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So a 22%+ return for the week on no news. Not bad at all. And we know news is coming. Design wins, plural. More than just entry into the mainstream of photonics integration, but at the forefront.
This week has primed the pump, now it’s up to the company to make things flow. What would be great would be to see a steady climb week by week and an acceleration driven by the successes we anticipate. We are on track and samples are moving into the hands of our customers for final evaluation. Exciting times.
https://www.quora.com/What-is-design-win
They have multiple design wins imminent as samples are being given to customers for final evaluation. These samples are specifically designed to customer specifications as “good to go” final product. Alphas allow for minor modification, betas are post modification.
You lose, but close. Check out TSNP/HMBL bought in early December, then FORW, bought in early January. Two horses bought at sub pennies. But look what has happened since. Knowing when to take profits is every bit as important as knowing what to own, and when.
I’m not bashing LWLG, missed out on this run. I’m just saying almost every stock that runs tends to overrun, especially those with no revenues or forecast.
LWLG has great technology and may well double, triple and more, but until it gets to orders, market players will take advantage of people who fall in love with the stock. Be prepared for wild swings. Good luck!
Based on where they are today, and largely due to LWLG’s great 600%+ run, I think POET share price has greater % upside. I like the potential and the prospects for both of these, just saying it’s ok to trade, especially when it’s all in tax free or tax deferred accounts.
Easy answer, when volume dries up, alerts get triggered and shorts pounce. The coming holiday weekend and the enormity of the run made this inevitable.
Best to have two horses to ride in these instances, was suggesting a switch to the other one (POETF) two days ago.
It’s been a great run, but the easy money is done here, does not mean the company is done, not by a long stretch, but it’s need to find its level and I’m guessing it will settle at $1 billion market cap tops over the coming weeks.
Nothing will run again until after the 5th.
Hey, it’s July, sample month is here! Customers will test drive their new OI driven products. They are going to love it, and buy it. The industry is waking up to a new standard that will drive innovation and growth over the next decade.
The applications for the POET optical Interposer are still in their infancy. We will look back and laugh at our good fortune.
Hey proto, no, they have not announced a supplier and as of May, were still shopping.
I don’t think they will partner with LWLG on the first iteration of products, I think they will go with already IEEE standard (if that applies) components, and once the OI is known as industry standard they would partner with LWLG to enhance the modulators in a 2.0 model.
I believe this because pricing is king in the 100/200g market going forward and performance will be king in 400/800g where I suspect the combination would really make its mark.
Long shot: testing a LWLG product now to include, which is why no supplier has been named. But I think both companies will not want their product associated with the other until they are independently successful and deemed reliable.
Grab your shares, it’s time to move up. LWLG’s move is the best news POET investors have seen in years, it legitimized a $5+ valuation for POET, which is much closer to big $$$ and big deals with the largest data/coms in the world.
$POETF Commercialized, largest data/comm companies engaged. Downside minus 10 cents, upside +$10. Customer samples en route, orders next. Fuse lit yesterday, look at LWLG then think bigger.
Thanks Freextyle for that, I’m just catching up here.
Something to consider:
It will be 3 years in November since POET announced their engagement for developing optical engines with NRE of $3 million USD received. Since we have not seen an announcement of any NAT1 partners for anything (other than LightBar?), is it possible that POET has an agreement in principal with the NAT1 that spans all of its data/comm applications outside of those exclusive ones you mentioned under Sanan?
Per the November 2018 release, “The orders include sales and development contracts with a value in excess of US$3 million (CAD$3.9 million) to purchase current device prototypes, to develop and provide increasingly integrated optical engine components or to systematically address specific customer integration requirements under paid development programs.”
Is it possible that the sampling in July and September is all for one presumably very large NAT1, which would become a blockbuster announcement when these designs are accepted by them and orders are to be announced?
I’m envisioning a company like Cisco or Broadcom, or Macom announcing that an entire suite of products with the industry’s most advanced optical engines, based on the POET optical Interposer platform, will be rolled out in 2022. It would include all of the 400g devices and light bars, perhaps a hint of the CPO products to come. POET might be described as the supplier, as a partner, or perhaps a co-manufacturer? That would cause a huge boom for the industry and for us.
