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Lightwave Logic Inc

Lightwave Logic Inc (LWLG)

1.905
0.045
( 2.42% )
Actualizado: 10:00:14

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LWLG Discussion

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prototype_101 prototype_101 10 minutos hace
Lebby Podcast--->"Failure Mechanisms" = Qualification of 4x200 PIC

Lebby's Podcast----> SMOKING GUN PROOF OF LATE-STAGE QUALIFICATIONS

Investors also learned from the Podcast just before Lebby's abrupt departure that LWLG was proving out to be MORE ROBUST than even Lebby thought it could be in FAILURE MECHANISMS testing which is part of the QUALIFICATIONS PROCESS

In this Podcast released practically coincident with Lebby's abrupt departure from LWLG over the dispute with the BOD on "Business Strategy" investors learned that Lebby found that LWLG tech was more robust than even he had ever imagined in the final set of tests for the Tier 1 Customer Acceptance requirements on "Failure Mechanisms"

NOTE >>> FAILURE MECHANISMS testing is part of the QUALIFICATIONS PROCESS


Lebby at 13:45 "Is it robust? is it reliable? is it stable? so we are actually at Lightwave really doing a lot of Reliability, Accelerated Testing, Lifetime Work, in terms of different temperatures, looking at different techniques, you know, trying to really understand how robust this material is, and actually we've been positively surprised, this is more robust than we expected, and we're really excited, and we're in the mode right now of conveying that to the Industry, we're very happy with the performance, we see this as a long-term solution for the Industry in terms of performance, and how this can add value to the optical network, but those are the things we're working on really hard, and as you bring a new technology platform to market, where either you've increased the performance or you've changed the technology itself, you've got to go through these things, and certainly we're going through all of that"



Gemini, is study of Failure Mechanisms part of Qualifications work for Transceiver components such as modulators?

Yes, the study of failure mechanisms is an essential part of the qualification work for transceiver components like modulators. Here's why:

Reliability Prediction: Understanding failure mechanisms allows engineers to predict the long-term reliability of the component. This is crucial for ensuring that the transceiver can operate reliably in demanding environments for its intended lifespan.

Failure Analysis: When a component fails during testing or in the field, analyzing the failure mechanism helps pinpoint the root cause. This information is vital for:

Design Improvements: Modifying the component's design to address the identified weakness and prevent future failures.

Manufacturing Process Refinement: Identifying and correcting issues in the manufacturing process that may be contributing to failures.

Accelerated Life Testing: By understanding the dominant failure mechanisms, engineers can design accelerated life tests that simulate the effects of long-term operation in a shorter timeframe. This allows for faster evaluation of component reliability.


Common Failure Mechanisms Investigated in Modulators:

Electro-migration: The movement of metal atoms within the component due to high current densities, potentially leading to open circuits.

Electromigration: The movement of metal atoms within the component due to high current densities, potentially leading to open circuits.

Dielectric Breakdown: Failure of the insulating layers within the component due to excessive electrical stress.

Thermal Cycling: Repeated exposure to temperature extremes can cause material fatigue and lead to cracks or delamination.

Optical Degradation: Aging effects that can degrade the optical performance of the modulator, such as changes in refractive index or absorption.

Techniques Used to Study Failure Mechanisms:

Accelerated Life Testing: Subjecting components to extreme conditions (e.g., high temperature, high humidity, high voltage) to accelerate the aging process and observe failure modes.

Failure Analysis Techniques: Using tools like scanning electron microscopy (SEM), energy-dispersive X-ray spectroscopy (EDX), and focused ion beam (FIB) to examine failed components and identify the root cause of failure.

Modeling and Simulation: Using computer simulations to predict the behavior of components under different operating conditions and identify potential failure points.

By thoroughly investigating failure mechanisms, component manufacturers and transceiver makers can significantly improve the reliability and longevity of their products.

I even COLOR CODED the PROOF that LWLG is working on QUALIFICATIONS with the LARGEST TRANSCEIVER COMPANIES on 3 CONTINENTS based on what Lebby has told us in this podcast, ANYONE can see that Gemini has listed the same items as I COLOR CODED IN GREEN as items done in QUALIFICATIONS that Lebby spoke of in his PODCAST!!!!

Gemini, how long do qualifications generally take?

