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: BNN

I see people are concerned about the market valuation or market cap mentioned by thomas Mika. I feel there is no need for this. It is his job to be conservative as he is accountable for public statements he is making. Either by regulatory services or shareholders.

What we need is to sell the story (and the right person to do this) and the rest will come later. Valuation is being build into that. Based on prospect, hype (for example tech company hype in general), associated customers (Google or Amazon will give more valuation then a small unknown company), do we have monopoly or not?, How fast do we grow, (quarterly increase of 100 % give higher evaluations then 20 % increase), PE etc. Many other factors contribute. 

Tesla is a great example. Current rally and valuation is in no way in line with actual market cap and prospect. But Elon musk is great at selling the story and being a spokesman for the company (even though there is something wrong with this guy, but that's a different story) and a certain amount of hype is build into that. Difference is tesla is making another electric car. POET is currently the only one who can build an interposer. 

 

So market cap give $x.xx dollars valutation...all the other factors give another $x.xx valuation on top of that. The first one is relatively easily calculated. The other part is really a big question mark at this point. 

Not sure if agoracom is the best choice for our marketing strategy...but we'll see. 

 

 

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