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: Institutional Investors
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Mar 16, 2023 09:03PM

Let's pretend you're an institutional investor.

You have a ton of money you manage for someone else. Other people's money. You have to be extremely responsible, especially in this market.

You look at POET, interesting and promising tech but:

  • Hasn't generate much revenue in its existence
  • Certainly will still be loss-making for at least a year or 2
  • Product hasn't penetrate industry yet

This is the exact kind of company that retail investors would want to invest in to make it big. And it is also the kind of company that responsible institutional investors tend to avoid. Eventually, the company will address all of the points I mentioned above and the composition between retail and tutes will change.

As the company generate revenue this year and beyond, expect less retails and more tutes. Needless to say, failure to do so isn't an option at this stage.

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