๐Ÿ“‹ No-revenue R&D partnership between LWLG and TSEM with massive dilution vote from 45m to 95m shares in 2-3 weeks

medium convictionFirst mentioned Mar 13, 2026

No-revenue R&D partnership between LWLG and TSEM with massive dilution vote from 45m to 95m shares in 2-3 weeks. Author is negative on LWLG due to dilution and lack of revenue.

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$11.46
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entry Mar 13, 2026
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openedMar 13, 2026

LWLG is too speculative given its market cap, even with TSEM integration. The author prefers better risk-reward names like Soitec.

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updatedApr 16, 2026

LWLG appears overvalued at $1.8B compared to peers like Shunsin ($1.4B) and SIVEF (1/3rd valuation), suggesting institutional money may have misallocated based on a test agreement.

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updatedApr 16, 2026

Foxconn's optical arm Shunsin, which serves NVDA's supply chain, is valued less than the development trial between LWLG and TSEM, suggesting LWLG and TSEM are overvalued.

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updatedApr 25, 2026

No-revenue R&D partnership between LWLG and TSEM with massive dilution vote from 45m to 95m shares in 2-3 weeks. Author is negative on LWLG due to dilution and lack of revenue.

source โ†—