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: From Breeze

I hope you're good.  One thing that investors always seem to forget is the financial value of an accumulated deficit for a company like POET.  In case of a buyout, the company that would be buying out POET would also get the 215MUS in accumulated deficit. This has a real financial value economically. It would give to the new owner the right to offset 215MUSD of its profit, or future profit, against this 215MUSD and pay NO TAXES on this 215MUSD.  

 

So let's say that big company wants to buy us out...Let's say Broadcom, lets assume they have a tax rate of 25%....the value of this accumulated deficit alone is 215MUSD X 25% = 53.75MUSD.

 

Our market cap stands at 66MUSD this morning.  So basically the market is assuming at this SP that our technology and our platform are worth...12MUSD.  It's total NONSENSE. There is a huge discrepancy between the real economic value of POET and what the valuation on the stock market is. 

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