LPC has served its purpose but at this late stage
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Posted On: 12/26/2017 6:18:55 AM
LPC has served its purpose but at this late stage of development I truly believe Dr Lebby could do much better for investors with a financing or Investment deal
At the ASM investors were told that having the 50Gbs alpha device and a 25Gbs demonstration device would "open the floodgates" of interest from the giant Datacenters, and Chip development companies, ok, so we have the 50Gbs device showing the scalability already, and a 25Gbs device is now packaged, it still undergoing final optimizations, although Dr Lebby did tell investors LWLG was now in "demonstration phase"
My contention as expressed previously would be to get a Transceiver development partner agreement in place asap, and as part of the agreement offer 10% Investment stake for $20 million which would instantly value LWLG at roughly $3/share, and I'll bet the market would trade it well above that price, Inversor as you said here >
If Mark Smith was running this company it would have hit $5 already.
Now I know everyone will jump all over me for wanting to do such an undervalued deal, but I still also contend that the correct valuation at the current states of development is as I have set out previously >
LWLG - CONSERVATIVE Potential Buyout PPS estimates
IF, and I emphasize IF, a buyout offer were to BE EVEN ENTERTAINED by the LWLG BOD a MINIMUM OFFER >>
1) as of today's developmental progress & IP = PPS $3 to $5 (200-300 Million)
2) Beta 25Gbs proto & customer evals = PPS $5 to $10 (350-700 Million)
3) 25Gbs commercial & 50Gbs Beta = PPS $10 to $20 (700 Million-1.4 Billion)
So with a 10% stake sold to a giant company, think Google, Amazon, Intel, etc, that still leaves 90% for investors at a much higher fully developed valuation a couple years out, and it also instantly ends the "gaming" of the PPS LWLG is continuing to experience
My hope is that Dr Lebby is already well in the process of making this happen, but at this time he cannot reveal these workings with investors, this is extremely plausible, oh, and don't forget LWLG already has financing in hand into 3rd quarter 2018, so the wild card is the timing of when Dr Lebby shuts down further "tapping" of current LPC Agreement as other deals solidify
Remember what Dr Lebby told investors in closing >
We expect 2018 to be even more exciting than 2017. We think it is definitely time to fasten your seat-belts as we mature our polymer technology platform from the prototype stage to commercial
http://lightwavelogic.com/profiles/investor/R...&G=914
As always, still a believer & still keeping the faith!
At the ASM investors were told that having the 50Gbs alpha device and a 25Gbs demonstration device would "open the floodgates" of interest from the giant Datacenters, and Chip development companies, ok, so we have the 50Gbs device showing the scalability already, and a 25Gbs device is now packaged, it still undergoing final optimizations, although Dr Lebby did tell investors LWLG was now in "demonstration phase"
My contention as expressed previously would be to get a Transceiver development partner agreement in place asap, and as part of the agreement offer 10% Investment stake for $20 million which would instantly value LWLG at roughly $3/share, and I'll bet the market would trade it well above that price, Inversor as you said here >
If Mark Smith was running this company it would have hit $5 already.
Now I know everyone will jump all over me for wanting to do such an undervalued deal, but I still also contend that the correct valuation at the current states of development is as I have set out previously >
LWLG - CONSERVATIVE Potential Buyout PPS estimates
IF, and I emphasize IF, a buyout offer were to BE EVEN ENTERTAINED by the LWLG BOD a MINIMUM OFFER >>
1) as of today's developmental progress & IP = PPS $3 to $5 (200-300 Million)
2) Beta 25Gbs proto & customer evals = PPS $5 to $10 (350-700 Million)
3) 25Gbs commercial & 50Gbs Beta = PPS $10 to $20 (700 Million-1.4 Billion)
So with a 10% stake sold to a giant company, think Google, Amazon, Intel, etc, that still leaves 90% for investors at a much higher fully developed valuation a couple years out, and it also instantly ends the "gaming" of the PPS LWLG is continuing to experience
My hope is that Dr Lebby is already well in the process of making this happen, but at this time he cannot reveal these workings with investors, this is extremely plausible, oh, and don't forget LWLG already has financing in hand into 3rd quarter 2018, so the wild card is the timing of when Dr Lebby shuts down further "tapping" of current LPC Agreement as other deals solidify
Remember what Dr Lebby told investors in closing >
We expect 2018 to be even more exciting than 2017. We think it is definitely time to fasten your seat-belts as we mature our polymer technology platform from the prototype stage to commercial
http://lightwavelogic.com/profiles/investor/R...&G=914
As always, still a believer & still keeping the faith!
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