Lightwave Logic Inc (LWLG) オプション

The second sentence contradicts the first.

Your premise is highly questionable.

Silicon photonics is maxed out, it had a good run, AI is stressing the entire ecosystem. The demand for this is large enough to justify a consortium type approach.  Wouldn't that be interesting.  The members of the group would pool resources and share ownership, multiple verticals could be addressed and developed simultaneously while legally using Lightwaves patents.

But I still say a big dog will just take us out. 

X

Why are there still individuals here defending Lebby? He lied to you for years.

Michael Lebby Brieifing Jan 28, 2025 "GenusTechnik, EU Projects, Pilot Lines and Innovation Hubs Breakfast."

had not seen this posted previously. No earth shattering revelations really (especially since this was a breakfast talk) but still an interesting 2 minute read.

Perhaps a few items revealing his thoughts in no particular priority:

Patents and IP helps convince customers
Convincing Corporations/banks/VCs/governments/larger lines is a challenge
Getting customers to trust and switch pilot lines... must show credibility and quality.
EU has multiple pilot lines that can scale
Small vs. large advantages and disadvantages of foundries and fab lines are noted
He believes Europe has an advantage over USA/Japan/Asia
Promotes additional access for SMEs, focus on hybrid performance and packaging, creation of more PIC pilot line scale projects to impact other verticals.
He believes pilot lines can help lead the way to greater commercialization

https://epic-photonics.com/wp-content/uploads/2024/08/1-Michael-Lebby-Genustechnik.pdf

Sooo if lebby wanted more pilot line work impacting additional verticals, perhaps the board wanted larger customer/foundries and focusing on 1 specific rather than multiple verticals.

GLTA

NO, NO, NO real legit insider buys (at market with their own money) says it all...these grift scummers have to stick together. They have millions left in the bank from stock selling (dilution soltion) as their target.

Bwahaha, next up, please help! Ignore the fact, the INSIDERS punched shareholders in their face. Ignore, and hope for the next hope.
No justice toward lebby or marcinobodi or the UNadmiral or enabler bocci? Cowardice...oh, no, it's just how one looks at this...half full, right?
Can't wait to see your bar time this year " " poster....shareholder rep, you!

Fair market value is less than .50. Enjoy the ride.

#scam

At $20 you might of told to sell
However not at 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 3 2 for those prices you keep saying hold and no one is sell despite being down for 3 years straight .you kept blaming other
Please stick to facts

I would agree that there is a reasonable outcome of a large chemical company like Dupont making an offer to buy the company. The likelihood of polymers being taken up widely is greater in the hands of a big company. A large and financially strong company can get fair treatment in negotiations with customers as opposed to LWLG that has to withstand directives, changing demands and hardball negotiating as customers know Lightwave's financials are not strong enough to wait for deals to happen especially with a sinking share price.

Large companies will buyout small companies and not worry about having immediate revenues as long as they know the future is bright as far as the technology is concerned. A chemical company would be seen as a neutral entity and there would be no risk of it competing in PIC manufacture. Waiting too long to get into development using polymers could be problematic for some companies as a large chemical company has the ability to meet sudden demand better than a small company like LWLG so that could raise more competitors using polymers first in their PICs.

There is the issue of possibly having to litigate patent infringers in the future as China, South Korea and NLM in the US are making advancements with polymers. License fees will be part of the revenue stream for LWLG or its acquirer. Patent litigation is very lengthy and costly and a large company can better win in those situations.

When Michael Lebby was asked "what company would be likely to buy LWLG" and his answer was "a wealthy one". We took that to mean, they will pay a lot to get the technology. I think the reality is that a large and WELL FUNDED company can handle the issues above better than a lesser one.

IMO, Connelly is up to bat.  It is now a chemicals play as I've always believed it should be.

X

..

