Lightwave Logic Inc (LWLG) Quote

I see the last convulsions of an almost obsolete modulator technology. Engineers pushing the limits once more at the cost of reliability, huge powerconsumption and high costs. The demand is out there.
Good thing the market wants higher bandwidth and lower power consumption. The huge market is now firmly recognized by the industry. That a positive sign.
It’s almost the same situation when LCD engineers pushed the limits of their LCD technology and had to admit defeat when OLED ( despite lower life expectancy) was adopted by the industry as the better alternative in performance and lower energy consumption. Today OLED is ubiquitous.

Major AI disruption on Schwab tonight... Expect an AI RESET....

That is great news for Lightwave. Quantum went up 50% on this news alone. They got their first order on 11/13 and stock jumped and then they did a direct offering of 16 million shares for 40 million dollars and stock tanked and then today announced second contract and jumped up again. They have 118 million shares outstanding and a market cap in the 300 million range and only 3.9 % institutional ownership (and they are listed on NASDAQ)
Common Lightwave we have the better product get one decent contract and to the moon

Can someone help me refute that opinion??

3d stacked Photonic Engine 

It really seems as though light matter has the answer for all of the data center and AI problems!! Totally leapfrogged everyone 

More buys today then sells.here look at the proof .

As stock went down.

Let's say from $7 on down.

Funds keep buying...yes the more funds accumulate, the more it goes down.

Today it went down from shorts!!!

Today it went down because of dark pool
Really it was all buys...here here look at the proof..its all offshore dark pool.
Stock worth well over $75 only its everyone fault...except co
Imo

https://www.prnewswire.com/news-releases/quantum-computing-inc-announces-second-purchase-order-for-tfln-photonic-chip-foundry-from-university-of-texas-at-austin-302311325.html

Perhaps after the tour you will be included in KCC insider group and will see the leaked notes, conversations and even be invited to a dinner with him and lebby.

What a reputation builder will that be 😉

Power washers, weed sprayers etc. All in the heat, winter is comming.  Bon fire hoses need to be thawed. Hoses unhooked, hose bib turned off inside as disconnected. Must be the ol man side of me.


X

You're good Electric. At least if Dice says so.
I've noticed that those that speak of dignity....usually don't have any.

Good point, agreed the attorneys fees are up as reported in the Q.

I'm good.

X

You're good Electric. I try not to dignify the adolescent nut jobs on this board with responses. Your qualifications are far above most here. You're a critical thinker with a depth of understanding of this technology.

You got sucked into this thing. Alas, you are not alone.

There will be so many uses for the multiple perks, that there can't be any truth that Dr. Lebby hasn't signed a deal because he wants too much.

This is a fair revision. I largely agree with what you've stated. I am frustrated with the reality and all the built up expectations. So much fantasy is posted here based on messaging:

Heard from somewhere in the Company: "I am more confident than ever that the Lightwave will sign an agreement with at least one tier1 this year".

It's F*#%g worn out.

End of year 2022 when I HOPED to see a transceiver at OFC 2023 and then my comment around the end of 2023 saying I HOPED to see a transceiver by August. That's all I think you'll find

Aren't you conveniently ignoring your breathless reports just a month ago that there had been A LEAK, and lawyers were getting ready to DOT THE I'S AND CROSS THE T'S on contracts at this very moment!!!!!!

Or have you conveniently forgotten about your "insider info" that you felt compelled to broadcast far and wide on message boards?

Two Cents would be proud. You've carried on his work with dedications and enthusiasm. Take a bow, sir!

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!!

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

But we all count on kcc and his insider knowledge 😉

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!"

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

Strange, Lightmatter and Global Foundries don't seem to be bound by these NDAs that you cling to.

They've publicly announced their collaboration. Apparently, Lightmatter has a management team capable of closing actual deals with actual companies of note.

Now, why do you suppose LWLG has not announced anything and still has no timelines for signing a deal?

Go ahead, I'll wait.

The answer will come to you if you think hard enough.

Agreed that doing something for the first time is a different animal. Communication therefore isn’t and can’t be as clear as it would be otherwise. Proper deals, could likely drive the company for years. Do them correctly.

We could possibly lose all our money, but we could also see 20x/50x/100x profits.

A lot of people want to have their cake and to eat it too.

P.S. Others act as though they’re concerned shareholders, but aren’t.

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

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!!

I think you do know who that would be

You should have a couple-of-dozen thumbs up.

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.

I don't know who that would be red and I doubt they would get a complete answer. I believe Lebby and company have a reasonably good idea why nothing has happened yet as far as a deal but they are not telling us as they don't want to negotiate in the public forum. That would be insulting to another company involved and could raise trust concerns. Involving a Chairmen of the Board with CEO experience in negotiations might help move things along.

