I don't think there was any significant difference to the June Corporate presentation, and I think they were quite forthcoming in the Q&A
I guess the market is most upset with the following:
1) GA's is still not so close (but we knew this), and will require a Strategic Partner to complete
2) Cash may not be sufficient to last until being cash flow positive, however, they assured there would not be another financing disaster like last year
On the positive side, the commercialization focus now is on the hybrid InP/Dielectric Photonics Platform, and revenues will begin to materialize here late 2017, and decent revenue is projected building to 250 mil in 2021, although I am sure many thought this is not enough
Also, I found great interest in how much it was emphasized that the future is in the PIC
here is a pretty good summary I found over on agoracom >>
A Quick Summary of AGM gems posted on Jul 13, 2017 03:27PM
What stands out is the belief that they have the right products for the right markets at the right times. The Company is undervalued and they are working to put that right. In Asia they will be sponsoring at CLEO in Singapore in August.
Strategic Focus - Generate Top Line growth albeit a early stage company. They believe they are beyond research and ready to offer tangible parts for companies to test. They are excited by their progress yet grounded in reality and fact. Their aim is to drive immediate and near term revenue.
BB on schedule Mux/Demux working wave guide for WDM. Completing the testing and testing giving engineering samples to customers in next quarter. There's tremendous progress on sensing samples with customers re narrow line width 3 x better than current solutions prototypes now with customers for testing. Base line capability for LIDAR technologies particularly great for automotive applications.
POET and GaAs has a problem which can be worked around using a bipolar switch that has already been demonstrated. . The 4 terminal switch envisaged is going to take more work. Its in the GaAs are they want partnerships to speed up commercialisation for InP they have the capacity at DenseLight already. The partners that qualify to work with GaAs will be those with a FAB. Best check who recently bought FABS?
They will not do a PO like they did previously but did not write that the possibility off which is their rightful prerogative. A partner is required.
stock options require commitment in order to benefit. Their options can only be exercised at value if they make a success of POET, they are motivated to do this.
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