The duration of qualifications for transceiver components like modulators can vary significantly depending on several factors:

Component Complexity: More complex components with intricate designs and demanding performance requirements will naturally take longer to qualify.

Stringency of Requirements: The tighter the performance specifications and reliability requirements, the more extensive and time-consuming the qualification process will be.

Testing Scope: The number and types of tests performed during qualification will impact the overall duration. This includes electrical, optical, environmental, and reliability tests.

Collaboration and Communication: Efficient communication and collaboration between the component manufacturer and the transceiver maker can streamline the process and reduce delays.

General Timeframe:

While it's difficult to provide a precise timeframe, qualification processes for transceiver components typically range from several weeks to several months. In some cases, particularly for high-speed, high-performance components, the process may extend beyond six months.

Key Stages and Their Duration:

Initial Testing and Evaluation: This initial phase involves basic performance characterization and preliminary testing to assess the component's suitability. It can take several weeks.

Detailed Testing and Analysis: More in-depth testing is conducted, including environmental stress tests, reliability assessments, and failure analysis. This stage can take several weeks or even months.

Iterative Refinement: Based on the test results, the component may undergo design or manufacturing process modifications. This iterative process can extend the qualification timeline.

Final Qualification and Approval: Once all tests are passed and performance requirements are met, the component is formally qualified for use in the transceiver.

Factors that can Impact Duration:

Unexpected Issues: Encountering unforeseen problems during testing can significantly delay the process.

Resource Availability: Limited access to testing equipment or personnel can also impact the timeline.

Communication Challenges: Inefficient communication between the involved parties can lead to delays and misunderstandings.

By carefully planning the qualification process, addressing potential challenges proactively, and maintaining open communication between all stakeholders, it's possible to minimize the overall duration while ensuring that the final product meets the highest standards of quality and reliability.

Please keep in ming that Lebby has been working with the largest Transceiver makers on 3 continents, but that the deals are "taking a little longer than expected" because of the stubbornness of Lebby to extract FULL VALUE in NEGOTIATIONS with the Tier 1's, remember LWLG ELIMINATES the power hungry and EXPENSIVE Driver chip!!!

NOTE---> The Driver chip costs the Transceiver maker MORE than the price buying the LWLG modulator!!!!

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
👍️ 1 💯 1
The Great Pumpkin The Great Pumpkin 13 minutos hace
You fail to point out every other company Eve has been involved with that was acquired had commercially viable products which were generating meaningful revenue.

Vaporwave has neither. No meaningful revenue and no commercially viable products.

So what’s that worth? Any buyout in 2025 is going to be a huge disappointment for shareholders. Some might even call it a Takeunder from the current PPS level.

#scam
👍️0
HammerTime 102 HammerTime 102 22 minutos hace
Enjoys? It's not play time. He better excel at it!
👍️0
prototype_101 prototype_101 1 hora hace
1) The May 2024 ASM presentation clearly showing the 4x200 PIC was IN QUALIFICATIONS on Slide 29 (see colored coded KEY at top of slide) that is 100% FACT

2) KCC's post revealing that investors learned that 4x200 PIC was being SHIPPED TO CUSTOMERS (obviously for Qualifications based on Slide 29 showing the 4x200 PIC was IN QUALIFICATIONS)

in May a lab engineer said they are "shipping arrayed modulators to customers".

also, the recent May presentation showed "transceiver outsourcing" as 2024 and 2025 activities

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175036677


3) then at PECC in October 2024 investors learned,

PECC facts learned support there being Transceiver partners in late stage Prototyping
__a) RF designs
__b) Reflow considerations
__c) Reference Designs

4) Lebby's ONE AND ONLY TIMELINE had LWLG technology complete and Customer Acceptable planned for 2024

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175498425&txt2find=timeline

but Lebby just recently said that Tier 1's Customer Acceptance was taking "a little longer than expected"

This DOES NOT sound ANYTHING like the utter failure that teddybear is trying to peddle!!!

