DanM51
18 hours ago
Your whole theory based on "there's no money to be made anymore" or some big bad wolf is trying to destroy lwlg is silly beyond belief. One sentence you say they're nickel and dimers and the next there funded by some large unnamed entity in a boiler room. Sheesh, pick a conspiracy. Name some names. Who's the large tech company that wants so bad to wipe lwlg out that they go to a 4 year effort on a third rate message board to do so. Do you completely disregard lwlg mngt's manipulation of shareholders for decades? You're acting like the band on the Titanic. And the band played on. Remember to keep a stiff upper lip, and all, lol. "Courage"
P.S. Why is someone trying to count the retail shares, lol? Is it a circle the wagons kind of effort? Seems like a really stupid waste of time, when he could be outside "getting hard".. maybe reading a good book, watching some sports or movies is in order 🤔 🤣
DA88
21 hours ago
There isnt some wild conspiracy to crush LWLG. You're naming a handful of individuals on this board as if they have the ability to strategically coordinate an attack like they are the US military.
Look at the facts... regardless of the negative sentiment here, Lebby failed to deliver, misrepresented progress, didnt repivot commercialization alignment with feedback from the market and ultimately was forceably removed.
Uncertainty and destroyed shareholder confidence is what has taken us here. Assigning fault to users on this board as the primary reason for LWLG's SP plummet is ridiculous. Who cares if people are scared and selling as long as its being bought back up by the believers? That is no longer happening.
I am still cautiously optimistic, it isnt over yet. We're seeing signs of life that polymers are indeed looking like they are going to be the solution, Mark L's change of heart, etc.. Im still holding on, I think we're due for some good news. The finger pointing is just old at this point.
zebra2142
21 hours ago
The fact is that these so-called "shorts" can't really expect to see any decent upside in the value of their portfolios from shorting at this point. Even if they shorted at $10 or $15, they've practically reached their downside buy-to-cover potential. Even options are limited in their ability to make a real "killing" justifying all the nonsense they post here unless they have loads of free $$$ to risk. Maybe they're just a bunch of nickel and dimers, but there are better ways to score big rather than toying with a stock that trades around a dollar at this point. And given the amount of time and attention they pay on this board, they can certainly find better ways to make a living. NO! Their goal is to destroy the company itself, if that’s even possible. They talk about corruption within the company or the ineffectiveness of the company's product or the lack of sales. These are signs that they are promoting the company's demise, not to gain a few measly dollars one way or another. They make a living getting paid by a large organization or organizations (hedge funds, potential competitors or even a corrupt mm or mms who have the ability to trade in mass off the record, or even trade a couple of shares at a time to screw with the bid-ask, in the blink of an eye) dealing from the bottom of the deck covering their fraud in a conspiracy to take this company down and break it up or make it irrelevant by discouraging potential investors. The ultimate goal? Get the company to sell off its intellectual property or eliminate it as a competitor in the market all together. Think about it. These malicious slimeballs and lowlifes have been here for months and in some notable instances for years way past hoping to benefit by shorting. Many of them (pumpkinrot, teddy-the-toot, whooptfascist, reenemaator, polymertoiletpit, braindeadonarrival etc.) post incessantly, every day, all day. No way to make money unless they're sitting in a cyber-boiler room funded by some large unaccountable piece of trash outfit operating in the shadows with the know-how to cover its tracks. I’m sure these sleazoids concentrate on more than one stock at a time, not just LWLG –posting on other boards with different identities but all together at once. It’s an operation. To me, it seems destined to fail. The lower they get the price, the more attractive it becomes.
x993231
22 hours ago
That is not what I'm doing, but as info a few years ago we did get together and removed a board member, more than likely that was before you came of age.
This year I'm not instructing anyone on how to vote or not vote.
I trust the plan, I know that you are a short, good Luck, Happy Easter.
X, I have quite a number so far and it is growing by leaps and bounds. Sorry guys but I cannot do conversations with so many folks, I post what I think on the board daily so I hope that you guys understand.
Keep the share count coming. x993231@yahoo.com
IBB-99
2 days ago
Lightwave Logic, Inc. (NASDAQ:LWLG) Stock Holdings Lifted by Vanguard Group Inc.
Vanguard Group Inc. lifted its stake in shares of Lightwave Logic, Inc. (NASDAQ:LWLG – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,581,221 shares of the company’s stock after acquiring an additional 47,280 shares during the quarter. Vanguard Group Inc. owned 7.83% of Lightwave Logic worth $20,121,000 at the end of the most recent reporting period.
Other hedge funds have also modified their holdings of the company.
LPL Financial LLC boosted its holdings in shares of Lightwave Logic by 8.0% in the fourth quarter. LPL Financial LLC now owns 429,195 shares of the company’s stock worth $901,000 after buying an additional 31,920 shares during the period.
Raymond James Financial Inc. purchased a new stake in shares of Lightwave Logic in the fourth quarter valued at $34,000.
