Poet Technologies Inc (POET)

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2019 Forecast - In connection with the filing of its base shelf prospectus, the Company has estimated that its revenue will increase materially to a range of US$8 – 10 million for total revenue in the fiscal year 2019 beginning on January 1st. Gross Margins are also expected to expand as the relative proportion of NRE to product sales increases. NRE is typically higher gross margin for the Company as existing engineering and operational resources are not allocated to individual projects.

POET’s Chief Executive Officer, Dr. Suresh Venkatesan, commented, “We are making solid progress in expanding sales of our sensing product lines and improving our development and operational capabilities across the board. We remain on track for introducing Optical Interposer-based products in the first half of 2019, now to include both receive-only and transmit-receive solutions. We are most excited about the opportunities resulting from our recently announced orders from data and telecommunications industry leaders, as they represent significant customer engagements with meaningful near-term and long-term growth potential. These customers were won over by the benefits of POET’s Optical Interposer solutions to reduce cost and power consumption while at the same time improving performance. We will provide increasingly integrated components to these customers, beginning with lasers and detectors on the Optical Interposer platform, and we expect multiple versions of these components to be included in our customers’ product offerings. Our ability to deliver disruptive cost reductions to our customers for production contracts, enabled by our innovative Optical Interposer technology, was key to winning these orders. We believe that we are working with more highly-strategic customers than ever before, positioning us for growth and the realization of our strategic objectives.”

https://finance.yahoo.com/news/poet-technologies-reports-third-quarter-221358789.html

Ok, so I get the idea that they are not forecasting any sales of the Optical Interposer / ROE / TROE (yet) in 2019, I believe they are forecasting ultra-conservative here, and I bet when discussed tomorrow the door will be opened for upward revision "as orders materialize"