Hi Druid,

I really enjoy your posts and enjoy all your technical expertise, and chuckle at your call outs to the posters who claim to pose as technical experts lol. Quick question if you can share, you have the technical skills, and you obviously understand the company well, so based on where we stand right now, management change, a lot of speculation about either we get some deals asap or we end up selling the company. If this is indeed what will transpire what share price would you be happy with (based on a depressed share price) and the fact that we are currently not in the drivers seat. Would $5 to $ 10 dollars be a fair price? Any thoughts would be appreciated. I know a lot speculated $ 30- $ 100 dollars but that seems like a pipe dream at this point. Thanks in advance for any response.

There’s no evidence this is case, however I also bought some yesterday at the bottom.
I’m going to lose a whole bunch of money or hopefully make a nice return.

At this point I’m kind of just looking at it like it’s gone anyway. I don’t think the overwhelming tendency to speculate in alignment with the potential positive outcome has ever proven in our favor. Maybe we’re due for a different outcome.

Marcinobodi (aka, al gore type) TOOK CASH from the coffers...he deserves no quarter.

Pro's 10Million shares traded in a day MAY, unfortunately, come to fruition.

This poster keeps pointing out that it called the high to sell at 20. This poster is no better than the w poster who abuses clients or the x poster who abuses his offspring.

Wow, a dreadful list of followers.

Could it be that Dr. Lebby knows something big is about to happen and wants to be able to sell at a better pps? Not sure in this case but I believe the company has to approve or help in/with the filing/transfer agent and UBS Financial (Lebby's broker). He had opportunity since he left to have filed and sold already at a higher pps. Of course 250k shares is nothing when he has over 122.1 million more, and maybe he just needs to pay a tax bill or something.

Low share price makes it a desirable takeover target..

The reason is because they have nothing to say. Nothing more, nothing less. 

Everything is olde-hat-repetitive. Stop it.

fear & greed game is what cause capitulations, when LWLG hit $20 I told everyone here it had gotten ahead of itself and was clearly a time to sell, and FACT is that I was the ONLY person to do that BTW, back then I used to post routinely that the fair value for Developments and IP to-date was in the range of $5 to $10, and I believe that was correct for that time, currently the 5 year VWAP is around $7 and I believe the minimum fair valuation for Developments and IP to-date is about $8, so the current PPS at $1.32 is as woefully undervalued as it was woefully overvalued at $20 in 2021

Was 2024 such a horrible year of Developments really? come on people, WAKE UP, at OFC in March 2024 LWLG Demo'd the 200Gbs modulator with world class metrics being produced on large 200mm Wafers, this is something the leading TFLN development company Hyperlight has said they will NOT be able to do for at least 3-5 years from now!! This got so much attention from the Tier 1's, adding a couple dozen NDA's, that Lebby was overwhelmed and had to pick and choose the "friendly's" as he called them to work with, and at ECOC the Industry Insiders voted LWLG for the second year in a row as the winner of the Optical Integration Award because Polymers have "Ease of Integration" and investors know that in late 2024 Lebby reported being in "deepening relationships" with some of the largest Transceiver makers on 3 continents!!! And at the ASM in May 2024 investors learned that PkM-6 and the 4x200 PIC were in Qualifications, and just before his departure in a Podcast Lebby proclaimed that the "Failure Mechanisms" Testing (a FINAL HURDLE OF QUALIFICATIONS) had been proving out to show LWLG's materials being "even more robust" than even he, Lebby had anticipated!!!

The current 800Gbs Transceivers are built with 8 individual EML modulators, there is NO REASON that Transceiver makers could not use 4 LWLG Polymer modulators just the same and get better performance metrics!!

Why the strategy shift?

1) LWLG was woefully under staffed for Device Developments of multiple Tier 1's on 3 continents custom PIC's
2) The Tier 1's Transceiver makers would have felt like LWLG was competition in doing device builds which is what these companies do every day
3) Lebby wanted "full value" for LWLG Polymers, he knew what he had in hand and wanted to as he said "leave nothing on the table", Lebby in essence wanted to be the tail wagging the dog

And so in conclusion, you and all the other investors can either listen to teddybear, punkipoo and the rest of the Short clowns spin their tall tales of failure and capitulate your shares now and they will love you for it, or you can believe what Lebby told investors that he needed "a little more time" to meet is long-standing Timeline to Tier 1 Customer Acceptance as 2024 was coming to an end, today we are LESS THAN 2 MONTHS beyond that Timeline that was put in motion as far back as the 2019 ASM and Yves the new CEO has a HUGE reputation in the Industry as a deal maker, and he will most certainly be inking Tier 1 deals here in 2025, the "need" in the Industry has never been greater, AI is rapidly accelerating the processing and transmission of data and the legacy technologies are maxxed out and using extremely high power as these Next-Gen speeds!! LWLG Polymer modulators can be optimized for SINGLE LANE SPEEDS of 1 TERABIT!!

