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

$LPTH once the defense/drone sector escapes its own bear market, this stock is going to rip faces off to upside. Long

$LPTH unusual strength in sector that continues to mostly experience pain. Probably means imminent rugging inbound. Long

$LPTH so much near term potential. Market moving away from Germanium, LMT ramping missle production, G5 release, border investments, SBA fast track investments for manufacturers, NGSRI potential, golden dome advancement, Anduril partner, CLEAR selection, OSC potential and the list goes on. We are onto something.

$LPTH Drone names continue uninterrupted into the abyss. Probably means this one is going quite a bit lower unfortunately. Long

$LPTH Reading OptimusDelta’s analysis, one manufacturing advantage of BD6 stands out clearly. A germanium optical element generally requires hours of individual single-point diamond turning, while a precision-molded BD6 lens can typically be produced in an 8–15-minute molding cycle—with multiple lenses potentially made per cycle. At scale, this can mean tens of thousands of machine hours for 10,000 germanium lenses versus only a fraction of that time for molded BD6. The real advantage is therefore not only material availability or cost, but the ability to scale infrared optics to high-volume defense production. These figures are industry estimates, not officially disclosed LightPath cycle times.

$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 I think the market is underestimating the importance of LPTH’s customer diversity into the neoprime missile manufacturers. As Sam said recently, the neoprimes (he specifically mentioned Anduril) like to move fast. The neoprimes as a whole have been able to go from initial contract to production stage 2-4x faster than the legacy primes and once ramped have a much higher volume potential. Example: framework agreements were signed with Anduril in June for their Barracuda cruise missile and 500 units are scheduled to be delivered in H1/27, just 1 year later. The barracuda costs 30% less, requires far less tooling and man hours and has 50% fewer parts. The neoprimes prioritize manufacturing capability over high end, exquisite designs. If you look at warfare historically, the side with the most weapon capacity usually trumps the side with the best technology. I think the neoprimes will pose a threat to the legacy primes going forward so it’s good to see LPTH straddling the fence.

$LPTH The sell-off has been ongoing since May 26, and the stock now appears extremely oversold at these levels. This could increase the likelihood of a technical rebound.

$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 In its AUSA 2026 wrap-up, LightPath highlighted that its products were featured in multiple customers’ systems across the show floor. Its AUSA portfolio included redesigned G5 MWIR cameras with BlackDiamond optics, the compact cooled G5 Kestrel COMPACT185 camera, germanium-alternative LWIR zoom lenses, compact LWIR seeker technology and the CST Omni passive infrared sensing system for counter-UAS applications. Seeing LightPath technology integrated into customers’ systems is an encouraging sign of its role in the defense market.

$LPTH there will be a lot of reinvesting to scale up, but once the correct production volume is reached. Then the positive cash flow will start to flow and the rerating will be massive. All that with low risk because the company has massive backorders and no debt.

$LPTH There is nobody around on this board anymore because everyone who would capitulate is already gone. The stop losses have already been hunted down. There are no more longs left who are willing to sell to supply the volume needed for shorts to cover. Should be mostly up from here, not much longer to wait for a rally in my opinion.

$LPTH World peace is likely to break out at any moment. Nobody will need to stockpile missiles or counter drone defense systems anymore. Trump is going to win the Nobel Peace Prize. Iran is going to surrender and beg for forgiveness. China and Russia are going to sell all of their military hardware and build rollercoasters instead. Don't buy LightPath unless you like making money! I myself prefer to live in a trashcan.

$LPTH With Palmer Luckey, the founder of Anduril, being one of the heads of Project Meridian and tasked to help decide the future of the U.S. military, I suddenly feel better about Anduril being a key customer.

$LPTH I get the sense that there are no longs left in the stock willing to sell for $10. Almost none of this stock is in the hands of retail investors, and there's only a handful that haunt this board. It's nearly all institutional longs who have done their research and see the growth and the unique position this company is in, and they are willing to hold and wait for the market to catch up. There will be a catalyst in the near future which puts the spotlight back on it and when that happens it will soar.

$LPTH I have an UNCOMFORTABLY large position here now Hope that was bottom but who TF knows lol

$LPTH Uh oh shorts, doesn't appear to be going down anymore. Try not to trip over each other while covering.

$LPTH Just the two C-UAS orders from this one customer in the last 11 weeks equals 52% of last years total corporate revenue from all sources.

$LPTH Patience pays! Added back 200+ more trading shares @ $9.55. Holding 10K forever core shares @<$1.50 for THE story to play out. Go Sam and team $LPTH!!!

$LPTH anyone else join the millionaires club yet? Or you all still falling for the smokescreen of goodnews like some amatures