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Lightwave Logic

6.491 Posts
Pagina: «« 1 ... 21 22 23 24 25 ... 325 »» | Laatste | Omlaag ↓
  1. [verwijderd] 29 juli 2021 10:09
    Oh geniet ervan, Yoghi! Waar zit je, als ik dat mag vragen tenminste. ;)
    Hopelijk heb je mooi weer!

    Ik heb wat aandelen verkocht begin deze week, die ik er echt maar voor de korte termijn had ingestoken, voor klein beetje winst. De rest laat ik zeker staan.

    PS dus de nieuwe fabriek van GF (fab8) is al gebouwd bedoel je?

    Groetjes
  2. [verwijderd] 29 juli 2021 15:38
    Ps congres "Optical Communications" in september in Bordeaux met oa LWLG.

    newsfilter.io/a/ff45caaa35e69bfd36e9e...

    Benieuwd hoe VS en Europa al dan niet de krachten zullen bundelen ivm het chipstekort.

    Ik las laatst iets over Imec in dit verband, en ook de neutraliteit die van hen verwacht werd inzake China vs VS hierin.
  3. Yoghi 30 juli 2021 12:34
    quote:

    Gossie schreef op 29 juli 2021 10:09:

    Oh geniet ervan, Yoghi! Waar zit je, als ik dat mag vragen tenminste. ;)
    Hopelijk heb je mooi weer!

    Ik heb wat aandelen verkocht begin deze week, die ik er echt maar voor de korte termijn had ingestoken, voor klein beetje winst. De rest laat ik zeker staan.

    PS dus de nieuwe fabriek van GF (fab8) is al gebouwd bedoel je?

    Groetjes
    Thx! Sta aan een prachtig meer in Savoie en het weer is als het huidige beursklimaat: lekker zonnig… :-)

    Ja, fab8 wordt als het ware ‘verdubbeld’. Dus niet een compleet nieuwe faciliteit, maar een uitbreiding/expansie. Daar heeft GF met veel bombarie de aandacht op gevestigd en in mijn optiek doe je dat niet als de eerste steen nog gelegd moet worden… ;-)
  4. Yoghi 30 juli 2021 12:50
    quote:

    Gossie schreef op 29 juli 2021 15:38:

    Ps congres "Optical Communications" in september in Bordeaux met oa LWLG.

    newsfilter.io/a/ff45caaa35e69bfd36e9e...

    Benieuwd hoe VS en Europa al dan niet de krachten zullen bundelen ivm het chipstekort.

    Ik las laatst iets over Imec in dit verband, en ook de neutraliteit die van hen verwacht werd inzake China vs VS hierin.
    Lebby blijft de industrie inderdaad overtuigen van de noodzaak tot (silicon) photonics en wordt daarin steeds meer als gezaghebbende autoriteit gezien. Zo blijft hij (nog los van alle NDA’s) ook bouwen aan een ijzersterke reputatie voor LWLG als een betrouwbare partner met een revolutionair product. Ik verwacht dat we nog voor het einde van het jaar worden verrast met explosief nieuws… Spannende tijden! :-)
  5. Yoghi 30 juli 2021 13:05
    Hieronder 3 posts van jeunke22 (NL poster op ihub) die te mooi/raak zijn om niet te delen:

    (1) There are no top 10 global foundries. TSMC’s market share across all nodes is is 55 percent versus 17 percent for Samsung in 2020 ( Data Trendforce). Samsung serves largely its in house business. That’s 72% for top 2. Global Foundries has 7%. That makes around 80%. The other smaller 20% foundries hardly deserve the qualification “global” or “worldwide”. In fact they may hold on to a niche, but can’t compete on scale or have the financial capacity to fund future product- or process investments in the $ 100’s of millions. Even Intel needs government assistance of billons in the USA and Europe to play catch up in the foundry business. Samsung believes it’s nanosheet all gate 3 nanometer chip design is the last transistor chip (planned for 2023/2025) .Intel works on hybrids and new packaging, but needs other companies business to warrant investments in new foundries. Lightwave’s reference to ‘ global foundries’ is therefore not a coincidence. LWLG always told us that the US was first.

    (2) I just want to stress Lebby´s latest statements and put them in perspective of the "global foundries" statement ( three global foundries) and the impact this may have on all chip design industry participant companies which completely depend on ( largerly Asian) foundry contract manufacturing cooperation.

    Whether AMD, Amazon, NVIDIA, Intel, IBM or any other semiconductor chip design company or end users like Google or Facebook.....they all have their chip designs manufactured at one of the three biggest global foundries. Of course there are a few others, but the 80% bulk comes from just three, where Samsung mainly supports and manufacturers for itself.

    From the latest PR. Lebby will present to an audience of industry experts and industry participants.

    These are folks across hundreds of start ups across the photonic industry, not boardroom members.This is Lebby's "last act" in a long and dramatic awareness drive, the last and final presentation to this diverse audience, which started in earnest already a few years ago. This the last stone in the pond or the proverbial " kill a chicken to scare the monkeys" act.