I mentioned Thomas Connelly Jr. in the CEO role at LWLG but I meant to say Chairman of the Board role overseeing the CEO as I think Michael Lebby is overextended and could use help from an experienced thought leader. The CEO role would be more time consuming and at Dr. Connelly's age it might be too much of a time commitment. As the Chairman of the Board the company could likely use his knowledge and experience in a wider way over the entire business. That could help in negotiating deals now and in the future.

I would trade Marcelli for Dr. Connelly any day of the week.

I never went to any ASM
Again, you were told the wrong things 😃
Seems to happen a lot with you....

More Belgium... I didn't go to ASM.. but I've been told your breathe smells of ass! Probably lebbys

Who hired MZ to be our PR firm and who forced Lebby to make those embarrassing statements on Benzinga. I would guess Lebby does not run Lightwave at all. It all comes down to the common denominator. Guess who.

Not had your pills yet?

Company under NDA you never really win.news or not. Its not full disclosure, it never really is ,

however. With NDA
WE SHAREHOLDERS have zero information of what is really going on
Imo

Marco: why doesn't someone go to the obvious tier ones, and ask them why they are taking so long?

I am of the opinion that Michael Lebby needs more help on the business side of commercializing polymers and helping to get it into wide use in the industry. I have mentioned my wish for Thomas Connelly Jr. to fill the CEO role at LWLG. He was at Dupont for 36 years. He was made Executive Vice President and Chief Innovation officer at Dupont in 2006 and in charge of the Performance Polymer business which included a wide range of polymeric plastics for industrial use. He helped grow the business with increased applications of these polymers world wide. This included polymers for semiconductor manufacturing such as epoxy resins and thermoplastics used in packaging.

He left Dupont in 2014 to be CEO of the American Chemical Society. He grew the membership and world wide coverage greatly in his time there. He retired from it in 2022.

Dupont sold the Mobility and Materials segment which included the Performance Plastics segment for 11 billion dollars and 3.5 billion in yearly earnings in order to move into electrification opportunities.


He is 72 years old and joined LWLG as a Board member not long ago. With his knowledge of how to grow the chemical business, deep knowledge of polymers, how to market and open up commerce for new products and leadership skills both at Dupont as well as the American Chemical Society he would be a perfect choice for the CEO role if he wanted it. As a member of the Board of Directors he is learning about the company and the company about him. The question is does he have the drive for one last rodeo? I hope he does because LWLG needs a wide ranging thought leader in the CEO role.

You might have to go on that famous lab tour next year to bolster your optimism.I heard it was amazing and you even got to meet Jim Marcelli.

Just cannot get any better than that.

I even went to the meeting in Antwerp last April and listened to Lebby saying that they were being dragged along by the big companies!! And why would I waste any time here if I was not a shareholder? Another proof to me most people here are clueless or delusional!!

nrdc92. I've nothing to offer, haven't had any read on this company in a long time.
can't figure how it stays above $2; then again, am unable to grasp where they are in relationship to commercialization
and the amount of revenue stream that could come from it.
proclamations mixed with long silences in a fundamental and complex industry with a great many players competing keeps
investors in a dark cave of total uncertainty.
all speculation about this spec tech strikes me as purest projection.
happy thanksgiving and good luck in general...

BTW, this is a “No Cry Baby Zone”. Wimps.

P.S. X and th6565 are buying.

I believe you’re lying. I don’t think you acted upon any statements made by Dr. Lebby, to buy or sell stock in LWLG. In fact, I don’t believe you’re a shareholder.

You might as well income average if that is the case. The blame lies squarely with Phil Smith as he brought that idiot into the company. X would have done a better job.

Lol lol

Pure BS

Manipulation or is it man / her ipulation.

Down from $ 7 pure Manipulation lol

Fact is, we're getting smashed AGAIN!! If this continues we're gonna end the year below $1!!
This is just ridiculous and I hold Lebby accountable for the drop because he mislead investors, and that's a cold, hard fact that can't be denied! If the CEO fails to fulfill promises regarding revenue growth and deal acquisitions, the company's share price will likely continue to decline as investor confidence erodes!!! This is just criminal!!

Total circus clown show Vein. Tell us all what we want to hear and not follow through with excuses. Been a pattern last few years that's why we been in the 2-3 range. 🤡🤡🤡🤡

And you’re a laugh, all by yourself.

A month and half of the year left and lebby says deal will be 2025.. after screaming all year .. timeline is intact! Lebby is a shithouse! Pass it on

You believe in magic. No wonder.

I really didn't think we would be this misled . 

down 10% on 307k 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!!

Benzinga question on the commercialization status, Lebby said the following
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175387701

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!!

Wake me up when 22 million Shorts covered before Lebby inks the first of many Tier 1 deals!!!


LWLG has MANY links to TOP TIER 1 COMPANIES under NDA's now numbering approximately 40 as of 2024 ASM!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175019136

Lebby is currently negotiating deals on 3 continents with the biggest Transceiver makers in the world!!!!

https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2