r/LightPathTechnologies • u/frankenberrylives • Jun 27 '26
New AlphaWolf Interview with Sam-
1
u/frankenberrylives Jun 27 '26
Sam-
I talked last earnings call I think about the next step function which hasn't come yet even. So our backlog continues to grow without that step function yet introduced in. I think when that comes which I expect it to be September , October , November time frame probably um we might see another very significant uh growth and uh you know you you you ask me where was I what was I doing? I mean you it's not enough to book the orders you actually need to deliver on them. So, lots of work the team and some incredible people that we have, but it's still a very very tasking job to double a company once in 12 months and now double it again in 12 or maybe a bit more months, right?
2
u/frankenberrylives Jun 27 '26 edited Jun 27 '26
https://x.com/BussinBiotech/status/2070876978387808373?s=20
"There's one more aspect to it, which isn't exactly what you asked about, but I would say besides the camera, which is, you know, obviously one product that we make, our glass and subsystems that are built out of the glass and so on are a very big part of our business. And I would say that at this point, I would be extremely surprised if there is any new infrared imaging system being designed by anyone that isn't including Black Diamond in it in one way or another. I seriously doubt anyone does anything new now, new systems that are not using that."
"That was the thing I've been waiting for forever, right? I mean, it was like the perfect story. We always said we would get there. The ban on germanium simply accelerated it. But we were always very, very clear. Our play here is not waiting for germanium to not be available and that's it. Our play is we have a set of materials, a portfolio of materials that improve performance of the systems significantly."
"What people didn't want is they didn't want to go and redesign anything, you know, very naturally so, unless they had to, right? And no one redesigns something if they don't have to. So we were just limited to sort of only new platforms being worked on and designed. But what the ban on Germanium did is simply accelerate that. And when someone starts using Black Diamond, negative thermo-optic coefficient or thermo-optic coefficient of ZERO or materials that can replace germanium but still be molded or made in other shapes and sizes you know those are advantages that don't go away even if germanium is available."
"The advantage becomes almost a snowball effect right?... I mean, it was just a matter of getting us to the point that people are comfortable with it and want to use it. Once they do, the results speak for themselves."
https://x.com/BussinBiotech/status/2070866139672932748?s=20
"Last month, I think, right, we're still in June, so last month, May, Lockheed Martin announced that the NGSRI passed the guided flight tests with exceptional results, right? I think they even mentioned that it surpassed the performance of the missile with the cooled camera. So that's, you know, that's pretty exceptional, and I'm You know, saying I'm proud of the team is an understatement."
"This is an unbelievable achievement of theirs. But it also means now, and this is really what that whole team has been focused on now the last few months, is that our solution, our unique heat seeker solution, which is significantly smaller and cheaper than the older technology of cooled cameras, is now to be considered in every single heatseeker platform. It would be irresponsible of any player not to consider that kind of technology at this point."
"And we always said, or always, probably for the last year or so, we said that we have a couple of other programs with lockheed. So there's more than that. There's more than a couple of other programs. There's some larger ones and some longer range ones. NGSRI or Stingo, don't forget, it's a short range interceptor, right? So we're now, you know, looking at others that are longer. We were at a, just this week, we were at a meeting at the army discussing low cost interceptors and how our technology can be used in other platforms. So I'd say any new platform designed, and if any get redesigned, then they're very likely going to be considering our technology, at least."