Biggest gains come by investing before broad investor recognition.
-Multi billion $$ breakthrough technology proven, check.
-Huge industry partnership (SananIC),immense production capacity, chk.
-Industry leader buy ins, products designed, samples pending chk.
-Expansive applications in highest growth tech markets, chk.
-Buyout potential in billions, chk.
And investor recognition hasn’t even begun.
Two revenue streams, 1) NRE - non recurring engineering, typically paid in these early stages. This is nominal , a few million, expect in 3rd and 4th quarter. 2) Production revenue, 4th quarter, this will likely be relatively small in 4q, but it will ramp rapidly through 2022. This will be for 1 or 2 products this year, 3-4 or more in 2022.
Production revenues/orders become additive, you can expect to see them go from, for example, $5 mil to $50 million or more in one year, for a single client, a single product, and these sustain or grow for years as this becomes the dominant technology.
The company, who tends to be extremely conservative, foresees potential for $1 billion in revenues by 2025, $250 million each from 4 product lines/applications. Consider what the price to revenue ratio might be for a company with that type of growth, coupled with high margins.
Heavy buying end of day, multiple articles, Hardy videos, company’s video at OFC. POET has arrived, expect a run with this validation and recognition.
If you have been waiting on the sidelines, the risk is wrung out, this valuation remains low relative to the broad market potential, multiple deals and orders coming this year based on sampling status. Good times!
If it can get over $4.10 today, it will close at $5+. I’d expect a boatload of new money to come in knowing it will close above $4. Might be a battle though.
We are past due proto, I expect a 40%+ move up just on speculation for what they should be discussing.
Great stuff proto, also noted that POET will be a gold level exhibitor at OFC. (h/t to Fairchijisback from Agora who wrote this :
POET is opted for a gold level exhibit at OFC (highest level option). This includes the following options:
· 8 Product Showcase – product names, tagline, description, photo, and URL.
· 6 Press Releases (PDF upload) – post the latest news about your company
· 2 YouTube Video URL – add company YouTube videos to your online profile
POET is in good company in the virtue floor plan with the following companies that also have gold level exhibits in the same aisle. ADVA, MACOM and CISCO. These are companies which we believe have strong ties to POET.
If you are looking for a quick buck, go elsewhere. If you are looking for a realistic opportunity to make 400%+ with a downside risk of 15-20% max and you are patient enough to hold for up to 6-12 months, buy POET. In 12 months you won’t even think of selling. Why?
1. It remains a relative unknown in US.
2. They have a proven technology being embraced by multiple technology segments and major tech companies worldwide.
3. Their “design in” wins will result in orders in the hundreds of millions of dollars, then billions.
4. You can get in before the Nasdaq listing.
5. When it hits US markets, it’s valuation will explode.
6. This WILL all happen over the coming 6 weeks to 12 months.
Buy it, park it, watch it. Enjoy.
Bang bang! what a week strik.
You bet. POET is next, eventually it will explode.
I agree strik regarding timing and the fact that Mika suggested they had no need for capital raise barely a month ago. Still, I do suspect something bigger is afoot and the next 6 months will provide more excitement that the past 6 years.
The NR said the Nasdaq Capital Market, lower requirements, suggesting a minimal ratio being pursued. May be that 5:1 is the high end.
.75s are history. .52s expire late Oct, early Nov. Will be exercised, I would think, sooner than later to reduce the cap gain hit and defer it for when stock explodes.
Ratio would be dependent on their goal. ideally I’d like to see a 5 to 1 with share price over $1 at the time of RS.
The vote is strictly to allow them to pursue RS if they deem it necessary. I doubt they will use it immediately, ideally they will have a flurry of news that will precede it in order to up the share price and follow the RS to generate further interest for new investors.
Nasdaq would be a huge event for them as it is more than 300 times larger than the Venture exchange.
