same $1.50 target.....  "Covid Schmovid, You can't Lose Business You DOn't Already Have; Cash Heavy-Asset Light; Reit Buy"

Maintaining our Buy rating and $1.50 price target. Our target, originally formulated more than two years ago, we think still presents a fair value for POET's shares, in its equally weighted composite of two method construction: (1) a discounted cash flow model extending through 2025, with a 1% terminal growth assumption, and a 9.8% WACC-based discount rate; and (2) a discounted comparable valuation analysis of similarly sized semiconductor companies based on EV-to-sales ratios. Details regarding assumptions we believe are still relevant given our $10 million sales estimate for 2021 presented in prior notes referenced above.Covid Schmovid, You Can't Lose Business You Don'tAlready Have; Cash Heavy—Asset Light; Reit Buy

Covid Schmovid, You Can't Lose Business You Don'tAlready Have; Cash Heavy—Asset Light; Reit BuyCovid Schmovid, You can't Lose Business You Don't Already Have; Cash Heavy-Asset Light; Reit Buy"Covid Schmovid, You Can't Lose Business You Don'tAlready Have; Cash Heavy—Asset Light; Reit Buy