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

5) In this Podcast released practically coincident with Lebby's abrupt departure from LWLG over the dispute with the BOD on "Business Strategy" investors learned that Lebby found that LWLG tech was more robust than even he had ever imagined in the final set of tests for the Tier 1 Customer Acceptance requirements on "Failure Mechanisms" here

Lebby at 13:45 "Is it robust? is it reliable? is it stable? so we are actually at Lightwave really doing a lot of Reliability, Accelerated Testing, Lifetime Work, in terms of different temperatures, looking at different techniques, you know, trying to really understand how robust this material is, and actually we've been positively surprised, this is more robust than we expected, and we're really excited, and we're in the mode right now of conveying that to the Industry, we're very happy with the performance, we see this as a long-term solution for the Industry in terms of performance, and how this can add value to the optical network, but those are the things we're working on really hard, and as you bring a new technology platform to market, where either you've increased the performance or you've changed the technology itself, you've got to go through these things, and certainly we're going through all of that"

The BOLDED WORDS of Lebby from this podcast are work done in QUALIFICATIONS with Tier 1 Transceiver makers!!!

here is a link to a post that goes more in-depth as to these FAILURE MECHANISMS being part of the QUALIFICATIONS PROCESS
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175532682




6) Lebby has said similar to how there has only been one named Foundry despite investors knowing there are CERTAINLY a number of more Foundries with PDK's, that he would only news release information regarding the PIC array/Transceiver Maker Customer at the time that it made "good business sense" to do so, here

Kevin
Okay. Now I think it’s my last question. Is there a possible scenario where you can name a tier one transceiver maker collaboration partner, whatever, sometime in 2024 before the 4x200 PIC chip is complete? At what stage, basically, can you reveal a serious player who was considering committing to this technology?

Michael Lebby
Our methodology is really simple. It’s got to make good business sense from both sides. I think you’ve asked this question to me last year or the year before, who’s your foundry, who’s your foundry, who’s your foundry, right? We didn’t name any foundries. We just named a foundry because it made good business sense for that particular foundry and it made good business sense for us. We will do the same, apply the same methodology for any partner, whether it’s a package partner, a transceiver partner, or even another foundry. I think that’s the way we want to look at that, and if we see good business and they see good business, good opportunity for both, then yes, we’ll put out a press release, but I’m not going to give any guidance because I think it’s premature right now.


So GUESS WHAT, if Lebby was going NOT give information on unnamed (NDA) Transceiver partners who are the ones working with the 4x200 PIC chip, then Lebby is certainly NOT going to put out any news releases on the 4x200 PIC chips that LWLG is supplying them in their QUALIFICATIONS!!!
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tedpeele tedpeele 1 hora hace
Any buyout will be a WTF-went-wrong moment for the dreamers, IMO.

Repeat to counter X's nonsense: Without a viable product for mass production - how much does anyone want to risk on the patents and the unproven aspects of the technology? All indications are - not much...as they couldn't even get a single company to agree to make a prototype product! LET THAT SINK IN, Mr "I bought puts in March and never sold them but watch out for the shorts!"
The reality is this will be a long boring year most likely.

Good luck pumping X. I hate to see more money lost - $800 FREAKIN MILLION lost because of phonies like you. This is just too boring. See ya later..

..
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x993231 x993231 1 hora hace
You guys are something else, Yves has a 1 year contract, his options vest in 6 months. There are strategic reasons for that.

Yves makes $420k a year, very reasonable, Yves financial compensation will be rewarded by his shares and a bonus on closing each deal. Honestly (now) knowing that he set about visiting customers when he was only on the board a month or two tells me that he enjoys the hunt, the challenge, the connections etc. that is his life.

For the record Lightwave never had someone with a background of doing deals like Yves.

Lebby was good at doing public dog and pony shows, patents etc. But he just could not get us across the line.

X
👍️ 7
prototype_101 prototype_101 2 horas hace
Jeunke said, Lightwave 170% up in the last 5 years. Not bad.
https://stocks.apple.com/symbol/LWLG

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175722902

Yup, and let's NOT forget LWLG had ZERO Shorts back then, today there are 20 MILLION Shorts that need to Cover!!

talk to me about the PPS after Yves starts inking deals and send Shorts scrambling for Cover!

oh, and 14,000 shares traded in first 30 minutes today, Longs ain't selling!!!

5 year VWAP is $6.94, fair value is minimum $1 Billion, that's in $8's

20 MILLION Shorts NEED to cover before Yves inks the deals!!

new highs coming soon!!
👍️ 4 💯 3
tedpeele tedpeele 2 horas hace
Scope, the liar: The other boards TP visited during his hiatus told him to F off…
Totally made up. Pathetic.

