Poet Technologies Inc (POET)

[prototype_101]

I've read it through a few times now, and I cannot tie the ideas together that are presented in this statement:

"At the same time, a well-funded partner capable of making investments in both DenseLight and in additional manufacturing capacity will both support the anticipated ramp of POET’s Optical Interposer and transform DenseLight into a world-class manufacturer with global market reach."

At first, I saw this as concurrent, such that it was all to happen at Denselight, but the nuance seems to be that the two actions are actually separate. He clearly says "partner" and not "buyer" at this juncture. In other words, that additional manufacturing capacity could be somewhere else and yet this "partner" would also pay that expense as well. Begs the question, I suppose, as to just how cozy this relationship is really going to be, despite the comment that Poet would retain full revenue and rights to interposer activity.

from agoracom https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/722377-my-next-question/messages/2220616#message

Ok, so good point, notice from FAQ in the two bullet points, the first bullet point says "requires investment", but the second bullet point says "investing its own capital" hmmmm, so maybe this deal goes deeper than the surface deal? Is it GF? good chance I'd say...

Now that POET is prototyping portions of the Optical Interposer and preparing to qualify the devices with major global customers, as announced in mid-November 2018, the Company is considering two important objectives in order to achieve its expected growth:

• Preparing for high-volume manufacturing to support the ramp of POET’s Optical Interposer; this will require investment in capital equipment and facilities to increase manufacturing capacity for the Optical Interposer and its related components; and
• Investing its own capital, energy and focus in design, development, marketing and sales of Optical Interposer-based solutions.

https://poet-technologies.com/docs/presentations/FAQs%20-%20POET%20DenseLight%20PR_Final.pdf


also liked this "message to the market" another agoracom post

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/722390-message-to-the-market/messages/2220635#message