Lightwave Logic Inc (LWLG) Options

None of us have any idea of the value that this will add across the various verticals, there are too many factors from speed, to size to power savings, to what could fit in that valuable space freed up by 1/30th the size and how the patents will fit in with not only silicon photonics to Polymer Photonics. You are 100% basing your number on 0% knowledge.

X. Good luck, have a wonderful Sunday.

I agree with your assessment except the company is at most worth $50 million as it stands today, so would it be considered a hostile take under and how would that be accomplished?

If they get an offer they should do backflips to get it across the finish line.

This is a waste of time. It’s not happening.

#scam

If that is true that is dissemination of insider information. And I highly doubt it because if there was any sort of email or text trail on that he could be fined and jailed by the SEC. Easy to accuse but unless you have proof that's a dangerous accusation.  

What? Over? Did you say over? Nothing is over until we decide it is. Was it over when the Germans bombed Pearl Harbour? Hell no. 


Germans?  Forget it, he's rolling. 

As of the last 10-Q, dated 11/12/24 for the period 09/30/24

Preferred Stock

Pursuant to the Company’s articles of incorporation, the Company’s Board of Directors is empowered, without stockholder approval, to issue series of preferred stock with any designations, rights and preferences as they may from time to time determine. The rights and preferences of this preferred stock may be superior to the rights and preferences of the Company’s common stock; consequently, preferred stock, if issued could have dividend, liquidation, conversion, voting or other rights that could adversely affect the voting power or other rights of the common stock. Additionally, preferred stock, if issued, could be utilized, under special circumstances, as a method of discouraging, delaying or
preventing a change in control of the Company’s business or a takeover from a third party.

https://www.otcmarkets.com/filing/conv_pdf?id=17963639&guid=wBB-kFxAigoCVch

A poison pill is used in a hostile takeover, it has been years since I looked but it is in their charter.

I'm all for a friendly takeover and have pushed for it privately.  I don't know anything but structured properly it could be a very good thing for the longs.  

Hopefully Yves has laid out the cards to a fair number of large cantidates.

I don't expect any news like that on Thursday though but I hope I'm wrong.

X takeovers are exciting, nail biting events.

No poison pill or new defensive measures were adopted in the latest governance updates.

🚩 Why it matters:

A company expecting a hostile takeover would implement defenses.

The absence of these suggests they are open to a friendly acquisition.

I wonder if they even make it to their call before something is announced. Who reports next week? QBTS?

Anything is possible, but a near term merger is inevitable.

Cheers. Read your filings.

In almost all instances, the Board of Directors has the sole responsibility to set up or discharge a poison pill depending on whether they want to accept or reject a potential acquirer's offer to take over a company. The poison pill is there to prevent unwanted acquisitions. It certainly does not stand in the way of an acquisition in the case of LWLG if the Board sees it as reasonable.

Your entire post has been negated due to there being a huge poison pill in place. Nice try!

Another rotten carrot for the low infos not paying attention.

#scam

Proof ai is actually STUPID when you want it to be...eom

I don't think LWLG would announce a "Special Call" out of the blue, just to rehash what has been said before. No, I lean towards us receiving something definitive.
Something good definitive...something bad definitive...something middle of the road definitive...who can tell?

Agreed, take over is eminent, but please Respond on the poison pill provision in the charter.

I think this is an AI bot. A takeover about to happen, it is just the change in the poison pill that I disagree with.

X.

Very likely...but I would also not 100% rule out near term announcement of a partnership. A week, a month...or any possible day. I suppose we get a little more color on whether such type of expectations seem more or less likely as he provides additional color/insight on Thursday. I agree with others that there needs to be some additional information gleamed on Thursday other than just what was presented in January.

