This company is a good gallium investment opportunity.

From the 2011 Annual Report.

"#1 supplier worldwide

We are the leading supplier of gallium to customers

worldwide and are well positioned to capture

growth opportunities in a range of high-technology

industries, where this metal is indispensable"

http://www.5nplus.com/uploads/2011/5NPlus_AR2011-Eng.pdf

Page 10.

I don't think it has changed that they are the world's #1 supplier.

The company made a recent gallium related acquisition.

MONTREAL, June 11, 2013 /CNW Telbec/ - 5N Plus Inc. (TSX: VNP), the leading producer of specialty metal and chemical products, announces that it will invest in a new gallium chemicals facility to be located in South Korea, one of the fastest growing regions for electronics manufacturing in the world. This initiative is being taken to meet the growing demand for gallium in LED manufacturing in North East Asia.

North East Asia represents the majority of the world's LED production, and over 70% of the world's electronic tablet display supply. The LED market is expected to grow at a 15-20% annual rate in the near to medium term, with growth mainly driven by increasing market penetration for lighting applications. High purity gallium metal and chemicals also represent essential materials in the manufacture of products such as GaAs electronic components for 3/4G wireless applications, IGZO transparent semiconductor for next generation displays, CIGS thin film solar panels, and GaSb wafers for IR detection and imagery systems. As a group, these applications are foreseen to drive significant growth in gallium demand in the coming years. This new investment in South Korea should serve as a platform in the future for the manufacture of other high purity materials for the Asian market.

http://www.newswire.ca/en/story/1181551/5n-plus-expands-asian-footprint-with-new-investment-in-south-korea

Even if the POET chip does not become profitable, 5N is an excellent opportunity.

The share price has fallen of its highs from a few years ago. It is up significantly in the past year but still probably has a lot of upside.

http://www.5nplus.com/index.php/en/centreInvestisseur.html