never made public.

We all know you only have one source and that is your infamous "industry analyst" and as I recall wasn't he the one who said if he ever got credible wind of LWLG polymers being implemented by any of the Tier 1's he would shout it from the mountain top? He's put out plenty of hit pieces, but when will he follow up his promise and put what he told you in print
Bullish
Bullish
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Lewrock

12/24/25 5:54 PM

#227915 RE: tedpeele #227910

It was not made public because nobody in their right mind at the company would have thought there was any reason to do so. 
Let me introduce you to a new topic to run up the flag pole. Doing this from memory, but I believe my numbers are correct. At the ASM, the slides showed 20 active discussions taking place in stages 1 and 2. The company projected to have 2-4 join Polariton in stage 3 by year end (3-5). We know that two have moved out of the original 20. That leaves 18. On November 25th, Yves stated there are 15 in stage 1 of 2 and that more technical work needed to be done to move them into stage 3. Hmmm? What about those missing three? Are they the ones that provided some upside to the minimum forecast? 
Merry Christmas everyone! 
Bullish
Bullish
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walterc

12/25/25 3:49 AM

#227928 RE: tedpeele #227910

Hypocrisy is the practice of claiming to have moral standards or beliefs to which one's own behavior does not conform. Essentially, it is preaching one thing but doing another.

Do you remember when you were attacking me for not disclosing my source Ted?