Jul. 2 at 4:42 PM
$LPTH is a likely candidate to have the U.S. gov’t invest strategic capital to ramp production or even take a gov’t stake in the business. Why? Because they have an exclusive license to a technology that allows them to build multispectral cameras and sensors without the need for much of the rare earth Germanium, which is in short supply since China restricted export. Their products are used as components for systems critical to national security such as missiles, counter drone/missile systems, military optics, and border surveillance systems, space communication, directed energy, etc. This gives them an edge against their competition and is causing numerous defense contractors to redesigned their products to use LPTH as a supplier. The war in Iran has the US scrambling to replenish a depleted stockpile of missiles, and also to acquire counter drone systems to fight Shahed style drones. LPTH's technologies are the solution to bottlenecks in the production of many high demand products.
