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Re: prototype_101 post# 2180

Tuesday, 02/05/2019 10:33:09 AM

Tuesday, February 05, 2019 10:33:09 AM

Post# of 6214
I think the combined NR (buy DL and supply product) is very confusing.

If they has broken it into 2 NRs, "POET Announces Proposed Sale of DL Facility..." and "POET has entered into a substantive supply agreement..." ..."with a company who will expand DL and their own capacity to accommodate the anticipated volume" or words to this effect, it might be clearer.

I suspect they did want to downplay the anonymity in which 2 NRs would double down on the concept.

I see the partnership as simply a supply agreement, not an equity arrangement beyond the divesting of the DL entity.
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  • 1D
  • 1M
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  • 6M
  • 1Y
  • 5Y
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