Poet Technologies Inc (POET)

[Xrouter]

Looks to me that what is about to happen if Poet’s management plays their cards right is FOMO. I’ve seen it more than once and have participated in it a very few times makin $$$$. I think it happened with LWLG ( which I used to trade under a buck years ago). I think Poet is about to see it soon, just got to have good timing. The Market makes 0 sense so we can see anywhere between $5 and $20 plus on the FOMO, and then we’ll settle. Just my thought, but seeing it first hand before, I definitely think we will see it with POET, unless management drops the ball

[Monksdream]

POET in the Baechart 100

[20stockman20]

I agree

[KCCO7913]

My comfort level here will be greatly increased if it turns out they sold a few million+ shares this week via the ATM. To me this whole thing seems coordinated, and seeing upwards of $10 million raised would confirm that. If the ATM was not used significantly, then wow, what a wasted opportunity.

This won’t get them enough cash for mass production, but it’ll get them through 6 months comfortably without having to prematurely sell a portion of SPX or do another dilutive (warrants) private placement.

POET branded module sales slated for second half of 2025 and I don’t doubt they’ll find buyers. The optical engine sales don’t mean much other than validation the technology works. Those sales don’t benefit POET with revenue.

Management has no room for any errors at this point if they want to ensure that their shareholders see a meaningful return on their investment.

[Telling you there’s a chance]

I think they need to convert engagements discussions interests and whatever the heck else they want to use to quantify customers, they will eventually need them be signing an NRE, licensing or sales agreement that will erase all doubt to the company’s viability and place in this burgeoning market.

I do think as things get more complex and the room to operate gets tighter with more heat being generated, Poet will shine, hopefully they sold some ATM shares to give them the cushion to get there. They also need to communicate their strategy to the new eyeballs all over this company right now wondering what the hel did they just buy.

[thirdrail]

I know many here are traders, but you should try to understand what this company has done, and if you do, then a portion of your trading money should be to buy and hold POET Technologies. The technology is complicated, but they have changed how things are going to be automated at chip level and beyond that, their optical engines are the bomb and they are ready to SCALE production in the 800GB 1.6T and 3.2T speeds. The HYPERSCALE data centers will be using this along with its AI applications. The ability for POET to passively attach high power CW lasers on its optical interposer at wafer scale enables the use of single known-good laser chips and eliminates the need for laser arrays which can be cost prohibitive for high-volume applications. The POET team has worked closely with a company called Celestial AI to define a low-cost packaging solution that is up to 75% lower in cost than competing solutions and is highly scalable for the volumes that Celestial AI is projecting. Celestial AI will make their fortune on optical interconnects. POET will make you a fortune providing the light to do that. Celestial AI alone will get POET there, but they are not going to be POET's only customer either. Enjoy your weekend.

[20stockman20]

IMHO POET is like a hot air balloon , keep the hot air coming and it will keep rising.

[Xrouter]

I hope so too. But that’s given those Bozos maybe too much credit for having anIQ high enough to do that

[allwillbewave]

You are well read and up to date as usual! 😂

It remains to be seen if Poet will become a significant player in the photonic packaging space.

Cheers

[KCCO7913]

I think the best news we can get next week is that the company raised $5+ million this week with all this volume.

[Xrouter]

I’ll be buying next week at around a dollar. All these eyes on our little “GEM” would of liked a puffed up news release, but nooooooo!!! What else would we Xpect from these peckerheads.

[KCCO7913]

Thank you for sharing that paper. I'll read it with my second cup of coffee this morning lol.

I quickly dug through my stash and found some others on the topic.

https://www.mdpi.com/2227-9717/10/11/2342 - Design, Manufacture and Assembly of 3D Integrated Optical Transceiver Module Based on an Active Photonic Interposer

https://opg.optica.org/oe/fulltext.cfm?uri=oe-32-1-40&id=544663 - Low-loss and broadband wafer-scale optical interposers for large-scale heterogeneous integration

https://opg.optica.org/jlt/abstract.cfm?uri=jlt-41-4-1152&origin=search - Beyond CPO: A Motivation and Approach for Bringing Optics Onto the Silicon Interposer

https://opg.optica.org/abstract.cfm?uri=cleo_si-2023-SM1H.3&origin=search - Integrating Nearly-Indistinguishable Quantum Emitters onto a Photonic Interposer

Some are more relevant than others, but you get the point.

ASTAR/AMF had a really interesting paper with their electronic-optics integration method. FOWLP. They built an 8x200 1.6T engine on their manufacturing line and claim it is cheap and ready for high volume. I'll post a link to that paper when it becomes available. Usually within a couple months after OFC.

Now...what do the foundries like Tower, GFS, etc. have on this subject? I think the big boys won here. Even Broadcom has monolithically integrated MUX/DEMUX...something POET had touted that they're the only ones to do.

Slightly off topic but I'd really like to know SPX's plans for a permanent manufacturing facility. Right now it is 5,000 square feet of temporary space and that certainly won't cut it for the long-term.

[allwillbewave]

Hi KCC,

Most silicon interposers used in the electronics industry have just used TSV’s to connect electricity to various chips on the substrate.

It’s when silicon interposers start to combine TSV’s with photonic capabilities that it gets more complex.

Here is an example from a paper showing silicon micro ring photonics being used In a photonic interposer application.