Reagan, you put together a fairly compelling study of relevant information, I have been hopeful that LWLG would be left to grow its business organically beginning with the Modulators for Datacom/Telecom and then mushrooming out into the many various verticals including LIDAR, medical devices, sensors, compute, etc, but the value of the PROVEN technology LWLG has in-hand today is HUGE in and of itself, it is the long sought after holy grail of Photonics that for 40+ years all the largest companies, the government, DARPA, DOD, etc have all tried and failed to accomplish, my current MINIMUM valuation for Developments and IP to-date is in the $1-$2 Billion range which would equate to about $8 to $17 per share, however I think if the company entertains any such offer there may very well ensue a bidding war, and the companies Lebby has told investors that would be our customers, ie Google, Amazon, Cisco, Nvidia, etc are all RICH in cash on their Balance Sheets and it would be a major coup for whomever controls this technology for implementing the true Next Generation of solutions for Ai and the Internet of Things

Let's see what Yves has to say of March 13th and I'm sure we will have a better indication of the direction of deal(s) to be done, whether that be with Strategic Partnering with various Tier 1's or an outright buyout of the company!

Exercise of Free options just as good, if not better, especially when they ecervize the same week as unusual heavy otm call flow. See you on the other side of the pump.

Alright Ladies- As far as I see- All evidence points to an imminent acquisition or announcement of ongoing discussions around a strategic transaction or investment that will then be announced as a definitive agreement By June. based on executive compensation structuring, insider activity, institutional accumulation, governance changes, and patent/IP positioning. Heres my case:

1️⃣ Change-in-Control Compensation (Golden Parachutes)

Indicator: Executives will receive payouts & stock acceleration if LWLG is acquired.

🚩 Why It Matters: Ensures executives do not resist an acquisition, aligning leadership interests with a buyout.

📝 Supporting Filing: Proxy Statement (DEF 14A, 2024)
---

2️⃣ Board Restructuring with M&A-Experienced Executives

Indicator: New board members specialize in corporate transactions & M&A.

🚩 Why It Matters: Companies expecting to remain independent do not appoint M&A-heavy board members.

📝 Supporting Filing: Proxy Statement (DEF 14A, 2023-2024)
---

3️⃣ No Poison Pill or Takeover Defenses

Indicator: LWLG has NOT implemented a staggered board, poison pill, or other takeover defenses.

🚩 Why It Matters: Companies that want to avoid acquisition install protections—LWLG has not.

📝 Supporting Filing: 10-K (2023, 2024)
---

4️⃣ Sudden Increase in Equity Grants & Short-Term Vesting Schedules

Indicator: RSUs & stock options vesting within 6-12 months (unusual for normal equity plans).

🚩 Why It Matters: Short vesting ensures executive retention during an acquisition.

📝 Supporting Filing: Proxy Statement (DEF 14A, 2024)
---

5️⃣ Cash Reserves & Liquidity Increase Despite Losses

Indicator: Cash holdings remain high despite negative earnings.

🚩 Why It Matters: Companies raise cash ahead of M&A for transaction costs.

📝 Supporting Filing: 10-Q (March, June, September 2024)
---

6️⃣ Insider Selling & Unusual Institutional Activity

Indicator: Former CEO Michael Lebby filed Form 144 to sell 250,000 shares through UBS Financial.

🚩 Why It Matters: Insiders often sell before an M&A is announced to lock in gains.

📝 Supporting Filing: Form 144 (Feb 2025)
---

7️⃣ Institutional Accumulation & Strategic Buyer Positioning

Indicator: Large purchases by institutional investors in Q3-Q4 2024.

🚩 Why It Matters: Hedge funds & strategic buyers accumulate shares before an M&A announcement.

📝 Supporting Filing: Form 13F (Institutional Holdings Report, Q4 2024)
---

8️⃣ References to "Strategic Alternatives" & Partnerships

Indicator: SEC filings mention licensing agreements & business combinations.

🚩 Why It Matters: Coded language used before an acquisition announcement.

📝 Supporting Filing: 10-K & 10-Q (2023-2024)
---

9️⃣ Unregistered Sales of Stock & Institutional Placement

Indicator: LWLG issued millions of shares to institutional investors.

🚩 Why It Matters: Strategic buyers accumulate shares privately before a deal.

📝 Supporting Filing: 10-Q (Q2 & Q3 2024)
---

🔟 Major Stock Issuance & Financing Moves (Aug 2024)

Indicator: LWLG raised funds via Lincoln Park Capital Fund & Roth Capital Partners.

