When sales begin and revenues hit the books, we'll regain some of our confidence.
But we will still want to hear answers. We will still want to be sure that our management starts acting like a scale-up company rather than an R&D start-up. We will not want to be fooled again by vague statements and poor marketing, which will beat our shareprice down, again.
So I highly recommend management to do the following:
- Keep doing what you're doing on the technical side.
- Develop immediately a professional website so POET's products and target markets become visible to people very quick. Please never do big announcements before our website is finished. POET presents itself like a 50 dollar start up.
- Become clear about samples and customers (no vague projections, aliasses and calculations).
- Make your interviews more transparent. No stuttering, no baseball hats, no socks.
- Become clear about projected revenues and timing for each year, so 2021, 2022 and for 2023 and keep updating these numbers whilst the customer is growing in the months/years ahead (no vague "3-yr projections).
- Start buying more shares yourselves.
- Become clear about a potential future capital raise or share your thoughts about this future problem. Because this is definitely a concern for us.
- Answer our questions because we have a lot (e.g. Did we ever had a buy out offer yes/no?; Does the evaporation of share price possibly concern potential customers who may also be concerned that something is amiss with Poet; How many US brokerage houses, Institutions, Analysts etc have been approached since Poet was listed on Nasdaq?; What enabled the Company to say they would be in a position of strength?; When can we expect results for the feasibility study?; What market penetration % do you expect to achieve in 2022 for the LR4 datatransceivers?; What have Shelton and Northern Ewuities done for Poet in recent years?; How long will competitors need to discover the receipt of our secret sauce?; What is our competitive advantage in months or better years; Do you still plan to build a JV 2 in NA?; If you plan to to go public with the existing and future JV's , where does the fablight approach remain?; Can you expand upon how POET's Optical Interposer is advantaged vs. Intel's co-packaged optics/silicon photonics?; Why does the management require a quite high 20% option pool on an ever increasing share count (year over year) that is diluting long term shareholders, supporting the company for years?; If POET management tries to convince investors that POET is a really good investment opportunity and shareholders are now in the best position ever, why is the management not leading by example and have decent holdings in the company? Can we get more colour on the seminal 800g continuous wave laser patent and would it apply to higher speeds?; Is it possible to give some kind of projection of the profit margin and will the selling price of the OI be substantially different in other applications?; What is mass production defined as? If you’re doing 10,000 units a month would that be mass production?; Do you need some of Taylors old patents for the interposer or is everything new developed from 2016 on?; How is POET planning to optimize the capture of new verticals without missing out or becoming overwhelmed due to limited resources such as staffing, contracting, acquisition?; Does POET still retain GaAs patents and are there future plans for GaAs chips?; How is the status quo with the Leading European Optical Systems Company for the 400G Data Center Application? (News from 9th September 2020); ...) Most of these aren't mine (Reddit).