Nioman
3 minutes ago
Lightwave Logic Major Shareholders & Ownership BUY History 2025 "source Marketbeat"
2/14/2025 Price T Rowe Associates Inc. MD 165,768 $349K 0.0% +27.2% 0.135%
2/13/2025 Wells Fargo & Company MN 61,527 $129K 0.0% +40.8% 0.050%
2/12/2025 ExodusPoint Capital Management LP 173,842 $365K 0.0% +1,465.4% 0.142%
2/12/2025 Geode Capital Management LLC 2,867,308 $6.02M 0.0% +1.0% 2.343%
2/11/2025 LPL Financial LLC 429,195 $901K 0.0% +8.0% 0.351%
2/4/2025 Bank of New York Mellon Corp 424,867 $892K 0.0% +21.4% 0.347%
1/30/2025 Walkner Condon Financial Advisors LLC 37,945 $80K 0.0% +25.0% 0.031%
1/17/2025 SG Americas Securities LLC 63,838 $134K 0.0% +50.0% 0.052%
1/16/2025 UMB Bank n.a. 347,092 $729K 0.0% +4.8% 0.284%
tedpeele
21 minutes ago
"Working with"? NOPE: Per q3 PR:
We are targeting a wide spectrum of Tier-1 companies and multinational
corporations - currently having multiple ongoing engagements discussing materials supply, technology transfer and licensing agreements as well as chiplet device designs. While we understand it is our goal to sign an agreement with a tier-1 company in 2024, ongoing discussions are in progress, and have progressed well with companies based in USA, Europe, and the Far East, and our revised goal is now 2025
Just talking. "Working with: is typical unconscionable misleading tripe from the guy whose name ironically only reminds us of the failure of LIghtwave to create a prototype transceiver, much less a prototype 4x200 PIC.
No working arrangement. And bear in mind the strategy of building a PIC was dropped - all we know is they are trying to find someone willing to pick that up and try to get it to work themselves. Someone probably will because Lightwave will pay them to work on it.
..
prototype_101
1 hour ago
LWLG won the Optical Integration award at ECOC for the second year in a row!! for what? the OFC 200gb Modulator with World record performance metrics? Yes, but also more likely for the overall work LWLG has been doing to successfully Integrate their Polymers onto Silicon Photonics
We never got the PECC presentation, but Kevin said Atikem talked about late-stage Transceiver prototyping things like RF designs, reflow consideration, reference design
And Lebby was working with largest Transceiver makers on 3 continents, this is a FACT
But in 9 months from OFC to end of 2024 nobody could slap 4 of the 200gbs together either on a generic 4x200 PIC at LWLG, or in custom configuration with lasers etc at/for any of the Tier 1's under NDA? HIGHLY doubtful this was the case!!
Was ASM slide 29 in error? also HIGHLY doubtful!! It clearly showed the 4x200 PIC "In Qualifications" (color coded), and the 4x200 chip was clearly seen on the 200mm wafer in May ASM Lab Tours, there could have even been another Run or two on 200mm Wafers before ECOC, so were these ALL failures of a generic 4x200 PIC? also HIGHLY doubtful this was the case!!
And with an estimated one Wafer being received every two weeks in CO, there could have been many wafer runs to iron out any problems with a generic 4x200 PIC, but I strongly suspect Lebby ditched the generic version in favor of working on custom versions under NDAs with these Tier 1s on 3 continents, and that is the reason we get silence when asking about the 4x200 PIC because all of those developments were under NDA!! HIGHLY likely this was the case!!
So NDA's were mandatorily withholding information from Shareholders on the progress of custom 4x200 PIC Designs from these Tier 1s on 3 continents being worked on by LWLG, these custom designs of 4x200 PICS would include Lasers, etc,, but after 9 months of ongoing engagements with these Tier 1's none of them were willing to close the deals with Lebby (who likely was demanding too much!!), putting the squeeze on little LWLG to commit to their onerous terms!!
So this new "Go to Market" strategy was designed to generate some quick deals and give LWLG better negotiation power with those Tier 1s!!
Lebby ditched the smaller deals that the Dec 2023 letter pointed to closing in 2024 in favor of dancing and romancing only the Tier 1's, Lebby was quoted as saying "What would you rather prefer? One big volume agreement with a Tier 1 or 10 smaller ones?", and so Lebby got a few in to deepening relationships developing their custom 4x200 PIC's, but they stiffed him when it came to the marriage!! And Lebby wanted to keep dancing with them into 2025, but the BOD said NO WAY!!
And so that brings us to today with there now being a seismic shift in BUSINESS STRATEGY, the LWLG Polymer technology remains TONS THE BEST and will become ubiquitous in 3-5 years vindicating Lebby's claim all along, this was Lebby's final message regarding Polymers (in general) AFTER his abrupt departure
Thank you for being a supporter and I wish you and the shareholder team the best going forward. I truly believe EO polymers are going to be ubiquitous and of course they are exciting! Michael
Lastly, remember how many times investors were told LWLG's technology had "Ease of Integration!" just like dropping in the V8 where there was 4 cylinder!! This is why the Industry Insiders voted LWLG over the other finalists in BOTH of the last two years!!!
The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
The 4x200 PIC most certainly was NOT a technical failure like teddybear and all the rest of the MANY Shorts here want the Longs to believe!!, NO WAY!!!
prototype_101
3 hours 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
4 hours 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
5 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
5 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
8 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
12 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
19 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
21 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”.