As to patting myself on the back - you are right - it has been REALLY EASY to predict the mishaps and failure to execute here.

It was REALLY EASY to see it was going to fall back dramatically from $10 a share that greeted me in the summer of 2022..

And yet you and the other chump pumps were going at it on a daily basis here.

Sad how many were duped by you guys -- $800 million LOST because they trusted the false narratives which you spread.

This isn't just a matter of "the tech takes time". That's a reasonable hypothesis but it doesn't negate the INTENTIONAL DECEPTION that has identified this company and plagued shareholders for the last 15 years, thanks to the master con at the top..I've given dozens and dozens of examples of intentional deception, but it has fallen on deaf ears -- often because of people like you who grossly distort my message, and others who were tricked into putting me on ignore. They ignored the best information available to them on this board!
..



..
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x993231 x993231 2 horas hace
I know, folks that bought at $15 have higher expectations than those in at 25 cents. I cannot put a number on this, as info LWLG is a Neveda corporation and as such the Board of Directors will make that call for us, they are very experienced. They may put the vote out to us but it would be none binding.

I'd be happy for some cash and/or stock in 1, 2, 3 ventures.

X, I'm just pointing out that we now have a deal maker, we originally hired Lebby to get us on the map, check that box, Zelibor was hired because he is respected and to combine the labs, Check that box, Yves appears to be the M & A Cat. One thing is for certain no matter what the terms of the deal(s) are someone won't be happy and think they know better.
👍 9
x993231 x993231 2 horas hace
What was it that Smokin hot Pam Bondi said?

I'm not doing your homework, I point to the rabbit holes if you want to go down through all the history please have at it.

X Time to watch the trading, all that is going on now is trading, up, down, round and round, folks that do not get it do not get it.

Nuts, hot, nuts get them from the peanut man.
👍️ 2
AES3 AES3 2 horas hace
X, Yves clearly is known for quick takeovers  but what does this possibly mean for the price he sells the company for? I don't know the premiums shareholders got in its previous transactions, but the fast execution can maybe lower the price LWLG is sold for, so he can go on to another company he tries to sell. I don't say i wouldn't accept a takeover bid and am not greedy, but we don't need to accept just any offer he negotiated. I would like know your view on this.
AES
👍️ 3
x993231 x993231 2 horas hace
Thanks for asking about Yves employment history Pumpkin.

If you ask me, that was an hour well spent, coffee cup is empty.

X
👍️ 2
Scope08 Scope08 2 horas hace
I’d imagine the BOD considers the previous six months, and the upcoming six months as a critical time span. The last six were devoted to confirming the need and urgency for new blood and acting on that decision. My belief is that they are doubling down on their efforts to progress forward this 1H of 2025.

Funny to see Tedpeele patting himself on the back. Don’t forget, being a naysayer in this space is very easy….until it isn’t.
The other boards TP visited during his hiatus told him to F off…
👍️ 3
x993231 x993231 2 horas hace
VP & General Manager Alcatel 1994 - 2001

Held various roles including GM for Data Products and Director of Product Line Management for the joint venture between Sprint and Alcatel.

Looks to me like this is where he learned the game?


X As info Yves was born in 1969 he is only 55, plenty of piss and vinegar left in the tank.

Like Lebby said, Yves has much bigger rolodex than he had.

Oh for the Young cats a rolodex back in the day is like the contacts list in your cell phone. But we would put notes on the cards that spun around and would sit on our desk.
👍️ 5 💯 2
x993231 x993231 2 horas hace
CEO of Lightconnect, you guessed it

Lightconnect was acquired by NeoPhotonics

X

Getting tired of pointing out all of the M&A's that Yves LeMatre has been through.
👍️ 3 💯 1
prototype_101 prototype_101 2 horas hace
LWLG won the Optical Integration award at ECOC for what? the OFC 200gb Modulator with World record performance metrics? Yes, but also more likely for the overall work LWLG has been doing to successfully Integrate their Polymers onto Silicon Photonics

We never got the PECC presentation, but Kevin said Atikem talked about late-stage Transceiver prototyping things like RF designs, reflow consideration, reference design

And Lebby was working with largest Transceiver makers on 3 continents, this is a FACT

But in 9 months from OFC to end of 2024 nobody could slap 4 of the 200gbs together either on a generic 4x200 PIC at LWLG, or in custom configuration with lasers etc at/for any of the Tier 1's under NDA? HIGHLY doubtful this was the case!!

