China and Russia basically have a stranglehold on germanium now, which is a nightmare for military tech since we need it for everything. China's export ban hits this November, and even right now, there are super strict rules about NOT using it for military stuff.
I think thay due to the naming of the company this ones gone under the radar becouse a google search returns a fiber optic internet company and not the company LPTH.
They also work with the D.OD. have backorders for years, and work directly with f-35 fighter jets to strip and replace germanium for upgrades.
Likely a slow burner with a huge upside in the longer term. Very low dillution and insiders buying back shares. This is the turning point.
LightPath and the Germanium shortage LPTH
byu/Thebaxxxx instocks
Posted by Thebaxxxx
1 Comment
interesting… I think based on their earnings call and what I’ve been looking into – it definitely has upside and a ton of potential, especially with the margins increasing and the backlog of orders that they have.
My real question and what I’m not able to discern is if upper management or C suite is going to be able to address their current bottle necks and really ramp into the next few years