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

$LPTH LightPath is preparing for a significant increase in manufacturing volumes. Current drone optical assembly capacity is just under 10,000 units per month, with plans to scale to several tens of thousands monthly within the next 12 months. Rubin also sees potential future demand requiring capacity of up to 100,000 assemblies per month. Automation investments are progressing, while new BlackDiamond-based infrared cameras, compact Kestrel cooled cameras, and long-wave zoom systems are expanding the product portfolio. Importantly, Rubin emphasized that the entire $132.9M backlog consists of firm, funded orders with agreed delivery dates. He attributed the recent revenue shortfall primarily to supply-chain delays and expressed confidence in fulfilling approximately $110.8M of scheduled deliveries over the next 12 months.

$LPTH Record Backlog of $132.9 Million, Up 54% Year-Over-Year; Revenue Increases 38% to $20.8 Million as Gross Margin Expands to 41.4%

$LPTH Gross Margins: Management expects gross margins to remain above 40%, supported by a growing mix of higher-value cameras, modules, and optical assemblies. Supply Chain: Delays involving motors, externally sourced G5 optics, electronics, and detectors affected Q1 revenue. Motor availability has improved significantly, alternative suppliers are being developed, and inventory has increased. Rubin expects substantially better supply-chain control in Q2, although risks remain. New Infrared Products: Compact cooled cameras and long-wave infrared zoom systems target drones, aircraft, remote weapon stations, and laser-based counter-UAS systems. Initial products are available, with approximately $1–2M currently represented in backlog.........

$LPTH An incredible story unfolding, led by a CEO we can trust. This current insecure market will do what it wants, but in time the success will very much reflect IMO. Very bullish!

$LPTH solid earnings. Rev estimates were $21.9m. Met on EPS estimates and really strong order growth. Interested to see how call goes and what they say about higher margins, ngsri, OSC potential funding and future estimates. Hopefully market focuses on the growth story.

$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 the message is clear, we are growing. If I was short, I’d have to think through if Lpth is more likely to increase in value or decrease. We’ve already dropped significantly and if we crush our backlog and grow, we exceed analyst expectations. Which side is executing. My bet is on Sam and team.

$LPTH we probably get smoked because apparently I desecrated a native american burial ground or something in the last month...but price action between close and release is impossible to interpret

$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 More bullish news for LightPath (earnings today), $AVEX (earnings tomorrow) $HAWK (earnings Thursday) and $AVAV $ONDS (earnings Thursday). US vows to speed up deployment of counter-drone systems to address threats | Reuters https://share.google/HpulPQ1KEo0sx0zKe

$LPTH last year was also a bad Q3 for me , lots of my stocks went down on Q3 , but then i did 100% return on the year . Yeah just be patient when companies do a good year , Q4 is the moment of reward

$LPTH silver lining on today’s earnings… Won’t be difficult to beat this next year imo — whereas Mag7 and AI infra names have a high bar

$LPTH just read the highlights of ER. Looks solid, but will need to be patient. 20% backlog increase not gonna do it 76% rev growth in key product line not gonna do it either.

$LPTH these are great earnings…. Waiting to hear what the execs say on the earnings call. This reinforces the long term buy

$LPTH LightPath earnings tomorrow, strong growth expectations and price still heavily compressed, followed by $AVEX ON Wednesday and $HAWK and $ONDS on Thursday. Big week ahead 👀

$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.