Was ASM slide 29 in error? also HIGHLY doubtful!! It clearly showed the 4x200 PIC "In Qualifications" (color coded), and the 4x200 chip was clearly seen on the 200mm wafer in May ASM Lab Tours, there could have even been another Run or two on 200mm Wafers before ECOC, so were these ALL failures of a generic 4x200 PIC? also HIGHLY doubtful this was the case!!

And with an estimated one Wafer being received every two weeks in CO, there could have been many wafer runs to iron out any problems with a generic 4x200 PIC, but I strongly suspect Lebby ditched the generic version in favor of working on custom versions under NDAs with these Tier 1s on 3 continents, and that is the reason we get silence when asking about the 4x200 PIC because all of those developments were under NDA!! HIGHLY likely this was the case!!

So NDA's were mandatorily withholding information from Shareholders on the progress of custom 4x200 PIC Designs from these Tier 1s on 3 continents being worked on by LWLG, these custom designs of 4x200 PICS would include Lasers, etc,, but after 9 months of ongoing engagements with these Tier 1's none of them were willing to close the deals with Lebby (who likely was demanding too much!!), putting the squeeze on little LWLG to commit to their onerous terms!!

So this new "Go to Market" strategy was designed to generate some quick deals and give LWLG better negotiation power with those Tier 1s!!

Lebby ditched the smaller deals that the Dec 2023 letter pointed to closing in 2024 in favor of dancing and romancing only the Tier 1's, Lebby was quoted as saying "What would you rather prefer? One big volume agreement with a Tier 1 or 10 smaller ones?", and so Lebby got a few in to deepening relationships developing their custom 4x200 PIC's, but they stiffed him when it came to the marriage!! And Lebby wanted to keep dancing with them into 2025, but the BOD said NO WAY!!

And so that brings us to today with there now being a seismic shift in BUSINESS STRATEGY, the LWLG Polymer technology remains TONS THE BEST and will become ubiquitous in 3-5 years vindicating Lebby's claim all along, this was Lebby's final message regarding Polymers (in general) AFTER his abrupt departure

Thank you for being a supporter and I wish you and the shareholder team the best going forward. I truly believe EO polymers are going to be ubiquitous and of course they are exciting! Michael

Lastly, remember how many times investors were told LWLG's technology had "Ease of Integration!" just like dropping in the V8 where there was 4 cylinder!! This is why the Industry Insiders voted LWLG over the other finalists in BOTH of the last two years!!!

The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.

The 4x200 PIC most certainly was NOT a technical failure like teddybear and all the rest of the MANY Shorts here want the Longs to believe!!, NO WAY!!!
👍️ 3 💯 1
x993231 x993231 2 horas hace
CMO VP/GM Components Business Avanex May 2005 to December 2007

Oh check this out he moved to Bookham January 2008.

Avanex merged with Bookham and was renamed Oclaro

He rose through the ranks to become Oclaro's Chief strategy officer yup acquired by Lumentum, then he became Lumentum's Chief Strategy Officer



X

Oh I scratched my head as to what a CMO is, it is a Chief Marketing Officer, a senior executive responsible for overseeing all marketing activities within a company, including developing and executing marketing strategies, managing the marketing team, and driving revenue growth through brand management, market research, advertising, and customer engagement, ultimately aiming to increase sales and promote brand recognition.


Let me find out where he cut his teeth how did he learn this game.
👍️ 2
tedpeele tedpeele 2 horas hace
X is pushing a buyout on a boring stock - trying to make it exciting.

Good luck with that. $1-4 range this year more likely and any buyout will be a WTF moment.

The tea leaves were all laid out for people on January 9th.

..
👍️0
x993231 x993231 2 horas hace
Funny I asked myself that question because he became the Chief Strategy Officer Chief Strategy Officer at Lumentum, looks like he hung around for 10 months then was "unemployed" for 2 entire months when he became the president of Rio Laser and yup that was acquired by Luna in 1 year.

What does Lumentum do?

