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: Re: Time to buy? Motley Fool
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Nov 12, 2022 10:18AM

There is absolutley no reason why we shouldn't see these figures by summer.

I can tell you the usual four reasons. 

- Working technology 

- stable financials 

- good marketing / big orders 

- reliable mass production 

Poet ist working on all of them.

I feel good about the tech, but there is still a lot to develop. And the market must recognise it, too.

If the PP will be closed with acceptable conditions and a mediocre amount, the financials are relaxed for now. I would love to hear this and it seems to be this way!

Big orders need some time. Period.

Poet needs a production partner outside China to be seen as reliable. The most unsecure bullet point to me, but it should be possible when the first working parts are shipped by the JV.

All these issues can be solved until summer and they have the abilities. 2023 will be the year of Poet (yet again).

 

 

 

 

 

 

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