Poet as you know uses a different design.

Which one is cheaper and the most effective.
? I sure don’t know.

Cheers



https://cea.hal.science/cea-04225225/document

[gail]

um…. ok then.

[KCCO7913]

Small Potato do you post here as Lab Man or is that Dave with the red airplane?

Anyway…saw your comment about Arista’s slide mentioning silicon interposers.

Not to burst your bubble, but that’s not a reference to POET.

Silicon interposers are already everywhere in foundries and are basically free. IMO that is essentially why POET pivoted to be a module maker because their interposer itself was an expensive alternative to what is already offered. I also believe that same reasoning is what caused Mark Lutkowitz and Dylan Patel to call POET’s technology “expensive”.

Technically POET’s is silicon oxynitride anyway ;)

[macnai]

Another Blog Post from Poet
https://poet-technologies.com/blog/2024-apr-24.html

[KCCO7913]

No clue! Haha

When these new traders get bored and move on. The volume will dry up and when that tide turns is probably a good time to find the exit.

End of May when lock-ups expire is likely to create selling pressure unless the company puts out some banger PRs.

Also, 10 consecutive days over $1.80ish triggers an acceleration of warrants for 30 days which will create some selling. If the volume is gone by then, the stock will get hammered.

[gail]

yup, i find them but dont hold like i should.

[Monksdream]

Missed it

[maheu86]

When is the dump?

[KCCO7913]

Most long time shareholders are still at 50% losses.

That YouTuber sure has some big boy trader followers.

[gail]

damn. got in this morning, got……

….

shook out.. and now its running, lol. congrats to those holding.

[Xrouter]

I Agree. As long as management stays on the sideline and doesn’t kill it with its stupid news releases.

[20stockman20]

FINVIZ take price $3.00

[gladeshawk]

A close above $1.50 would be very positive. Maybe a run to $3.00?

[KCCO7913]

If the ATM is being used I’d guess 750k shares yesterday and probably a bit less today.

So possibly a month or two worth of capital.

[Xrouter]

💩💩💩💩

[XenaLives]

Thanks for the info - in light of the other similar volume spike I can't accept this as being an "organic" move.

[KCCO7913]

Nothing too nefarious. POET recently initiated some marketing efforts and one seems to be connecting with a popular YouTube tech/trading channel. A video was posted yesterday and had a few mins on POET. Actually was a good clip. 300k followers.

What is suspect is that the insane volume today only pushed the price up 20%. Tons of traders in and out all day I think. Probably some fundraising via the ATM, too. Well…hopefully…because POET’s working capital is estimated to go negative within a few weeks.

[XenaLives]

A chart like this can not exist without abusive manipulation and exploitation of non public information...

... IMO of course..

[Monksdream]

Someone is manipulating the price discovery

[gladeshawk]

A runup to about $3 area would form a very nice cup/bowl. Just saying. HAWK

[KCCO7913]

Agreed. They need $10 million ASAP and at least another $10 million raised by the end of the year. That’s bare minimum just to get them to the start of real production of modules towards the end of 2025.

[mackwheaton]

If the CFO has any strategic sense, they NR tomorrow morning a financing strategy that takes them well into 2025.

If only…

[KCCO7913]

Haha convenient.

A paid pump and dump.

[Xrouter]

💩

[maheu86]

Just need a 300-400% day....lol

[mackwheaton]

Any bets on who’s selling (hint At The Moment)?

[KCCO7913]

Major selling going on. This kind of volume should push more than 25%.

[Monksdream]

This company advertised like hell on Investors Hub for months
That’s a lot SG&A down the drain in order to create interest

[maheu86]

I will GLADLY welcome a pump and dump to get out of here with some of my investment back 😂

[KCCO7913]

Good explanation of what the company does. Looks like their new marketing contract is paying off.

Poor souls buying today don’t understand the company is insolvent in about 4 weeks lol.

Not trying to be rude but this is going to be a major pump and dump. Just beware. That video is for traders, not investors.

[Monksdream]

POET

[mackwheaton]

At 6:25, a nice summary of POET by an MIT EE with 300k followers that knows how to talk to investors.

[Xrouter]

💩💩💩🚽🚽

[prototype_101]

Vivek stepping down to Advisory role is NOT good news, it just doesn't smell right, he had been left out of the Options grants, if it were health reasons they should have said so, just doesn't pass the smell test to me

[Xrouter]

😁💩

[KCCO7913]

Hey dear leader, FJ...

How about you do a proper comparison and include SV's options, too.

Salaries across the board are higher at POET.

Also - the 2021 bonuses were well earned considering during the year management's actions took the company from a ~$100 million valuation to nearly a $2 billion valuation. A proper NASDAQ uplist.

[allwillbewave]

Enjoy that scotch!! It’s real! All that matters!

This other dreaming of winning it big on penny tech stocks was always a very long shot.

There is nothing Poet has that others are not doing just a different method. Whatever Poet says they have not signed up the big transceiver OEMs. Ok Adtran, Luxshare and a couple of tier 2
Players. No more interest in their light bar products.

Sorry not much hope Jmo.

[Neophyte2]

They moved last years AGM to avoid what would have been, I'm quite sure, an avalanche of retail investors voting for change after the disastrous financings.

Fool me once, shame on you.
Fool me twice, shame on me.