Poet Technologies Inc (POET)

[mackwheaton]

https://finance.yahoo.com/news/poet-technologies-signs-deal-sale-210000284.html


Overall
On a scale of “bad to good to better to best” I rate this deal as good to better. Now I want more development deals, production and similar agreements in other than China.

The bigger the secret, the bigger the cover. I suspect that POET will show very little to us until after October 31st. Until then, the Chinese have a nice leg up in utilizing POET technology. 

Question : Would it have been beneficial for POET to remain a nominal minority owner in DL to facilitate ongoing operations in light of trade uncertainties?

Opinion only: More “sparklers” than “fireworks”, but it is definitely a win. More delayed gratification for an exhausted shareholder base with its eyes on the big prize, but enough to move the needle upward, whether it is enough to
break through any of the barriers of resistance, no clue here.