🚩 Why It Matters:

Companies raise capital before M&A to improve valuation.

Two separate investment firms signal institutional preparation for a major event.


📝 Supporting Filing: 8-K (Aug 2024, Item 8.01)
---

1️⃣1️⃣ Another Key Board Appointment with M&A Ties (July 2024)

Indicator: Yves LeMaitre appointed to the Board

🚩 Why It Matters:

Former Lumentum Chief Strategy Officer—led a $1.8B acquisition of Oclaro.

Companies preparing for acquisition hire M&A-experienced executives.


📝 Supporting Filing: 8-K (July 2024, Item 5.02)
---

1️⃣2️⃣ Material Modifications to Shareholder Rights (June 2024)

Indicator: Bylaws amended to change stockholder voting structure.

🚩 Why It Matters:

Removing poison pill or governance cleanup often happens before an acquisition.


📝 Supporting Filing: 8-K (June 2024, Item 3.03)
---

1️⃣3️⃣ Executive Compensation Adjustments & New Options Grants (June 2024)

Indicator: CEO & President received large salary & bonus increases + stock options vesting in 6 months.

🚩 Why It Matters:

Short-term vesting aligns with M&A payout structure.


📝 Supporting Filing: 8-K (June 2024, Item 5.02)
---

1️⃣4️⃣ Shareholder Meeting & Voting Trends (May 2024)

Indicator:

Board re-election & approval of executive compensation packages.


🚩 Why It Matters:

Ensures leadership stability during an acquisition.


📝 Supporting Filing: 8-K (May 2024, Item 5.07)
---

1️⃣5️⃣ Rapid Increase in Patent Filings & IP Expansion

Indicator: LWLG expanded its patent portfolio, acquiring IP from Chromosol Ltd (UK).

🚩 Why It Matters:

Companies maximize IP value before an acquisition.

Tech & semiconductor companies often acquire firms specifically for patents.


📝 Supporting Filing: 10-K (2023, 2024)

1️⃣6️⃣ Unusual Options Activity

Multiple large call purchases on December 18 & 23, 2024, targeting March 2025 & June 2025 expiration dates.

Significant volume spikes, with some contracts showing open interest increases of 30-100x prior levels.

"Multi-Sweep" & "Size > Prior OI" trades indicate institutional or hedge fund positioning.

🚨 Why It Matters:

Large, unusual call option purchases often signal insider knowledge or market positioning ahead of a catalyst.

The timing aligns with an insider exercising their options, meaning someone may have anticipated a corporate event.

Call volume increasing this aggressively suggests speculation about an acquisition or strategic move.


See you on the other side.

keep in mind the 40+ year Industry quest of all the major companies, the government, DARPA, DOD, was for a highly stabile and highly EO active Polymer which has VAST applications, for long-timers, remember Terry Turpin and the " what killer app?", anyways LWLG has this in hand today, no other company has this, so make no mistake this is highly valuable technology and will become ubiquitous in uses just as Lebby has told investors so many times!!

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

No "TRUE" insider buys, nuff said...GRIFTERS NEED TO HElP EACH OTHER RIP EVERYONE ELSE OFF.

The return to the scheme scene UNadmiral IS A GRIFTER...does he have overarrated credentials? Hmmm, ???

DOGE the lebby's...DOGE the marcinobodi's...it's THAT SIMPLE...eom

Tell, hiccup yeve to get the cash back..
There is still yet a cash TAKER in his shadows...scum...

There is NOT going to be announcement of a partnership. There is only going to be a detailed explanation on the application for electro-optic polymers, the Company's competitive position, and its go-to-market strategy. No where in the announcement was there any mention of a partnership. Yves will get it done but no sane person should expect any announcements. That’s is ridiculous to assume that.

Get the money back from scumbag lebby's family and the marconobodi's family...they HARMED SHAREHOLDERS and should be made clean, f'm...greedy pos's...

Seems like these large shareholders always lower expectations right before an event. I think they get tipped off by Marcelli. You just know they are calling and asking.

But of course Marcelli then turns around and give them a nugget for something to happen sometime later.

