Lightwave Logic Inc (LWLG) Share Price

According to SPORTYNORTY, shorts are the smartest people in the market, but need to cover in the next few days. Is that possible? Anyone? Anyone?

Before you or anyone else jump to all-knowing conclusions,
let's see what the new CEO says on Thursday about the Polariton expanded partnership and hopefully other developments.

GP, you sound like you're starting to believe! eom

This is new. Instead of just giving material to Polariton, we are now actively engaging with the end-user.

We are transitioning from being a material supplier to collaborating on market development through end-user engagement and technical cooperation.

You act like this is something new since it's in PR format. They have been working in this same relationship with Polariton for YEARS now. How has that worked out?

Remember the 2023 ASM when you got duped? Will you let them dupe you again?

Here is a reminder: https://www.prnewswire.com/news-releases/lightwave-logic-begins-commercialization-of-its-electro-optic-polymer-materials-301834385.html

This is more R&D BS and nothing commercially meaningful will come of it for years if ever.

#scam

Hear hear!! Even Ted gets positive!!’

We may get a bump to $1.50-1.60 this week with the news and the update.

SportyNorty has a big following..like most trades this is not likely to last very long but some short term money may be possible

But Punk I said "I'm not recommending it, it's a roll of the dice"

I really do live in your head.

X I attached the post to this so anyone that cares can read it. I didn't attach this pumkins post so that he can look good in JPLNGs eyes. (He employs punk to post negatively for the 20 million shares short.)

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175890025

But Punk I said "I'm not recommending it, it's a roll of the dice"

I really do live in your head.

X I attached the post to this so anyone that cares can read it. I didn't attach this pumkins post your so that he can look good in JPLNGs eyes. (He employs punk to post negatively for the 20 million shares short.)

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175890025

Pro, that has always been my contention why Lebby never named Polariton, but shortly after inking that first commercial Agreement in an interview Lebby responded to the "who is it" question by saying "It could be a company or more than one company" and ever since then I've assumed Nokia has been involved with this project from the start, BTW, Nokia just acquired Infinera's optical networking business. Here's a summary:  

Acquisition of Infinera's Optical Networking Business:

This acquisition is a strategic move by Nokia to strengthen its position in the optical networking market.  

It's designed to enhance Nokia's capabilities in providing high-capacity optical transport solutions, which are crucial for supporting the growing demand for data driven by 5G, cloud computing, and AI.

This move will greatly increase Nokia's optical network offerings.

Be careful! The welcoming committee president urged people to get in ACON last Wednesday and since then it is down a whopping 97%.

Hearing someone has been invested here for over 20 years is a huge red flag!

#scam

We are transitioning from being a material supplier to collaborating on market development through end-user engagement and technical cooperation.

Maybe the end user is NOKIA!

Welcome aboard, at north of 6k followers someone listens to you.

X I've been here for over 20 years, if you have a question send me a private message and I'll do my best to answer it.  Very tight honest ship here, so no leakage.  I hope you do well.

I would welcome you to come to the May shareholders meeting in Denver, in addition to the meeting it makes for an an excellent Rocky Mountain vacation.

X

Wonder if that's a part/piece of the bigger picture being discussed on 13th.

Otherwise, why release that PR today and not include it with the 13th coming filing.

Me thinks it's a piece of the piece and they'll serve up another slice or more on the 13th.

WEAK! Unscalable and unsaleable. Plasmonics, that's the news? This release and upcoming call feels like the ASM all over again.

#scam

It's happening and it's happening NOW https://www.lightwavelogic.com/news/press-releases/

LWLG--In for 75,000 shares cost basis of $1.14.

Thursday's CC will provide great insight into the company's new contracts and M & A intentions. The new CEO was brought in to make a strategic alliance, you will learn of these plans this Thursday. There is a rather large short position and they need to cover before Thursday.

SPORTYNORTY

Great post! It would be nice to know what the stock price was at all of these stops and what it was when he sold them. Haven’t been able to find that one. Have you?

Copy and paste p-pe is it DEAL TIME!!!!!!!!!! Like you have been saying for a dozen years? Please tell us about some meaningless award again for the 2,938th time.

Energy in data lcentres is also related to heat, cooling, water etc. So the environmental impact is huge aswell!

I went and listened for you, yes he starts off with your numbers and then sums it up at the 11:00 mark and says that 10-12% at 200gig of the overall power at the data center just by using their material.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175908040

But either way that is significant

X I hope the little one is doing well.

Brad said networking equipment can total 30-50% of the total data center power budget. Of that, 70% is the optics portion. He then says EOP modulators can reduce that by 10%...I think? I only listened once last week so correct me if I'm wrong.

10% of 70% of 40% is 2.8%.