Gemini, when comparing the new materials, Polymers, TFLN and BTO for volume scaling modulators, which is the best and/or easiest solution for Next-gen Networks?

Among the technologies you listed, Polymers are currently showing the most promising path toward volume scaling, particularly when integrated with silicon photonics. Here's why:

Leveraging Existing Infrastructure:
- The key advantage of polymer modulators is their potential to be integrated with existing silicon photonics platforms.
This means they can leverage the established manufacturing infrastructure and expertise of silicon foundries
- This significantly reduces the barriers to large-scale production compared to technologies that require entirely new manufacturing processes.

Progress in Material Stability:
- While polymer stability was a concern in the past, significant advancements have been made in developing more robust and reliable polymer materials.
- Ongoing research and development are further improving their long-term performance.

Compatibility with Silicon Photonics:
- The ability to integrate polymer modulators with silicon photonics platforms is a major advantage for volume scaling.
- This allows for the creation of hybrid devices that combine the best of both technologies.

Lower temperature processing:
- Polymer processing is generally done at lower temperatures than other technologies like TFLN and BTO. This makes them more compatible with back end of line processing in current foundries.

While challenges remain, the combination of material advancements and compatibility with silicon photonics makes polymers a strong contender for volume scaling.


Folks, investors ALREADY KNOW that LWLG can scale volume of its 200gbs Polymer modulators on large 200mm Wafers as proven at OFC which generated ENORMOUS amounts of interest from Tier 1's all around the world, meanwhile the leading TFLN development company Hyperlight told investors it would take at least another 3-5 years for TFLN to be able to scale in volume!!!

Yves will be inking the deals here in 2025!!! guaranteed!!! don't be fooled by the lies and deceptions of the teddybear and all the other scumbag Shorts posting non-stop here with all their pure bullsh!t!!

Buying the drops at this point in the cycle... Big picture points to sale or deals. Yves is now CEO for a reason.

He has to sell them within 90 date. The ASM and Yves own very short option period, before 1 July, are well within that period…. I am convinced there will be a big announcement or a sale of the company before the ASM. Yves is dead quiet and that has a reason!!

Let's watch the look on Yu's face, like the time we had to watch what color socks Lebby was wearing. You can't make this BS up but here it is.
And "the holy grail" that no one seems to want, or maybe they also can't find it because Lebby hid it somewhere LOL

Global Foundries Anthony Yu talking about "new materials" contains the hard truth that Polymers will be the only real choice, start watching the clip around 10 minute market, the first words out of Yu's mouth when he talks of new materials is Optical Polymers!! then Yu goes on to say TFLN with the snarkiest possible look on his face!!! why? because TFLN can't scale in volume, and it has Foundry contamination issues, and it can only be sourced primarily from China, and even worse when he talks about BTO he actually jokes about having to hide that from the management, and that's because of high contamination risks to the Foundry!!!




LWLG Polymers can easily be Integrated in Silicon Photonics Foundries, the supply is virtually unlimited, and US based with LWLG!!!!

ECOC Slide 20 is the ONLY information you need to understand to know LWLG is a incredible buying opportunity!!

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/0d5d1e3e-2052-00d8-bb2f-2b7a2adf0310?origin=1

On the LEFT is a comparison of LWLG's technology to the touted #1 competitive threat TFLN

On the RIGHT is a comparison the other commercial Polymer materials development companies

To make it EASY PEASY for you, BOTH of these supposed BEST competitors pale by comparison!!!!!

