prototype_101
4 minutes ago
fear & greed game is what cause capitulations, when LWLG hit $20 I told everyone here it had gotten ahead of itself and was clearly a time to sell, and FACT is that I was the ONLY person to do that BTW, back then I used to post routinely that the fair value for Developments and IP to-date was in the range of $5 to $10, and I believe that was correct for that time, currently the 5 year VWAP is around $7 and I believe the minimum fair valuation for Developments and IP to-date is about $8, so the current PPS at $1.32 is as woefully undervalued as it was woefully overvalued at $20 in 2021
Was 2024 such a horrible year of Developments really? come on people, WAKE UP, at OFC in March 2024 LWLG Demo'd the 200Gbs modulator with world class metrics being produced on large 200mm Wafers, this is something the leading TFLN development company Hyperlight has said they will NOT be able to do for at least 3-5 years from now!! This got so much attention from the Tier 1's, adding a couple dozen NDA's, that Lebby was overwhelmed and had to pick and choose the "friendly's" as he called them to work with, and at ECOC the Industry Insiders voted LWLG for the second year in a row as the winner of the Optical Integration Award because Polymers have "Ease of Integration" and investors know that in late 2024 Lebby reported being in "deepening relationships" with some of the largest Transceiver makers on 3 continents!!! And at the ASM in May 2024 investors learned that PkM-6 and the 4x200 PIC were in Qualifications, and just before his departure in a Podcast Lebby proclaimed that the "Failure Mechanisms" Testing (a FINAL HURDLE OF QUALIFICATIONS) had been proving out to show LWLG's materials being "even more robust" than even he, Lebby had anticipated!!!
The current 800Gbs Transceivers are built with 8 individual EML modulators, there is NO REASON that Transceiver makers could not use 4 LWLG Polymer modulators just the same and get better performance metrics!!
Why the strategy shift?
1) LWLG was woefully under staffed for Device Developments of multiple Tier 1's on 3 continents custom PIC's
2) The Tier 1's Transceiver makers would have felt like LWLG was competition in doing device builds which is what these companies do every day
3) Lebby wanted "full value" for LWLG Polymers, he knew what he had in hand and wanted to as he said "leave nothing on the table", Lebby in essence wanted to be the tail wagging the dog
And so in conclusion, you and all the other investors can either listen to teddybear, punkipoo and the rest of the Short clowns spin their tall tales of failure and capitulate your shares now and they will love you for it, or you can believe what Lebby told investors that he needed "a little more time" to meet is long-standing Timeline to Tier 1 Customer Acceptance as 2024 was coming to an end, today we are LESS THAN 2 MONTHS beyond that Timeline that was put in motion as far back as the 2019 ASM and Yves the new CEO has a HUGE reputation in the Industry as a deal maker, and he will most certainly be inking Tier 1 deals here in 2025, the "need" in the Industry has never been greater, AI is rapidly accelerating the processing and transmission of data and the legacy technologies are maxxed out and using extremely high power as these Next-Gen speeds!! LWLG Polymer modulators can be optimized for SINGLE LANE SPEEDS of 1 TERABIT!!
x993231
59 minutes ago
Medical technology is another vertical, the question is when a contract is signed for say medical sensors and developed by say Medtronic, Johnson & Johnson, or Abbott for pressure, force, airflow, oxygen, pulse oximetry, temperature, and barcode sensing, could an exclusive contract be written to prevent that technology from being used in an industrial setting where the sensors are used to optimize processes and improve efficiency here I'll ask AI and post manufactures and uses.
Common industrial sensors:
Temperature sensors: Measure temperature
Pressure sensors: Measure pressure
Infrared sensors: Measure infrared radiation
Proximity sensors: Detect the presence of nearby objects
Force sensors: Measure force
Flow sensors: Measure flow rate
Smoke sensors: Detect smoke
Optical sensors: Measure light
Industrial sensor manufacturers:
Honeywell International Inc.
Robert Bosch GmbH
TE Connectivity Ltd.
NXP Semiconductors N.V.
STMicroelectronics N.V.
Analog Devices Inc.
