What´s wrong with me? The correction doesn´t bother me.

Look at the run up since january. I think this run was mostly built on the announced DL-sale and the expected cash infusion. POET gave us an idea of what they want to be (fablight) and promised to solve the cash problems. A share price premium came on top because of hope. Hope for a big name and big instant orders.

POET delivered. Don´t blame them for your hope. It is no big name and no orders were announced. That chopped the Hope-OnTop-Premium at low volumes. An expectable correction, I´d say.

Much more compelling is where the SP will go from here. The DL sale is propably priced in, so a further run up is no longer sure. It depends on news and developments. We need information about the technology and real sale numbers (mantra).

My Questions:

-        --- As far as I understand the strategic partner DL-China aims at sensing products. Accelink and the rest of telecom/datacom is not much affected. Am I right? This would mean POET opens a new market. If so, I like this even better as a big datacom name.

-        --- DL-China´s role will be to deliever lasers and other components and to be the sales channel in china, right? I expect POET to bring in some IP, do the product(co-)development, DLChina and others to deliver parts, any Fab (maybe DL) to assemble and DL China to do the sales of the sensing products. What will be POET´s share of this value chain (rhetorical question as we cannot know)?

     Holk