ADVFN Logo ADVFN

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for smarter Trade smarter, not harder: Unleash your inner pro with our toolkit and live discussions.
Lightwave Logic Inc

Lightwave Logic Inc (LWLG)

3.75
0.02
(0.54%)
Closed July 27 4:00PM
3.691
-0.059
(-1.57%)
After Hours: 7:44PM

Real-time discussions and trading ideas: Trade with confidence with our powerful platform.

LWLG News

Official News Only

LWLG Discussion

View Posts
WooptdooU WooptdooU 1 hour ago
The DILUTION SOLUTION could now get passed on to BALDY'S offspring, the Dr, Dr grifters...
👍️0
jeunke22 jeunke22 2 hours ago
My hunch is that we are dealing with 1 or 2 market makers who have 20 mio uncovered shares. Since they ‘ monopolize’ trading especially the ‘ pay for orderprocessing’ by cheap online platforms , they are in the driving seat. They will let the price rise when it makes financially sense for them, e.g. when future income will off set any losses on covering their LWLG short share position. Deposited share certificates are key. Would be nice if LWLG could privilege or make favors to existing shareholders .
👍️ 5 💗 1 💥 1 🚀 1 🤙 1
tkg tkg 3 hours ago
it is evident that it is the front runner

Noteworthy...
Not "a" front runner,...but "the front runner"
👍️ 5 💗 1 💥 3 🚀 1 🤙 1
MrLWLG101 MrLWLG101 3 hours ago
Newcomers, be alert for the false entities and fearmongers on this forum who broadcast red flags, claim that this is an internal lab experiment, or provide additional explanations that it cannot be scaled or implemented in foundries. An SEC filing gives you a clear answer. Do your research well and read these documents, instead of the posts from Pumpkin, TedPelee, Lurker, etc. They have only one objective: shorting! A measure of a successful implementation of a PDK is receiving a working (modulator) chip. See the statement below in the SEC filing:
"Our differentiation at the modulator device level is in higher speed, lower power consumption, simplicity of manufacturing, small footprint (size), and reliability. We have demonstrated higher speed and lower power consumption in packaged devices, and during 2023, we continued to make advances in techniques to translate our world class material properties to efficient, reliable modulator devices with commercial foundries. We are currently focused on testing and demonstrating the simplicity of manufacturability and reliability of our devices, including in conjunction with the silicon photonics manufacturing ecosystem. In 2023, we worked with silicon-based foundry partners to help scale in volume our polymer modulator devices and we received working modulator chips from these foundries. We have advanced and matured our interactions with our foundry partners and we continue to receive working modulator chips for prototyping. Silicon-based foundries are large semiconductor fabrication plants developed for the electronics IC business, that are now engaging with silicon photonics to increase their wafer throughput. Partnering with silicon-based foundries not only demonstrates that our polymer technology can be transferred into standard production lines using standard equipment, it also allows us to efficiently utilize our capital. The foundry partnerships will allow us to scale our high-performance polymer optical engines quickly and efficiently. We have now received silicon wafers that range up to 200mm in diameter, which aligns well with foundry manufacturing. Using 200mm silicon wafers, we showed packaged polymer modulators operating with open (clean) eye diagrams at 100GBaud PAM4 (or 200Gbps PAM4) at voltage drive levels at 1V at the 2024 Optical Fiber Conference in San Diego, California in March 2024 (“OFC 2024"). OFC is a leading international conference bringing together the complete value chain of fiber communications, datacentric, and telecommunications industrial players. We also showed polymer modulators with voltage drive levels that were below 1V. Driving voltage levels of around 1V is important as it allows our polymer modulators to be driven directly from CMOS ICs (as opposed to dedicated driver integrated circuit chips). This performance is ideal to enable 4 lanes at 200Gbps per lane pluggable transceivers that can operate at an aggregate data rate of 800Gbps. Since the invited talk at OFC 2024, a number of Tier 1 pluggable transceiver companies have both reviewed our technical results and viewed operating packaged polymer slot modulators at 200Gbps PAM4 with drive voltages at 1V."