Bank of New York Mellon Corp boosted its position in shares of Lightwave Logic by 21.4% in the fourth quarter. Bank of New York Mellon Corp now owns 424,867 shares of the company’s stock worth $892,000 after buying an additional 74,954 shares during the period.
Walkner Condon Financial Advisors LLC grew its holdings in shares of Lightwave Logic by 25.0% during the fourth quarter. Walkner Condon Financial Advisors LLC now owns 37,945 shares of the company’s stock valued at $80,000 after buying an additional 7,592 shares in the last quarter.
Finally, SG Americas Securities LLC raised its position in Lightwave Logic by 50.0% during the fourth quarter. SG Americas Securities LLC now owns 63,838 shares of the company’s stock valued at $134,000 after buying an additional 21,272 shares during the period.
27.04% of the stock is currently owned by institutional investors and hedge funds.
MarcoPolo4
2 days ago
As shareholders, we want LWLG polymers to be very, very friendly in the manufacturing process. In the March 28 press release announcing completion in automating and finalizing the PDK, they described being able to accomplish all that is needed to integrate polymers during the BEOL process. Here is what was said:
"Lightwave Logic's groundbreaking BEOL process encompasses key steps including EO polymer application, patterning and etching, Atomic Layer Deposition (ALD) encapsulation, EO polymer poling, contact pad opening, chip dicing, and end face creation and polishing. Crucially, the BEOL process is designed for compatibility with existing semiconductor fabrication lines, facilitating seamless integration with silicon photonic device manufacturing flows. This process offers flexibility, applicable at both wafer and chip levels up to the dicing stage."
This allows for tremendous flexibility for foundry manufacture, making the complicated less complicated and automatic, at the foundry level. Other companies can use the BEOL process to apply only to a portion of the wafer, even a small portion. This will allow for comparing chips after manufacture with or without polymers being added. This can offer the perspective to see how much polymers can enhance functioning of prototypes as they are made at the foundry. It seems like a nice selling point if certainty regarding the addition of polymers is being sought. It also allows small deals to be made with emerging companies to integrate polymers into their designs. Anything to get polymers into the functioning market quickly so they can show the benefits over other materials is extremely important. I am not a tech expert but common sense says this is a big deal.
I would imagine patents to protect this achievement will be forthcoming.
redspinelpinktopaz
2 days ago
Why, Not?
The World needs us. Why aren't they using us?
Diminutive in size; triple the speed
But we can't convince tier ones of their need
Taylor made for CMOS, so what is the fuss?
Lebby landed zip, so under the bus
For years, world experts acknowledged our creed
No one would say that we weren't best of breed
And one-tenth power. What's there to discuss?
Big money wants to keep the status quo
Those who don't care about electric bills
Way things are going, should be no surprise
All the verticals mega caps should know
Changing the world would give them a thrill
Letting them handle tier ones, might be wise.
chsmoke
2 days ago
thus far the falling sp, at least these past several months, has been somewhat gradual. pretty steady, but no cratering.
the thing is now that there is only one way to right the ship and set it sailing upwards--and it is something
lwlg has never succeeded in doing, despite many years of proclaiming it was imminent.
on the other hand, there are dozens of scenarios whereby the sp could fall anywhere from 40 to 70% in a flash.
obviously if one believes that commercial success is inevitable, then these times are merely very trying and
in a way will make the turnaround that much sweeter, that much more reason to feel good about one's character
as an investor who stuck by their guns.
a number of posters fall into this category. warning them is a waste of time.
investing is a dicey business period.
good luck stalwarts, I hope you get rewarded...
prototype_101
2 days ago
When Lightwave Logic uses the term "controlled availability" in their news release regarding their Process Design Kit (PDK), it signifies a strategic approach to the distribution of their technology. Here's a breakdown of what that generally implies:
Selective Distribution:
"Controlled availability" suggests that the PDK isn't being released for unrestricted, open access. Instead, it's being provided to a select group of partners, customers, or foundries.
Strategic Partnerships:
This approach often indicates that the company is focusing on establishing key strategic partnerships to ensure the successful implementation and adoption of their technology.
Phased Rollout:
It can also imply a phased rollout, where the technology is initially provided to a limited number of entities for testing, validation, and feedback before wider release.
Quality Control:
By maintaining control over the availability, Lightwave Logic can better manage quality control and ensure that the technology is being used correctly.
Protecting Intellectual Property:
It can also be a way to protect their intellectual property while still allowing for collaboration.
Focused Development:
By limiting distribution, the company can focus their development efforts and support on a smaller, more manageable group.
In the context of Lightwave Logic's news, "controlled availability" likely means they are working closely with specific semiconductor foundries and partners to integrate their electro-optic polymers into silicon photonics. This allows them to:
Ensure the technology is properly implemented.
Gather valuable feedback.
Refine their processes before broader commercialization.