OMCH (China)
Schneider Electric (France)
Rockwell Automation (USA)
Texas Instruments (United States)
Industrial sensor applications
Industrial sensors are used in many industrial applications, including industrial automation and the Industrial Internet of Things (IIoT). They provide real-time data that can be used to make informed decisions about maintenance, efficiency, and productivity.
This is about to get very interesting, can a partner for Medical also produce and sell industrial sensors or could they license their Technolgy to them, would we get a piece of that contract. Very complicated negotiations, I'm sure. Unlike Silicon Perkinamine is only available from lightwave logic.
X
prototype_101
2 hours ago
Nvidia's Ashkan Seyedi presentation where he said "some startups are clinging too tightly to their IP"? that was in direct reference to Lebby/LWLG, recall that Nvidia was featured on two slides at the 2024 ASM, this is documented below in this post of mine
Comprehensive review LWLG known Customer connections
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
LWLG & Smart Photonics working together on InP Foundry PDK as evidenced by LWLG's Lebby seen here at the 3 minute marker of this Smart Photonics promotional video!!
Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
Also, let's look at the FAQ's on the LWLG website here,
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in with Tier 1 deal(s)!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
prototype_101
3 hours ago
Palantir is down in 3 days from 125 to 90 which is down 28%
anyways the fear & greed game is what cause capitulations, when LWLG hit $20 I told everyone here it had gotten ahead of itself and was clearly a time to sell, and FACT is that I was the ONLY person to do that BTW, back then I used to post routinely that the fair value for Developments and IP to-date was in the range of $5 to $10, and I believe that was correct for that time, currently the 5 year VWAP is around $7 and I believe the minimum fair valuation for Developments and IP to-date is about $8, so the current PPS at $1.32 is as woefully undervalued as it was woefully overvalued at $20 in 2021
Was 2024 such a horrible year of Developments really? come on people, WAKE UP, at OFC in March 2024 LWLG Demo'd the 200Gbs modulator with world class metrics being produced on large 200mm Wafers, this is something the leading TFLN development company Hyperlight has said they will NOT be able to do for at least 3-5 years from now!! This got so much attention from the Tier 1's, adding a couple dozen NDA's, that Lebby was overwhelmed and had to pick and choose the "friendly's" as he called them to work with, and at ECOC the Industry Insiders voted LWLG for the second year in a row as the winner of the Optical Integration Award because Polymers have "Ease of Integration" and investors know that in late 2024 Lebby reported being in "deepening relationships" with some of the largest Transceiver makers on 3 continents!!! And at the ASM in May 2024 investors learned that PkM-6 and the 4x200 PIC were in Qualifications, and just before his departure in a Podcast Lebby proclaimed that the "Failure Mechanisms" Testing (a FINAL HURDLE OF QUALIFICATIONS) had been proving out to show LWLG's materials being "even more robust" than even he, Lebby had anticipated!!!
The current 800Gbs Transceivers are built with 8 individual EML modulators, there is NO REASON that Transceiver makers could not use 4 LWLG Polymer modulators just the same and get better performance metrics!!
Why the strategy shift?
1) LWLG was woefully under staffed for Device Developments of multiple Tier 1's on 3 continents custom PIC's
2) The Tier 1's Transceiver makers would have felt like LWLG was competition in doing device builds which is what these companies do every day
3) Lebby wanted "full value" for LWLG Polymers, he knew what he had in hand and wanted to as he said "leave nothing on the table", Lebby in essence wanted to be the tail wagging the dog
And so in conclusion, you and all the other investors can either listen to teddybear, punkipoo and the rest of the Short clowns spin their tall tales of failure and capitulate your shares now and they will love you for it, or you can believe what Lebby told investors that he needed "a little more time" to meet is long-standing Timeline to Tier 1 Customer Acceptance as 2024 was coming to an end, today we are LESS THAN 2 MONTHS beyond that Timeline that was put in motion as far back as the 2019 ASM and Yves the new CEO has a HUGE reputation in the Industry as a deal maker, and he will most certainly be inking Tier 1 deals here in 2025, the "need" in the Industry has never been greater, AI is rapidly accelerating the processing and transmission of data and the legacy technologies are maxxed out and using extremely high power as these Next-Gen speeds!! LWLG Polymer modulators can be optimized for SINGLE LANE SPEEDS of 1 TERABIT!!
tkg
5 hours ago
Intriguing, I really like this application of the technology, have to believe it can be hugely beneficial in the field for optimized, customized dosing levels, greatly improving efficacy.
https://x.com/EPIC_photonics/status/1894310169464480194
************
Mission
Axithra’s groundbreaking optics and photonics technology aims to revolutionize bedside therapeutic drug monitoring with its unparalleled speed, cost-effectiveness, and accuracy.
