Revenue is coming. Revenue = SP appreciation

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

Reply New Message

Prev Message Back To Forum Threaded View Next Message

TechGC

Rank: President [?]

Points: 3699 [?]

Votes: 133 Score: 3.4 [?]

Your Vote:

Please Log In to Vote

Did you know? You can earn activity points by filling your profile with information about yourself (what city you live in, your favorite team, blogs etc.)

Revenue is coming. Revenue = SP appreciation

posted on Jun 28, 2017 11:32AM

Keep your head up gents/gals.

I am in the 7 years POET club...yes a long journey. Frustrating, at times...yes.

Are we not starting to turn the virtual corner as we speak in the back half of 2017?

Here is what we know

Management is coming out with more forthright information and very solid plan.

POET has a forecast of real revenue that is projected to get to 300M in 3 years (with subsequent ramp up to that point).

We have short term revenue ramp coming online this Q4 via 100G transceiver.

POET VCSEL (which is complete) AOC solution to be on-boarded with revenue in 2018.

Pipeline for new products on roadmap firmly within our capability, and should be much faster to market with POET chip/VCSEL complete.

The net: A real company, with a very real competitive advantage, with real revenues. It is here in 2017.

50M/150M/300M in rev = SP apprecaition. Is 2021 revenune at 600M? What is the company worth then?

It is only a matter of time the SP rises. We are less likely to get instant gratification on the Venture.