Essentially, it's a measured and strategic approach to bringing their technology to market.
so..."controlled availability" what this means is that LWLG is part of the implementation process, the Customer signs on as Design Win for LWLG and LWLG's team is there to assist the PDK implementation for you ie controlled availability
Back End Of Line (BEOL) process encompasses key steps including EO polymer application, patterning and etching, Atomic Layer Deposition (ALD) encapsulation, EO polymer poling, contact pad opening, chip dicing, and end face creation and polishing. Crucially, the BEOL process is designed for compatibility with existing semiconductor fabrication lines, facilitating seamless integration with silicon photonic device manufacturing flows. This process offers flexibility, applicable at both wafer and chip levels up to the dicing stage.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl144468.pdf
prototype_101
2 days ago
in Yves Safecapital interview investors learned that the Tier 1 Design-In cycle is "typically 18-24 months" start to finish including 4 distinct phases, of which Yves told investors he is already well into Phases 1 & 2 which is where the Customer engagement generally inks the Design-In deal, so let's see what comes of the Yves interactions at OFC 2025 March 31-April 3, also let's keep in mind that the Design-In cycle may well be shortening now with the onslaught of increased data requirements of AI, here from the 2024 ASM
How long does it take to design in for a datacenter customer Tier1?
Given G-AI, design in cycles have shortened that range from 20-50% depending on each customer. Our flexible business model allows us to work with OEMs, CMs, and their relationships with foundries.
Yves Safecapital interview also confirms what I have theorized and been posting here the whole time since the Business Strategy changed!!
Lebby was taking on a Herculean task in-house with a woefully understaffed Devices team trying to meet the demands of CUSTOM 4x200 PIC's (listen to Yves starting at 14 mins) of several of the world's largest Transceiver makers on 3 Continents, and although he had these Devices in Qualifications, they were not completed when the Strategy shift occurred, so presumably those Tier 1's were given a head start over the Partners/Customers targeted "from scratch" some of which may have been Tier 1's that Lebby "put on hold" when he was picking and choosing what he called his "Freindly's after the overwhelming success of LWLG 200Gbs modulators on 200mm Wafers with EXCEEDINGLY HIGH YIELDS!!!!
so who are the new Partners/Customers? read my post here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175964182
Nobody was fired like the Shorts want you to believe, these "Integrated Devices" will now be built by MANY companies who do this kind of thing everyday, it's their business after all!!!
The PkM materials have ZERO issues with Reliability & Stability!!!! The Industry has accepted this now already!!!!
Listen to Yves discuss all of this in this interview!!
worth another LQQk, The foundry ecosystem is ready to produce,.our material is much easier than TFLN
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015
prototype_101
2 days ago
what is key in the r/nvidia announcement this week, lies in the fact, that for the very first time, a leading worldwide conglomerate, along with other partners ($TSMC, $INTC... ) is recognizing the value of photonics in reducing the power use that is constraining the amount of work new #AIFactories can accomplish!
Now, a corollary of this statement, implies that photonics be compatible with CMOS foundries, to meet the volume targets demanded by the industry. The bottlenecks today are not in designing and prototyping (you will see many announcements at OFC25 for #200G/L, even #400G/L ) but in packaging and testing those components at scale (this was the call from Nvidia's Seyedi at Optica PECC conference last November).
Of course, existing base materials, are going to fight like hell to delay when they are kicked out of designs, but the true cost of ownership of the solutions they are introducing is torpedoed by the reliance on various amounts of DSP (Digital Signal Processing: extra power hungry components on the transceivers chips), by the reliance on multiplying the number of lanes (8-lanes, 16-lanes...), which are also incompatible with the power restrictions mentioned above.
The value of $LWLG Perkinamine TM, lies in its core molecular make up:
- It modulates light really fast (holds a world record along with Polariton Plasmonics, into the TeraHerz)
- It saves power to do so: claims up to 90% power saving vs competing solutions
- It is fully compatible with the CMOS chip manufacturing environment: see the PDK portfolio that was achieved in collaboration with the Singapore based Photonic foundry AMF (PR in May'24).
- It is so compact, it saves a lot of real estate on the chip, making room for the designers to pack in more features, if they so desire...
As a start-up, Lightwave Logic had to recently adjust its go-to-market strategy to reach a wider audience, but don't you think Nvidia, along with all the other players in the AI race who recently announced they are launching their proprietary solutions (AMD, Apple, Google, Amazon... along with their various suppliers: Broadcom, Cisco, Marvell, Lumentum, Coherent...) are going to rapidly make use of any solution that gives them an edge? The recent strategy adjustment has a huge benefit: it places the development costs on the competitors in this cutthroat environment.
That's why Yves was brought in, in this commercial race: to make sure that starting in 2025 and 2026, Lightwave Logic gets its fair share of the up to $2.5B serviceable market in which modulators could claim up to 25% of the value at higher speeds!!
Looking forward to what the coming months are going to unveil...
GLTAL
AR.
https://www.reddit.com/r/LWLG/comments/1jfz0yg/jensen_huang_nvidia_silicon_photonics/