Jan is the right call...

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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TechGC

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Jan is the right call...

posted on Dec 15, 2014 11:59AM

It is the right call to hold off on news this week and hit a series of releases in early Jan.

1. Some warrants holders (Feb tranche) may need to stickhandle finances, including held PTK stock, to arrange for warrant buy out. This will drive some SP fluctuation. Holders that are in the green (most) will want to wait until Jan to avoid paying taxes for 1 year. Jan will be 'interesting' if PTK does not come out with a news release of signifigance...

2. Late Dec is a sleepy time for the market. Everyone is back in Jan to see a NR.

3. Stringing a few NR together will help momentum and possibly compound an upward swing. Rolling thunder NR and industry article/press plug would be lovely.

4. Management must know that warrant holders need to see significant SP above Warrant exercise price to get full redemption. At 1.30 PTK will not see all the warrant money come in. I predict at least $2 is needed.

Due to the possible overhang of #1, the likely willingness to collect 100% warrant funds in #4, i believe mgmt will open up to the public more info on who, where, what and how - of the next phase of POET.

Message to mgmt: This must happen in Jan or #1 could really hurt in the short term. I am sure you are 5 steps ahead - this said, Jan is the time to let the world in.