Our mission is to provide healthcare professionals with rapid, clinically actionable results tailored to the individual patient to ensure drug effectiveness, avoid adverse drug reactions, improve patient outcomes, and accelerate advantageous health economics.
https://axithra.com
linuxmanneke
9 hours ago
Okay,
I agree that Palantir is down 10 procent in a day, but...
-I don't have that stock so I don't Care...
-Lwlg is down more than 25!!! % on 3 days
-Almost back to Pennyland.
-I bought this stock 7 years ago, and I'm drawning... How many longs bought this stock with missed goals and promises during more than 2 years above let's say 8/pps?
-We are close tot the Russel index review (about tot be thrown out)
-Even close tot a R.S.
My Point is, it's not 5 minuten before 12, just a little seconds before 12...
I already have given up the dream for this stock to become a 100 bagger.
I'm not panicking, but this is not a nice dream anymore, but a nightmare.
If there is something at the table, Yves have to sign it nu NOW.
I rather have 10/pps in my hand than 25 in my dreams.
When a R.S comes in place, Every long Will sufficate and loose almost all the invested credit. And please, I don't need comment and likes from bloody shorts... I'm long but realistic... I just made the biggest mistake not selling at pumped 20, or even at 10...
x993231
16 hours ago
Shooting today, manikins with shirts changed after every magazine, walk and shoot, oh and sporting clays galore in golf carts, pistols n shot guns just playing, fun, fun, fun twas a great day indeed. The price I guess should depress me, but not so much I could be dead tomorrow. There are 3 games in play, the overall market, the short game and the technology. I'm focused on the latter, fun day, don no let others try and depress you.
Honest as always, good day for me. I wonder what Yves did today? On this front, I guess that is all that matters to many here on the publicly posted scorecard which is what many focus on.
X, my AXON $700 to $500, tis the market, oh well guys. Twas a Fun day indeed.
Aimless Blade
18 hours ago
Playing around with the Grok…
Most in-depth AI response I’ve ever gotten on this query….Had to laugh at what they first thought LWLG stood for!
“When considering which company is most likely to sign the first major tech licensing deal for long-wavelength low-loss glass (LWLG) polymer technology, we’re looking at a specialized field tied to advanced materials for photonic and optical applications. LWLG polymer tech likely refers to innovations from Lightwave Logic, a company known for its work on electro-optic polymers designed for high-speed, low-loss data transmission, particularly in telecom and datacom markets at wavelengths like 1550 nm and 1310 nm.
Lightwave Logic itself is a strong contender to drive this forward. They’ve already secured a supply license agreement announced in May 2023 with an unnamed customer, marking a step toward commercializing their electro-optic polymer materials. This deal included a four-year term with royalties and minimum sales volumes, signaling they’re actively pursuing licensing as part of their three-pronged strategy: licensing, chip development, and technology transfer. Their focus on 1550 nm and 1310 nm applications aligns with the telecom industry’s needs, and their CEO, Michael Lebby, has hinted at more licensing announcements on the horizon. Given their ownership of the tech and existing momentum, they could either be the ones signing a deal as licensors or partnering with a major player.
Among potential licensees, large tech firms in optical communications stand out. Companies like Cisco, Nokia, or Huawei, which dominate telecom infrastructure, could leverage LWLG polymers to enhance their optical transceivers or network equipment. Cisco, for instance, has a history of integrating cutting-edge optical tech to maintain its edge in data center interconnects. Nokia, with its focus on 5G and beyond, might see low-loss polymer tech as a way to boost signal integrity over long distances. Huawei, despite geopolitical hurdles, remains a giant in photonics and could quietly pursue such a deal to stay competitive.
