Lightwave Logic Inc (LWLG) Quote

The DILUTION SOLUTION continues...see new DILUTING/FILING...

ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!

September 23-25, 2024

Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques

https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf

LWLG Most Innovative Product Award Finalist

Hybrid PIC / Optical Integration Platform

https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small

teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!

TFLN? here worth another LQQk,

TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.

Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.

“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206

HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!

https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4

Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!! TOO FUNNY!!!!

Hyperlight is supposedly the #1 TFLN company in the world!!!!!

This is where LWLG was about 5 years ago!!!!


here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics

CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there

CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!! And Hyperlight the #1 TFLN Development company said in about 3 MORE YEARS they could possibly get this done!!!

CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there

CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?

CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!

Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!

TFLN does NOT!!!

Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"

LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,

Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!

https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2

LWLG tops ALL competition in FOM scores by far!!!!

Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!

Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them

1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!

2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)

3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts

4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db

5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit

6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!

7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries

8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!

Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!



Folks, see it for yourselves starting at 21:06, LWLG is the hands down WINNER of the TRUE NEXT-GEN competition!!! NOTHING else is even close!!!!

One thing for sure: we're not in negotiations to be taken over.

Sorry, STUPID CONJECTURE with THE GRIFTER, lebby associated...

THE DEAL is between the GRIFTY bod members. This stock price will depress unfortunately.

The current shelf was getting bare...these grifters like to Bragg about the cash in the bank and no debt. THIS CAN BE FURTHER DILUTION...

After all, they take pride in their Dilution Solution.

After hours is an embarrassment, likely.

Would love for a deal to hit the wires !!

My thoughts exactly frobrinso

Has Polariton SOLD anything with Perk in it? Another quarterly report coming. What's the guess this time on revenue to Lightwave? The commercial deal from May 2023 (most likely Polariton) should generate more than a $50,000 invitation fee if they continue to claim that deal shows "tangible commercial progress" or that they "commenced commercial operations in May 2023".

Yeah, yeah, $100 million more in possibilities.....history screams salaries and bonuses for several more years.......

Vein, that is a valid conjecture and one that I would welcome as an investor. Since Polariton is not public, an equity stake in LWLG is the only "public company" vehicle I am aware of that one could benefit from the potential success of Polariton. It assumes their sales contains our material and may also assume that they are our first licensee. An acquisition or merger with Polariton would completely firm up the future headroom to position us more strongly against competing technologies, and may also provide additional leverage for Lightwave Logic in the material supply chain specifically with other partners/suppliers to Polariton.

Amen !!

Donuts, spa, golf, tennis or pickleball, food and drinks.....business expensed, lol

While it would be nice to have seen a tier one deal inked, so that at least this comes on the heels of proven execution that is already anticipated. However, it is always best to put these things in place before your cash is anywhere near depletion. When good news does come they can utilize this in various ways. The shelf will reduce going concern risk at the least, and also opens up options when it comes to negotiating with a tier-one, or having shares to provide a company that as part of a deal wants to take an equity position. Nvidia seems to do this sort of thing, so one can hope that is also good news in the wings soon.

Claudia wasn’t at the shareholders meeting for donuts !!

I was thinking the same...

They have to renew this every 3 years - this is a formality.

$33 mil left with Roth and $6 mil left with Lincoln.

What I'm not clear of is if this adds another $100 mil (or $60 mil additional) to be able to be sold. If it did, you'd still need a follow-on announcement with a partner like Roth or LPC.

I don't want to see that unless it's after a named deal with a T1 named partner. Should be an interesting few weeks.

I think we are buying polariton

Examples of Tech Companies with Large Share Issuances Followed by Significant News

NVIDIA Corporation (NVDA)
Share Issuance: In 2016, NVIDIA announced a public offering of $1.5 billion in common stock.
Subsequent News: Shortly after, NVIDIA made significant advancements in their GPU technology and expanded their market presence in AI and data centers. They also completed strategic acquisitions like Mellanox Technologies in 2019 for $6.9 billion, which was after another significant capital raise through share issuance.