The focus should now solely be on commercialization, and it has been demonstrated that the interest from TIER 1 parties is immensely high. An estimated market value of 150 billion in 2030 for photonics, energy consumption heading towards a crisis in 2030, better and faster solutions necessary in the sector, higher speeds, etc., etc. This technology is ready to conquer the world. The only question is when. Hopefully, we will soon see the commercial deal, and the shorters, distasteful accusations, and statements will disappear from this forum.
Don't be misled or frightened by the $100,000,000 issue. This is an application and an opportunity to raise additional capital for potential opportunities. It does not mean that they will immediately use it. Don't be deceived by the false entities on this forum who immediately claim that this will dilute the stock further.

Good day!
👍️ 4 💗 1 💥 3 🚀 1 🤙 1
rikkie rikkie 4 hours ago
One word "ubiquitous"
👍️ 2
Mdk1 Mdk1 4 hours ago
Comment 1 hour ago from Moshe Nazarathy - Professor of Electrical Engineering, Technion - and proven Entrepreneur
1 u

>>> I have watched this ultra energy-efficient ultra high bandwidth ultra compact technology evolve and improve over a long time and it is evident that it is the front runner

Info
Moshe Nazarathy, PhD., is a professor Emeritus with the Electrical Engineering Department of the Technion, Israel Institute of Technology, Fellow of the IEEE and of the OSA. Moshe holds over 30 patents/patent-applications, 14 of which are assigned to the Technion, and has published over 230 refereed papers and conference proceedings. Moshe’s main research interests are ultra-high-speed, energy-efficient (green) /Photonic/Analog/Digital/Communication/Signal-Processing and ultra-accurate photonic sensors.
Moshe obtained his B.Sc. cum laude and Doctor of Science EE degrees at the Technion. During the years 1982-1984 he was a Post-Doctoral Researcher and adjunct Lecturer at Stanford University’s Information Systems laboratory. He subsequently pursued an industrial career, from 1984-1988 as Researcher at Hewlett Packard's Photonics and Instruments Laboratory. In 1988 he co-founded Harmonic Inc. (HLIT:NASD) in the Silicon Valley, was Senior VP R&D, and corporate CTO, and served as member of Harmonic's board of directors from 1988 to 2001. In 1995 he set up the Research center of Harmonic in Israel and was its General Manager until 2000. In 2000-2001 Moshe returned to the Silicon Valley as VP of Engineering to oversee Harmonic’s merger with Divicom Inc., heading a combined R&D team of hundreds of engineers. Altogether, at Harmonic, Moshe contributed to the stabilization and creation of thousands of jobs, in the US, Israel and world-wide. In 2001, having completed the merger mission, Moshe retired from Harmonic. He then served until 2015 as a Technology Venture Partner with Giza Ventures, a leading VC firm in Israel, as well as on the advisory board of several start-up companies and also assumed a visiting position at the Technion in the Viterbi Electrical and Computer Engineering (ECE) Faculty. In 2007 he became a tenured Associate Professor at the Technion and in 2014 he was granted the rank of tenured Full Professor. As part of his contribution to the Technion ECE, Moshe served in 2015-2018 as Head, Center for Communication and Information Technologies (CCIT) Industrial Affiliates Program (IAP), developing and expanding the ECE academia-to-industry technology transfer process. Since Oct 2021, when he became Professor Emeritus, Moshe has engaged in intense photonic research aiming to disrupt short-reach photonic interconnects for datacenters, AI workloads, and the Cloud, as well as conceive a new generation of ultra-sensitive photonic sensors.
👍️ 9 💗 1 💥 3 🚀 1 🤙 1
tkg tkg 4 hours ago
Great summary Fiscall, Thx!
👍️ 3 💥 1 🤙 1
MarcoPolo4 MarcoPolo4 5 hours ago
It is also a warning to the short sellers that a storm is coming.
👍️ 7 💥 1 💯 2 🚀 1 🤙 2
jeunke22 jeunke22 7 hours ago
Renewal of shelf offering to 100 Mio makes all business sense. Company has great cash ( until deep into 2025) position, has been very frugal in tapping funds from existing, running shelf from Roth and LPC. Both sources together could still provide around 40-45 mio under the ‘ old’ shelf and …
a deal, an acquisition or any other strategic opportunity would probably create a share squeeze, a higher share price, and the opportunity to fund operations at more favorable ( higher) share prices. It’s a clear company message, it’s operational preparedness and its strategic intentions.
👍️ 12 💥 1 💯 2 🚀 1 🤙 2
prototype_101 prototype_101 8 hours ago
Shorts want to argue that the Foundry PDK's are NOT ready, I find it hard to believe that AMF would have actually WANTED to go public that they are producing LWLG World Class 200Gbs devices on 200MM Wafers that can produce MILLIONS of devices annually if the PDK's weren't PERFECT already, do you think there is a snowball's chance in hell that they would have wanted to do that if the PDK they were using was questionable for ongoing results, or the yields were terrible? I don't think so