Looks like my guesstimate from 6 months ago wasn't too far off. I said 2%. Copy of my Reddit post below:

Great question. I’ve done a little bit of research on this the last few months.

Per Ashkan Seyedi at NVIDIA recently, today’s 800G transceivers consume 15-20 Watts of power. The industry is doing everything they can do to get that power consumption down. For 1.6T, the wattage increases further, and I believe I saw up to 50 Watts estimated for future 3.2T pluggable transceivers using today’s technology.

A lot of the focus today is on design changes, mostly LPO, which removes the DSP from the transceiver. This year it became a bit clearer that the industry appears to be hesitant to go the LPO route and now are talking about LRO – linear receive optics. Below is a quick Google link on the LPO vs LRO topic:

https://fast-photonics.com/linear-pluggable-optics-and-linear-receive-optics/

Andy Bechtolsheim from Arista has mentioned many times over the last 2 years that the other ways to reduce power consumption are to switch to better modulator technology and use lower power lasers. He has mentioned that better modulators can offer 20% or more in power savings versus LPO.

With that said and moving along…I am hoping/estimating we’ll see an EOP modulator based 800G transceiver operate under 10 Watts. I’d love to see 7-8 Watts.

Modulators themselves don’t consume a significant amount of the transceiver’s power. But these highly efficient modulators enable lower power lasers to be used and enable lower power DSPs and/or eliminate modulator driver chips altogether in the design.

Overall, it is strictly the use of these better modulators that offers drastic power savings because of the ancillary effects they have. They are going to enable LPO levels of power efficiency without having to go the LPO route.

Now to quantify this let’s look at the typical energy usage of a hyperscale datacenter. I used ChatGPT in some of my fact-finding FYI.

A typical hyperscale data center uses up to 50% of its total power for data processing and transmitting infrastructure.

Optical transceivers are a small portion of that and consume up to 5% of the total datacenter energy.

There are several categories of optical transceivers depending on distance needed. Initially and of course, not all optical transceivers inside a datacenter would use LWLG’s modulators. But it won’t be too long before much of the market is dominated by 800G+ transceivers in all categories which potentially can be served by LWLG’s EOP modulators. IMO…the sweet spot for LWLG is the 2k+ distance. But anything over 500m is likely the start of where LWLG could operate. Beyond 10k and up to 80k…the modulation is coherent and today is wildly power hungry and expensive. Tons of value to be unlocked there and EOP is already proven in that wavelength and modulation format.

Let’s say EOP based transceivers shave 2% off the total datacenter power consumption from optical transceivers. Gives us some wiggle room and assumes some types of transceivers will not use the ‘latest and greatest’ modulator technology.

The average hyperscale data center (50MW) has an average power bill of $72 million per year. ChatGPT says ‘it depends’ but an average of $6 million per month.

2% of that total is $1,440,000. Google operates 39 data centers and Amazon has 125 according to a quick search. At the end of 2023, there were almost 1,000 hyperscale datacenters worldwide with half of them in the USA. The number won't stop growing.

EOP modulators appear to have potential to save Google and Amazon a collective $236 million per year in energy costs. The future projections in a world of 1.6T/3.2T modules are significantly more.

Anyway…these datacenter upgrades to 800G and beyond are happening no matter what. LWLG has a very solid case to be enabling the most efficient and scalable modulator platform to power the future pluggable optics. EOP is far more power efficient than SiPh and certainly InP. It is also more efficient than TFLN. It is customizable for continued improvement. Above everything…it is the only emerging material platform that is totally compatible with silicon foundries.

It doesn’t stop at pluggables either. EOP will make its way into co-packaged optics and the power savings are amplified even further there. Lower power SerDes, cooler operation/less cooling requirements, etc. So it’ll chop off more of that 5% segment mentioned above plus into other sections of networking infrastructure.

Please anyone try to find some holes in my analysis here.

I never had a clear understanding of just how much the operating costs of data centers can be affected by low voltage polymer EO modulators. Dang so in addition to faster, smaller, less components (a driver is not required) they will be able to get by with significantly less electricity overall. Crazy power and backup generators required, I mean my home generator is kind of violent when it kicks over, multiply that by 1 million.

Oh here I found a you tube video of one oh and think about the power savings from using less A.C.

Thanks Punkin

He used "Ubiquitous". I could not believe it.

To give LWLG some credit, both NLM and Silorix are using some of LWLG's marketing in their own playbook. So if Yves sounds like Brad this week...it is NOT Yves copying Brad. I think that is pretty clear.

If you want to take a stab at LWLG here...

NLM recently taped out an 8x200G 1.6T modulator PIC chip.