Apple Inc. (AAPL)
Share Issuance: While Apple has primarily used debt for raising funds, in 2013 they issued shares through a capital return program which involved share buybacks and dividend payments funded by debt issuance.
Subsequent News: Shortly after this program, Apple announced major product launches including new iPhone models and entered into a significant partnership with IBM to expand in the enterprise market.

AMD (Advanced Micro Devices, Inc.)
Share Issuance: In 2020, AMD announced a $1.6 billion share offering.
Subsequent News: Shortly after the capital raise, AMD announced its acquisition of Xilinx in a deal valued at $35 billion in stock. This strategic acquisition was a game-changer for AMD, significantly enhancing their product portfolio and market position.

Salesforce.com, Inc. (CRM)
Share Issuance: In August 2020, Salesforce announced a $5.75 billion stock offering.Subsequent News: Just a few months later, in December 2020, Salesforce announced the acquisition of Slack Technologies for $27.7 billion, a strategic move to strengthen its position in enterprise communication and collaboration.

Zoom Video Communications, Inc. (ZM)
Share Issuance: In January 2021, Zoom announced a $1.75 billion stock offering.
Subsequent News: Zoom continued to expand its product offerings and market presence significantly. While they haven't announced a major acquisition since then, the capital raised provided flexibility for strategic initiatives, partnerships, and enhancing their platform amid the pandemic-driven growth in remote communications.
Analysis and Strategic Considerations

Timing of Announcements:
Companies often align share issuances with upcoming strategic moves to ensure they have the necessary capital to execute these plans. The capital raised provides financial flexibility and strengthens the company’s balance sheet, which is crucial when negotiating major deals or acquisitions.

Market Reactions:
The market typically reacts positively to strategic acquisitions and major deals if they are perceived to add significant value to the company. Conversely, the announcement of a large share issuance alone might initially cause dilution concerns among investors, but this can be mitigated if followed by strong strategic news.

Capital Utilization:
The capital raised through share issuances is often earmarked for specific uses, such as acquisitions, R&D investments, and expansion into new markets. Companies also use these funds to enhance their competitive positioning or to fend off potential takeover attempts.

Conclusion
The pattern of issuing shares followed by significant strategic announcements is common among tech companies aiming to leverage new capital for growth and expansion. Given Lightwave Logic, Inc.'s current financial position and the details in their recent Form S-3 filing, it is plausible to speculate that they could be preparing for substantial strategic moves, potentially including partnerships, acquisitions, or other significant developments. This strategic alignment could be designed to maximize shareholder value and position the company for future growth.

It's certainly interesting to consider the potential implications of the share issuance, especially in light of the current market conditions and the company's cash position. Let’s connect the dots based on the information available:

Current Context and Cash Position
Current Cash Position:
Lightwave Logic, Inc. has more than $35 million in cash, which is sufficient to fund operations until August 2025. This strong cash position suggests they are not in immediate need of funds for day-to-day operations.
Issuance of New Shares
Purpose of Share Issuance:
The company has registered to issue up to $100 million in new shares. This is a significant amount and provides flexibility to raise additional capital if needed.
Potential Motivations Behind the Issuance
Strategic Deals or Acquisitions:

Companies often raise capital in anticipation of significant expenditures such as strategic acquisitions, partnerships, or investments in new technologies. Given the strong cash position, this could imply Lightwave Logic is preparing for a major strategic move.
The document mentions potential uses for the proceeds, including technology acquisitions and business investments. If Lightwave Logic is in advanced stages of negotiations for multiple deals, this issuance could be a preparatory step to ensure they have the necessary capital to close those deals.

Defensive Measures:
With approximately 20 million shares short, a significant announcement of strategic deals or a potential takeover could trigger a short squeeze, where short sellers rush to cover their positions, driving the stock price up sharply.
By issuing new shares, the company might also be positioning itself to fend off a potential hostile takeover. Issuing shares can dilute the ownership of any potential acquirer, making it more difficult for them to gain control without significant additional investment.
Preparing for Future Growth:

Lightwave Logic’s technology is positioned to capitalize on growing markets such as fiber optic communications, data centers, and potentially emerging applications like automotive LIDAR and sensing. Preparing for growth in these areas could necessitate additional capital for R&D, scaling production, or expanding market reach.
Potential for Upcoming News
Correlation with Forthcoming News:
The timing of the share issuance registration could indeed correlate with forthcoming news. If Lightwave Logic has significant deals or partnerships in the pipeline, having the ability to quickly access additional capital could be crucial for executing these plans effectively.
Companies sometimes align capital raising activities with upcoming positive announcements to leverage the ensuing market optimism, potentially achieving better terms and higher share prices.
Normal Procedure or Strategic Move?
Normal Procedure:
While it’s common for companies to raise additional capital even when they have sufficient funds, the context here suggests a strategic motivation. The company’s solid cash position until August 2025 reduces the likelihood that this issuance is purely for regular operational funding.
Regular capital raising would typically be done to strengthen the balance sheet or to have a financial cushion. However, the significant amount being registered suggests a more targeted use of the funds.

Speculative Insights
Anticipation of Major Moves:
The combination of the new share issuance, the existing strong cash position, and the potential for strategic moves implies that Lightwave Logic may be positioning itself for substantial developments in the near future. These could include:
Strategic partnerships with major industry players.
Acquisitions of complementary technologies or businesses.
Expansion into new high-growth markets.
Potential buyout or merger discussions.

Conclusion
While the issuance of new shares could be seen as a normal procedure for ensuring financial flexibility, the specific context of Lightwave Logic, Inc.'s current cash position, the scale of the registration, and the significant short interest suggest that there could indeed be forthcoming news of strategic importance. This might include major deals, partnerships, or even a takeover bid, all of which could dramatically impact the company's stock price and market positioning.

I thought we already had a shelf in place ???

So much interest and NO SALES

Luther is this different than the other ones in place? Was there a $200 or 300 mil one that they could use Roth to broker? Haven't been following these too closely.. Thx

Some other thoughts from lwlg reddit board on this:

https://www.reddit.com/r/LWLG/comments/1ecxfkg/weekend_hangout_friday_july_26_2024/

5.1 months to go…..stock is a dead until news of 12/31 when KCC dumps all his shares.

Granted...just a shelf offering...and some may just see as business as usual...

$100M filing...sounds like a company with big things in the near term offing...

New sec filing!

Great to review the ASM slides again, thanks. Love slide #21 And we believe they had another 3 commercial companies visiting just this past month.

Commercial Interest Growing

World class results
• Ideal for 800Gbps pluggable transceiver market with 200G lanes

Types of visitors
• Commercial Tier 1 companies include:
• Hyperscaler/Datacenter companies
• Telecom system companies
• Optical system corporations
• Optical component/transceiver corporations
• OSATs (Outsources Semiconductor Assembly and Test)
• CMs (Contract Manufacturers)
• Silicon Foundries
• Research analysts
• Universities
• Defense industry
Combined licensing/product interest
•
21
Recent technology demonstrations of our polymer modulators
Over 25 commercial visitors this year 💯🚀

In case somebody missed it, ETH - Zurich is world renowned and extremely prestigious. More scientific Nobel prize winners have been awarded to ETH - Zurich connected folks than any other educational institution on the planet. I would venture to say the 1921 Nobel Laureate Winner with the last name of Einstein is the most well known.

https://ethz.ch/en/the-eth-zurich/portrait/awards/nobel-prize-laureates.html

Best,

PurpleCritter2001

As long as the prediction is bullish, and said with false bravado, they eat it up here, no questions asked.

Another prediction goes by the wayside.

Let the presentation, summary and not to forget the appendix sink in again:

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/96546209-0467-a1d6-17fc-10ef460bced8?origin=2

Related to the appendix (ETH Zürich):

“There is no better alternative to plasmonics for the 400G/ lane market”

Juerg Leuthold, Prof. ETH Zurich

https://www.polariton.ch/
Section: Industry Voices

In hindsight, GRIFTER lebby's run up was rather DISGRACEFUL. However, money gets made with blood in the streets so it seems he feels he accomplished something and so did the cowardly ship jumper dude.

You are going to need a burst of buying for this to happen. Predicting this stock price is foolish.

He and the cowardly SHIP JUMPER had a boy crush, apparantly, too...