I’m holding what I have, I do suspect POET will be creating awareness and moving stock up before RS. I think they’d like to see it go over a dollar US first. But I agree there will be a point before a big move to allow for adding shares. I’ve done well with FORW (holding strong) RDGL (which I sold half of on Friday) and am holding some cash on the sidelines for whatever I think is going to pop.
Nasdaq will put POET on the map in a big way.
What POET has is going to be huge and I think they will be poised for a very big buyout ($5 bil+) in 2022 after they have production up and running in 100/200g, 400g light bars, 400g receivers and start of 400g transceivers. By then they will have started on co-packaged and AI, and the proof afforded by 100/200/400 will make them a must own technology.
Good luck, I think we are in for a good year in both of these.
This is good news, it indicates strength. They have the goods and the flow of news coming to throw at the big markets now, preferably the Nasdaq. This will get us a billion dollar+ valuation far quicker than waiting for orders, revenue etc on the Venture exchange and the manipulators there.
The Venture market’s total capitalization value is $45 billion. The NASDAQ’s is $11 trillion. 4/10s of 1%. We want US money to flow in, and when they know how POET impacts so many different areas, data/comm, AI, Co-packaged optics, etc. we will be off to the races.
What you and I both want is to see POET overshoot it’s target by 100% or more. A hungry US investment market, starving for new opportunities, will give us just that.
I have no clue strik. I don’t think the Friday thing is a big deal, because we will get proxies well in advance and will pretty much know the outcome before Feb 19. And they don’t need a special meeting to do a RS.
I won’t speculate because I have demonstrated no competency in doing this in the past. But I do think it is very positive just because of where we are and where we are headed.
POET Special Meeting of Shareholders February 19, owners of record January 19th.
No indication of what the meeting or vote will be on, proxies will be sent.
47%, I believe it has in fact been increased to 48%. I don’t put much stock in these numbers, but the JV is essentially a $24 million machine that will produce orders of magnitude of $$$ in optical Interposers. This Sanan agreement is specifically for transceivers only with joint sales of 100g worldwide and 400g in China “region”. POET maintains rights to 400g to rest of world. $250 million in sales by 2025 for the JV alone.
That’s a fraction of single vertical.
POET will have agreements in multiple verticals; light bars, 5G telecom, AI, CPO (co-packaged optics). Markets that potentially dwarf the transceiver market. Billions in potential revenues. And it’s no longer about if, but when, and how soon.
Been asked many times, but not a breath of it yet.
And European partner appears to be Nokia.
https://agoracom.com/ir/POETTechnologies/forums/off-topic/topics/751784-nokia-adds-broadcom-to-5g-chip-supplier-roster/messages/2294829#message
Holding FORW strong, I too love Sharp’s chops, but full bellied in POET as well. Really like where it is finally headed. Some interesting posts over there.
Best to you and yours strik, been a long haul .
Hey proto, it’s happening, some interesting posts on Agora, this one from ITTR. Intel is looking for a solution, POET is like “been there, doing that!”
https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/751738-hey-sulasailor-look-intel-reaching-out-for-help/messages/2294660#message
2021 guys, definitely.
Thank strik, enjoy the holidays and 2021, I think it will be a great year for shareholders. Finally!
New video up here, great explanations, by CEO, President and CFO
https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/751215-video-poet-technologies-hits-52-week-high-as-flip-chip-enables-the-world-s-lowest-cost-and-smallest-optical-engine-of-its-kind/messages/2293211#message
I wish this stock would just go down to 7 cents so we can call bottom and start to climb again.
52 week high, heck it’s really a 152+ week high. Once people finally realize the value of this technology, it will be off to the races. No longer speculation and a steal at these prices.
TSNP
Today looking like a Sharp attack, TSZP, FORW, RDGL all being hammered down.
Good luck strik, I think it’s a great play on TSNP/Humbl. And we should know much more in the first 2 quarters of 2021. Plus I expect a pop up from here as TSNP stabilized again.
That would put FORW at or near a 10% stakeholder in Humbl.