Also, what I am most intrigued by here is that Brad made a comment that makes it sound like they are now able to do crosslinking in the same step as poling. That's new. Previously it was pole the material, reduce temperature, increase back up to crosslink. Silorix/KIT weren't able to get reproducible results that way according to a technical paper last year. If NLM perfects their crosslinking process, it will be a very good material.

Let's see how much of the presentation Eve steals from Brad at NLM.



Can Vaporwave's fragile material survive solder reflow over 250c like NLM's?

#scam

No their will be contract news imo
It's like Trump and Ukraine.
One week off next week they will make a deal.
Lwlg has been in talks for over a year, they don't have to start from scratch , all lwlg has to do is crawl back to customers and say ok you got a deal
Imo we don't have to hear again and again that we are the best ..were all brainwashed on that , can they close a deal

Interesting comments of Brad B. /NLM last week, thanks KCC...

Holding up well on a day the nasdaq is getting hammered.

yeah, just watching for something other than hope to come along. Not expecting much.

Read the press release! Only last part is my take.

Hey mr Ruud (know it all) Saltis,
Can you please share the slideshow about this Thursdays meeting as you already received it? Thank you clown 🤡

After proving the material performance and reliability LWLG needed to prove the material works just as well in devices. At OFC 24, after announcing a partnership with AMF, a foundry based out of Singapore, where together, both companies revealed a complete PDK of photonic structures (waveguides, splitters, gratters etc...) on 200mm wafers, LWLG demonstrated a 200G/L modulator. And Dr Lebby explained that in order to convince future partner of the long term value of polymers, as a solution for an industry about to hit the technical wall, it was to prove that future generations of devices could be built using organic EO polymers. LWLG chose to work with Polariton to prove next gen devices.

At ECOC24, LWLG and Polariton demonstrated, a peer reviewed solution, at 400G/L.

Furthering this avenue of future proofing, they now modeled the next step with a plasmonic MZM reaching 997GHz at only 3db optical loss.

Obviously, Dr Lebby was too adamant and unflexible with his commercial stance, which prevented commercial deals promised for 2024. The BoD intervened and brought in a deal specialist in Yves LeMaitre. In January 2025, the initial presentation on the new Go-to-Market strategy was made.

The performance and reliability of the material was never questioned. They were reaffirmed as a core competency.

Earlier this week, polymers were part of a "Photonic Integration Week" with UPVfab Micro fabrication pilot line and VLC Photonics in Valencia Spain:

"VLC Photonics (Hitachi Group), a leader in pure-play Photonic Integrated Circuits (PIC) design and testing services, is joining Photonic Integration Week as a Platinum Sponsor! 🌟 With expertise across all material platforms (SOI, SiN, SiO2/PLC), III-V materials (InP, GaAs...), TFLN, BTO, polymers, AlO2, Graphene... they’re driving the future of photonics with cutting-edge engineering solutions."

In the post above, they are again part of the discussion on PIC Integration at LIGENTEC in Switzerland.

At 200G/L, traditional materials were able to find a working solution, using 8 lanes, even though the power consumption is really not sustainable.

As the industry is contemplating next gen at 1.6T and 3.2T transceivers, the power consumption becomes unmanageable with existing materials and ease of integration with a lower lane count becomes more critical for high volume scale up. Polymers offer a path towards that future. Yves dealmaking abilities are being called on to make sure polymers are part of the future.

Yves and Tom 6-month options, expiring in June 2025, offer a good guideline as to when a first step (design-in win?) towards a commercial step (licensing agreement) may be expected by.

The market keeps growing as AI implementation cases are seeping from just a few market leaders (Nvidia...) towards more numerous enterprises driven cases. Good days ahead.

GLTAL

AR.

https://www.reddit.com/r/LWLG/comments/1j57ybu/epic_mtg_on_pic_manufacturing_lwlg_present_thru/

Ted. this continues to trade on hope and nothing else because there isn't anything else right now.
right now the hope is that March 13th yves will sound positive about prospects. which he very well could.
if not, this will drop rapidly below a buck. how far below, who knows?

What price Calls did you buy, $2s or $3s? Because you're pretty obvious.....

Good luck. I said 1-4 range this year, so maybe...

I wonder--and I hope--if Yves approached Lightwave saying, "I can get contracts (or sell the company) to tier ones. Let me takeover."

I will be proven right. Youd be blind not to see itN although I can't blame the longs here for being angry in disbelief after the run down this has had.

Stay tuned. Salvation is on its way

I made easy reading of Yves M & A background.
As information Yves is the CEO at Lightwave and will be giving an update after being on the job about 3 months.

Jan 2022 - Sep 2022 · 9 months Head of Optical Coherent Business at IPG Photonics
He “Advised and led optical coherent business divestiture to Lumentum”

It was - - - > Acquired by Lumentum 8/15/2022 He did that in 8 Months.