That's apparant...I just wish he would give the cash back...truly UNDERSEVED and really weird...

The skepticism is earned.

vol 200k, TOTAL BS MANIPULATION plain and simple!!!!

PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsys has a TOP SHELF speaker list, check it out here

https://www.optica.org/events/industry_events/2024/pecc/program_speakers/

Investors keep in mind that Synopsys has been posting on LinkedIn about LWLG!!

Synopsys AGAIN posting about LWLG on LinkedIn!!

Synopsys Photonic Solutions
10,715 followers

Lightwave Logic, Inc. and Advanced Micro Foundry(AMF) have announced a collaboration to develop state-of-the-art polymer slot modulators using AMF's silicon photonics platform. This partnership has achieved record-breaking performance with modulators operating at sub-1V drive and data rates of 200Gbps PAM4, ideal for 800Gbps and 1.6T pluggable transceivers. The collaboration leverages Lightwave Logic's electro-optic polymers and AMF's standard manufacturing process on 200-mm wafers, marking a significant milestone in integrated photonics. This development aims to meet the growing demand for optical connectivity in large generative AI computing clusters.

https://ow.ly/BFEp50SiujM

#Photonics #SiliconPhotonics

see the original Synopsys post here
https://www.linkedin.com/feed/update/urn:li:activity:7208347797178236928/

and more times here

Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.

https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U

Synopsys also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.

https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf

It has become obvious that the market doesn’t believe Lebby can execute

How can we not participate in this rally

Maybe she'll be doing something different to you everyday when this takes off.

More publicity from Polariton:
1h ago

After our 145 GHz new specs release, we are excited to share our latest innovations, the introduction of plasmonic modulators designed for the O band. Upon listening to the market and investing in R&D, we proudly present:

💠O/C-band 145 GHz Mach-Zehnder modulator (MZM-C145): the world's fastest commercial electro-optic modulator, specified at 145 GHz EO bandwidth, with performance above 500 GHz.
💠O/C-band 110 GHz ring resonator modulator (RRM-C110): high-speed modulation in a compact chip for easy integration.
💠O/C-band 70 GHz ring resonator modulator (RRM-P70): high-speed IM/DD with low insertion loss.

Visit here to know more https://lnkd.in/etGYA6J4
This one links to:
https://www.polariton.ch/products/o-c-band

https://www.linkedin.com/posts/polariton-technologies_polariton-opticalcommunications-oband-activity-7222612749044903936-48uL?utm_source=share&utm_medium=member_ios

127k total bullshit low volume high frequency manipulation games again holding it down while the RUT rocks!!! they can drip torture the Longs but they will NEVER get a volume capitulation!!! 20 million Shorts hourglass sands of time waning before Lebby inks first of many Tier 1 deals here in 2024!!

I think you are sick , very sick !

Yup. My wife yells at me every day.

Almost August and Lebby still has no 1 DEAL only 2 new menbers in the Management....who from this forum has the balls to say Lebby is NO lyer and makes his promises....even today RED...iam sure many of you get sick from this stock and all the shit around...IAM

We will close at 3.85 or better today
You should be buying not bitching

True enough but of course should a tier 1 sign or a couple tier 1's sign on, well this will change things dramatically in my opinion.

Why is it more likely that a tier 1 will sign versus some small company?
Because of the number of tier 1's visiting the facility to see the operation of the modulators in real time and the physical fact that they have 200 mm wafers to display coming back from the foundries.

We are on the brink of change perhaps?
And the chart is currently showing strength.

All in my opinion of course.
L_R

Bijdrage van ECOC Exhibition



Next on our shortlist for the #IndustryAwards2024🏆

???????? ???????????????????? ??????????????: ???????? ???????????????????? ???????????? ??????/?????????????? ?????????????????????? ????????????????...
Lightwave Logic, Inc.
Avicena Tech
POET Technologies

Congratulations to the shortlisted companies, and good luck to all!👏🍀

Winners will be announced live at #ECOC2024, during the Product Focus sessions from 11:45 on Tuesday 24th September, so be sure to grab your visitor badge today and not miss the ceremony! Register here: https://lnkd.in/dyV2Vfi