LPTH Lightpath Technologies, Inc. - Ordinary Shares - Class A

$LPTH In my view, LightPath’s competitive “moat,” in Warren Buffett’s terminology, lies in its combination of materials expertise, proprietary manufacturing processes, and optical engineering. The company designs and builds its own molding equipment and tooling, manufactures BlackDiamond chalcogenide glass in-house, and turns that material into precision lenses, optical assemblies, and complete infrared camera systems. Its materials portfolio combines proprietary technology with licensed innovations from the U.S. Naval Research Laboratory. Replicating this combination requires much more than purchasing machinery: it requires materials knowledge, precision tooling, process control, coatings, and customer qualification. This vertical integration can reduce manufacturing costs and supply-chain dependence while allowing LightPath to retain more of the value it creates, supporting stronger margins as production scales.

$LPTH If LightPath’s previously shown precision glass-molding line can produce approximately 300 lenses per hour, manufacturing 50,000 lenses would require about 167 operating hours, or roughly 21 eight-hour working days. Allowing another 5–10 working days for coating, inspection and finishing, part of the related revenue could appear in the next quarterly report—provided the completed assemblies are delivered and accepted before quarter-end.

$LPTH massive production expansion going on across all LPTH facilities. Visimid, G5, Amorphous, Orlando…all of them. Visimid is going from a <10K sq. ft. facility to a 90K sq. ft. facility so nearly a 10x increase. Amorphous Materials is going from a 10K sq. ft. facility to a facility capable of 60-90K sq. ft. of useable space. G5 expansion will accommodate a 4x production increase and this still won’t be enough. 🫪

$LPTH Drone names continue uninterrupted into the abyss. Probably means this one is going quite a bit lower unfortunately. Long

$LPTH All these bears showing up pointing to the chart going down over time are late to the party. They're no smarter than a bull that shows up to buy at the top of a rally. Where were they at $18 or anywhere along the way down?

$LPTH After watching the entire video, I would highlight eight key takeaways that could significantly impact shareholder value: G5 production: Camera manufacturing is approaching 4x its previous annual production rate. Massive capacity expansion: Major manufacturing expansions are underway in Orlando, Texas, New Hampshire, and Latvia. FPV drone optics: Orders already involve tens of thousands of optical assemblies, driving investment in automation and high-volume production. BlackDiamond advantage: Restrictions on Chinese germanium and defense optics could significantly strengthen LPTH's competitive position. Satellite opportunities: Sam Rubin expects potential design wins and orders within approximately one year, followed by meaningful revenue roughly another year later. Strong capital discipline: Management recently rejected two major acquisitions considered overpriced, preserving cash for better opportunities.........

$LPTH Markets can create opportunity when there is blood in the streets such as now. LightPath’s fundamentals remain exceptionally strong and continue to improve. We are near the end of the September-October stretch that has weighed on small caps. To me, these levels are a gift for patient investors. We all know what Sam Rubin said about current prices, “If I wasn't in a blackout period, I'd be out buying stock now like crazy.” Enough said!

$LPTH I find it encouraging when the trolls materialize from thin air and start trash talking the stock like they're experts but they clearly haven't done their due diligence, or even have the reading comprehension of a middle schooler.

$LPTH .. dont worry, we just sell to a few local small businesses like Lockheed Martin, Anduril, Spacex, and some others.

$LPTH on today’s conference call Lockheed management highlighted the fact that the F-35 deal for 850 planes announced today does not include sales to allied countries. “This agreement solidifies the path to 850 U.S. aircraft over a 10‑year span which will be further augmented by sales to our allies, achieving a total production at 156 aircraft per year for 10 years”. So not 850 planes over the next 10 years but actually 1560, including allied country shipments, over that period. There are 1375 F-35’s operating in the world currently so these shipments would more than double the number shipped to date since 2011. LPTH infrared optics are in the F-35

$LPTH so much near term potential. Market moving away from Germanium, LMT ramping missle production, G5 release, border investments, SBA fast track investments for manufacturers, NGSRI potential, golden dome advancement, Anduril partner, CLEAR selection, OSC potential and the list goes on. We are onto something.

$LPTH I hear the arguments about generational wealth & the lengthy military development, qualification & procurement cycles. I don't dispute any of them. But those same arguments could have been made at $19 when many of today's opportunities were considerably less developed. Let's stop trying to rationalize every move or manufacture explanations for the stock's performance. Perhaps it got ahead of its valuation at $19 just as it may be substantially undervalued today. The selling pressure is undeniable and the stock will find its bottom in due course. My LT conviction remains as strong as ever. As long as mgt continues executing & translating opportunities into sustained financial growth, I believe the market will eventually recognize that progress. At what valuation & on what timetable remains uncertain. Conviction in the business doesn't require defending the stock price at every turn. We can remain bullish on the future while acknowledging the disappointing reality of the stock.

$LPTH If the AI sector could stop causing mini market corrections every 5 minutes that would be great

$LPTH this market is psychotic right now. No room for error or you get punished. We need to blow out expectations and I hope Sam and team have the Q1 numbers to match their messaging.

$LPTH 50K optical assemblies from one customer? Gauntlet II of Drone Dominance Program is 60K drones in total from multiple vendors. These shipments must be for more than just the DDP?

$LPTH World peace is likely to break out at any moment. Nobody will need to stockpile missiles or counter drone defense systems anymore. Trump is going to win the Nobel Peace Prize. Iran is going to surrender and beg for forgiveness. China and Russia are going to sell all of their military hardware and build rollercoasters instead. Don't buy LightPath unless you like making money! I myself prefer to live in a trashcan.

$LPTH couldn mt get sub $6 yesterday. But got filled on the big add at $6. Grateful. Such a whacked week/month/year.

$LPTH Just thought I'd share an interesting development worth keeping in perspective. 5N Plus announced it's already converting germanium-bearing feedstock into metal and products, with planned annual capacity of 20 metric tons expected in 12–18 months. While this could help ease germanium supply constraints down the road, I don't see it materially affecting $LPTH's near-term opportunities, particularly with critical sourcing and design decisions already underway. More importantly, increased germanium availability doesn't eliminate BlackDiamond BD6's advantages, including lighter weight, manufacturing efficiencies and reduced dependence on germanium. The long-term investment thesis remains exceptional!

$LPTH I have an UNCOMFORTABLY large position here now Hope that was bottom but who TF knows lol

$LPTH Uh oh shorts, doesn't appear to be going down anymore. Try not to trip over each other while covering.