Poet Technologies Inc (POET)

[prototype_101]

Mack, yes, see slides 23 and 24 for 2019 and 2020 forecasts, and also listen to the CEO, he is projecting profitability in 2020

my take on revenues

2019
VR - $5+ million
Datacenters $1-$3 million, S7 deploying one datacenter in China, plus an OEM branding S7 under license is a bit of a wildcard (some think it may be Google but I wouldn't bank on that, I think they would just buy out S7)

2020
VR - $10 million (new product expected to double existing business)
Datacenters $5 million, S7 deploying into at least 3 datacenters but perhaps more in US could be upside to planned

They have 55 datacenter design-in wins currently (10 in this past quarter) but it takes time to SKU for each unique datacenters needs, so 2021 should balloon Datacenter revenues ($50+ million)

Also see slide 13 to see 60 new Hyperscale Datacenters come into being each year forward for a handful of years, these equate to $160 million opportunity EACH year, to-date S7 only has 1 (or 2) Hyperscale Datacenters as design-in wins

http://www.spectra7.com/CorporateOverview-06172019.pdf

today's mkt cap is only 10 million, but with the huge hose job PO & PP underway share count will with warrants will virtually double so mkt cap will be almost 20 million after the dust settles, but S7 should turn profits in 2020 and grow like crazy, fat margins, etc