Nrdc92
53 minutes ago
It's willful denial. It brings me no pleasure to write this, but stack Lightmatter side-by-side with LWLG, and one will see the difference between a well run company (Lm) and one that's not (LWLG). Lm has multiple strategic partners, third party capital raises, a compelling technology, and is very well promoted. LWLG's managerial struggles and lack of commercial traction is what LWLG is known best for (hence 20+ million shares shorted).
Lebby needs to be removed as CEO and BOD Chair
Marcelli must go
MZ must go
LPC must go
prototype_101
16 hours ago
Shorts tried SUPER-HARD in 3rd Quarter BUT FAILED!!!!!
2,129,159 shares Shorted 3rd_Quarter BUT FAILED TO DROP THE PPS AT ALL!!!!
an additional 2,129,159 shares Shorted in the 3rd quarter with NO NEGATIVE IMPACT TO PPS tells the story that Shorts are OUT OF GAS!!!!! Retail Longs & Institutions are sopping up all the Shorts can muster!!!!! There will NEVER be a volume capitulation!!! Shorts are trapped like the little rats they are!!!!
https://www.nasdaq.com/market-activity/stocks/lwlg/short-interest
The 6/30/24 close was 2.99
The 9/30/24 close was 2.76
The 3 month VWAP was 2.89
Grifter Shorts Must Return 22 MILLION Borrowed Shares!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals IN PROGRESS ON 3 CONTINENTS WITH BIGGEST TRANSCEIVER COMPANIES IN THE WORL!! Shorts hourglass sands of time are waning rapidly!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175156647&txt2find=timeline
WAKE ME WHEN 22 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
All day long it's been the total bullshit low volume high frequency manipulation games again!!! they can drip torture the Longs but they will NEVER get a volume capitulation!!! 22 million Shorts hourglass sands of time waning before Lebby inks first of many Tier 1 deals!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 109 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
Mdk1
16 hours ago
Edition: “ Editorial Advanced Modulators and Integration Beyond Traditional Platforms “
https://ieeexplore.ieee.org/abstract/document/10682124
ETH Zürich, among others …
>>> “ This special issue addresses ongoing progress and trends in advanced optical modulators and integration beyond traditional platforms with special emphasis on materials integration, device fabrication, and characterization, to system-level performance evaluation, particularly covering the following areas:
New functional materials including thin film LN, electro-optic polymers, BaTiO3 (BTO), phase change materials, graphene, carbon nanotubes, and transition metal compounds. “
>>> “ … , a review of E-O polymer modulators on silicon platform by Wolfgang Freude et al. “ = KIT Karlsruhe
Nrdc92
16 hours ago
Don't confuse the crew with logic. The all-silencing magical "NDA" is and has been, for them, the only thing keeping us from knowing about the many and varied Tier 1 commercial shenanigans happening in Englewood. Of course, the NDAs don't impact the "institutions," who, according to Proto and Jeunke, are snapping up every available share of LWLG because they know the TRUTH.
Of course, as can be seen with other companies, this is silly; but don't tell the true believers that or you'll be labled a "short!"
MPDanford
17 hours ago
Scope, I agree with your way of viewing this investment. What they are doing is not so simple as “a+b+c+d=e”. Since what they are doing is something that has never been done before and it uses a technology that was seen by many as a failure/disappointment 10-20 years ago when it was less mature, it is understandable that some companies are skeptical about switching to this “new” technology. Add to that the fact that LWLG success will came at the “expense” of market share and profit for some competing companies, we have been warned repeatedly over the years that success would be a hard-fought battle. That is why so much effort has been put into testing data and patents.
I continue to believe Dr Lebby and his team are the right persons and the best persons we could have leading the company through this struggle. I am not a techie, but my observation is the even Intel and many other big tech names have struggled to successfully predict and successfully navigate the swirling winds of tech innovation. There are NDA’s all over the place and it is common for most innovations to NOT be disclosed until their partners needed to gain traction are ready. Yes, we all want it “soon”, but I am fine giving Dr Lebby the time he needs to get us the “right deal” vs just “any deal”.
KCC, thank you for all your VERY valuable information, opinions, and perspectives you have shared with us. I don’t think most experienced investors blame you for anything; we know we are responsible for our personal investing decisions. I still confidently believe this investment will be the best investment in my life…..and I am not selling any shares anytime soon.
X and protocol, thank you both for helping me understand the “game” being played by institutions and shorts to enable institutions to gain over 50% of the shares. It has helped me ignore the ”noise” of market manipulation and enjoy my day-to-day life more. I look forward to LWLG news when it is ready…..in the meantime I look forward to Carl’s reports about his mother’s garden!
Mike
prototype_101
18 hours ago
from Dec 4th 2023 letter to now, here's what happened,
Lebby never lied in regard to the stated intentions of the Dec 4th, 2023 shareholder letter as Shorts here have continued to try and push this false narrative!!