October 2023 to March 2024 He had a 6 month contract at Astrobeam.space and he launched the startup's development of next-generation of laser beam steering for satellite to satellite communication.

Dec 2021 to present independent advisor to TRUMPF
This is infact a vertical here at Lightwave - biometrics and sensor technology
“Lasers are everywhere, beyond 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.”



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
Not sure about - Oil and Gas

Dec 2019 - Dec 2021 President RIO Lasers - - - - - > (acquired by Luna Innovations)
That was 2 yrs but - - - - - - > it was acquired after he was there for 1 year in December of 2020
Luna is a global leader in fiber sensing

It looks to me like most of the time in less than 1 year a takeover, Merger etc. happens


Chief Strategy Officer at OCLARO Feb 2018 - Dec 2018 · 11 mos
You guessed it was - - - - - > taken over by Lumentum then
Dec 2018 - Sep 2019 · - - - - > 10 mos Chief Strategy Officer at Lumentum

Skip down to CEO of Lightconnect Aug 2001 to May 2005
You guessed it - - - - - - > acquired by NeoPhotoncis

VP & General Manager VP & General Manager Alcatel 1994 to 2001
- - - - - > joint venture between Sprint and Alcatel.


X What I look forward to is that whenever a partnership or takeover happens and compensation is provided to the shareholders, that compensation would not be delivered to those that lent their shares to the shorts, it would be the responsibility of the shorts to provide that money or equity to them and ultimately it is the broker that is on the hook for locating that dough or shares and it gets really interesting when some sort of private entity equity is involved.

I'm not expecting anything like this on Thursday, I'm only looking for an update.

One of the first things said after the CEO change was : we want commercialise faster. In my view this means that Lemaitre hasn’t got the many years that Lebby had. Will he mention something important this week? Who knows? What we know is the clock is ticking and he has to be faster, as fast as his CV shows us.

No reason for high expectations Thursday. Shareholders have pushed the board to communicate. They promised that aswell. So Thursday is no more and no less that an update about polymers in the industry: do we have a position. How are polymers related to other competitors. And last: Lightwave is selling material and we team up with a few interesting partners and it looks good. I don’t think Yves will burn his fingers on a timeline.
No mergers, no sail no deals. Just a special
Moment for an update.

Hi Reagan,

I find your posts interesting. Might I be so bold and ask you your prediction (opinion) on what share price we will see when we get a first "Deal" or what price per share the company might get "sold" for through a "merger" or "acquisition?

Lol. Okay, see you on the other side of 3 soon enough.

Someone said that at 1.70 also.

Looks like we are seeing a bottom being formed with OBV turning up on the hourly chart.



The daily chart needs more time for the price to move above the 8 EMA.

keep in mind the 40+ year Industry quest of all the major companies, the government, DARPA, DOD, was for a highly stabile and highly EO active Polymer which has VAST applications, for long-timers, remember Terry Turpin and the " what killer app?", anyways LWLG has this in hand today, no other company has this, so make no mistake this is highly valuable technology and will become ubiquitous in uses just as Lebby has told investors so many times!!

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

Only a moron would say confidently "We are in good hands".....After a multi-year drop from $20-$1, failure to make its own PIC, a recently fired CEO, and a JM still around....If there's a buyout now/soon, good chance it'll be for less than $2. Maybe a lot less.

They have the "option" As I said.

We are in good hands.

X

I consider this the first day of spring, Jr, and Sr plows away, salt bags put up until next year, ,stabol in gas equipment the dandelions are blooming. Punk it is Sunday, Church and all, do I really live in your head this much? Relax Bro, the sun doesn't rise and set by your words.

Great day, just relax and sleep well bro.

X

the latest round of Annual Incentive Comps were issued at $5 strike, and this was at a time the PPS was in 3's!!

20 MILLION Shorts Covering Deadline Established June 2025, the gauntlet was put down with the issuance of the new CEO and President Incentive Options being FULLY VESTED in 6 months or June of 2025, this is an UNPRECEDENTED MOVE in the entire history of LWLG!! Normally these types of Incentive Compensation Options are issued to vest incrementally over a 5 year period

a couple more things to keep in mind,

1) the latest round of Annual Incentive Comps were issued at $5 strike, and this was at a time the PPS was in 3's!!

2) Leonberger buying up 100,000 options outright and disposing of exactly ZERO!!

Oh and BTW, the fact is that the long-term investors here are not paid to post, it's the unethical bashers who the cat's been dragging in that are paid, from one basher recent post "LWLG not having promise"? Seriously?!!!

Remember, the Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc, 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