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: 2024 3rd quarter

I read that they will report their Q2 results on August 8th. If no reported sales next month then we'll see for sure a full tank of working capital, a list of product development achievements, a list of customer agreements, external confirmation of the technology and a list of collaborations. With lot's of bullish signs in the near term (15 months) future, shareprice will be headed north. Think about getting into sensing, a second non China JV, additional customers under NDA, more funding and product announcements like the complete 800G module Rx and Tx, 1.6T and 3.2T products (remember there wil be only a few suppliers and POET will gain a dominant position this market) and initial sales (Celestial AI, Luxshare, ZKTel, and FiberTop will be placing orders this year, while Adtran and Foxconn are expected to place orders next year, with more products lined up and more customers to come. BFYY should be on track too). So no financial risk, and a bunch of catalysts in sight.

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