    `...implementation of electro-optic polymer modular platforms into foundry PDKs (process development kits) for mass production with global foundries'

    If LWLG designs can be implemented an produced in 'global foundries' and customers from all sectors of the data communication industry can make use of these designs, this will truly revolutionize the internet.

    Next BOLD statement.

    `We believe that our polymer-based silicon photonic modulators can double the speed of existing devices while using less power, which is revolutionary and could forever transform internet infrastructure”

    I cannot think of any more 'scary' statements to this audience. Lightwave goes directly to the last most important step in the supply chain where no Tier 1 design company has control over its destiny. Freedom of manufacturing with mass production (scale not niche) and commercialization.
    Of course the critical folks will say ' show us the money'. I firmly believe we will know that before this conference.

    (3) For those folks which like a bit of philosophy." Never swim against the tide". As dutch kids we were told by our parents. It costs a tremendous amount of energy and you will probably drown in the end anyway.
    Intel's strategy to swim against the tide with the announcement to try to play catch up by 2025 with the creation of its own foundry business is no doubt very bold. It will suck up lots of organizational energy, tax payers money, share holder dollars and carries huge risk. Some would say, and count me amongst them , it is a strategic mistake of historical proportions.
    The strategic focus should clearly be on holding hands, catch a possible passing log and go with the flow. It costs less energy, chances of surviving greatly increase and in fact you may leave the water feeling relieved and re energized. You made it!
    Now I hope that our Intel top engineer and now CEO Pat Gelsinger has a plan B ( maybe it is the secret plan A). Buying US located Global Foundries and catching the passing log LWLG could be just such a plan. In fact it would cost less energy, propel Intel in the foundry business and into the forefront of the photonics business. Pity I am not the CEO of Intel.
  6. wakeman 30 juli 2021 16:59
    Om de week verder met goed nieuws af te sluiten. Kunnen we gebruiken bij deze negatieve koersevolutie.

    Lightwave Logic Invited to Present at 2021 European Conference on Optical Communications



    CEO Dr. Michael Lebby to Participate in World-Leading Market Focus Session on Integrated and Silicon Photonics, Further Broadening Company Awareness Amongst Tier-1 Industry Attendees



    ENGLEWOOD, Colo., July 29, 2021 -- Lightwave Logic, Inc. (OTCQX: LWLG), a technology platform company leveraging its proprietary electro-optic polymers to transmit data at higher speeds with less power, today announced that it has been invited to present as part of the 2021 European Conference on Optical Communications (ECOC), which will be held September 13-15th, 2021 in Bordeaux, France.



    CEO Dr. Michael Lebby, Chairman of the ECOC Market Focus Committee, will participate in the Market Focus Session, which will include his presentation on Lightwave’s implementation of electro-optic polymer modular platforms into foundry PDKs (process development kits) for mass production with global foundries, to an audience of industry experts and other industry participants. In addition, Dr. Lebby will discuss the potential impact of the company’s recently issued patents, and improvements and polymer stability and reliability which are expected to improve internet speeds and reduce power usage.



    “We believe that our polymer-based silicon photonic modulators can double the speed of existing devices while using less power, which is revolutionary and could forever transform internet infrastructure,” said Dr. Michael Lebby, Chief Executive Officer of Lightwave Logic. “We are well positioned to scale and enable increased internet traffic, providing significant value to all internet stakeholders. I look forward to providing a technical update and continuing to position Lightwave as a clear thought leader in this space with one of the hottest topics at this tier-1 industry conference.”
  13. wakeman 4 augustus 2021 09:58
    Vond ik nog interessant onder de vele postings op investorshub :