All the witnesses on the ASM lab tours were reporting a "constant flow of wafers from around the world", I highly doubt if these foundries were struggling to get these PDK's successfully operational that they would be continuing to waste time with LWLG after 2-3 years now already, Foundries are in high demand for their time, and as I understand it, some of our Foundry work is being sponsored/at request of potential Customers

Dr. Michael Lebby commented: "Our newly presented results are incredibly exciting, representing not only the best commercial-grade-compatible polymer modulators to-date, but on commercial 200mm silicon wafers, with performances that fit very well for a 4-channel x 200Gbps (or 800Gbps) pluggable transceiver, as well as the next generation 4-channel x 400Gbps (or 1600Gbps) pluggable transceivers. 200G lanes with clean, open eye diagrams now represent an inflection-point to extend silicon photonics benefits by utilizing the company's polymers to enable much higher data-rate speeds at significantly lower power consumption levels. These results will position LWLG to support the burgeoning demand of generative AI as datacenters around the world begin to upgrade their hardware faster than expected to meet the demands of the future."

https://finance.yahoo.com/news/lightwave-logic-demonstrates-world-class-123100712.html
👍️ 4 💥 2 🚀 1 🤙 2 ♥️ 2
prototype_101 prototype_101 8 hours ago
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators

Michael Lebby, Lightwave Logic Inc

Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:

1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.

2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.

3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)

4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.

5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.

The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.

https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
Bullish
BULLISH
👍️ 3 💥 2 🚀 1 🤙 2 ♥️ 1
StevenDice StevenDice 9 hours ago
Agree with your assessment. They have to demonstrate they can produce meaningful revenue. Even several million would be acceptable.

Several million would be 4-8M. This is considerably less than my own commodity/service business but a meaningful first step down the road toward real revenue.

👍️0
StevenDice StevenDice 9 hours ago
Decent strategy.
👍️0
Rkf302 Rkf302 10 hours ago
So many posts. And no shares.
After selling at bottom.
Big mouth. Small brain
👍️ 2 💥 2 🚀 1 🤙 2 ♥️ 1
WooptdooU WooptdooU 12 hours ago
More shelf, more greed, more GRIFT. eom
💩 1 🤡 1 🤮 1
WooptdooU WooptdooU 12 hours ago
Does BALDY know the shareprice lately...he will really be hiding soon enough...
💩 1 🤡 1 🤮 1
WooptdooU WooptdooU 12 hours ago
Desperately trying to FORCE INTEREST, it seems....that would be GREAT if grifter lebby didn't TAKE so much cash based on licking his lips misguidances.
💩 1 🤡 1 🤮 1
WooptdooU WooptdooU 12 hours ago
The DILUTION SOLUTION continues...see new DILUTING/FILING...
💩 1 🤡 1 🤮 1
prototype_101 prototype_101 12 hours ago
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!

September 23-25, 2024

Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques

https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf

LWLG Most Innovative Product Award Finalist

ECOC 2024 Hybrid PIC / Optical Integration Platform

https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
👍️ 5 💗 1 💥 2 🚀 2 🤙 2
prototype_101 prototype_101 12 hours ago
teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!

TFLN? here worth another LQQk,

TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.

Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.

“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206

HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!

https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4

Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!! TOO FUNNY!!!!

Hyperlight is supposedly the #1 TFLN company in the world!!!!!

This is where LWLG was about 5 years ago!!!!


here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics

CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!! And Hyperlight the #1 TFLN Development company said in about 3 MORE YEARS they could possibly get this done!!!

CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there

CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?

CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!

Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!

TFLN does NOT!!!

Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"

LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,

Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!

https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2

LWLG tops ALL competition in FOM scores by far!!!!

Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!

Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them

1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!

2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)

3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts

4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db

5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit

6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!

7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries

8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!

Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!