"Lumentum is a company that manufactures optical and photonic products, including lasers and components for data centers and telecommunications networks. Their products are used in a variety of industries, including manufacturing, automotive, and data centers."

How much is Lumentum worth? 5 Billion!

X Let me see if I can find another example of his M & A experience.
👍️ 2
Lurker3 Lurker3 2 horas hace
sprinklers

Didnt know that sprinklers could prevent a collision
👍️0
tedpeele tedpeele 2 horas hace
You really hate it when I make excellent points.

Fact is: Lightwave is totally different than anything Yves has ever encountered before: Lightwave doesn't even have a viable product and the industry is quite averse to the unpredictable nature of polymers.

So obvious you are one scared puppy - that's why you respond with personal attacks and don't have the integrity to address actual logical reasoning with anything other than your usual dreamy hopes.

Or you're just really dumb - you and your belgium buddies.
👍️0
DA88 DA88 2 horas hace
Without a doubt he's a closer. My question is how far along in their product maturity cycles were these companies when compared to us? Were they pre-revenue? He can only connect the dots to ensure we have the best chance of commercialization. Like you accurately mentioned earlier, it seems that some of the T1's were interested in enagaging with us on terms that have yet to be defined. Lebby didnt appear to be willing to collaborate or negotiate with them to close the deal. Theoretically we should just be finishing paperwork and executing agreements if Yves willingness to comply to their terms was agreed upon in his meeting prior to assuming the CEO title.

If LWLG is acquired before successful PIC development we will be selling at a fraction of what we would if we had a viable product. It would be nice if we were given guidance regarding the agreed upon series of Perk being pushed and their exact state of readiness with disclosure on remaining items.
👍️ 3
x993231 x993231 2 horas hace
Chief Strategy Officer OCLARO From Feb 2018 to December of 2018 why was he only there for 11 Months?

Because it was acquired by Lumentum for 1.8 Billion in cash and stock

What did Oclaro do? They were a leader in optical components and modules for the long-haul, metro, and data center markets.

X I wonder where he went after that?
👍 4
LWLG-Netherlands LWLG-Netherlands 2 horas hace
Teddy, Yves had a proven trackrecord. Your opinion is worth nothing/zero/belony. Yves will bring it home and you know jackshit. Stay in your basement and shut up
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tedpeele tedpeele 3 horas hace
You're putting all your hopes on Yves just like you put all your hopes on ML.

Thing is, Yves can't set the price he wants or that you want.

Despite his history and a positive reputation for making deals - he's restricted to whatever someone else is willing to give.

Without a viable product for mass production - how much does anyone want to risk on the patents and the unproven aspects of the technology? All indications are - not much...as they couldn't even get a single company to agree to make a prototype product! LET THAT SINK IN, Mr "I bought puts in March and never sold them but watch out for the shorts!".

Yves may be less willing to risk his reputation than Dr Lebby was:

6 months may well be the most Marcelli could get him to agree to and Yves may have told Marcelli told him he'd do his best but wasn't willing to push a non-proven technology year after year like Dr Lebby was.

..
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x993231 x993231 3 horas hace
Yves Lemantre President of RIO Lasers December 2019 to December 2020 you know why?

Because it was acquired by Luna Inovations, (that took him 1 year)

He stuck around Luna for a year as Senior VP North American Operations

What does Luna do? Luna Innovations is a company that develops and manufactures fiber optic and terahertz-based technology products.

X
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x993231 x993231 3 horas hace
Yves became unemployed after being the Head of Optical Coherent Business you know why?

"Because it was acquired by Lumentum."

That took him 9 months in 2022.

X
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x993231 x993231 3 horas hace
Well looks like you were wrong again about his employment history.

I asked X AI and this what I said:
"Thanks for asking X, nice hair, you need to loose a little weight, now for who was employing Yves LeMaitre before accepting the CEO slot at Lightwave logic after only being on Lightwave Logics board for a few short months. Yves was in fact and still is under contract with TRUMPH Photonics and Samina, both very relevant to Lightwave Logics business future.

Following are the dates.

Dec 2021 to present independent advisor to Trumpf Photonic Components
LWLG Verticals at Lightwave - biometrics and sensor technology
“Lasers are everywhere, used for proximity sensing, face recognition, shape sensing, LIDAR, this is just the beginning of further applications for lasers to sense our environment, humans want to feel safe and in control of their surroundings, lasers offer that sense of safety and security.”