    Wide Moat Partners recommends the common stock of Lightwave Logic, Inc. (OTCQX: LWLG). Wide
    Moat Partners are focused, long-term investors in businesses with entrepreneurial management and
    sustainable competitive advantages. We believe the common stock of LWLG is materially undervalued
    and should be worth ~10x from current levels and potentially ~100x in its long-run valuation.
    Briefly, with total freedom of manufacturing, LWLG’s patented polymers will drive the future of
    computing. Their technology is designed to transmit data at dramatically higher speeds with far less
    power consumption.
    The following video from May 27, 2021, is a primer on the business. Feel free to skip through the COVID
    update, which fortunately did not have much to note. Annual Shareholders Update Video
    The opportunity exists today because there is extreme demand for increased network capacity at lower
    power. LWLG will reduce network energy costs and enable faster data transmission. Further, they have
    never had meaningful revenue, and to date LWLG has not signed any partnership deals, therefore their
    future is not written in stone. This is why we believe the valuation of LWLG is only ~$700M. However, it
    does not take much imagination to read between the lines of management’s writings and video updates
    and deduce that LWLG is on the precipice of mass commercialization and extraordinary value creation
    for long-term shareholders.
    On page 5 of this linked investor presentation, LWLG management uses widely held market expectations
    to show the Tangible Addressable Market is growing very quickly and by 2025 should be approximately
    $44B. In February of 2020 at the Noble Securities Conference, Jim Marcelli declared that LWLG could
    have one third of this market. Since Marcelli’s prognostication, LWLG has not publicly said what
    percentage of the market it believes it could capture because we believe the projections are large
    enough that people would think they are being dishonest.
    Management and the board of directors of LWLG are another reason we are invested as we believe they
    are of superb quality. CEO, Michael Lebby co-founded Intel’s photonics division in 2000, invested at Intel
    Capital (Intel’s internal VC company), cut his teeth on the first iterations of photonics at Bell Labs, and
    leads photonics industry associations which set roadmaps for the future of the industry. The impressive
    board of directors includes the well-regarded former CTOs of Corning and JDS Uniphase (now
    Lumentum), Dr. Joseph Miller and Dr. Frederick Leonberger, respectively. These people are engineering
    PhD’s and are known throughout their careers to be straight shooters and successful businessmen.
    Further, management and the board are paid in shares/options of LWLG stock, which signals their strong
    belief and support of the company and aligns their interests with ours.
    We believe capturing one third of the market is a bit overzealous, so for the rest of this writing let us
    hyper-conservatively use 3%, which would be $1.3B of revenue. This is only one of their potential
    revenue lines, therefore actual numbers are likely higher.
    CONFIDENTIAL
    LWLG has made it clear they will not use a tremendous amount of capex to build their own foundries
    and instead will most likely partner with multiple large foundries using either licensing deals or
    technology transfers to remain capital light. Basically, LWLG will use Apple’s model of partnering with
    others (for Apple, partners like Foxconn and TSMC) to spin its material onto devices.
    There is a myriad of short- and long-term catalysts and Lebby telegraphs their moves in the videos and
    presentations above. Nearest term is an uplist to Nasdaq which will bring other institutional buyers and
    more stable price discovery. We believe the actual float of shares available for sale is much lower than
    ~105M as at least 60-65% of shareholders we know to be similarly long-term minded and are not selling
    their shares until the story plays out.
    The main catalysts: As evaluation is underway with Tier-1 partners under NDA today, we believe LWLG
    will at some point in the near future (~6-18 months) sign multiple partnerships with foundries and end
    users to integrate LWLG material using current semiconductor architecture. This will be in the form of a
    co-authored press release. Once the first partnership is struck, we believe the other major
    semiconductor companies will have to find an alternative way to increase speed and lower power
    consumption; otherwise, competitively will be forced to partner with LWLG. This in our opinion could
    lead to large-scale adoption of the LWLG material perpetuating the value creation flywheel for
    shareholders.
    The key risk to the business is another technology leapfrogging them and LWLG’s patents being sold as
    an expensive science experiment. Yet, as Lebby points out 15 minutes into the video linked above, the
    competition today cannot compete in the combination of speed, size, power, and stability – the four
    pillars of semiconductor success. For that reason, we believe we are buying a business in an industry
    with extraordinary barriers to entry at a price near its liquidation value.
    Due to their capital light business model, we believe LWLG will keep expenses relatively low and profit
    margins quite high for a long period of time. The unique nature of their material and dynamics of the
    semiconductor market will create what Warren Buffett (we recognize this is out of his strike zone, but it
    is not out of ours) likes to call a wide moat around their business for the foreseeable future, allowing the
    company to earn very high rates of return on its invested capital.
    The math of this business is incredibly simple due to a pristine balance sheet and capital structure. They
    have no debt and one class of common stock.
    Assuming a 40% profit margin (which we believe to be conservative), earnings on $1.3B of revenue
    would be $500M in 2025. Employing a conservative earnings multiple, we can think about the valuation
    of this business – using a 20 P/E on that level of earnings yields a $10B market valuation. Since there are
    approximately 105M shares outstanding, this leads to a price of about $95, more than 10x where the
    business trades today. All of these numbers are very rough estimates, nonetheless, if LWLG captures any
    of the market, our patience will be rewarded.
    We look forward to a world Powered by Lightwave Logic.
    /s/ WIDE MOAT
  20. Blessed123 11 augustus 2021 18:31
    De verkopen gaan met meer dan gemiddeld volume. Er is een NL gezegde: waar rook is, is vuur ??.. De huidige prijs is inderdaad best aan de hoge kant voor een investering waarvan het hoge potentieel nog maar moet blijken. Tot zo ver ben ik het met de schrijver van het artikel eens. Met dat in mijn achterhoofd heb ik veiligheidshalve m’n aankoopwaarde verzilverd zodat de rest pure winst is. Soms moet je gewoon niet het onderste uit de kan willen hebben. Het restant na verkoop is meer dan voldoende om straks een blinkende goudvink te zijn mocht het aandeel naar $50-100 te stijgen.
6.491 Posts
Pagina: «« 1 ... 21 22 23 24 25 ... 325 »» | Laatste |Omhoog ↑

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