That way, no one looks silly in the short term, but they all keep the carrot dangling for the longer-term

It worked the same way Vaporwave’s technology works. In one off cherry picked bench top devices. It wasn’t scalable just like Vaporwave’s tech isn’t scalable.

It was Telcordia GR-468 certified (meaning it worked) and Vaporwave bought that IP for $300,000 and tried to claim that their molecule was Telcordia certified in a device. Another one of the lies and misinformation put out by this shady insider group.

Your fate will be the same as Lumera’s except there won’t be any savior. Your parents will be sold off for pennies on the dollar and you will lose all of your money.

Duck soup…

#scam

Remember how I proved to you that Lumeras technology didn't work?  

Why don't you show us where this didn't work because I saw it working?

Thanks for your knowledgeable guidance.

As soon as you hear TZ say we have been getting lots of calls, hit the sell button on this turd.They have zero credibility. I sent a message to IR telling them unless the conference call is important, do not have it. Investors have had it with the BS. Lebby telling shareholders that it will cost a fortune to acquire Lightwave and yet the stock is flirting with a dollar a share. Something is completely off here. Either the stock is way undervalued or Lebby is full of it.

OVER!? DID YOU SAY OVER!?

cue Bluto's big speech from Animal House.....

There are guys here that were pumping Rockley til the day before it went bankrupt.....There are guys here that held Spectra 7, at 10 cents, thinking that's gotta be the rock bottom and there'll be a miracle turnaround. (Ya got 2.8 cents per share for your troubles). There's guys here waiting decades for funding to dig a hole in the ground in Nebraska.

People expecting much out of the "special" call?--The cult wanted, begged, for more communication (hand-holding) so you got it from the new guy. If no other company is named as a partner, collaborator, licensee.....you still got nothing...

Thanks! My expectations low. Will be happy if i dont hear words excited or ubiquitous. Would be thrilled to get some visibility into the number of negotiations going on and the stage...but not expecting

Aren't you the only one in the world that has said the technology failed?

They may have been close to doing a deal if the technology worked. It failed, so yes they are starting from scratch. They are right where they have been for the past decade. They have a one trick pony EOP that fails device development at scale. Even if they signed a joint development agreement with one of the majors on Monday it would be years until a device is developed that’s commercially viable. That’s if they can even get it to work.

Do you not understand the process or development timelines? At minimum you’re looking at 18 or so months and that’s if nothing goes wrong.

What X is doing is trying to manage expectations and keep the stock above a buck. He knows deep in his heart and bones it’s over here.

GAME OVER!

#scam

Geez X, it's not like they are starting from scratch. According to Lebby we were close to doing a deal by the end of 2024.. I expect more from this call.

Amen. Marcelli could be treasurer.

Past being prologue from this clown bus of shareholder communication, I also don't expect much. HOWEVER, I don't think though that Yves would schedule a call to not say much. That would frankly be far worse than actually not having a conf call at all. If it's a bunch of "we're working hard to get deals done" "can't give guidance" "excited for what the future holds" with no mention of timing of deals or with whom the deals will be done, that likely means we have not seen the bottom IMO. We've been in an abusive relationship with this company for years and in my eyes Lebby and Marcelli are mostly to blame first and foremost given their words. I count myself as a sucker for actually believing them. I'd love for Yves to announce Marcelli's retirement and a new COO along with deals, and for once give us good guidance. Lucy better not pull that football away from Charlie Brown again. 

For-the-life-of me, and your comments, I can't see what is keeping us from being ubiquitous.

Does T. Rowe Price really own us? Can't find them on Yahoo "Holders"

After proving the material performance and reliability LWLG needed to prove the material works just as well in devices. At OFC 24, after announcing a partnership with AMF, a foundry based out of Singapore, where together, both companies revealed a complete PDK of photonic structures (waveguides, splitters, gratters etc...) on 200mm wafers, LWLG demonstrated a 200G/L modulator. And Dr Lebby explained that in order to convince future partner of the long term value of polymers, as a solution for an industry about to hit the technical wall, it was to prove that future generations of devices could be built using organic EO polymers. LWLG chose to work with Polariton to prove next gen devices.