Currently under a strategic board advisor contract with Samina, you know what they do?
Contract January 2023 to present Sanmina Advanced Microsystems Technologies (AMT)
Industries served there are
Vertical at LWLG - Medical
Vertical at LWLG - Communication networks
Vertical at LWLG - Defense and aerospace
Vertical at LWLG - Industrial
Vertical at LWLG - Computing and Storage
Vertical at LWLG - Multimedia
Vertical at LWLG - Automotive

Independent Advisor / Strategic Consulting
Dec 2021 to Present
Advisory & Consulting Services · Contract Advisory & Consulting Services · Contract
Dec 2021 - Present · 3 yrs 2 mos

What is he advising there "Providing strategy, marketing, sales and technology advisory services in the field of photonics. Specializing in the markets of optical communications, automotive, aerospace and defense, consumer electronics, life sciences and materials processing."

So Punkin totally whiffed it on the unemployed statement (means you completely missed an opportunity or failed to do something you were trying to do)

X, Now let me ask X about and Mergers and Acquisitions that Yvves LeMatre has headed up.
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x993231 x993231 3 horas hace
Thanks for the idea, after breakfast I'll go back and look at Yves employment history and do a post with comments here.

X. I wonder if the back of napkin was just reviewed by others, for thoughts and approval.
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tkg tkg 5 horas hace
It is absolutely unimaginable to me that with the advanced pre collision technology available today that this tragic air accident in DC could have taken place. Sensors, bells, lights, vibrating yokes, sprinklers for God's sake should have been triggered thousands of feet before this event occurred, giving pilots ample time to correct course. Maybe these were older and outdated units not equipped with the tech I'm referencing here? If so, similar units should be immediately grounded until updates are completed. Imagine a Black Hawk helicopter designed to survive mid air battles not equipped with collision avoidance systems, hard to believe. This is unacceptable in today's age. My car alerts me when an old lady is walking down the road a quarter mile away when backing out of my driveway for God's sake!! Lidar, a potential vertical for LWLG technology, combined with AI, could have been part of the solution to this type of problem. These types of accidents will become a thing of the past IMO. Malicious intent, foul play will always be a factor that will be difficult to combat.

"the switching of light at very fast speeds..."

What is the speed of light in LiDAR?
The speed of light is a constant and well-known value, and is approximately 299,792,458 meters per second in a vacuum. The time measurement obtained from the LiDAR sensor is used as the time in the formula, and the distance to the object is calculated.

Real world example based on silicon photonic technology...ubiquity is coming!

“Anywhere there is a camera today is going to be displaced by LiDAR or supplement cameras in the future.” Patrick Blattner, CEO of
@LabIndoor

Watch the CEOs of The Indoor Lab and Aeva discuss how LiDAR is making spaces safer and more secure at #CES2025: https://bit.ly/42xbIZM

Built on Aeva's proprietary silicon photonics technology, CoreVision replaces complex optical fiber components with silicon photonics, ensuring quality and enabling mass production at affordable costs. Jan 7, 2025
https://www.aeva.com
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Stanny belgium Stanny belgium 5 horas hace
Don't make me laugh Paul🤣. Didn't see a single substantive post, only attacked those who really know the tech. You talk about desperate longs, I have the feeling that you have already passed that phase and are completely distraught. Good luck short !!
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jeunke22 jeunke22 9 horas hace
Just to prove that we need more low latency, bandwidth and speed …. This is the answer to a simple question:
“ Sorry, DeepSeek search service is busy. Please disable search or try again later.”
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RuudSaltis RuudSaltis 9 horas hace
That’s why he needs only 6 months….! He has a razer sharp plan. It’s amazing how he communicates also one on one with shareholders…
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jeunke22 jeunke22 11 horas hace
Here is an interesting article on Apple and GAI confirming your opinion. The market for speed bandwidth, low latency and small form factor of optical engines over fiber connections will take another leap forward.
https://www.techradar.com/pro/apple-is-the-biggest-winner-of-deepseeks-new-ai-breakthrough
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The Great Pumpkin The Great Pumpkin 12 horas hace
Like hell he would. Push the wounded ML out and reap the benefits of being the CEO of a publicly traded NASDAQ company. Lots of grift to be made going from unemployed to CEO. Hundreds of thousands in salary and options and all of the other perks that come with the job.

