Re: ATM Blues
in response to
by
posted on
Oct 02, 2023 05:38PM
Technical developments, potential customers, future plans, R&D, conference presence, research initiatives, talent acquisitions, product teasers, patents, recogntion, tweets&video's, blogs, Q&A's, and so on. POET has done it. POET has improved on each one of these. Great job. We have to say POET has done great job on a tight budget. So I'm confident the execution of the product release plan slide is quite on schedule. The company on the tech side is derisked.
What needs to be done is delivering on first orders, this gives confidence that the company can indeed scale up.
What needs to be done is having money in the bank for scaling up and to continue with R&D.
What needs to be done is being transparant about financials, such as potential funding (Lisa's paid analysis), cash needed to scale, and so on.
What's needed is a financial backing JV that's not China oriented, most likely to Singapore, where there is an ecosystem of ecosystem of upstream and downstream suppliers near to its location in Singapore. Or somewhere else. I'm sure they can figure out with who they can and want to work with.