OptimusDelta

Updated $LPTH financial model - 2 weeks later and w/ PPS 16% lower Parameters of model estimates are within the linked post. In about 15 weeks will remove the top line of model as we start to move our forward price to sales from 2026 revenue to 2027 revenue. We should have 2 more earnings reports disclosed or within a week of that by then. Upside for next year PPS remains unchanged at ~$24 (this excludes any excessive excitement over a NGSRI win that the market would impart) - no metrics are new on the model aside the current value of the stock. With the lowered stock price this would imply ~120% upside from here Caveats - a) the PPS can go much lower than it is today near term b) the company may miss my 2027 revenue estimate of $155M c) the market may not value the company at forward price to sales of 12 (this valuation metric has been surpassed repeatedly in the recent past) d) the 10% share dilution (77M from 70M) may be understated I think (a) and (d) are the most likely to trigger p.s. I have a similar model for $UMAC but my numbers look ludicrous for 28 & 29 so I'll keep those to myself for a while, maybe until we see the scale of the next component order and probably just do 2028 and keep 2029 for farther down the road.

$LPTH Maybe it would help if Sam bought another 180 shares on the open market.

U.S. SPACE FORCE AWARDS L3HARRIS CONTRACT TO PRODUCE 18 AMDT3 ADVANCED TRACKING SATELLITES FOR MISSILE DEFENSE; TO BE MANUFACTURED AT INDIANA AND FLORIDA FACILITIES

The world wants me to die. My incurable disease diagnosis became global news. It was omnipresent on social media and 1,900 articles were written in a matter of days. Many were saddened. However, joy dominated the commentary. People pointed to schadenfreude, the pleasure of another's failure. Yes, there’s that. There is a special place in people’s hearts that loves to see others fail, especially when that person’s presence threatens their own psychological stability in some way or helps them feel better about themselves. But, if you look over the social media commentary about me, you’ll see that pattern: “he deserved it.” I deserved it because I challenged death. The crowd was running a deeply rooted psychological script that represents the oldest, most deeply embedded stories of human culture. This was the first story ever written down, 4,000 years ago. Gilgamesh sought eternal life after losing someone he loved, only to have the plant of youth stolen by a serpent as he bathed. Leaving him to accept his mortality. Asclepius became so skilled at rejuvenation that he raised the dead. As punishment, Zeus struck him down with a thunderbolt to enforce life and death authority. This is the story of Jesus. Pontius Pilate offered a choice between a thief and the immortalist, and the crowd demanded the execution. People need this story conclusion to keep themselves sane. The challenger must lose and the loss must appear deserved. It’s a shield of self preservation. For if death is inevitable, their existence and that of their loved ones is justified and unavoidable. If death is not inevitable, nothing about their reality is safe. I occupy the same philosophical and archetypal position as Gilgamesh, Asclepius and Jesus. This statement will draw outrage and accusations of blasphemy, hubris and narcissism. Nevertheless, it’s the pattern that has repeated itself for thousands of years. Death has been the omnipresent concern of the human race. It encapsulates our greatest fears, joy and curiosities. The discourse around it changes over time; however, the fundamentals remain unchanged. What’s different about this moment, that is unlike any other moment, is that physical death may no longer be inevitable. What if I didn’t deserve it? And what if I am your ally, and not a threat?

Jump out of a plane today. Ideally with a parachute. You’ll feel a lot better.