Sucker!

#acam
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mattymatt66 mattymatt66 14 horas hace
No sarcasm, I am serious, makes sense.  
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mattymatt66 mattymatt66 14 horas hace
This is a very interesting post X. Enlightening.  Thanks.  
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pochemunyet pochemunyet 15 horas hace
I've been buying too, just because I hate kicking myself later for misreading the tea leaves.
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Dead On Arrival Dead On Arrival 17 horas hace
Good post. I agree with you.
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x993231 x993231 18 horas hace
Yves told us that he visited companies as a board member for a reason.  That was a calculated statement.  If the companies said they were not interested he would not have orchestrated this change.  Does that make sense?  If not, I can not help you.  Reread what I wrote.  Yves is not going to try and do deals if the companies said that they were not interested.

X. Put yourself in Yves position.  Period and full stop.  Yves said that he is not going to do dog and pony shows, he is a DEAL guy.  Again look at his history.
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Mr Stock pick Mr Stock pick 18 horas hace
Been very busy so sorry if what I’m going to say is redundant but the fight between deep seek , chat GPT and other Ai is not our fight. If anything we gain from the competition between them as with increased Ai use and adoption we will have more internet traffic and need for more speed and power. If anything all these new Ai companies will make Ai use ubiquitous driving more heavy internet traffic which will increase the need for our polymers.
Anyone who sold when NVDA dropped and deep seek was announced has no clue what they are holding here and how it’s used in the ecosystem

Best

SRL
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x993231 x993231 19 horas hace
It tells me that Lebby could not sign a deal, the board saw that, Lebby is gone and a deal maker that just joined the board in August, so they hired Yeves as a director on the board to analyze why, he took his rolodex, personally visited customers only as a curious board member to find out why Lebby did not execute deals from the customers take.  Then the board moved to remove Lebby and put a deal maker in place. Yves is now the CEO.

Sounds pretty logical to me and he has 6 month options, typically Yves the 'new CEO' executes deals in 6 months. Hmmmm.

Stay tuned folks, I'm buying, the change is real and happening.  Lebby was good, but his talents did lend him to cutting deals.

X.  I'd love to have the napkins Yves wrote on today.  He does not play around, shit or get off the pot kind of guy, just look at his history! Mark my words, this is just another feather in his hat.

X
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Kentucky123 Kentucky123 19 horas hace
Look at the chart.
https://schrts.co/mcsGktpM
Weekly
https://schrts.co/cXRAinvY
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Reanimator Reanimator 19 horas hace
In the fact that LWLG declared itself "a fully commercial company" that is "100% focused on signing deals" nearly 2 years ago and hasn't signed a single deal.

What does that tell you?

How about the fact that LWLG has repeatedly refused to say unambiguously that it has technology ready to go, instead using coy language like "we're seeing very good results" or "we're definitely getting there" or "we're seeing a lot of interest from customers."

What does that tell you?

In your heart of hearts, I think you already know what it says loud and clear.
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redspinelpinktopaz redspinelpinktopaz 19 horas hace
Where can I find that the technology doesn't have "all the bugs worked out"?
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LOVELWLG LOVELWLG 19 horas hace
Originally was multiple Teir 1 deals by end of December. Not one was signed. X been talking about a buy out for years now.
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Reanimator Reanimator 19 horas hace
Not really. Take technology that doesn't have all the bugs worked out to the degree that customers require, and combine it with a management team that is laughably inept.

Throw in a BOD that is happy to look the other way and cash its paychecks as the rudderless ship goes astray.

There you have your answer to the so called mystery.
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jd757 jd757 20 horas hace
Apparently another nothing burger from this POS
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redspinelpinktopaz redspinelpinktopaz 20 horas hace
It is a mystery, why something that is so needed, everywhere, can't be sold.
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DanM51 DanM51 21 horas hace
Let's see. We've got Proto saying multiple Tier 1 deals will be signed before the ASM and "new highs coming soon". We've got X practically saying a buyout will happen by around that time. Please hold them to their words (for once).
P..S. Proto, when did you start saying to rebuy again? When it fell to $15?, $10, $5? $3?....because your nonstop posts made it seem like "always" was the time to rebuy!
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