Excerpt from the Dec 4th 2023 letter, Lebby said
In addition to this first licensee, we continue to receive strong interest from other potential customers in our innovative device platform and licensing our technologies. We are working hard to close additional commercial agreements by year end, but since, these are long deliberate processes, we can't guarantee that we will do so. We are presently working with a wide spectrum of companies including multinational tier-1 corporations which manufacture data communications network equipment
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl128870.pdf
LWLG had a breakthrough in Jan/Feb 2024 with success on 200gbs modulators on 200mm Wafers at AMF which they got overwhelming interest from Tier 1s from Demo's done at OFC in March 2024, so they ditched the advanced negotiations with the Tier 2s they were dealing with that related back to the December 4th 2023 letter which indicated they were closing in on deals, what investors didn't piece together was that these were deals that could be supported by production on 150mm Wafers; these were not the Tier 1s which aren't interested in dealing with a company unless it can scale its volume to meet HVP needs, ie millions of units, which is what production on 200mm Wafers is capable of doing!!
First Quarter 2024 and Subsequent Company Highlights:
- Over 20 major corporations have viewed Lightwave Logic's technology demo of our polymer modulators with worldclass performance of 200Gbps at 1V drive voltage.
- Provided details on how polymer modulators are now being fabricated on standard industry 200mm silicon wafers at a commercial silicon foundry
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl134093.pdf
Bottom line, Lebby never lied in the Dec 4th 2023 shareholder letter, but what he did do was pivot his strategy in the 1st Quarter of 2024 from focusing on the Tier 2s to focusing on the Tier 1s, and because of limited resources he could not do both, and he chose the Tier 1s for obvious reasons in pursuit of Ubiquity, but that was at the cost of a lengthened Timeline
And now couple that with these excerpts of what Lebby said to the Benzinga (Nov 14th 2024) question on the commercialization status,
we've had a lot of interest from Tier 1 companies since then, I've given a few talks and a few updates, but what I can say today is that we have deepening relationships with these folks, and they are not just in the U.S., they are in Europe, as well as in Asia, and so this is interest level, these companies include some of the world's biggest Transceiver component manufacturers
we've been in deep discussions with this, and I'm working very very hard to put together Commercial Agreements on that, and this is something that I've indicated to our shareholders that is taking a little longer than it was expected, but it's also really exciting because now you can start thinking about the scale of our technology, so this is happening and I'm working really hard on it
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175387701
In regard to the PPS being taken out to the woodshed with the issuance of the 3rd Quarter summary, I believe the selling that day was WAY OVERDONE, especially in light of understanding the TRUTH in why Lebby's long-standing Timeline (from 2019-2024 remained unchanged) has been given a minor shift into 2025 due to the fact that Lebby is now negotiating deals with the largest Tier 1 Transceiver companies on 3 Continents, US, Europe, and Asia!!!
One thing I will conjecture is that I believe we really are involved with a lot of big players and I think that once one of these contracts gets finalized the others are going to fall like dominoes!!
x993231
18 hours ago
Not sure many understand just how important this post was, it took me a little work so I'll throw it down here again.
Time to think - So Nvidias Gpu's are overheating. Let's see what happens if Lightwaves polymers are operated at that temp.
https://siliconangle.com/2024/11/17/nvidias-upcoming-blackwell-gpus-overheat-server-racks-worrying-customers-reports-say/#:~:text=Nvidia%20Corp.%27s%20upcoming%20new,deployment%20in%20data%20center%20racks.
As info the upper limit of Nvidia GPUs is 95 to 100 °C while it is 90 to 100 °C for AMD GPUs. Anything beyond these value means your GPU is overheating.
Lightwaves Tg (Glass transition) is a whopping 180c, so working the math roughly it looks like about 80 years at 100c. Dang, bottom line is that an overheated NVDA GPU would not affect a chiplet with Lightwaves Perkinamine.
Want Proof?
https://www.ecocexhibition.com/wp-content/uploads/LWLG-_2024_ECOC_conference_FINAL1_pdf.pdf
Look at slide 21 (180C on the left, on the right you'll see 100 years at 175c) then back up to slide 20 to see what would happen to the competition in the Tg area. Then look at the performance of the R33 on slide 16 at 170c pm/V and remember that an R33 of 200 was what Lebby told us they needed to achieve for the past few years in order to reduce size and voltage) Look at slide 17 for lot uniformity and a Tg of 186c. Now back to slide 16 and the red circle says it all.
Again the reason for this post was that I was wondering if Lightwaves Perkinamine would been an issue for an overheating NVDA GPU.
Check those boxes folks, NVDA has a ton of cash and will no doubt be making acquisitions in future technologies.
https://www.reuters.com/breakingviews/nvidias-growing-cash-hoard-points-ma-2024-11-18/
The market will do what it will do, very complex science. Study that presentation.
X
Note the need for a pm/V R33 on pages 20 and 35
https://www.dropbox.com/scl/fi/ezrrgd1rbbrr0rqg2yvbw/Xs-Notes-from-the-Presentation-and-Update.pdf?rlkey=9shgnlkfcu06yq3gfeuo6rbmk&dl=0
Remember that no test equipment was available back when Lebby told us what they needed to accomplish.
So we have a real-world problem with NVDA that would not have affect Lightwaves Polymer.
X 90% of my ish is getting hammered today, I did grab a little BITB to get into the bitocin area without actually holding it.
40k more sells than buys for no reason down 20 cents, this shall pass. I do think that a New Chairman could most definitely help, if the board agrees they will do it.