LWLG >>>> Fabrication and processing: EASY (foundry compatible) & LOW TEMP (<150°C)

Couple this with this recent Paper with authors from Cisco, Intel, and Arista (Andy B) which points out just how crappy TFLN's position is today in being ready to commercialize!! TFLN is a joke really!!! Even the #1 TFLN Development company recently said it may take 3 or more years from now to be able to scale volume of TFLN modulators!!! here from the Paper

“For monolithic TFLN modulators and PICs, 150 mm wafer is the largest size for product presently. Limited wafer size, large device footprint, relatively high material cost, and thin-film uniformity contribute a large portion of the chip cost. Although the chip fabrication is not overly complex, uniform waveguide formation for ultra-low loss operation is not trivial, which necessitates optimized photolithography, etching technology, and post-fabrication processes. Additionally, long-term DC drift remains a challenge for TFLN. To make these modulators commercially viable and reliable, thermally or electrically phase control is a must.

TFLN modulators heterogeneously integrated with silicon or Si3N4 are still in the R&D stage. Similar to III-V-on-silicon heterogeneous integration, TFLN integration occurs towards the back-end-of-line (BEOL) process and requires specialized processing tools along with stringent cross-contamination controls, especially if large-wafer scale processing is involved. The TFLN transfer step is critical for achieving high yield and optimal device performance.”

https://ieeexplore.ieee.org/abstract/document/10666944/references#references

The PkM material systems have accomplished what Industry has sought after for 40+ years, it is the holy grail of Photonics

IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!!

PkM-5 is for 200Gbs per lane and is already fully optimized and the one where Lebby said the industry is no longer questioning the R&S of LWLG Polymers, and it has a high Tg which enables it to be mass produced in Foundries, there is no other "new material" with better metrics an/or "Ease of Integration" into CMOS Foundries, period full stop, PkM-5 is the material that amazed all of the Tier 1's at OFC March 2024 demos of LWLG's 200Gbs modulator with world class metrics produced on large 200mm Wafers

ECOC Optical Integration Award won back-to-back years 2023 & 2024
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175788732

PkM-6 is for 400Gbs per lane and was shown as "In Qualifications" as of the ASM in May 2024, it is the material system likely most desired by the Tier 1's, in Lebby's recent Podcast he speaks to "Failure Mechanisms" testing which is a final hurdle before Customer Acceptance and reports that the materials are performing "more robust than even he had expected" and so I'm sure PkM-6 by now would be fully optimized and ready for deals with the Tier 1's

Failure Mechanism >>
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175815849

There are 20 million Shorts currently, and most likely a large number of Naked Shorts as well, if you watch the trading carefully it is EASY to see the manipulation that is occurring daily, you can routinely see large buy orders filled that don't move the price up but maybe a penny, then with a few small trades of 100 shares or less they drop it down 2,3,4 pennies, it's obvious it's a strategy to manipulate the PPS lower that has been in full swing with low volume high frequency trading for a long time now!!

The new "Go to Market" strategy will bring deals the same way the 2024 OFC demos of the 200gs modulator with world class metrics produced on large 200mm Wafers brought an onslaught of Tier 1 NDA's and even got teams from these Tier 1's out to the LWLG labs in CO, and I believe these deals can be struck rather quickly as the new CEO is most notably known for his dealmaking abilities, and I don't believe he would have accepted the role of CEO if this was not the case, I also believe that after joining the BOD in August he had meetings with decision makers at the various Tier 1's and recognized that the current strategy of LWLG's devices team building these advanced PIC's for OE's was stepping on the toes of these Tier 1 Transceiver maker companies who would prefer to do this themselves

As far as the PPS moving higher, I believe the first Tier 1 deal will certainly spark a rally that would at minimum bring the PPS back to the minimum fair value level I described above, however, the PPS is so dramatically oversold that a move back to the $3-$5 range could easily happen even before the first Tier 1 deal is announced, and if the Shorts see any kind of rally catching fire at these bargain basement prices, there may actually be a bit of a squeeze as Shorts scramble to exit, I believe the only capitulation that will be seen will be on a move to the upside from here