At ECOC24, LWLG and Polariton demonstrated, a peer reviewed solution, at 400G/L.

Furthering this avenue of future proofing, they now modeled the next step with a plasmonic MZM reaching 997GHz at only 3db optical loss.

Obviously, Dr Lebby was too adamant and unflexible with his commercial stance, which prevented commercial deals promised for 2024. The BoD intervened and brought in a deal specialist in Yves LeMaitre. In January 2025, the initial presentation on the new Go-to-Market strategy was made.

The performance and reliability of the material was never questioned. They were reaffirmed as a core competency.

Earlier this week, polymers were part of a "Photonic Integration Week" with UPVfab Micro fabrication pilot line and VLC Photonics in Valencia Spain:

"VLC Photonics (Hitachi Group), a leader in pure-play Photonic Integrated Circuits (PIC) design and testing services, is joining Photonic Integration Week as a Platinum Sponsor! 🌟 With expertise across all material platforms (SOI, SiN, SiO2/PLC), III-V materials (InP, GaAs...), TFLN, BTO, polymers, AlO2, Graphene... they’re driving the future of photonics with cutting-edge engineering solutions."

In the post above, they are again part of the discussion on PIC Integration at LIGENTEC in Switzerland.

At 200G/L, traditional materials were able to find a working solution, using 8 lanes, even though the power consumption is really not sustainable.

As the industry is contemplating next gen at 1.6T and 3.2T transceivers, the power consumption becomes unmanageable with existing materials and ease of integration with a lower lane count becomes more critical for high volume scale up. Polymers offer a path towards that future. Yves dealmaking abilities are being called on to make sure polymers are part of the future.

Yves and Tom 6-month options, expiring in June 2025, offer a good guideline as to when a first step (design-in win?) towards a commercial step (licensing agreement) may be expected by.

The market keeps growing as AI implementation cases are seeping from just a few market leaders (Nvidia...) towards more numerous enterprises driven cases. Good days ahead.

GLTAL

AR.

https://www.reddit.com/r/LWLG/comments/1j57ybu/epic_mtg_on_pic_manufacturing_lwlg_present_thru/

Thumbs down. They go back to the tier ones and lower the price. Takes half-an-hour.

Completely 

My expectations are low, perhaps a little insight as to what they have learned now that they have access to the day-to-day operations and some sit downs with perhaps the top 10 targeted customers and a peek/plans for a path forward.

X Keeping my expectations low, anything above that is a bonus, I'm not sure how much they could have firmly nailed down in a couple months.

I think there is something wrong with that individual. He might be mentally challenged.

the latest round of Annual Incentive Comps were issued at $5 strike, and this was at a time the PPS was in 3's!!

20 MILLION Shorts Covering Deadline Established June 2025, the gauntlet was put down with the issuance of the new CEO and President Incentive Options being FULLY VESTED in 6 months or June of 2025, this is an UNPRECEDENTED MOVE in the entire history of LWLG!! Normally these types of Incentive Compensation Options are issued to vest incrementally over a 5 year period

a couple more things to keep in mind,

1) the latest round of Annual Incentive Comps were issued at $5 strike, and this was at a time the PPS was in 3's!!

2) Leonberger buying up 100,000 options outright and disposing of exactly ZERO!!

Oh and BTW, the fact is that the long-term investors here are not paid to post, it's the unethical bashers who the cat's been dragging in that are paid, from one basher recent post "LWLG not having promise"? Seriously?!!!

Remember, the Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc, 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

I know. It's hilarious Rikkie. We actually skyrocketed to $1.16!!  What a dope that DOA is. You showed him, though! 

+ 5.4 % 🤣

Someone was selling a large amount of stock today. Offers of 20k every penny at times.

Quiet so I will ask. What are your expectations for next weeks call?

Lol.

Thanks for that chuckle.

X

LWLG, new 52 week high

Everyone here knows that you are projecting men love based on X’s comments about the two of you on the Love Boat together. He said he really liked your body. I bet he responds immediately when he sees anything from his captain.

I just found out a mani pedi was not a man's pedicure.

True