Re: Valuations

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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fairchijisback

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Re: Valuations

posted on Feb 18, 2021 11:11AM

Lumenge: IBK, and anyone else, has very limited information to utilize for projections, these are admittedly darts thrown at the board. 4 x $250 million is what they have been given to work with

Exactly: There are analysts/influencers who are in the space that are very interested in POET. And so they should be but it remains an unknown company to many. I actually think that this is part of the motivation for Suresh to advise us that they expect to be announcing a 400G partner next month. I expect that whoever it is they are working with has to be big to supply the level of demand that can be reasonably expected.

I totally expect that there will be significant amounts of positive news flow before POET pulls the trigger on a NASDAQ listing.

Just about anything attached to AI in the coming weeks and months is going to grab a lot of attention as this appears to be one of the biggest megatrends that exist today.

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