Folks, see it for yourselves starting at 21:06, LWLG is the hands down WINNER of the TRUE NEXT-GEN competition!!! NOTHING else is even close!!!!
👍️ 4 💗 1 💥 2 🚀 1 🤙 2
redspinelpinktopaz redspinelpinktopaz 12 hours ago
One thing for sure: we're not in negotiations to be taken over.
👍️0
WooptdooU WooptdooU 12 hours ago
Sorry, STUPID CONJECTURE with THE GRIFTER, lebby associated...
👍️0
WooptdooU WooptdooU 12 hours ago
THE DEAL is between the GRIFTY bod members. This stock price will depress unfortunately.
👍️0
WooptdooU WooptdooU 12 hours ago
The current shelf was getting bare...these grifters like to Bragg about the cash in the bank and no debt. THIS CAN BE FURTHER DILUTION...

After all, they take pride in their Dilution Solution.

After hours is an embarrassment, likely.
👍️0
vein vein 13 hours ago
Would love for a deal to hit the wires !!
👍️0
vein vein 13 hours ago
My thoughts exactly frobrinso
👍️0
DanM51 DanM51 13 hours ago
Has Polariton SOLD anything with Perk in it? Another quarterly report coming. What's the guess this time on revenue to Lightwave? The commercial deal from May 2023 (most likely Polariton) should generate more than a $50,000 invitation fee if they continue to claim that deal shows "tangible commercial progress" or that they "commenced commercial operations in May 2023".
👍️0
DanM51 DanM51 13 hours ago
Yeah, yeah, $100 million more in possibilities.....history screams salaries and bonuses for several more years.......
👍️0
frobinso frobinso 13 hours ago
Vein, that is a valid conjecture and one that I would welcome as an investor. Since Polariton is not public, an equity stake in LWLG is the only "public company" vehicle I am aware of that one could benefit from the potential success of Polariton. It assumes their sales contains our material and may also assume that they are our first licensee. An acquisition or merger with Polariton would completely firm up the future headroom to position us more strongly against competing technologies, and may also provide additional leverage for Lightwave Logic in the material supply chain specifically with other partners/suppliers to Polariton.
👍️ 2
vein vein 13 hours ago
Amen !!
👍️0
DanM51 DanM51 13 hours ago
Donuts, spa, golf, tennis or pickleball, food and drinks.....business expensed, lol
👍️0
frobinso frobinso 13 hours ago
While it would be nice to have seen a tier one deal inked, so that at least this comes on the heels of proven execution that is already anticipated. However, it is always best to put these things in place before your cash is anywhere near depletion. When good news does come they can utilize this in various ways. The shelf will reduce going concern risk at the least, and also opens up options when it comes to negotiating with a tier-one, or having shares to provide a company that as part of a deal wants to take an equity position. Nvidia seems to do this sort of thing, so one can hope that is also good news in the wings soon.
👍️ 15 💗 1 💥 2 🚀 1 🤙 2
vein vein 14 hours ago
Claudia wasn’t at the shareholders meeting for donuts !!
👍️0
Fiscall Fiscall 14 hours ago
I was thinking the same...
👍️0
dude abides dude abides 14 hours ago
They have to renew this every 3 years - this is a formality.

$33 mil left with Roth and $6 mil left with Lincoln.

What I'm not clear of is if this adds another $100 mil (or $60 mil additional) to be able to be sold. If it did, you'd still need a follow-on announcement with a partner like Roth or LPC.

I don't want to see that unless it's after a named deal with a T1 named partner. Should be an interesting few weeks.
👍️ 7
vein vein 14 hours ago
I think we are buying polariton
👍️ 1
Fiscall Fiscall 14 hours ago
Examples of Tech Companies with Large Share Issuances Followed by Significant News

NVIDIA Corporation (NVDA)
Share Issuance: In 2016, NVIDIA announced a public offering of $1.5 billion in common stock.
Subsequent News: Shortly after, NVIDIA made significant advancements in their GPU technology and expanded their market presence in AI and data centers. They also completed strategic acquisitions like Mellanox Technologies in 2019 for $6.9 billion, which was after another significant capital raise through share issuance.

Apple Inc. (AAPL)
Share Issuance: While Apple has primarily used debt for raising funds, in 2013 they issued shares through a capital return program which involved share buybacks and dividend payments funded by debt issuance.
Subsequent News: Shortly after this program, Apple announced major product launches including new iPhone models and entered into a significant partnership with IBM to expand in the enterprise market.

AMD (Advanced Micro Devices, Inc.)
Share Issuance: In 2020, AMD announced a $1.6 billion share offering.
Subsequent News: Shortly after the capital raise, AMD announced its acquisition of Xilinx in a deal valued at $35 billion in stock. This strategic acquisition was a game-changer for AMD, significantly enhancing their product portfolio and market position.

