PLease,
Take a break at daily price fluctuations and don't expect an immediate price increase from a Roadshow.
Let these investors do as some us probably did:
- Research who POET's executives really are and what they achieved
- Assess their claims regardind bid gata and the 5B$ optical receivers market
- Find out that there is a real bottleneck at datacenters interconnect level and major power consumption issues
- Figure out that 8M$ a year of burn-rate is pretty low considering all the on-going development (Synospsis, the lab-to-fan transition, VCSELs to be produced)
- Guess out who might really be pushing the development of POET's platform and VCSEL production.
Right now, for the VCSEL, from the conference, we already know this :
34:04 – The POET VCSEL itself is differentiated from a conventional VCSEL in three ways.
- The epitaxial thickness on the POET stack is substantially lower than commercially available VCSELs (this is a higher gross margin win situation for wafer partner/vendor and the foundry partner as well), thus lowering our cost structure
- The integrated laser driver gives us the ability to integrate electronics with the VCSEL, reduces the bill of materials for a typical VCSEL product (this is a win situation for the potential end-partner/client)
- third, our VCSELs emit light in a single mode we call single-mode lasing . And this extends the data reach in the data communications link (this a dramastic win for all datacenters operators).
As of today and to produce a working POET's Vcsel :
Anadigics market cap in $CAD: 27M$
IQE market cap in $CAD: 333M$
POET'S market cap (undiluted) : 169 M$
All-three combined market cap valued at 529M$ while
POET's VCSEL short-reach solution, if proven (as our 3 top-exec thinks it will be and I trust them), could disrupt an adressable 5B$ market by 2017.
I can wait even though I'm way under my break-even price.