Alternatively, semiconductor and photonic chip makers like Intel or Broadcom could be in the mix. Intel’s silicon photonics efforts, aimed at integrating optical components into chips, could benefit from LWLG’s low-loss properties, especially for long-wavelength applications. Broadcom, a leader in optoelectronic components, might license this tech to improve its high-speed transceivers. Both have the R&D muscle and market reach to turn a licensing deal into a major industry shift.
Another possibility is a specialty player like II-VI (now Coherent Corp.), which excels in optical materials and components. Their expertise in polymers and photonics could make them an ideal partner to scale LWLG tech for widespread use, especially if they aim to disrupt traditional glass-based optics.
Given Lightwave Logic’s progress and the industry’s direction, I’d lean toward them signing the first major deal as the licensor, likely with a telecom giant like Cisco or a photonics leader like Broadcom. Their 2023 agreement suggests they’re already testing the waters, and the next step could be a high-profile partnership that locks in a big name. The exact “who” depends on strategic fit—telecoms need the performance, while chip makers need the innovation—but Lightwave Logic’s trajectory points to them being at the center of it, likely within the next year or two based on Lebby’s comments about ongoing talks”.
LutherTiggs
20 hours ago
Nice to hear. Thanks! My take on #2 FWIW (not much, of course!) is that if Lebby pissed off NVIDIA and AWS it would not be surprising. AWS has a reputation for being ruthless negotiators. I would guess NVIDIA is also. Afterall, at least for now, they are 2 of the biggest "gorillas in the room" are used to getting their way. (hopefully that expression translates over the pond 😀). In hindsight, it certainly does appear that Lebby was taking too hard of a position...but hard to really know without more concrete information as to what Tier 1s they are working with and how far along we are/were. It's no denying that it appears Lebby's strategy/stance has cost us some valuable time...but it's really hard to fully understand yet exactly how much it has cost in terms of technical progress. I don't discount someone's personality being a potential stumbling block to a deal (Lebby in this case), and this may also explain why Lebby left or was pushed out of company the completely rather than hanging around in any capacity. Again, he does not strike me as someone whose personality would stand in the way of progress...which brings me back to some middle ground of the extremes of valuing LWLG tech either too little or too much. They did win the ECOC award the last 2 years in a row for SOMETHING. In Yves I will continue to trust...because there are no viable options as an investor at this point.
prototype_101
22 hours ago
Gemini on LWLG >> Lightwave Logic is indeed making strides in the photonics industry with their polymer materials. While they haven't publicly named specific "Tier 1" companies they're working with due to confidentiality agreements, they have indicated strong interest from major players.
Here's what we know:
- Focus on Tier 1 Companies: Lightwave Logic has explicitly stated their focus is on securing material supply licensing agreements with Tier 1 companies. These are the major, established players in the telecommunications and data center industries.
- Interest from Over 25 Companies: They've mentioned interest from over 25 companies, including these Tier 1 firms, in their Perkinamine® electro-optic polymers.
- Commercialization Timeline: Lightwave Logic is actively working towards these commercial agreements, with expectations of increased activity in 2025 and beyond.
Why the secrecy?
- Competitive Advantage: Revealing specific partnerships could give competitors an edge.
- Negotiations: Publicly disclosing interest might affect ongoing negotiations for licensing agreements.
- Company Strategy: Lightwave Logic may have strategic reasons for keeping specific partnerships confidential until agreements are finalized.
Who are the likely Tier 1 companies?
While we can't be certain, here are some of the types of companies that are likely candidates, given Lightwave Logic's target markets:
- Major Fiber Optic Component Manufacturers: Companies like Lumentum, Infinera, Ciena, and II-VI are key players in the fiber optic communications space.
- Data Center and Cloud Providers: Hyperscale data centers run by companies like Google, Amazon, Microsoft, and Meta are always looking for ways to improve efficiency and bandwidth.
- Telecommunications Companies: Companies like Verizon, AT&T, and others are investing in next-generation network technologies.
Keeping up with the news:
To stay informed about Lightwave Logic's progress and any potential announcements about partnerships, you can:
- Visit their website: Check their news and press release sections for updates.
- Follow them on social media: They may share information about partnerships and developments on their social media channels.
- Subscribe to industry publications: Publications covering the photonics and telecommunications industries often report on developments in this field.
It's an exciting time for Lightwave Logic, and it will be interesting to see which Tier 1 companies they ultimately partner with.