I believe the PPS is as undervalued in the $1's as it was overvalued at $20 in 2021, I believe the minimum fair value of the Developments and IP to-date is about $8, the current 5 year VWAP is at about $7

He filed to sell with a brokerage firm.

lwlg appears to have damaged many more lives, just for their CASH TAKE and INSIDER SELLS from. Nasdq uplisting...pity, really

The remaining CASH is their target...for themselves...eom

More details of the Csah Take by the bod NEEDS to be litigated.
marcinobodi TOOK, return to the scheme scene UNadmiral perpetrated, bocci benefitted too.

Where is Xena? I see you guys are still giving protohype the platform to scam others.. Sad

I think that he thought he could do it.  I had about $30k expire in options as well.  Oh well, I'm sure that he feels bad, sometimes I think that I can do things that I can not, tis life.

Was not his fault, I think that he thought that he could do it.  

X I thought I could build that development in 1 year.  I've made many mistakes myself I got fired for not delivering, if you don't aim high then you aren't aiming high enough.

I do not see where he sold anything. Remember he is also staying around to aid in the transition. What a joke that is.

The stock can be below a dollar next week, maybe even Monday. The longs got taken to the woodshed by corrupt management and a worthless BOD. There is not even a sniff of concerted buying at these levels.

Lebby is a POS.so is Marcelli, so is Zelibor and the list goes on.

First date with Jose Bozo. Stock price is 21 cents from 1 dollar a share. Wonder how many stop losses will do off when we hit this number.

This is an utter disaster.

My Jan 25 calls also required it, didn't happen, big loss, the position was based on Lebbys Dec 23 shareholder letter, then the August reaffirmation of imminent deal. Total bullshit, I too have March calls that will be worthless as well. Every word out of Lebby was a lie to the shareholders, there were no immenent deals, I dont believe there were ever any "NDAs" either, but others on this board swear by the huge number of them. 

Yes- my calls require it. But also fact as you can see if you click link.

Does Yves know he only has three months to close a deal to confirm our analysis? I think you will be sorely disappointed in about three months from now when there is still no communication, pr, deal, etc. crickets and the stock price below $1. 

Riiiiight. More pump eh.

Lebby was always excited like a teenager on their first date.

Did lebby and pozo's giddy queen interview CAUSE PERMANENT HARM?

He hasn’t sold his shares. He has only made them available for trading in case he decides to sell. If Lebby were to sell now, after all his communication and promises over the past years, and nothing were to happen before the ASM, I believe he would spend the rest of his days in a courtroom. He certainly wouldn’t be enjoying his retirement. I think Lebby is smart enough not to do this and understands that his career, reputation, and all his years as CEO aren’t worth throwing away just for an “F you” to the BOD.

LWLG still has three months to close a deal that confirms our analysis of this company and turns the tide. Let’s not give in to sentiment and wait it out. Someone with the reputation of Yves Lemaître saw the same potential we all saw in this company and joined the BOD. After six months, he recognized the flaws and decided to take over as CEO to fix them himself. Give him the time he needs. He will get it done.

Have a great weekend, everyone!

So 5 patents dated this year, 3 of those dated this month, one as recent as yesterday?

Something is boiling.

https://patents.justia.com/assignee/lightwave-logic-inc

Don't be mad at me that you lost over 90% of your investment in LWLG. I questioned the stock for years due to no revenue and false promises after false promises. The same pumpers just keep feeding crap and people just keep swallowing it up. 

Hi

" " poster needs to be held accountable ALSO...but, careful, he likes guns, eom.

Lebby selling dashed my hope of positive surprises.

Add:
He is something. Keeping promising a contract was around the corner, he was REALLY excited. When he was fired when the BOD got words of possible lawsuit, he sold right away, effectively telling everyone he doesn't see anything coming up soon and he give sh*t about shareholders.

New 52 week low!! 👏👏👏
Great Job LWLG.
Marcelli probably thinking time for another bonus and beach house.🤣🤣🤣

I wouldn't expect anything. Nothing.