Salesforce.com, Inc. (CRM)
Share Issuance: In August 2020, Salesforce announced a $5.75 billion stock offering.Subsequent News: Just a few months later, in December 2020, Salesforce announced the acquisition of Slack Technologies for $27.7 billion, a strategic move to strengthen its position in enterprise communication and collaboration.

Zoom Video Communications, Inc. (ZM)
Share Issuance: In January 2021, Zoom announced a $1.75 billion stock offering.
Subsequent News: Zoom continued to expand its product offerings and market presence significantly. While they haven't announced a major acquisition since then, the capital raised provided flexibility for strategic initiatives, partnerships, and enhancing their platform amid the pandemic-driven growth in remote communications.
Analysis and Strategic Considerations

Timing of Announcements:
Companies often align share issuances with upcoming strategic moves to ensure they have the necessary capital to execute these plans. The capital raised provides financial flexibility and strengthens the company’s balance sheet, which is crucial when negotiating major deals or acquisitions.

Market Reactions:
The market typically reacts positively to strategic acquisitions and major deals if they are perceived to add significant value to the company. Conversely, the announcement of a large share issuance alone might initially cause dilution concerns among investors, but this can be mitigated if followed by strong strategic news.

Capital Utilization:
The capital raised through share issuances is often earmarked for specific uses, such as acquisitions, R&D investments, and expansion into new markets. Companies also use these funds to enhance their competitive positioning or to fend off potential takeover attempts.

Conclusion
The pattern of issuing shares followed by significant strategic announcements is common among tech companies aiming to leverage new capital for growth and expansion. Given Lightwave Logic, Inc.'s current financial position and the details in their recent Form S-3 filing, it is plausible to speculate that they could be preparing for substantial strategic moves, potentially including partnerships, acquisitions, or other significant developments. This strategic alignment could be designed to maximize shareholder value and position the company for future growth.
👍️ 18 💗 2 💥 2 🚀 1 🤙 2
Fiscall Fiscall 14 hours ago
It's certainly interesting to consider the potential implications of the share issuance, especially in light of the current market conditions and the company's cash position. Let’s connect the dots based on the information available:

Current Context and Cash Position
Current Cash Position:
Lightwave Logic, Inc. has more than $35 million in cash, which is sufficient to fund operations until August 2025. This strong cash position suggests they are not in immediate need of funds for day-to-day operations.
Issuance of New Shares
Purpose of Share Issuance:
The company has registered to issue up to $100 million in new shares. This is a significant amount and provides flexibility to raise additional capital if needed.
Potential Motivations Behind the Issuance
Strategic Deals or Acquisitions:

Companies often raise capital in anticipation of significant expenditures such as strategic acquisitions, partnerships, or investments in new technologies. Given the strong cash position, this could imply Lightwave Logic is preparing for a major strategic move.
The document mentions potential uses for the proceeds, including technology acquisitions and business investments. If Lightwave Logic is in advanced stages of negotiations for multiple deals, this issuance could be a preparatory step to ensure they have the necessary capital to close those deals.

Defensive Measures:
With approximately 20 million shares short, a significant announcement of strategic deals or a potential takeover could trigger a short squeeze, where short sellers rush to cover their positions, driving the stock price up sharply.
By issuing new shares, the company might also be positioning itself to fend off a potential hostile takeover. Issuing shares can dilute the ownership of any potential acquirer, making it more difficult for them to gain control without significant additional investment.
Preparing for Future Growth:

Lightwave Logic’s technology is positioned to capitalize on growing markets such as fiber optic communications, data centers, and potentially emerging applications like automotive LIDAR and sensing. Preparing for growth in these areas could necessitate additional capital for R&D, scaling production, or expanding market reach.
Potential for Upcoming News
Correlation with Forthcoming News:
The timing of the share issuance registration could indeed correlate with forthcoming news. If Lightwave Logic has significant deals or partnerships in the pipeline, having the ability to quickly access additional capital could be crucial for executing these plans effectively.
Companies sometimes align capital raising activities with upcoming positive announcements to leverage the ensuing market optimism, potentially achieving better terms and higher share prices.
Normal Procedure or Strategic Move?
Normal Procedure:
While it’s common for companies to raise additional capital even when they have sufficient funds, the context here suggests a strategic motivation. The company’s solid cash position until August 2025 reduces the likelihood that this issuance is purely for regular operational funding.
Regular capital raising would typically be done to strengthen the balance sheet or to have a financial cushion. However, the significant amount being registered suggests a more targeted use of the funds.

