Poet Technologies Inc (POET)

[KCCO7913]

My comfort level here will be greatly increased if it turns out they sold a few million+ shares this week via the ATM. To me this whole thing seems coordinated, and seeing upwards of $10 million raised would confirm that. If the ATM was not used significantly, then wow, what a wasted opportunity.

This won’t get them enough cash for mass production, but it’ll get them through 6 months comfortably without having to prematurely sell a portion of SPX or do another dilutive (warrants) private placement.

POET branded module sales slated for second half of 2025 and I don’t doubt they’ll find buyers. The optical engine sales don’t mean much other than validation the technology works. Those sales don’t benefit POET with revenue.

Management has no room for any errors at this point if they want to ensure that their shareholders see a meaningful return on their investment.