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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Message: Re: POET in the right places.
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Jun 20, 2016 09:46AM
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Jun 20, 2016 09:54AM

I do agree with the first part: nobody gives a rat´s azz (so far)

The share price is irksome, indeed. But think of this: Judged by the timelines (read below), there is no reason to go up so far. If you were a new investor, why invest today? We have nothing in our hands but a promising story and world-class leaders. If (better: When) POET meets the aims, it will be a different world. Completely different.

I can´t agree with the second part: Competti-like / carrot and stick

This management gave us definite timelines. The most important to me are:

- All AOC parts working mid-year

- AOC prototypes by end of the year

- Revenues in 2017

- Positive EBITDA 2018

How simple and clear can a business plan be? No carrots, no donkeys.

2018 may be „soon“ in POET´s perspective, so probably they do not understand at all what you are complaining about. We didn´t reach the end of any given timeline, so I cannot judge if the actual management keeps these promises. But they already did at other (side-)topics: Updating the website, more information-events (wether you like what they say or not).

I try not to care too much for subjective valuations. What is soon? Somewhen between next week and 3 years from now. What is promised to come "soon" anyway? A certain share price? A certain revenue? No facts, just foggy expectations. Dream, but don´t expect more than promised.

Good luck,

Holk

Ah... and to everybody: pleeeease stop posting there will be revenues announced at AGM. I can´t stand it any more. [rant mode off]

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