Yes, the Corporate presentation says Poet can presently address $136billion. So if Poet gets 10 percent of the business at 10 percent royalty, the revenue would be $1.6B x 20:1 (standard US ratio) / 200M outstanding shares equals $136/share.
So everyone can use their own calculations on how much this company is worth.
It's a great story, and let's hope this story truly has disruptive technology and most of us are believers.