Actually an excellent write up.

Major Catalyst: Third Party Licensing Deals

It is not exactly subtle that POET Technologies announces a former top 5 chip foundry CEO to its board in an executive capacity one day, and then announces the fact that POET’s “100-nm scaling and prototype initiatives have successfully achieved a culmination point where transition to a third-party foundry is now being negotiated.” the next day. If you’re not reading between the lines here, wait! there’s more.

Interim CEO Peter Copetti has been jetting around the planet relentlessly over the last year, with trips including one to Taiwan (hmmmm…not the Taiwan where Taiwan Semiconductor(NYSE:TSM) lives?!). Now with former Global Foundries chief executive aboard with a mandate to actively strategize joint ventures, partnerships, and most importantly for the company’s bottom line, those third party licensing deals to chip foundries, the momentum of POET technologies is about to officially resume.

There are obviously risks associated with investing in something you don’t fully understand, as Warren Buffet says. But then, as Peter Jahn, a renowned Canadian investor used to say, “What don’t you get, the stock is up over 500 per cent in less than a year!”