Key insights
- LightPath Technologies (LPTH) may benefit from the looming germanium shortage due to export restrictions imposed by China and Russia. As a key component in military technology, particularly in programs like the F-35 fighter jet, germanium scarcity could drive demand for LPTH's services. Insider buying and low dilution suggest potential long-term upside, though the impact will likely be gradual.
China and Russia basically have a stranglehold on germanium now, which is a nightmare for military tech since we need it for everything. China's export ban hits this November, and even right now, there are super strict rules about NOT using it for military stuff.
I think thay due to the naming of the company this ones gone under the radar becouse a google search returns a fiber optic internet company and not the company LPTH.
They also work with the D.OD. have backorders for years, and work directly with f-35 fighter jets to strip and replace germanium for upgrades.
Likely a slow burner with a huge upside in the longer term. Very low dillution and insiders buying back shares. This is the turning point.