Speculative Insights
Anticipation of Major Moves:
The combination of the new share issuance, the existing strong cash position, and the potential for strategic moves implies that Lightwave Logic may be positioning itself for substantial developments in the near future. These could include:
Strategic partnerships with major industry players.
Acquisitions of complementary technologies or businesses.
Expansion into new high-growth markets.
Potential buyout or merger discussions.

Conclusion
While the issuance of new shares could be seen as a normal procedure for ensuring financial flexibility, the specific context of Lightwave Logic, Inc.'s current cash position, the scale of the registration, and the significant short interest suggest that there could indeed be forthcoming news of strategic importance. This might include major deals, partnerships, or even a takeover bid, all of which could dramatically impact the company's stock price and market positioning.
👍️ 17 💗 3 💥 2 🚀 2 🤙 1
vein vein 14 hours ago
I thought we already had a shelf in place ???
👍️0
MrSmithLWLG MrSmithLWLG 14 hours ago
So much interest and NO SALES
👍️ 1
spartex spartex 14 hours ago
Luther is this different than the other ones in place? Was there a $200 or 300 mil one that they could use Roth to broker? Haven't been following these too closely.. Thx

Some other thoughts from lwlg reddit board on this:

https://www.reddit.com/r/LWLG/comments/1ecxfkg/weekend_hangout_friday_july_26_2024/
👍️ 2
MrSmithLWLG MrSmithLWLG 14 hours ago
5.1 months to go…..stock is a dead until news of 12/31 when KCC dumps all his shares.
💩 1 🤡 1 🤮 1
LutherTiggs LutherTiggs 14 hours ago
Granted...just a shelf offering...and some may just see as business as usual...
👍️ 2 🤙 1
LutherTiggs LutherTiggs 14 hours ago
$100M filing...sounds like a company with big things in the near term offing...
👍️ 3
RuudSaltis RuudSaltis 14 hours ago
New sec filing!
👍️ 2
spartex spartex 15 hours ago
Great to review the ASM slides again, thanks. Love slide #21 And we believe they had another 3 commercial companies visiting just this past month.

Commercial Interest Growing

World class results
• Ideal for 800Gbps pluggable transceiver market with 200G lanes

Types of visitors
• Commercial Tier 1 companies include:
• Hyperscaler/Datacenter companies
• Telecom system companies
• Optical system corporations
• Optical component/transceiver corporations
• OSATs (Outsources Semiconductor Assembly and Test)
• CMs (Contract Manufacturers)
• Silicon Foundries
• Research analysts
• Universities
• Defense industry
Combined licensing/product interest

21
Recent technology demonstrations of our polymer modulators
Over 25 commercial visitors this year 💯🚀
👍️ 10 💗 2 💥 2 🚀 3 🤙 2
PurpleCritter2001 PurpleCritter2001 15 hours ago
In case somebody missed it, ETH - Zurich is world renowned and extremely prestigious. More scientific Nobel prize winners have been awarded to ETH - Zurich connected folks than any other educational institution on the planet. I would venture to say the 1921 Nobel Laureate Winner with the last name of Einstein is the most well known.

https://ethz.ch/en/the-eth-zurich/portrait/awards/nobel-prize-laureates.html

Best,

PurpleCritter2001
👍️ 9 💗 2 💯 3 🚀 1 🤙 1
DanM51 DanM51 16 hours ago
As long as the prediction is bullish, and said with false bravado, they eat it up here, no questions asked.
👍️0
Dead On Arrival Dead On Arrival 16 hours ago
Another prediction goes by the wayside.
👍️0
adagium adagium 16 hours ago
Let the presentation, summary and not to forget the appendix sink in again:

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/96546209-0467-a1d6-17fc-10ef460bced8?origin=2

Related to the appendix (ETH Zürich):

“There is no better alternative to plasmonics for the 400G/ lane market”

Juerg Leuthold, Prof. ETH Zurich

https://www.polariton.ch/
Section: Industry Voices
👍️ 13 💗 1 💥 4 🚀 1 🤙 1

Your Recent History

Delayed Upgrade Clock