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narnia1000

07/29/14 3:58 PM

#363 RE: mackwheaton #360

THE VALUATION OF POET TECHNOLOGIES

The valuation was done by an independent third party valuation company.

First valuation
(referred to as "P1") P1 = $1 (billion) (Done in 2011)
Second valuation (referred to as "P2") P2 = X (billion) (Most likely completed, and we await the valuation).

Personally, I am expecting P2 between $5-10 (billion).

Rounding of the company's current value = $5.00/share.

$5.00 x a valuation of 5 billion = $25/share.
$10.00 x a valuation of 10 billion = $50/share.

The GLOBAL semiconductor market is approximately $300 billion/year.
If POET Technologies captures only 1% of that market, this would equate to $3 billion in revenue annually. (NOTE: the global semiconductor sales/industry is expected to reach $430 billion by 2015.)

"POET" (Planar Opto Electronic Technology) platform is a patented semiconductor fabrication process that uses gallium arsenide technology to combine electronic and optical elements on a single integrated circuit.

Personally, if POET's technology is launched, accepted, and propagated throughout the global semiconductor industry, then I can see much more of the market becoming theirs than 1%.

As Dr. Taylor said "The jury is still out on what technology will catalyze the next wave of semiconductor innovation and deliver massive improvements in the size, power, speed and cost of chipsets that will power tomorrow’s commercial and consumer products. But what is clear is that today’s silicon-based integrated circuits and manufacturing processes are increasingly unsustainable – and will soon come to an end." 8-1-2013

Dr. Taylor also said ""However they do it, they're going to end up with POET." 4-28-2014. (Sounds like the picture has become much clearer to Dr. Taylor imo.)

POETF