Solid presentation done by Suresh at the Needham conference – too bad there was no time for questions. Some highlights – or should I say “newlights”:
- Wafers with alpha samples have been delivered and assembly now takes place at Super Photonics (“imminently in the process now of being assembled”, “weeks away”)
- Multiple mentions of the term “inorganic growth”
- Numbers regarding the customers pipeline:
- 28 targeted
- 14 in active discussion
- 6 requested samples
- 3 finalizing project plans
- 2 contracted
- Ranges of forecasted revenue out of Super Photonics for the immediate focus of products, i. e., excluding any additional markets:
- 1–2 million US$ in year 1
- 15–25 million US$ in year 2
- 90–150 million US$ in year 3
- 140–240 million US$ in year 4
- 180–300 million US$ in year 5